Operations & sales

Governed execution across every operation.

From a customer escalation to a deal closing to a purchase request, Ofelia orchestrates the handoffs that cross teams and tools. Human validation and audit trails, built in from day one.

150+

enterprises orchestrating their operations with Ofelia

75+

countries including EU sovereign deployments

ISO 27001

certified, every step secured and auditable

The Context

Work does not live in one tool. It leaks at every handoff: between Slack and email, between the ticket and the spreadsheet, between the person who knows the exception and the person who has to act on it.

Execution blindness

A request crosses four teams before it closes. Each one does its part in a different tool. What happened, who decided, and when, lives in someone's inbox, not in any system of record.

Cross-system, not connected

The deal lives in the CRM. The stock lives in the ERP. The case lives in the ticketing tool. The handoff between them lives nowhere, and that is exactly where the process breaks.

AI without a governed path

AI has already escaped governance. Copilots make individuals faster, not the company. The handoffs between teams stay just as broken, only faster, and nobody traces what got proposed, approved, or skipped.

How Ofelia fits

Ofelia orchestrates execution deterministically, end to end: across teams, across tools, through AI agents that handle some of the tasks, with human validation at every critical step, and a full audit trail behind it. The procedure is retrieved, the steps are guided, the right people are brought in with the context attached. Ofelia answers, coordinates, and records. People decide.

What that means in practice

Pricing and Legal review in parallel, not in sequence: what used to take days now takes hours, without skipping a single sign-off

One 360-degree view across every team and tool, from kickoff to go-live

Finance and Procurement set the approval thresholds once, Ofelia applies them to every request, no project needed to change a rule

Every decision recorded, across every team and system it touched, with who approved it and why

use cases

Every operation has an entry point.
Start with yours.

Revenue & Deals
Customer Ops
Procurement
Internal Ops
"Scoping Acme. Legal, Finance, and Delivery need to sign off first."
Quote-to-Cash
Un trato típico cruza más de 6 divisiones y más de 10 herramientas antes de llegar a la firma. Ofelia coordina la definición del alcance, las validaciones, y el traspaso a delivery y facturación que sigue, para que el trato no se quede atascado entre personas que no comparten la misma herramienta.
Deal-to-delivery time down 50 to 60%
Your deal? Nobody believes it. You don't even know who signs on their side.
Qualification & Forecast
Reps skip the qualification fields until the deal is already closing, so pipeline reviews run on guesses. Ofelia asks the missing MEDDIC questions in conversation and blocks a deal from advancing until the gaps are closed.
Forecast accuracy up 20 to 30 points
"New client Acme Corp. Launch onboarding."
Client onboarding
Ofelia coordinates kickoff, technical setup, and the handoff timeline, so the client's first weeks look organized, not improvised
Time-to-first-value down 40 to 50%
"Critical escalation from Acme. Their production is down."
Customer escalation Management
Ofelia pulls in engineering, tracks the SLA clock, and keeps the client updated on the same thread, so nothing depends on one person remembering to follow up.
First response time down 50 to 60%
"I'm traveling to China. How much can I spend on hotels?"
Travel Policy Compliance & Self-Service
Per diem rates, booking thresholds, and approval chains vary by destination and seniority. Ofelia answers before the trip is booked, not after Finance finds the violation.
Policy violations down 60%
"I need to purchase a new tool for the team. €25K."
Purchase-to-pay
Un trato típico cruza más de 6 divisiones y más de 10 herramientas antes de llegar a la firma. Ofelia coordina la definición del alcance, las validaciones, y el traspaso a delivery y facturación que sigue, para que el trato no se quede atascado entre personas que no comparten la misma herramienta.
15 days → 1 day
"Company event next week. Who's doing what?"
Event Coordination
Marketing has it mapped, nobody else follows the same structure, and the ROI across event, LinkedIn, and webcast never gets attributed. Ofelia keeps everyone on the same plan and ties the follow-up back to the source.
event coordination time down 30%
"New idea from a stakeholder. Bug, feature, strategic bet, or noise?"
Idea-to-Backlog & Roadmap Intake
Ideas arrive from everywhere and most never reach the backlog with enough context to matter. Ofelia captures it, routes it to the right owner, and closes the loop with the person who raised it.
Improved loop-closure rate
Across the Operations
Every process has three owners.
Ofelia serves all three.
THE OUTCOME
01
Opérations and revenue leadership
You answer for the result and you run the people who deliver it. A dashboard shows you one view. Ofelia reads across every process, then orchestrates the cycle behind it: reviews, gates, approvals, handoffs. Each team does its part, the answers come back current, and your reporting holds up.
THE orchestration
02
The teams a process runs through
Sales owns qualification. Delivery owns scoping. Procurement owns the purchase. Each gets pulled into the others: a legal review inside a deal, a finance check inside an onboarding. Nobody runs one process end to end. Everybody runs a piece of it. Ofelia orchestrates the handoffs between them and records who decided what.
THE PROCESS
03
Process owners and RevOps
You own the machine but rarely the handoffs. Ofelia coordinates the teams, the systems, and the agents that carry each step, on one governed path. Thresholds and routing rules change without a development project.

