Enterprise Platforms

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What We Offer

We help growing companies implement, integrate, and operate their enterprise platforms through a single orchestration layer that coordinates data, workflows, and automation across systems.
Our services scale from foundational implementations to fully managed, continuously improving operations.

Our Orchestration Platform
A managed execution engine that runs automations and integrations under a fair-use model. Billed separately from service subscriptions unless the client owns the platform.

  • Platform rollout and core orchestration

    For teams implementing new enterprise platforms or replacing legacy systems.

    • Enterprise platform implementation (CRM, ERP, HR, Marketing, Support, Data)

    • Core system integrations to establish cross-platform connectivity

    • Data model alignment and field mapping

    • Foundational workflow automation

    • Environment setup, testing, and deployment

    • Documentation and operational handoff

    Outcome:
    Systems are live, connected, and ready to operate.

  • Cross-system orchestration and automation

    For teams scaling operations across multiple platforms.

    • Multi-system integrations across revenue, finance, operations, and analytics

    • End-to-end workflow orchestration between systems

    • Advanced routing, approvals, and lifecycle automation

    • Data quality, enrichment, and synchronization logic

    • Analytics activation and operational reporting

    • Monitoring, alerting, and runbooks

    Outcome:
    Enterprise platforms operate as a coordinated system, not isolated tools.

  • Managed automation operations and optimization

    For organizations that want automation to run reliably day to day.

    • Ongoing automation and integration operations

    • Proactive monitoring and incident response

    • Workflow performance tuning and optimization

    • AI agents for exception handling, insights, and operational support

    • Change management and controlled releases

    • Quarterly roadmap planning and system health reviews

    Outcome:
    Automation is reliable, governed, and continuously improving.

  • Custom orchestration for complex environments

    For large, regulated, or highly complex organizations.

    • Custom orchestration architectures

    • Enterprise-scale data and analytics strategies

    • Usage-based pricing and billing automation

    • M&A integrations and system consolidations

    • Security, compliance, and audit-readiness support

    • Dedicated delivery and operations pods

    Outcome:
    A long-term automation operations partner for mission-critical systems.

Our Process

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Optematic Foundations

Discovery, Analysis, and Execution Planning

This phase exists to remove ambiguity before anything is built.

Optematic Foundations is the structured discovery and planning phase that defines what will be built, why, and how it will operate once live. It is business analyst and project management focused, designed to translate business needs into executable technical work.

What this phase covers

  • Business process discovery and stakeholder interviews

  • Current state system and process documentation

  • Future-state system and process design

  • Requirements definition and user story creation

  • User story grooming and prioritization

  • Integration and automation opportunity analysis

  • Technical approach, assumptions, and constraints

  • Delivery plan, milestones, and success criteria

Primary roles involved
Business Analysts, Project Management, Solution Architecture

Output
A complete, build ready backlog and delivery plan with clear scope, acceptance criteria, and operational intent.

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Optematic Build

Implementation, Validation, and Launch

This phase turns approved requirements into working systems.

Optematic Build is the execution phase where systems, integrations, and workflows are implemented, tested, and prepared for production. It is developer and QA heavy, focused on delivering stable, production ready functionality.

What this phase covers

  • System configuration and development

  • Integration and workflow implementation

  • Proofs of concept where required

  • Unit testing and system testing

  • User acceptance testing (UAT) support

  • Defect remediation and refinement

  • Deployment planning and production release

  • Knowledge capture for ongoing operations

Primary roles involved
Developers, QA Engineers, Solution Architects

Output
Live, production grade systems and integrations that meet defined acceptance criteria.

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Optematic Automate

Monitoring, Optimization, and Reliability Operations

This phase ensures what was built actually runs.

Optematic Automate represents the transition from project delivery into operational ownership. The focus is on monitoring, tuning, and stabilizing systems so they perform reliably under real world conditions.

What this phase covers

  • Integration and automation monitoring

  • Error handling, alerting, and incident response

  • Performance tuning and reliability improvements

  • Automation refinement based on usage patterns

  • Operational runbooks and escalation paths

  • Minor fixes and adjustments post launch

Primary roles involved
Automation Engineers, Support Engineers, Ops-focused Developers

Output
Stable, monitored, and optimized automations and integrations that run consistently.

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Optematic Managed

Continuous Improvement and Long Term Partnership

This phase is where ongoing value is created.

Optematic Managed is the long term managed services layer focused on identifying improvements, expanding capabilities, and evolving systems as the business changes. This is not reactive support, it is proactive, roadmap driven partnership.

What this phase covers

  • Ongoing system and automation management

  • Identification of new automation and integration opportunities

  • Enhancement backlog creation and prioritization

  • Continuous delivery of improvements

  • Platform expansion and new system onboarding

  • Advisory support aligned to business goals

Primary roles involved
Systems Architects, Automation Engineers, Delivery Leads

Output
Continuously improving systems that evolve with the business without requiring internal headcount growth.

  • “They take ownership, execute reliably, and stay involved long after go-live.”

  • “What stood out was how they took ownership of the integrations and kept improving them after launch, instead of disappearing once the project was done.”

  • “By running our systems through a single orchestration layer, we eliminated manual processes, reduced reconciliation issues, and gained confidence in the numbers we use to run the business.”

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Let’s Work Together

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