Every project has its own configuration. Every customer has its own version of the truth.
Integration shops, system integrators, and value-added resellers run on configuration sprawl, project lifecycle visibility, and service-ticket triage that requires PLM context. OpsATC.AI orchestrates across the systems you already deploy — Salesforce CPQ, ServiceMax, ServiceNow, Windchill, Microsoft Dynamics — and gives The Captain the full project history before any ticket lands.
The five drains every integration shop fights.
In the discovery conversations we've had with systems integrators and VARs, a recurring pattern keeps surfacing — five drains that come up on nearly every call. The Captain is designed around exactly these.
Configuration sprawl
You've deployed the same product to thirty customers, each with a slightly different configuration. When a sales engineer needs to know what's in a customer's stack today, the answer lives in the as-built records — across CPQ, ERP, project files, and the engineer's memory.
Quote-to-order bottleneck
A prospect wants a quote. The configuration validator is in CPQ; the lead-time data is in ERP; the engineering effort estimate lives in someone's head. The quote takes three days because no one system has the full picture.
Project lifecycle blind spots
You sold the project six months ago. Where is it now — design review, build, integration test, customer commissioning? The status lives in Salesforce, ServiceNow tickets, project files, and field-engineer trip reports. By the time you assemble it, the customer has already escalated.
Service ticket triage
A customer reports an issue. Your support engineer needs the as-built configuration, the firmware version, the last 90 days of telemetry, the relevant PLM revision, and the warranty status. Today: six tabs and twenty minutes.
Field-tech briefing
Field engineer arrives at the customer site. Has the right tools? Knows the right firmware path? Has the right ECNs? Today, that's a phone call to the support desk.
All five run on the same orchestration layer
The Captain doesn't replace your sales engineers, your project managers, or your field service team. She compresses the time from signal to decision — across the project lifecycle, with cited sources from the systems of record, with audit trails for every recommendation.
Read · reason · cite · draft. Operator approves.
The Captain reads your project tooling, CRM, EDI gateway, and field-service systems via MCP — reasons across customer engagements, drafts cited recommendations for each role, and stops at the operator. Every commit happens in your existing tool (project tool, CRM, ticketing) with the source records cited and the audit log captured.
Workflows for configuration, project, and service.
Customer · As-built configuration, on demand
The customer-facing portal answers "what's in our deployment?" with the full as-built record — pulled live from CPQ, ERP, and the project files. Cited responses, not approximations.
Onboarding · Quote-to-first-deployment
Configuration validation pulls from CPQ. Lead-time estimation pulls from ERP. Engineering effort estimation pulls from the project history of similar deployments. The Captain assembles the quote-grade response in minutes, drafts the SOW, and stages the project setup — both internal and customer-side workspaces in sync.
Internal Ops · Project lifecycle dashboard
Every active project, ranked by risk and revenue exposure. The Captain watches the milestone signals across Salesforce, ServiceNow, and your project management system. When a project starts drifting, she surfaces the pattern (resource conflict, supplier delay, customer-side blocker) with the source records cited.
Service · Field tech arrives briefed
Service tickets land with the customer's as-built configuration, the relevant firmware version, the last 90 days of telemetry from ServiceMax, the PLM revision in effect, and the warranty status — all auto-pulled, all cited. Mobile view works offline-first for field deployment.
Per-persona outcome targets — measured against your baseline.
Design-stage targets, not promised magnitude. The first design-partner pilot is where the delta gets measured against your operator baseline. Below: where The Captain is built to move the needle, by role.
Cross-customer visibility on one console
Designed to compress the per-site status check from a daily round-robin across customer portals to a single dashboard that reads each site's live system on demand.
Traces to: Internal Ops · cross-customer view
Drive-time → ticket-time decisions
Designed to convert the next-stop decision from "whichever customer called loudest" to impact-ranked routing against open ticket severity, parts availability, and SLA exposure.
Traces to: Customer-impact ranking
Renewal-risk pattern weeks before the QBR
Designed to surface deployment-friction signals (ticket aging, adoption decay, support volume) per customer in time for proactive outreach — not in time for the QBR autopsy.
Traces to: CSM intervention timing
Customer SLA compliance, by site
Designed to convert SLA reporting from a monthly spreadsheet roll-up to a live per-customer, per-site read off the canonical model — defensible against your customer's procurement team.
Traces to: Append-only audit log
Their slice, read-only, on a portal you own
Designed to give your customer a branded read-only window into their own slice — without your team building and maintaining a custom portal stack.
Traces to: Customer Portal (5-portal architecture)
Pre-built MCP connectors for the integration stack.
Reference adapter implementations are scaffolded for these platforms and validated against synthesized fixtures from public API documentation. Partner-sandbox re-records are pending; production validation happens during the first design-partner pilot. See platform integrations for the full reference-vs-scaffolded breakdown.
CRM & Field ServiceCustomer ops, service, dispatch
PLM & EngineeringProduct configuration, ECN, BOM
ITSM & Project TrackingTicket triage, lifecycle visibility
ERP & FinancialsOrder, invoice, lead time, cost
Data & AnalyticsTelemetry, project KPIs
Project orchestration without the SOW rewrite.
No customer-system replication. No client data warehouse. No deployment-tracking rebuild. The Captain reads your project tooling, customer-side systems (via consent), and field-tech feeds live via MCP — and adapts on operator feedback, not retraining cycles. See the Day 1 to Day 90 timeline →
What we need
- ✓Read-only credentials per system you want orchestrated
- ✓Service accounts on those systems
- ✓Allow-list approval for OpsATC.AI's egress addresses
- ✓One-time field-mapping confirmation per connector
- ✓Pre-built integrations for your PSA, project-management, and field-service stack
What we don't need
- ✗Historical data extraction from your data lake
- ✗Data warehouse seeding
- ✗Replicated copies of your operational data
- ✗Custom adapter work for standard platforms
- ✗Data-team involvement to begin
Your integration data is dirty when we start — serial numbers detached from work orders, RMA records missing FRU mappings, license keys assigned to the wrong rack, customer-asset hierarchies orphaned between deploy and depot, configuration drift after field changes that never made it back into the system of record. The Captain Data Quality Detection Layer runs continuously: baseline at MCP connect, inline on every read, scheduled per record type, on-demand when an operator asks. Six issue classes, four detection modes, all surfacing through the Trusted Advisor card. No six-month cleanup project. See the full Data Governance architecture →
Bring your worst project. We'll walk through how it changes.
Thirty minutes, your live operational pain — a stuck quote, a slipping deployment, a service escalation, a configuration question your account team can't answer. We'll walk through how the orchestration layer changes the response, the cycle time, and the cost. Written diagnosis within one business day.