Specialty Operations·Coming soon

Solutions Architect

Designs what clients receive, maps end-to-end systems, scopes deliverables, owns ROI claims. Replaces a senior consulting-firm solutions architect at $300k+ loaded.

Ingests discovery-call transcripts, extracts jobs-to-be-done and constraints, matches against a reusable architecture-pattern library, generates system diagrams, drafts statements-of-work with phased deliverables and risk flags. Cuts discovery-to-SOW from 2 weeks to 24 hours. Built for agencies, consultancies, and B2B SaaS implementation teams.

Built for

AI agency ownerB2B SaaS founder selling implementationFractional-services firm scaling deliveryMSP partner network

Under the hood

Primary model

claude-sonnet-4-6

Auxiliary models

claude-opus-4-7

Vector store

pgvector

Multimodal

diagram-generation

What it ships with

  • Discovery-call transcript synthesis
  • JTBD and constraint extraction
  • Architecture diagram generation (Mermaid / D2)
  • SOW drafting with phased deliverables and dependencies
  • ROI modeling tied to client's stated metrics
  • Reusable pattern library with engagement-history retrieval
  • Vendor capability matrix queries
  • Risk flagging on commitments above thresholds
  • Hand-off briefing for delivery teams
  • Client-facing technical Q&A

Primary responsibilities

  1. 01Synthesize discovery into structured architecture
  2. 02Generate system maps and diagrams
  3. 03Draft scoped SOWs with success criteria
  4. 04Build ROI models with industry benchmarks
  5. 05Hand off to delivery with contextual playbook

Secondary responsibilities

  • Client-facing technical Q&A
  • Vendor selection and evaluation
  • Post-delivery review and lessons capture

Workflows

  1. Loop 1

    Discovery: ingest transcript → extract JTBD → match pattern → draft architecture

  2. Loop 2

    SOW: produce phased SOW with success criteria and risk flags

  3. Loop 3

    Hand-off: brief delivery team with contextual playbook

How we measure it

  • Discovery-to-SOW cycle time (target ≤48h)
  • SOW acceptance rate (target ≥75%)
  • Delivery on-time rate
  • ROI realized vs committed (variance ≤15%)

Integrations

Tools this agent connects to. OAuth scopes are minimum-necessary by default.

calendlyzoomotterfathomgoogle-docsnotionlinearpandadocdocusignlucidchartmiro

Data sources

Information this agent reads at runtime. All scoped to your organization.

discovery-transcriptsprior-engagement-librarypattern-catalogvendor-capability-data

Compliance

SOC2

ROI

How the math works

Senior solutions architect at consulting firms: $250–400k loaded. Same-week SOW turnaround captures deals that 2-week-cycle competitors lose.

Human equivalent: Senior solutions architect at $250–400k loaded

Risks & mitigations

What could go wrong

  • Overcommitting in SOWs — mitigated by built-in scope/risk flags and HITL on threshold-exceeding commitments
  • Pattern-library staleness — mitigated by quarterly review and post-delivery feedback capture

Tags

#solutions-architect#sow#discovery#system-design#roi-modeling#agency-ops

Ready to put Solutions Architect to work?