Transformation Advisory

Strategy To Support Execution

Large-scale transformation is our specialty. Our transformation advisory services help organizations navigate the complex landscape of simultaneous business and technology change.

V2 leverages our D(3P) Framework to holistically assess your business from a Data, People, Process and Platforms perspective, ensuring that your challenges have been analyzed from all angles and that technology is not the only dimension considered. With V2, you can gather, analyze and share data, build trust and brainstorm solutions with peace of mind knowing you have an option to transition into a hands-on, technology focused program without the need to switch partners. This one-stop shop approach is what sets V2 apart from many other systems integrators in the Salesforce ecosystem.

When To Consider

A Transformation Advisory Program

Below are just a few examples of common challenges our clients face which oftentimes necessitate a transformation advisory program:

  • A planned revamp of your end-to-end prospect-to-cash process or other significant parts of your business
  • A sudden or lingering business challenge that your executive team needs solved as soon as possible through process improvement, change management and technology optimization
  • An upcoming reorganization that will impact several roles and responsibilities across the company
  • A significant technology decision or shift in technology strategy on the horizon, such as deprecation of an old system, integration of a new quote-to-cash system, or implementation of a new BI tool and data warehouse
  • A significant shift in the organization as a whole, such as the acquisition of a new company that also runs on Salesforce and where merging of multiple Salesforce instances is imminent


Who We Are

V2 is a leading boutique management & technology consultancy in the Salesforce ecosystem. Since 2005, we've built a respectable client list of well-known brands and fostered a culture of excellence, diversity, inclusion, and growth.

What We Do

V2 supports business and technology transformation initiatives across a range of industries. We take a holistic approach to solving client challenges by focusing on people, processes, data and platforms, and partner with best-in-class technology solutions including Salesforce and Snowflake.

How We Operate

V2 is an independently owned consulting firm that delivers a unique customer experience by combining proven enterprise capabilities, fair & reasonable pricing, a flexible delivery model, and a white-gloved approach to client success.


V2 understands the nuances of your industry including key trends, process flows, roles & responsibilities, data structures, and technology integrations. We'll speak your language on day one and share proven, innovative approaches to help you drive business and digital transformation in a competitive landscape.

Featured Insights

V2 believes that providing world-class consulting services begins with a passion to listen, learn, analyze, debate and share. While we certainly retain some of our "special sauce" for clients, we feel it's important to highlight our perspective and insights on a range of relevant topics.