Manufacturing / CRM / ERP
AI-Enabled Project and Manufacturing ERP
Protecting profit before the project begins.
Context / Constraint
The work behind
the software.
The business handled customised projects where material requirements, wastage, labour, hardware and purchasing quantities directly affected profitability.
The existing quotation process could calculate what was used but not always what had to be purchased.
For example, a project may require two and a half sheets of material, while the business must purchase three complete sheets. The unused portion still affects the project cost.
System / Scope
The connected process includes.
We built a CRM and ERP that connects:
- Lead management
- Site visits and measurements
- Material calculations
- Quotations
- Wastage and purchasing quantities
- Labour and installation costs
- Approval workflows
- Project execution
- Department-wise tasks
- Deadlines and escalations
- Project profitability
System / Result
Outcome.
Quotation, procurement and project execution became part of one connected process.
The system helps the business price projects based on actual purchasing requirements rather than ideal material consumption.
System / Intelligence
AI layer.
AI assists the team during estimation and execution.
- Extract requirements from notes and documents
- Convert measurements into material requirements
- Identify missing quotation items
- Detect margin risks
- Suggest suitable materials
- Compare the estimate with similar projects
- Summarise project progress
- Identify delayed or blocked tasks
- Generate management reports using natural-language instructions