Case Studies
Real results from industrial automation projects. Problem, approach, outcome, and stack.
Systems Integrator
Problem
Sales engineers spent 3-5 days assembling technical proposals with BOMs, compatibility checks, and delivery schedules. Customer urgency often meant working weekends.
Approach
Built a proposal automation workflow that pulls product specs, checks compatibility rules, generates BOMs, and drafts technical sections. Sales reviews and finalizes in under 24 hours.
Stack
Airtable, Make, OpenAI API, Google Docs
OEM Spare Parts
Problem
Customer service reps manually cross-referenced part numbers, checked inventory, created quotes, and entered orders into the ERP. High error rate and slow turnaround.
Approach
Automated the end-to-end flow: incoming requests trigger part lookup, inventory check, quote generation, and ERP order creation. Humans review exceptions only.
Stack
Salesforce, NetSuite API, Python scripts, Zapier
Fabrication Shop
Problem
Production planners spent hours each week consolidating work orders, updating spreadsheets, and emailing status reports. Data lived in disconnected systems.
Approach
Integrated MES with shared drives and ERP. Automated daily status reports, work order summaries, and exception alerts. Planning team focuses on decisions, not data entry.
Stack
PostgreSQL, Excel/CSV sync, Power Automate, custom dashboards
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