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Our work

Systems built aroundhow clients work.

Demo systems with example data, showing what a delivery looks like: ERP screens, sales workspaces and marketing workflows.

Book a consultationExplore custom ERP

Product screens

One place to run the business.

Pick a screen to see it. Every system is designed around the client’s own processes, terms and approvals.

CUSTOM ERP · CONTROL TOWER Today across the business LIVE REVENUE MTD $2.41M ▲ 8.2% vs plan OPEN ORDERS 368 42 due this week DIFOT 96.4% ▲ 1.1 pts CASH POSITION $1.86M ▼ AR overdue $214K ORDER PIPELINE · NEXT 14 DAYS Quote112 Confirmed94 Allocated70 Picking50 Dispatched38 Invoiced31 Bottleneck: allocation → picking · avg 1.8 days AI COPILOT 3 purchase orders at risk of late delivery — supplier lead times drifting +4 days. Expedite plan → · Draft supplier follow-ups · Re-slot 6 orders to Fri run · Flag 2 customers early Confidence 0.87 · sources: PO history, carrier ETAs, supplier OTIF
CUSTOM ERP · ORDER-TO-CASH Every order, one flow QUOTE112 ORDER94 ALLOCATE70 PICK50 SHIP38 INVOICE31 PAID27 SO-10482 · Meridian Build Co. 84 lines · $128,400 · route MEL-North PICKING ETA Thu SO-10479 · Hartley Distribution 36 lines · $64,900 · split 2 shipments ALLOCATED ETA Fri SO-10465 · Corella Mining Services 12 lines · $212,000 · credit hold BLOCKED action req. AI COPILOT SO-10465: credit exposure exceeds limit by $38K. Draft part-shipment plan and a payment-terms email ready for review.
CUSTOM ERP · PRODUCTION & INVENTORY Plant and stock, one board WORK ORDERS WO-2214 · CNC line AQueued · starts 14:00 WO-2211 · Assembly 2Running · 68% complete WO-2208 · CoatingQC hold · sample 2/3 WO-2205 · PackingDone · 1,240 units MACHINE LOAD · TODAY CNC-A85% CNC-B64% PRESS95% COAT48% PACK72% PRESS constrained — schedule risk on WO-2216 STOCK HEALTH Steel brackets Bearings 6204 Powder coat #12 Below reorder point Raise PO → AI PLANNER Re-sequencing tomorrow's PRESS queue saves 3.2 hours and clears WO-2216 on time. Powder coat #12 usage trending +18% this month — suggested reorder 240kg (covers 6 weeks at forecast demand). Apply plan → Review →
Sales CRM demo with buyer pipeline, samples and quotations

Demo systems with example data, showing what a delivery looks like.

Demo cases

What the work looks like in practice.

Illustrative demos using example data. They show what a delivery could look like, not verified client results.

Operations control centreDemo
Level 2 · AI Transformation

Operations control centre

Enquiries, quotes and orders in one workspace, with AI preparing and a person approving.

See this level
Buyer pipelineDemo
Level 3 · Marketing & Lead Generation

Buyer pipeline

Buyer research, samples and quote follow-up tracked in one CRM.

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Content & campaignsDemo
Level 3 · Marketing & Lead Generation

Content & campaigns

A content calendar and campaigns connected to enquiry follow-up.

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Example workflow

From enquiry to order, with a person approving.

AI prepares the work; the responsible person approves prices and terms before anything is sent.

  1. Capture

    Email, forms and requirements

  2. Prepare

    Extract details, match records

  3. Approve

    Check products, prices, terms

  4. Follow up

    Owner and next step in CRM

  5. Deliver

    Approved order flows to ERP

Want a system like this?

Bring an example enquiry, quote or report. We will show you what a system built around your business could look like.

Book a consultationinfo@optiviseai.com.au