01
Duplication
Manual work multiplies
Staff re-enter the same information, chase updates, build quotes by hand, and spend hours on work that software should handle.
Custom software. Built around how your business actually works.
Sales systemsCustomer portalsOperational dashboardsWorkflow automationBusiness communications
The real problem
Your business should never have to bend around its software.
Growth should create leverage
When spreadsheets, texts, generic platforms, and memory hold the workflow together, every new customer adds friction. We replace that patchwork with one purpose-built system.
02
Fragmentation
Visibility disappears
Leads, orders, jobs, and customer communication live in different places, leaving management without a reliable view of the business.
03
Misalignment
Generic tools create workarounds
Off-the-shelf software rarely matches the way your company actually sells, quotes, fulfills, communicates, and reports.
What we build
One partner for the systems that move your business forward.
Every engagement starts with the operational outcome. The software is designed around the people, decisions, and workflows that produce it.
Customer experience
Customer Portals & Online Ordering
Give customers a professional place to order, request quotes, upload files, view status, access documents, and reorder without calling your team.
- Account-specific pricing
- Order and quote history
- Status updates and document access
Revenue systems
Quoting & Pricing Tools
Turn complex pricing rules into fast, accurate quotes with guided inputs, calculations, branded proposals, approvals, and follow-up built in.
- Custom pricing logic
- Proposal generation
- Approval and follow-up workflows
Management visibility
Operational Dashboards
See what is happening across sales, orders, production, service, and performance in one reliable management view.
- Live operational reporting
- KPI and exception tracking
- Role-based views
Sales operations
Custom CRMs & Sales Systems
Build the sales process your team will actually use, including lead intake, ownership, activity tracking, follow-up, quoting, and pipeline reporting.
- Lead and opportunity management
- Automated follow-up
- Call, text, and appointment workflows
Communication
Business Communication Systems
Centralize customer and internal communication with automated updates, reminders, task routing, call records, and message history.
- Email and SMS workflows
- Internal notifications
- Shared customer history
Efficiency
Workflow Automation & Integrations
Connect the tools you already use, eliminate repeated data entry, trigger the right actions, and move information automatically.
- System integrations
- Task and approval automation
- Document and data workflows
Need something different?
Tell us what you need
We are not limited to a fixed menu. If the business problem can be solved with software, we can scope the right system.
Project proof
Custom Systems We’ve Built
A quick look at real business software we built to improve quoting, sales, operations, and customer experience.
Quoting & proposals
Custom Quoting Tool
A quoting and proposal system we built to create cleaner estimates, organize project scope, and give customers a stronger approval experience.
- Professional quote builder
- Customer-facing proposal view
- Approval-ready presentation
Sales command center
Sales Command
A sales CRM and communication platform we built to manage leads, calls, texts, appointments, AI summaries, team activity, and follow-up.
- Lead and communication management
- Calls, texts, and appointments
- AI sales summaries and team visibility
Designed around the workflow
We build the system your business has been trying to create with workarounds.
Start with the bottleneck. Then turn it into a clear, connected workflow your team and customers can actually use.
Customer portal
Let customers serve themselves without losing the relationship.
Move ordering, quote requests, updates, files, and account information into a branded portal that is available whenever the customer needs it.
- Reduce calls and manual order entry
- Give every customer a cleaner experience
- Create a professional digital sales channel
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$3,170 Why Operational Solutions Group
Built from operating experience, not theory.
Operational Solutions Group was founded by Jacob Docherty after he ran into the problem firsthand while running a growing business: off-the-shelf software could handle pieces of the operation, but it could not adapt to the way the company actually worked. So he learned to build the systems the business needed.
Today, OSG helps other owners avoid the friction Jacob faced in the early stages. We start by understanding where time, money, visibility, and customer experience are being lost, then build around the business — rather than forcing the business to work around the software.
Jacob Docherty
Founder · Operational Solutions Group
Bring us the bottleneck
Business-first discovery
We map the workflow, people, decisions, and failure points before recommending a system.
Eight-figure operations experience
Our perspective is shaped by firsthand experience building and operating a high-volume supply business.
Practical, usable software
The system is built for the people who will rely on it every day, not for a technical showcase.
Founder-led accountability
You work directly with Jacob and the team responsible for understanding, building, and delivering the solution.
A clear path from problem to launch
Structured enough to stay controlled. Fast enough to create momentum.
Diagnose the bottleneck
We learn how the process works today, what is breaking, who is involved, and what success needs to look like.
Blueprint the system
We turn the workflow into a clear scope, user experience, feature set, milestones, and fixed proposal.
Create and validate
We build in focused stages, review the working system with you, and refine the details that matter.
Deploy with confidence
We test, launch, support adoption, and make sure the system is ready for real customers and real operations.
Common questions
What businesses usually want to know before we start.
Every project is different, but the engagement should still feel clear from the beginning.
Ask about your projectCustomer portals, ordering systems, quoting tools, CRMs, internal dashboards, job and order tracking, communication systems, mobile-friendly tools, automations, integrations, and other custom platforms tied to a clear business need.
Yes. Many projects begin with a process spread across spreadsheets, email, texts, and generic platforms. We can consolidate the right parts into one system while integrating the tools that should remain.
Focused systems can often be delivered in weeks, while larger platforms take longer. After discovery, you receive a clear scope, delivery plan, and milestones before work begins.
Investment depends on complexity, integrations, users, and the value of the problem being solved. Most custom engagements begin around $7,500 and are quoted at a fixed scope after discovery.
No. Bring us the operational problem. We will help diagnose the workflow, identify the highest-leverage solution, and turn it into a practical build plan.
Start with the problem
Tell us what is slowing the business down.
We will review the workflow, identify what should be simplified or automated, and determine whether a custom system makes financial sense.
No generic pitch. The conversation is built around your operation.
Clear next step. You will know what we recommend and why.
Fixed proposal. Scope, timeline, milestones, and investment are defined before the build.