AblyPro Discovery

AI is not the goal.
Outcomes are.

Most partners start with the AI Agent. We start with your Salesforce workflows, operational challenges, and the outcomes you’re trying to achieve.

See what’s included →

What Is Discovery?

The Foundation Behind Successful Enterprise AI Deployment

Successful AI deployment starts long before an agent is configured. Discovery provides the operational, data, and governance foundation needed to identify the right opportunities, prioritize implementation, and deploy AI with confidence. With Discovery, you get:

Outcome-Driven AI Strategy

Every AI initiative is tied to a defined business outcome and measurable success criteria.

Deployment-Ready Data

Identify and resolve the data issues that limit AI performance before deployment begins.

Roadmap with Governance
Built In

Define the path to AI-enabled execution with clear controls, oversight, and accountability.

What Do You Get in Discovery?

Four Deliverables. One Deployment-Ready Plan.

AI Opportunity Assessment

A prioritized view of where AI can create measurable business value across your operations

AI Readiness Score

A clear assessment of the data, systems, governance, and processes required for deployment.

Deployment Blueprint

The AI use cases, architecture, operating model, and success criteria for implementation.

Implementation Roadmap

A phased plan outlining priorities, milestones, dependencies, and next steps.

AblyPro’s AI Agent Deployment Policy

All AI agents are built natively within Salesforce Agentforce. AblyPro does not use proprietary frameworks that create vendor lock-in, ensuring your team retains full ownership and control after deployment.

What You're Building Toward

Outcomes that matter to your industry.

"Our service operation is predictable, efficient, and easier to scale.
We spend less time reacting to issues and more time delivering for customers."

40%

Higher first-time fix rates

Faster

Dispatch and response times

95%

Reduction in Search Time

"Our organization runs predictably. Resources are utilized effectively, projects stay on track, and clients continue to trust us with future work.”

12%

Improvement in Billing Utilization

Accurate project forecasting

50%+

Faster Staffing Decisions

Use Cases
Field Service - Skill-Based Dispatch
The Problem
Engineers are dispatched by availability, not skill. The right job goes to the wrong person. Repeat visits follow.
What Discovery Found
The data to match engineers to jobs correctly already existed in Salesforce. It was not structured to drive dispatch decisions.
The Outcome
An Agentforce scheduling agent now matches job complexity to engineer certification automatically. SLA performance is consistent across every region.
Field Service - Predictive Maintenance
The Problem
Maintenance visits run on a fixed calendar. Assets fail between visits. Unplanned callouts consume a third of field capacity.
What Discovery Found
Asset condition data existed in the system but was not connected to the scheduling workflow. Maintenance was time-driven, not condition-driven.
The Outcome
An Agentforce agent monitors asset condition and generates a work order before a fault occurs. Unplanned callouts become the exception, not the norm.
Professional Services - Real-Time Margin Visibility
The Problem
Project cost data arrives at month-end. By the time a margin problem is visible, it is too late to fix it.
What Discovery Found
Regional teams were entering data into local systems before manual upload to Certinia. Real-time margin visibility was not possible on data that was weeks old.
The Outcome
An Agentforce agent monitors project cost actuals against budget continuously and flags variance before the loss is locked in.
Professional Services - Post-Acquisition Consolidation
The Problem
Four acquired professional services teams. Four different systems. No consolidated view of delivery performance or revenue recognition.
What Discovery Found
Certinia PSA was partially deployed but inconsistently configured. No AI agent can operate reliably across fragmented systems with different data structures.
The Outcome
A consolidation roadmap followed by an Agentforce agent that automates routine project administration across all four teams on a single unified platform.
Professional Services - Activating Certinia Veda AI
The Problem
A resource leaves mid-project. The project manager spends days finding a replacement manually. Project health lives in status calls, not live data.
What Discovery Found
Certinia PS Cloud was in place. Resource data was incomplete. Certinia’s Veda AI could not operate reliably on the existing foundation.
The Outcome
Ablypro's Reallocation Agent now proposes qualified replacements in minutes. The Project Assistant surfaces risks and budget variance on demand.

Stop experimenting.
Start Achieving Outcomes with AI

Book an initial 30-minute chat with an AblyPro expert.

We will review your current tech footprint, your primary operational goals, and the specific bottlenecks stalling your AI initiatives.

AI is not the goal. Outcomes are.