Order entry
- Today
- PDF and email orders retyped into the ERP.
- Built
- Orders read, checked and entered for a rep to release.
Target: same-day entry
Operations and supply chain
Enter today’s orders today, and see a stockout before it costs you a sale.
We automate order entry, purchasing and dispatch in your ERP, and size every build by payback and margin protected.
A partner, not a sales rep, reads every request and replies within two business days.
A written plan, ranked by payback
| Workflow | Built to | Payback |
|---|---|---|
| Order entry | Same-day entry | 2 mo |
| Reorder suggestions | Daily, not weekly | 4 mo |
| Vendor onboarding | 1 hr per vendor, not 6 | 5 mo |
| Dispatch and shipping docs | 20 min a day, not 2 hrs | 6 mo |
Our team’s experience includes
- The Walt Disney Company
- Electronic Arts
- Amazon
- J.P. Morgan
- LiveRamp
- Yahoo
- Overture
Why afternoon orders slip to tomorrow
- Orders arrive as PDFs and get retyped.Anything after 2 p.m. waits for tomorrow.
- Reorders come from a stale spreadsheet.You find the stockout when a customer calls.
- POs and schedules are built by hand.Mornings go to copying data between systems.
What we automate first
We start where the payback is fastest.
Inventory and reorder planning
- Today
- Reorders from last month’s spreadsheet.
- Built
- Daily suggestions from sales, lead times and open POs.
Target: fewer stockouts with less cash tied up in stock
Purchasing and vendor onboarding
- Today
- POs typed by hand and vendors set up by email.
- Built
- POs drafted for the buyer and vendor forms checked.
Target: 1 hour per vendor, not 6
Dispatch and shipping paperwork
- Today
- Routes and bills of lading built by hand.
- Built
- Drafts ready for the dispatcher to approve.
Target: 20 minutes a day, not 2 hours
Example builds
What we would build for a business like yours
Example build: a building-products distributor’s order entry
- About $25M revenue
- About 120 emailed POs a day
- PDF, Excel and email
Today
- Two reps retype every PO, about 5 hours a day each.
- Orders that arrive in the afternoon slip to tomorrow.
Where your team approves
- A rep fixes flagged lines such as unknown SKUs.
- A rep releases each order before it’s confirmed.
What we build
- 1 · ReceivePO lands in the orders inbox
- 2 · ReadLines, ship-to and dates extracted
- 3 · CheckSKU, price and credit vs. ERP
- 4 · ReviewRep fixes flagged lines
- 5 · EnterSales order created
- 6 · ReleaseRep confirms to customer
AutomatedPerson approves
Built to
~6 min → 1 minper order
Same dayorder entry
Before releasepricing errors caught
How it pays back: about 8 rep hours a day back, and pricing errors caught before they cost margin. Built to pay back within two quarters.
Timeline: Workflow Sprint (2 to 3 weeks), then a 5-week buildTypical price: $2,500 Workflow Sprint (credited) + about $14,000 to build
The reps use the time to call accounts that have gone quiet.
Example build: a specialty contractor’s dispatch and job costing
- Commercial electrical
- About 35 technicians
- Field-service and accounting software
Today
- The dispatcher builds tomorrow’s schedule by hand, about 2 hours a day.
- Overruns surface at month-end, when it’s too late to act.
Where your team approves
- The dispatcher adjusts and publishes the schedule.
- The project manager acts when a job runs 10% over.
What we build
- 1 · PullJobs, skills and locations
- 2 · DraftTomorrow’s schedule and routes
- 3 · PublishDispatcher adjusts and sends
- 4 · CaptureDaily time and materials
- 5 · CompareCost against budget
- 6 · DecidePM alerted at 10% over
AutomatedPerson approves
Built to
30 minof daily scheduling, not 2 hrs
Dailyjob-cost view, not monthly
10% overtriggers an alert
How it pays back: catching one overrun a month early protects more margin than the build costs in a year.
Timeline: Workflow Sprint (2 to 3 weeks), then a 7-week buildTypical price: $2,500 Workflow Sprint (credited) + about $18,000 to build
Your version uses your cost codes and the overrun threshold you set.
What you get
Each week you see what ran, what went to a person and who approved it.
Weekly report
| Orders read | 1,840 |
| Entered without edits | 86% |
| Lines flagged to a rep | 212 |
| Entered same day | 97% |
Measured against the baseline we set before go-live.
Approval log
| Time | Item | Action |
|---|---|---|
| 8:05 | Schedule · Tue | Published · Dispatcher |
| 10:20 | PO · 38 lines | Released · Inside sales |
| 13:10 | Reorder · 14 SKUs | Held · Buyer |
Nothing posts, pays or sends until the named role signs off.
Your exit plan
- What runs and whenp. 1
- Approval rulesp. 3
- Accounts and ownersp. 5
- When it failsp. 7
- Switching AI providerp. 9
If you stop working with us, this is how your team or another firm takes over.
How an engagement works
You start with one process and can stop after any step.
2 to 3 weeks
Workflow Sprint
$2,500
We scope one process, and the fee is credited toward the build.
4 to 8 weeks
Build
$7,500 to $20,000
A fixed fee, with 20% held until the target is hit.
Optional
Run
From $1,000/mo
We monitor and fix it, and you can cancel any month.
Buying for a portfolio? See sponsor pricing.
Questions owners ask
Who does the work?
A partner, not a sales rep, writes every plan and leads every build. Any engineer who joins is introduced before they start.
Do you get paid by the vendors you recommend?
No. We don’t resell software or take referral fees or commissions. If we recommend a tool, you buy it directly.
Can you set up the AI tools we already pay for?
Yes. We set up Copilot, ChatGPT Enterprise, Claude and the AI add-ons in your CRM or accounting software, connect them to your data and train your team.
Get a written plan.
Tell us about the operations task that takes the most hours. We’ll tell you whether AI can do it, what it would take and what it’s worth.
Free, and written by a partner.