The request usually starts the same way: "We just need a small Salesforce thing."
It could be a quick automation for the sales team. Maybe it’s a clean, simple dashboard for marketing. Sometimes, it might seem like a lightweight grant-tracking add-on for a nonprofit, like Salesforce’s Nonprofit Success Pack (NPSP), which isn’t always as simple as you might think. Compared to a massive enterprise rollout, these sound like no-big-deal projects—something you could knock out in a few weeks and move on.
And that’s exactly where trouble starts.
Think about it, a project that looks tiny on paper can quietly grow fangs if it’s not planned and built with the big picture in mind. The point being, without a clear strategy and some careful planning, what might at first look like a small, quick fix can easily turn into a twisted mess of duplicate automations, department-specific data silos, or disconnected workflows that leave users wondering why nothing works the same way twice.
Think of it like adding a room onto your house without checking the foundation. You might enjoy it for a while, but eventually, cracks start to show.
When we talk about “big strategy,” we’re not talking about bogging a project down with months of paperwork. We mean giving even the smallest project the kind of attention that prevents future headaches: scoping clearly, documenting decisions, managing change, and making sure the new solution fits neatly into your long-term architecture.
At Dynamic Specialties Group, we’ve seen too many “quick fixes” turn into expensive do-overs later. That’s why every project we take on—whether it’s a department-level quick start or a multi-phase rollout—starts with our Discovery Phase.
Discovery isn’t a formality for us—it’s the foundation. We start by listening. Really listening. We meet with the people who will use the solution day in and day out to understand what’s working, what’s frustrating, and what success would actually look like for them.
Then we take a hard look under the hood—your Salesforce org, connected systems, data flows, and anything else that might affect how this new piece will fit. It’s not about finding problems for the sake of it; it’s about making sure we understand the landscape before we start building.
From there, we define what “done” actually means. We set a shared vision of success so there’s no guessing later. And if the project is just the first step toward a bigger goal, we map a path that lets you grow without tearing anything down later.
Even for small projects, this step pays off in a big way. It ensures what we build now won’t become tomorrow’s technical debt.
Once Discovery is complete, we move quickly—but with intention. The build phase moves faster because we’ve already done the “hard thinking:” the detailed planning and mapping of potential roadblocks to make sure the solution isn’t just functional, but also user-friendly and scalable as your company grows and evolves.
And when it’s ready to launch, we don’t just hand over the keys and walk away. We make sure your team understands how to use it, how to get help when they need it, and how to keep it running smoothly because a tool people don’t understand is a tool they won’t use.
When you treat small projects with the same strategic care as big ones, you're not just getting a working solution, you're building a stronger Salesforce foundation. Your data stays clean. Your processes stay aligned. And your team trusts the tools they have.
So the next time you think, “It’s just a small Salesforce project,” remember this: small projects have a habit of growing up. Give them a strong start, and they’ll grow in the right direction.
Plan. Document. Manage change. It’s not overkill—it’s insurance.
Let’s make your “small” Salesforce project a big success. Book Your Discovery Session with DSG today.