Expertise as a Service

A team that knows you. Experts when you need them.

Keep your team focused, with consistent Salesforce and AI support and specialists when you need them. AI agents accelerate delivery, with capacity customized to your needs.

Talk through your project Explore ongoing support

See the delivery model

Your team sets direction. A persistent core team retains context while specialists and agents expand around the work without restarting discovery.

Continuity by design

Your project team stays with you.

The same generalist consultants who work on your project support it after launch. There is no handoff to a separate managed services team.

A consistent core team across evolving priorities

Your core team stays connectedBusiness context · Decisions · System knowledge

During your project

Your generalists learn your business and work alongside the specialists your project needs.

After launch

Those same generalists support what they helped build and keep improvements moving.

As your needs evolve

Specialists join for new initiatives. Overlapping coverage and planned rotation keep knowledge shared.

AI documents meetings and decisions in a shared knowledge base, preserving the context behind the work over time.

Add specialist expertise for the initiatives that need it, without carrying every specialty full time. Your people stay focused.

Keep your team focused

The support your business needs.

Alongside your team

Extend your capacity.

Your team sets priorities. We take on agreed workstreams and bring the skills you need.

As your delivery team

Put our team to work.

We manage the Salesforce and AI work while your leaders keep ownership of business decisions.

What to expect during an engagement

We agree on goals, scope, responsibilities, and investment. Project documents and key decisions remain accessible to your team.

“Their responsiveness and proactive approach mean we’re always moving forward without unnecessary delays.”

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Accountable to your business

Progress every week. Value every month.

We review the value we’re creating with you and adjust the work around what your business needs next.

Weekly: keep the work on track
Review what moved forward, how it supports your goals, and what is getting in the way. Agree the next priorities, with a written update covering progress, risks, and decisions.
Monthly: review the business value
Assess results against the goals we set together: time saved, adoption, lower costs, or growth. Decide what to improve, continue, or change so your investment keeps working for you.

The monthly value review replaces that week’s regular meeting. We distinguish measured results from progress toward a goal.

AI behind the expertise

See how agents help our consultants build.

Illustrative delivery workflow · Salesforce reporting

The assignment

Understand the decision

Your consultant identifies what the report needs to tell your team.

Prepared with agents

Accelerate the preparation

Agents help inspect fields, draft the changes, and prepare tests and documentation.

Reviewed by your consultant

Review the result

Your consultant checks accuracy and permissions. Your team reviews whether it answers the business question.

AI supports our delivery work. Your project does not have to include autonomous agents for you to benefit.

See the delivery plan and project records

Agree on the plan
Business objectives, scope, responsibilities, milestones, and a prioritized project plan.
Know what we own, what your team decides, and what comes first.
Make the solution clear
Requirements, process maps, and solution designs for the implementation in scope.
Review what will change before we build it.
Put the work into use
Demonstrations, testing, client acceptance, a go-live plan, and scoped training.
Move from an agreed design to a working solution your people can use.
Review progress and decide what’s next
Written weekly updates and a monthly review of business results, risks, and priorities.
See what’s working and decide where to focus next.

Your engagement plan defines the deliverables, purchased capacity, and responsibilities. We agree the expertise and capacity each priority needs before work begins.

Know what’s working and how to keep it running.

Here’s what we document for the work in your plan. These examples show what each document covers, not results from a client engagement.

Business resultsSee how the work compares with the business goals we agreed on.

What we want to improve: The business goal and how we’ll measure progress.
Where we started: The starting numbers, the period they cover, and the target we’re working toward.
What the data shows: Where the numbers come from and whether they are measured, estimated, or still missing.
Who reviews the results: Who checks the numbers, when we review them together, and what we decide next.

We agree on what to measure and review progress with you each month. If we don’t know the starting point, we work with you to establish it. We label estimates clearly and distinguish them from measured results. A target is not a guarantee.

How your AI workflow runsKnow what the workflow can do, where a person decides, and who keeps it running.

What the AI can do: What starts the workflow, which data it can access, and what it is allowed to change.
When a person decides: Which actions need approval and who handles exceptions.
What happens if it fails: How we test the workflow, its known limits, and how to stop it or use a safe backup process.
Who keeps it running: Who checks the workflow, what they watch for, and who responds when something goes wrong.

Before an AI workflow goes live, we document what it can do and who is responsible for it. Tools and data access follow your agreed policies and restrictions.

Project documents and decisionsFind what you need without having to track down the person who built it.

How it works: Links to designs, process maps, and instructions for using and running the system.
Where to find the code: Where code and system settings live, who maintains them, and how authorized people get access.
What we decided and why: Key decisions and who is responsible for the system and the business choices behind it.
What’s still open: Upcoming work, known limits, what’s holding up progress, and who takes the next step.

We keep links to your project documents and key decisions in one place your team can access, and update them as the work changes. Your agreement defines what you can access and receive at handover. Our proprietary tools, passwords, and other secrets are excluded.

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FAQs

What does an embedded team cost?

We recommend the team and investment around your goals, timeline, and expertise needs. You’ll see the scope and monthly fee before deciding.

How does Expertise as a Service work?

Expertise as a Service is our delivery model. We bring the right mix of specialists and generalists to each engagement, supported by AI agents that accelerate the team’s work, so you get maximum value without overpaying for your outcomes.

Can we just hire someone instead?

Yes. Hire where you need daily business ownership and company context. SOLVD.cloud can accelerate that person or team with specialist expertise, AI fluency, and additional delivery capacity. If building an internal delivery team is not your priority, we can fill that role. We help you decide what to own internally and what to entrust to us.

We already have a Salesforce team. Does this still work?

Yes. Many of our largest and strongest customer relationships work this way. Your internal team keeps business context, priorities, and relationships. SOLVD.cloud takes responsibility for agreed delivery workstreams, adding specialist expertise, AI fluency, and capacity so your team can move more of the roadmap into production.

Who owns the decisions and delivery?

Your leaders own business priorities, decisions, and approvals. SOLVD.cloud is accountable for the implementation work we agree to deliver. We define responsibilities together and keep progress, risks, and proposed changes visible.

How quickly does the team build context?

Onboarding starts by capturing your systems, decisions, priorities, and operating context in a shared knowledge base. That context becomes useful inside the first sprint and keeps compounding as the same team works beside yours.

The next move

Turn the roadmap into working systems.

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