Manufacturing
Connor runs an advanced-manufacturing business and personally built its customer platform, so we know the quote-to-ship workflow from the shop floor up. That includes the additive and low-volume work where every order is a little different.
Quote to production order · Trigger: A customer uploads a part file
Current state
- 01Manual
Customer emails a CAD file and quantities
Customer · Email
- 02Manual
Engineer opens the file and estimates material and machine time
Engineer · CAD
- 03Manual
Sales builds a quote in a spreadsheet
Sales · Spreadsheet
- 04Manual
Quote emailed; follow-ups by hand
Sales · Email
- 05Manual
Accepted order re-keyed into the ERP
Ops · ERP
- 06Manual
Planner adds the job to the schedule
Planner · Whiteboard
- Steps
- 6before, then after:5
- Manual touches
- 6before, then after:0
- Hand-offs
- 4before, then after:2
- Systems touched
- 5before, then after:3
Showing the current state. Counts come from this illustrative workflow, not measured client results. Legend: dashed = manual, orange = automated, solid dark = human review.
Use cases
Where we'd look first.
15 automation use cases that commonly apply to manufacturing.
Filter these in the explorerEmployee onboarding & offboarding
One HR event provisions accounts, groups, licenses and devices, and reverses all of it on exit so access is removed on day one.
Directory & SSOService deskInfrastructure as code
Servers and configuration defined in Puppet and cloud templates: reproducible, reviewable and auditable instead of hand-built.
PuppetAWS / Azure / GCPDisaster-recovery playbooks & tests
Written, rehearsed recovery runbooks with automated backup verification, so recovery is a procedure rather than a scramble.
AWS / Azure / GCPInstant quoting & pricing engine
Turn geometry, materials, machine time and margin rules into consistent, instant quotes, with engineers reviewing only edge cases.
Custom appERPOrder to production planning
Accepted orders flow into planning with travelers, status tracking and customer updates, without re-keying.
ERPCustom appOrder to fulfillment
Orders route to pick, pack and ship with labels generated, tracking sent and exceptions surfaced to staff.
E-commerce platformWooCommerceCustom appInventory sync across channels
One source of truth for stock across storefronts, marketplaces, warehouse and ERP, with low-stock alerts.
E-commerce platformERPNetSuiteERP integration
Connect quoting, orders, purchasing, inventory and finance to Dynamics AX, NetSuite or another ERP so every team sees the same numbers.
ERPDynamics AXNetSuiteBuild & option configuration
Validate complex option sheets at order time and generate the build spec and bill of materials automatically.
ERPDynamics AXCustom appMaterials & reorder tracking
Consumption tracking, reorder points and supplier orders before a job or menu item stalls for lack of stock.
ERPSpreadsheetsShipping & label automation
Rate-shop carriers, generate labels and push tracking to customers automatically.
E-commerce platformWooCommerceCRM & pipeline automation
Activity logged automatically, follow-ups scheduled and pipeline reports kept current, so nothing falls through.
CRMProspect & competitor research
Software that finds and enriches target accounts, for example identifying a competitor's customers from public signals.
CRMCustom appAI agent for email & support
An agent that reads the inbox, answers routine questions from your own data, drafts the rest and escalates anything unusual.
AI agentsEmail & inboxService deskReporting dashboards
Dashboards fed directly from your systems for throughput, margin, pipeline or program metrics, with no spreadsheet assembly.
SpreadsheetsERPCRM
Relevant experience
We've worked inside this industry.
- ConnorFounder & Operator of Apis Dynamics (advanced manufacturing, 2026–present). Built its customer platform with 3D model analysis, quoting, pricing, accounts, orders, production planning and workflow automation.
- CwynIT Operations Manager / Systems Engineer at AM General (2008–10).
Platforms we've worked with
Let's map your workflows.
A short call about how your business runs. We'll tell you honestly where automation would pay off first, and where it wouldn't.