Delivery Hub for Consultancies
Built for Salesforce SI shops, implementation partners, and any consultancy that runs formal client engagements with phase gates — not agile sprints. 11 stages from Discovery to Hypercare. Cloud Nimbus uses it internally.
The problem
Consultancies live and die by visibility. You're running 5 engagements at once. Each one is in a different phase, with different stakeholders, different deliverables, different risks. Your PMs are the connective tissue and they're spending 40% of their time on status meetings.
The standard tools are wrong-shaped. Jira is built for sprint cadences and developer-only workflows. Asana is built for marketing teams. Monday.com is a beautiful spreadsheet. None of them understand “phase gate,” “client UAT sign-off,” or “hypercare period.” And none of them live where your data lives — inside Salesforce, where the customer record, the SOW, the time tracking, and the invoice all already are.
You need a delivery framework that knows what an engagement actually looks like. Eleven stages. Three personas. One source of truth, attached to the customer Account. That's what this is.
11 Stages from Discovery to Closed
The Implementation Project workflow type ships as Custom Metadata in Delivery Hub. Customize any stage, add your own, or use the defaults below. No Apex changes.
Discovery
PM ↔ Client Stakeholder
Scoping & SOW
PM
Kickoff
PM ↔ Consultant
Design
Consultant
Build
Consultant
Internal QA
Consultant
Client UAT
Client Stakeholder
Sign-off
Client Stakeholder → PM
Production Deploy
Consultant → PM
Hypercare
Consultant
Closed
PM
3 Persona Views
Same engagement data, three completely different boards. PMs see the portfolio. Consultants see their work. Clients see only what needs their input.
Project Manager
Engagement lead
- All active engagements with current stage
- SOW vs actual hours per project
- Phase gate approval queue
- Client UAT pending sign-offs
- Hypercare burn-down
Consultant
Hands-on implementer
- Active design + build work
- Open client questions
- Internal QA checklist
- Deploy queue
- Hypercare tickets
Client Stakeholder
Customer-side approver
- Current project phase
- Outstanding decisions awaiting their input
- UAT scripts ready for testing
- Sign-off requests
- Project timeline + milestones
We use it ourselves
Cloud Nimbus runs on this
We're a Salesforce consultancy ourselves. We use the Implementation Project workflow type to track every client engagement we run — including the engagement that built Delivery Hub for Mobilization Funding.
The 11 stages above are the ones that actually mattered for our engagements. The 3 persona views are the ones our PMs, consultants, and client stakeholders actually use. We kept the workflow type generic enough that any consultancy can drop in and use it as-is, or customize it in Setup → Custom Metadata Types in 5 minutes.
If you're a Salesforce SI shop running multiple client engagements, this is the workflow we built for ourselves first. It works.
What you get when you install
Implementation Project workflow
11-stage waterfall pipeline as Custom Metadata. Customizable in Setup → Custom Metadata Types.
3 persona views
PM, Consultant, Client Stakeholder. Each sees a focused board for their role.
SOW + deliverable tracking
Attach SOWs, design docs, deliverables to each engagement. Full version history.
Phase gate approvals
Stage transitions can require explicit approval. Client UAT sign-off, deploy approval, etc.
Time tracking on engagements
Work logs roll up by stage and by consultant. SOW vs actual hours visible at a glance.
Document generation + e-sign
Generate SOWs, change orders, sign-off forms from templates. Native e-signature included.
Client portal
Clients see their engagement status without a Salesforce license. Token-gated, no friction.
Cross-org sync (if needed)
Some consultancies have separate prod and sandbox or partner orgs. The sync engine handles it.
What it costs
$0 + your Salesforce
Delivery Hub itself is free and open source. The Implementation Project workflow type is part of the base package. The only thing you pay for is your existing Salesforce edition. No per-project fee, no per-seat fee for the Delivery Hub layer, no enterprise tier.
Want us to install + customize for your specific consultancy? Implementation packages start at $2,500.
Run Your Engagements Inside Salesforce
Install Delivery Hub. Switch the workflow picker to Implementation Project. Drop your first engagement on the board. Your PMs, consultants, and client stakeholders all get the right view.