ZyeneCase Studies

Example workflows.How the work runs.

Purchase orders, RFQs, and bid packages — the pattern of documents, people, and the system of record, shown as reference implementations.

What the workflow looks like.

Three example workflows, one per industry we serve. Each shows how incoming documents, the people on the desk, and the system of record fit together.

01 · Wholesale Distribution

The work today: Customer purchase orders arrive by email and PDF. An employee reads each one, matches the customer and products, and retypes the order into the ERP.
What the system does: AI reads the order, matches the customer and products, validates prices and quantities, and prepares the ERP order. An employee approves before it posts.

Before

After

02 · Manufacturing

The work today: An RFQ arrives with drawings, specifications, and a quantity spreadsheet. Estimators spend the first pass hunting for requirements and related historical jobs.
What the system does: AI extracts requirements, finds related historical jobs, flags missing information, and prepares an estimator package. A human estimator reviews it.

Before

After

03 · Specialty Contractors

The work today: An RFP lands in an inbox. Someone has to summarize scope, pull deadlines, and build a bid checklist before estimating can start.
What the system does: AI reads the documents, summarizes scope, extracts deadlines and requirements, and creates a bid checklist for the estimating team. The same office pattern applies across HVAC, electrical, mechanical, plumbing, fire protection, and roofing.

Before

After

We'll walk through the email, documents, and ERP around that workflow, and recommend a pilot. The systems you already run stay in place.