Operating team reviewing AI, data, cloud, ERP, and workflow dashboards
Capabilities That Follow The Roadmap

Build the capabilities behind what your business is becoming.

We start with where the business is going, what is holding it back, and what the people doing the work need to succeed. Once that ambition becomes a clear Roadmap, our engineers build and connect the capabilities required to carry it out.

Roadmap Delivery

Every service should have a business reason to exist.

Start in LaunchpadCapture the business outcome, current-state evidence, owners, vendors, risks, and decisions before scope is locked.
Map the operating flowUse the Order-to-Door™ framework to show where the business flow breaks and which AI, data, system, or workflow work belongs on the roadmap.
Govern the deliveryKeep scope, owners, vendor commitments, stage gates, risks, and operating outcomes visible after delivery starts.
Businessproblem first
Roadmapdefines the work
Engineeringdelivers the change
Operational intelligence

AI on Business Workflows

AI agents, forecasting, routing, pricing, document intelligence, service support, and business automation used where Launchpad proves the workflow, data, and exception rules are ready.

OutcomeUse AI to improve real operating work without making AI the business outcome.
6 services
Business Workflows · AI

AI Agents & Agentic Platforms

Use AI agents to reduce repetitive work, support faster decisions, and improve governed business workflows using trusted data, clear permissions, and...

Commerce AgentPricing & Margin Agent
View service
Digital Transformation · AI

AI & Machine Learning

Apply AI to governed business data and real workflows including demand forecasting, pricing, document intelligence, service support, reporting,...

Demand ForecastingMaintenance Work-Order Intelligence
View service
AI & Machine Learning · Demand Forecasting

AI Demand Forecasting

ML-driven demand forecasting for operationally complex businesses — predict demand by SKU, customer, and channel using order history, seasonality, and...

SKU-Level Demand ModelsSeasonality & Trend Detection
View service
AI & Machine Learning · Pricing Optimization

AI Pricing Optimization

Dynamic pricing models for operationally complex businesses — factor in costs, competition, customer segments, and inventory position. Governed by...

Dynamic Price ModelingMargin Protection Rules
View service
AI & Machine Learning · Order Routing

Intelligent Order Routing

AI-powered order routing that optimizes for cost, speed, and inventory balance across warehouses and fulfillment channels. Real-time decisions at order...

Multi-Factor Routing OptimizationReal-Time Inventory Visibility
View service
AI & Machine Learning · Document Intelligence

AI Document Intelligence

Extract data from POs, invoices, RFQs, spec sheets, and BOLs automatically using NLP and document AI. Eliminate manual data entry from paper and...

Purchase Order ExtractionInvoice Processing
View service
Operational truth

Operating Data and Analytics

Data migration, validation, API layers, warehouses, dashboards, reporting, forecasting, inventory, and business analytics tied to the roadmap decision.

OutcomeGive the business a trusted record of orders, inventory, fulfillment, service, margin, and performance.
9 services
Business Decisions · Data

Data Analytics & Business Intelligence

Connect and govern business data so leaders and teams can trust reporting, see operating performance, understand exceptions, and make clearer decisions.

Data Warehouse & IntegrationExecutive Dashboards
View service
Data Analytics · Demand Forecasting

Demand Forecasting Analytics

ML models trained on your historical order data to forecast demand by product, customer, and channel. Reduce stockouts and overstock with data-driven...

Historical Pattern AnalysisML Forecast Models
View service
Legacy Modernization · Data Migration

Data Migration & Validation

Migrate decades of historical data with format conversion, cleansing, and validation. No data left behind, no data corrupted in transit.

Data ProfilingMapping & Transformation
View service
Data Analytics · Data Warehouse

Data Warehouse & Integration

Centralize operating data from ERP, WMS, CRM, and other business systems into a cloud data warehouse. Automated ETL pipelines that keep data fresh,...

Cloud Data WarehouseERP Data Integration
View service
Data Analytics · Dashboards

Executive Dashboards

Real-time operating dashboards for revenue, margin, inventory turns, on-time delivery, and production throughput. Power BI, Tableau, or Looker --...

Revenue & Margin DashboardsInventory & Supply Chain
View service
Data Analytics · Inventory

Inventory Optimization Analytics

Analytics-driven safety stock calculations, reorder points, and ABC classification for operationally complex businesses. Reduce carrying costs while...

Safety Stock OptimizationReorder Point Calculation
View service
Data Analytics · Self-Service

Self-Service Reporting

Empower business teams to build their own reports and explore data without IT involvement. Governed data models ensure consistency across all reports.

Governed Data ModelsDrag-and-Drop Report Building
View service
Legacy Modernization · API Development

API Layer Development

Build a modern API layer on top of legacy systems so new applications can integrate without touching the core. Unlock your data without the risk of a...

