Customer Zero · The J4RVIS story

Our first client was the one we couldn't afford to fail: us.

Before we sold a single agent, we agentified J4RVIS. Sales, delivery, finance and internal ops run on the same stack we build for clients — and no pattern ships until it has survived our own pipeline, projects and invoices.

agents in production

11,400

hours returned a year

41%

of internal requests resolved end-to-end by agents

demo orgs — everything you'll see is live

"Every failure mode you're worried about, we've already hit — on our own money."

Pascal Uerlings · Founding team

A working day, run by agents

Lead desk

A lead lands in #sales-new-lead, gets researched, scored and drafted into Salesforce before a seller opens it.

9 min

to qualified brief

Proposal studio

Discovery notes become a client-first draft in our template, every claim cited back to the transcript.

20 min

first draft, was 3 days

Delivery pulse

Every project canvas rewrites itself each morning from Salesforce and Jira.

100%

projects live-tracked

Finance chaser

Invoices reconciled, anomalies flagged, chases sent — a human approves every send.

−12 days

debtor days (DSO)

Command centre

Everyone's priorities, blockers and meetings rebuilt in a Slack canvas from their real calendar and inbox.

7am

daily, 100+ people

Runs on

Introducing

J4RVIS 2.0

Your AI-native consulting partner.
We advise on what matters, and build the systems that deliver it.

Trusted by

Who we are

An Australian consultancy built
AI-native, from the ground up.

We advise on the decisions that matter and build the intelligent systems that deliver them.

We own the outcome, not just the hours.

100+

People, AU & Philippines

10+

AI-native projects delivered

Industries we go deep in

40%

Faster to value

What we do

Everything we do answers a question you're already asking.

One team, strategy through to run. Each line hands directly to the next, so nothing is lost between partners.

01Business Systems

The systems your business runs on.

↗

02Data & Integration

One version of the truth, connected everywhere.

↗

03Artificial Intelligence

Agents inside your workflows, held to account.

↗

04Operate & Run

The team that built it stays.

↗

One partner

One team, one contract, one accountable owner from
first workshop to year two.

Runs across every line

05Strategy

06Experience Design

07Test, Deliver & Change

01 · Core service line

Business Systems

Who you’ll work with

Dave Woo

Director, Business Systems

14 years leading Salesforce programmes in public sector, higher education, financial services and telco. Stays with the client through to outcome.

Why J4RVIS

We run J4RVIS on the same Salesforce estate we build for you. We hit the failure modes first.

Often paired with

02 · Data & Integration→

03 · AI→

04 · Operate & Run→

The systems your business runs on.

We implement Salesforce for your sales, service and revenue teams, shaped to how your business actually runs.

Quote-to-cash in days, not weeks

Revenue Cloud and CPQ built around how you sell: proposal, order and invoice in one flow. Proven at Nine, Seven and TVNZ.

One Salesforce core for the whole business

Sales, service and billing on one platform across every division. Nine runs TV, digital and print on it.

Fix the org you have before you buy a new one

A two-week Health Check finds the tech debt and adoption gaps, then we modernise in place. No rip and replace.

Licences, build and support in one contract

Summit partner with licence resale. One relationship and one accountable team from first licence to year two.

Media & Entertainment

Customer story

330% more advertiser accounts, built on self-service.

SCA wanted advertisers to browse, buy and launch campaigns themselves. We built the Salesforce platform behind it.

Built

Sales Cloud · Experience Cloud · Media Cloud

Result

330% more advertiser accounts

Services we offer:

Salesforce Health Check

2 weeks. Org audit, tech debt, adoption, roadmap.

→

Sales Cloud implementation

Pipeline, forecasting, CPQ. 12–20 weeks.

→

Service Cloud implementation

Omni-channel service, knowledge, field service.

→

Revenue Cloud

Quote-to-cash, billing, subscriptions.

→

Industry Cloud accelerator

Media, FSC or Energy & Utilities, pre-configured.

→

Built on

←Test, Deliver & Change

← Back to all service lines

Data & Integration→

02 · Core service line

Data & Integration

Who you’ll work with

Carlos Langle

Director, Data & Integration

Carlos designs the data foundations ANZ enterprises run their AI on. Having worked both sides of the table, in sales at Salesforce and MuleSoft and in delivery, he treats data quality as a commercial issue.

Why J4RVIS

Reusable APIs and one governed data layer, so nothing gets built twice and AI has something solid to stand on.

Often paired with

01 · Business Systems→

03 · AI→

04 · Operate & Run→

Data that arrives on time, and means
what it says.

Integration moves data. A data foundation gives it meaning. Most enterprises buy these from two different partners, and the failures happen in the gap between them. We own both, from system of record to agent response.

