Home/Company/Who We Work With
COMPANY · WHO WE WORK WITH

Who We Work With

Our Ideal Client Profile

We work with growing and established companies ($20M+ in revenue) in North America who run established ERP systems and face specific, high-volume exception processes that consume disproportionate staff time.

Schedule a Call →How to Know If We are Right for You
IDEAL CLIENT PROFILE
REVENUE$20M and up
REGIONNorth America
SYSTEMSEstablished ERP
PAINHigh-volume exceptions
Good FitIndustriesLess Good FitCompany SizeGeographyERP PlatformsRed FlagsRight for You?
GOOD FIT

Good Fit Characteristics

0OF 6
FIT PROFILE
Established ERP Operations
✓Established ERP Operations
✓Specific Exception Volume
✓Defined Decision Rules
✓Multi-Party Coordination
✓Process Pain Points
✓Executive Support
01
Established ERP Operations
✓Running Acumatica, NetSuite, Dynamics, SAP, Sage, or similar ERP
✓System has been live and stable for at least 6-12 months
✓Core transaction processing works well
✓Pain points are in exception handling, not basic ERP functionality
02
Specific Exception Volume
✓Clear exception processes consuming 8-15+ hours weekly per process
✓Volume of 20-50+ exceptions monthly per process type
✓Examples: AR collections, back orders, quality issues, invoice matching, customer returns
03
Defined Decision Rules
✓Exception handling follows identifiable patterns
✓Clear decision criteria exist (even if not documented)
✓Staff can explain how decisions are made
✓Edge cases can be defined for escalation
04
Multi-Party Coordination
✓Exceptions involve coordination across departments (Finance, Operations, Sales, Customer Service)
✓External communication with customers or vendors required
✓Information handoffs create delays
✓Status updates consume time
05
Process Pain Points
✓Current manual process creates delays or inconsistent outcomes
✓Staff overloaded with exception volume
✓Documentation gaps cause audit or compliance concerns
✓Customer or vendor satisfaction affected by response time
06
Executive Support
✓Leadership recognizes need for operational improvement
✓Budget authority exists for initial implementation
✓Willingness to pilot new approaches
✓Commitment to staff participation during implementation
✓Successful engagements typically involve alignment between operations, finance, and IT
INDUSTRIES

Industries We Serve

01Manufacturing
02Distribution & Wholesale
03Field Service
04Professional Services
FOCUS AREAS01 / 04
Manufacturing
01Discrete manufacturing (machinery, equipment, components)
02Process manufacturing
03Make-to-order and engineer-to-order operations
04Quality control and vendor management focus
FOCUS AREAS02 / 04
Distribution & Wholesale
01Multi-location inventory management
02Customer quotations and order management
03Vendor coordination and purchasing
04Back order and allocation challenges
FOCUS AREAS03 / 04
Field Service
01Equipment service and maintenance
02Warranty and return management
03Parts management and procurement
04Customer communication coordination
FOCUS AREAS04 / 04
Professional Services
01Project-based operations
02Resource allocation challenges
03Client communication coordination
04Billing and collections processes

Common Use Cases by Industry

01Manufacturers
PO quality issue coordination with vendorsCustomer return managementBack order communication and resolutionVendor quotation management for indirect materials
02Distributors
Customer quotations for standard productsBack order management and customer communicationVendor bill matching for high invoice volumeAR collections for large customer bases
03Service Companies
Customer quotations for service requestsReturn authorization and warranty processingAR collections for subscription or retainer clientsVendor management for subcontractors
NOT YET

Less Good Fit Situations

We are selective about engagements. These situations typically are NOT good fits:

0OF 6
NOT A FIT YET
ERP Implementation in Progress
✕ERP Implementation in Progress
✕Very Low Volume
✕Highly Variable Processes
✕Generic "We Need AI" Interest
✕Expecting Complete Automation
✕Budget or Authority Constraints
01
ERP Implementation in Progress
✕Core ERP not yet stable
✕Processes still being defined
✕Staff focused on ERP adoption
→Better to wait 3-6 months post-go-live
02
Very Low Volume
✕Less than 20 exceptions monthly
✕Insufficient volume to justify automation
→Better handled with process improvement or staff training
03
Highly Variable Processes
✕No definable decision patterns
✕Every exception requires deep expertise
✕Rules cannot be articulated
→Better suited for expert staff, not agents
04
Generic "We Need AI" Interest
✕No specific process pain identified
✕Technology-first rather than problem-first approach
✕Unclear on what success would look like
→Better to start with process analysis
05
Expecting Complete Automation
✕Zero human oversight desired
✕Mission-critical with zero error tolerance
✕Unrealistic expectations about AI capabilities
→Better to set realistic expectations first
06
Budget or Authority Constraints
✕No defined budget for implementation
✕Unclear decision-making authority
✕Requires extensive internal approvals
→Better to secure buy-in before engagement
SIZE