RESTful API DesignData Abstraction
View service
Data · AI Foundation

AI Data Foundation

AI is only as good as the data underneath it. We design and build the data architecture operationally complex businesses need — clean master data,...

Data Architecture DesignMaster Data Cleansing
View service
Hosting and infrastructure

Cloud and Operating Continuity

Cloud architecture, hosting, migration planning, backup design, monitoring, security, cost control, and managed operations for business-critical systems.

OutcomeRun the records and workflows the roadmap depends on in an environment the company can govern.
7 services
Business Continuity · Cloud

Cloud Hosting & Infrastructure

Move business-critical systems to cloud infrastructure with dependencies, security, recovery, ownership, cost, and operating continuity designed into...

Cloud Architecture DesignMigration Planning
View service
Cloud Migration · Architecture

Cloud Architecture Design

Design public, private, or hybrid cloud architecture for complex operating workloads -- ERP, WMS, databases, file servers, and custom applications....

Workload Assessment & SizingNetwork Architecture
View service
Cloud Migration · Data

Cloud Data Migration

Secure cloud data migration with integrity validation at every stage. Database replication, file system migration, and archive strategy for complex...

Database MigrationFile System Migration
View service
Cloud Migration · Planning

Cloud Migration Planning

Dependency mapping, migration sequencing, cutover planning, and rollback procedures for cloud migrations in complex operations. Every application gets a...

Dependency MappingMigration Strategy per Workload
View service
Cloud · Security & Compliance

Cloud Security & Compliance

Cloud security architecture with IAM, encryption, network segmentation, backup, and disaster recovery. Designed for SOC 2, ITAR, CMMC, and...

Identity & Access ManagementNetwork Security
View service
Cloud · Cost Optimization

Cloud Cost Optimization

Right-sized instances, reserved capacity planning, auto-scaling, and ongoing cost monitoring for complex cloud infrastructure. Cloud should cost less...

Instance Right-SizingReserved Capacity Planning
View service
Cloud · Managed Operations

Cloud Managed Operations

Post-migration cloud monitoring, patching, backup validation, and incident response for complex operations. Your team focuses on the business while we...

24/7 Infrastructure MonitoringPatch Management
View service
Connected records

ERP Operating Records

ERP implementation, fit analysis, data migration, configuration, integration, launch governance, and optimization tied to operating outcomes.

OutcomeConnect ERP records and workflows to quoting, ordering, inventory, production, fulfillment, service, finance, and reporting outcomes.
13 services
Business Systems · ERP

ERP Selection & Implementation

Document how the business needs to work, choose an ERP that fits, and implement the records, workflows, integrations, controls, and reporting the...

What fit analysis should coverHow to evaluate vendor demos honestly
View service
ERP Fit Analysis

ERP Fit Analysis

Choose an ERP path from business goals, workflows, records, controls, integration needs, investment realities, and implementation risk—not vendor...

Workflow-to-Module MappingCustom Module Scoping
View service
ERP Data Migration

ERP Data Migration & Cleansing

Prepare, cleanse, govern, and validate the customer, product, vendor, pricing, inventory, transaction, and financial records a new ERP needs from day one.

Data Audit & ProfilingMaster Data Cleansing
View service
ERP Integration

ERP Integration Architecture

Connect ERP with CRM, commerce, warehouse, EDI, shipping, banking, and legacy systems through governed ownership, data contracts, recovery, and monitoring.

Integration Landscape MappingAPI & Middleware Architecture
View service
ERP Configuration & Development

ERP Module Configuration

Configure ERP modules for complex operations - inventory, production, purchasing, sales, financials, and quality. Custom development only where native...

Production Module SetupInventory & Warehouse Configuration
View service
ERP Go-Live

ERP Go-Live Governance

Protect orders, inventory, finance, customers, and employees through ERP cutover with rehearsals, readiness gates, rollback decisions, and stabilization...

Cutover PlanningRollback Strategy
View service
ERP Post-Launch Optimization

ERP Post-Launch Optimization

Stabilize ERP adoption, records, workflows, configuration, and reporting after launch, then measure whether the investment is improving the business as...

KPI Monitoring & BenchmarkingEdge Case Resolution
View service
ERP · Odoo Implementation

Odoo Implementation

Implement Odoo from the business Roadmap, with governed workflows, records, integrations, adoption, cutover, and measurable operating outcomes.

Operational Fit AssessmentModule Selection & Configuration
View service
ERP · Odoo Development

Odoo Custom Development

Extend Odoo for business requirements that standard configuration cannot meet, with governed scope, maintainable architecture, testing, documentation,...

