HEALTH CHECKS & UPGRADES
SERVICE OVERVIEW
Instances degrade gradually. Business rules multiply, scripts duplicate logic, ACLs drift from intent, transactions slow, and each skipped upgrade widens the gap between what you run and what the platform now supports natively. By the time users complain, the causes are years deep.
Our health check inspects the instance systematically: update-set and customization inventory, script and business-rule analysis, ACL and role review, transaction and slow-query profiling, integration error rates, and upgrade skip analysis. Findings are ranked by risk and effort, not listed alphabetically.
You receive a remediation plan with a clear sequence — quick wins first, structural fixes staged — plus an upgrade readiness assessment covering which customizations will conflict, what regression coverage is needed, and how long a safe upgrade will realistically take.
Discuss your engagementWHAT WE SOLVE
Forms load slowly, list views time out, and nobody can say why because the causes are spread across scripts, indexes, and integration volume. We profile transactions and slow queries against real usage patterns to identify the specific contributors and quantify the gain from fixing each.
Teams defer upgrades because past ones broke critical workflows, which only makes the next one riskier and larger. We inventory every customization that will conflict, quantify regression scope, and turn the upgrade from an unpredictable event into a planned, testable release.
Roles accumulate, ACLs are copied without review, and elevated access outlives the reason it was granted. We review the access model against least-privilege principles, surface over-permissioned roles and risky ACL patterns, and provide the remediation steps to close each gap.
HOW WE WORK
Automated and manual inspection of configuration, custom code, ACLs, integrations, scheduled jobs, and transaction performance. We collect evidence directly from the instance rather than relying on how the environment is believed to be configured.
Every finding is scored on business risk, user impact, and remediation effort, then presented in a readout that separates urgent structural issues from cosmetic ones. Leadership gets the summary; your engineers get the detail behind every item.
We execute the prioritized fixes, establish regression coverage, and run the upgrade through sub-production environments with clear rollback criteria before production. Post-upgrade validation confirms performance and functionality against the pre-upgrade baseline.
FAQS
We inspect configuration, custom code, ACLs, integrations, performance, and upgrade readiness, then rank findings by risk and effort.
No. Analysis is read-only and runs against production plus a recent clone. Nothing is changed until you approve the remediation plan.
Not at all. The report is written so your own team or another partner can execute each finding without re-analysis.
Annually for most enterprises, or ahead of any major upgrade, acquisition, or new workflow domain going live.
