Summit360 Solutions
01AI Solutions
Clarity first, then software that fits, then agents in production
02Six Service Lines
Finance, HR, technology, sales, marketing and admin — embedded
03ROI Calculator
Price the savings before you commit — four inputs, no email
04Use Cases
Field notes: why pilots fail, what an MOS replaces, why we certify first
Summit360 Solutions

The AI-Powered Back Office That Gives You Your Hours Back. 

Summit360 runs the back office that eats your week — finance, HR, technology, sales, marketing, and admin — with AI Academy–certified Pathfinders and custom agents we build in-house. Fully success-managed, around half the cost of hiring locally, and live in ninety days.

The S360 AI Academy
Every Pathfinder is AI Academy–certified and merited before day one. That's the standard, not the upsell.
Become a Pathfinder
Back-office finance work on a Summit360 engagement
Pathfinders embedded · client operations
The S360 thesis

You handle the ascent.  We carry the rest. 

The companies pulling ahead aren't buying more software — they're embedding AI inside the work. Sales pipelines that run themselves. Recruiting cycles collapsed from weeks to hours. Closes that don't need a controller in the room.

That's the load we shoulder. AI engineers and Pathfinders who deploy it. Elite global operations talent who runs it. One basecamp, one accountable partner — so you can keep climbing.

Explore our workExplore our workExplore our workExplore our work
0×
Faster build cycles once agents carry the repeatable work
0%+
Of back-office tasks automatable with today's tooling
0mo
The competitive window before this stops being an advantage
01 · Mature your AI

From novelty to automation.

Embedded AI Pathfinders and engineers walk your team up the maturity curve. We assess where you are, pilot what works, and ship custom agents that actually run in production.

  • AI readiness assessment
  • Embedded Pathfinder, on your team
  • Custom agents · Claude · Open Claw
  • 90-day engagement, then your call
02 · Supercharge your operations

Six service lines. Your team, leveled up.

Elite global Pathfinders run your back office — every one S360 AI Academy–certified. Add an embedded AI engineer when you're ready to climb higher and automate the repeatable work.

  • Dedicated Pathfinder team
  • AI Academy–certified, day one
  • Optional: embedded AI engineer
  • Stack on any service line
Where the leverage is

Most teams lose a day a week  to work a machine should do. 

Not a guess — it's the pattern we find in nearly every operation we audit. Manual reporting, re-entry, chasing, and reconciliation quietly consume a fifth of the week before anyone calls it a problem.

Hours reclaimed per month

A representative engagement: Pathfinders land in month one, agents start carrying load from month three.

0
hrs / mo by month six
M1M2M3M4M5M6M7640 hrs
Where the week actually goes
Manual reporting & re-entry34%
Reconciliation & chasing26%
Scheduling & coordination18%
Actual judgement work22%
0%
Automatable today

Of typical back-office tasks, with tooling that already exists. We build the two or three that pay off first.

Month 1
Pathfinder embedded
In your standups, learning your systems
Month 2
Process owned
Recurring work runs without supervision
Month 3
First agents live
The repeatable work stops needing a human
Month 6
Compounding
Capacity redeployed to work that grows revenue
The six service lines

Six lines. All AI-infused. 

Every line is staffed by AI Academy–certified Pathfinders, fully success-managed by Summit360, and can carry an embedded AI engineer on top. Start with one line, stack the rest as you grow.

01Accounting & FinanceMonth-end close, reconciliation, AP/AR cadence, payroll support, and management reporting — run by Pathfinders who own the process, not just the tasks.Accounting Specialist · AP / AR Specialist · Bookkeeper · Payroll Specialist · +4 more
02HR OperationsOnboarding, compliance operations, benefits administration, and the people-ops process ownership that stops living in a founder's inbox.HR Generalist · Recruitment Coordinator · Onboarding Specialist · Payroll & Benefits Administrator · +3 more
03Technology SupportHelpdesk, systems administration, workflow automation, and data readiness across the stack you already own.IT Helpdesk Technician · Systems Administrator · Automation Engineer · Data Analyst · +3 more
04Sales SupportPipeline hygiene, prospecting, follow-up sequencing, and objection routing — with Open Claw–powered agents behind the human work.Sales Development Representative · Appointment Setter · Inside Sales Representative · CRM Administrator · +3 more
05Digital MarketingContent operations, campaign execution, reporting, and marketing automation that runs on a real cadence.Digital Marketing Manager · Content Writer · SEO Specialist · Social Media Manager · +4 more
06AdministrationExecutive support, scheduling, documentation, vendor administration — the invisible work that quietly consumes leadership capacity.Executive Assistant · Virtual Assistant · Data Entry Specialist · Project Coordinator · +2 more
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Is this you?

Four signals it's time  to bring someone in. 

01
Your close takes longer than your month

If finance is still reconciling week three, the process is the problem — not the people running it.

02
Leadership is doing the admin

Founders reviewing invoices at 10pm is a capacity problem wearing a discipline costume.

03
Every report is rebuilt by hand

If the same numbers get assembled from scratch each week, that's the first thing an agent should carry.

04
You've piloted AI and nothing stuck

The model was never the bottleneck. Nobody owned the workflow around it.

