The CaseNine Method
Structurally improve Salesforce organizations
At CaseNine, we work according to the CaseNine Method, a proven approach that combines a stable, scalable Salesforce foundation with processes that really work and ensure consistent quality, high adoption, and measurable results.
Step 1: Org health & Technical Debt
You gain objective insight into the technical state of your Salesforce environment.
We analyze:
- Data model and architecture
- Configuration and complexity
- Performance and scalability
- Security and technical risks
- Technical debt and dependencies
Not a superficial scan, but an in-depth analysis based on metadata and measurable org signals.
Output: Hubbl Org Scan + quick wins and risk overview.
Step 2: Processes & Adoption
You gain insight into how processes work in practice and where friction occurs.
We are investigating:
- How processes are actually used
- Where users drop out or take detours
- Where data and adoption lag behind
Based on user behavior and data, not assumptions.
Output: Hubbl Process Scan with insight into adoption and potential for improvement.
Step 3: Roadmap & Improvement Plan
You will receive a concrete and measurable plan to improve your Salesforce environment in a targeted manner.
We translate insights into:
- A pragmatic roadmap with clear priorities
- Concrete improvement actions with measurable impact
- A phased approach to technical and process optimization
Not a report for the filing cabinet, but a workable plan.
Output: Org Plan + Process Plan with phased roadmap and prioritization
Step 4: Continuous Monitoring
You prevent setbacks and structurally guarantee the quality of your Salesforce environment.
We provide:
- Continuous monitoring of organ health
- Understanding adoption and usage trends
- Structural improvement loops based on data
Not a one-off project, but a sustainable governance model.
Output: Hubbl Monitor + periodic improvement loops.
From insight to execution
Each analysis is translated into a concrete and actionable improvement plan with clear priorities and measurable impact.
Less complexity, more control
WOW reduces technical debt and management complexity, making Salesforce more stable, scalable, and manageable.
Higher adoption and better data
By optimizing technology and processes together, user adoption increases and data quality demonstrably improves.
Structural governance
With continuous monitoring and clear standards, you can prevent setbacks and maintain control over growth and change.
CaseNine Method as a governance model
In practice, the CaseNine Method also functions as a governance framework. It helps organizations to:
- Define standards for configuration and development
- Improving decision-making (build or not build, standard vs. customization)
- Actively managing technical debt
- Implementing changes in a predictable and controlled manner
Results in practice
Organizations that work according to the CaseNine Method often see:
- 20–40% reduction in management complexity
- Faster time-to-market for new requirements
- Fewer incidents surrounding releases
- Measurably better data quality
- Higher user adoption
(The exact results depend on the starting situation.)
Time for the next phase?
The CaseNine Method is particularly effective when:
- Salesforce has been in use for several years
- A lot of configuration/customization has been built up
- Adoption lags behind
- CPQ or Agentforce is on the roadmap
- There are regular problems with performance, management, or releases.
Start today
Take the next step
We would be happy to help your organization take the next step as well.
Hubbl Org Scan