Systems, Data & AI Agents
Our Position
AI agents are only as good as the data they can reach. In most growing companies, that data sits in an ERP, a CRM, a warehouse system and a stack of spreadsheets, and people move it between them by hand. We connect those systems first, then put automation and agents to work on top.
Every engagement follows Advise, Build, Scale. Most clients start with a short review of one process, then connect and automate what pays back first.
One process where data moves by hand, walked end to end and sized in hours, with a clear view of what connecting it would take.
Start here when: your team re-keys the same data into two or more systems every week.
Our Rapid Opportunity Capture, now with an inventory of your systems and connections, so your 12 to 18 month roadmap covers integration and automation together.
Start here when: you want a full roadmap before you commit to a platform.
For companies on Microsoft BizTalk, TIBCO, Informatica or legacy EDI: an inventory of every integration, a complexity score for each, a migration plan and a business case.
Start here when: your integration platform has an end-of-support date or a new owner.
Packaged builds for order to cash, procure to pay, trading partner and EDI onboarding, and month-end close data.
Start here when: orders, invoices or inventory counts fall out of sync between systems.
For PE-backed and acquisitive companies: a repeatable way to connect each new company's ERP, banking and finance systems while the longer platform decision waits.
Start here when: you close add-ons faster than IT can bring them onto one platform.
AI agents that act on connected data, starting with finance work: invoice reconciliation, duplicate invoice detection, period-end checks and vendor risk.
Start here when: your systems are connected and your team still spends days checking the numbers.
Monitoring, maintenance and new connections as you add systems, sites or acquisitions, with platform licensing inside one annual price.
Start here when: you want integrations that keep running without adding IT headcount.
In every industry we serve, the systems are bought and the data exists. What is missing is the connection between them, and people fill that gap by hand. Here is how it shows up.
of US manufacturing leaders say their tech stack creates more friction than clarity.
L2L survey of 600+ US manufacturing leaders, 2026
of distributors have invested in ERP, CRM, ecommerce and analytics, but have not integrated them.
Distribution Strategy Group, State of Distributor Technology 2026
of CPG operations leaders made a significant decision on data that later turned out to be outdated or incorrect.
DOSS 2026 CPG Operations Benchmark, 230 US operations leaders
of US hotel operators regularly use five or more systems. Only 15% mainly use one integrated system.
Access Hospitality survey of 400 US hospitality businesses, 2026
Don't see your industry? The pattern holds anywhere an ERP sits at the center of the business. Talk to us
Filter by industry or function. Each card shows the kind of work involved, because the right approach matters more than the most impressive one.
30 minutes to walk through one workflow where data moves by hand. No pitch deck, no pre-sold platform. If connecting it is worth doing, you'll know how and what it takes.
Agentic AI and Intelligent Automation for the modern enterprise, built on a simple conviction: technology should follow the problem, not drive it. We advise, we build, and we see it through, turning AI strategy into operations that actually perform. Assessment to live operations in weeks not quarters.
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