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An AI layer on top of your ERP

Your ERP
records what happened.
We make it decide.

We design the intelligence layer that sits on the ERP and CRM you already own — reading your data continuously, forecasting what lands next, and arriving with a recommended action, its confidence, and the name of the person who approves it.

SAPOracle NetSuiteDynamics 365InforEpicorOdooZohoERPNextSalesforceHubSpotPower BIPOS + RIS
The uncomfortable arithmetic

Manufacturing has the worst ERP track record of any industry.
And you still pay per seat, every month, for reports about last week.

None of these numbers are ours. They are the published industry record, and they are the reason we do not sell you another platform — we build the layer that makes the one you have decide.

The era you are actually operating in

Reporting tells you the score.
You are being asked to change it.

Nobody at your Monday meeting needs another view of a closed month. They need to know what next month looks like, how confident that is, which lever moves it, and what it is worth to pull. A report is a rear-view mirror with a very good polish. A model is a windscreen.

What a report can do

Describe the past. Wait for a human.

  • Someone requests a report
  • An analyst builds it over two days
  • It describes a period already closed
  • Every new question restarts the cycle
  • Insight lives in one person's head
  • Decisions wait for the meeting

What a decision layer does

Predict the next move. Recommend the action.

  • The system watches continuously
  • Forecast, confidence and variance are always current
  • It describes what is about to happen
  • New questions are asked in plain language
  • Insight is in the model, available to every role
  • The decision arrives with its recommended action
Why us

Twelve moves
your ERP will never make.

Every vendor on your shortlist can show you what happened. These are the twelve moves the layer makes on its own, before anyone asks — each with the manual work it removes and a figure behind it. Not because the ERP is bad at its job, but because every one of these needs data the ERP does not hold and a decision it was never asked to make. That list is the whole argument.

  1. 01

    Predict demand

    Forecasts the next nine weeks per product family and territory, with the model’s own uncertainty attached.

    ReplacesA forecast so aggregated it hides which lines are actually moving.

    Bias improved to +2.1% — fourth consecutive week inside band. A single-line forecast hides the thing you most need to know.

    Demand agent · Analyst and Operations

  2. 02

    Recommend price

    Prices each line on each quote from your live cost model — material, freight, tooling, currency — with that customer’s contracted terms and volume breaks already applied.

    ReplacesQuoting from last quarter’s cost sheet and finding out at month end.

    Anything below your margin floor cannot be sent at all — it routes for a second approval.

    Pricing intelligence · Finance and Sales

  3. 03

    Rebalance stock

    Watches days of cover per item per location against its own reorder point and proposes the replenishment before the shelf empties.

    ReplacesNoticing a stock-out from a customer’s phone call.

    Dallas DC at 5 days against a 7-day reorder point — 3,400 units clears it and protects the San Antonio push.

    Inventory agent · Supply and Logistics

  4. 04

    Sequence production

    Re-plans the week against your real constraint set — changeover matrices, certified operators, curing times, inbound ASNs.

    ReplacesA planner rebuilding the schedule by hand every time a coil slips.

    One changeover of 1.5 hours to save 14 hours of idle: 12.5 net hours, two customer commitments protected.

    Production agent · Operations

  5. 05

    Prioritise collections

    Ranks overdue accounts by what is actually recoverable and drafts the approach for each one.

    ReplacesA dunning letter to a distributor whose warehouse is full.

    $216K overdue, 71% of it in three accounts — all three at the bottom of sell-through. It is an inventory problem wearing a cash problem’s clothes.

    Finance agent · Finance

  6. 06

    Consolidate loads

    Finds the runs that belong together across customers and rebuilds them inside every delivery window.

    ReplacesPlanning fourteen orders as fourteen loads because they belong to fourteen accounts, not because they would not travel together.

    14 loads at 62% fill became 9 multi-stop runs at 89% — $8,400 in a week, 2,100 fewer miles, 1.9t less CO₂.

    Route agent · Logistics

  7. 07

    Flag supply risk

    Translates a supplier slip into which customer commitments are exposed, in currency, days before it lands.

    ReplacesFinding out a shortage mattered on the morning it mattered.

    Two exceptions, one cause: a cover shortfall and an expansion plan competing for the same 3,400 units, held by different owners.

    Compliance and Demand agents · CXO

  8. 08

    Draft the document

    Builds the quote, the proposal, the RFP response and the contract summary from your own live data and governed content.

    ReplacesA week of an expensive person’s time spent on retrieval and formatting.

    Industry benchmarks: 45% average RFP win rate, 10–20% improvement reported by AI-assisted teams, 30–40% faster turnaround.

    Sales and Executive agents · Commercial

  9. 09

    Route the order profitably

    Chooses which plant, DC or 3PL fills each line on the order — weighing freight, capacity, inventory risk, promise date and the margin on that specific line, not just the nearest warehouse.

    ReplacesOne sourcing rule applied to every line on the order, written three years ago.

    Order management platforms optimise fulfilment across speed, shipping cost, labour, inventory risk and margin simultaneously. Your ERP allocates against a static rule and calls it sourcing.

    Route and Inventory agents · Logistics and Sales

  10. 10

    Promise a date you can keep

    Answers “when can we have it?” line by line against real capacity — machine hours, tooling, certified labour, inbound materials — instead of against a stock figure.

    ReplacesAvailable-to-promise arithmetic that ignores whether you can actually make it.

    ATP checks stock; capable-to-promise checks operating hours, machine availability, labour, tooling and materials. Even when the answer is no, you get a defensible alternative date — and buyers respect a data-backed commitment more than an optimistic one.

    Production and Demand agents · Operations and Sales

  11. 11

    Stop the margin leaking after the quote

    Watches every line from quote to cash — configured price, contracted terms, rebate accrual, freight recovery, deductions and the final invoice — and flags where they stop agreeing.

    ReplacesFinding a pricing error at month end, in the variance.

    Published benchmarks put quote-to-invoice mismatch at 5–15% and revenue leakage from disconnected quote-to-cash at 1–5% of EBITDA, with 30–40% of sales-ops capacity spent reconciling it. Automated quoting cuts cycle times 30–50% and pricing errors by over 90%.

    Finance and Sales agents · Commercial

  12. 12

    Find the stock that is not there

    Spots phantom inventory — system stock with no sales — by comparing each store against its own comparable neighbours rather than against an average.

    ReplacesA chain-wide stock count to find nine stores.

    Six consecutive days of zero sales against positive system stock, in stores whose neighbours kept selling. Nine stores explain most of the availability gap; counting all of them costs four days of labour.

    Inventory agent · Retail and Distribution

Twelve moves. One model. Every one of them ends at a person with a button.

Nothing on this list executes on its own. The agent drafts, ranks and explains; a named human approves, and the whole thing is logged, explainable and reversible. That is not a limitation we apologise for — it is the reason these systems survive their second year.

  • 12Moves made without being asked
  • 12Specialist agents behind them
  • 0That execute without a human
  • 100%Logged, explainable, reversible
What the layer decides

Nine domains.
Fifty-four decisions it makes for you.

Every line below is a decision the system reaches on its own and hands to a person with the reasoning attached, at whatever grain the decision needs — a plant, a territory, an account, a line item. Against each domain is the outcome range published for that class of work: third-party research, named, so you can check it rather than take it from us.

  1. 01

    Executive Intelligence

    The business, one quarter ahead

    • Predict revenue and margin
    • Forecast demand and capacity
    • Identify growth opportunities
    • Detect business risks
    • Simulate business scenarios
    • Recommend strategic investments
    Outcome range

    Published supply-chain research puts AI-driven forecasting at 20–50% lower forecast error, with lost sales cut by up to 65% and administration cost down 25–40%.

    McKinsey-derived supply-chain benchmarks
  2. 02

    Sales & Customer Intelligence

    Every account with a next action attached

    • Prioritise accounts
    • Recommend the next best offer
    • Predict churn and renewals
    • Identify cross-sell opportunities
    • Optimise pricing and promotions
    • Generate proposals automatically
    Outcome range

    Automated quoting cuts quote cycle times 30–50% and pricing errors by over 90%. On bids the average win rate is 45%, and AI-assisted teams report 10–20% improvement with 30–40% faster turnaround.

    CPQ and RFP benchmarks, 2026
  3. 03

    Market & Commercial Intelligence

    The data your ERP has never seen

    • Analyse market share
    • Benchmark competitors
    • Identify whitespace opportunities
    • Measure promotion ROI
    • Predict market trends
    • Recommend growth strategies
    Outcome range

    This is the gap almost no ERP fills: syndicated market data — NielsenIQ, Circana, SPINS, retailer portals — lives outside every system of record. Meanwhile around 60% of CPG trade promotions return less than they cost, 72% in the United States, and you cannot see which without that data alongside your own.

    Trade promotion effectiveness research, 2026
  4. 04

    Operations Intelligence

    Make what earns, keep the line running

    • Optimise production schedules
    • Sequence manufacturing
    • Allocate workforce
    • Predict equipment failures
    • Resolve bottlenecks
    • Improve plant utilisation
    Outcome range

    Sites that land predictive maintenance properly see 30–60% less unplanned downtime on targeted equipment and 25–40% lower maintenance cost, with payback typically at 12–24 months.

    Predictive maintenance benchmarks, 2026
  5. 05

    Inventory & Supply Intelligence

    Right stock, right place, before the shelf empties

    • Predict stock-outs
    • Rebalance inventory
    • Optimise replenishment
    • Recommend transfers
    • Detect supply risks
    • Improve inventory turns
    Outcome range

    Out-of-stocks cost retail roughly 8% of sales and nearer 10% during promotions. AI forecasting is documented to cut inventory 20–50% and safety stock 20–30% without raising that risk, with warehousing cost down 5–10%.

    On-shelf availability and forecasting research
  6. 06

    Supply Chain & Logistics Intelligence

    See the disruption while it is still a rumour

    • Predict disruptions
    • Optimise logistics
    • Recommend alternate suppliers
    • Consolidate shipments
    • Reduce transportation cost
    • Improve service levels
    Outcome range

    From this page’s own worked example: 14 loads at 62% trailer fill rebuilt into 9 multi-stop runs at 89% — $8,400 in one week, 2,100 fewer miles, every delivery window still met.

    Worked example, Smart Route agent
  7. 07

    Finance Intelligence

    Cash you can see coming

    • Forecast cash flow
    • Prioritise collections
    • Detect anomalies
    • Optimise working capital
    • Recommend payment timing
    • Improve profitability
    Outcome range

    AI-driven collections are reported to cut DSO by 8–25 days and automate 60–80% of routine receivable touches inside 90 days; top performers run over 90% touchless. Quote-to-invoice mismatch runs 5–15%, and leakage from disconnected quote-to-cash at 1–5% of EBITDA.

    AR and quote-to-cash benchmarks, 2026
  8. 08

    Procurement & Risk Intelligence

    Buy better, and know what you signed

    • Recommend purchases
    • Compare suppliers
    • Predict price changes
    • Detect contract risks
    • Flag compliance issues
    • Optimise sourcing
    Outcome range

    Early adopters report 15–30% cost savings and 40–60% less manual processing time; leading teams sustain 8–12% annual savings against total spend. On the risk side, AI vision inspection reaches 95–99% detection accuracy with around 37% fewer defects.

    Procurement AI and quality benchmarks, 2026
  9. 09

    Enterprise AI Productivity

    The week your best people lose to documents

    • Draft proposals
    • Generate reports
    • Summarise meetings
    • Answer enterprise questions
    • Automate workflows
    • Trigger enterprise actions
    Outcome range

    Teams with a governed content library reuse about 66% of proposal content and report 25-hour responses falling under 5. Sixty-eight per cent of proposal teams now use AI somewhere in the process.

    RFP and proposal research, 2026

What these numbers are, and what they are not

Every range above is published third-party research for that class of work. None of it is a forecast for your plant, and we will not quote you one before seeing your data — a vendor who does is guessing with your money. What these figures establish is that the problem is worth solving and roughly what solving it has been worth to others. The first two weeks of any engagement are a data reality check that measures your actual baseline; from then on the only number that matters is your delta against it.

Choose your function

Eight audiences. Eight different jobs. One data model underneath.

This page is long on purpose — a CEO and a single-store owner need almost nothing in common. Jump to yours.

Manufacturing / CXO Manufacturer leadership — business strategy

You do not need more reporting. You need fewer, better decisions.

A CEO who opens a dashboard of two hundred KPIs learns nothing. Five material exceptions, each with its cause, its exposure, its owner and a recommended action, is a different instrument entirely.

Use cases we build first

Portfolio rationalisationWhich categories, channels and customers actually earn their capital once cost to serve is included — the analysis that usually takes a consultant six weeks.
Capacity investment caseModel a new line or plant against the real constraint set and honest demand, before the capital request goes to the board.
Board-grade forecastA number with stated bias and confidence, reconciled between commercial, plant and finance, that survives being questioned.

Exception-first executive view

What materially changed since you last looked, ranked by financial exposure rather than by position on a page. Everything else stays one click away and out of your morning.

Cause chains, not numbers

Every figure links down to the operating event that moved it — a changeover, an expedite, a scheme, a supplier slip. Board questions get answered in the meeting.

Scenario and what-if

Model a price change, a capacity addition, a channel shift or a lost distributor against the real constraint set, before it becomes a committed decision.

One version of the truth

When commercial, plant and finance quote three different numbers, the argument is about data lineage. We make that argument resolvable in minutes rather than weeks.

Strategic portfolio view

Which categories, channels, territories and customers actually earn their capital — with the cost to serve included, not averaged away.

Decision record

What was recommended, who approved it, what was expected, and what it delivered. Institutional memory that survives people leaving.

What the CXO dashboard opens on

Five exceptionsRanked by exposure, each with a named owner.
Commitment riskRevenue at risk this week and what protects it.
Cause chainEvery number traceable to its operating event.
Decisions in flightApproved, executing, and their measured effect.

