Operations agency / Midwest distributors

Less order entry.
More flow.

Turn customer emails into accurate quotes and orders with less manual work. We help wholesale distributors put Microsoft Dynamics 365 Business Central to work—one measured workflow at a time.

Wisconsin · Iowa · Nearby Illinois

The work, in one line

Your existing ERP.
A better everyday workflow.

What you can expect from us

A useful assessment—even if the answer is no.

Human review before customer commitments.

Your data, configuration, and documentation stay yours.

01 / The approach

Fix the workflow.
Not your entire ERP.

Start with the order desk: the inbox, item mappings, pricing rules, and exceptions that create rework. Prefer suitable native tools over unnecessary custom AI.

Built around your people

Founder-led discovery and measurement, with specialist-led technical deployment and approval from your ERP partner and IT team.

01

Find the real bottleneck

Map one workflow, review up to 200 historical transactions, and establish a handling-time baseline. Get a data-readiness review and a clear go/no-go business case.

02

Prove it in a controlled pilot

Configure one mailbox and workflow in a sandbox, test exceptions, then run a supervised live cohort. Train up to five users with a documented fallback process.

03

Make better work stick

Review adoption, corrections, net handling time, and usage cost per order. Coach staff and keep support only when its continuing value justifies the cost.

Measure business value.
Not just model speed.

We compare net handling time—including review, corrections, and exceptions—against your baseline. Released capacity is not automatically cash savings; your controller helps determine how the benefit can actually be realized. Pilot targets are agreed together, not guaranteed.

02 / Engagements

A small start. A clear decision.

Proposed service pricing in USD. Scope, licensing availability, and any vendor usage costs are confirmed before a pilot.

Readiness assessment

Two weeks · Paid upfront

One workflow, two interviews, data review, baseline, and business case. No production changes.

$2,500

One-workflow pilot

Six weeks after access is ready

One entity, one mailbox, up to five users. Testing, training, and measured handover. Limited data repair; 50% deposit, then two 25% milestones.

$12,000

Adoption support

Initial three-month term

Monthly KPI and usage-cost reviews, refresher coaching, up to four specialist hours and three founder hours. Business-hours support; new workflows quoted separately.

$1,500 / month

03 / Start with a conversation

Where does your order desk lose time?

Already using Business Central? Tell us about your email order volume, recurring corrections, and team capacity. We’ll explore whether a focused assessment makes sense—without pushing a bigger project.

Discuss your workflow