Use Cases
What we implement -
and what it moves.
Most companies have the ERP, the team, and the data. What's missing is the layer between them - the part where information reaches a decision in time to act on it.
Sales & commercial
Five workflows from finding the right account to collecting on time.
Featured workflow
Market intelligence
Your reps reach out when the calendar says so. Meanwhile a prospect just announced a capacity expansion, and nobody on your team saw it.
We build a ranked target list using firmographics and product fit, monitor each account for buying signals – expansions, supplier changes, new projects – and arm reps with competitor intel and account history before every meeting. Outreach happens when the buyer is ready.
- Outreach timing
- Pipeline quality
- Conversion rate
Proposal automation A verbal yes on Tuesday. The proposal lands Friday. Days to hours.
Rep selects the client and product line – specs, pricing, past order terms assemble automatically. Approval gates through technical, commercial, and legal. Days to hours.
- Turnaround
- Approval cycle
- Win rate
Sales forecasting Predict next PO timing and volume using order history, not pipeline confidence
The forecast reflects what reps believe, not what buyers are doing. Uses historical order patterns, seasonal cycles, and consumption run-rates per client to predict timing and likely volume of the next order. Flags accounts where frequency is dropping or volumes declining – early warning before a customer churns. Feeds directly into procurement and production planning.
- Next PO prediction
- At-risk account flags
- Procurement alignment
CRM & service management Three people check three places to answer one question
Orders, complaints, credit terms, receivables – one screen. Complaints follow a tracked path. Payments that age past threshold escalate automatically.
- Resolution time
- DSO
- Repeat-order rate
Trade intelligence Shipment-level competitor volumes, pricing, and sourcing data
Competitors are in markets you haven’t evaluated. Shipment-level data shows their volumes, pricing, destinations, and raw material sourcing. The decision to enter a new market stops being a guess.
- Pricing benchmarks
- New markets
- Sourcing alternatives
Operations & planning
Three workflows that connect your plant floor to your planning cycle.
Featured workflow
Dashboards & escalation
The MIS arrives on Thursday. It describes a problem from Monday. By then, it's already compounded.
Production, quality, sales, supply chain – one live view. When a number crosses threshold, the right person gets an alert with context. Operators see lines, plant heads see shifts, CXOs see plants.
- MIS: weekly to live
- Escalation response
- Cross-functional visibility
Production planning The bottleneck surfaces from data, not from walking the floor
Scheduling runs in a spreadsheet or in someone’s head. Dynamic scheduling across equipment, cleaning cycles, and RM availability. Deviations log automatically and link to the parameter that caused them.
- Equipment utilisation
- Deviation response
- Throughput
End-to-end S&OP The bottleneck surfaces from data, not from walking the floor
SKU-level demand feeds procurement, purchase plans account for supplier variability, production ties to dispatch and route planning. One connected chain.
- Inventory carrying cost
- OTIF delivery
- Forecast-to-fulfilment
Governance & compliance
Four workflows that keep your reporting traceable, your data protected, and your licences current.
Featured workflow
ESG reporting
No dedicated sustainability team? That's most midmarket companies. The reporting obligation exists anyway.
Automated collection across Scope 1, 2, 3 emissions, water, waste, and safety incidents. BRSR, GRI, and CDP-aligned reports with traceable data. Supplier ESG scoring built in before your MNC customers ask.
- Reporting cycle
- Data traceability
- Supplier ESG risk
Data privacy & compliance Nobody has mapped what's exposed or to whom
Your systems hold data the DPDP Act and GDPR cover. We discover, classify, and enforce – role-based access, consent trails, and data masking so analytics teams work without touching proprietary formulations.
- Audit readiness
- Access enforcement
- Data discovery
People evaluation Contract staff — 30–40% of plant headcount — sit outside the system
Competency-based assessments across all functions, including extended workforce. Succession gaps surface before a departure creates a crisis.
- Assessment coverage
- Succession readiness
- Internal mobility
Factory compliance Documentation ready when the inspector arrives
Licences, pollution consents, fire NOCs – centralised repository, automated expiry alerts, pre-built checklists. Ready when the inspector arrives, not assembled the night before.
- Zero lapsed permits
- Audit prep time
- Documentation
Twelve workflows. Each starts with one. We measure before and after. You decide what comes next.
15+ tools integrated. One implementation layer. Already configured.
Give us 30 minutes.
We’ll show you exactly what we’d automate first.
1 - 30-minute call
You walk us through your close cycle, your planning headache, your dashboard problem. We listen more than we pitch.
2 - One-page automation opportunity map
Yours to keep, whether you proceed or not
3 - Pilot scope + fixed quote
If it fits, we scope the 30-day pilot. If not, you keep the map.
We take our profit after you see your benefit.