Project Overview
The client required a structured, proof-backed implementation of a multi-site data architecture using Custom Objects and Associations. The system needed to demonstrate:
- Custom Objects: Properties/Sites and Site Contacts
- Associations: One Contact linked to multiple Properties
- Each Property linked to multiple Site Contacts
- Role types for Site Contacts (tenant, property manager, billing)
- Adding a new Property to an existing Contact without creating duplicates
Additionally, the client requested a clear fixed-price structure and timeline for both Phase 0 (Audit Only) and Phase 1 (Build).
Our Structured Approach
NDA-Safe Demonstration
- Provided NDA-safe Loom walkthrough/screenshots
- Displayed Custom Objects configuration (Properties/Sites & Site Contacts)
- Showed Associations mapping (Contact → Properties → Site Contacts)
- Demonstrated role-type fields for Site Contacts
- Walked through adding a new Property to an existing Contact with zero duplicate creation
Phase 0 – Audit & Architecture Plan
Fixed Price: $750
Timeline: 5–7 Business Days
Deliverables:
- Written architecture plan
- Complete field list with naming conventions
- Association diagram (Contact ↔ Properties ↔ Site Contacts)
- Service vs Billing address authority matrix
- Duplicate-prevention logic documentation
- Acceptance checklist for Phase 1 validation
This phase ensures clarity, eliminates ambiguity, and prevents costly rebuilds during implementation.
Phase 1 – Build & Implementation (Optional)
Fixed Price: $2,500
Timeline: 2–3 Weeks
Scope Includes:
- Custom Objects configuration
- Field creation and validation rules
- Association setup (one-to-many structures)
- Role-type logic for Site Contacts
- Duplicate-safe workflow configuration
- Operational list/table view setup
- End-to-end testing
- Loom walkthrough inside client account
Why CnEL India Was the Best Team for This Project
- Architectural-first mindset (audit before build)
- Deep expertise in relational CRM data modeling
- Clear duplicate-prevention logic implementation
- Transparent fixed pricing and milestone clarity
- Professional NDA-safe proof process
- Structured documentation and acceptance criteria
Results & Business Impact
The client received a clearly defined, scalable, and duplication-proof multi-site architecture plan, along with a fixed-cost implementation pathway. The structured two-phase approach reduced risk, increased clarity, and ensured alignment before build execution.
Client Testimonial
“CnEL India’s audit-first approach gave us complete confidence before committing to build. Their documentation was precise, the architecture was clean, and the duplicate-prevention logic was clearly thought through. Highly professional and technically strong team.”
Conclusion
By combining strategic planning, technical precision, and transparent pricing, CnEL India delivered a scalable and duplication-safe multi-site architecture roadmap designed for long-term operational success.