Digital Enterprise
Your tech partner for the AI era.
A 3:1 return, starting with the line on your P&L that hurts.
For established companies that want results from technology, and someone accountable for them. We find where cash, time or margin is stuck, fix it with our own team, and report against the number until it holds.
See how it works
Agents running on KAI Vault
Today
2 orders held for a credit checkJust nowRunning
27 overdue invoices followed up2 minDone- 1,380 bank lines matched to invoices5 minDone
19 supplier emails answered9 minDone
Weekly P&L report built14 minDone- 46 CFDI invoices issued20 minDone
Example
A technology project without a number attached is a cost.
Modernization projects usually start with a system and then look for a reason. We start with the line that hurts (days to collect, cost to serve, order-to-cash cycle, hours lost to manual work) and choose the technology from there. Sometimes the answer is an ERP. Sometimes it's a process change and two agents. Either way, we're accountable for the number moving.
How we take a bottleneck to a result.
One example runs through all four steps. Pick a department:
01Baseline
Find the line that hurts.
We map the process end to end and write down the number as it is today, from your own data.
62Days to collectToday
18Invoice cycle daysToday
48Hours to quoteToday
Other lines we measure
- Order-to-cash cycle
- Cost to serve
- Month-end close
- Inventory visibility
- Sales follow-up
- Compliance exposure
Order to cash, today - Order arrives on WhatsAppPhotos, voice notes and PDFs
- Typed into the ERPTyped again whenever an order changes
- Copied into ExcelCredit limits live in a spreadsheet
- Invoice emailedSent two days after delivery
- Chased by phoneThree hours a day, two people
- Payment matched by handBank lines checked one by one
- Parked as an exceptionOne payment in eight can't be identified
Procure to pay, today - Invoice arrives by emailXML and PDF, among more than 200 emails a day
- Validated on the SAT portalOne by one, by hand
- Matched to the purchase orderThe order lives in another spreadsheet
- Goods receipt looked upThe warehouse enters it days later
- Approval requested by emailIt sits in the approver's inbox
- Payment scheduledWithout seeing early-payment discounts
- Parked as an exceptionOne invoice in six doesn't match its order
Quote to order, today - Request arrives on WhatsAppPhotos, handwritten lists and voice notes
- Quote built in ExcelWith last month's price list
- Stock confirmed by phoneOne call to the warehouse per line item
- Discount waits for approvalThe manager approves when they can
- Quote sent by email48 hours after the request
- Follow-up depends on each repNo reminders, no record
- Left unansweredFour quotes in ten never get a follow-up
02Plan
Rank it by money.
Initiatives ranked by impact on that number, each with an owner, a date, and a definition of done. You see the full plan before we execute any of it.
Ranked by money
- Manual payment matching$12,400/month
- Collections chased by phone$9,800/month
- Orders retyped from WhatsApp$6,300/month
Ranked by money
- Manual invoice validation and matching$9,200/month
- Missed early-payment discounts$7,500/month
- Order mismatches with no owner$4,300/month
Ranked by money
- Quotes with no follow-up$14,600/month
- Slow quotes lost to competitors$8,900/month
- Price and stock errors$3,500/month
Order to cash, redesigned - Order arrives on WhatsApp
- Read and captured by an agentRanked by money 3$6,300/monthSales operations · Week 7
- Credit and price checkAgainst the price list and the credit limit
- Within limits
- Credit review by a person
- Invoiced the same day
- Follow-up sent by an agentRanked by money 2$9,800/monthCredit and collections · Week 5
- Payment matched by an agentRanked by money 1$12,400/monthFinance lead · Week 3
Procure to pay, redesigned - Invoice arrives by email
- An agent validates it with the SAT and matches it to the order and the receiptRanked by money 1$9,200/monthAccounts payable · Week 3
- Three-way matchInvoice, purchase order and goods receipt
- Matches
- Mismatch reviewed by PurchasingRanked by money 3$4,300/monthPurchasing · Week 7
- Approved automatically by amount
- An agent schedules the payment to take the discountRanked by money 2$7,500/monthTreasury · Week 5
- Payment recorded in the ERP
Quote to order, redesigned - Request arrives on WhatsApp
- An agent builds the quote with current price and stockRanked by money 3$3,500/monthSales operations · Week 7
- Discount checkAgainst the margin policy
- Within policy
- Manager approval
- Quote sent the same dayRanked by money 2$8,900/monthSales · Week 5
- An agent follows upRanked by money 1$14,600/monthSales manager · Week 3
- Converted into an order in the ERP
03Execute
Pull four levers, with one team.
Our team runs the work across four levers. One partner is accountable for all of it.
- PeopleRoles, training, and adoption. A system nobody uses is a failed project.