Systems that talk

Reusable MuleSoft APIs and event-driven architecture, not point-to-point fixes that break on the next release.

One version of the truth

One customer, one record, reconciled everywhere, on a platform your team can govern.

AI-ready by default

Snowflake and Salesforce Data 360 as the grounding layer every agent runs on.

Legacy modernised in place

Old systems wrapped in APIs and retired on your timetable, not a big-bang cutover.

Energy & Utilities

Customer story

One integration platform, secure and current.

Legacy APIs were exposed to Log4J and the MuleSoft platform was nearing end of life. We closed the exposure, migrated CloudHub 1 to CloudHub 2, and rebuilt the release pipeline.

Built

MuleSoft · CloudHub 2 · Jenkins · Gentrack

Result

35% fewer agent calls in week one

Services we offer:

Data & integration assessment

Two weeks. Systems, data, owners, sequenced plan.

→

MuleSoft API layer

Reusable APIs across core systems, delivered onshore and nearshore.

→

Snowflake data platform

Warehouse, pipelines, governance, and quality, delivered nearshore.

→

Salesforce Data 360

Unified customer profile, segmentation, and Agentforce activation.

→

Legacy modernisation

Migrate and retire ageing platforms on AWS or Boomi, on your timetable.

→

Built on

←Business Systems

← Back to all service lines

AI→

03 · Core service line

Artificial Intelligence

Who you’ll work with

Diego Mogollon

Director, Artificial Intelligence

Diego architects end-to-end AI platforms, from infrastructure to compliance, and has deployed production agentic systems in regulated environments.

Why J4RVIS

A named human owner and an evaluation gate for every agent before it scales. Nothing goes live on a demo.

Often paired with

02 · Data & Integration→

04 · Operate & Run→

01 · Business Systems→

Agents that work inside your workflows, held to account.

We scope agents to real workflows, wire them into your systems and put guardrails around them your risk team will sign off on. Our AI Accelerators are pre-built for your industry, so value starts in weeks.

Hours back to your people

Agents take the repetitive work: triage, drafting, lookups, follow-ups.

Faster for your customers

Resolution in minutes, around the clock, with a human one step away.

Governed from day one

A named owner, guardrails and an audit trail for every agent.

Industry accelerators

Pre-built agents for Media, Financial Services and Energy & Utilities.

Technology & marketplaces

Customer story

Days of verification, now near real-time.

hipages onboards around 1,500 tradies a month, and verification checks were taking days. We rebuilt verification and lead handling with Agentforce and Data 360.

Built

Agentforce · Data 360

Result

Up to 90% faster verification

Services we offer:

Use-case sprint

1 week. Pick the workflow with payback.

→

Agentforce deployment

First agent live in 6–10 weeks. Fixed fee.

→

Industry AI Accelerator

Pre-built for Media, FS, Energy & Utilities.

→

Voice & conversational agents

Agentforce, ElevenLabs.

→

Agent governance & evaluation

Owner, guardrails, audit trail, evaluation gate.

→

Built on

←Data & Integration

← Back to all service lines

Operate & Run→

04 · Core service line

Operate & Run

Who you’ll work with

Mohit Bajaj

Director, Platform Success

15+ years leading customer experience and success across ANZ and APAC, building the operating models that turn client relationships into long-term retention.

Why J4RVIS

The squad that built it stays. No handover to strangers, no ticket queue between you and the people who know the platform.

Often paired with

01 · Business Systems→

03 · AI→

07 · Test, Deliver & Change→

The team that built it stays.

The squad that built your platform stays embedded on a fixed monthly retainer, running, tuning and improving it. Agents are managed like any other member of the team.

Value that compounds

Quarterly optimisation cycles, not a slide back to the old way.

No knowledge walks out

The people who know your platform stay on it after go-live.

Predictable cost

One monthly number for run, support and improvement.

Hyper-care from day one

Six weeks of daily stand-ups and same-day fixes after go-live.

Energy & utilities

Customer story

One platform, 35% fewer agent calls.

TasWater’s APIs were exposed to Log4J and its integration platform was nearing end of life. We ran the modernisation, then kept the platform running and hardened.

Built

MuleSoft · Jenkins CI/CD · IVR self-service

Result

35% fewer agent calls, week one

Services we offer:

Hyper-care

6 weeks after go-live. Daily stand-up, same-day fixes.

→

Application managed services

Salesforce and MuleSoft, fixed monthly fee.

→

Platform health & operations

Salesforce, Snowflake, AWS monitoring.

→

Ongoing agent management

Agents run like any other team member.

→

Continuous optimisation

Quarterly improvement plan, agreed with you.

→

Platform supported

←AI

← Back to all service lines

Strategy→

Industries

Your industry, already understood.

You do not have time to teach a partner your business. We work in three industries where the customer relationship is the P&L, so we arrive knowing your regulators, your systems and your peak days.