What the system escalated to the CEO this week

  • Revenue at risk $216K Three committed orders exposed by Supplier 03. Plant manager owns it; recovery plan approved 09:14.
  • Margin variance −2.4 pts Traced to expedite freight in the Southeast, not pricing. Cause identified in 40 minutes, not at month-end.
  • Forecast bias +2.1% Down from +6.1% last quarter. Two territories still running optimistic; both flagged to their sales lead.
  • Decision latency 4.2 hrs Median signal-to-approval, improved from 3 days. This is the number that says the organisation actually changed.
Executive metrics we model against operating cause
MetricDefinitionThe question it actually answersCadence
Revenue at riskCommitted orders threatened by supply, credit or capacity.What could go wrong before month-end, in currency.Daily
Contribution by unitMargin after cost to serve, by channel, territory and category.Which parts of the business fund the rest.Weekly
Decision latencyHours from signal detected to action approved.How fast the organisation actually moves, measured.Weekly
Forecast reliabilitySigned bias and error, by unit, over time.Whether the numbers you plan on can be trusted.Monthly
Capital efficiencyReturn on inventory and capacity employed.Whether growth is being bought or earned.Monthly
Concentration riskRevenue and margin share in the top customers and SKUs.How exposed you are to losing one relationship.Monthly
  • 5exceptions instead of 200 KPIs
  • Traceableevery number to its cause
  • Recordedevery decision and its outcome
Analysis executive The analysis executive

Stop rebuilding the same spreadsheet every Monday.

The analyst is the most misused role in a manufacturer. Hired to find insight, spent on assembling reports other people could have self-served. We move them from report-builder to decision partner — which is also the fastest way to prove the platform paid for itself.

Use cases we build first

Ad-hoc queue eliminationEvery recurring request converted into a governed, self-served asset. The queue shrinks instead of growing with headcount.
Semantic model buildOne definition of margin, active outlet, on-time and active SKU — all resolving to SKU-location-day, so dashboards and AI answers stop disagreeing.
Anomaly triageThe system finds it, the analyst explains it. Skilled time moves from assembly to diagnosis.

Own the semantic model

The analyst curates definitions — what "active outlet", "on-time" and "margin" mean — once, centrally. Every dashboard and every AI answer then agrees, because they resolve to the same model.

Design the thresholds

They set what counts as an exception, at what level, for whom, with what escalation. This is judgement work that cannot be automated and should not be guessed by a vendor.

Investigate, do not assemble

The system surfaces the anomaly. The analyst explains why it happened and what to do — which is the part that actually needs a human brain.

Data quality stewardship

Profiling results, contract breaches, reconciliation failures and freshness slips land on a queue they own, with lineage to trace any disagreement to its source.

Enable self-service properly

Certified datasets, documented measures and a natural-language layer that refuses to answer what the data cannot support. Self-service without governance is just faster disagreement.

Kill the ad-hoc queue

Every recurring request becomes a governed asset. The measure of success is that the queue shrinks and nobody notices the analyst is no longer in it.

What the analyst works from

Anomalies to explainDetected, not requested. Ranked by exposure.
Model healthFreshness, reconciliation and contract breaches.
Request queueShrinking, with each item traced to a missing asset.
UsageWhich dashboards earn their keep, which are dead.

The analyst queue, this morning

  • Anomalies detected 7 Surfaced by threshold, not requested. Four explained by 11:00, three escalated with evidence.
  • Ad-hoc requests 2 Down from 31 a week before launch. Both were genuinely new questions, which is the right residual.
  • Reconciliation breaks 1 Distributor 12 feed diverged from ERP by 340 units. Caught by contract validation before it reached a dashboard.
  • Model freshness 99.4% Datasets inside their stated latency SLA. The one breach announced itself rather than quietly serving stale numbers.
How the analyst role changes
TodayWhy it is expensiveAfterCadence
Builds the same weekly deckSkilled time on assembly, not thinking.Deck generates itself; analyst writes the commentary.Weekly
Fields ad-hoc requestsQueue grows with headcount, forever.Governed self-service; queue becomes exceptions only.Daily
Reconciles conflicting numbersDays lost to whose spreadsheet is right.One semantic model; lineage settles it in minutes.Daily
Finds problems by lookingDepends on who happened to check.Thresholds surface them; analyst diagnoses.Live
Owns knowledge personallyIt leaves when they leave.Definitions and logic live in the model.
Cannot prove valueReporting is a cost centre by default.Decision latency and forecast accuracy are measurable.Monthly
  • Near zeroanalyst dependency for routine questions
  • Onedefinition of every measure
  • Diagnosisnot assembly, as the job
Operations Operations, planning and the plant floor

Planning is a series of trade-offs. Most systems hide them.

Service, cost, margin and changeover pull against each other. A recommendation that does not show what it sacrificed is not a recommendation — it is an instruction you cannot argue with.

Use cases we build first

Demand forecastingStatistical baseline plus promotion, seasonality, weather and channel signal, at the SKU-location grain that planning actually runs on — with bias measured per family so persistent optimism gets corrected rather than absorbed.
Quarterly and annual production planningRough-cut capacity for the year, firm sequence for the quarter, and a rolling re-plan when reality moves — all against the real constraint, not nameplate.
Workforce and shift optimisationLabour matched to the plan by skill and certification, overtime forecast before it is incurred, and the throughput cost of a training gap made visible.
Predictive maintenanceFailure probability from vibration, cycle count and repair history, weighed against the cost of downtime on that line at that moment.

Suggestive planning

The proposed sequence with its trade-offs visible: what it protects, what it delays, what it costs, and the two alternatives it was chosen over.

Constraint modelling

Your real bottleneck — a specific furnace, a curing time, one certified operator — modelled explicitly instead of assumed away by textbook MRP.

Supply risk to order risk

A supplier slip translated into which customer commitments are exposed, in currency, days before it lands.

Capacity and utilisation

Available-to-promise that reflects reality: planned downtime, changeover, labour availability and quality yield, not nameplate capacity.

Allocation under scarcity

When supply is short, your rule decides who gets it — margin, contract, relationship, strategic priority — applied consistently rather than by whoever calls loudest.

Asset and maintenance intelligence

Condition monitoring, vibration and micro-stop patterns turned into a maintenance recommendation with a date on it — plus the spares to have on hand, the technician certified to do it, and the production slot it should occupy. Reactive maintenance is the most expensive kind because you pay for it twice: once in the repair and once in the schedule it destroyed.

S&OP that reconciles

Commercial forecast, production plan and financial plan tied to one another, with the variance between them named rather than averaged away.

OEE that decomposes

Availability, performance and quality separated — because a 62% OEE caused by micro-stops needs a completely different intervention from one caused by scrap.

Predictive maintenance

Failure probability from vibration, temperature, cycle count and repair history, with cost-of-inaction weighed against cost-of-downtime.

Quality and traceability

SPC on the characteristics that matter, defect Pareto by line, shift and operator, and lot genealogy in both directions for recall.

What the operations dashboard opens on

Exceptions, rankedOrdered by financial exposure, not by chart position.
This week's constraintWhat is actually limiting throughput right now.
Commitments at riskWhich promises break if nothing changes, and when.
Recommended sequenceWith its trade-offs and the alternatives shown.

What the plant was told before the shift started

  • Constraint this week Line 2 changeover Not capacity. 14 changeovers costing 9.2 hours — batching two SKUs recovers most of it.
  • Schedule adherence 87% From 71%. The remaining gap is one product family with unstable material supply.
  • Available-to-promise 1,840 u After downtime, changeover and yield. Sales sees this number, not nameplate.
  • Micro-stops 212 Under five minutes each, invisible individually. Collectively 6.4 hours — the largest single loss on the floor.
Operations and plant-floor metrics we model
MetricDefinitionWhy it earns its placeCadence
Schedule adherenceOrders produced to plan ÷ orders planned.Low adherence makes every downstream promise fiction, however good the plan was.Daily
OTIFDelivered on time and in full ÷ total orders.The customer's definition of whether you are good at your job.Daily
Changeover costLost minutes × contribution rate per switch.Turns "we should batch more" from an opinion into a number.Daily
Available-to-promiseSellable capacity after downtime, changeover and yield.What sales can safely commit — the honest version, not nameplate.Hourly
Expedite spendPremium freight and overtime caused by replanning.The hidden cost of poor forward visibility, made visible.Weekly
Plan stabilityHow many times an order moved before it ran.Churn in the plan is a leading indicator of chaos downstream.Weekly
OEEAvailability × performance × quality.Only useful decomposed — the headline number hides which of the three is hurting.Hourly
Micro-stop frequencyStops under five minutes, by cause.Individually invisible, collectively the largest hidden capacity loss in most plants.Live
First-pass yieldUnits right first time ÷ units started.Rework is capacity you already paid for and are now spending twice.Hourly
  • 3 daysearlier visibility of supply risk
  • ↓ 40%operator errors on high-stakes tasks
  • 1 rulefor allocation, applied consistently
Finance & CXO Finance and the executive team

Every number should name the thing that moved it.

A margin decline is not a finance event. It is a changeover decision, an expedite, a discount, a route, a scheme — made weeks earlier by someone who never saw the financial consequence.

Use cases we build first

Margin leakage analysisVariance decomposed to the changeover, expedite, discount or mix shift that caused it — not a bucket labelled "other".
Collections prioritisationAccounts ranked by amount, recovery probability and relationship risk, so effort goes where it converts.
Working capital releaseInventory and receivable ageing tied to the operating decisions that created them, with the cash effect of each planning choice shown before approval.

Margin decomposition

By product, customer, channel, route, plant and shift — down to the changeover that caused it. Variance with a name attached, not a bucket.

Cash and working capital

Inventory ageing, receivable ageing, payable timing and the cash impact of every planning decision before it is approved.

Collections priority

Accounts ranked by amount, probability of recovery and relationship risk, so effort goes where it converts rather than where it is loudest.

Rolling outlook

A forecast that reflects approved operating actions rather than last quarter's assumptions, updated when reality changes rather than when the calendar does.

Threshold governance

Variance fires when it crosses your rule, routed by role and seniority, with escalation if unacknowledged. Nobody has to open a report to find out.

Concessions and incentives

Duty drawback, export incentives, local-content and government concession claims assembled from production data as evidence packs, not reconstructed from memory.

What the executive dashboard opens on

Five exceptionsNot five hundred KPIs. Ranked by exposure.
Cause chainEvery number links down to the operating event behind it.
Commitment riskWhat is threatened this week, and what protects it.
Decision recordWhat was approved, by whom, and what it delivered.

Margin, decomposed to its operating cause

  • Expedite freight −$41K Caused by 9 late production orders in the Southeast, themselves caused by one supplier slip.
  • Changeover cost −$28K Small-batch runs on Line 2. The fix is a scheduling decision, not a finance one.
  • Cash conversion 61 days From 74. Faster claim settlement released $310K of working capital in one quarter.
  • Collections at risk $186K Ranked by amount, recovery probability and relationship risk — not by who shouted.
Financial metrics we model against operating cause
MetricDefinitionThe operating cause we tie it toCadence
Gross margin varianceActual versus standard, decomposed.Changeover, expedite freight, scrap, discount, mix shift.Daily
Cash conversion cycleInventory days + receivable days − payable days.Batch sizing, allocation policy, claim settlement speed.Weekly
Cost to serveFully-loaded cost per outlet or per order.Route design, drop size, visit frequency, order fragmentation.Monthly
Inventory ageingStock value by age bucket and location.Forecast error, sell-in targets, planogram non-compliance.Weekly
Trade spend ROIIncremental margin ÷ scheme cost.Scheme design, timing against stock, outlet selection.Monthly
Forecast biasSigned error over time, not absolute error.Persistent optimism in a territory or a product family.Monthly
  • 5exceptions instead of 200 KPIs
  • Every numbertraceable to its operating cause
  • On demandconcession and incentive evidence packs
Logistics Logistics, fleet and driver management

The truck is where your margin quietly disappears.

Onboarding, compliance, maintenance and utilisation for vehicles, drivers and loads — modelled together, because a driver out of hours and a trailer out of service are the same problem wearing different clothes.

Use cases we build first

Route and schedule optimisationStops sequenced against capacity, customer windows, traffic and drive time — rebuilt when the day changes rather than printed the night before.
Compliance automationHours, DVIRs, certificates and inspections as dated records with owners and lead-time alerts, so audits stop being fire drills.
Cost per dropTrue delivery cost by route, customer and asset, which is the number that tells you which accounts are unprofitable to serve.

Vehicle onboarding

Asset register with VIN, plate, class, capacity, axle configuration, telematics device, insurance, registration, annual inspection date and depreciation schedule. Onboarded once, referenced everywhere.

Driver onboarding

The qualification file as a workflow, not a folder: licence class and endorsements, medical certificate expiry, MVR pull, testing history, training records and prior employment checks.

Load management

Weight and volume limits, axle loading, stacking rules, temperature, hazmat segregation, multi-drop sequencing, and the customer window that actually governs the plan.

Compliance

Hours-of-service exposure, electronic DVIRs, IFTA mileage by jurisdiction, inspection outcomes and how each feeds your safety score — surfaced before the audit, not during it.

Maintenance

Preventive schedules by mileage, hours and calendar; defect trends by component; parts availability; and the cost of deferring service weighed against an out-of-service event.

Efficiency

Cost per mile and per drop, empty-mile percentage, dwell at each stop, fuel burn against benchmark, on-time delivery, and utilisation by asset and driver.

What the fleet dashboard opens on

Compliance expiringCertificates, medicals and inspections inside their lead time.
Hours exposureDrivers approaching a limit, before it becomes a violation.
Assets at riskOverdue service ranked by the cost of failing on route.
Cost per dropTrending by route, with the outliers named.

