Industrial distributor · West Midlands
Quotes that don't wait for Dave.
A second-generation fixings and industrial supplies business. Dave has been there 22 years and holds most of the customer pricing in his head. When he's on holiday, repeat quotes stall at the counter.
We connected an assistant to their existing CRM and five years of order history. Anyone on the counter can ask for a customer's last price on M10 resin anchors and pull up the order it came from.
Repeat quotes no longer wait for one person to be back at his desk.
Structural engineers · Cheshire
Past expertise, without another interruption.
An engineering practice with calculations and reports going back to 2011, filed differently by every engineer who wrote them. Graduates keep interrupting directors with the same questions.
A private knowledge assistant now indexes the archive, keeps the existing folder permissions and links every answer straight back to the source file it came from.
Directors get fewer interruptions, and new colleagues find their own answers from day one.
M&E contractor · Greater Manchester
Accounts checks the exceptions, not every line.
Two people in the accounts team of an M&E contractor match supplier invoices by hand against purchase orders and delivery notes in Sage. It is slow, and things slip through.
A custom AI agent now does the matching and drops anything that doesn't line up into a shared inbox with the reason attached, like 'quantity invoiced 40, delivered 36'.
Accounts spend their time on the exceptions, and duplicate or overpriced lines get caught before payment.
Pub and hotel group · Lancashire
Monday starts with the numbers, not the copying.
At a pub and hotel group, the operations manager spends Monday mornings copying figures from each site's till and reservation records into a spreadsheet before anyone can talk about the week.
The figures now pull themselves into a one-page Monday summary, with supplier invoices checked against agreed prices as they land.
Monday reporting takes minutes, and supplier price changes surface the same week instead of months later.
