Validate the specialist first
Interview the engineers directly and review the relevant platform experience before agreeing to a kickoff.
Bring a live platform scope. We'll match senior specialists for direct interviews, agree on delivery ownership, and start with a 20-hour monthly block, an embedded engineer, or a white-label pod after approval and access are in place.
Discuss a live platform scopeof hands-on experience across matched platform specialists
starting reserved-capacity block
validate every proposed specialist before kickoff
delivery with partner-protection terms
The delivery gap
Client work expands beyond licenses and configuration. Integrations, custom workflows, data flows, testing, rollout support, and post-go-live requests compete for the same senior people.
SOTR lets Five9 and Genesys consultancies add proven platform specialists around that work, while the partner keeps the account, CX strategy, and commercial relationship.
Proof before commitment
You do not need to accept a broad capability claim. Validate the people against live work, define an observable outcome, and expand from evidence.
Interview the engineers directly and review the relevant platform experience before agreeing to a kickoff.
Bring one active integration, workflow, migration, or post-go-live backlog—not a long-term hiring commitment.
Reserve a few senior specialist hours each week for configuration, technical guidance, or a focused backlog, then expand when demand grows.
Built for Five9 and Genesys partners
The exact boundary is agreed before kickoff, so the client knows who decides, who builds, who reports, and who accepts the work.
| You lead | SOTR delivers |
|---|---|
| Client relationship, commercial ownership, CX strategy, and platform direction | Senior platform engineering and the technical execution behind the approved solution |
| Business requirements, customer context, priorities, and final approvals | Architecture support, delivery planning, backlog definition, implementation, and documentation |
| Visibility into progress and control over client-facing communication | Daily collaboration in your Slack, Jira, meetings, and reporting rhythm |
| Acceptance of the delivered outcome | Quality checkpoints, test evidence, go-live preparation, handoff, and agreed post-launch support |
The Contact Center Delivery Pod
Start with one senior specialist or combine hands-on engineering, solution architecture, and delivery management. Add QA only when it earns its place.
Hands-on Five9 or Genesys specialist responsible for configuration, integrations, custom development, testing, and technical documentation.
Translates approved business and CX requirements into an architecture, integration approach, technical decisions, and delivery-ready backlog.
Owns the agreed plan, dates, quality checkpoints, risk visibility, and daily communication model with the partner or client team.
Adds structured test planning, regression coverage, acceptance evidence, and go-live readiness when the scope requires it.
What the specialists can execute
Match the engineer to the actual platform, integration landscape, and workstream. Relevant experience is validated in your interview.
Platform setup, migration support, configuration, rollout readiness, validation, and go-live execution.
Inbound and outbound flows, routing logic, queues, prompts, campaigns, and operational workflow changes.
Connections with Salesforce, CRMs, internal applications, agent tools, identity, and the systems surrounding the platform.
Middleware, APIs, webhooks, event flows, custom services, and resilient data exchange between systems.
Reporting foundations, exports, operational data flows, dashboards, and integrations with analytics environments.
AI-enabled workflows, backlog delivery, fixes, improvements, documentation, and ongoing platform engineering.
From scope to kickoff
Send the platform, current situation, integration landscape, desired outcome, and the delivery gap your team needs to close.
Interview the relevant senior engineers directly and validate hands-on platform depth, communication, and fit.
Define scope, delivery roles, acceptance criteria, security controls, white-label boundaries, commercial model, and escalation paths.
The currently available specialists can begin as soon as your approval, contract, and access requirements are complete.
Flexible commercial shape
Clarify requirements, architecture, risks, milestones, estimates, and a delivery-ready backlog before committing to implementation.
Start with a 20-hour monthly block for configuration, troubleshooting, technical reviews, or a focused platform backlog.
Add one Five9 or Genesys specialist to your team for a client engagement or ongoing platform backlog.
Combine senior engineering, architecture, and delivery management under a monthly, time-and-materials, or fixed-scope model.
Protect the client and the engagement
Final terms are agreed per engagement. These are the safeguards we are prepared to structure with you.
White-label delivery, non-circumvention, non-solicitation, NDA, and IP assignment can be written into the engagement terms.
Engineers can work inside your VPN, VDI, managed-device, least-privilege, and access revocation requirements.
The delivery manager agreed with the client owns plan visibility, dates, quality checkpoints, risks, and escalation paths.
A first-10-business-day fit concern can trigger a replacement search without a recruiting fee, with transition terms agreed in the SOW.
For fixed-scope work, defects against written acceptance criteria can be corrected for 14 days after acceptance at no engineering charge.
Add business-hours support or an agreed on-call rotation under a monthly minimum when the production risk requires it.
Need a security review? We will document the access model, data boundaries, required controls, and current certifications honestly before the team receives access.
Questions to settle before kickoff
The platform experience sits with the senior specialists available for engagement. Each has more than five years of hands-on experience, with some exceeding seven. You review the relevant background and interview the engineer directly before committing. SOTR provides the commercial, delivery, and operating model around the engagement.
Yes. We can arrange a private reference from our broader enterprise software work during vendor evaluation, subject to scheduling and a mutually agreed introduction. It is not a Five9 or Genesys project reference; validate platform experience directly with the proposed specialist.
We first match the platform experience to your live scope and present the relevant specialists for direct interviews. The selected engineer can start after your technical approval, contract, and access requirements are complete. We separate specialist availability from client onboarding time so the expectation is clear.
Yes. You can begin with a reserved 20-hour monthly block—roughly five hours per week—for configuration, troubleshooting, technical reviews, or a focused backlog. We agree on priorities, availability, communication, and response expectations before kickoff. This keeps the model flexible without turning it into ad-hoc, one-hour support.
Yes. We can work behind your brand, inside your tools and communication model. Non-circumvention, non-solicitation, confidentiality, IP ownership, and client-contact boundaries can be included in the agreement.
We decide that boundary at kickoff. Your platform lead can retain solution ownership, or an SOTR solutions architect can translate approved requirements into technical decisions and a delivery-ready backlog. The delivery manager then maintains the plan, risks, and quality checkpoints.
We support fixed-price scopes, time and materials, monthly pod fees, individual engineers, and paid discovery. We qualify the scope, risk, and team shape on the first call before proposing commercial terms.
If you raise a fit concern during the first 10 business days, we can begin a replacement search without a recruiting fee. The final transition, overlap, and commercial treatment are written into the SOW so there are no surprises.
For fixed-scope work, we can include a 14-day correction window for defects that fail written acceptance criteria. Scope changes and third-party platform changes are handled separately. Ongoing support and on-call coverage are available under a paid monthly agreement.
We can work inside client-controlled VPN, VDI, managed-device, least-privilege, and offboarding requirements. SOTR does not currently claim SOC 2, ISO 27001, PCI, or HIPAA certification. If an engagement involves regulated data, the required controls and vendor obligations must be agreed during qualification before access is granted.
No. Start with a 20-hour monthly specialist block, a defined delivery sprint, or one embedded senior engineer. Add architecture, delivery management, QA, or more engineering capacity only when the scope requires it.
Send the scope and meet the senior specialists matched to the work. Start with a 20-hour monthly capacity block, an embedded role, or a delivery pod—and validate every proposed engineer directly before kickoff.
Independent reviews from enterprise teams we've supported with senior engineers, squads, and DevOps/SRE.