SERVICES

Three ways we make your systems work harder.

Everything we do follows one idea. Get the data foundation right, then build intelligence on top of it. Some clients need the foundation. Some need the applications. Most end up wanting both, because each makes the other more valuable.

ERP FOUNDATIONS

The system of record your business deserves.

Your ERP was supposed to give you one version of the truth. Instead the close takes weeks, reports disagree with each other, and half the company works around the system in spreadsheets. Whether the rollout went sideways or the business simply outgrew the setup, the result is the same. You are paying for a system you cannot trust.

WHAT WE DO

  • End-to-end NetSuite implementations, including multi-entity and industry-specific setups. We also work in Dynamics and Aptean/RLM.
  • Rescues and health checks for systems that are underperforming. We audit the architecture, find what is broken, and fix it.
  • Custom development where off-the-shelf falls short: SuiteScripts, Suitelets, workflows, and portlets shaped to how your team actually works.
  • Integrations that connect your ERP to the rest of your stack: PLM systems, DocuSign, Expensify, Monday.com, Notion, Google Sheets, SharePoint, and custom APIs when needed.
  • Ongoing support, enhancements, and training so the system keeps pace with the business.

What changes. Clean, trustworthy data flowing through one system. A faster close. Reports people stop double-checking. And a foundation ready for everything on this page below.

A typical engagement. We usually start with a health check. Within the first several weeks you get a clear picture of what is working, what is not, and a prioritized plan. From there, we fix and build in short cycles so progress stays visible.

Not sure if your ERP needs a rescue or a tune-up? A 30-minute call will tell you. →
ERP Foundations architecture Scattered source systems feed upward through an intake layer into a single structured ERP core, which in turn feeds AI applications and analytics. WHAT IT MAKES POSSIBLE AI applications and agents AP agent, vendor questions, order triage, item setup Analytics and insights Margin, inventory and cash in one trusted view ERP CORE One system of record Items Inventory Orders Vendors Ledger EDI orders 3PL and WMS Ecommerce Supplier emails Bank files Spreadsheets CRM WHERE THE DATA LIVES TODAY
One system of record, fed by the systems you already run.
AI APPLICATIONS

Software that does the work, not software that watches you work.

Your team spends hours every week on work a machine should handle. Keying in invoices. Hunting through SOPs for answers. Building the same spec sheets, chasing the same vendors, copying data between systems. Meanwhile, most AI pilots stall because they sit beside the business instead of inside it.

What we do. We design and build custom AI applications that connect three things: the structured data in your ERP, the knowledge sitting in your documents and files, and the workflows your team runs every day.

A FEW WE HAVE BUILT

  • AP Processing Agent. Bulk-uploads invoices, extracts and reclassifies the data, and generates clean imports into NetSuite. Thousands of invoices processed every month.
  • Vendor Agent. Pulls supplier data from NetSuite, cross-references product catalogs and project history, and recommends the best-fit vendors for each project. It handles the follow-up communications too.
  • SOP Explainer. Built for a $500M apparel company. Employees ask questions in plain language and get answers drawn from the company's own operating procedures.
  • Spec Sheet Generator. Built for a $60M fashion company. Product specification sheets created directly from design inputs.

What changes. Hours come back to your team every week. Error rates drop. Work that used to wait for a person now happens on its own, and your people spend their time on judgment calls instead of data entry.

A typical engagement. We start with one high-impact use case and ship a working version in weeks, not quarters. Once it proves itself in daily use, we expand from there.

Bring us your most tedious process. We will tell you if an agent can take it over. →
ANALYTICS & INSIGHTS

Answers on screen, not arguments in meetings.

The numbers exist somewhere. But every month someone rebuilds the same reports by hand, every leadership meeting starts with a debate about whose figures are right, and by the time the board package is ready, the story it tells is three weeks old.

WHAT WE DO

  • Board-ready, GAAP-compliant reporting packages that come together in hours, not weeks.
  • Live dashboards for margins, pipeline, inventory, and cash, built in Power BI, Domo, or directly in your ERP.
  • NetSuite saved searches, KPIs, and dashboards tuned to what your team actually needs to see.
  • Predictive analytics and scenario planning, from demand forecasts by SKU to margin-erosion alerts.
  • Data pipelines into warehouses and BI tools, so every report draws from the same source.

What changes. Leadership sees the same numbers at the same time, and those numbers are current. Decisions that used to wait for the monthly package happen the week the question comes up.

A typical engagement. We start with the report or metric that causes the most pain, get it live and trusted, then build outward until reporting runs itself.

What number do you wish you could see right now? Start there. →
Marchand AI Analyst showing a morning financial brief with revenue breakdown, gross margin and category detail.
A daily brief written from live ERP data.
OUR APPROACH

Short cycles. Visible progress. No surprises.

Every engagement runs in short cycles, so you see working software early and often.

1. Architect the foundation.

We audit what you have, design what you need, and make sure the data underneath is clean, connected, and compliant.

2. Integrate intelligence.

We layer analytics and AI workflows on top: agents for high-impact use cases, automation that removes manual effort, and reporting that answers real questions.

3. Deliver value.

We measure results, scale what works across the organization, and train your team to run it. You end up with documented outcomes, not a binder of recommendations.

Curious what your systems could do?

Book a 30-minute call. Bring your current ERP and AI questions. We will tell you honestly where the value is and what it takes to get there.

Book a 30-min call →