Fleet exposure, before it becomes a violation

  • Hours approaching limit 3 drivers Flagged 6 hours ahead. Loads reassigned automatically, no service impact.
  • Certificates expiring 5 in 30 days Two medicals, two inspections, one insurance. Each with an owner and a booked date.
  • Cost per drop $41.20 From $52.80. Route rebuild cut empty miles from 23% to 14%.
  • On-time in full 94.2% From 78%. The gain came from realistic promising, not from driving faster.
Fleet compliance as dated, owned records
RequirementWhat it actually demandsSource
Hours of serviceELD-captured duty status. Violations can reach $19,277 per infraction for carriers, and HOS violations rose from 410,000 in 2023 to over 500,000 in 2025.source ↗
ELD recordsDuty status, engine diagnostics and DVIR entries retained a minimum of six months under 49 CFR 395.8(k)(1).source ↗
Electronic DVIRExplicitly authorised by FMCSA rule effective 23 March 2026. Must carry required signatures, route to recipients, and be retained three months.source ↗
Safety scoringCSA overhauled: BASICs renamed to Compliance Categories, severity simplified to 1 or 2, 2,000+ codes consolidated to roughly 100 groups, Vehicle Maintenance split in two.source ↗
IFTA fuel taxELDs already capture GPS and state mileage, so returns can be auto-populated instead of reconstructed from receipts.source ↗
Audit readinessAuditors examine qualification files, HOS with six months of ELD data, DVIRs for three months, testing records, maintenance and annual inspections, authority and insurance.source ↗

US federal figures; equivalents exist in every jurisdiction we work in. We build the system that keeps the records straight — we are not your compliance counsel.

  • 6 monthsof ELD records, audit-ready on demand
  • Before expirycertificate alerts sized to real lead time
  • Per dropcost visibility, not per month
Sales CXO + rep Sales leadership and field execution

Selling time is the only input you cannot manufacture.

A rep who spends the morning deciding where to go, then promises a date the plant cannot hit, has had a bad day before 10am. Both problems are data problems.

Use cases we build first

AI sales schedulerThe week built from revenue potential, urgency, credit status, stock and real drive time — recovering the selling hours currently spent deciding where to go.
Territory design and rebalancingTerritories balanced on potential and drive time rather than history, with the revenue effect modelled before you redraw.
Order feasibility at quoteProduction and stock checked before the promise, so the date the rep gives is a date the plant can keep.

AI sales scheduler

The week is built from revenue potential, urgency, credit status, stock availability and real drive time — not from a beat plan written two years ago and never revisited.

Order feasibility at quote

Before the promise, not after. The rep sees whether production and stock can actually hit the date, so the commitment made in the room is one the factory can keep.

Next-best-offer

Grounded in margin, current stock position and this outlet's own buying history. Not the product with the biggest incentive attached this quarter.

Credit and exposure

Outstanding balance, ageing and limit visible at the point of order. Nobody discovers a credit block after the truck is loaded.

Forecast vs live achievement

Yearly, quarterly, monthly, weekly and daily targets against live actuals, at rep, territory and product grain — with the gap explained, not just displayed.

Coaching signal — sales CXO

Which reps convert, which lose at which stage, which need range training rather than pressure. Managed on evidence instead of instinct.

Territory design — sales CXO

Balance territories by potential and drive time rather than history, model the revenue effect before you redraw, and keep the trend line intact through the change.

Quota and forecast integrity — sales CXO

Quota set from territory potential rather than last year plus ten percent, and a forecast whose bias is measured by person so optimism becomes coachable.

What the sales dashboard opens on

Today, rankedFive accounts in visit order with the reason each one earned its place.
At-risk revenueCommitments this week that fulfilment or credit is threatening.
Gap to targetDistance to daily, weekly and monthly numbers, with what would close it.
Range gapsWhich SKUs this outlet should stock and does not.

What changed in the field this week

  • Selling time +2.4 hrs/day Recovered per rep. Route and prep automation, not longer hours.
  • Promise accuracy 96% Delivered on the date promised. Was 71% before feasibility checks moved to quote time.
  • Lines per order 4.8 From 3.1. Next-best-offer grounded in stock and margin, not in whatever carried an incentive.
  • Accounts at risk 11 Order pattern breaking against their own history. Flagged before the rep would have noticed.
Sales metrics we model
MetricDefinitionWhy it earns its placeCadence
Selling time ratioHours in front of a customer ÷ total working hours.The single most improvable input in field sales, and almost nobody measures it.Daily
Strike rateOrders placed ÷ outlets visited.Separates a coverage problem from a conversion problem — different fixes entirely.Daily
Lines per orderDistinct SKUs per order.Range penetration. Rising volume on falling lines means concentration risk.Daily
Promise accuracyDelivered-on-date ÷ dates promised.The number that decides whether a customer believes your rep next quarter.Daily
Drop size trendAverage order value, same outlet, versus its own history.Catches a quietly declining account before it churns.Weekly
Cost of coverageFully-loaded cost to serve ÷ margin generated, per outlet.Some accounts cost more to visit than they return. Worth knowing which.Monthly

A day, in sequence

  1. The day is already plannedFive accounts ranked by potential and urgency, sequenced against real drive time.
  2. Conversation preparedHistory, open issues, credit position and recommended range assembled before the door opens.
  3. A date gets checked, not guessedFeasibility runs against production and stock. The rep promises Thursday because Thursday is real.
  4. A signal reroutes the afternoonA nearby outlet's reorder pattern breaks. It is added to today rather than noticed next month.
  5. The loop closes itselfNotes, order, follow-up and forecast update written back without a evening of admin.
  • +2.4hselling time recovered per rep per day
  • ↓ 60%fields to complete an order
  • 1 tapto reorder from history
Distributors The distributor network

Sell-in is your revenue. Sell-through is your business.

A distributor who takes stock is not the same as a distributor who moves it. Plan production against sell-in and you will build exactly the wrong things, confidently, for years.

Use cases we build first

Sell-through visibilitySecondary sales by SKU and outlet, so production plans against what moved rather than what shipped.
AI-based reorderingSuggested orders from each distributor's own velocity and cover, justified line by line so they can be overridden intelligently.
Claim and scheme automationTrade spend tracked to the outlet with claim status visible to the distributor — disputes settled from records, not relationships.

Secondary sales visibility

What actually left the distributor's warehouse, by SKU and by outlet. The gap against sell-in is the most valuable number a manufacturer can see.

AI-based ordering

Suggested reorder per SKU built from that distributor's own sell-through, seasonality and current cover — with the reasoning shown so it can be overridden intelligently.

Stock and allocation clarity

Live availability, allocation position and realistic lead time. No more phoning three people to find out whether an order can be filled.

Scheme and claim settlement

Trade spend tracked to the outlet, claim status visible to the distributor, disputes resolved from records instead of relationships.

Sub-dealer hierarchy

Distributor, sub-dealer, outlet — modelled as a real hierarchy, so coverage and penetration mean something at every level.

Distributor onboarding

Agreement, margin structure, warehouse setup, opening balance, portal access and their stock feed integrated — one flow, days not months.

What the distributor dashboard opens on

Sell-in vs sell-throughTheir own gap, visible to them — which changes behaviour faster than a phone call.
Suggested orderReady to review, justified line by line.
Claims and creditsStatus of every claim, with no need to ask.
CoverageOutlets served against outlets assigned, this month.

Sell-in against sell-through, by distributor

  • Widest gap Dist 27 57-point gap. Taking stock it is not moving — the clearest signal of a channel problem in the network.
  • Days of cover 3 days Dist 12 below reorder point on SKU 221. Replenishment raised automatically, rep notified.
  • Claim cycle time 4 days From 23. The single strongest predictor of distributor goodwill, and the cheapest to fix.
  • Suggested orders accepted 78% Distributors accepting AI-suggested quantities unchanged. The other 22% get overridden with reasons we learn from.
Channel metrics we model
MetricDefinitionWhy it earns its placeCadence
Sell-in vs sell-through gapPrimary dispatch minus secondary sales, indexed.A widening gap means you are financing a warehouse, not growing a market.Weekly
Days of coverDistributor stock ÷ average daily secondary sales.The only honest stock-out predictor. National inventory tells you nothing.Daily
Numeric distributionOutlets stocking the SKU ÷ outlets in the universe.Separates a demand problem from an availability problem.Weekly
Order-to-pattern deviationThis order versus this distributor's own ordering history.Catches both a stocking problem and a diversion problem early.Daily
Claim cycle timeDays from claim raised to settled.The most reliable predictor of distributor goodwill, and the easiest to fix.Weekly
Return on trade spendIncremental margin ÷ scheme cost, per scheme per outlet.Most trade spend is renewed on habit. This makes it a decision.Monthly

A day, in sequence

  1. Suggested orders generatedBuilt from each distributor's own sell-through and current cover, not a national average.
  2. Distributor reviews and adjustsIn the portal, on a phone, with the reasoning for each line visible.
  3. Feasibility and credit checkedAnything unfillable or over-limit is flagged before it enters the plan.
  4. Production plan absorbs itReal demand signal, not a sell-in target, reaches the schedule.
  5. Gap reviewedWhere sell-through lagged sell-in, the cause is named and the next order corrects.
  • Sell-throughas the planning input, not sell-in
  • ↓ 84%support calls after portal launch
  • 1 sourceof truth for claims
Retail chains / Single store Retail chains, multi-store operators and independents

Twelve stores is not one store multiplied by twelve.

A chain needs comparison and transfer logic. An independent owner needs three answers and no training. Same data underneath, two completely different products on top — and getting that wrong is why most channel rollouts stall.

Use cases we build first

Store replenishmentPer-store, per-SKU reorder from that outlet's own velocity and shelf capacity — not a chain-wide rule applied uniformly and wrongly.
Inter-store transferMove stock from where it is not selling to where it is, before markdown. The cheapest inventory correction available.
Planogram complianceWhat should be on the shelf against what is, with the revenue cost of the difference attached.

Chain — store-versus-store, fairly

Performance normalised for footfall, catchment, size and format — so a small high-street outlet is not judged against a highway superstore.

Chain — replenishment by outlet

Per-store, per-SKU reorder from that store's own velocity and shelf capacity, not a chain-wide rule applied uniformly and wrongly.

Chain — inter-store transfer

Move stock from where it is not selling to where it is, before it becomes a markdown. The cheapest inventory correction available.

Chain — planogram compliance

What should be on the shelf against what is, with the revenue cost of the difference — measured, not photographed and forgotten.

Store — one screen, three answers

What is selling, what to order, what is owed. No navigation, no configuration, no dashboard-building. If it needs a manual it has already failed.

Store — order in two taps

Suggested order from their own sales history, adjustable, submitted from a phone in a stockroom with one bar of signal.

Store — plain-language insight

"These six lines earn most of your money. These four have not moved in a month." Not a chart they have to interpret.

Store — credit clarity

What is outstanding and when it is due, visible before ordering rather than discovered at delivery. Fewer awkward conversations for everyone.

Two views, one model

Chain — outlier storesBest and worst against their own normalised expectation.
Chain — transfer optionsMove stock before it becomes a markdown.
Store — reorder nowA suggested list, already priced, ready to send.
Store — accountOwed, due and available credit. In that order.

Store-level reality, normalised

  • On-shelf availability 91% Must-stock lines present. Each gap costed, so the conversation is about revenue not compliance.
  • Transfer opportunities 14 Stock ageing in one store, selling in another. $47K of markdown avoidable this month.
  • Like-for-like growth +6.2% Same-store, normalised for footfall and format — so a high-street outlet is not judged against a superstore.
  • Independent adoption 84% Single-store owners ordering through the portal rather than by phone. Zero training delivered.
Retail metrics we model, and what we deliberately do not ask an owner to do
Metric or principleDefinitionWhy it earns its placeCadence
Like-for-like growthSame-store sales versus its own prior period.The only growth number not flattered by new openings.Weekly
On-shelf availabilityMust-stock lines present ÷ lines listed.The most common cause of a lost sale, and the least measured.Daily
Sales per square footRevenue ÷ selling area, by category.Space is the scarcest asset in retail. This is its yield.Weekly
Transfer avoidance valueMarkdown avoided by moving stock instead of discounting.Makes the case for transfer logistics in currency.Weekly
No report buildingIndependents have no analyst and no interest in becoming one.Three fixed answers on one screen, chosen for them.Daily
No online requirementStockrooms have bad signal. Every time.Offline-first, syncing when it can.Live
  • Per storereplenishment, not a chain rule
  • 0 pagesof training for an independent
  • Before markdownstock moves instead of discounting
The use cases that pay for the build

Six problems worth solving
before anything else.

Every manufacturer we meet has the same shortlist. These are the ones with a measurable baseline, a provable delta and a payback you can defend in a board paper — which is why we start with one of them rather than a platform.

Demand forecasting

Start here
The problem
The forecast is a sales target with optimism baked in, agreed in a meeting, at a grain too coarse to plan against.
What we build
Statistical baseline per SKU-location, enriched with promotion calendar, seasonality, weather, channel sell-through and price elasticity. Bias measured per product family and per territory so persistent optimism is corrected rather than absorbed.
Inputs
Order history · POS and secondary sales · promotion calendar · price changes · weather · holidays
Output
Forecast with confidence interval by SKU-location-week, plus the bias correction for each planner.
How it is measured
Forecast error and bias both measurable from week one. The baseline is whatever your current process produces — we do not get to choose the comparison.

Production planning by quarter and year

Highest value
The problem
Annual capacity plans are built in spreadsheets on nameplate numbers, then quietly abandoned by week three of the quarter.
What we build
Rough-cut capacity for the year, firm sequence for the quarter, rolling re-plan when reality moves. Modelled against your real constraint — the furnace, the curing time, the certified operator — with changeover cost, labour availability and yield included.
Inputs
Demand forecast · BOM and routing · capacity and calendar · changeover matrix · labour and skills · committed orders
Output
Quarterly sequence with trade-offs shown, annual capacity view, and a re-plan triggered by material or demand movement.
How it is measured
Fewer late orders, less overtime, and a capacity conversation based on the constraint rather than an average.

