Applied AI · Salesforce architecture · Data & integration · DevOps

Enterprise Salesforce and applied AI — engineered by a team that builds with AI every day.

Architecture, data pipelines, and AI-powered automation for healthcare and financial services. Senior engineers who solve the business problem, not just the ticket.

What we do

Six ways to put senior engineers on your hardest problems.

Whether you're standing up a new org, automating a data pipeline, or working out where AI actually fits — the work is hands-on and senior the whole way through.

Salesforce Architecture & Implementation

Solution design, data modeling, and build for Health Cloud, Financial Services Cloud, and the core platform — Apex, Lightning Web Components, and OmniStudio.

Health Cloud · FSC · core platform

Applied AI & Automation

AI-powered pipelines, agents, and workflow automation that run inside your existing systems — designed with the guardrails regulated industries require.

LLM workflows · agents · automation

AI Adoption for Engineering Teams

We build with AI coding assistants every day. We help your team move to an AI-native SDLC — the working practices, guardrails, and secure integration with your enterprise systems, not just licenses.

AI-native SDLC · governance

DevOps & Release Management

Stand up and mature CI/CD with Copado and Gearset — environment strategy, branching, deployment automation, and org cutover planning.

Copado · Gearset · CLI pipelines

Data Pipelines, Migration & Integration

Automated data pipelines, org-to-org migrations, and integration architecture across Salesforce and modern cloud data platforms — including complex Health Cloud data-model work.

Python ETL · cloud data platforms · REST

Advisory & Architecture Review

Fractional architect engagements, technical audits, vendor and managed-package escalation support, and contract/SOW technical review.

Fractional architect · audits

Not sure where to start?

Most engagements begin with a short conversation about where your platform — or your AI plans — are stuck. Scope and rates are set per engagement.

Contact for rates & scoping
How we work

Built with AI. Backed by senior judgment.

We use AI coding assistants on every engagement — it's how we design, build, and ship, not a novelty. Twenty years of enterprise delivery decides what gets built and why. AI tooling changes how fast it gets there, and how much of the method your team keeps.

  • 01
    An AI-native SDLC
    Discovery, design, build, test, and documentation are all accelerated with AI tooling under senior review — faster delivery without shortcuts on quality or compliance.
  • 02
    Regulated-industry depth
    Real architecture experience in healthcare and financial services — Health Cloud, FSC, nCino — where security, auditability, and data handling aren't optional.
  • 03
    Fast on new ground
    The same method carries to platforms outside our core stack. Recent work includes automated data pipelines on a cloud data platform, built with its native AI assistant.
  • 04
    Built to hand off
    Disciplined release management, documentation, and the AI workflows we used — so your team owns the platform and the method after the engagement ends.
The stack

Deep expertise where the work is hard.

Twenty-plus years of enterprise application development, concentrated in the platforms and industries that demand it — and a working practice built around AI tooling.

Salesforce platform
  • Health Cloud
  • Financial Services Cloud
  • nCino
  • OmniStudio
Development
  • Apex
  • Lightning Web Components
  • Flow
  • OmniStudio Integration Procedures & DataRaptors
DevOps & release
  • Copado
  • Gearset
  • Salesforce CLI
  • Git-based source control
Data & integration
  • Python ETL pipelines
  • Snowflake
  • REST / SOAP integration
  • Org-to-org migration
Applied AI
  • AI-native SDLC
  • Claude Code: skills, hooks & plugins
  • Multi-agent orchestration
  • MCP server development
  • Agent observability & control
  • AI-assisted delivery in Jira & Confluence
  • AI enablement & training for engineering teams
  • LLM-powered pipelines & agents
Get in touch

Let's talk about what you're building.

A short call, no pitch deck. Tell us where your platform is stuck — or where you think AI could help — and we'll tell you honestly whether we're the right fit.

brian@lavin-advisory.com
Start with an email.

A few lines about your org, your data, or the problem you're trying to solve is plenty. We'll reply within one business day.

Email us