For consulting and implementation partners
Extend your delivery team without changing the client relationship.
Halo supports partner-led engagements with senior business analysis, Salesforce consulting, and practical delivery work. We can work within your methodology and agreed communication model. Your firm retains the client relationship, commercial ownership, and final decisions.
Discuss a partner engagementPartner need
Agreed role and boundaries
Reviewable work
Partner-owned handoff
Where Halo can help
Focused expertise for a defined part of the work.
Discovery and business analysis
Map workflows, exceptions, and competing assumptions into decisions the team can review.
Requirements and delivery definition
Shape stories, business rules, acceptance criteria, and traceable handoffs for implementation and testing.
Salesforce solution work
Assess platform fit and design or configure bounded capabilities around the operating process.
Validation and adoption
Support UAT scenarios, defect triage, documentation, and handoff for the people using the change.
Scope is agreed per engagement; not every project includes every activity.
Ways to work together
Fit the role to the engagement.
Embedded specialist
Add a senior BA or Salesforce consultant to an existing team for a defined period and agreed review points.
Bounded work package
Assign a concrete discovery, requirements, design, validation, or adoption deliverable with a clear handoff.
Independent readiness review
Clarify a difficult workflow or implementation decision before committing to a larger build.
Working boundaries
Clear roles make partnerships work.
Before work starts, we agree on the prime contractor, client-facing role, access, deliverables, decision authority, confidentiality, intellectual property, security obligations, and approval of any project reference.
Halo does not assume permission to contact your client independently or use client names, logos, screenshots, or results in its marketing.
Start with the role