Workforce and shift optimisation

The problem
Rotas are built to fill shifts, not to hit the plan. Overtime is discovered in payroll, weeks after the decision that caused it.
What we build
Labour matched to the production plan by skill and certification, with overtime forecast before it is incurred and the throughput cost of a skills gap made visible as throughput rather than as an HR issue.
Inputs
Production plan · skills and certification matrix · shift patterns · absence history · output and quality by crew
Output
Shift plan aligned to the production sequence, forecast overtime, and a ranked training list by throughput impact.
How it is measured
Overtime becomes a decision made in advance instead of a number explained afterwards.

Inventory optimisation

The problem
Safety stock is a percentage someone set years ago, applied uniformly, protecting the wrong SKUs at the wrong locations.
What we build
Service-level-driven safety stock per SKU-location from real demand variability and supply lead-time variability — with the cost of the stock weighed against the cost of the stock-out for that specific line.
Inputs
Demand history and variability · supplier lead times and reliability · margin per SKU · service commitments
Output
Reorder points and safety stock by SKU-location, plus the projected deficit list with days of warning.
How it is measured
Working capital released from the SKUs that never needed it, redeployed to the ones that keep stocking out.

Price and promotion planning

The problem
Schemes are renewed on habit. Nobody separates the uplift that was incremental from the volume that would have sold anyway.
What we build
Elasticity by product, channel and outlet grade, with promotion uplift modelled against a counterfactual baseline — and stock position checked so a scheme does not create the stock-out it was designed to exploit.
Inputs
Price history · scheme calendar and spend · sell-through · competitor pricing · stock position
Output
Return on trade spend per scheme per outlet, and a recommended calendar reconciled with supply.
How it is measured
Trade spend becomes a decision with evidence rather than a renewal with a rationale.

Predictive maintenance

The problem
Maintenance is calendar-based, so healthy machines are serviced and failing ones are not — and the failures land mid-shift.
What we build
Failure probability from vibration, temperature, cycle count and repair history, weighed against the cost of downtime on that line at that moment and the current order book.
Inputs
Sensor telemetry · maintenance history · parts availability · production schedule · order commitments
Output
Ranked intervention list by probability × cost of failure, scheduled into planned downtime where possible.
How it is measured
Unplanned downtime converted into planned downtime, which is the whole game.
How it fits together

Unlock the intelligence
hidden inside your ERP and CRM.

Everything you need to know about the build in one picture: the systems you already pay for stay exactly where they are, we reach them through their own interfaces, and the intelligence is assembled above them. Nothing below the layer gets replaced.

Yellowfirst architecture — an AI layer above your ERP and CRM Three columns. On the left, seven classes of data source: transactional, retail and market, distributor and sales, inventory and warehouse, external and third-party, unstructured, and IoT and operational. In the centre, the systems you already own connect through APIs, connectors, EDI, change data capture, webhooks and private link into the Yellowfirst AI layer — data orchestration, semantic model, machine learning and generative AI, process intelligence, and security and governance — which produces decision intelligence across executive, sales and trade, market, SKU, operations, supply chain, finance and productivity, together with twelve AI agents and eight next best actions, all coordinated by an AI orchestration layer with a human in the loop. On the right, the outcomes each role receives. DATA SOURCESEnterprise systemsERP · CRM · Finance · HR ·Procurement · PLMMarket and retail dataIRI · Circana · NielsenIQ ·Retail POS · eCommerce · Share ·PromotionsDistributor and channelOrders · Shipments · Returns ·Sales · Inventory · PricingInventory and warehouseWMS · Stock · Batches · Lots ·LocationsExternal and third-partyWeather · Economic indicators ·Commodity prices · Social · News· TradeIoT and operationalSensors · Machines · Equipment ·Telematics · Quality · LogsDocuments and unstructuredEmails · Contracts · PDFs · Callnotes · Reports · ChatIndustry and publicBenchmarks · Demographics ·Regulations · Competitor dataSYSTEMS YOU ALREADY OWNERPSAPOracleDynamics 365NetSuiteInforEpicorAcumaticaOdooERPNextSageCRMSalesforceHubSpotZohoPipedriveDynamicsOperational and contentMES / SCADAWMSTMS / fleetQMS / LIMSPOS + EPOSPLM / CADAccountingHR / payrollSharePointEmail + filesREST + GraphQL APIsNative connectorsEDI + flat filesChange data captureWebhooks + eventsSecure private linkYELLOWFIRST AI LAYERYour software. Your infrastructure. Your source code.Data orchestrationIngest, reconcile and versionevery source on a schedulethat matches the decision.Semantic modelOne definition of margin,on-time and active outlet, atone agreed grain.ML, AI and Gen-AIForecasts and optimisers wheremaths belongs; language modelswhere language belongs.Process intelligenceRules, thresholds and agentsthat watch continuously anddraft the next action.Security and governanceIdentity, lineage, audit trailand the approval gate on everyautomated action.DECISION INTELLIGENCE, DELIVERED PER ROLEExecutiveRevenue and margin by SKU,customer, territorySalesAccounts, next best offer,churn, cross-sellMarketShare, competitors, whitespace,promotion ROIInventoryStock-outs, replenishment,transfers, turnsOperationsSequencing, utilisation, assetmaintenanceSupply chainDelays, shortages, loads,freight costFinanceProfitability, margin,collections, leakageProductivityProposals, briefings, playbooks,workflowsAI AGENTS· Finance· Demand· Production· Inventory· Trade· Route· Sales· Channel· Executive· Compliance· Support· TrainingNEXT BEST ACTIONS→ Predict demand→ Recommend pricing→ Prioritise customers→ Optimise inventory→ Prevent supply risk→ Drive profitable growth→ Fill distribution voids→ Trigger automationAI ORCHESTRATION LAYERWorkflow orchestrationEvent processingRules and business logicAlerts and notificationsHuman in the loopCONNECT ANYTHINGDashboards and BIPower BITableauLookerQlikSigmaMetabaseWarehouses and lakesSnowflakeDatabricksBigQueryRedshiftSynapseFabricCloudsAWSAzureGoogle CloudOn-premisePrivate linkWhere people already workExcelTeamsSlackEmailMobileYour ERP screensINTELLIGENT OUTCOMESExecutivesStrategic decisions, business impactSales and tradeGrow revenue, win in the marketOperationsEfficiency, quality, productivitySupply chainResilience, on-time delivery, lowercostFinanceBetter cash flow, higherprofitabilityProcurementSmarter sourcing, stronger suppliersNo rip and replaceWorks with what yourunFirst release in 8–12weeksScales withoutper-seat costYou own the code andthe dataFaster decisionsIn hours, not in the nextmeetingMore revenueFewer voids, better mix,protected promisesLower costsLess expediting, less idle,less dead stockHappier customersOn time, in full, when it waspromisedStronger resilienceDisruption seen days before itlandsFuture-readyAn owned asset, not a renewinglicenceAI with human controlAgents draft and recommend. People approve. Everyaction is logged and reversible.Designed for adoptionResearch, usability testing and a design systemyou own — because unopened software returnsnothing.Secure and governedSSO, least privilege, encryption, lineage and anaudit trail built for a regulator.Measured in business termsEvery model has a stated accuracy, a drift monitorand a retirement condition.

Vendor names are set in type rather than reproduced as logos — we are not a reseller and we do not imply a partnership we have not been granted. The layer is vendor-neutral by design: it reads whatever you run, including nothing at all.

Download the diagram (SVG) ↓
The five pillars

Everything we build,
in one table.

Five pillars, one engagement, one team. Most manufacturers buy these from five different suppliers and spend the difference on making them talk to each other. Open a pillar to see what actually ships.

#PillarWhat it doesDeliverables
01 Enterprise FoundationOrganise. Connect. Standardise. Everything begins here. The typical manufacturer has an ERP, a CRM, accounting, inventory, production, pricing, CAD, drawings, product PDFs, SharePoint, a decade of email and a great deal of tribal knowledge — and four different answers to how many active SKUs it sells. None of it disagrees on purpose; it disagrees because nothing ever reconciled it. We unify all of it into one trusted source of business knowledge. 18open

Core layer

  • ERP + CRM AI layer
  • API integrations
  • Data orchestration
  • Semantic model and definitions
  • Data quality and lineage
  • Master data management

Product and content

  • Product information management — one SKU record, every channel
  • Digital asset library
  • Technical documentation
  • Specification sheets
  • CAD and drawing repository
  • Certificates and datasheets by batch

Surfaces

  • Website
  • Distributor portal
  • Customer portal
  • Knowledge base
  • Brand and design system
  • Search across everything

Goal One trusted source of business knowledge.

Findability

  • Technical and on-page SEO
  • AI answer-engine optimisation
  • ChatGPT, Claude, Gemini, Perplexity visibility
  • Google AI Overviews
  • Voice search — Siri and Alexa
  • Entity and schema.org markup
  • Third-party corroboration and listings

Content

  • Educational and application articles
  • Product and comparison pages
  • Case studies with real numbers
  • Product videos and explainers
  • Process and 3D animation
  • Webinar series
  • Industry newsletters
  • Photography and video library

Channels

  • LinkedIn, YouTube, Instagram, Meta
  • Email marketing and lifecycle
  • Paid search and paid social
  • Trade press and co-marketing
  • Trade show and event assets
  • Campaign calendar and scheduling
  • Deliverability engineering — SPF, DKIM, DMARC

Goal When someone asks an AI who to buy from, your name is in the answer.

Pipeline

  • CRM build and hygiene
  • Lead pipeline and scoring
  • Data mining and enrichment
  • AI-assisted outbound calling
  • Appointment scheduling
  • Follow-up automation
  • Territory and account planning

Documents

  • Quotation and pricing automation
  • Proposal automation
  • RFP intake and response
  • RFQ responses
  • Contract and clause extraction
  • Sales presentations
  • Distributor and dealer kits

Retention

  • Customer success journey
  • Customer portal and self-serve
  • Reorder and win-back programmes
  • Customer health scoring
  • Claim and rebate handling
  • Onboarding for stores, reps and territories

Goal Every lead has a next best action, and every document assembles itself.

Planning and demand

  • Demand forecasting with confidence bands
  • Demand and supply planning
  • Production intelligence and sequencing
  • Scenario and what-if modelling
  • Digital twin of the operation
  • Capacity and available-to-promise

Commercial

  • Pricing intelligence per SKU and customer
  • Margin optimisation by line
  • Territory intelligence
  • Trade promotion intelligence
  • Sell-in against sell-through by SKU
  • Customer and channel health scoring

Supply and logistics

  • Inventory optimisation and deficit alerts by SKU-location
  • Supply chain intelligence
  • Procurement intelligence
  • Route and load optimisation
  • Lane cost and carrier performance
  • Fleet, detention and yard management
  • 3PL and carrier integration

Role intelligence

  • Executive AI and board pack
  • Analyst workbench
  • Operations AI
  • Finance AI — cash, DSO, collections
  • Logistics AI
  • Sales AI
  • Distributor AI
  • Retail and store AI
  • Executive dashboards per role

Goal Recommendations, predictions, alerts and next best actions — per role.

Control

  • Human approval workflows
  • Role and attribute-based permissions
  • Segregation of duties
  • Audit trail on every automated action
  • Version control and rollback
  • Workflow and knowledge governance

AI governance

  • NIST AI Risk Management Framework
  • ISO/IEC 42001 management system
  • Explainable AI and model cards
  • Model monitoring and drift detection
  • Risk monitoring and escalation
  • EU AI Act readiness where you sell into Europe

Security and compliance

  • Security architecture — SSO, MFA, encryption
  • SOC 2 and ISO 27001 control alignment
  • Data governance, retention and residency
  • HIPAA controls and BAA where PHI is in scope
  • FSMA 204 traceability records
  • QMSR, ISO 13485 and 21 CFR Part 11 records
  • TTB, Metrc and state filings
  • Business continuity and disaster recovery

Adoption

  • Training academy
  • AI adoption programme
  • Change management
  • Design and research orchestration
  • Success metrics and review cadence
  • Continuous optimisation

Goal AI that executives trust, employees adopt, customers appreciate and auditors understand.

Full catalogue across all five pillars114deliverables

Not every engagement includes every line — this is the full catalogue, not a mandatory scope. Most start with one pillar and add the next once the first is earning. Deliverable counts are computed from the list, not rounded up.

What you actually get

Not a dashboard.
An application every role opens every morning.

Eight screens from the system we build around your data — one for each person who has to act on it. Same data model underneath, a different surface and a different argument per role. Each one carries the AI rail: what the model noticed, what it suggests, what it connected, and the button that acts on it.

operations.yourcompany.comYour domain · your brand · your data
Network/Texas + Southeast

Good morning, Dana

On-time in full 94.2% ▲ 3.1 vs last period
Days of cover 11.4 2 sites below reorder
Gross margin 28.9% ▲ 1.4 mix-adjusted
Cash at risk $216K ▲ 18 61-day DSO, 3 accounts
Plan attainment by lineWeek to date

Planned · Actual · L3 behind at 74%

Revenue at risk, by causeNext 30 days
  • Distributor overstock 96K
  • Stock-out exposure 61K
  • Late supplier PO 34K
  • Credit hold 25K

$216K total, ranked by size rather than by department

What changed overnightWritten by the agents · 06:00
  • Dist 27 sell-through fell to 43
    Took 1,900 units in June, moved 820. Recommend holding the August allocation and running a trade offer instead.
  • Forecast bias improved to +2.1%
    Fourth consecutive week inside band. The safety stock assumption for family B can come down 4%.
Analytics/Semantic model

Data health and definitions

Certified datasets 38 ▲ 4 of 51 in use
Freshness SLA met 96.4% ▲ 1.2 last 30 days
Open quality issues 7 ▼ 5 2 breaching SLA
Ad-hoc queue 3 ▼ 11 down from 14 in May
Freshness by sourceHours since last good load
  • ERP orders 0.4h
  • Plant MES 1.1h
  • Distributor sales 46h
  • Retail EPOS 22h
  • Freight TMS 3.2h

Distributor secondary sales is the constraint on every downstream model

Definition drift watchWhere two teams disagree
W24W26W28W30
Active outlet
On-time
Net margin
Lead time

Darker means more systems disagreeing. Three definitions converged this quarter.

