Slack Consulting Services

Move to Slack from Microsoft Teams or other platforms without leaving critical conversations, content or ways of working behind. Coastal helps you plan and execute your migration with minimal disruption—from mapping your existing environment and data to rebuilding integrations and workflows in Slack.

• Migration strategy: Assess your current environment and build a clear roadmap for what moves, what changes and what doesn’t.
• Data & content migration: Securely move the conversations, files and information your teams need.
• Integration transition: Reconnect the systems, apps and workflows your business depends on.

Getting Slack live is only the beginning. Coastal helps turn Slack into the way your teams actually work, with a change and adoption strategy that builds confidence, creates new habits and drives lasting value.

• Change strategy: Build a rollout and communications plan tailored to your people, culture and ways of working.
• Training & enablement: Give users and admins role-based guidance and hands-on support to get productive quickly.
• Best practices: Bring proven approaches from our own experience using Slack to help teams work smarter and get more from the platform.

Bring AI and agents into the flow of work. Coastal connects Slack with Agentforce, Salesforce, and your enterprise data so teams can get answers, take action, and automate work without constantly switching between systems.

• Agentforce in Slack: Bring AI agents directly into the conversations and workflows where work is already happening.
• Connected data: Ground AI in the Salesforce and enterprise data your teams need to deliver relevant, trusted responses.
• Intelligent workflows: Automate routine tasks and multi-step processes so teams can spend more time on higher-value work.
• Use case strategy: Identify and prioritize the AI and agent use cases that can deliver the greatest business impact.

Slack grows fast. Without guardrails, channels multiply, apps pile up and nobody knows who owns what. We help you stand up a Slack Center of Excellence (COE) that keeps your workspace clean, secure and useful as more teams and tools join.

• COE setup & roles matrix: A clear roles matrix that defines owners and decision rights, so everyone knows who does what in Slack.
• Policies & message retention: Channel standards, app approvals, guest access and message retention rules that protect your data without slowing teams down.
• Emoji dictionaries: A shared emoji guide, so a thumbs-up means the same thing on every team. (Yes, it matters more than you'd think.)
• User support pillars: Clear paths to help, from self-serve guides to Slack champions to admin support, so questions get answered fast.
• Ongoing admin support: Workspace health checks, app and integration reviews, and release planning so Slack keeps getting better.
• Roadmap & measurement: Track adoption and business impact, then decide what to build next.