- ProcessesRedesign before automation. We don't digitize a broken step.
- SystemsERP (Odoo), CRM, integrations, custom software, only where the plan calls for them.
- Agents, on KAI VaultAI agents on repetitive, high-volume work: collections follow-up, document handling, monitoring, reporting. Built on the KAI Vault so they read your actual data.
Initiative register Initiative Lever Owner Status Orders captured once in the ERPSystems Sales operations Done Collections follow-up on WhatsAppKAI VaultAgents Finance Automated Bank reconciliationKAI Vault Agents Finance Automated Credit approval rules Processes Finance lead Done Collections team training People Credit and collections In progress Initiative register Initiative register Initiative Lever Owner Status Quotes built by an agentKAI Vault Agents Sales Automated Quote follow-up on WhatsAppKAI VaultAgents Sales manager Automated Prices and stock connected to the ERPSystems Sales operations Done Margin-based discount policy Processes Sales leadership Done Sales team training People Sales In progress 04Measure
Hold the number.
A shared dashboard against the baseline, reviewed on a fixed cadence. When the number holds, the engagement ends. When it doesn't, we keep going.
Returned this year$342,000Delivered by the plan, run on KAI Vault.
Returned this year$252,000Delivered by the plan, run on KAI Vault.
Returned this year$324,000Delivered by the plan, run on KAI Vault.
Days to collect Baseline 62Target 48Month 1Month 9Invoice cycle days Baseline 18Target 4Month 1Month 9Hours to quote Baseline 48Target 6Month 1Month 9
Bottlenecks we've owned.
SISAMEX / ITESM
Quality-control data on automotive production lines lived on paper and in spreadsheets. We built the mobile capture and KPI layer the line now runs on.
BWT – EuroWater
A growing franchise network with CRM, service, and inventory in separate systems. We built the operating platform they use to add franchises.
Auna
Operational and financial systems had grown separately in a regulated industry. We built one secure access layer over ERP, CRM, and finance data.
What took days is now real time.
In their own words.
The overall service has been excellent and has been our best technology provider over time.
Their ability to not only develop the software but also give valuable business consulting and propose processes that improve our operations. The overall service has been excellent and has been our best technology provider over time.
We experienced excellent results in terms of both technical performance and customer support.
State-of-the-art review analysis of system requirements. Their technical knowledge, people skills, and disposition are impressive. We experienced excellent results in terms of both technical performance and customer support.
Where we start
We start with one department.
Finance, operations or sales: we pick the one where the numbers hurt most and prove the method there, with its own baseline and its own return. When that number holds, we take the same method to the next department.
- 01Pick the department where the numbers hurt most
- 02Baseline it and rank its work by money
- 03Run it on KAI Vault, then take the method to the next one
First step: a fixed-price diagnostic of that department, quoted in the first call
Credited if we execute the plan.FAQ
Questions operators ask us.
What does the diagnostic include?
Your baseline, measured from your own data; a ranked list of bottlenecks with the money attached to each; and a plan with owners, dates, and the number each initiative should move. It takes two weeks at a fixed price. If we go on to execute the plan, the diagnostic fee is credited.
Do we have to replace our ERP?
No. We choose the technology after we've measured the baseline. Sometimes the answer is a new ERP, sometimes a process change and a few automations on the systems you already have. When a new ERP is the right answer, we implement Odoo as an Odoo partner.
How do you connect the work to our P&L?
Before any work starts, we pick the line with you (days to collect, cost to serve, cycle time, margin) and agree how it's measured, usually with your finance team. Every initiative in the plan names the line it's meant to move, and we report against it on a shared dashboard.
What does the 3:1 ROI promise mean?
The result we deliver should be worth at least three times what you invest with us. We measure it on the P&L line we agree at the start, against the baseline from the diagnostic, and report on it on a fixed schedule. The method doesn't change: find the bottleneck, build the plan, execute it, and hold the number.
What happens if the number doesn't move?
We keep working at no extra fee until the target is met, within the terms and against the baseline we agreed at the start.
How do you get paid?
Against milestones. Every payment, including project closure, is tied to a milestone we agreed up front.
How much of our team's time does this take?
At least one hour a week with a project champion for regular checkpoints. If we need time from other people on your team, we ask in advance.
Do you work with our IT team and current vendors?
Yes. We work alongside your IT team and existing vendors. Our role is to own the result across all of them, so you have one accountable partner instead of several.
How long does an engagement last?
Six months is typical. The engagement ends when the number holds at the new level, not when a system goes live.
When can we start?
Two weeks after the contract is signed.
Start a conversation.
Tell us the number you want to move: a launch date, a cost, a cycle time, a cash position. We'll come back with a baseline, a plan, and what we'd be accountable for.