Open exceptionsEvery entity · live
SevExceptionOwnerAgeAgent has
P1Sell-through gap · Dist 27 Trade2h 10mAllocation hold drafted
P1Credit exposure · 3 accounts Finance4h 02mCollections list ranked
Cover below reorder · Dallas DC Supply6h 44mReplenishment proposed
Batch certificate missing · Lot 88-114 Quality11hChased supplier twice
P3Price list drift · 9 SKUs Commercial1d 3hDiff ready for review
P3Duplicate outlet records · 22 Data2dMerge proposed, needs sign-off
Why this firedDist 27 · sell-through gap
  • RuleSell-through index below 60 for two consecutive periods
  • Observed43, down from 61
  • Built fromERP despatch, distributor secondary sales file, 3 store EPOS feeds
  • Data as ofToday 06:00 · secondary sales lag 2 days
  • ConfidenceHigh — three sources agree
RecommendedHold the August allocation, fund a trade offer against existing stock, revisit in two cycles.
The agent drafted this. A person approves it. That line never moves.
What changed overnightWritten by the agents · 06:00
  • Distributor feed 46 hours stale
    Dist 09 and Dist 18 have not posted secondary sales since Friday. Six downstream measures are affected and two are on an executive dashboard.
  • Ad-hoc requests down to 3
    Eleven recurring requests became governed datasets this quarter. The queue is now smaller than the backlog was in a single week last year.
Production/Plano plant

Week 31 plan · draft 3

OEE 71.4% ▲ 2.2 best line 84%
Schedule adherence 88% two unplanned stops
Changeover hours 19.5 ▼ 4.1 sequencing gain
First-pass yield 97.1% ▲ 0.6 Line 3 lowest at 94%
Line schedule · week 31Drag to move — the model re-checks feasibility on drop
LineMon 03Tue 04Wed 05Thu 06Fri 07Sat 08
Line 1Coating SKU 4411 · 12tSKU 4411 · 12tChangeoverSKU 7720 · 9tSKU 7720 · 9t
Line 2Slitting SKU 2210 · 18tSKU 2210 · 18tSKU 2210 · 18tRM shortSKU 3050 · 7tSKU 3050 · 7t
Line 3Forming MaintenanceMaintenanceSKU 8801 · 6tSKU 8801 · 6t
Line 4Packing MixedMixedMixedMixedMixed
Line utilisationAgainst committed capacity
Overall equipment effectiveness

Micro-stops, not breakdowns, account for most of the gap

Constraint pressure by dayWhere the week gets tight
MonTueWedThuFriSat
Line 1
Line 2
Line 3
Line 4

Line 2 Thursday is the single unresolved constraint in the draft

What changed overnightWritten by the agents · 06:00
  • Line 2 Thursday has no raw material
    Coil arrival slipped 36 hours. As drafted the line idles 14 hours, which costs more than the changeover that avoids it.
  • Overtime beats the penalty on Friday
    Line 4 overtime costs 0.4% of margin. Missing the Chain A window costs $38K. The plan takes the overtime.
Finance/Consolidated

Working capital and margin

DSO 61 days ▲ 4 target 52
Cash conversion 38 days inventory driven
Contribution margin 31.2% ▲ 0.8 after cost to serve
Overdue > 60 days $216K ▲ 18% 3 accounts, 71% of it
Margin bridge, last period to thisWhat actually moved it

Mix did the work. Freight ate a third of it back.

Receivables ageing by channel$ thousands
  • Distributors600
  • Retail chains307
  • Direct131

Current · 30 · 60 · 90+ — distribution carries most of the tail

What changed overnightWritten by the agents · 06:00
  • Three accounts hold 71% of overdue
    All three took extra stock in Q2 on a promotion and have not sold it. Collections and trade terms are the same conversation, not two.
  • Freight recovery improved 0.3pt
    Lane renegotiation from May is now visible in landed cost. Worth $61K annualised if it holds.
Dispatch/All lanes

Today · 34 loads in motion

Cost per mile $2.41 ▼ 0.09 lane mix adjusted
On-time delivery 92.6% two lanes dragging
Empty miles 14.2% ▼ 2.1 backhaul matching
Detention hours 38 ▲ 9 one DC, one customer
Cost per mile by laneWorst five, this month
  • Plano → Houston 3.12
  • Plano → Atlanta 2.88
  • DC → Chain A 2.71
  • Plano → OKC 2.44
  • DC → Dist 04 2.19

Houston is 29% above network average — and it is not distance

Delivery performance trendActual against forecast, 9 weeks

Inside the band all quarter — the dip is normal variation, not a trend

What changed overnightWritten by the agents · 06:00
  • Houston lane 29% above network cost
    Three carriers, none with volume enough to price properly. Consolidating to one carrier prices at $2.55 on the same service level.
  • Backhaul matching saved 2.1pt of empty miles
    Return legs matched against inbound raw material. Worth roughly $74K annualised at current volume.
Field and trade/North TX

Route · Tuesday, 8 stops

Route value today $8.4K ▲ 12% ranked by opportunity
Strike rate 68% ▲ 5 visits that place an order
Outlets at risk 4 no order in 2 cycles
Avg order value $1,240 ▲ 8% suggested-order effect
Today, ranked by opportunityNot by postcode — by what each visit is worth
  • 1
    Kroger 4412 · PlanoSell-through 96% · out of stock risk in 4 days
    $2,840
  • 2
    H-E-B 118 · FriscoNew category opening · planogram approved
    $1,910
  • 3
    Independent · AllenTwo missed cycles · credit hold cleared
    $740
  • 4
    Dist 12 depotConfirm August allocation face to face
What changed overnightWritten by the agents · 06:00
  • Two outlets slipped to at-risk overnight
    Allen and Wylie independents missed a second order cycle. Both were healthy in June — this is a service problem, not a demand one.
  • Suggested orders lifted average value 8%
    Across your last 40 visits. The lift comes from store-level rate of sale, not from asking for more.
Distributors/Dist 27

Partner performance and allocation

Sell-in vs sell-through 43 ▼ 18 indexed to sell-in 100
Stock on hand 1,080 u ▲ 22% 61 days of cover
Claim settlement 6 days ▼ 3 was 11 in Q1
Fill rate to them 97.4% ▲ 1.1 we are not the constraint
Sell-in against sell-throughSix distributors, indexed

Where the bars diverge you are filling a warehouse, not selling

Ageing of their stockUnits by age bucket
  • Dist 271080
  • Dist 12660
  • Dist 18650

0–30 · 31–60 · 61–90 · 90+ — Dist 27 has 690 units over 60 days old

What changed overnightWritten by the agents · 06:00
  • Dist 27 has 690 units over 60 days old
    A further allocation makes the problem worse and the relationship harder. The stock is not moving because of range, not because of price.
  • Claim settlement down to 6 days
    Automated claim matching against despatch and proof of delivery. Partner satisfaction on claims is the highest it has been.
Retail/Chain A + independents

Store performance and availability

On-shelf availability 91.3% ▲ 2.4 phantom stock excluded
Like-for-like sales +6.8% ▲ 1.9 52 weeks, same stores
Stores below plan 11 ▼ 4 of 214
Range compliance 87% 28 stores missing a core line
Availability against like-for-likeTop and bottom store clusters
  • Plano cluster +96%
  • Frisco cluster +94%
  • Allen cluster +89%
  • Denton cluster +84%
  • Waco cluster +81%

Every point of availability is worth roughly 0.9pt of like-for-like here

Weekly sales index by clusterWhere the trend turned
W24W26W28W30
Plano
Frisco
Allen
Denton
Waco

Waco has been flat for eight weeks — a range issue, confirmed by the compliance scan

What changed overnightWritten by the agents · 06:00
  • 28 stores are missing a core line
    All in two clusters. Range compliance, not demand — the line sells everywhere it is actually on shelf.
  • Availability up 2.4 points
    Store-level replenishment now uses each store’s own rate of sale rather than the chain average.

Layouts are from patterns we have shipped, populated with the same illustrative figures used throughout this page. Your build is designed to your process and your identity — this is the standard of finish, not a template you would be handed.

Interactive sales territory intelligence

See where the next quarter is
before your competitor does.

Coverage, growth and untapped opportunity for every state. Click any territory for its position, its constraint and the action the system recommends. Figures are representative — the structure is what your data would fill.

National position

$11.80MUntapped opportunity across named territories
2,741Outlets currently covered
6Territories flagged grow
2Declining, needing intervention
Grow — invest hereFix — decliningHold — saturatedWatchBelow threshold

Click any state. Twelve are modelled in detail; the rest sit below the coverage threshold where territory guidance becomes unreliable — which is itself a finding.

AK +3% ME +3% VT +3% NH +3% WA +11% ID +3% MT +3% ND +3% MN +3% IL +4% WI +3% MI +2% NY -8% MA +3% RI +3% OR +3% NV +3% WY +3% SD +3% IA +3% IN +3% OH +9% PA +6% NJ +3% CT +3% CA -3% UT +3% CO +3% NE +3% MO +3% KY +3% WV +3% VA +3% MD +3% DE +3% AZ +8% NM +3% KS +3% AR +3% TN +3% NC +16% SC +3% DC +3% OK +3% LA +3% MS +3% AL +3% GA +22% HI +3% TX +14% FL +19%

Tile cartogram: one equal square per state. Chosen deliberately over an outline map, because when the variable is sales opportunity rather than land area, Rhode Island should not be a pixel and Montana should not dominate.

Visualisation, built for the decision

These are not stock images.
They are the chart types we build.

Every one of these renders from live data in production. Shown here with representative figures so you can judge the thinking, not the numbers.

Forecast versus actual, with confidence band

Monthly units, one SKU family. The band is the model's stated uncertainty — a single-line forecast hides the thing you most need to know.

Forecast versus actual, with confidence bandMonthly units, one SKU family. The band is the model's stated uncertainty — a single-line forecast hides the thing you most need to know. 600 900 1200 1500 projection → JanFebMarAprMayJunJulAugSep Actual Forecast Confidence Band width is the model's uncertainty.

Actual stops at August. September is projection only.

Forecast versus actual, with confidence band
MonthActualForecastLowHigh
Jan820800760845
Feb910890840940
Mar870900850950
Apr104010109501070
May1120109010201160
Jun99010309601100
Jul1180116010801240
Aug1260124011501330
Sep133012001460

Opportunity by territory

Coverage against growth, sized by untapped opportunity. The top-left quadrant is where your next quarter is — high growth, low coverage, real money on the table.

Opportunity by territoryCoverage against growth, sized by untapped opportunity. The top-left quadrant is where your next quarter is — high growth, low coverage, real money on the table. Priority — grow coverage here 20% 40% 60% 80% 100% -10% 0% +10% +20% +30% Gulf Coast $2,100,000 Houston $1,900,000 Southeast $1,750,000 North TX $1,250,000 Northeast $1,100,000 West $880,000 Midwest $640,000 Mountain $520,000 Oklahoma Outlet coverage → Growth vs last year → Grow Fix — declining Hold — saturated Watch Total opportunity $10,570,000

Bubble area is proportional to opportunity value, not radius — a bubble twice as wide is four times the money.

Opportunity by territory
TerritoryCoverage %Growth %OpportunityAction
North TX8214$1,250,000grow
Gulf Coast6122$2,100,000grow
Midwest914$640,000hold
Southeast4419$1,750,000grow
West73-3$880,000fix
Mountain388$520,000watch
Northeast86-8$1,100,000fix
Houston5527$1,900,000grow
Oklahoma2911$430,000watch

Days of cover by location, against stock-out threshold

The red line is the reorder point. Two locations are already below it — this chart exists so nobody has to notice that manually.

Days of cover by location, against stock-out thresholdThe red line is the reorder point. Two locations are already below it — this chart exists so nobody has to notice that manually. 0 8 16 24 21 Plant DC 14 Dallas 11 Houston 9 Dist 04 5 Dist 12 3 Dist 27 12 Chain A 8 Chain B Reorder point · 7 days
Days of cover by location, against stock-out threshold
LocationDays of coverBelow reorder point
Plant DC21No
Dallas14No
Houston11No
Dist 049No
Dist 125Yes
Dist 273Yes
Chain A12No
Chain B8No

Sell-in versus sell-through by distributor

Where the two diverge, you are not selling — you are filling a warehouse. This is the single most useful chart a manufacturer can be shown.

Sell-in versus sell-through by distributorWhere the two diverge, you are not selling — you are filling a warehouse. This is the single most useful chart a manufacturer can be shown. 0 50 100 94 Dist 04 88 Dist 09 61 Dist 12 79 Dist 18 43 Dist 27 91 Dist 31 Sell-in Sell-through Gap > 25

Indexed to sell-in = 100. Dist 27 has taken stock it is not moving.

Sell-in versus sell-through by distributor
DistributorSell-inSell-throughGap
Dist 04100946
Dist 091008812
Dist 121006139
Dist 181007921
Dist 271004357
Dist 31100919

Margin contribution by channel

Revenue share and margin share rarely match. The channel that looks biggest is often not the one paying for the factory.

