# Strategy decks don't close the gap. *Operators who've shipped it do.* *OneSolve operators from LinkedIn, Atlassian, Mapbox, and Flexport build the advisory playbooks, AI systems, and revenue stacks your team actually ships.* Canonical: https://onesolve.io/services Operators from LinkedIn · Atlassian · Mapbox · Flexport The same systems you're trying to ship: we've built them at scale, with the governance, production data, and hard deadlines that come with it. We advise, we implement, we manage. [See our services →](#pillars) 8wk Median from kickoff to first production system Senior operator leading every engagement 20+ Production systems running for clients today Workato Platinum Partner Highest Workato partnership tier What we do ## Whatever's blocking you (strategy, AI in production, or the revenue stack) we've shipped it before. Three services, one delivery standard: operators on every engagement, no handoff to analysts, first system in production within eight weeks. 01 · Advisory Strategy & Architecture Tech assessments, M&A readiness, system roadmaps, and platform strategy, delivered by people who've owned the P&L. 2–6 wks Typical strategic engagement length Explore Advisory → 02 · AI & Automation From Idea to Production AI agents, zero-touch workflows, and orchestration layers built with MCP and the LLM stack. Engagements start with a single workflow shipped to production, and scale from there. 8 wks Median time to first production AI workflow Explore AI & Automation → 03 · Managed Revenue & Workflow Stack, Done Right CPQ, Revenue Cloud, billing, integration, and Customer 360. OneSolve operates as your embedded team for Salesforce or Workato, with ongoing ownership of your critical stacks. Salesforce Workato Explore Managed → Customer Stories ## One delivery model. Three pillars in production. [All stories →](customer-stories.html) Advisory · Foundation Re-architected integration. $58.4k/yr saved. An undocumented integration was producing duplicate records and unreliable billing runs. We re-architected from scratch: unidirectional, modular, fully documented. $58.4k Annual ops savings 0 Duplicate records Audit Workato Read → Automation · Workato 74% of PO processing automated. Same-day orders. Hours of daily manual PDF-to-Salesforce validation. We codified the logic, built a three-path routing engine, and shipped it to production. 74% Manual effort cut 90% Fewer errors Automation Workato Read → Managed · Revenue Stack Issues surface in minutes. Revenue stack rebuilt end to end. Critical Order-to-Cash and Procure-to-Pay workflows were brittle and undocumented, and sync failures across Salesforce, NetSuite, and Workato surfaced only downstream. We refactored the architecture and deployed error monitoring that catches issues before they hit financial close. 400+ Hours recaptured per year 70% Fewer sync failures Salesforce Workato NetSuite Read → Trusted by teams at Workiva SingleStore Articulate Extreme Networks Rapid7 Benchling Pendo Fastly DigitalOcean 01 · Advisory Services ## Strategy that survives first contact with your stack. We sit in working sessions, audit your stack, talk to your team, and ship a roadmap your engineers can execute next sprint. - **Tech & data audits:** find the integration debt and silent risk before it kills your next initiative. - **AI readiness assessments:** tell you which AI initiatives will work and which are demos pretending to be products. - **M&A integration planning:** pre-LOI tech diligence and post-close stack consolidation playbooks. - **Enterprise architecture roadmaps:** quarter-by-quarter plans that survive contact with reality. - **Vendor selection & RFP support:** operator-led evaluations, not analyst-fed scorecards. [Book a working session](contact-us.html) [Read advisory cases →](customer-stories.html) Featured outcome Zero duplicate records. The integration finally works the way it should. "We had a great experience with OneSolve revising one of our Workday integrations. They drastically simplified our recipes and troubleshot several roadblocks we faced along the way." — Financial Systems Leader [Read the full story →](customer-stories/workday-stripe.html) Featured outcome 50% of internal queries deflected in month one. 20,000 hours recaptured in year one. "They quickly ramped up, mastered our internal systems, and made an immediate impact — helping us hit a critical Agentic AI deadline." — Senior Manager, Integration Engineering [See all customer stories →](customer-stories.html) 02 · AI & Automation ## AI that ships. With humans in the loop. Most AI projects fail at the integration layer. Ours don't, because we built our practice around the layer most consultancies skip: the connections, the data, the orchestration, and the human-in-the-loop guardrails that make AI safe to run on real customer data. - **AI agents on MCP:** autonomous workflows with judgment and memory, scoped to a clear job-to-be-done. - **Workato-led automation:** zero-touch workflows with full error handling, audit trails, and governance. - **RAG & knowledge agents:** internal Q&A bots wired to Confluence, Zendesk, Slack, and your data warehouse. - **Sales & CRM AI co-pilots:** pre-call briefs, post-call summaries, MEDDIC scoring, and CRM auto-fill. - **Production AI hardening:** observability, fallback paths, and approval flows for any AI that touches your stack. [Scope an AI build](contact-us.html) [See pre-built solutions →](solutions.html) Managed ## CPQ, Revenue, Integration, and the rest of your revenue stack. High-growth companies hit a wall when their CPQ logic is in three people's heads, their billing is in spreadsheets, and their automation layer is a pile of recipes nobody fully understands. OneSolve operates as your embedded revenue tech team: Salesforce ownership, Workato governance, and quarterly optimization built into the engagement from day one. - **Salesforce administration & evolution:** ongoing ownership of CPQ, Revenue Cloud, and GTM configuration, including the changes your next re-org will need. - **Workato recipe governance & support:** we own the integration layer: error handling, monitoring, recipe debt, and rebuilds when your automation stack gets fragile or your team changes. - **Revenue team office hours:** monthly working sessions with Sales Ops, Finance, and RevOps to catch misalignment before it becomes a quarter-end fire. - **AI integration maintenance:** we connect your revenue stack to the agentic workflows in pillar 02 and keep those connections current as the AI layer evolves. - **Quarterly roadmap reviews:** a structured look at what's running, what's lagging, and where the next phase of growth needs the stack to be, with a ranked action list for your leadership. [Discuss your managed engagement](contact-us.html) [Read case studies →](customer-stories.html) How we work ## Four steps. One team throughout. No 100-page SOWs. No army of juniors. 01 Working Session A 90-minute scoping session with your team to identify the highest-value move. No charge until we agree on a problem worth solving. 02 Audit & Design We map your systems, surface integration debt, and design the architecture. You review the plan before any build starts. 03 Build & Ship Senior-led delivery in two-week iterations. You see working software every Friday. 04 Operate & Optimize Production support with response SLAs and quarterly optimization passes. We're still on the call after go-live. ## One service. Or all three. Same operator-grade team either way. Tell us what's broken, what's manual, or where AI keeps failing. We'll scope the highest-impact move in a single working session. [Book a working session](contact-us.html) [See customer stories](customer-stories.html)