Case Study
Published · Sept 2026 · CLOUDSUFI
Global software and services company

Reusable Automation for Service Requests and Data Flows

A global software and services company managed recurring IT requests and customer, product, and billing data across different applications. CLOUDSUFI separated shared workflow controls from system-specific connections, moving selected workflows into production while other integrations remained in testing.

300+
Delivery volume
Documents moved into a procurement environment through the new automation layer.
~60,000
Operating baseline
Annual IT tickets the framework is built to serve as it expands.
40%
Forward target — fewer tickets
A target for broader adoption, not yet a reported outcome. Current performance remains to be validated.
Location
United States
CLOUDSUFI capabilities
Agentic Automation · Integration Engineering · Workato Orchestration
Programme scope
Service actions · Identity & access · Customer data · Billing updates
Evercommerce Wrokato

The challenge: fragmented work across a connected business

A global software and services company was managing many recurring IT requests. At the same time, it was moving customer, product-usage, and billing data across a varied mix of enterprise applications. Each process had its own rules, data formats, and connection requirements.

Service teams needed a quicker path for routine actions such as request triage, password resets, and access changes. Integration teams also handled file conversion, API movement, and secure connections between cloud services and private databases.

The risk was not one failed integration. It was the cost of solving each request as a separate point-to-point project.

A common pattern from intent to action

The brief was to establish one governed foundation for service actions and enterprise data flows, while keeping system-specific connection logic modular.

CLOUDSUFI separated business intent from system-specific connection logic. Shared orchestration handled approvals, routing, and status. Modular integrations then connected each use case to the applications and data stores it required.

The framework follows five steps: a request or event arrives, an agentic skill interprets the intent and selects the right action, orchestration applies rules and routing, an integration moves data through the right pipeline or connector, and the system action updates the target system and records status. Separating business intent from system-specific logic makes later workflows easier to extend.

The framework combined agentic skills for selected service and access-management actions, reusable workflow recipes for approvals, routing, and status handling, data pipelines, APIs, and a conversion microservice for structured movement between systems, and secure connectivity for cloud and private database environments.

“We needed the same controls to work across very different requests. Separating orchestration from connection logic gave the team a practical way to add new use cases without starting over.”

Program Stakeholder
image 8

Prove the path, then expand it

The team used proof-of-concept work and end-to-end testing to reduce risk before launch. This mattered most when a workflow crossed network boundaries, transformed source data, or triggered an action in another enterprise system.

For the customer-data flow, delivery included object storage, conversion from a source file format into JSON, and API-based movement into the target platform. For the billing and customer-information track, the team established local and cloud database connectivity. It also completed end-to-end test recipes and progressed the wider solution architecture.

Delivery moved through five stages: design mapped the workflow, a proof of concept proved the path, testing validated it end to end, launch released it in stages, and expansion added new workflows to the same foundation.

Recorded progress, with outcomes still to validate

Program updates show a service workflow and customer-data flow in production, with single sign-on complete. A separate integration track reached proof-of-concept completion after database connectivity and end-to-end recipes were tested.

Recorded milestones include the service workflow launch, single sign-on completion, and the customer-data flow launch. Delivery volume reached more than 300 documents moved into a procurement environment. The operating baseline the framework is designed to serve is about 60,000 annual IT tickets. The forward target is 40% fewer tickets after broader adoption — a target, not a reported outcome. Current performance remains to be validated.

These milestones show that the framework moved beyond design into working delivery. They do not yet establish realized time savings, SLA improvement, or ticket reduction across the full program.

“Reusable orchestration gives teams a clearer path from a request or event to a governed action, while keeping source-specific logic where it belongs.”

Program Stakeholder

From individual automations to an operating model

Teams can now introduce new use cases through a defined path. The path covers testing, approvals, execution, and exception handling.

The next phase is to extend the same pattern to more service and access workflows. The team also needs to complete the remaining billing and customer-information integrations. Measurement should begin with the live workflows and compare adoption, ticket creation, cycle time, and exceptions against an agreed baseline.

The plan moves along three tracks: expand adds distribution-list, application-access, and related service actions; measure tracks adoption, ticket deflection, handling time, and SLA performance; and govern maintains shared patterns, approvals, ownership, and exception paths. Each new use case can build on proven controls and connections, with its operational impact measured separately.

Let's build what's next.

Talk to us about your data and AI challenges — and how CLOUDSUFI can help solve them.

Talk to us →

By submitting, you consent to CLOUDSUFI processing your information in accordance with our Privacy Policy. We take your privacy seriously; opt out of email updates at any time.

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.