Margin contribution by channelRevenue share and margin share rarely match. The channel that looks biggest is often not the one paying for the factory. 100% margin pool Distributors 31% margin · 46% revenue Retail chains 24% margin · 28% revenue Single stores 22% margin · 14% revenue Direct / online 23% margin · 12% revenue
Margin contribution by channel
ChannelRevenue share %Margin share %Difference
Distributors4631-15
Retail chains2824-4
Single stores1422+8
Direct / online1223+11

Data cadence against decision quality

Faster is not always better — it is better only where a faster decision exists. Streaming a monthly planning input is spend without return.

Data cadence against decision qualityFaster is not always better — it is better only where a faster decision exists. Streaming a monthly planning input is spend without return. 0 50 100 20 Monthly 45 Weekly 70 Daily 88 Hourly 100 Live Operational decisions unlocked, indexed
Data cadence and what it unlocks
CadenceSupportsStill cannot doIndex
MonthlyClosed-period accounting, board reporting, annual planningAnything operational. By the time you see it, the month is spent.20
WeeklyTrade schemes, territory reviews, replenishment cycles, S&OPStock-outs inside the week. Production resequencing.45
DailyProduction sequencing, allocation, collections priority, route planningIntraday breakdowns, shift-level quality drift.70
HourlyShift performance, quality drift, warehouse throughput, order promisingTrue machine-level anomaly detection.88
LiveFleet position and HOS exposure, POS transactions, machine telemetry, order feasibilityNothing operational — but it costs more, so only stream what earns it.100

Rendered as inline SVG — no charting library, no CDN call, and every chart carries a hidden data table so screen readers and AI crawlers read the numbers rather than see a picture. Power BI, Looker or your own front end can render the same models if you prefer.

Margin contribution by channel

Share of revenue against share of contribution, once trade spend and cost to serve are attributed back to the channel that caused them. The order changes — which is the point. Your largest channel is your third most profitable.

Margin contribution by channelShare of revenue against share of contribution, once trade spend and cost to serve are attributed back to the channel that caused them. The order changes — which is the point. Your largest channel is your third most profitable. SHARE OF REVENUE SHARE OF CONTRIBUTION National retail chains 8.0% contribution margin 34.3% 19.2% $42.0M ▼ 15.1 pts Distributors 15.8% contribution margin 25.7% 28.4% $31.5M ▲ 2.7 pts Direct and key accounts 24.0% contribution margin 15.0% 25.2% $18.4M ▲ 10.2 pts Foodservice 19.0% contribution margin 10.3% 13.7% $12.6M ▲ 3.4 pts eCommerce and DTC 16.0% contribution margin 7.5% 8.4% $9.2M ▲ 0.9 pts Private label 10.0% contribution margin 7.3% 5.1% $8.9M ▼ 2.2 pts WHERE THE MARGIN GOES · NATIONAL RETAIL CHAINS Gross margin $10.9M Trade and promotion − $5.5M Cost to serve − $2.1M Contribution $3.4M
AI suggestion Move $1.4M of trade spend and keep the revenue Three national-retail promotions returned $0.82 for every dollar put behind them. The same $1.4M in the two distributor programmes returned $2.60. Reallocating it adds roughly $2.4M of contribution without selling a single extra case. Model the reallocationDismiss

Contribution is gross margin less trade and promotional spend less cost to serve (freight, warehousing, returns, service and, for direct-to-consumer, acquisition). Figures are illustrative and internally consistent with the rest of this page. Cost-to-serve studies on distribution and manufacturing books routinely find 20–30% of customers unprofitable once those costs are attributed; the point of the chart is the reordering, not the numbers.

Margin contribution by channel
ChannelRevenue $MShare of revenueGross margin %Trade and promotion $MCost to serve $MContribution $MShare of contributionContribution margin %Difference, points
National retail chains42.034.3%26.05.52.13.419.2%8.0%−15.1
Distributors31.525.7%22.51.30.85.028.4%15.8%+2.7
Direct and key accounts18.415.0%34.00.61.34.425.2%24.0%+10.2
Foodservice12.610.3%28.50.40.82.413.7%19.0%+3.4
eCommerce and DTC9.27.5%41.01.40.91.58.4%16.0%+0.9
Private label8.97.3%14.50.10.30.95.1%10.0%−2.2

Live load routing and efficiency

Six stops on one run, scored while the truck is still moving. Fill, cost per mile, on-time and detention are the four numbers that decide whether today was efficient — and the layer proposes the change rather than reporting the miss.

Route 4 · North Texas6 stops · 148 milesMoving
1 2 3 4 5 6
  • Delivered
  • On site
  • Scheduled
  • Window at risk
Trailer fill 89% ▲ 27 pts since consolidation
Cost per mile $2.41 ▼ $0.09 vs last month
On-time in full 92.6%
Detention today 41 min ▲ one site, one customer
  • 3
    Chain A · AllenOn site now · 12 min
  • 5
    Chain B · MesquiteETA 14:35 · window closes 14:00
AI suggestion Reroute stop 5 before the window closes Mesquite is tracking 35 minutes past a window that closes at 14:00. Swapping stops 5 and 6 arrives at 13:48 and adds 4 miles — the return leg absorbs the delay instead of the customer. Apply rerouteDismiss

A schematic network rather than a tiled map: on a marketing page a real map is a network call and a licence. In your build this is a live map against your own telematics, with the same panel beside it. Figures illustrative.

Live load routing and efficiency — route 4, six stops
StopLocationStatusTiming
1Plano DCDelivered06:40 · loaded 89%
2Chain A · FriscoDelivered08:05 · delivered
3Chain A · AllenOn siteOn site now · 12 min
4Dist 04 · GarlandScheduledETA 11:20 · window 11:00–13:00
5Chain B · MesquiteWindow at riskETA 14:35 · window closes 14:00
6Return · Plano DCScheduledETA 16:10
Route efficiency measures, today
MeasureNowMovement
Trailer fill89%▲ 27 pts since consolidation
Cost per mile$2.41▼ $0.09 vs last month
On-time in full92.6%▼ 1.4 — two lanes dragging
Detention today41 min▲ one site, one customer
How we actually build it

Seven layers.
You own all of them.

This is the architecture behind every engagement. Click a layer to see what goes in it, what we use, and where your existing ERP and CRM sit — which is usually not where vendors tell you.

No layer is a black box and no layer is locked. Each one can be replaced independently — which is the practical definition of owning your stack rather than renting it.

Inventory deficit and trade execution

A sale you cannot supply
is a sale you gave away.

Most lost revenue in manufacturing is not lost in the pitch. It is lost weeks earlier, in a stock position nobody was watching, at an outlet nobody visited.

Preventing the deficit

See the shortage while it is still preventable.

  • Days-of-cover per SKU per locationNot a single national number. Cover calculated at the grain where the stock-out actually happens.
  • Deficit forecast, not deficit reportProjected cover against projected demand, so the shortage is visible while there is still time to act.
  • Allocation logic you controlWhen supply is short, who gets it — by margin, by contract, by relationship, by strategic priority. Your rule, applied consistently.
  • Substitution and transferQualified alternates and inter-store transfer suggested before a markdown or a lost order becomes inevitable.
  • Root cause attachedEvery projected deficit links to its cause: demand spike, supplier slip, production sequence, or a distributor ordering off-pattern.

Securing the sale

Trade execution measured, not assumed.

  • Order feasibility at quote timeThe rep learns whether the plant can hit the date before promising it — which is the cheapest possible time to find out.
  • Scheme and claim clarityTrade spend tracked to the outlet, with claim status visible to the distributor, so disputes stop consuming the relationship.
  • Coverage against planWhich outlets were meant to be served, which were, and what the gap cost — measured, not estimated.
  • Threshold-triggered interventionCoverage, cover-days or sell-through crossing a line raises the action, routed to whoever owns it.
  • Predictive trade calendarScheme timing modelled against historical uplift and current stock position, so promotions do not create the stock-out they were meant to exploit.

Online ordering — revenue without a visit

The visit is for the relationship. The order should not need one.

A B2B ordering portal for distributors, chains and single stores that removes the physical visit from the transaction — and removes the phone call, the WhatsApp photo of a handwritten list, and the re-keying error that follows it.

Onboarding as a system, not a spreadsheet

Growth is mostly onboarding.
Most systems treat it as data entry.

Every new store, rep, territory, brand, category and SKU is a workflow with approvals, dependencies, documents and a measurable time-to-productive. Modelling it that way is the difference between scaling and coping.

Channel and people

  • Store onboardingKYC and trade documents, geo-tagged location, category and range eligibility, credit terms, price list assignment, opening stock, and the first order placed inside the same flow.
  • Salesperson onboardingRole and hierarchy, territory and beat plan assignment, target allocation, app provisioning, training path and certification — with time-to-first-order tracked as a metric.
  • Territory creationDraw or split a territory on the map, rebalance accounts by potential and drive time, reassign in-flight orders and open tasks, and keep history intact so trend lines do not break.
  • Distributor onboardingAgreement terms, margin structure, warehouse and sub-dealer hierarchy, opening balance, portal access, and integration of their stock and secondary sales feed.

Portfolio

  • Brand onboardingA new or acquired brand carries its own hierarchy, artwork, claims, pricing architecture, target channels and reporting lineage — set up once, consistent everywhere it appears.
  • Category onboardingNew category means new attributes, new units of measure, new tax treatment, new competitor set and new planogram logic. The data model extends instead of being forced into the old shape.
  • Product / SKU onboardingSpecification, BOM, routing, packaging, barcodes, HS and tax codes, shelf life, certifications, launch date, channel eligibility and the forecast it inherits from its nearest analogue.
  • Retirement and rationalisationThe unglamorous half. Phase-out plans, run-down of remaining stock, substitution mapping, and history preserved so year-on-year comparisons stay honest.

A new category, launched across 40 distributors, in one flow.

What it looks like in practice — brand, category and product onboarding is the same engine, run at a different grain.

  1. Category definedAttributes, UoM, tax treatment and competitor set created. Reporting lineage established so the new category appears correctly in every existing dashboard.
  2. SKUs onboardedSpecifications, BOMs, barcodes and certifications loaded. Each SKU inherits a starting forecast from its nearest analogue rather than launching blind.
  3. Channel eligibility setWhich distributors, which chains, which store grades. Pricing and scheme architecture applied by tier, not by spreadsheet.
  4. Field enabledReps see the range with talking points and target accounts. Training module assigned and tracked to completion.
  5. Orders openPortal live for all 40 distributors with suggested opening orders based on comparable outlets.
  6. LearningActual sell-through replaces the analogue forecast. Allocation and production plan adjust to where the category is genuinely working.
AI business teams

Not one assistant.
Twelve specialists with narrow jobs.

An agent that can do anything is an agent nobody trusts with anything. Each of these has a defined scope, a data context, an explicit approval boundary and a measurable outcome. Click any agent to see exactly what it does and what it is forbidden from doing.

The paperwork engine

Quotes, proposals, RFPs, contracts.
Assembled by machine. Approved by a person.

Every manufacturer has a small group of expensive people whose week disappears into documents. The work is real, the deadlines are immovable, and almost none of it is creative — it is retrieval, assembly, checking and formatting. That is the exact shape of work a language model does well, provided a human still signs.

Where automation stops, always

These are hard-coded refusals, not settings someone can quietly switch off in year two.

  • No bid, quote or proposal is submitted without a named human approval
  • No contract clause is accepted, waived or signed by an agent
  • No payment is released and no credit note is issued automatically
  • No price goes out below the margin floor without a second approver
  • No customer-facing claim ships without a verifiable source behind it
  • Every automated action is logged with actor, policy, timestamp and a rollback path
Governance, security and the audit trail

An AI layer earns access
by being accountable for it.

Your ERP holds the money, the recipes and the customer list. A layer that reads all of it has to be governed harder than the systems underneath, not more loosely. This is the control set we build in from the first sprint, not the one we retrofit before a security review.

Security layer

The boring controls, done properly and evidenced.

  • Identity and accessSSO through your identity provider, MFA enforced, role and attribute-based access down to the row and the column. Service identities are scoped per integration — never a shared admin credential.
  • EncryptionTLS 1.3 in transit, AES-256 at rest, customer-managed keys where your policy requires them. Secrets in a managed vault with rotation, never in a config file.
  • Network and tenancyPrivate networking to your ERP, no public database endpoints, segmentation between environments, and a single-tenant option where regulation or procurement demands it.
  • Monitoring and responseCentralised logging, anomaly alerting, documented incident response with named owners and rehearsed runbooks.
  • AssuranceBuilt to SOC 2 Trust Services Criteria and ISO/IEC 27001 control families, with evidence collected continuously rather than reconstructed the month before an audit.

AI governance

Because "the model said so" is not a defence.

  • NIST AI Risk Management FrameworkWe run the four functions — Govern, Map, Measure, Manage — as the operating model: an inventory of every model, a risk classification, named decision rights, and a scheduled review.
  • ISO/IEC 42001The certifiable AI management system layered on top of the NIST frame, so one implementation produces evidence for both. This is the pairing most enterprises settled on through 2026.
  • EU AI Act, if you sell into EuropeTransparency obligations bite on 2 August 2026. The Digital Omnibus defers most standalone high-risk obligations to 2 December 2027 and embedded high-risk to 2 August 2028 — but only once published in the Official Journal. We design to the earlier date and let you enjoy the later one.
  • Model documentationEvery model ships with its purpose, training data lineage, known limitations, measured accuracy, drift monitoring and a retirement condition. A model with no stated failure mode is not finished.
  • Human accountabilityEvery automated action carries the person who owns it, the policy that permitted it, and a rollback. Agents draft and recommend; people approve.

Data governance and privacy

Including PHI, where the rules are strictest.

