Job shop, process, OEM, contract. We build the quoting, quality, and supplier workflows that keep your operations team out of email and on the floor.
30+ named workflow automations across discrete, process, OEM, and contract manufacturing
Each card opens a playbook built for a firm shaped like yours — with real workflows and a number on the outcome.
Custom or low-volume / high-mix manufacturer. Quote → engineering → production → ship. Quote turnaround is the competitive moat.
$1.5-3M of additional bookings + $200-400k of recovered estimator capacity.
Batch / continuous process manufacturer (food, chemical, pharma-adjacent, materials). Recipe-driven. QC + traceability + regulatory are non-negotiable.
~$300-600k/yr in saved labor + on-time delivery improvements.
Manufacturer of finished goods sold under their own brand. Production planning + demand sensing + channel coordination is the work.
$1-3M of additional captured revenue + working capital benefits.
Manufacturing for outside brands. Customer + product mix is wide. Customer onboarding + change-control + per-customer QA is the operational spine.
$400-800k of accelerated revenue + capacity to take 50% more new customers.
You know what's broken. Here are the parts the system can run without you.
You bought best-of-breed in each surface. Now data lives in 5 systems and none of them agree — so service, sales, and scheduling all run on manual reconciliation. AI is the connective tissue that pulls real-time visibility across all of them.
Scheduling across seasonal product lines plus contract work is a constant juggling act done largely by hand. When demand spikes, it's rushed runs; when it doesn't, idle capacity. Both cost real money, and both improve the moment clean demand data feeds the schedule.
First quote in wins ~30% more often. Most shops take days. AI compresses to hours without sacrificing accuracy.
Customers want 'where's my order?' AI auto-pushes status from MES events; calls to CS drop 50-70%.
Batch records, COAs, traceability, assembled by hand because the systems don't generate them automatically. AI does the assembly; QC reviews.
Most shops find out about vendor delivery problems when the part doesn't show up. AI monitors vendor commitments + ATP signals proactively.
Named workflows, not categories. Expand a group to see exactly what each one does and where it slots into your stack.
From RFQ to signed PO without estimators starting from a blank page.
RFQ triage & routing
LiveInbound RFQs auto-classified by part family + complexity, routed to the right estimator with prior similar quotes surfaced.
Quote drafter (with prior-similar reference)
LiveFrom RFQ + similar prior quotes + current vendor pricing + standard margin, drafts a quote response queued for estimator review.
Quote follow-up sequence
LiveAfter a quote is sent, scheduled follow-ups happen automatically (3 days, 7 days, 14 days) until customer responds.
PO acknowledgement & order setup
LiveCustomer PO arrives → parsed → matched to quote → order created in ERP → acknowledgement sent.
Demand-driven planning with real-time channel signals.
Multi-channel demand sensing
LiveNormalizes channel data (POS, distributor, Amazon, DTC, B2B) into unified demand per SKU; surfaces leading indicators 2-4 weeks ahead.
Forecast auto-refresher
LiveUpdates rolling forecast daily as new channel data arrives; surfaces variance for review.
Production plan drafter
LiveDrafts the next-period production plan from forecast + capacity + ATP; queued for plant manager review.
Channel allocation decision surface
LiveWhen capacity is constrained, surfaces channel-specific allocation decisions (which customer gets the constrained inventory) for sales-ops review.
Seasonal scheduling copilot
LiveFor plants juggling seasonal brands plus contract work: drafts the weekly schedule from demand signals, committed contract runs, changeover costs, and labor availability — so the scheduler reviews a plan instead of building one from scratch.
Self-service status visibility cuts CS load 50-70%.
Customer order status push
LiveOrder status events from MES (in production, in QC, packaged, shipped, delivered) auto-pushed to customer via their preferred channel.
Customer FAQ assistant
LiveWeb chat / SMS / email AI assistant handling common 'where's my order?', spec questions, lead time inquiries; escalates anything sensitive.
FAQ-grounded inbox drafting
LiveProduct how-tos, application questions, and anything your FAQs already answer get a reply auto-drafted from your actual help content and queued for one-click approval. Teams spending 1-2 hours/person/day on repetitive inbox work get most of it back.
