For manufacturers & industrial distributors
Less friction.
More forward.
Your team should not be the integration between your systems. Connect the operational work from quote to cash—with practical automation, useful AI, and clear ownership.
A process map with the handoff, the control, and the person who owns it.
- 01 / TRIGGERQuote approvedCRM / sales
- 02 / VALIDATIONCheck required dataSKU · price · customer
- 03 / OUTPUTDraft order readyERP / order desk
The friction is real
Every workaround has an owner.
Usually, your people.
The order still gets out. The hidden cost is all the chasing, checking, and re-entry it takes to make that happen.
An approved quote is retyped into the ERP. One changed field sends the team back through the record.
Look for: manual touch time + correction loops
The spreadsheet knows. Purchasing knows. The person making the customer commitment does not.
Look for: late exceptions + disconnected status
A service request waits while the team finds the document—or the colleague who remembers.
Look for: waiting time + repeated questions
The audit traces the symptoms to their source, using your process examples and the people doing the work.
02 / From friction to flow
The next step.
The right owner.
A clear path through.
Explore how a handoff could work. Your audit defines the trigger, required information, human decisions, and what happens when something goes wrong.
01Quote → order+
- TRIGGERApproved quoteCRM / sales
- VALIDATEValidate required fieldsSKU, price, customer
- PREPAREPrepare draft orderERP / order desk
- HUMAN DECISIONReview & releaseOrder desk lead
Unknown SKU or price mismatch → assigned review task. No release until resolved.
One source quote revision creates one destination order. Replays do not duplicate it.
Included in your audit: a current-state map, a target workflow, and a first-build brief your team can use.
02Inventory → purchasing+
- TRIGGERStock exceptionInventory source
- VALIDATECheck demand & stockBuyer / ERP
- PREPAREPrepare purchase actionPurchasing queue
- HUMAN DECISIONApprove commitmentPurchasing owner
Conflicting stock or supplier information → buyer review before a purchase is issued.
Every purchase action has a source exception, owner, and approval record.
Included in your audit: a current-state map, a target workflow, and a first-build brief your team can use.
03Question → reviewed answer+
- TRIGGERCustomer questionService team
- VALIDATERetrieve sourceApproved product docs
- PREPAREPrepare responseAI-assisted draft
- HUMAN DECISIONReview & sendService reviewer
Missing or conflicting evidence → escalate the question with source context.
The reviewer can open the source. Unsupported claims are removed before sending.
Included in your audit: a current-state map, a target workflow, and a first-build brief your team can use.
Manufacturers · Industrial distributors · B2B operations
The operational work between the systems.
Start with the bottleneck your team feels every day. Then connect the process, define the owner, and measure whether the work improves.
01
ERP + CRM integration
Connect customer, product, quote, and order information with clear ownership, validation, and exception handling.
02
Quoting + order flow
Reduce re-keying and handoff friction from inquiry through fulfillment. Keep human approvals where commitments are made.
03
Purchasing + inventory
Give teams useful exception queues for shortages, supplier follow-up, purchasing approvals, and stock discrepancies.
04
AI-assisted knowledge
Make product information, SOPs, and internal documents easier to use—with access controls and review paths.
05
Operational visibility
Turn scattered spreadsheets into consistent definitions, practical reporting, and a manageable improvement backlog.
06
Implementation + adoption
Build the workflow, test the edge cases, document it, and help the people who will operate it.
A useful plan. Yours to keep.
AI Operations Audit
Know what to fix first, how to build it, and how to tell whether it worked.
One-time audit investment
$2,500 $1,997
Use code OPS1997. Save $503.
- Discovery + findings walkthrough
- Up to 3 priority workflows / 5 core systems
- 8 concrete outputs, including working templates
- One detailed first-build brief + pilot checklist
We confirm your business unit, coverage, access, and delivery timing before payment. This form sends an audit request; it does not charge your card.
Exactly what you receive
Open the plan.
See the work.
Own the next move.
Your investment buys a tailored decision and execution package. Every output helps someone make a decision, build the first improvement, or run the process afterward.
Decision brief
Your first move, the reasoning behind it, and what should wait.
A clear leadership decision
Current-state map
Systems, handoffs, owners, delays, and evidence gaps across the agreed scope.
A shared view of how work happens
Target workflow
Triggers, required data, actions, approvals, and the exception path.
A process the team can understand
Priority backlog
Ranked opportunities with impact, effort, confidence, and dependencies.
An editable working list
Value worksheet
Baseline assumptions, potential time released, costs, and sensitivity.
A model you can challenge and update
90-day roadmap
Sequenced milestones, accountable owners, and completion checks.
An editable execution plan
First-build brief + DIY guide
Field mapping, pilot tests, operating instructions, and the fallback plan.
A practical starting point for the builder
Working handoff
A findings walkthrough and templates your team can adapt as priorities change.
The context to put the plan to work
Look inside before you commit
A real sample.
All eight pages.
Inspect the workflow, priorities, value worksheet, 90-day roadmap, and acceptance tests. No email required.
This is an illustrative example. Your paid audit is tailored after discovery and review of your business.
Sample content, not a client result. See the PDF for the assumptions and detailed instructions.
A focused scope. A useful depth.
The standard starting package covers one business unit, up to three priority workflows, and five core systems. It includes discovery, a findings walkthrough, and a detailed build brief for the first priority. We confirm access, coverage, and timing before payment.
Your choice of execution.
Use the DIY guide and working templates with your own team, choose guided support, or discuss a dedicated specialist at $6,000–$8,500 per month, with no term contract. Software and implementation labor are scoped separately.
How we turn evidence into decisions.
Map
Understand the people, systems, handoffs, and evidence.
Prioritize
Rank opportunities by value, effort, dependencies, and risk.
Execute
Use the DIY roadmap, your internal team, or our implementation support.
Improve
Measure the results, document ownership, and keep what works.
We can do it for you
Your AI transformation specialist. An execution plan that moves.
Have a dedicated specialist working with your team to implement the priorities: integrations, workflow builds, documentation, adoption, and ongoing improvement.
Discuss full-time execution support from $6,000–$8,500 per month, with no term contract. Responsibilities, availability, and monthly scope are agreed before work begins.
Keep the choice yours
DIY. Guided. Done for you.
The audit gives you a plan you can keep. Choose the execution approach that fits your team and budget.
Submitting an inquiry does not start a subscription or authorize a recurring charge.
Questions before you start
Clear expectations.
Will you replace our ERP?
Not by default. We start with your current systems and identify whether process changes, integrations, or targeted replacement would solve the problem. Major platform changes require a separate decision.
Does everything need AI?
No. Rules-based automation is often the dependable choice for predictable work. AI is considered where language, documents, or ambiguity make it useful, with review controls appropriate to the risk.
Can you work with industrial distributors?
Yes. The focus includes manufacturers and industrial distributors with quoting, order entry, product data, inventory, purchasing, and customer-service handoffs.
What does the audit include?
Eight outputs: a decision brief, current-state map, target workflow, priority backlog, value worksheet, 90-day roadmap, first-build brief with a DIY guide, and a working handoff. The standard starting scope covers one business unit, up to three priority workflows, and five core systems. Coverage and delivery timing are confirmed before payment.
Can I see the deliverable before buying?
Yes. Open the eight-page sample audit PDF. It uses an illustrative business and stated assumptions. Your audit is tailored to your business after discovery.
Your next step
Let’s find your
way forward.
Start with the process your team feels every day. We will confirm the scope of your Operations Audit and the next step.
Audit offer: $1,997 with OPS1997. Standard price $2,500. No payment is collected by this request form.
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