  • HIPAA where health data is in scopeBusiness Associate Agreement, PHI isolated behind its own access boundary, minimum-necessary access enforced in the model rather than in a policy document, and full access logging.
  • The 2026 Security Rule directionThe proposed update — the first since 2013 — would make MFA and encryption required rather than addressable, add network segmentation, and require business associates to verify their technical safeguards every twelve months. Still a proposal as of July 2026; we build to it regardless.
  • Lineage and definitionsEvery figure traces to its source system, its transformation and its refresh time. When two departments disagree, the argument is settled by clicking rather than by meeting.
  • Retention and residencyRetention schedules per data class, defensible deletion, and residency controls where your contracts or GDPR obligations require them.
  • Segregation of dutiesThe person who configures a rule cannot be the only person who approves its output. Enforced in the system, not in the handbook.

Regulatory positions verified July 2026. We are a software studio, not your counsel or your auditor — we build the system that makes an audit survivable and keep your advisers in the loop, but interpretation stays with them.

Regulated, certified and government-facing manufacturing

When the paperwork
is the product.

In controlled and certified categories, documentation is not overhead — it is your licence to sell, your access to government tenders, and your defence in an audit. We build it as data with owners and expiry dates, not as a folder somebody maintains.

Four sectors. Open the one you are in — each is a summary of the actual obligation and what we build against it.

Food and beverage6 obligations · what we build against each FSMA 204 · FDA

The FDA Food Traceability Rule turns recall response from a phone-call exercise into a data obligation with a 24-hour clock on it. Most food manufacturers can technically comply today — by hand, slowly, and only if the right person is not on holiday.

  • FSMA 204 and the Food Traceability ListApplies to anyone who manufactures, processes, packs or holds foods on the FTL — leafy greens, cheeses, shell eggs, nut butters, fresh-cut produce, finfish, crustaceans and ready-to-eat deli salads among them.
  • The deadline moved, the requirement did notThe compliance date was 20 January 2026. FDA proposed a 30-month extension to 20 July 2028, and the November 2025 appropriations act directed FDA not to enforce before that date. The rule itself was not amended — the work is the same, you simply have longer.
  • Key Data Elements at Critical Tracking EventsGrowing, receiving, transforming, creating and shipping each require a defined set of records, tied to a traceability lot code that has to survive every transformation in your plant.
  • The 24-hour testOn request, records must be provided to FDA within 24 hours as an electronic sortable spreadsheet. That single sentence is what defeats a folder-and-spreadsheet approach — it is not a records problem, it is a query problem.
  • Beyond the FDASQF, BRCGS and FSSC 22000 audits, allergen and label control, HACCP plan evidence, supplier approval, and customer-specific specifications all draw on the same lot-level spine.
  • What we buildLot genealogy from raw receipt to despatch, automatic traceability lot code assignment on transformation, the sortable extract generated on demand rather than assembled overnight, mock-recall drills you can run any Tuesday, and shelf-life and allergen logic enforced in the system rather than in someone's memory.
Medical devices, pharma and health-adjacent6 obligations · what we build against each QMSR · Part 11 · HIPAA

February 2026 changed the shape of device quality compliance in the United States, and the systems most manufacturers run were designed against the old shape.

  • QMSR replaced the Quality System RegulationEffective 2 February 2026, the FDA amended 21 CFR Part 820 to incorporate ISO 13485:2016 by reference. FDA also moved to an updated inspection programme, 7382.850, so the way an investigator walks your quality system changed on the same day.
  • What did not changeMedical Device Reporting (Part 803), corrections and removals (806), device tracking (821) and Unique Device Identification (830) are all unchanged and still FDA-specific. ISO 13485 alone does not cover them.
  • 21 CFR Part 11 for electronic recordsSecure, computer-generated, time-stamped audit trails of every create, modify and delete; validated systems; unique-identity electronic signatures; and access control that is enforced rather than documented.
  • AI inside a GxP processIn January 2026 FDA and EMA jointly published guiding principles for good AI practice in drug development — human-centric design, fitness for purpose, and data governance. Any model touching GxP data needs validation and an audit trail of its own decisions, which is a design requirement, not a paragraph in a policy.
  • HIPAA where PHI is involvedIf your product, service or portal touches protected health information, you need a Business Associate Agreement and the safeguards behind it. The proposed 2026 Security Rule update would make multi-factor authentication and encryption required rather than addressable, add network segmentation, and require business associates to verify their technical safeguards annually. It is still a proposal — we design to it anyway, because the direction is not ambiguous.
  • What we buildDevice history records assembled automatically, UDI and labelling data managed as a governed dataset, CAPA and complaint handling with real cycle-time visibility, validated audit trails on every AI-assisted step, and PHI segregated behind its own access boundary with logging that survives an audit.
GFRP rebar and construction materials5 obligations · what we build against each Government tenders

Composite reinforcement sold into public infrastructure lives or dies on approved-product-list status, and that status is a records problem as much as a manufacturing one.

  • ASTM D7957/D7957M-22The specification for solid round GFRP bars for concrete reinforcement. Every lot needs conformance evidence traceable to the batch that shipped.
  • AASHTO PEAS auditManufacturers must meet D7957 with results from AASHTO Product Evaluation & Audit Solutions. Annual evaluation and audit reports reach state DOTs through the DataMine portal.
  • Approved Product ListsQualified manufacturers appear on the MPL and must keep complying to hold approval. Losing the listing removes you from bridge and infrastructure work.
  • State specificationsIndividual DOT material specs add their own thresholds — TxDOT DMS-7335 and Item 440 set a minimum modulus of elasticity of 7,500 ksi for bridge decks.
  • What we buildLot-level test records tied to production batches, certificate generation on shipment, audit-window alerts, and a tender pack assembled on demand instead of over three days.
Cannabis and hemp5 obligations · what we build against each Seed-to-sale

State track-and-trace is not a reporting nicety — it is the condition of your licence, and it reports to the regulator whether your data is right or not.

  • Seed-to-sale traceabilityPlant actions, inventory movements and sales recorded through the state system. Operations send data in daily reports to the regulator.
  • Metrc as state systemMetrc is the official seed-to-sale system for New York licence holders, and licensees including testing labs must complete credentialing, training and integration.
  • Consolidating vendorsBioTrack and Metrc formed BT Government, Inc. in August 2025 to hold BioTrack's government track-and-trace contracts, so regulatory reporting in several states is shifting.
  • Operational realityYour commercial system and the state system must agree every single day. Reconciliation failures are compliance events, not data-quality tickets.
  • What we buildA commercial layer that reconciles to the state system continuously, flags divergence the day it appears, and keeps the audit trail that proves when each record was submitted.
Tobacco and nicotine6 obligations · what we build against each Permit + excise

Two regulators, two clocks. Federal excise on a semimonthly cycle, monthly operational reporting, and a separate product-authorisation regime.

  • TTB permitAnyone intending to manufacture tobacco products must hold a TTB permit. There is no application fee for a manufacturer permit.
  • Monthly reportsA report is due for each month, or part-month of business, no later than the 20th of the following month — filed whether or not any operations occurred.
  • Inventories and recordsTrue and accurate inventories of all tobacco products and processed tobacco on hand, as accounted for under 27 CFR Part 40.
  • Excise taxProducts removed for consumption or sale are taxpaid semimonthly, plus special occupational tax of $500 or $1,000 a year depending on gross receipts.
  • FDA authorisationThe FDA regulates tobacco products under the Tobacco Control Act, with premarket authorisation requirements separate from anything TTB asks for.
  • What we buildProduction and removal data that generates the monthly return and semimonthly tax calculation directly, with inventory reconciliation and a filing calendar that escalates before the 20th, not after.

The pattern underneath all three

Documents as dated records

Every certificate, permit, test result and licence carries an owner, an expiry and an escalation path. Nothing depends on someone remembering.

Batch-level traceability

From raw material lot to the shipment that left the gate, in both directions, fast enough to be useful during a recall rather than after it.

Tender and audit packs

The evidence bundle a government buyer or auditor asks for, assembled on demand from live records.

Submission calendar

Every filing, renewal, audit window and test interval on one calendar with lead-time alerts sized to how long the work actually takes.

Divergence detection

Where a regulator holds a parallel copy of your data, continuous reconciliation catches the mismatch while it is still fixable.

Concession and incentive claims

Government concessions, duty drawback, export incentives and local-content claims need evidence assembled from production data. We generate the pack rather than reconstruct it.

Scope note. We are a software and data studio, not a law firm or a certifying body. We build the systems that keep records complete, current and auditable. Regulatory interpretation stays with your counsel and your certifier — and rules differ by jurisdiction and change often.

The ecosystem — every tier, one truth

From the boardroom to a single store,
and back to the production line.

Seven tiers of people, four sources of data, one canonical model. Signal travels down as instruction and back up as evidence — which is what makes the forecast believable.

Demand, not just supply

A perfect plant
can still lose the shelf.

The same team that builds your data layer runs your demand side, on the same numbers. Brand, content, design, motion, campaign operations, lifecycle email and outbound — measured against orders, not impressions.

  • Brand and design The identity, and every place it has to survive contact with reality.
    • Identity system, logo lockups, colour and type scales
    • Packaging and label artwork per SKU, with print-ready pre-flight
    • Trade show stands, sell sheets, spec sheets, catalogues
    • Sales decks and proposal templates the team can actually edit
    • Design system in Figma, handed over with tokens, not screenshots
  • Content that a buyer can use Technical content for technical buyers. No thought leadership.
    • Product and application pages, spec-led and comparison-led
    • Case studies with real numbers and a named constraint
    • Installation, maintenance and compliance documentation
    • Long-form guides that answer the question a buyer types
    • Translation and regional variants where you sell
  • SEO — classical and AI Findable in a results page and inside an answer.
    • Technical SEO: crawl, index, Core Web Vitals, schema.org
    • Entity and topical authority — what you are, said consistently everywhere
    • Answer-engine visibility across ChatGPT, Perplexity, Claude, Gemini and AI Overviews
    • Comparison and alternative pages, because that is what gets cited
    • Third-party corroboration: directories, review sites, trade press, Wikipedia-grade sourcing
  • Motion and animation Manufacturing is easier to show than to describe.
    • Product explainers and process animations
    • Machine and assembly walkthroughs in 3D
    • Short-form vertical cuts for social from the same master
    • Motion system for UI — the app and the brand move the same way
    • Trade show loops and reception screens
  • Omni-channel campaign operations One calendar, every channel, one set of numbers.
    • Quarterly campaign plan tied to your production and launch calendar
    • Scheduling and publishing across LinkedIn, YouTube, Meta, Instagram, X, TikTok
    • Paid search, paid social and retargeting with capped, reviewed budgets
    • Trade press, distributor co-marketing and channel enablement kits
    • UTM discipline and one attribution model everyone agrees on
  • Email, lifecycle and outbound Including cold — done properly, so it still lands in a year.
    • Lifecycle programmes: onboarding, reorder, win-back, quote follow-up
    • Newsletters and product announcements on a real schedule
    • Cold outbound: list build, verification, warm-up, sequencing, reply handling
    • Deliverability engineering — SPF, DKIM, DMARC, domain separation, volume ramps
    • CRM hygiene and handover rules so leads do not die in an inbox

Where we run it

  • Search and answer engines GoogleBingAI OverviewsChatGPTPerplexityClaudeGeminiCopilot
  • Social and video LinkedInYouTubeInstagramMetaXTikTokReddit
  • Direct EmailSMSWhatsAppCold outboundWebinarsDirect mail
  • Trade and channel Trade pressDistributor co-marketingTrade showsIndustry directoriesReview sites

Channel names are set in type rather than as logos — we do not reproduce other companies' marks, and a wordmark says the same thing without implying an endorsement.

Being found inside an AI answer

Buyers increasingly ask an assistant before they open a search page, and an assistant returns one answer with two or three sources rather than ten blue links. The uncomfortable part for anyone who has spent a decade on SEO: ranking and being cited are now different games. Roughly 83% of AI Overview citations come from pages outside the organic top ten, and a meaningful share of the most-cited pages in ChatGPT have no organic visibility at all.

  • 01Freshness, measurably. Recently updated pages appear around 4.3× more often in AI answers, and roughly 85% of AI Overview citations were published within the last two years. A page you have not touched since 2023 is invisible whatever it ranks.
  • 02Unambiguous entity data — one name, one address, one description, everywhere, marked up in schema.org and matching your third-party listings. Assistants resolve entities before they resolve pages.
  • 03Corroboration off your own domain. Community and third-party platforms account for over half of citations across ChatGPT, Perplexity and AI Overviews combined — an assistant weights what others say about you far above what you say about yourself.
  • 04Statistics, direct quotations and named sources in the body text. The peer-reviewed GEO work out of Princeton, Georgia Tech, the Allen Institute and IIT Delhi found those three lift citation rates measurably. It is the same discipline as this page: put the number and its source in the sentence.
  • 05Crawler access, checked rather than assumed. GPTBot is the most-blocked AI crawler on the web, and most robots.txt files block at least one agent by accident — often the citation bots that actually send traffic.
  • 06Pages that answer a comparison or alternative question completely, because those are the queries assistants cite rather than summarise.
The llms.txt fileMeasured at roughly 0.1% of AI crawler traffic. We ship one because it costs nothing, and we tell you not to count on it. Anyone selling llms.txt as an AI SEO strategy is selling you a text file.
The trade-off nobody mentionsCrawl-to-referral ratios are brutal and they differ by bot. Google historically sat near 5 pages crawled per visitor sent. Through 2026, Perplexity ran around 111:1, GPTBot over 1,000:1 and ClaudeBot into the tens of thousands. Blanket-allowing everything is a bandwidth decision as much as a marketing one — which is why the emerging consensus is to allow the search and citation agents that attribute, and to decide about the training-only crawlers on purpose rather than by omission.

What lands, and when

Pick a rhythm to see the volume behind it. These are the numbers we run for an industrial manufacturer with one marketing lead and us behind them — not agency maximums designed to justify a retainer.

