Use Case Selection
Look at repetitive work and decisions delayed by scattered data. Compare use cases against effort, data access and payback, then choose a manageable starting point with a measurable result.
LOWER MIDDLE MARKET
AI advantage for the business you built.
We provide AI consulting for mid-sized businesses and owner-led companies, turning ERP data, email and documents into working systems your team can use and run.
01 / The situation
You built the business on judgment. Your data is still in spreadsheets.
Reporting takes a morning, quotes sit in an inbox and someone chases every overdue invoice. The information exists, but making it useful depends on the same few people.
You do not need a company-wide technology overhaul to begin. We focus on one or two use cases with a clear business owner, accessible data and a plausible payback before widening the scope.
02 / What we do
AI implementation for business owners, starting with the work.
We work on your existing systems with the people who know the business. The aim is a process your team can manage, with clear checks and ownership.
Implementation
Build the dashboard, workflow or agent around approved access to your ERP, email and documents. We test it on the exceptions your team sees, with review points before information changes a record or reaches a customer.
Adoption
Practice with the people who quote, collect, purchase and serve customers. Your team learns how to use the workflow, check its output and handle a failure, with an internal owner responsible for keeping the process useful.
Value realization
Measure the original bottleneck again: reporting hours, first-response time, overdue balances or work processed. We distinguish a useful dashboard from a better decision and help you focus further investment on the changes that pay back.
03 / Use cases
Where AI goes to work.
Real-time reporting on a legacy ERP.
ERP sales, inventory and receivables data become current dashboards, replacing repeated spreadsheet preparation for operating decisions.
Quote and RFQ triage.
Inbound emails, specifications and customer history become prioritized requests so your team can respond to valuable work sooner.
AR and collections follow-up.
Invoice records, payment history and correspondence become a prioritized collections queue with follow-up drafts for review.
Inventory and purchasing signals.
Stock, demand and purchase-order data become exception signals for buyers deciding what to replenish or investigate.
Customer service email handling.
Customer emails and approved business records become routed requests and draft responses, reducing time spent sorting the inbox.
Document processing into your systems.
Orders, invoices and supplier documents become checked structured records, reducing rekeying before data enters your operating systems.
04 / Selected work
Working systems. Measured outcomes.
Case 01
$20M industrial distributor · Build + analytics
Real-time inventory and cash from a legacy ERP.
Replaced manual reporting from a legacy ERP with real-time dashboards for a $20M industrial distributor. Inventory, receivables and operating data became usable in daily decisions instead of waiting in spreadsheets. More than 15 hours of manual reporting a week were removed, and the team became self-sufficient within weeks.
15+ hrs / week
Manual reporting replaced
Real-time
Inventory and AR visibility
Case 02
$15M IT services firm · Workflow automation
Priority quotes reach the right person sooner.
Built AI triage for inbound requests for quotation at a $15M IT services firm. Incoming RFQs were organized so priority requests could receive attention without waiting in an undifferentiated queue. Time to first response on priority RFQs moved from hours to minutes, giving the team a more useful starting point for customer follow-up.
Hours → minutes
First response on priority RFQs
Inbound RFQs
AI triage in daily work
Bring to life your use cases.
Let's discuss your ideas and questions about deploying AI for profitability and growth in your organization.
Book 30 minutes.
Meet privately with one of our senior team members to discuss your ideas and questions.
AI opportunity assessment.
Take the 2-minute quiz to get a shortlist of use cases to consider for your business.
Or email us at [email protected]
