BR / OPERATIONS
The order should
not need a
chaperone.
We remove re-entry, chasing and manual handoffs between customers, employees and the ERP — so orders move faster, people do higher-value work, and operations run with fewer exceptions.
Why does an approved
transaction still need
three people?
RFQ
Customer submits a request
PO
Order gets re-keyed
Status
Someone checks the system
Exception
Then it gets a phone call
Three expensive workflows
Automate the repeated work around the transaction.
Start with the work your team does every day and the customer feels when it slows down.
01
RFQ → Quote
Capture PDFs, spreadsheets and inquiries; match customer/product; retrieve pricing and availability; route exceptions; prepare the quote.
02
PO → Order
Read purchase orders, validate customer, SKU, price, quantity, terms and duplicates, then create a review-ready ERP order.
03
Order → Customer
Connect order, inventory, shipment, tracking and CRM context so routine status work becomes faster and exceptions become visible.
Governed automation
Fast is useful. Controlled is durable.
AI interprets messy language and documents. Deterministic rules validate the transaction. Humans remain in authority where money, sensitive data or irreversible action justify it.
1
Permission boundaries
Read, draft, approve and execute remain separate levels of authority.
2
Validation before action
Source truth, required fields, business rules, duplicate risk and confidence checks.
3
Human exception ownership
Uncertainty routes to a named person with evidence instead of silently guessing.
Productized path
Know the next investment before the project expands.
Step 01 / Roadmap
Industrial Automation Roadmap
$1,997 $1,597.60
- Up to 3 workflows / 5 systems
- Current-state and target maps
- Controls, value assumptions and 90-day plan
- First-build brief
Step 02 / Standard build
Industrial Automation Implementation
$29,500
- Three core workflows
- One ERP environment
- Up to four primary integrations
- Testing and operating handoff
Step 03 / Ongoing
Managed Automation
$2,500/mo
- Workflow monitoring
- Failure and exception review
- Integration/model change management
- Measured improvement + cost visibility