I'm an independent, certified Salesforce and Certinia consultant based in Montréal. I help professional-services and technology companies implement Salesforce, automate billing with Certinia PSA, and build practical AI with Agentforce — delivered in English or French.
Hands-on Salesforce and Certinia work, from first implementation to ongoing optimization
Stand up Sales Cloud, Service Cloud, and Experience Cloud the right way — clean data model, sensible automation, and a configuration your team can actually maintain after go-live. I work end to end: discovery, build, data migration, testing, and user training.
Certinia (formerly FinancialForce) Professional Services Automation is my specialty. Resource management, project accounting, timecards, and revenue recognition — configured to match how your services business actually runs, natively on Salesforce.
Turn manual, spreadsheet-driven invoicing into automated billing inside Salesforce and Certinia — milestone and time-and-materials billing, billing schedules, and revenue recognition that ties back to delivery. Fewer errors, faster cash, and a clean audit trail.
Practical AI, not hype. I design and deploy Agentforce agents grounded in your Salesforce data — for case deflection, internal Q&A, and guided service — with clear guardrails so you know exactly what the agent can and cannot do.
When clicks aren't enough, I write code. Declarative Flow automation where it fits, and well-tested Apex (triggers, batch, integrations) where it's needed — always with proper test coverage and an eye on governor limits and long-term maintainability.
Connect Salesforce and Certinia to the rest of your stack — accounting, payments, ERP, and custom systems — using REST/SOAP APIs, middleware, and MuleSoft, so data flows reliably instead of being re-keyed by hand.
Working in Québec means working in French and English — often on the same project. I run workshops, write documentation, and train users in either language, and I configure Salesforce so your team uses it in the language they prefer. Bilingual page layouts, translated picklists, and French user training are part of the plan, not an afterthought.
As an independent consultant, you work directly with me — the person doing the build. No layers, no handoffs to an offshore team you never meet. That keeps communication tight, decisions fast, and accountability clear.
Based in Montréal, available across Québec and Canada — on-site or remote
Local and available for on-site workshops, discovery sessions, and stakeholder meetings across the Greater Montréal area.
From Québec City to Gatineau, I support French-first organizations that need a consultant who works comfortably in their language.
Toronto, Ottawa, Vancouver, Calgary and beyond — remote delivery is the norm for Salesforce work, and I run projects for clients nationwide.
Tell me what you're trying to fix or build. I'll reply within 24 hours.