Case Studies
Three engagements that shaped how I work. Employers are named; client specifics stay under NDA — I'm happy to go deeper on a discovery call.
Rebuilding CI/CD for a 1,500-user Salesforce org under banking audit
Situation. A regulated UK fintech running a 1,500-user Salesforce org with 50+ integrations. Salesforce releases ran through an ageing Jenkins pipeline with manual steps, release history was reconstructed by hand, and an external banking compliance review was scheduled.
Constraints. Regulated environment: segregation of duties, traceable approvals, and no release downtime for a platform the business ran on daily.
What I did. As Senior Engineer / Release Lead, I owned the migration from the legacy Jenkins setup to a fully automated GitHub Actions + SFDX pipeline: non-bypassable quality gates, enforced segregation of duties, and audit-ready release logs.
Integration work. Alongside the pipeline I ran a security audit spanning the full org and its 50+ integrations, and delivered integration work on two fronts: 15+ banking integrations, and the sales-communications stack — Vonage telephony with a separate regional provider for reliable LATAM call quality, plus WhatsApp and LinkedIn.
Outcome. The pipeline passed external compliance audit on first review. Releases became faster and predictable, and late-stage deployment surprises disappeared.
This engagement is what the Release Governance Setup productises. Integration depth: see integration architecture.
Automating 1GP/2GP push-upgrades across 400+ production orgs
Situation. A global SaaS platform distributing managed Salesforce packages to hundreds of customer orgs. Development lacked a shared packaging standard, and every release cycle was hand-cranked: build, validate, and upgrade steps run manually per package.
Constraints. Customer production orgs — a failed push-upgrade lands in someone else's business, so validation and quality gates had to be consistent across the whole package portfolio.
What I did. As Lead Platform & DevOps Engineer, I set the package-based development standards for the team and built the automation to enforce them: GitHub Actions workflows for automated validation, build, and push-upgrade across 400+ customer production orgs plus their sandboxes, and a documented, executed 1GP to 2GP migration path.
Outcome. 400+ production orgs on automated push-upgrade, with uniform validation gates and a package-based development standard applied across the whole portfolio.
This is the packaging discipline behind Salesforce CI/CD & release engineering.
Technical lead on multi-cloud Salesforce delivery for a global client
Situation. Enterprise Salesforce delivery for a global client across Sales Cloud, Service Cloud, and Experience Cloud, with bespoke Apex, LWC, and integration layers.
What I did. As Senior Consultant, I led the technical delivery: hands-on architecture, code review and standards, and mentoring for the development team, while pairing with the client's own architects on the decisions that outlive a project.
Outcome. Multi-cloud architecture delivered on time, and reusable patterns adopted across the practice.
This is the role the fractional technical lead engagement embeds in your team.
Sound familiar?
If one of these situations looks like yours, a 30-minute call is the fastest way to find out whether I can help. No pitch, no pressure.
What happens next
- 1. A 30-minute discovery call about your situation.
- 2. A scheduled start date — typically within 2–4 weeks.