Every business has a process held together by one person's spreadsheet, a dashboard nobody trusts, and an integration that breaks at month-end. We come in, find what's broken, and fix it.
— Strategy, systems, and the code to run them.
If three of these describe your week, we should talk.
Hire a strategy firm and you'll get a deck. Hire a dev shop and you'll get code. We're the team you hire when you need a system that actually works. Strategy through deployment, same team, same engagement.
When your operational stack has stopped working, we walk in, audit it, fix it, rebuild what's broken, and leave it running. The bread and butter of the practice.
Building the data infrastructure and systems integration that operational reality requires. The engineering work that sits underneath everything else.
Bringing AI into operational reality without breaking things. Plus the custom apps and tools off-the-shelf can't deliver. Where most of our forward-looking work lives.
Operations engineering for businesses whose stacks have outgrown the off-the-shelf playbook.
Most firms compress this. Strategy firms only do diagnose. Build shops skip it. We do all three because skipping any one of them produces worse work, and because we'll tell you when a project shouldn't exist even when we'd be the ones who'd build it.
Process audit, stack audit, data audit. Where money is leaking, where time is wasted, where workarounds have become permanent. We map the actual current state, not the org-chart version.
System architecture, process redesign, tool consolidation. Real artifacts, not slides. The next quarter's playbook with the sequenced build plan attached.
Salesforce flows, custom apps, ETL pipelines, integrations, automation, AI workflows. Code that runs in your stack, owned by your team, documented for the next person who has to maintain it.
Most of our engagements start with one of these. Both are fixed-scope, fixed-price, and end with a real deliverable. No commitment to anything beyond the assessment itself.
We audit your org, identify what's broken, what's wasting money, what's at risk, and what to fix first. You leave the engagement with a prioritized remediation plan and a clear picture of your instance's health.
A focused week mapping your operational stack and identifying the highest-leverage interventions. Good for companies whose problems aren't Salesforce-specific or who need an outside view before deciding what to do next.
— Not sure which is right? Tell us in the form, we'll suggest one.
Essays from real engagements. What we found auditing real Salesforce orgs. Why most RevOps dashboards are wrong. Where AI agents actually belong in operations. The first piece publishes soon.
Wizard Consulting is a deliberately small operation. One principal, a network of senior operators and engineers brought in by project. We're not trying to be the biggest. We're trying to be the right team for the right work.
Most firms staff projects with whoever happens to be on the bench. We don't have a bench. Every engagement gets the exact specialists it needs: a Salesforce architect who's rebuilt orgs at scale, a data engineer who actually ships pipelines, an AI integrator who knows where the rough edges are. Senior operators only, hand-picked per project.
What this means in practice: smaller teams, deeper expertise per role, and direct access to whoever is doing the work. You will not be handed off to a junior. You will not see staffing changes mid-engagement. The principal stays on every project.
The form below qualifies the conversation so the first call is useful. Or skip the form and grab time directly on the calendar. Both work.