Case study · Multi-branch services business

ERP Review & Operations Automation

A growing multi-branch business ran its operations across disconnected tools and manual reporting. We reviewed the setup and automated the core modules — then added an AI assistant that answers questions over the business data.

The challenge

  • Attendance, invoicing, inventory and reporting lived in disconnected tools
  • Reporting was manual, slow and error-prone
  • Leadership couldn’t get quick answers from their own data

What we did

  • Audited the existing systems, data and processes
  • Integrated and automated core modules — time & attendance, invoicing, barcode/inventory and reporting
  • Built automated reporting to replace manual spreadsheets
  • Developed an AI assistant (proof of concept) that answers natural-language questions over the business data

The results

  • Unified, automated core operations across branches
  • Faster, automatic reporting instead of manual work
  • Quick, natural-language insights from the company’s own data

Services used

Client details are anonymized to protect privacy. Figures are realistic and representative of the type of results we deliver.

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