WHO WE ARE

About CopperHill

We’re a team of integration architects, data engineers, and technology strategists who believe that connected systems drive better business outcomes.

OUR MISSION

Built to Connect Organizations With Their Data

CopperHill Consulting was founded with a clear purpose: to help organizations unlock the full potential of their technology investments through seamless integration and intelligent data management.

We partner with businesses across industries to connect disparate systems, automate workflows, and build data-driven cultures. Our team brings deep expertise in Salesforce, monday.com, and cloud platforms to every engagement.

Whether you’re a high-growth organization modernizing legacy systems or an enterprise scaling global operations, CopperHill delivers the technical depth and strategic insight to get you there.

OUR VALUES

The Principles That Guide Every Engagement

Technical Excellence

We hold ourselves to the highest engineering standards, delivering solutions that are robust, scalable, and maintainable.

Partnership First

We succeed when our clients succeed. Every engagement is a true partnership built on trust and transparency.

Innovation

We stay at the forefront of technology, bringing cutting-edge solutions to solve real business problems.

OUR METHODOLOGY

How We Work

We use a unique engagement methodology that derives value for our clients. Each project is completely customized to your business — from scoping through solution design and configuration, everything we do is based specifically on your needs and challenges.

SCOPING PROCESS

From First Conversation to Signed SOW

1

Initial Discovery Meetings

We introduce both sides and determine if there is a mutual fit, learning about your business and project to identify how we can engage.

2

Scoping Discussions

One or more sessions to gather information — including general business process questions or technical conversations depending on the project’s scope.

3

SOW Delivery and Review

Our team delivers a Statement of Work detailing the scope, timeline, and cost. We arrange a call to review and confirm everything is captured correctly.

4

SOW Execution and Handoff

Once the SOW is executed, our sales team hands your project to delivery. Your consulting team is assigned and your kickoff call is coordinated.

IMPLEMENTATION PROCESS

From Kickoff to Go-Live

1

Kickoff Call

A call led by CopperHill’s VP of Delivery to introduce you to your assigned consulting team and coordinate project logistics.

2

Pre-SDW Questionnaire

Your project manager sends a detailed questionnaire to be completed in preparation for your Solution Design Workshops.

3

Solution Design Workshops

Detailed discovery sessions specific to the business processes, departments, and teams involved — identifying requirements and priorities.

4

Solution Scope Requirements

Your project team creates the SSR with a detailed project timeline for your review and approval. This becomes the project roadmap.

5

Solution Build

Your project team builds, develops, and configures requirements identified in the SDW sessions, using an iterative approach.

6

Solution Walkthrough

Upon completing an iteration, our team provides a live review of your solution to gather feedback and note changes.

7

Post-Walkthrough Changes

Your project team completes any requested updates that came out of the Solution Walkthrough.

8

Data Migration

Your project team provides data templates for moving existing data. You will be responsible for extracting, cleansing, and sharing the data.

9

User Acceptance Testing

CopperHill provides guidance and support as you and your team perform end-to-end UAT. We request final system sign-off upon completion.

10

End-User Training

Your team delivers interactive training sessions — including demos, walkthroughs of the fully built solution, and Q&A sessions.

11

Post-Project Review

CopperHill sends a brief Project Survey for feedback, followed by a Post-Project Review call with you and your team.

Let's Build Together

Looking for a true technology partner? Let’s talk about what’s possible.

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