Expedite request workflow
Ready on engagementCustomer expedite request → system surfaces feasibility (capacity / inventory / vendor lead time) + proposed expedite fee → CS confirms with customer.
Customer-specific reporting cadence
LivePer-customer monthly performance reports (on-time, quality, ship volume) drafted automatically and queued for account manager review.
QC + compliance + traceability assembled in real-time, not after the fact.
Batch record assembler
LiveProcess: assembles batch records from MES + LIMS + operator tablets in real-time, surfaces missing data immediately.
COA generator per shipment
LiveProcess: generates customer-specific COA from underlying batch QC data in customer's required format; queued for QA review.
QC disposition workflow
LiveDiscrete: failed-QC parts trigger structured disposition workflow (rework / scrap / use-as-is / vendor return) with documented decision and approver.
Recall trace simulator
LiveProcess: assembles full traceability for any lot in seconds (incoming ingredient lots → batch → finished goods → shipments). Used for customer audits + internal recall sims.
Process anomaly detector
LiveProcess: surfaces out-of-spec readings, unusual ingredient consumption, yield variance in real-time so production responds before yield is lost.
Proactive vendor risk surface + standardized PO + receiving workflows.
Vendor delivery risk monitor
LiveMonitors PO commitments + vendor confirmation + carrier tracking; surfaces at-risk deliveries 5-10 days before missed receipt.
Vendor lot validator
LiveProcess: incoming ingredient lots checked against vendor COA + required specifications; rejects flagged for QA review before put-away.
PO change-control workflow
LiveCustomer-driven PO changes (qty, delivery, spec) flow through structured change control with approver routing + downstream impact analysis.
Vendor performance tracker
LivePer-vendor on-time, quality, and pricing performance tracked continuously; surfaces underperforming vendors for sourcing review.
Compressing the new-customer ramp.
Customer onboarding orchestrator
LiveCMO: new customer signed → 8-12 phase onboarding workflow with auto-generated documents and chase-on-deadline.
Change order workflow
LiveCMO: customer-initiated formula / packaging / label changes flow through structured change control with regulatory + production impact assessment.
Audit prep packet assembler
LiveCMO: customer audit scheduled → packet assembled from prior audits + intervening change orders + current operations data.
Customer-specific traceability
LiveCMO: any customer's product line traceable in seconds from raw ingredient through finished shipment.
We ship in phases, each with a measurable success criterion before the next phase begins.
Weeks 1-4
By end of Phase 1, quote turnaround drops 50%+, customer 'where's my order' calls drop 30%+, and the team has unified cross-system visibility for the first time.
Weeks 5-12
By end of Phase 2, COAs ship within 5 minutes of QA review, batch records assemble in real-time, and recall traceability is a 30-second query.
Weeks 13-20
By end of Phase 3, forecast accuracy improves 30-50% and stockouts decrease similarly while safety stock requirements drop.
Weeks 21-26
By end of Phase 4, new customer onboarding compresses 30-50%, customer service load drops 50-70%, and vendor performance is continuously visible.
AI handles the structured workflow + document assembly. Humans decide anything that affects production safety, quality release, or regulatory submission.
Electronic records of batch production must meet Part 11 standards (electronic signatures, audit trail, system access controls).
Boundary: AI never electronically signs a batch record. Always a qualified human.
Food manufacturers operate under multiple overlapping regulatory + customer-required schemes for food safety + traceability.
Quality management certifications carry document control + corrective action + traceability requirements.
Customer brands (especially in pharma-adjacent and electronics CMO) increasingly require SOC 2.
Real, measurable pilots with explicit success criteria, so the answer at the end is "yes, kept" or "no, scrapped" — not "maybe."
Fixed-fee, 2-4 week assessment: we go deep on your data, your inboxes, and your production scheduling workflow.
Success criteria
Pick one estimator's RFQ stream for 60 days.
Success criteria
Pick 1 product line for 60 days.
Success criteria
Your systems of record stay. We plug into them and become the connective tissue between the tools you already pay for.
Tell us your plant size, primary type (discrete / process / OEM / contract), and the cross-system workflow that costs you the most time. We'll come back with a written map of which 5-7 automations matter first and what the first 90 days would change.