Drawings, specs, and a spreadsheet
RFQs arrive as a packet
- Estimators spend the first pass finding requirements.
- Related jobs live in old folders.
- Missing information shows up late.
Operational problems
The shop and the office do not share one inbox
Supplier quotes do not land in the ERP by themselves
Purchasing is still email
- Prices are copied out of messages.
- Comparisons are rebuilt in a sheet.
- The purchasing record lags the inbox.
SOPs exist. People still ask a coworker.
Procedures are hard to find
- Work instructions sit in SharePoint or a drive.
- The ERP or MES does not answer the question.
- The delay is search, not a missing system.
Workflows
Paperwork between people and the systems you already run
An estimator package, not a black box
RFQ to quote
- RFQ, drawings, specifications, and a quantity spreadsheet come in together.
- AI extracts requirements, finds related historical jobs, and flags missing information.
- A human estimator reviews the package.
Supplier quotes compared, not retyped
Purchasing
- A supplier quote or email arrives.
- AI extracts pricing and compares suppliers.
- The purchasing workflow gets an update to review.
Inspection records that can be found
Quality documentation
- Inspection documents are read for results.
- Missing information is identified.
- Records are organized so a report can be generated.
SOPs, manuals, and work instructions
Production knowledge
- An employee asks for the procedure on a part.
- AI searches SOPs, manuals, work instructions, and historical records.
- The answer stays tied to the source document.
Connect them. Do not replace them.
ERP and MES workflows
- ERP, MES, email, SharePoint, and documents stay in place.
- The workflow moves information between them.
- People approve the steps that need judgment.
Frequently asked questions
No. We connect email, documents, and those systems. They stay the system of record.
The estimator. AI prepares the package and flags what is missing.
Map one workflow that still moves by hand.
We'll walk through the email, documents, and ERP around that workflow, and recommend a pilot. The systems you already run stay in place.