Advisory Services

Start your digital transformation journey with the right advice. Whether you’re building an internal or external community from scratch or migrating an existing one, let our experts provide the right roadmap to ensure your community’s success.

Digital transformation made simple.

Our team of certified experts will help you map out the right collaboration community for your needs, whether it be an internal or external community, building from scratch or migrating an existing community to a new platform. We take the complication out of collaboration with best practice discovery methods that get to the heart of your needs without wasting your time.

“I can’t say enough great things about Paladin. We were new to Salesforce and we were stuck on launching a new community portal. The team at Salesforce recommended Paladin and they parachuted in to save the day. Our new community cloud system is up and running and our customers love it. The entire team is amazing, patient and understood our business needs. It’s like they have always worked for us. I will recommend Paladin to all my colleagues as we expand Salesforce throughout our organization.”
— Court Passant, Vice President, Affiliate Marketing, CBS Affiliate Relations and CBS Television Networks Distribution


We never jump into a project without fully exploring the customer’s needs. From what you have to what you want, we do a full discovery process before we begin, including readiness, business needs, and use cases.

Direction Setting

We work with you to ensure that your community is set up to do what you intend it to do — now and in the future. At Paladin, our experts can advise you on which tools to use now and which to prepare to integrate in the coming months or years as you scale and grow.


Our architects will devise a clear blueprint for your community, to communicate to your team and our developers what the finished product is intended to be and do. Having a clear picture of the final design gives everyone a better idea of what the work will look like.


At Paladin, we firmly believe that “a goal without a plan is just a wish”. We provide clear milestones for all of our team members, and include even the smallest details to ensure the plan is clear from start to finish.

Need advisory services?

If you’re ready for more information about our advisory services and mapping out the internal or external community your organization needs, fill out the form and we will be in touch shortly.