How We Typically Help

• Build Salesforce around real development and asset workflows 

  • Structuring Salesforce so project development, approvals, asset tracking, and operations happen inside the platform — not across spreadsheets, email, and disconnected tools. 

• Connect systems, data, and lifecycle visibility 

  • Making sure development, operations, finance, and leadership teams are working from consistent information across projects and assets. 

• Turn Salesforce into a system of execution 

  • Embedding workflows, approvals, and asset-related processes into Salesforce so work progresses consistently from development through operations. 

Common Situations We Step Into

Renewable energy organizations typically come to us in one of three situations: 

1. New Salesforce implementations 

For organizations implementing Salesforce for the first time, the priority is getting the foundation right. 

We work with you to: 

• Define how project development, approvals, construction, and operations should operate inside Salesforce 

• Design data models for projects, sites, assets, partners, and stakeholders 

• Structure workflows from opportunity through development, build, and operations 

• Integrate Salesforce with ERP, project systems, and monitoring platforms 

• Deliver reporting that connects pipeline, project progress, and asset performance 

This is usually a strong fit for teams that want to get it right from the beginning, instead of rebuilding later. 

2. Recovering and stabilizing existing Salesforce environments 

For organizations where Salesforce exists but project and asset visibility is still happening outside the system, the focus is getting things back under control. 

We work with you to: 

• Understand how development, construction, and operations are actually being managed today 

• Identify where workflows break down between teams 

• Reconnect processes so work flows end to end inside Salesforce 

• Clean up data models so reporting reflects real activity 

• Start making steady, visible improvements 

This tends to work best for organizations that are ready to simplify and fix what’s there — not just keep adding more on top. 

3. Expanding Salesforce as a platform 

For organizations where Salesforce is already in place, the focus shifts to extending it across more of the business. 

We work with you to: 

• Extend Salesforce across asset management and operational workflows 

• Introduce structured processes across approvals, development, and performance tracking 

• Improve reporting across projects, assets, and operational performance 

• Replace inconsistent processes with something repeatable across teams and locations 

This is typically where Salesforce starts becoming part of how the business runs, not just something the commercial team uses. 

AI and Automation in Renewable Energy Workflows

A growing part of our work is applying Salesforce AI and automation to real operational processes. 

This includes: 

• Moving projects through development, approval, and execution workflows 

• Automating coordination across development and operations teams 

• Supporting asset tracking and performance-related workflows 

• Reducing manual work across project and operational teams 

• Keeping work moving without relying on manual tracking 

The focus is always practical — applying automation where it improves visibility, coordination, and long-term performance. 

Our Delivery Model

We typically work with organizations in one of two ways, depending on internal structure. 

In many renewable energy organizations, Salesforce is disconnected from project management, operations, or asset tracking. We work differently — the same people who design the solution are the ones working with you throughout. 

Acting as Your Salesforce Team

For organizations without dedicated Salesforce leadership: 

• • Take ownership of Salesforce across development and operations 

  • Align it to how projects and assets are managed 

  • Define and manage what gets built and when 

  • Coordinate across systems and teams 

  • Deliver implementation, enhancements, and ongoing improvement 

This creates a single place where responsibility sits. 

Acting as a Strategic Salesforce Partner

For organizations with an existing team: 

• • Work alongside your team on the parts that are slowing execution down 

  • Lead specific initiatives or problem areas 

  • Fix areas that have degraded over time 

  • Deliver work without adding more layers 

This tends to work best when teams want support where it matters, without changing how they’re structured. 

Handling Growth, Complexity & Scale

Renewable energy businesses evolve as portfolios grow, projects scale, and operational demands increase. 

We support: 

• Expansion of project pipelines and asset portfolios 

• Changes in regulatory and approval requirements 

• Standardizing processes across projects and regions 

• Integrating new systems and operational tools 

• Improving visibility across development, assets, and performance 

We also support growth scenarios, including: 

• Aligning operations across regions or asset portfolios 

• Consolidating data across systems 

• Standardizing how projects and assets are managed and reported 

This usually works best for organizations that want to simplify through growth, not carry forward every variation. 

How We Work

Whether implementing, fixing, or expanding Salesforce, the approach is the same: 

• Make it reflect how your business actually needs to operate 

• Keep it aligned as things change 

We’ll also tell you directly when something isn’t working — including when the right answer is to simplify or remove what’s already been built. 

Our Accelerators

Fostering has delivered many successful Salesforce Implementations and Enhancements for banking clients.  This means we've solved many of the challenges that you might face - an overview of some of the technical solutions we've deployed is available here.