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AISTRAEN

CAPABILITY SCENARIOS

Automation and integration examples in practice

These scenarios illustrate how we approach common operational problems: what we would do, what we would deliver and what we would measure. They are application examples, not client case studies. When we publish real client results, they will be verifiable.

FINANCIAL OPERATIONS

CAPABILITY SCENARIO · NOT A CLIENT CASE STUDY

Billing and reconciliation without manual data entry

A B2B operation invoices through its ERP, collects through three separate channels, and reconciles in spreadsheets. Every month-end close requires days of data entry, manual matching, and corrections that surface too late.

THE INTERVENTION

  1. 01Assess the real workflow: systems, spreadsheets, manual steps, and the time each one consumes.
  2. 02Integrate the ERP with payment channels through connectors with retries and auditable records.
  3. 03Automate payment-to-invoice matching, using AI to classify ambiguous cases and escalate exceptions to people.
  4. 04Provide a timely reconciliation dashboard showing what matches, what is missing, and why.

WHAT WE DELIVER

  • Automated reconciliation workflow with exception handling
  • ERP ↔ payment-channel integration with transaction-level traceability
  • Reconciliation status dashboard for finance and leadership

WHAT WE MEASURE

  • Manual-entry hours per closing cycle
  • Total duration of the monthly close
  • Exception rate and time to resolution

SALES + OPERATIONS

CAPABILITY SCENARIO · NOT A CLIENT CASE STUDY

ERP and CRM telling the same story

Sales works in the CRM, operations invoices in the ERP, and the two systems never agree: duplicate customers, re-entered orders, and meetings spent reconciling figures instead of making decisions.

THE INTERVENTION

  1. 01Map the data: define which system owns the customer, order, and price, with explicit conflict-resolution rules.
  2. 02Build bidirectional synchronization with validation, queues, and idempotency — no fragile scripts.
  3. 03Clean the historical data with assisted customer deduplication and human review for uncertain matches.
  4. 04Create one pipeline-to-invoice dashboard with every figure traceable to its source system.

WHAT WE DELIVER

  • Production ERP ↔ CRM integration with monitoring and alerts
  • Documented data contracts and explicit conflict rules
  • Unified view of pipeline, orders, and invoicing

WHAT WE MEASURE

  • Duplicate data entry across systems, before and after
  • Duplicate or inconsistent records between CRM and ERP
  • Time from closed sale to invoice

EXECUTIVE LEADERSHIP

CAPABILITY SCENARIO · NOT A CLIENT CASE STUDY

Operational visibility across disconnected systems

At a company where production, logistics, and sales run in separate systems, leadership receives a hand-built view of operations once a month, and every department arrives at the review with different numbers.

THE INTERVENTION

  1. 01Define the metric model with leadership: a focused set of measures and one agreed definition for each.
  2. 02Build a consolidation pipeline across all three systems with quality checks and anomaly alerts.
  3. 03Create a disciplined executive dashboard for current status, trends, and exceptions that require a decision.
  4. 04Transfer ownership to the internal team so the dashboard is operated in-house, not by an outside vendor.

WHAT WE DELIVER

  • Agreed and documented metric model
  • Data pipeline with automated validation
  • Executive dashboard updated in time to act

WHAT WE MEASURE

  • Days from period close to data availability
  • Metrics with one definition agreed across departments
  • Monthly hours spent assembling reports manually

TRANSPARENCY

Why are there no client logos here?

Because we do not publish evidence we cannot substantiate. Real client cases — with context, figures and permission — will be published when they exist and can be verified. Until then, we would rather show exactly how we think and work.

NEXT STEP

The first step is not a contract. It is an assessment.

A working session focused on your real operations. You leave with an initial friction map and an honest recommendation — even if that recommendation is not to hire us.

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