A distribution business whose commercial information lived in its ERP, and whose analysis of that information was entirely manual.
The situation
All the data needed for reporting was already in the system. The problem was the path from the data to the decision. Salespeople depended on their supervisor to know how their month was going, supervisors reviewed the figures route by route on spreadsheets, and preparing the recurring account meetings consumed close to a full day per person. Drops in a product, a customer or a route surfaced once they had already happened.
What we are building
- A secure, continuous connection between the ERP and a cloud data platform, read only.
- Dashboards that let each role query the business without asking anyone.
- AI agents that generate each report and send it out on a set schedule, formatted for quick reading rather than for exporting.
- Proactive alerts, so a deviation is noticed while there is still time to act on it.
A decision worth highlighting
The agent pipeline is built to be provider agnostic. Changing the underlying AI model never means rebuilding the system. In a market where models change every few months, that is not a technical detail, it protects the client investment.
The goal
That nobody on the commercial team spends time extracting, processing or formatting data. Each person receives their report, with their metrics and their alerts, at the frequency that suits them.