OpsForge — Internal Automation Platform
An internal automation hub with AI agents handling onboarding, reporting, and compliance workflows — saving 1,900 staff-hours monthly.
OpsForge for a 900-person services firm
1,900 hrs
saved monthly across teams
12 → 2
handoffs per client onboarding
100%
compliance check completion
The Challenge
A services firm's back office ran on email and spreadsheets: client onboarding took 12 handoffs across 5 departments, monthly reporting consumed a full week, and compliance checks were skipped under deadline pressure.
The Solution
We built an automation platform on their existing tools: orchestrated onboarding flows with automatic document collection and verification, AI agents that assemble monthly client reports from project systems, and compliance checklists that enforce themselves. Everything visible in one operations dashboard with SLA tracking.
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