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Practitioner's Insight
"A financial integration isn't just a data pipe; it's the central nervous system of your revenue operations. If it's not built for scale from day one, it will become a bottleneck that throttles your growth."
A leader in product experience software was in a period of strategic growth. This involved migrating their financial system and consolidating their integration tools. However, a critical custom-built integration between their financial systems, created by a former employee, was becoming a significant operational risk.
The existing integration was a ticking time bomb. It was fragile, completely undocumented, and inefficient. Monolithic, poorly designed workflows were causing data inconsistencies, most notably creating duplicate customer records because of a faulty bi-directional sync. This fragile system lacked the reliability and visibility needed to scale financial operations, putting a ceiling on their growth potential.
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The original integration was a fragile, opaque process that created data integrity issues and lacked scalability.
OneSolve's key insight was that a simple fix was not enough. The entire process needed to be re-architected from the ground up, following enterprise best practices. We established their financial system as the single source of truth for all customer and invoice data, redesigning the data flow to be a clean, unidirectional sync. The most critical innovation was the development of a powerful, custom SDK for the integration platform. This SDK combined multiple API calls into one and processed records in batches, a move that would dramatically improve efficiency and reduce cost.
The new integration went live and delivered immediate, transformative results. The re-architected, modular workflows provided the stability and reliability the finance team needed. By establishing a master record system, data integrity issues were eliminated. Most impressively, the custom SDK's batch processing was a game-changer, drastically reducing the number of automation tasks and API calls, leading to significant cost savings and faster processing times.
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OneSolve re-architected the flow with a custom SDK, creating a stable, efficient, and scalable solution.
OneSolve didn't just fix a broken integration; we delivered a scalable, maintainable, and cost-effective foundation for their future financial operations. The project's success and our deep expertise also had a strategic impact, helping leadership envision a broader role for their enterprise integration platform. By turning a liability into an asset, we empowered them to continue their growth trajectory with confidence.
"This Genie is amaaaazing!"
A leader in cloud reporting operates in a high-stakes environment where accuracy and speed are paramount. Their internal teams rely on a deep well of institutional knowledge to support customers and each other. But as the company scaled, this reliance on subject matter experts (SMEs) became a bottleneck. Support teams were overwhelmed with repetitive questions across dozens of Slack channels, and finding the right answer was an inefficient, manual process.
The problem wasn't a lack of information—it was a lack of intelligent access. Knowledge was trapped in silos across Slack, Zendesk, and Confluence. This created a hidden "automation ceiling" where the sheer volume of unanswered and repeated questions was leading to SME burnout, slower response times, and inconsistent answers. The data from 2024 was stark: a significant percentage of questions in their support channels were going completely unanswered, representing a major risk to internal efficiency and employee morale.
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In 2024, a significant number of internal support questions went unanswered, highlighting a critical knowledge gap.
OneSolve recognized that a simple search tool wouldn't solve the problem. The client needed an intelligent, central nervous system that could understand user intent and deliver precise answers from across their entire knowledge ecosystem. The key insight was to build an AI-driven assistant on the Workato platform. This wasn't just about connecting data sources; it was about creating a continuously learning engine that could ingest, index, and synthesize information from 33 Slack channels, Zendesk, and Confluence in real-time.
The AI Genie went live in mid-January 2025, and the impact was immediate and dramatic. Within its first full month, the Genie was handling thousands of queries and achieved a query deflection rate of over 50%. This meant that more than half of the questions that would have previously required an SME's time were now being answered instantly by the AI. The qualitative feedback was just as powerful. Employees weren't just using the tool; they loved it. Spontaneous praise flooded Slack channels, with users calling the Genie "amaaaazing!" and a "Huge win." This enthusiastic adoption was the ultimate proof of success.
Spontaneous, positive feedback from employees highlighted the immediate value of the AI Genie.
With the AI Genie, OneSolve transformed the company's internal support from a reactive, manual process into a proactive, intelligent system. The success has laid the foundation for the next phase of their AI strategy, including expanding the Genie's capabilities and even exploring customer-facing applications. By identifying and breaking through the "hidden automation ceiling," OneSolve didn't just deliver a project; we delivered a new capability that allows them to scale its expertise as fast as it scales its business.
Most teams ship a first production workflow in 2 to 4 weeks. We define the KPI up front and measure from day one. A recent client saw 50% deflection in the first month.
We use least privilege, SSO/SAML, audit logging, and clear data boundaries. We can run pilots with sandbox. All data stays within your existing security perimeter.
We are platform-agnostic. We center on Workato for orchestration with Slack, Salesforce, Zendesk, NetSuite, and Snowflake. Model selection depends on security, cost, and task fit. We work with Gemini, OpenAI, Anthropic Claude, and private models.
Yes. Every engagement includes documentation, runbooks, and hands-on training. We also help establish Centers of Excellence and citizen developer programs for long-term success.