Your day, reorganized

Today

Requests pile up across email, Slack, and shared files.

Nobody knows who is next in the approval chain

You chase status updates by hand

Exceptions get resolved from memory, not from policy

With Ofelia

Real-time visibility on every request

Clear ownership at every step

Processes orchestrated across teams and systems

A record of what happened and why

1

A request arrives

Someone asks for something, in Slack, Teams, or through a dedicated process app.

2

Ofelia coordinates

Ofelia aligns the tools, the approvals, and the people.

3

You stay in control

Every step is governed. Nothing moves without a check.

Beyond the tool of record.

Your CRM tracks the deal. Your ERP tracks the stock. Your ticketing tool tracks the case. None of them track what happens between the three. That is where Ofelia works: coordinating the people and the tools, without replacing what is already in place.
Get a demo

Already where your teams work.
Connected to your enterprise systems.

Built to be trusted.

Your infrastructure, your rules.

Ofelia Agentic starts ring-fenced on the knowledge you grant access to. Bonita BPM deploys on-premises or self-hosted. Sovereign deployments available.

No lock-in.

Bonita BPM runs on open architecture, no proprietary code. Ofelia Agentic connects to your systems on your timeline, not ours.

Governed by design.

Every step secured and auditable.

Human in the loop.

You decide where a person approves.

One suite. Two products. One engine underneath.

Ofelia Agentic

The AI assistant embedded in Slack and Teams. Turns questions and operational intent into governed, end-to-end execution: knowledge, guided steps, orchestrated workflows, without leaving where work happens.

Learn more

Bonita BPM

AI-powered BPM orchestration for operations that demand their own dedicated application. Deep process modelling, complex exception paths, strict SLA enforcement. Open architecture, no lock-in, deployed on-premise or self-hosted in your own infrastructure.

Learn more

Frequently asked questions
Does Ofelia replace our CRM, ERP, or ticketing tool?
No. Ofelia orchestrates the handoffs between them. Your systems of record stay in place. Ofelia coordinates the work that happens around and between them.
Does Ofelia act on its own?
No. Ofelia detects and proposes. A person confirms before anything engages. You define where that confirmation is required, and every decision is recorded with its author.
What happens when our process changes?
Your business teams adjust the rule. A new approval threshold, a revised clause, a different payment term: none of it requires custom development or a vendor ticket. IT keeps control of the architecture.
Do teams need to learn a new tool?
No. Ofelia works where teams already work. They answer in the flow of their day. Adoption does not depend on training.
Which use case should we start with?
Start with the process causing the most friction today, whatever the domain. Ofelia's use cases span revenue and deals, customer operations, procurement, and internal operations.