Quote preparation
Quote for welded frames for a new customer
- Scope
- 40 frames, delivery within 6 weeks
- Prepared by
- Quote preparation agent
The customer asks for a 12% discount, the agent’s limit is 8%.
Operations that run around the clock
Agents work through the night. They finish repeatable work and flag risks to you in good time. From reaction to prediction.
Example
For a selected process we design the connection of data and individual steps across the systems you already use. Automation and AI prepare or carry out the agreed tasks. Uncertain cases and sensitive decisions go to named people. The scope depends on your company’s data, access and rules.
Illustrative scenario. We design the actual implementation around the client’s environment.
Permissions
For each function, the permitted level is agreed in advance.
Agent autonomy
1. Monitor Read information, check conditions and flag a problem. Example: Detect an order that may miss its deadline.
Incoming invoice
At every level, an unclear situation goes to a person.
In the proposed process, a person always approves payments and similarly sensitive steps.
It collects what happens across the business and passes it to whoever needs it.
Company brain
Sensitive data stays in your Microsoft 365 or private Azure tenant. Rules decide what may reach public models.
Morning management overview
The company brain also flags what is coming.
Quote preparation
The customer asks for a 12% discount, the agent’s limit is 8%.
Purchasing
The supplier is new and the order is above the agent’s limit.
S235 sheet runs out in 12 days. Order 2047 at risk.
WarehouseERP11 payments matched, 2 reminders prepared.
BankERP2 quotes ready, 1 waits for discount approval.
CRMERP3 requests sent, replies compared.
EmailERP6 shipments booked, delivery notes ready.
ERPCarriersThursday's plan recalculated after 2 orders moved.
ERPReading 2 new orders from email
A quote is waiting for discount approval
Thursday plan recalculated
Sheet metal order waiting for approval
Preparing labels for the afternoon pickup
Yesterday's invoices issued
Illustrative example — a fictional manufacturer. Figures and events are made up for the demo.
From reaction to prediction
From reaction through overview to prediction. Each stage builds on the data from the one before.
1Reaction · today
A customer chases, material is missing, an invoice is overdue.
2Overview · with agents
Agents finish routine work overnight. Only decisions are left on your desk.
Morning overview →3Prediction · with the company brain
Material may run short, an order may miss its date. Every estimate shows its inputs and limits.
Company brain →Getting started
The way in is a 30-minute call. Three phases follow, each scoped separately.
Where time is lost and what is worth fixing first.
People really use the new tools. We measure it.
Connected systems and agents. A person approves sensitive steps.
Automation Map · Illustrative example, no client data
FAQ
Tell us about one process, where it gets delayed and which systems are involved. In a 30-minute call, we will discuss whether and where it makes sense to start with an Audit.
The initial call is an introduction. The Audit and any further work are scoped and agreed separately.