Summit360 partner team celebrating a result
Partner team · quarterly review
Straight answers

Four questions  every owner asks us. 

No discovery call required to get these. If the answers don't fit your situation, we'd rather you know now.

How can you actually help my business?

We take the recurring work that eats your week — the close, the reporting, the chasing, the scheduling, the inbox — and we run it. A certified Pathfinder owns the process end to end, supported by agents we build in-house. Most owners get roughly a day a week back inside the first ninety days.

~50%
Cost of a local hire
~1 day
Back in your week
90 days
To a running cadence
Ask us yoursAsk us yoursAsk us yoursAsk us yours
Built at our basecamp

Every tool we hand you,  we've climbed with first. 

We don't pilot on client time. The agents that run our own sales pipeline and hiring cycle are the same ones we deploy into your operation — battle-tested at our expense first.

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Sales
AI-powered pipeline agents
24/7
pipeline coverage

Open Claw–powered agents handle prospecting, follow-up sequencing, and objection routing — with HubSpot integration.

Read the case
Recruiting
Autonomous hiring workflows
48hr
from 2 weeks

Agents screen, score, and schedule candidates — collapsing a 2-week sourcing cycle to 48 hours, no headcount added.

Read the case
Client stories

Four partnerships,  in their own words. 

No anonymized logos and no invented metrics — these are the outcomes our clients described themselves, named and attributable.

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Value Hold
Case Study
AI Infrastructure
Revamping an AI stack, strategically and efficiently.
The level of support, communication, and technical capability throughout the engagement has been outstanding.
Value HoldBen Bowman · CFO
BrightPath
Case Study
Automation · Reporting
Hours reclaimed every week through automated reporting.
Structured, fast, and highly collaborative. The solutions are saving us hours every single week.
BrightPathBrandon Spears · Executive Director
Progress Valley
Case Study
Marketing Pathfinder
A precise diagnosis, then a Pathfinder who made immediate impact.
They don't just fill roles — they elevate teams.
Progress ValleyJared Bostrom · Executive Director
Medsense Health
Case Study
Healthcare Operations
One exceptional Pathfinder, and a second onboarding next week.
Smooth, professional, and highly reliable from the beginning. A top talent who is dependable and quick to adapt.
Medsense HealthJoel Martin · COO
Built in-house

We cut our own costs first.  Then we did it for clients. 

Every tool below, we audited against the market on our own dime — kept what earned its keep, cut what didn't, and built the rest ourselves. Our PSA platform is our own HRIS and applicant tracking system, with AI-augmented screening and vetting behind every placement and a human making the final call.

That's the difference from traditional staffing: no résumé pile, no markup on a black-box process. You get the stack, the AI Academy certification, and the savings we already proved on ourselves.

Claude Chat
Reasoning & drafting
AI
Claude Cowork
Agentic workflows
AI
Claude Code
Engineering & build
AI
Claude Design
Creative production
AI
Oracle NetSuite
Accounting & close
Finance
monday.com
Project management
Delivery
HubSpot
CRM & lifecycle
GTM
Apollo
Sourcing & enrichment
GTM
S360 PSA
Our HRIS, built in-house
Internal
S360 ATS
AI-augmented screening
Internal
AI Academy
Certification, before day one
Internal
No résumé pile

Traditional staffing forwards CVs and bills the markup. We screen with AI, vet with humans, and send one or two people we'd stake the relationship on.

No tooling upsell

The stack is already paid for and already proven on our own operation. You inherit it — there's no software line item hiding in the invoice.

No hand-off cliff

Placement is the start, not the finish. A Trailblazer runs weekly reviews and Summit360 stays accountable for the outcome.

Summit360 readiness consultation
Operations as a strategic advantage

Assess. Pilot. Ship. Then your call. 

Find out where AI and elite global staff fit in your operation. 

A 30-minute readiness consultation with our AI Pathfinders. We map where you are on the maturity curve, name the two or three workflows worth automating first, and tell you honestly what isn't ready.

AI readiness assessmentWeek 1–2
Prioritized opportunity roadmapWeek 3
Pathfinders embeddedWeek 4+
Agents in productionDay 90
Culture

Leadership grounded in a  human edge. 

Meet our teamMeet our teamMeet our teamMeet our team
Lane Elmer
Lane Elmer
Founder & CEO

Leads every partner engagement personally, and holds the Summit standard when filling the seat would be easier.

Adot Diuyan
Adot Diuyan
Chief Operating Officer

Owns delivery across all six service lines and the Trailblazer program behind them.

S360 AI Academy certification seal
The S360 AI Academy

Certified and merited  before day one. 

Every Pathfinder completes the S360 AI Academy before they meet a client — function-specific fluency in the tooling they'll actually use, assessed and merited. It's the standard, not the upsell.

Function-specific
Finance, HR, tech, sales, marketing, admin
Assessed, not attended
Certification is earned against a standard
Continuous, not one-off
Training runs the length of the engagement
Become a PathfinderBecome a PathfinderBecome a PathfinderBecome a Pathfinder
Operations as a strategic advantage

Find out where AI and elite global staff fit in your operation.  We carry the rest. 

Summit360 partnership review