How we run it — and what we refuse to do

  • Measure to qualified pipeline and orders. Impressions and followers are diagnostics, never targets.
  • One source of truth: campaign data lands in the same warehouse as sales and production, so marketing spend and factory output sit in one model.
  • Own the audience. Email list and first-party data are assets; a social following is rented.
  • Publish fewer, better pages. Twenty pages that answer a real buying question beat two hundred that do not.
  • Separate the cold-outbound domain from the corporate one, always. One bad campaign should never take your invoicing email down with it.
  • Every asset ships with its source file and its rights cleared, so you are never held hostage by a folder you cannot open.
  • No bought lists, no scraped contacts without a lawful basis, no CAN-SPAM or GDPR grey areas. It is not worth your domain reputation.
  • No AI-generated filler published under your name. Machine assistance in the process, human accountability on the page.
  • No vanity dashboards. If a chart cannot change a decision, it does not go in the report.
  • No engagement-bait or invented urgency. Industrial buyers have long memories and small industries.
What clients say

The quotes that matter
are the ones about the second year.

Anyone can be pleased at go-live. The test is whether the thing still gets opened, still gets trusted, and still gets funded twelve months later.

  • Sample — awaiting client approval
    We stopped arguing about whose number was right and started arguing about what to do. That took about six weeks and it changed how the Monday meeting runs.
    VP OperationsBuilding products · $400M revenue
  • Sample — awaiting client approval
    The forecast is not perfect. What changed is that it now tells us how wrong it might be, so we plan the range instead of pretending the number is the truth.
    Director of Supply ChainFood and beverage · 3 plants
  • Sample — awaiting client approval
    We kept the ERP. That was the part I did not believe until it happened — nobody on the floor had to learn a new screen.
    CFOIndustrial components · family owned
  • Sample — awaiting client approval
    Two of our distributors were sitting on stock they were never going to move. We could see it in week three. That one report paid for the build.
    Chief Commercial OfficerConsumer durables · US and Canada
  • 2005Building software since
  • 150+Engagements delivered
  • 6Industries served
  • Plano, TXWhere we are

Placeholder quotes and blank client marks. We do not publish a client name, logo or quote without written approval — swap the strings and the sample chips disappear.

Questions a manufacturer should ask

Including the awkward ones
about our own numbers.

Filter by what you came here for. Every answer stays on the page whichever filter is on, so you can search the lot with ctrl-F — and so can the assistants your buyers ask.

What exactly is an “AI layer on top of the ERP”?

AI layer

A separate application that reads your ERP, CRM and operational systems continuously, holds its own governed data model, and produces forecasts, exceptions and recommended actions. It writes back only through supported interfaces, and only when a person approves. Your ERP keeps doing what it is good at — being the system of record. The layer does the part the ERP was never designed for: deciding what happens next.

How is this different from our ERP vendor’s own AI module?

AI layer

Three ways. It sees data your ERP cannot — EPOS feeds, distributor sell-through, telematics, spreadsheets that never made it into a system. It is priced as a build rather than per seat, so it does not get more expensive as you grow. And you own it, which means the model logic, the thresholds and the definitions are yours to change without raising a ticket.

What does the layer actually change on a Monday morning?

AI layer

The meeting stops being an argument about whose number is right. Exceptions are already ranked by money, each one carries a drafted action with its expected value, and the person who owns it is named. The measure of success is boring: fewer meetings about data, more decisions per meeting.

Do we have to replace our ERP?

ERP

No, and usually you should not. Your ERP is the system of record and it is good at that. We read from it, never modify its core, and build the prediction, AI and reporting layer alongside — so your upgrade path stays clean. Replacing the ERP only makes sense when its licence cost has outgrown its usefulness, and even then we would move you to an open-source foundation rather than another seat contract.

Can you build this with no ERP or CRM at all?

ERP

Yes. If your processes live in spreadsheets, email and a legacy database, we can build the canonical data model first and put purpose-built applications on top of it. An open-source foundation such as ERPNext or Odoo Community covers the transactional ledger with zero licence fee, and everything above it is yours. That path costs more up front and nothing per seat afterwards.

Which ERPs do you work with?

ERP

SAP, Oracle, Dynamics 365, NetSuite, Infor, Epicor, Acumatica, Sage, Odoo and ERPNext are the ones we see most, plus the industry-specific systems that never appear on a vendor list. The integration route matters more than the badge: if it has an API, a database we can read, a scheduled export or an EDI feed, we can work with it. We have yet to meet a system we could not read.

What happens when we upgrade the ERP?

ERP

Nothing breaks, because the layer talks to it through documented interfaces rather than reaching into its tables. That isolation is one of the strongest arguments for building above rather than inside: a vendor upgrade becomes a compatibility check instead of a re-implementation.

Where does the CRM fit in all this?

CRM

As a source and a destination. We read pipeline, accounts, activity and quotes; we write back scores, next best actions and suggested orders so the rep sees them where they already work. Salesforce, HubSpot, Zoho, Pipedrive and Dynamics all support this properly. Nobody is asked to learn a second system to get the benefit.

Our CRM data is half-empty. Does that block this?

CRM

It limits what the commercial models can say, and we will tell you which ones. In practice the fix is not a data-entry campaign — it is removing the reasons the data was never entered. Auto-capture from email and calendar, suggested orders that pre-fill the record, and enrichment against external sources do more for CRM hygiene than any amount of asking.

Our data is a mess. Is this even possible?

Data orchestration

It is the normal starting condition, and it is why the first two weeks are a data reality check rather than a design sprint. We profile every source, reconcile the SKU master against what actually ships, quantify the gaps, and tell you which decisions are supportable today and which need instrumentation first. AI applied to bad data produces confident wrong answers, so we fix the foundation before building on it.

How fresh does our data need to be?

Data orchestration

Only as fresh as the fastest decision it supports. Streaming a monthly planning input is spend without return; running a stock-out alert off last month’s extract is negligence. We map each decision to a cadence — monthly, weekly, daily, hourly or live — and instrument to that. Most manufacturers need three of the five, not all of them.

What is a semantic model and why do we need one?

Data orchestration

One place where “active SKU”, “active outlet”, “on-time”, “margin” and “lead time” are defined, and one grain — SKU by location by day — that every dashboard, report and AI answer resolves against. Without it, two departments quote two numbers and the meeting becomes an argument about data lineage. We have seen a single definition gap — 60-day versus 90-day active outlet — account for a 214-outlet disagreement about coverage.

Where does the data live?

Data orchestration

Your cloud account, your region, under your policies — AWS, Azure or GCP. We build in your tenancy rather than ours so there is no vendor to leave and no data to extract if you ever part company with us. Single-tenant deployment where regulation or procurement requires it.

Can we keep Power BI?

Data visualisation

Yes, and most clients do. Power BI is a good presentation layer — the problem is usually what sits behind it. We build the governed model underneath, so Power BI, Tableau, Looker and the applications we build all read the same certified numbers. What changes is that the report stops disagreeing with the other report.

How is this different from just buying better dashboards?

Data visualisation

A dashboard hands you a figure and leaves. Every view we build carries four things a dashboard does not: what the number will be, how confident that is, what is driving it, and the action that changes it — with a button. If a chart cannot change a decision, we do not ship it.

Do all roles get the same charts?

Data visualisation

No, and that is deliberate. Finance argues in margin bridges and ageing buckets; operations argues in constraint grids and OEE; logistics argues in cost per mile and lane performance; retail argues in on-shelf availability by SKU and like-for-like. Same model underneath, a different surface and a different argument per role.

What do the AI agents actually do?

AI agents

Each is a narrow specialist that watches one thing continuously and drafts one kind of action. The finance agent generates and sends invoices on delivery confirmation, chases overdue payment, matches remittances and forecasts 13-week cash. The route agent consolidates loads. The compliance agent tracks certificate expiry. Twelve of them, each with a stated job, a data context, a measured metric and a hard guardrail.

What can an agent never do?

AI agents

Release a payment, write off a balance, accept or waive a contract clause, submit a bid, or send a price below your margin floor. Those are hard-coded refusals rather than settings someone can quietly switch off in year two. Agents draft and recommend; people approve. Every automated action is logged with actor, policy, timestamp and a rollback path.

What stops the AI making things up?

AI agents

Choosing the right tool for each job. Forecasting and scheduling use statistical models and constraint solvers, not language models — a solver cannot invent a machine that does not exist. Language models are used where language is the task: drafting a document, summarising a thread, answering a question over governed data. And the assistant on this page refuses to guess rather than improvising an answer.

What does the architecture actually look like?

Architecture

Seven layers: your existing sources, orchestration, the data platform and semantic model, the intelligence layer split between ML and Gen-AI, an API and action layer, the consumer layer for every front end, and design and research orchestration around all of it. There is a full diagram on this page, and you can download it as an SVG for your own architecture review.

How do you connect to our systems?

Architecture

REST and GraphQL APIs, native connectors, EDI and flat files, change data capture, webhooks and events, over a private link where required. We choose the least invasive route that meets the freshness the decision needs — and never the one that requires direct writes into a vendor’s tables.

What front ends can it feed?

Architecture

Because everything is API-first, the front end is a choice rather than a constraint: web for the office, tablet for the plant floor and warehouse, mobile for reps and drivers with offline-first sync, a permission-scoped portal for distributors and customers, your existing BI tool, a chat assistant, and embedded views inside the ERP or CRM screens people already use.

Does it scale as we grow?

Architecture

The cost curve is the point. Licences grow with headcount forever; a build grows with data volume, which is far cheaper and far more predictable. Adding a plant, a territory or forty users changes your infrastructure bill by a small amount and your licence bill by nothing, because there is no licence.

Why would a data studio also do our marketing?

Marketing & SEO

Because the two arguments are the same argument. What the factory can make and what the market is being told are usually managed by different people with different numbers, which is how you end up promoting a line you cannot supply. Same team, same model, one calendar tied to your production plan.

What is “AI SEO” and is it real?

Marketing & SEO

Being cited inside an assistant’s answer rather than only ranking on a results page — and the two are now genuinely different games. Around 83% of AI Overview citations come from pages outside the organic top ten. What moves it, in order: freshness (recently updated pages appear roughly 4.3× more often, and about 85% of AI Overview citations are under two years old), unambiguous entity data in schema.org that matches your third-party listings, corroboration off your own domain (community and third-party platforms carry over half of all citations), statistics and named sources in the body text, and crawler access you have actually checked rather than assumed.

Should we add an llms.txt file?

Marketing & SEO

We ship one because it costs nothing, and we tell you not to count on it — measured traffic from llms.txt is around 0.1% of AI crawler activity. The decision that actually matters is which crawlers you allow. Crawl-to-referral ratios differ by orders of magnitude: Google historically sat near 5 pages crawled per visitor sent, Perplexity around 111:1, GPTBot over 1,000:1 and ClaudeBot into the tens of thousands. Allow the agents that cite and attribute; decide about the training-only crawlers deliberately rather than by leaving a default in place.

How much content does this actually take?

Marketing & SEO

Less than agencies quote and more than most manufacturers do. Roughly 3–5 LinkedIn posts and one email a week, 4–8 substantial pages a month, a mini-refresh of anything important every 60–90 days, and one master video shoot per month cut into six to ten derivatives. There is a full cadence table on this page with the benchmarks it is drawn from.

How do you handle security and approvals?

Security & governance

Role-based access at the data layer, not as a UI filter — every query is shaped by the user’s permission context, so a rep cannot reach another territory even through an API. SSO with MFA, encryption in transit and at rest, private networking to your ERP, and an audit trail on every automated action. Built to SOC 2 and ISO 27001 control families with evidence collected continuously.

How do you govern the AI itself?

Security & governance

NIST AI Risk Management Framework as the operating model — Govern, Map, Measure, Manage — with ISO/IEC 42001 as the certifiable management system on top, so one implementation produces evidence for both. Every model ships with its purpose, data lineage, known limitations, measured accuracy, drift monitoring and a retirement condition. A model with no stated failure mode is not finished.

We are in a regulated category. Can you handle the records?

Security & governance

It is a large part of what we build. FSMA 204 traceability with the 24-hour sortable extract, FDA QMSR and ISO 13485 records, 21 CFR Part 11 audit trails, HIPAA controls and a BAA where PHI is in scope, TTB and Metrc filings, ASTM and AASHTO conformance packs. We build the system that makes an audit survivable — interpretation stays with your counsel and your certifier.

Does the EU AI Act affect us?

Security & governance

Only if you sell into Europe. Transparency obligations apply from 2 August 2026; the Digital Omnibus defers most standalone high-risk obligations to 2 December 2027 and embedded high-risk to 2 August 2028, but only once published in the Official Journal. We design to the earlier date and let you enjoy the later one.

How long before we see something real?

Working with us

Four to six weeks for the first working decision, with a measured baseline and a measured delta. Not a slide deck — a thing someone opens on a Monday that changes what they do that week. Full first release in 8–12 weeks. Anything quoted faster than that is either trivial or untrue.

Who owns what we build?

Working with us

You do. Schema, pipelines, models, prompts, dashboards and source code — plus the Figma files, the design system and the research. It is delivered in your repositories and your cloud account, and it keeps working if you never speak to us again. That is the practical difference between owning software and renting it.

The savings in your table look large. Are they real?

Working with us

The licence figures are published 2026 list prices with sources, applied to headcounts you set yourself — so change the inputs and watch the answer change. They exclude implementation services, and enterprise vendors discount heavily off list. At low seat counts the calculator will tell you licensing is genuinely cheaper, because that is sometimes true and you would find out anyway.

Can we start with one thing rather than all five pillars?

Working with us

Most clients do, and we would push you toward it. One pillar, one measurable decision, one number that moves. The catalogue on this page is the full menu, not a mandatory scope — the sequence that works is: prove it in one area, then let that fund the next.

Start with a data reality check

Tell us about the plant

Book a data reality check.

We respond within one business day. No spam, ever.

Sources

Every price and statistic on this page, in one place. Checked 2026-08-04. Software pricing moves — if a figure looks stale, it probably is, and we would rather you tell us.