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Who We Work With

Our Ideal Client Profile

We work with mid-market companies ($20M-$1B revenue) in North America who run established ERP systems and face specific, high-volume exception processes that consume disproportionate staff time.

Good Fit Characteristics

Established ERP Operations

  • Running Acumatica, NetSuite, Dynamics, SAP, Sage, or similar mid-market ERP

  • System has been live and stable for at least 6-12 months

  • Core transaction processing works well

  • Pain points are in exception handling, not basic ERP functionality

Specific Exception Volume

  • Clear exception processes consuming 8-15+ hours weekly per process

  • Volume of 20-50+ exceptions monthly per process type

  • Examples: AR collections, back orders, quality issues, invoice matching, customer returns

Defined Decision Rules

  • Exception handling follows identifiable patterns

  • Clear decision criteria exist (even if not documented)

  • Staff can explain how decisions are made

  • Edge cases can be defined for escalation

Multi-Party Coordination

  • Exceptions involve coordination across departments (Finance, Operations, Sales, Customer Service)

  • External communication with customers or vendors required

  • Information handoffs create delays

  • Status updates consume time

Process Pain Points

  • Current manual process creates delays or inconsistent outcomes

  • Staff overloaded with exception volume

  • Documentation gaps cause audit or compliance concerns

  • Customer or vendor satisfaction affected by response time

Executive Support

  • Leadership recognizes need for operational improvement

  • Budget authority exists for initial implementation

  • Willingness to pilot new approaches

  • Commitment to staff participation during implementation

  • Successful engagements typically involve alignment between operations, finance, and IT

What You Control

🏭

Manufacturing

  • Discrete manufacturing

  • (machinery, equipment, components)

  • Process manufacturing

  • Make-to-order and engineer-to-order operations

  • Quality control and vendor management focus

📦

Distribution & Wholesale

  • Multi-location inventory management\

  • Customer quotations and order management

  • Vendor coordination and purchasing

  • Back order and allocation challenges

🛠️

Field Service

  • Equipment service and maintenance

  • Warranty and return management

  • Parts management and procurement

  • Customer communication coordination

🛠️

Professional Services

  • Project-based operations

  • Resource allocation challenges

  • Client communication coordination

  • Billing and collections processes

Common Use Cases by Industry

Manufacturers

  • PO quality issue coordination with vendors

  • Customer return management

  • Back order communication and resolution

  • Vendor quotation management for indirect materials

Distributors

  • Customer quotations for standard products

  • Back order management and customer communication

  • Vendor bill matching for high invoice volume

  • AR collections for large customer bases

Service Companies

  • Customer quotations for service requests

  • Return authorization and warranty processing

  • AR collections for subscription or retainer clients

  • Vendor management for subcontractors

Less Good Fit Situations

We are selective about engagements. These situations typically are NOT good fits:

ERP Implementation in Progress

Core ERP not yet stable
Processes still being defined
Staff focused on ERP adoption
Better to wait 3-6 months post-go-live

Very Low Volume

Less than 20 exceptions monthly
Insufficient volume to justify automation
Better handled with process improvement or staff training

Highly Variable Processes

No definable decision patterns
Every exception requires deep expertise
Rules cannot be articulated
Better suited for expert staff, not agents

Generic "We Need AI" Interest

No specific process pain identified
Technology-first rather than problem-first approach
Unclear on what success would look like
Better to start with process analysis

Expecting Complete Automation

Zero human oversight desired
Mission-critical with zero error tolerance
Unrealistic expectations about AI capabilities
Better to set realistic expectations first

Budget or Authority Constraints

No defined budget for implementation
Unclear decision-making authority
Requires extensive internal approvals
Better to secure buy-in before engagement

Company Size Considerations

$20M - $100M

Typical Profile

50-200 employees, 1-3 locations, resource-constrained growth.

Common Use Cases

AR collections, customer quotations, back order management.

$100M - $500M

Typical Profile

200-1,000 employees, multiple locations, scaling challenges.

Common Use Cases

Vendor bill matching, PO quality issues, customer returns, vendor quotations.

$500M - $1B

Typical Profile

1,000+ employees, complex operations, compliance focus.

Common Use Cases

Specific division or business unit focus with clear pilot scope.

Geographic Focus

Primary Markets
United States and Canada

Why North America Focus:

  • Time zone alignment for collaboration

  • Regulatory and compliance familiarity

  • Language consistency (English primary)

  • Payment and contracting simplicity

International Considerations

We may consider engagements outside North America on case-by-case basis if:

  • English is primary business language

  • Time zone overlap allows effective collaboration

  • Client assumes responsibility for local compliance

  • Payment and contracting complexity is manageable

ERP Platform Experience

Primary Specialization
Acumatica Cloud ERP (Deep Expertise)

Also Support:

  • NetSuite

  • Microsoft Dynamics (Business Central, 365)

  • SAP

  • Sage

  • Other mid-market ERP with standard API access

Platform Requirements

We may consider engagements outside North America on case-by-case basis if:

  • API access available (OData, REST, SOAP)

  • System stable and in production use

  • Integration documentation available

  • ERP partner cooperation (if needed)

What We Look For in Initial Conversations

Can you describe the specific exception process and its impact? We need to understand who handles it, volume, time consumed, and business consequences.

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Do you have decision authority and implementation readiness? This includes budget approval process, staff availability for participation, and realistic timeline expectations.

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What does success look like to you? We want to ensure expectations align with what AI agents can realistically deliver.

Red Flags
We Watch For

Unrealistic Expectations

"Eliminate all manual work"
"100% accuracy guaranteed"
"No human oversight needed"

Unclear Scope

"Automate everything"
"Fix all our problems"
"Make AI handle all exceptions"

Budget Mismatch

Expecting $5K solution
Not understanding platform costs
Unclear on ongoing commitment

Authority Issues

Many approval layers
Unclear decision process
No executive sponsor

Timeline Pressure

"Need it next week"
Unrealistic go-live dates
No time for proper pilot

How to Know If We are Right for You

You Are Likely a Good Fit If

  • You can point to a specific exception process causing pain

  • You know approximately how much time it consumes

  • You have executive support for operational improvement

  • You are willing to pilot before full commitment

  • You understand AI assists but does not replace judgment

  • You can commit staff time for implementation

You Should Probably Wait If

  • Your ERP is still being implemented

  • You are not sure what problem you are solving

  • You have no budget or authority to proceed

  • You expect complete automation with zero oversight

  • You are not willing to pilot first

You Should Look Elsewhere If

  • You want packaged software, not custom consulting

  • You need solutions in days or weeks, not months

  • You cannot commit to 3-calendar month minimum engagement

  • You expect us to own and operate infrastructure

  • You want fixed-price with unlimited scope

Getting Started

If you recognize your company in this description, let's have a conversation.

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Initial Discussion:
We start with a short discovery conversation about your specific situation. We will be direct about whether we are a good fit. No obligation, no pressure.

Contact Information

Serving mid-market companies in North America

Note: We respond to inquiries within one business day. If you are facing urgent operational issues, please indicate that in your message and we will prioritize accordingly.

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