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How Proso.ai helped a fast-growing SMB eliminate operational silos, automate business processes, and create a connected technology ecosystem for sustainable growth.
A rapidly growing SMB was experiencing strong business growth but struggled to scale its internal operations. Sales, finance, and operations were running on disconnected platforms, leading to duplicate work, delayed reporting, and limited visibility for leadership.
The organization needed more than new software—it needed an integrated digital foundation capable of supporting long-term growth without increasing operational complexity.
Proso.ai designed and implemented a connected ecosystem built around Microsoft 365, Salesforce, and Oracle Cloud, enabling seamless collaboration, automated workflows, and real-time business intelligence.
Proso.ai designed and implemented a connected architecture that seamlessly integrated Microsoft 365, Salesforce, and Oracle Cloud, enabling secure data synchronization and a single source of truth across the organization.
Proso.ai designed and implemented a connected architecture that seamlessly integrated Microsoft 365, Salesforce, and Oracle Cloud, enabling secure data synchronization and a single source of truth across the organization.
The organization wanted to replace spreadsheet-based workflows, email approvals, and repetitive manual tasks with intelligent automation to improve efficiency and reduce operational bottlenecks.
Using Microsoft Power Platform, Salesforce automation, and Oracle Cloud capabilities, Proso.ai automated approvals, reporting, customer lifecycle processes, and cross-functional workflows, significantly reducing manual effort.
Leadership required a centralized view of business performance with live dashboards, accurate reporting, and actionable insights to make faster, data-driven decisions.
Proso.ai enabled real-time reporting through Power BI and integrated analytics, giving leadership complete visibility into sales performance, financial health, operational metrics, and business KPIs from a single dashboard.
Following implementation, the organization achieved:
Digital transformation isn't about implementing more applications—it's about connecting the right ones.
By integrating Microsoft 365, Salesforce, and Oracle Cloud into a unified ecosystem, businesses can replace fragmented operations with intelligent workflows, real-time insights, and scalable processes that grow alongside the organization.
For SMBs preparing for 2026 and beyond, integration is no longer an IT initiative—it's a business growth strategy.
At Proso.ai, we help growing businesses design, integrate, and optimize enterprise technology ecosystems that drive measurable business outcomes.
Our expertise spans:
From disconnected systems to connected business operations—we help organizations scale with confidence.
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Proso AI Inc
505 Montgomery Street, 10th & 11th floors
San Francisco, California
United States -94111
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Proso AI India Pvt Ltd
2nd Floor, Stellar Okas-1425
Sector 142, Noida, Uttar Pradesh
India -201305
Proso AI Pty Ltd
232 Unley Road
UNLEY, SA 5061
Proso AI Technologies Limited
167-169 Great Portland Street
London, UK
W1W 5PF
