Matt Mcguire

Salesforce Technical Architect, Health Cloud

ChristianaCare

Apr 2024 - Current (2 years 7 months)

Architecting and delivering a complex Health Cloud implementation at one of the largest not-for-profit health systems in the United States, including Provider Network Contract Management, Provider Relationship Management, and Intelligent Sales. Navigating the intersection of enterprise Salesforce architecture, strict healthcare data governance, and deep interoperability requirements across external clinical systems. Health Cloud is one of the most AI-ready products in the Salesforce ecosystem. This engagement keeps me close to where that's heading.

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Founder & Principal Architect

Nov 2009 - Current (17 years)

I founded AgilitySharp in 2009 after watching the same pattern repeat itself: companies investing heavily in Salesforce, ending up with implementations that were overcomplicated, poorly documented, and built for a business that existed on a whiteboard rather than reality. Sixteen years later the mission hasn't changed, but the ambition has. I design systems that create measurable outcomes: cutting commercial investment onboarding time by nearly half at Scotiabank, eliminating hours of daily duplicate data entry for sales teams, and increasingly, embedding AI into Salesforce in ways that make the whole org smarter. Today that means AI. Agents that do useful things. LLM integrations that fit the problem. Systems that get smarter over time. Bu

Salesforce Platform Architect

Scotiabank

Oct 2024 - May 2025 (8 months)

Brought in as the client-side architecture authority on a complex Financial Services Cloud implementation at a major global enterprise, working alongside a Big 4 SI in an org spanning thousands of users across multiple applications. Delivered Client Lifecycle Management for Global Markets, uniting business units and advocating for Salesforce solutions that met organizational needs at scale. Designed the FSC data model around Salesforce's householding framework, architecting integrations with external systems for account data and KYC verification, and ensuring compliance and data access requirements were designed in from the start rather than retrofitted. In large enterprise engagements, someone needs to be in the room with enough technical

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Salesforce Platform Architect

Jun 2024 - Nov 2024 (6 months)

Brought in to rescue a Salesforce implementation that had been stalled since 2019 and had defeated multiple consultants before me. Took over, stripped out flawed architectural decisions made without technical oversight, and delivered the org's first meaningful deployments in five years across multiple releases. Introduced agile project management and DevOps best practices to a team with no prior exposure to either. Custom-implemented numerous Financial Services Cloud use cases using purpose-built architecture tailored to the business. Led discovery sessions that reset the engagement entirely. Good architecture starts with understanding how the business actually works, not telling the architect how to build it.

Salesforce CPQ Technical Architect

Xede Consulting Group

Mar 2024 - Jul 2024 (5 months)

CPQ Solution Architect on a complex Revenue Cloud implementation for IGT, one of the world's largest slot machine manufacturers. The engagement required modeling highly configurable products against a matrix of jurisdictional regulations spanning federal, state, municipal, and parish levels, each with different rules governing what could be sold where and how Led discovery sessions, authored technical design documentation, and designed the quoting architecture including dynamic product options, lookup-based pricing logic, and CPQ automation to satisfy both commercial and regulatory requirements.

Salesforce CPQ Solution Architect

Salesforce

Jan 2024 - Mar 2024 (3 months)

Engaged as the CPQ Subject Matter Expert on a high-stakes Revenue Cloud opportunity, leading discovery sessions, analyzing existing partner implementations, and providing architectural guidance on requirements fit and risk. Worked alongside a large cross-functional team of SMEs to assess solution viability and define a path forward.

Salesforce Omnistudio Architect: PSS

Canada Council for the Arts | Conseil des arts du Canada

Nov 2023 - Feb 2024 (4 months)

Brought in as the client-side architecture authority on a Public Sector Solutions and OmniStudio implementation alongside a Big 4 SI. Responsible for vetting and challenging SI architecture decisions while staying hands-on in the build throughout. Engagement shortened when the business pivoted direction.

Salesforce Field Service Solution Architect

Cenovus Energy

Jun 2023 - Feb 2024 (9 months)

Brought in mid-project to take over and deliver a complex Field Service Lightning implementation spanning multiple production sites across Alberta, modernizing trucking and hauling dispatch operations that had previously run on paper and telephone systems. Delivered across two workstreams. The first introduced digital request, scheduling, and execution workflows for Well Delivery and Hauling across desktop and the Field Service Mobile App. The second was a deep architectural overhaul of an existing SAP integration: analyzing a legacy custom application built on 12 custom objects representing Work Orders and related objects, building custom web services to accurately represent hierarchical SAP location data, and redesigning the entire soluti

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Revenue Cloud Solution Architect

Jun 2023 - Nov 2023 (6 months)

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Salesforce Platform Architect - Advisory

May 2023 - Dec 2024 (1 year 8 months)

Sr. Salesforce Developer / Platform Architect

Altus Group

May 2023 - Oct 2023 (6 months)

Return engagement providing senior Salesforce development and architecture support.

