Business challenges
01
CRM performance is degrading and nobody knows why
Page load times are increasing. Users report intermittent failures. Complex reports timeout before completing. The system is technically live but behavioural problems are accumulating and the root cause is unknown.
02
The architecture will not scale to the next growth stage
The CRM works at current volumes. A new product launch or acquisition will triple the user base and transaction volume. Nobody is confident the current architecture will hold -- and nobody wants to find out at the worst possible moment.
03
Technical debt from years of reactive configuration
Three years of configuration decisions made under deadline pressure. Nobody has ever reviewed the cumulative architecture. There are almost certainly undocumented dependencies, conflicting automations, and unsupported customisations that will cause problems eventually.
04
Pre-acquisition or pre-investment due diligence required
A potential acquirer or investor has requested a technical due diligence report on the CRM architecture. The internal team cannot objectively self-assess. An independent expert review is required to produce a report that external parties will trust.
What is included
Assess the quality of the CRM configuration against best practice -- object model design, field naming and organisation, validation rule quality, automation logic, profile and permission architecture, and customisation supportability.
Deliverables
How it works
Scoping call
Define the review scope -- which CRM objects, which integrations, which architecture dimensions -- and agree the depth of analysis required for each area.
Architecture review
2-week deep-dive across configuration quality, data model design, integration resilience, security architecture, and scalability ceiling.
Findings analysis
Analyse every finding for business risk, technical complexity, and remediation cost. Score and prioritise the register.
Roadmap development
Sequence findings into a 12-month prioritised remediation roadmap with effort estimates and dependency mapping.
Report delivery
Deliver the architecture review report, findings register, and roadmap in a presentation to the senior technical and business stakeholders.
Success stories
The architecture review identified 23 findings we were completely unaware of -- including two that would have caused serious data loss under specific concurrency conditions. We would not have found them without an independent review. The remediation roadmap became our 2025 technical programme.
We engaged Celumai for an architecture review ahead of a Series B raise. The investor's technical due diligence team reviewed the report and described it as one of the most thorough CRM architecture assessments they had seen. It gave the investors confidence in our technical foundation and contributed directly to closing the round.
Healthcare
180% increase in marketing-influenced pipeline
B2B Healthcare Company
Professional Services
300% increase in qualified inbound
CRM Consultancy (60 staff)
Platforms we use for this service
Free resource
The 47-point architecture review checklist we use across configuration quality, data model design, integration resilience, security, and scalability.
From our team
FAQ
Ready to start?
We respond within 1 business day with an honest assessment -- no commitment required.
Client results
