AI integration · Workflow automation
Can we stop retyping the same information?
A lot of skilled time goes on reading documents and typing what they say into another system. AI can now do the first draft of that work reliably, as long as it is built with checks and a person stays in charge.
What it's worth: An estimator spending 15 hours a week keying in RFQs can get most of that time back.
Hypotrochoid, sampled every 2.2 rad
Signs this is costing you
Does any of this sound familiar?
- Estimators or sales staff re-key RFQs and drawings into quoting tools.
- Orders arrive by email and PDF and are typed into the ERP by hand.
- Supplier invoices are matched to purchase orders line by line.
- Specifications and certificates are checked against requirements by hand.
- Experienced staff spend their time on admin instead of judgement.
What we do
How we approach workflow automation
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1
Map the workflow
We sit with the people who do the work, measure the time each step takes and pick the steps where automation pays.
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2
Build and test on your documents
We build the tool on a sample of your real RFQs, orders or invoices, and measure its accuracy before anyone relies on it.
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3
Keep a person in the loop
The tool drafts and flags; your team reviews and approves. Every extraction and decision is logged and traceable.
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4
Connect to your systems
Drafts go straight into your ERP, CRM or quoting tool, so nobody copies and pastes between screens.
What you get and what we need
What you get
Deliverables
- Workflow map with time and cost per step
- A working tool for one document-heavy process
- Accuracy report on your own documents
- Review screen and audit log for your team
- Documentation and training for the people who use it
What we need from you
Data and time
- A sample of real documents: RFQs, orders, invoices or specifications
- Access to the system the information needs to go into
- An hour or two with the people who do the work today
Exports or spreadsheets are fine. Cleaning the data is part of our job.
We use AI providers' business services, under terms that stop your documents being used to train their models.
How we'd start
Fixed prices, agreed before we start
Decision Diagnostic
£5,000We size the workflow automation opportunity in pounds and give you a 90-day plan.
Build
from £18,000We build the model or tool into your workflow. You own everything.
Analytics Partner
from £3,500We keep it monitored, refreshed and improving.
Other services
Other questions we answer
Data analytics · Pricing & quoting
“Are we leaving margin on the table?”
Data analytics · Forecasting & inventory
“Why are we out of stock and overstocked at the same time?”
Optimisation · Capacity & scheduling
“How do we get more out of the plant and crews we have?”
Decision modelling · Risk & decision modelling
“What happens to our margin if steel, energy or the dollar moves?”
Find out which hours you could get back
Book a 30-minute call. Bring one decision you'd like to make better, and we'll tell you how we'd size it.