Operational transformation meets hands-on engineering. We help organizations untangle post-sales complexity and turn manual, disconnected workflows into systems that actually work.
You need someone who understands the people, processes, and systems behind the problem, and knows how to translate a recommendation into a working solution.
Pattera brings executive-level post-sales leadership together with practical implementation, integrations, and AI workflow development. Diagnose the bottleneck. Design the right intervention. Build what moves the business forward.
How we help
Two ways to move forward.
Start with an operational diagnosis or bring us a defined workflow to design and build.
01Advise
Post-Sales Operations Assessment
A focused assessment for SaaS and technology businesses struggling with customer onboarding, implementation throughput, resource constraints, or disconnected handoffs.
Typically a focused, approximately two-week discovery and roadmap engagement. Scope and fixed-fee proposal confirmed after an initial conversation.
02Build
AI Workflow Design & Build
Purpose-built automation, connected systems, and AI-assisted workflows for organizations ready to reduce repetitive work and improve how information moves.
Workflow discovery, requirements, and architecture
API, webhook, and platform integrations
AI-enabled workflow engineering and orchestration
Testing, exception handling, and documentation
Deployment, knowledge transfer, and stabilization
Engagement model
Fixed-scope implementation projects from contained workflow automations to multi-system builds. Discovery, complexity, and support requirements determine the proposal.
Built for real operations
The gap between a strategy and a working system is where we operate.
From implementing customer-facing technology to leading delivery teams and building workflows with APIs, webhooks, and automation platforms, our work is grounded in the reality of operations, not just the promise of AI.
Example engagements
Useful systems. Measurable work.
01
Customer onboarding
Connect CRM, project delivery, handoffs, and customer communications to reduce missed steps.
02
Knowledge workflows
Make internal knowledge easier to find, review, route, and use with appropriately governed AI.
03
System integrations
Move data and trigger actions between platforms through APIs, webhooks, and automation tools.
Illustrative use cases, not claims about completed client engagements.
How engagements work
Clear scope. Real deliverables.
01
Discover
Understand the business problem, stakeholders, and current workflow.
02
Design
Agree on outcomes, scope, success measures, and a practical plan.
03
Deliver
Complete the assessment or build, with reviews and testing.
04
Enable
Document, hand over, and plan for adoption or ongoing support.
The person behind the work
Led by a builder who's lived the operational problems.
Pattera AI is founded by Heather Jacobs, a professional services and customer success leader with more than a decade of experience in SaaS delivery, implementation, technical integrations, enablement, and operational transformation.
Her approach connects executive perspective with hands-on workflow building, from automation design to technical implementation and change adoption.