LOVALTO
Services / Health Check

Find out what your org is hiding.

A structured audit of security, data quality, automation, and adoption, delivered as a prioritized fix list. Read-only access, no disruption to your team.

7-10 business days Fixed fee Read-only org access
What we audit

Four lenses on the same org.

Security and access

Who can see and change what, measured against least privilege. Profiles, permission sets, sharing, and the access nobody remembers granting.

Least privilege, verified

Data quality

Whether the data your reports stand on can be trusted: completeness, duplication, and the fields that exist but never get filled.

Reports you can trust

Automation

The flows, triggers, and legacy automation running your org, and where they overlap, conflict, or quietly fail.

Tech debt, surfaced

Adoption

What your team actually uses versus what was built. Where the org fights the way people work, adoption is the symptom, not the cause.

Usage over opinions
What you get

A fix list in priority order, not a lecture.

  1. Findings report

    What we found across all four lenses, written in plain language, with the evidence behind each finding.

  2. Prioritized fix list

    Every issue ranked by risk and effort, so you know what to fix first and what can wait. Some fixes your own admin can take on directly.

  3. Debrief with the architect

    A working session with the senior architect who ran the audit, so the findings land with context and your questions get answered.

Where this connects

Want a first read before committing?

The free Health Score quiz and the Org Health Checklist give you a self-serve signal today. When the findings need fixing, that work fits Hourly Consulting or a fixed-price Quick Start.

Want the real picture?

Read-only access, 7-10 business days, and an honest report. No disruption, and no obligation to fix anything with us. We respond within 4 business hours.