↗

Media & Entertainment

Audiences are theirs to keep. Subscriber, audience-data and ad-sales platforms that hold up on grand final weekend.

Broadcasting

Advertising & ad-tech

Retail media

Sports & entertainment

↗

Financial Services

Trust is the product. Onboarding, verification and service platforms an auditor can trace end to end.

Banking & lending

Payments & fintech

Insurance

Wealth & superannuation

↗

Energy & Utilities

They keep the lights on. Billing, self-service and integration platforms that stay up when the network does not.

Energy retailers

Water utilities

Network & infrastructure

Renewables

↗

Other industries

If the customer relationship is your business, the same outcomes transfer.

Retail & hospitality

Technology & marketplaces

Travel & airlines

Consumer goods

Industries/Media & Entertainment

Grow audience revenue
without growing headcount.

Your board wants subscriber growth, ad revenue and lower cost to serve in the same year, while budgets fragment across platforms. We advise on the calls that decide audience value and ad-sales approach, then build and run the subscriber, data and engagement platforms behind them, sized for grand final weekend.

Use cases proven in live media.

Subscriber Relationships

Subscriber lifecycle and self-service

Sign-up, billing, entitlement, and support in one place, with agents resolving the routine contacts.

Content Rights Management

Rights, avails, and royalties

Territory, platform, window, and exclusivity held as data rather than PDFs, so nothing gets double-sold.

Retail and Media Advertising Sales

Brief to booking to billing

Media plans and campaign proposals pushed into the ad server, DSP and SSP that deliver them.

Audience Engagement

Unified profiles and activation

Identity resolved into one profile, segments built from behaviour, activated the same day.

Production & Operations

Material, scheduling, and traffic

Creative approvals, material instructions, scheduling, and traffic as one workflow.

Agentic Efficiency

Agents in the run of the business

The repetitive middle of media operations, from campaign booking to billing queries, handled end to end.

Who we work with

BroadcastingAdvertising & ad-techRetail mediaOut-of-homeSports entertainmentCinemas, travel & hospitality

Clients

Client story

SCA: a self-service portal that grew accounts 330%.

↗

← Energy & Utilities ← Back to industries Financial Services →

Industries/Financial Services

Acquire faster and prove every
step to the regulator.

You are asked to grow faster, cut acquisition cost and satisfy APRA, ASIC and AUSTRAC with the same team. We advise on how you acquire, verify and serve customers, then build and run the onboarding, service and data platforms your auditors can trace end to end.

Use cases proven in financial services.

Onboarding & KYC

Verification in hours, not days

Identity, compliance and risk checks run as automated journeys, with staff stepping in only on exceptions.

Customer Record

One view across products and channels

Data unified from every source into a single profile that service, sales and marketing all read from.

Servicing

Cases, complaints and disputes resolved once

Service workflows with the full customer context attached, so nothing is re-keyed or re-asked.

Advice & Distribution

Adviser, broker and dealer workflows

Pipeline, referrals and applications tracked against the unified record, from lead to funded.

Compliance & Reporting

Evidence built into the workflow

Audit trails, consent and disclosure captured as the work happens, not reconstructed after.

Agentic Efficiency

Agents for the repetitive middle

Payment queries, document chasing and status updates handled by agents, with judgement left to people.

Who we work with

Wealth managementConsumer financeInsurancePaymentsLendingWorkplace compliance

Clients

Client story

Pay.com.au: an Australian first, verifications up 68%.

↗

← Media ← Back to industries Energy & Utilities →

Industries/Energy & Utilities

Lower cost to serve without lowering service.

Regulators, the ombudsman and customers judge you on bills, hardship and outages, while legacy platforms age out underneath you. We advise on the calls that decide cost to serve and customer experience, then build and run the billing, self-service and integration platforms that stay up when the network does not.

Use cases proven in utilities.

Customer Self-Service

Move, pay, and query without a call

IVR, portal and app journeys that let customers resolve the common things themselves.

Billing & Payments

Accurate bills, flexible plans, hardship handled

Meter-to-cash connected to the customer record, with concessions and payment plans built in.

Field & Asset Operations

Work orders connected to the customer

Faults, appointments and crews visible to the contact centre, so customers hear it from you first.

Integration & Platform Stability

Secure, current, and monitored

Integration platforms kept off end-of-life versions, patched, and released through proper CI/CD.

Regulatory & Reporting

Compliance evidence from live data

Guaranteed service levels, hardship and complaints reported from the systems of record.

Agentic Efficiency

Agents across the contact centre

Bill explanations, move-ins and outage updates handled by agents, escalating when it matters.

Who we work with

Energy retailersWater utilitiesNetwork & infrastructureRenewables

Clients

Client story

TasWater: 35% fewer calls to agents, in week one.

