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Systems architecture & hybrid intelligence

Revenue systems built to work with the AI layer, not around it.

Consulting Cloud.io is Claudio Cocivera's practice: Salesforce and CRM architecture, customer engagement systems design, and hybrid intelligence consulting for organizations figuring out where AI actually belongs.

Business Systems CRM · REVENUE OPS DATA MODEL · PERMISSIONS AI Layer AGENTS · AUTOMATION SCAFFOLDING · GUARDRAILS Consulting Cloud.io ARCHITECTURE · DESIGN GOVERNANCE Customer Engagement Systems ONBOARDING · SUPPORT · RENEWAL SPEC 01 — INTEGRATION MAP REV. 2026.07 · NOT TO SCALE LIVE SYSTEM
The practice

Three ways in, one way of working.

Architecture-first, built from inside distributed organizations, not delivered from a slide deck.

Salesforce & CRM

CRM & Salesforce Architecture

Data models, permission architecture, integration patterns, and migration strategy for orgs that have outgrown their original setup.

  • Data architecture & storage strategy
  • Permission set governance
  • Platform event & integration design
Customer Systems

Customer Engagement Systems

End-to-end customer lifecycle design across onboarding, support, and renewal, with release models built for teams shipping continuously.

  • Lifecycle process mapping
  • Release & value-stream models
  • Spec-driven delivery frameworks
AI & Operations

Hybrid Intelligence Consulting

Practical frameworks for where AI agents fit in an organization: what they own, what stays human, and the scaffolding in between.

  • AI-agent infrastructure for teams
  • Human/AI role boundaries
  • Adoption without process debt
Productized

Fixed scope, posted prices, no discovery calls.

The consulting practice, packaged: start small, see real findings from your own org, then decide.

From €1,900 · Free preview first

Salesforce Architecture Audit

Your org scored against a fixed 12-domain rubric — permissions, security, automation, data, AI readiness, governance. Every finding evidenced and ranked; free trial preview before you pay.

  • Read-only access or run the export yourself
  • Benchmarks vs. orgs we've audited
  • Prioritized remediation path

Request an audit →

€490 / quarter

Drift Monitoring

Architecture doesn't fail all at once — it drifts. After your audit, we re-run the same rubric quarterly and report what got worse, what got fixed, and what's new, finding by finding.

  • Quarterly re-audit + drift diff
  • Comparable runs, fingerprinted rubric
  • Cancel any time

See pricing →

From €1,400 · Standalone

AI-Readiness Assessment

Before you point Agentforce or any AI agent at your CRM: what would it inherit, can it be scoped safely, and is your data good enough to ground on? Included in every full audit.

  • Agent blast-radius analysis
  • Least-privilege agent persona design check
  • Grounding-quality report

How it works →

Also productized: org due-diligence assessments for acquirers and investors (from €9,500), and fixed-scope remediation sprints (€2,900–€4,900) mapped directly to your audit's findings. Full pricing →
Free

The 12-domain Salesforce self-audit checklist

The same domains we audit, as 36 questions you can answer yourself in an afternoon — and find out where your org would score before anyone else does.

Get the checklist
How the work happens

Architecture is a conversation, not a document.

A Co-Active coaching lens applied to systems, not just people.

01 — DIAGNOSIS BEFORE DESIGN

Understand the org before touching the schema

Most architecture problems are org problems wearing a technical costume. The first pass is always diagnostic: how the team actually works, not how the process says it should.

02 — DISTRIBUTED BY DEFAULT

Designed for teams that never share a room

Every recommendation is built for async-first, cross-timezone teams. Documentation carries weight that meetings usually do.

03 — AI AS SCAFFOLDING

Agents earn their place, they aren't assumed

AI gets introduced where it removes real friction and stays out where it doesn't. The goal is a system a human can still reason about.

04 — LEGIBLE, NOT CLEVER

The system should explain itself

A good architecture reads like a well-drawn blueprint: someone new to it can trace how a decision got made without asking.

Profile
Based in
Budapest, HU
Background
12+ years CRM engineering & Salesforce architecture
Prior roles
DeepL, Staffbase, Booking.com, EF Education First
Also
Certified Co-Active coach

Claudio Cocivera

Claudio leads CRM and Salesforce engineering for a distributed team spanning three continents, inside one of the largest education travel companies in the world. Before that, senior architecture roles at DeepL, Staffbase, and Booking.com.

Consulting Cloud.io is where that experience becomes available outside the day job: CRM and customer systems architecture for companies that need it done properly, and a growing focus on hybrid intelligence, the practical work of figuring out where AI genuinely belongs inside an organization, and where it doesn't.

Sicilian by birth, Co-Active coach by training, and a firm believer that the best architecture reviews sound a little like stand-up: direct, well-timed, and unafraid of an awkward silence.

Have a system worth taking apart?

Whether it's a CRM that's outgrown itself, a revenue process nobody fully trusts, or a question about where AI actually fits, that's the conversation to start.