Anyone on Your Team Can Move Work Forward

You already have Salesforce. Orchid builds 
approvals, reports, and routing into the system, so work stops waiting on the same few people.

Orchid Consulting diagnoses root causes, fixes what's broken, and builds your Salesforce to last.

Who We Work With

Inefficient Workflows

Every Process Runs Through One Person

Reports route through one admin. Data changes route through one IT resource. Chapter updatesroutethrough the membership team. Each of those is tolerable on its own, and together they set the pace of the whole organization.

Bottlenecks form quietly. A system goes live, one person becomes the person who knows howto dothings in it, and over time everyone forgets itdoesn’thave towork that way.The softwarecanlet anyone run that report.

The workflow can trigger on its own. The approvals can be built in. Orchid puts those steps into the system. 

30+
Years in Technology
77
Salesforce Certifications
95%
Client Retention
90d
Average Project Start to Live

What This Looks Like Day to Day

The Organization Moves at the Speed of One Person
Requests wait on one person's availability.
Reports Take Several People or Several Hours
Anyone who needs a number can pull it.
The Same Data Gets Keyed in Twice
Two systems that never integrated cleanly reconcile by hand every week.
Approvals Live in Email
No one can say where a request stands without asking around.
Some Processes Feel Too Sacred to Touch
They're protected by habit rather than by the value they create.
Renewal Season Takes Six Weeks of Chasing
Most of that is follow-up the system could handle on its own.

Steps the System Runs on Its Own

The tasks that fill a week rarely need a person. We automate the ones that follow rules and leave your team the ones that need judgment, so routine work continues whether anyone is at their desk or not.

Renewal and Dues Automation
Roster and Record Updates
Committee and Role Assignment
Approval Routing
Event Registration Workflow
Recurring Reports and Alerts

Processes That Survive Turnover

Before anything gets automated, we map how the work actually runs, exceptions included. Some steps create value and some exist because they always have. We separate the two, then document what stays so the process survives a departure.

Business Process Review
Exception Handling
Change Management
Process Documentation
Workaround Elimination
Role-Based Training

Requirements Copied From the Old System

The build matches what came before, workarounds included. Steps that exist to compensate for old software are rebuilt, even when they're not needed.

We flag what's outdated and recommend what stays.

No One Owns What Happens After Launch

Once a process is live, it's on autopilot. Someone has to notice a problem and raise it, and in most organizations, no one is responsible for doing that.

Managed Services makes optimizations standard.

Built into every engagement

Build Once,
Reuse Everywhere

Solving the same problem separately for each team is what makes a system expensive to maintain in year three. We build reusable components, so a workflow that works for one chapter works for fifty and a portal built for members extends to sponsors in weeks.

Components that solve similar problems across departments
Cyril accelerators in place of custom development
Lower cost and shorter timeline on every change that follows
Meet Cyril

Related Challenges

See What Your Salesforce Can Be Doing

Start with a Salesforce ROI Roadmap. We map your environment against your goals and hand you a prioritized plan with effort and impact for every item.

No cost, no obligation.