Sales and customer activity
Leads, communications, quotations, orders and commercial follow-up.
Strategy · Creative · Technology · AI
One connected and augmented operational environment.
An anonymous case study of an ERP solution used in production by a retail and construction organisation.
Confirmed scope
One system connecting the organisation.
- 3
- stores
- ≈ 40
- users
- 4
- teams
Operational foundation
From lead management through operations.
The solution used an adaptable open source ERP foundation and connected several business functions within one working environment.
Inventory and logistics
Warehouses, sections, pallets, availability and goods in transit.
Teams and administration
Human resources, leave, tasks and coordination.
Functional AI agents
Support everyday decisions.
Integrated agents helped teams prepare actions, analyse situations and follow operational indicators.
Sales assistance
Reminders, lead context, quotation activity, recent contacts and closing potential.
Orders and inventory
Ordering support informed by active orders, available inventory and incoming goods.
Management insight
Workforce, tasks, KPIs, objectives, sales and forecasting.
Transparency
What we do not claim to measure.
No productivity or return figure is published without verifiable evidence. Any future screenshots must first be confirmed and anonymised.
Next step
Start the transformation.
Let us begin with your context, priorities and the constraints shaping the initiative.
Plan an initial conversation