Many organizations struggle with Salesforce performance, high license costs, and slow adoption across teams. Broken processes, conflicting automation, duplicate data, and misaligned workflows create bottlenecks that frustrate users and hinder business outcomes. Service teams spend hours on manual workarounds, reports fail to reflect leadership KPIs, and AI pilots stall because of poor data quality. The result? Rising costs, technical debt, and an org that feels impossible to scale or modernize.

Join us for this expert-led webinar to uncover the hidden issues slowing your Salesforce org and learn how to take control. We’ll explore common pain points for CFOs, COOs, and admins, show why AI often fails in most orgs, and provide practical strategies to clean up technical debt, streamline processes, and maximize ROI. You’ll leave with actionable insights to modernize your Salesforce environment, boost adoption, and prepare for AI-driven growth.

What You'll Learn:

  • Identify hidden automation conflicts, legacy workflows, and data quality issues slowing your org
  • Understand the impact of poor object models, permission sprawl, and UX friction on adoption and reporting
  • Discover how misaligned processes and broken integrations prevent successful AI initiatives
  • Learn practical steps to reduce license waste, streamline processes, and improve ROI
  • Build a prioritized plan and roadmap to modernize your Salesforce org for AI and automation

Event Details:
DATE: March 19, 2026
TIME:
10:00 AM – 11:00 AM (PST)  

Speakers: 

Siddharth[1]-1-1Siddarth Jain, Enterprise Architect, OSI Digital
An Enterprise Architect with 20 years of experience in consultancy, software design and development, professional services, and project management. He has successfully led simple to highly complex enterprise-level projects across Salesforce Sales Cloud, Service Cloud, Experience Cloud, and Revenue Cloud. With deep expertise in Salesforce CRM, healthcare systems, and financial reconciliation platforms, he brings strong domain knowledge in the automotive, media, retail, transportation, manufacturing, and banking industries. He excels in requirement gathering, business process definition, and leveraging the Salesforce ecosystem and related technologies to deliver scalable, high-impact solutions.


Facilitated By:

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Karen Dosanjh, Vice-President, Marketing at OSI Digital
Throughout her 25+ year career, Karen has built a proven reputation as a trusted advisor and expert in marketing, communications & public relations. She is laser-focused on helping companies achieve their business goals by through high-impact marketing and communications strategies. Karen leads the global marketing function for OSI Digital, a leading provider of business and technology solutions for Fortune 500 companies around the world. In 2023, Karen was named a Women of the Year in the Entrepreneurial Leader category by BC Business Magazine and was featured on the cover of this influential magazine. Last year, Karen was also honored with the Darpan Magazine Extraordinary Achievement Award for her long-term commitment to mentoring at-risk youth in her local community.