Use case: client delivery
Plan beside the client's org, build with AI and visual builders, ship through one governed path, and show the client verified results.
In one paragraph
Delivering client work with SyncOnAI 360 means planning on a project board beside the client's org, building changes with the AI, agents and visual builders, shipping them as validated, approved proposals with receipts, linking work items to deploys, and proving the outcome with re-audits shared as read-only reports.
01The problem
At the end of a phase the client asks what they got. The answer is a list of closed tickets, which says nothing about what reached the org or whether it worked.
Closed cards are not proof of delivered change.
Plans, orgs and evidence live in different tools.
Fast delivery without checks breaks client orgs.
Every steering meeting needs a fresh deck.
02plan
Projects have a board, backlog, sprints, roadmap, releases, a wiki and reports, in the same workspace as the client's org. Audit findings become work items with their evidence and estimate in one step.
03build
The AI and specialist agents draft changes against the client's real org, and visual builders for Flows, Lightning pages, components and Apex explain before they edit. Org rules keep each client's conventions.
04ship
Every change is a proposal with named checks, blast radius and validation against the org; production needs a second admin's approval, which can be the client's own admin. Every deploy leaves a receipt with rollback.
05prove
Work items link to the deploys that delivered them. Run the audit again and fixed findings are marked verified fixed; share the updated report as a read-only link. Reports show delivery, deploys and health, with coverage stated.
06handover
Runbooks, decisions and meeting transcripts are pages beside the org, the change history and receipts record every change, and the client's org stays synced and explained for whoever comes next.
07cadence
Read delivery, deploys and org health from reports on one engine, with every widget stating its coverage, and share the latest health or audit as a read-only link. Fixed findings show as verified fixed, so progress is measured against the same checks each time.
Steering meetings start from the record rather than from a deck someone built the night before.
08How it works
Plan, build, ship, prove, hand over.
Findings and requirements onto the board.
AI, agents and builders against the real org.
Validated, approved proposals.
Re-audit and share the report.
Pages, history and receipts.
09Checklist
10Before and after
Without
With SyncOnAI 360
A list of closed tickets
Work items linked to deploys
Plans and org in different tools
One workspace
Fast but risky changes
Checked, approved, reversible changes
A deck per steering meeting
Reports and re-audits on demand
11Who uses it
12Questions
Yes, if their admin is an admin in the workspace; production needs approval from someone other than the author.
Yes, through read-only health and audit reports.
Yes, to the proposals and deploys that delivered them.
Yes, in one step, with evidence and estimate.
Yes, with org rules per org.
Pages, history and receipts stay with the org in the workspace.
Audit findings can be raised as Jira Cloud issues; it is not a two-way sync.
Yes. Every plan includes every feature.
A workspace posts deploy results to one Slack channel through a webhook you create.
Projects are inside the workspace; share health and audit reports externally.
Yes. Each client org has its own rules, projects and reports in the workspace.
Roll it back from the receipt while the fix is prepared.
That is your commercial decision; technically, work can start as soon as the client connects an org.
13Keep exploring
Connect your Salesforce org. Run your first health scan. Ask your first question. See what you've been missing.