Work from the records your team uses
Start with the emails, spreadsheets, and system records behind the task. We agree which samples to use, how to share them, and who has access before the project starts.
How we work - From recurring task to working solution.
We work with the people handling the quotes, orders, and follow-ups. Together we choose the task, build a first version, measure the difference, and put it into daily use.
01 · Free workflow conversation
Map the workflow
Show us where the work piles up: the inbox, the spreadsheet, the quote screen, or the daily status chase.
You receive: A clear starting point, the people to involve, and a plan for testing the improvement.
02 · Paid validation
Build and test the first version
We build a working prototype from your samples and test it with the people who do the job. We agree the scope, fixed fee, and success measures up front.
You receive: A working prototype, a report showing accuracy and time saved, the exceptions to resolve, and a recommendation for the next step.
03 · Production pilot
Put it to work
Connect the workflow to your systems, train a small group, and review real work together before expanding to the team.
You receive: A live workflow with monitoring, a named owner, and a guide your team can use. We scope and price the pilot after validation.
04 · Ongoing support
Keep it running well
Keep sources current, review recurring exceptions, and improve the workflow as your business changes.
You receive: A support plan with named responsibilities, response times, and a clear route for requesting changes.
What makes the work hold up in daily use
Test with the people doing the job
Your sales lead, buyer, or operations owner reviews the first version with us. We test everyday work and awkward exceptions, then compare time, accuracy, and rework with the current process.
Make exceptions easy to resolve
A missing unit needs a customer question. A conflicting specification needs a product expert. We put the source, the reason for the flag, and the next action together so the right person can move the work forward.
Roll out with a small group first
We connect the workflow to your systems, train the first users, and review live work together. Monitoring shows what completed, what needs attention, and who owns the next step. The team keeps a clear path to the existing process when needed.
Leave your team able to run it
Handover includes the workflow, account and source-code ownership details, setup instructions, and a guide for handling common issues. A named person on your team owns the process after launch.
Keep improving after launch
We agree a support plan for maintenance, source updates, exception reviews, and improvements. You know who to contact, the response times, and how changes are prioritized.
Your team knows the exceptions. We build that knowledge in.
Customer part numbers, pack quantities, fixed-price agreements, and supplier date changes are part of the job. We work through those details with your team and make them part of the matching, validation, and review process. That is how a useful demo becomes a tool people rely on.
Questions before starting
Do we need to replace our ERP?
We build around the ERP you already use. During scoping, we check your version, permissions, and available APIs or import options, then choose the right connection. Many projects start with an export or a draft that your team can review before importing.
What if our existing software already does this?
Then using it may be the best answer. We check native features and existing licenses before recommending another platform or a custom build. The work may be configuration, data cleanup, integration, or a better process.
Can the AI change prices or send orders on its own?
Your team approves product choices, pricing changes, and customer commitments. We build the preparation, checks, and review steps around those decisions. The project scope defines which actions the software takes and where a person approves the next step.
What data do you need, and how is it handled?
Start with a description of the workflow. For a project, we agree the sample records, sharing method, access, and retention before you send files. The free Missed Price Checker processes files locally in your browser. The RFQ Review Kit includes an offline workbook for your own requests.
What does a first project cost?
We agree a fixed fee, deliverables, and success measures before starting. An RFQ validation project includes a working prototype, a report on time and accuracy, and a recommendation for rollout. We scope and price the production pilot and ongoing support separately. Pricing investigations start with the 10-Day Pricing & Cost Check.
What happens if you’re not around?
The handover includes source code, account ownership, setup instructions, and a guide to handling failures or using the existing process. We name an owner on your team and agree who handles incidents before launch. Your support plan sets response times, backup coverage, and ongoing maintenance.
Who owns the workflow after launch?
We agree ownership, accounts, licenses, and responsibilities in the project scope. Handover gives your named owner the documentation and access needed to run the workflow. An ongoing support plan covers monitoring, maintenance, and future improvements.
Let’s start with one thing.
Give your team more time for the work that needs them.
Show us the quoting, order-entry, or follow-up work that keeps piling up. We’ll map it with you and find a practical place to start.
Start with a free workflow conversation with Alex.