01
DirectionDigital strategy & transformation
Clarify priorities, target capabilities, operating model, governance and roadmap before committing to technology or large delivery effort.
DiscoveryRoadmapsOperating modelVendor decisions
Make technology easier to decide, deliver and scale.
The Tech Shake bridges business priorities and technology execution across digital transformation, Salesforce & CRM, AI adoption and complex project delivery.
Strategic thinking.Delivery discipline.No unnecessary complexity.
15+ years
technology consulting & transformation
25+ engagements
client contexts across multiple industries
€100k–€1M
experience across project scales
8–40 people
teams led and coordinated
Senior consulting where business, technology and delivery meet.
The Tech Shake focuses on the parts of digital change that are hardest to connect: defining the right problem, turning it into a workable solution, structuring delivery and keeping stakeholders aligned until value is realised.
02
CRMSalesforce & CRM
From requirements and functional design to governance, adoption and evolution across Sales, Service and Experience Cloud, with Data Cloud and Agentforce where they add value.
Sales CloudService CloudExperience CloudData Cloud / Agentforce
03
AIAI & business automation
Turn broad AI ambition into practical use cases, process changes, data needs, pilot scope, governance and measurable adoption.
Use-case discoveryProcess redesignPilot definitionAdoption
04
DeliveryProject & program leadership
Hands-on leadership across scope, resources, budget, risks, vendors, executive stakeholders, steering committees, go-live and hypercare.
PM / Program leadGovernancePMORecovery
Typical starting points
The problem is visible. The right intervention is not.
That is often the point at which an independent senior perspective is most useful.
The goal is not to maximise technology. It is to make the next decision clearer, the solution simpler and delivery more controllable.
→
“We need an AI plan that goes beyond demos.”
Prioritise use cases, process impact, data, governance and a credible path to pilot and adoption.
→
“Our CRM is established, but value and adoption have stalled.”
Review process, data, backlog, roles and operating model before adding more configuration.
→
“The project is moving, but control and decisions are weak.”
Reset scope, governance, risks, ownership, reporting and decision paths.
→
“We need someone to connect business, vendor and delivery teams.”
Create a single view of requirements, priorities, dependencies and decisions across stakeholders.
Start with a defined intervention, not an oversized transformation.
Four focused engagement shapes make it easier to start small, create clarity and decide what should happen next. Scope is adapted to context rather than forced into a standard package.
Focused advisory
Digital Direction Sprint
For a business or technology challenge that needs structure before investment or delivery.
- Best for
- Priorities, roadmap, operating model, technology choices.
- Typical output
- Current-state view, decision points, recommendations and sequenced roadmap.
CRM assessment
Salesforce / CRM Health Check
Independent review of a CRM that exists but is not delivering enough business value.
- Best for
- Adoption, backlog, data, automation, governance and evolution.
- Typical output
- Findings, priorities, quick wins and an evolution roadmap.
AI definition
AI Opportunity & Pilot Definition
Convert an AI ambition into a prioritised, governable initiative tied to a real process.
- Best for
- Teams with ideas but no clear use-case or pilot path.
- Typical output
- Use-case shortlist, value/feasibility criteria, pilot scope and governance needs.
Delivery reset
Project Recovery Review
Independent review when a programme is slipping, overloaded or no longer transparent.
- Best for
- Delayed delivery, unclear ownership, vendor friction, executive concern.
- Typical output
- Recovery priorities, governance reset, decision log and delivery control plan.
A simple operating model for complex change.
Engagements vary, but the logic stays consistent: understand first, design deliberately, mobilise clearly and keep execution connected to business outcomes.
Diagnose
Objectives, pain points, process, systems, data, stakeholders, constraints and decisions already taken.
Design
Target process, requirements, options, priorities, roadmap, governance and success measures.
Mobilise
Teams, vendors, scope, plan, budget, risks, dependencies, decisions and cadence.
Deliver & evolve
Execution, adoption, go-live, hypercare and the next backlog based on business value.
Experience highlights
Built on real transformation and delivery work.
The Tech Shake is a new independent practice. The team behind it brings experience from prior consulting roles working with large organisations and complex transformation programmes.
Public services
End-to-end CRM transformation
Legacy-to-Salesforce transformation spanning discovery, roadmap, requirements, multiple clouds, integrations, governance, deployment, training and go-live, with later Data Cloud and AI-related work.
Banking & insurance
Program leadership in regulated environments
Project governance, executive stakeholders, risks, resources, suppliers, integrations and delivery coordination across complex client organisations.
Industry & services
CRM evolution from discovery to go-live
Functional discovery, solution definition, prioritised roadmaps, delivery planning, validation and production rollout across recurring evolution programmes.
Cross-sector
Salesforce, data and AI proposition work
Discovery, demos, proposals, use-case definition and pre-sales support around CRM, Data Cloud and Agentforce-related business scenarios.
About The Tech Shake
An independent consulting team for complex digital change.
The Tech Shake is an independent consulting practice built on senior experience in technology consulting, project management and digital transformation.
The team behind The Tech Shake has worked across more than 25 client engagements in banking and insurance, public sector, industry, services, technology and life sciences. Our work sits at the intersection of business needs and technology delivery: discovery, requirements, functional design, roadmaps, project economics, resources, governance, risks, vendors, steering committees, adoption and go-live.
Our Salesforce experience spans Sales, Service and Experience Cloud, with more recent work around Data Cloud, Agentforce, AI-enabled processes, demos and pre-sales.
Senior expertise from day one
Independent of software vendors
Business-first, delivery-aware
Flexible project or fractional support
Start with the problem
What decision or delivery issue needs to become clearer?
You do not need a perfect brief. Share the context, what is not working and the decision you are trying to make.
hello@thetechshake.com