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Salesforce Application Architect

Apr 2022 - Jun 2023 (1 year 3 months)

Lead architect on a complex migration of a highly customized MS Dynamics application to Salesforce, serving over 1,500 Licensed Insolvency Trustees and the broader public insolvency process. The platform handled license management, application processing, corporate bankruptcy requests, and regulatory compliance in a multi-org government environment where data security and legislative adherence were non-negotiable. Responsible for the full architectural scope: security model and role-based access, data model design, Dynamics-to-Salesforce data mapping, ETL-based migration planning, external portal integration, and go-live deployment planning. Worked embedded with the development team, running code reviews, enforcing development standards, an

Sr. Robot (Salesforce Practice)

Robots & Pencils

May 2021 - Aug 2024 (3 years 4 months)

Three years of complex, varied Salesforce delivery across a range of industries and products, including Experience Cloud, Revenue Cloud, NPSP, and deep custom development throughout. Three engagements stand out: United Road: Eliminated hours of daily duplicate data entry for a North American vehicle logistics company by implementing CPQ and building a custom LWC interface that seamlessly connected Salesforce with their pricing engine, ERP, and third-party data services. Reps went from manually bridging disparate systems to a single, fluid quote-to-contract workflow. I presented this solution at Dreamforce. LunaYou: Architected and built a maternal wellbeing support community on Experience Cloud and NPSP, with custom LWC components handling

Salesforce CPQ-Field Service Solution Architect

SCIEX

Nov 2020 - May 2023 (2 years 7 months)

Inherited an immature CPQ implementation isolated from enterprise systems and a Field Service setup that wasn't meeting the business's needs. Cleaned up the technical debt, reconfigured Revenue Cloud, and simultaneously drove business process reengineering sessions to redesign workflows from the ground up. The result was a fully integrated multi-cloud solution connecting Sales, Service, Field Service, and Experience Cloud with Oracle ERP, product and inventory masters, and full support for subscription and non-subscription products, contract renewals, amendments, and accurate pipeline forecasting. Quote processing time dropped significantly, contract renewal conversion improved, and fewer deals were lost to process friction. The digital tra

Sr. Salesforce Developer / Platform Architect ☁

Altus Group

Mar 2018 - Dec 2020 (2 years 10 months)

Two stints at Altus, the second a return engagement in 2023, bookending some of the most complex consolidation work of my career. Inherited five poorly implemented single-tenant Salesforce Classic organizations spanning three continents and several business units. Consolidated them into a single Lightning instance, eliminating over 20,000 lines of redundant code in the process and creating a unified view of the customer base across geographically diverse operations. The implementation included CPQ and Billing with advanced currency management and full integration with NetSuite ERP. Also architected a lead routing system of significant complexity, building a custom Apex fuzzy match handler to intelligently assign leads and qualification acti

Technical Lead, Salesforce DevOps Engineer

Manulife

May 2016 - Mar 2018 (1 year 11 months)

Led the modernization and relaunch of manulife.com and the Manulife employee intranet, delivering a service-oriented architecture with a responsive, device-agnostic UI across internal and external applications. Managed onshore and offshore development teams, ran sprint delivery, and conducted an exhaustive line-by-line audit of all vendor and employee code ahead of go-live in a complex multi-tenanted org handling sensitive financial data. Security risks in this environment extended well beyond typical XSS and SOQL injection concerns. Every line was reviewed. Nothing shipped unvetted. Also initiated several AI proofs of concept through Manulife's Lab

Senior Salesforce Developer ☁

Waste Connections of Canada

Aug 2012 - May 2016 (3 years 10 months)

Replaced a failing MS Dynamics implementation with a greenfield Salesforce build at a complicated, highly regulated multinational waste management corporation, described internally as "building an airplane in mid-air." Delivered a strategic sales intelligence platform that went well beyond basic CRM: custom portals and dashboards with predictive analysis to forecast sales, revenue, likelihood to close, and regional capacity constraints. A geodata-driven opportunity prioritization system helped districts focus exclusively on the most lucrative deals. The implementation caught the attention of Salesforce, who invited the company to present the approach at Dreamforce. Also built a customer-facing

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Senior Web Developer

Feb 2011 - May 2012 (1 year 4 months)

Senior CRM Developer

Softchoice

Nov 2009 - Mar 2011 (1 year 5 months)

Web Developer

Bell Media

Nov 2008 - Sep 2009 (11 months)

CRM Developer

Ontario PC Party

Jun 2008 - Sep 2008 (4 months)

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Software Developer

CADlink Technology Corporation

Dec 2006 - Apr 2008 (1 year 5 months)

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Matt Mcguire

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