Salesforce Consulting

Industries We Serve

FormativGroup supports growing and transforming companies through practical modernization focused on accessible, trusted data, dynamic workflows, and connected applications.

Results

60%

reduction in manual effort

40%

improvement in service efficiency

50%

faster business processes

40%

decrease in administration burden

Practical Modernization Starts Here

Data Governance

Establish trusted ownership and verifiable controls around information, ensuring it remains accurate, reliable, traceable, and usable across the business.

Data Lineage & Dependencies

Create visibility into where information originates and how it moves, helping teams understand dependencies, reduce risk, and make changes with greater confidence.

Data Readiness

Ensure clean, accurate, and valuable data pools for machine learning, modernization, migration, and future growth initiatives.

Outcome-Driven Workflow Design

Design workflows around the outcomes the business is trying to achieve rather than the limitations of individual applications.

Flexible by Design

Create dynamic workflows that evolve alongside changing business priorities, requirements, and operating conditions without requiring teams to redesign how work gets done.

Information-Driven Action

Retrieve, coordinate, and act on information across systems, allowing work to move forward based on business needs, not predefined application paths.

Application Strategy

Determine where standardization, configuration, integration, and customization create the most value, aligning application decisions to business needs and long-term objectives.

Connected Application Environments

Assess how systems interact with one another, the workflows surrounding them, and the data underneath it all to identify dependencies and reduce friction.

Purpose-Built Technology Ecosystems

Align data, workflows, and applications around business outcomes so organizations can experience technology investments as they were intended to function.

Insights & Resources

The Business Value of Standardized Banking Data

August 21, 2026

Banking

AI

Data Strategy & Governance

Data Migration

The Next Era of Insurance Technology Starts with What You Already Have

August 21, 2026

Insurance

AI

Data Strategy & Governance

Creating Clarity Across Case Management at DC Health Exchange Authority

60% reduction in manual case intake and processing

Public Sector

Salesforce

Transform Possibilities into Progress

Transform Possibilities into Progress

Your organization deserves more than disconnected tools and short-term fixes. We help businesses create environments that support new thinking and how work gets done.

Connect With Our Experts

FAQs

Can I modernize even if I’ve already invested in technology?

Yes, you can modernize even if you’ve already invested in technology. Modernization is often about reducing technical debt, improving how existing technologies work together, and helping organizations realize more value from the investments they’ve already made.

Does FormativGroup work across all industries?

Yes, FormativGroup works across all industries but has deep industry expertise in banking, healthcare, higher education, insurance, media and entertainment, mortgage and lending, public sector, and wealth management, where workflows, data, and operational orchestration are critical.

What challenges indicate it’s time to modernize?

These challenges often indicate it’s time to modernize, though they are not the only signs: manual workarounds, fragmented information, disconnected systems, and reliance on institutional knowledge are often symptoms of technology environments that have evolved independently over time.

Can FormativGroup work with organizations managing both legacy and cloud environments?

Yes, FormativGroup works with organizations managing both legacy and cloud environments. Many teams operate across legacy systems, cloud applications, shared drives, spreadsheets, and more; by aligning data, workflows, and applications, work can happen more efficiently across all business lines.

What is practical modernization?

Practical modernization is a realistic approach to improving technology environments. It focuses on individual business needs, sustainable outcomes, and meaningful value rather than unnecessary complexity, disruption, trend-driven investments, or over-engineered solutions.