↗

← Financial Services ← Back to industries Media →

Proof, by sector

One story from each industry we go deep in, and one that shows the outcomes transfer.

Media & Entertainment

↗

330% more accounts, built on self-service.

One of Australia's largest media companies wanted advertisers to browse, buy, launch and track campaigns themselves.

Financial Services

↗

Same-day account verifications up 68%.

Verification that took days now clears the same day, with KYC and AML built in.

Energy & Utilities

↗

35% fewer calls to agents, in week one.

A modernised platform that lets customers resolve the common things themselves.

Adjacent · Marketplaces & technology

↗

Lead contact time cut from 16 to 6 minutes.

Verification that took days now runs near real time, so tradies hear back sooner.

“

J4RVIS recognised the specific challenges and opportunities for our business, and delivered a solution that truly met our goals.

Bryce Maybury

Head of IT, SCA (at the time)

Technology

Salesforce Experience Cloud

Salesforce Sales Cloud

Client story

A portal that grew
accounts 330%.

Challenge

SCA runs Triple M, the Hit Network and regional television. Advertisers booked through email and phone, sales time went to chasing paperwork, and bookings were reconciled against air by hand.

Solution

A branded self-service portal where advertisers browse, buy, launch and track campaigns, with automated opportunity management, real-time integration to the traffic management system, and campaign dashboards with compliance controls built in.

Results

330%

Increase in accounts

66%

Growth of new business

24/7

Advertiser self-service

← Pay.com.au← All client storiesTasWater →

Client story

One platform, 35% fewer
agent calls.

Challenge

TasWater’s legacy APIs were exposed to the Log4J vulnerability, its MuleSoft platform was nearing end of life, and an inefficient CI/CD process slowed every release. Balance and due-date questions all landed on agents, in business hours.

Solution

J4RVIS ran the modernisation: closed the Log4J exposure, migrated CloudHub 1 to CloudHub 2, rebuilt the pipeline on Jenkins, integrated Gentrack e-billing, and stood up IVR self-service — which took a third of the call volume off agents in its first week.

Results

35%

Fewer agent-handled calls, week one

24/7

Balance and due-date self-service

Log4J

Remediated across the API estate

CH2

Off end-of-life infrastructure

← SCA← All client storiesGrill’d →

“

We’ve gained an agile, reliable foundation for growth — and a strategic partner that knows how to make our vision a reality.

David Gunn

Head of IT, Grill’d

Client story

Three platforms
became one.

Challenge

Grill’d ran its integrations across three platforms — a single point of failure with data accuracy problems and rising cost. Workforce and supply chain systems synced on hourly batch, so the business ran on stale data.

Solution

J4RVIS set the target-state architecture, consolidated Jitterbit and Celigo onto one API-driven MuleSoft platform, integrated the core systems, and moved the business from hourly batch to real-time — with security and monitoring centralised in one place.

Results

3 → 1

Integration platforms consolidated

Real-time

Sync, up from hourly batch

One

Place for security and monitoring

← TasWater← All client storieshipages →

“

With Data 360 we have a single pane of glass across our operations, and rich data that shows tradies their return on investment.

Jeremy Burton

CTO, hipages Group

Client story

Days of checks,
now near real-time.

Challenge

Australia’s largest online tradie marketplace onboards around 1,500 tradies a month, but verification checks took days and new leads waited too long for first contact — friction on both sides of the marketplace.

Solution

J4RVIS connected and activated the marketplace data with Salesforce Data 360, then automated verification and lead handling with Agentforce — built the human-centred way, starting small and evolving with the team.

Results

90%

Faster verification turnaround

16 → 6

Minutes to contact new leads

29 → 36%

First-call
contact rate

← Grill’d← All client storiesPay.com.au →

“

From design to deployment, J4RVIS brought their ‘A game’ to every interaction on this project. J4RVIS made sure that the project was being delivered in partnership with us, rather than being just handed over to us.

David Walsh

Head of Digital, CX & Marketing

pay.com.au

Client story

An Australian first, in
three months.

Challenge

Pay.com.au, a B2B payments and rewards platform, had its customer record fragmented across systems. Verification was manual, slowing onboarding and holding back cross-sell.

Solution

J4RVIS delivered Australia’s first Salesforce Data Cloud implementation in three months — five from J4RVIS alongside five from Pay.com.au — unifying the customer record, automating verification and onboarding, and connecting service and marketing on one platform.

Results

68%

More same-day verifications

25%

Lower acquisition
cost

20%

Increase in ATO
payments

← hipages← All client storiesSCA →

PARTNERSHIPS

Top-tier on the platforms that run the work.

We hold senior accreditations across nine platforms and put named consultants on every engagement.

Salesforce