Company Size Considerations

$20M - $100M
TYPICAL PROFILE
50-200 employees, 1-3 locations, resource-constrained growth.
COMMON USE CASES
AR collections, customer quotations, back order management.
$100M - $500M
TYPICAL PROFILE
200-1,000 employees, multiple locations, scaling challenges.
COMMON USE CASES
Vendor bill matching, PO quality issues, customer returns, vendor quotations.
$500M+
TYPICAL PROFILE
1,000+ employees, complex operations, compliance focus.
COMMON USE CASES
Specific division or business unit focus with clear pilot scope.
GEOGRAPHY

Geographic Focus

PRIMARY MARKETS
United States and Canada
WHY NORTH AMERICA FOCUS:
✓Time zone alignment for collaboration
✓Regulatory and compliance familiarity
✓Language consistency (English primary)
✓Payment and contracting simplicity
INTERNATIONAL CONSIDERATIONS

We may consider engagements outside North America on case-by-case basis if:

01English is primary business language
02Time zone overlap allows effective collaboration
03Client assumes responsibility for local compliance
04Payment and contracting complexity is manageable
PLATFORMS

ERP Platform Experience

CURRENT FOCUS
SAP
ON-PREMISE
SAP ECC 6.0
CLOUD & ON-PREMISE
SAP S/4HANA

Where most of our current engagements run.

DEEP EXPERTISE
Acumatica Cloud ERP

Our longest-standing platform, and where our deepest implementation experience lies.

ALSO SUPPORT:
NetSuiteMicrosoft Dynamics (Business Central, 365)SageOther ERP with standard API access
Platform Requirements
✓API access available (OData, REST, SOAP)
✓System stable and in production use
✓Integration documentation available
✓ERP partner cooperation (if needed)
What We Look For in Initial Conversations
1Can you describe the specific exception process and its impact? We need to understand who handles it, volume, time consumed, and business consequences.
2Do you have decision authority and implementation readiness? This includes budget approval process, staff availability for participation, and realistic timeline expectations.
3What does success look like to you? We want to ensure expectations align with what AI agents can realistically deliver.
RED FLAGS

Red Flags We Watch For

!Unrealistic Expectations
"Eliminate all manual work""100% accuracy guaranteed""No human oversight needed"
!Unclear Scope
"Automate everything""Fix all our problems""Make AI handle all exceptions"
!Budget Mismatch
Expecting $5K solutionNot understanding platform costsUnclear on ongoing commitment
!Authority Issues
Many approval layersUnclear decision processNo executive sponsor
!Timeline Pressure
"Need it next week"Unrealistic go-live datesNo time for proper pilot
SELF-CHECK

How to Know If We are Right for You

GOOD FIT
You Are Likely a Good Fit If
You can point to a specific exception process causing pain
You know approximately how much time it consumes
You have executive support for operational improvement
You are willing to pilot before full commitment
You understand AI assists but does not replace judgment
You can commit staff time for implementation
WAIT
You Should Probably Wait If
Your ERP is still being implemented
You are not sure what problem you are solving
You have no budget or authority to proceed
You expect complete automation with zero oversight
You are not willing to pilot first
LOOK ELSEWHERE
You Should Look Elsewhere If
You want packaged software, not custom consulting
You need solutions in days or weeks, not months
You cannot commit to 3-calendar month minimum engagement
You expect us to own and operate infrastructure
You want fixed-price with unlimited scope

Getting Started

If you recognize your company in this description, let us have a conversation.

Initial Discussion: We start with a short discovery conversation about your specific situation. We will be direct about whether we are a good fit. No obligation, no pressure.

Contact Us Page →
CONTACT INFORMATION
Serving companies of every size in North America
EMAIL US:sales@erpaiagent.comSTART A CONVERSATION:Contact Us Page →

Note: We respond to inquiries within one business day. If you are facing urgent operational issues, please indicate that in your message and we will prioritize accordingly.