Business Analysis
Get everyone working towards the same outcome, before the build begins.
- Discovery workshops and process mapping
- Requirements and acceptance criteria
- Backlog refinement and UAT support
SENIOR-LED SALESFORCE CONSULTING
Good strategy.
Better Salesforce.
A bridge between.
Salesforce expertise. Built around your business.
From the first workshop to the next release, we help turn complex requirements into clear priorities, practical solutions and a platform your team can use with confidence.
Independent Salesforce consulting. Business-first, from discovery to delivery.
THE PONTECLOUD APPROACH01 / CONNECT
Business strategy⟶Salesforce delivery
FROM CONVERSATION TO CLARITY
01 Understand the needDiscovery
02 Define the right solutionDesign
03 Make change workDelivery
4 Salesforce certificationsHeld by your consultant, Filipe Couto
Senior-led consultingExperienced people, directly involved
Built around your teamProjects and ongoing support
01 / SERVICES
Make Salesforce
work for
your business.
Whether you need a clearer starting point, a better customer experience or a trusted extension of your team, we help connect the dots.
Find the right support →Salesforce Advisory
Turn competing requests into a practical direction for your Salesforce platform.
- Current-state assessment
- Roadmap and priority definition
- Solution options and delivery guidance
Experience Cloud
Shape digital experiences around the people who actually use them.
- Customer and partner journeys
- Portal requirements and configuration
- Access, usability and adoption
Managed Services
Keep your platform moving as your business and priorities evolve.
- Salesforce administration and improvements
- Backlog and release coordination
- Ongoing functional support
THE WAY WE WORK
Clarity at every crossing.
A shared understanding of the problem.
A clear owner for the next step.
Start with the business.
Listen to your team, map the current process and agree what a useful outcome looks like.
Make the choices clear.
Document requirements, surface trade-offs and prioritise a realistic scope together.
Stay close to the detail.
Support implementation, test against agreed criteria and prepare people for change.
Keep learning after launch.
Review feedback, maintain the backlog and plan the next improvements around actual needs.
PROJECT BLUEPRINTILLUSTRATIVE
A clearer path
from lead to opportunity.
01
DiscoverMap the sales handoff
↘02
DefineAgree stages, owners and criteria
↘03
ValidateTest with the people using it
↘02 / CASE STUDY
What could better
alignment look like?
An illustrative engagement, showing how we would approach a common Salesforce challenge.
THE CHALLENGE
Sales and operations interpret lead stages differently. Ownership is unclear, and the backlog grows without a shared view of priorities.
THE APPROACH
Bring stakeholders together, map the current and future process, then translate decisions into user stories and measurable acceptance criteria.
THE DELIVERABLES
An agreed process map, a prioritised backlog, clear ownership and a UAT plan to validate the solution before release.
Example only. This is not a published client result.
CASE STUDY / FILIPE’S PROJECT EXPERIENCE
From the first workshop
to user acceptance.
An anonymised example of end-to-end
business analysis and delivery support.
I joined the project at the beginning to help turn business needs into a clear, shared delivery plan. Working closely with stakeholders and the development team, I stayed involved from discovery through to delivery and user acceptance testing.
Understand today. Design tomorrow.
I led discovery sessions to understand the business, clarify requirements and map the existing AS-IS processes. Together with stakeholders, I shaped the To-Be processes so the team had an agreed picture of how the future solution should work.
Make the work clear and testable.
I managed the backlog, created user stories and defined acceptance criteria for each one. This gave business stakeholders and developers a common reference for scope, expected behaviour and what needed to be validated.
Keep business intent close to the build.
I took part in Scrum ceremonies, clarified requirements and worked with the team throughout development to keep the implementation aligned with the user stories and agreed acceptance criteria.
Validate with the people using it.
I followed the solution through delivery and facilitated UAT sessions with business users, checking the delivered functionality against the agreed requirements and supporting the team in resolving questions and feedback.
The thread through every stageDiscovery → AS-IS / To-Be → Backlog → User stories & acceptance criteria → Scrum delivery → UAT
Personal project experience of Filipe Couto. Client details are omitted; no commercial results or metrics are claimed.
03 / ABOUT PONTECLOUD
Hi, I’m Filipe.
Your bridge to better Salesforce.
I help business and technical teams understand each other — and turn that understanding into Salesforce solutions that make sense.
I founded PonteCloud to bring experienced, hands-on consulting closer to the businesses that need it. You work directly with me, from understanding the challenge to defining the solution and supporting delivery.
My experience spans Sales Cloud, Service Cloud and Experience Cloud, with a focus on discovery, business processes, user stories, backlog management and UAT. I enjoy making complex requirements clear and helping teams move forward together.
- → Business context before configuration
- → Clear user stories and acceptance criteria
- → Close collaboration throughout delivery
- → Practical support for testing and adoption
MY SALESFORCE CERTIFICATIONS
- SALESFORCE CERTIFIEDAdministrator
- SALESFORCE CERTIFIEDPlatform App Builder
- SALESFORCE CERTIFIEDBusiness Analyst
- SALESFORCE CERTIFIEDExperience Cloud Consultant
WHAT YOU CAN EXPECT
Confidence comes from
how we work together.
A person, not a handoff.
Direct contact with the consultant doing the work, with the business context kept close throughout the engagement.
Clarity you can use.
Documented processes, understandable requirements and acceptance criteria that help everyone assess the same outcome.
Experience with a foundation.
Four Salesforce certifications alongside practical experience in analysis, configuration, delivery support and UAT.
04 / PRICING
The right support.
The right commitment.
Start with what you need.
Agree scope and fees before work begins.
FOCUSED CONSULTING
10-hour package
A focused block of time for discovery, advisory, requirements or a defined Salesforce improvement.
€1,00010 hours · €100 / hour
- Discovery and Salesforce advisory
- Business Analysis or Experience Cloud support
- Priorities and deliverables agreed upfront
MORE ROOM TO MAKE PROGRESS
20-hour package
A larger block for a broader backlog, deeper analysis or support across several delivery activities.
€1,80020 hours · €90 / hour
- Discovery, process mapping and user stories
- Delivery coordination and UAT support
- A shared plan for using your hours
ONGOING SALESFORCE SUPPORT
Managed services
Practical support to keep Salesforce useful as your team, processes and priorities evolve.
€70per hour · capacity agreed together
- Functional support and administration
- Salesforce Flow and ongoing improvements
- Backlog and release reviews
Need more than 20 hours? We’ll scope it together. →
Scope, availability, invoicing and any applicable taxes are confirmed in your written proposal.
05 / LET’S CONNECT
A quick call.
A simple note.
A clear next step.
Tell me what you need from Salesforce. We can talk through your priorities and find the right way to work together.
LET’S FIND A TIME
filipecouto20@gmail.comBook an introductory call
Choose an available time in my calendar. We’ll talk through your Salesforce priorities and the next steps.
Book a call →Choose an available time on the booking page.
Prefer a written introduction? Use the note form.
OR SEND A NOTE
What can I help you with?
A little context is all we need to get started.