Integrations & Automations

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What We Offer

We design, build, and operate a single orchestration layer that connects enterprise systems, automates workflows, and keeps integrations reliable as your business scales. Our services range from initial integration builds to fully managed automation operations with AI agents.

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.

  • Core integrations and workflow foundation

    For teams connecting systems for the first time or replacing brittle scripts and point-to-point automations.

    • Integration platform setup (iPaaS, event, or workflow tools)

    • Core system-to-system integrations

    • API and data mapping design

    • Foundational workflow automation

    • Error handling and logging standards

    • Testing, deployment, and documentation

    Outcome:
    Systems are connected, workflows are automated, and integrations are production-ready.

  • End-to-end orchestration across systems

    For teams scaling automation across revenue, finance, operations, and data platforms.

    • Multi-system integration orchestration

    • Event-driven and API-based workflows

    • Cross-platform approvals, routing, and lifecycle automation

    • Centralized error handling and retries

    • Integration monitoring and alerting

    • AI agents for exception triage and workflow insights

    Outcome:
    Automations run across systems as a coordinated, resilient orchestration layer.

  • Managed automation operations & optimization

    For organizations that need integrations to run reliably day to day.

    • Ongoing integration and automation operations

    • Proactive monitoring and incident response

    • Performance tuning and workflow optimization

    • AI agents for failure detection, root cause analysis, and remediation suggestions

    • Change management and controlled releases

    • Quarterly automation health and roadmap reviews

    Outcome:
    Automations are stable, monitored, and continuously improving.

  • Enterprise-scale orchestration and governance

    For complex, high-volume, or regulated environments.

    • Custom orchestration architectures

    • Enterprise integration governance and standards

    • High-throughput, event-driven automation

    • RPA orchestration where APIs are unavailable

    • Security, compliance, and audit support

    • Dedicated integration and automation 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.

  • “Our workflows used to break quietly across tools. By centralizing automation and adding intelligent monitoring, they eliminated manual handoffs and gave us confidence that processes would run end to end.”

  • “Automations used to be fragile and hard to trust. Their orchestration approach reduced errors, cut rework, and gave us predictable, auditable processes across finance and revenue systems.”

  • “They didn’t just connect systems. They built an orchestration layer we could actually operate. When integrations fail, we know immediately, and the AI agents surface what broke and why before it impacts the business.”

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Let’s Work Together

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