We learn how the work really runs, find what it costs you, and ship the first automation inside a month. Then the next one.
This is the order-to-cash path of a real distributor we audited. Every cobalt mark is a leak we found in two days on site.
Quotes, POs, and timesheets typed twice between systems that never learned to talk. The fix is a connection and a match rule, not a platform.
Receipts and pick lists on paper, errors found at the customer. A scan-to-confirm tool on the forklift tablet catches them at the shelf.
The owner is the bottleneck over a threshold. Encode the rule once; only the exceptions reach a human.
ERP, CRM, and four spreadsheets each holding a version of inventory. One nightly reconcile, one source of truth.
All four are custom AI solutions: agents and scheduled jobs doing the work inside the client's own systems, handed over running.
PO, receipt, and invoice matched by hand across two systems. Now it runs nightly and flags only the 4% that need eyes.
Dispatch lived in one person's head. The board knows every tech, every truck, and every open job in one view.
ERP, CRM, and four spreadsheets each held a version of inventory. One sync; month-end closes in a day.
Paper pick lists, errors found on delivery. A scan-to-confirm tool on the forklift tablet catches them where they happen.
The model is forward-deployed engineering — an FDE. One engineer inside your operation, reporting to whoever runs it, owning the problem until the number moves.
Two days on site, at every location the work runs through. We ask leadership what they want, then ask the floor what actually happens.
One problem, one number we will move. Scope fits in a paragraph or we cut it.
Monday plan, Friday review. Every commit is in your GitHub, every decision in your Slack.
Monitored in production. Your team trained. We stay until the number holds.
Found the receipt backlog in the first hour. It was in a drawer.
Forty techs scheduled from a whiteboard and a very good memory.
Six spreadsheets of inventory, one circled column that was always wrong.
1,400 approvals went through one person's inbox. One simple rule cleared 91% of them automatically.
What re-entering data between systems really costs per year, and the fix that removed it.
Why the busiest week of the year broke the dispatch board, and what replaced it.
Most businesses buy tools first and find the problem later. Doing it in the other order costs less.
The Leak Score is a self-serve tool: ten questions about how your operation runs, and a first number on what it's leaking every week.
