Valiantys Turns Scattered Discovery Sessions into Structured Delivery

Valiantys is one of the world's leading Atlassian Platinum partners, with over 560 employees across 11 countries and a 20-year track record helping enterprises implement, optimize, and scale Atlassian solutions. Serving financial institutions, government agencies, and complex multi-regional organizations, their work demands precise requirements, deep discovery, and seamless coordination across large stakeholder groups.

As Valiantys scaled globally, one problem persisted: requirements gathering in professional services is hard. Requirements emerge from dozens of conversations that are rarely written down or properly vetted. Consultants walk into rooms with fifteen or more stakeholders (PMOs, architects, C-level executives) and must synthesize those discussions into accurate solution designs. Without a system to capture that context, time is wasted and projects drift.

From Scattered Notes to Continuous Capture

Discovery sessions generate enormous volumes of information across stakeholders, systems, and regions. Previously, that meant manual note-taking, post-meeting consolidation, and heavy reliance on individual recall. With Auctor, Valiantys captures, structures, and generates outputs as discovery progresses. Meeting transcripts, action items, and requirements are produced in real time, eliminating the disconnect between what stakeholders say and what delivery teams act on.

From Manual Requirements to AI-Assisted Generation

Writing requirements was historically one of the most time-intensive parts of delivery, dependent on memory, individual skill, and available time. With Auctor, Valiantys generates requirements, solution designs, and client deliverables directly from meeting context, reducing the manual effort that once consumed a significant portion of delivery time.

"What surprised me most in a good way was that you added the ability to create a presentation. I wasn't expecting that, and it's a great feature that works well," said Dan Buffham, CTIO at Valiantys.

From Siloed Tools to an Integrated Workflow

Valiantys operates across Jira, Confluence, Salesforce, and Gong, with teams distributed across North America, EMEA, and a growing APAC presence. Before Auctor, these tools ran independently. Now, Auctor integrates directly into that stack:

Salesforce integration connects pre-sales context to delivery workflows
Meeting intelligence syncs with Jira and Confluence for bi-directional requirements tracking
Gong recordings flow into Auctor for transcript analysis and artifact generation
Teams can query past conversations and project artifacts without searching across systems

Delivery leaders have noted that Auctor acts as a safety net for information that would otherwise be lost before reaching delivery teams. Internal AI leads have also identified the opportunity to consolidate redundant AI tooling, reducing sprawl while increasing functionality.

From Fragmented Handoffs to Full Context

The gap between pre-sales and delivery is one of consulting's most persistent challenges. With Auctor, Valiantys carries full pre-sales context through to delivery. Consultants start engagements with a complete picture of client requirements, prior conversations, and stakeholder concerns, reducing ramp time and eliminating the "why are you asking me this again?" problem that erodes client trust.

From Evaluating Alternatives to Finding None

Buffham evaluated the market through the lens of thirty years in technology, including regulated-industry tools like IBM DOORS and Serena RM. Nothing fit professional services. Valiantys seriously considered building in-house, but the calculus was clear: why build from scratch when a purpose-built solution already existed?

"There really wasn't anything like Auctor on the market," Buffham said. "Auctor was built specifically for professional services and software development teams, so it's quite unique."

Driving Faster Delivery and Stronger Outcomes

With Auctor embedded across their workflow, Valiantys has seen measurable improvements:

Improved accuracy in requirements capture and solution design
Faster project delivery timelines
Consultants surfacing gaps that would otherwise go unnoticed
Hours saved across solution design and deliverable creation tasks

"The product's intuitiveness is getting better," Buffham said. "You've listened to users and customers, identified the problems, and adjusted the flow. You've continuously added new features and iterated quickly." He also noted his appreciation that Auctor uses its own product, a signal of confidence that resonates with technical buyers.

"The product's intuitiveness is getting better. You've listened to users and customers, identified the problems, and adjusted the flow. You've continuously added new features and iterated quickly."

Dan Buffham
CTIO at Valiantys

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