Custom Module DevelopmentOdoo Studio Extensions
View service
ERP · Odoo Customization

Odoo Customization

Close targeted Odoo fit gaps through configuration, fields, workflows, views, reports, and access rules while preserving supportability and upgrade options.

Module Configuration & TuningCustom Fields & Models
View service
ERP · Odoo Integration

Odoo ERP Integration

Connect Odoo with CRM, commerce, warehouse, EDI, shipping, finance, and legacy systems through governed records, ownership, recovery, and monitoring.

ERP-to-WMS IntegrationE-Commerce Integration
View service
ERP · Odoo Migration

Odoo Migration

Move to Odoo or upgrade an existing environment while protecting business records, history, integrations, open work, user readiness, and operating...

Legacy ERP to Odoo MigrationOdoo Version Upgrades
View service
ERP · Odoo Support

Odoo Support & Maintenance

Keep Odoo dependable and aligned after launch through issue ownership, monitoring, maintenance, adoption support, controlled change, and continuous...

Helpdesk & Issue ResolutionPerformance Monitoring & Tuning
View service
Workflow execution

Workflow Automation

Document generation, exception handling, allocation, approvals, invoice automation, procurement, order processing, and custom software for operational workflows.

OutcomeMove repeatable work out of inboxes, spreadsheets, and disconnected handoffs with governed controls.
14 services
Operational Prerequisite · Process Automation

Business Process Automation

Eliminate manual handoffs in complex operations -- order entry, invoicing, inventory allocation, fulfillment, and approvals. Governed process automation...

Order Processing AutomationInvoice & AP Automation
View service
Process Automation · Documents

Automated Document Generation

Auto-generate quotes, sales orders, pick tickets, BOLs, invoices, and packing slips from ERP data. Branded, accurate, and delivered through the right...

Quote & Proposal GenerationOrder & Fulfillment Documents
View service
Process Automation · Exception Management

Exception Management Automation

Automated exception detection and routing for complex operations -- backorders, pricing mismatches, credit holds, and shipping delays surfaced to the...

Automated Exception DetectionException Classification & Priority
View service
Process Automation · Inventory Allocation

Inventory Allocation Engine

Rules-based inventory allocation across warehouses, channels, and customer tiers. Replace spreadsheet-based allocation with governed, auditable logic...

Rules-Based Allocation LogicMulti-Warehouse Allocation
View service
Process Automation · Invoice & AP

Invoice & AP Automation

Automate three-way matching, invoice processing, and AP workflows for operationally complex businesses. Reduce DPO, capture early-pay discounts, and...

Automated Three-Way MatchingInvoice Data Extraction
View service
Process Automation · Order Processing

Order Processing Automation

Automate order capture from EDI, email, portal, and phone channels into your ERP. Validation rules catch errors before they become shipment problems....

Multi-Channel Order CaptureDocument Parsing & Extraction
View service
Supply Chain · Procurement

Procurement Automation

Automated purchase orders triggered by demand signals, reorder points, and MRP output. Approval routing with spend controls and budget tracking for...

MRP-Driven PO GenerationReorder Point Automation
View service
Process Automation · Workflows

Workflow & Approval Automation

Digital approval workflows with role-based routing, escalation rules, and SLA tracking for complex operations. Every decision logged and auditable.

Role-Based RoutingEscalation & SLA Tracking
View service
Digital Transformation · Software Development

Custom Software Development for Complex Operations

Purpose-built software for complex operations -- dealer portals, inventory tools, production dashboards, and operational automation. Scoped to your...

Dealer & Customer PortalsOperations & Workflow Tools
View service
Operations · Supply Chain

Supply Chain Digitization

Digitize your supply chain — supplier portals, procurement automation, real-time shipment tracking, warehouse orchestration, and last-mile delivery...

Supplier PortalProcurement Automation
View service
Operations · Shipment Tracking

Real-Time Shipment Tracking

Real-time inbound and outbound shipment tracking across all carriers. Automated alerts for delays, exceptions, and delivery confirmations for complex...

Multi-Carrier TrackingInbound Visibility
View service
Operations · Warehouse Orchestration

Warehouse Orchestration

Multi-warehouse inventory visibility with intelligent allocation, transfer orders, and cross-dock routing. Real-time ATP across all locations for...

Network-Wide Inventory VisibilityIntelligent Allocation
View service
Operations · Demand-Supply Matching

Demand-Supply Matching

Connect demand forecasts to procurement and production planning. Reduce stockouts and excess inventory with automated supply-demand balancing for...

Demand Signal IntegrationSupply Capacity Modeling
View service
Operations · Last-Mile Visibility

Last-Mile Delivery Visibility

End-customer delivery tracking, proof of delivery capture, and automated shipping notifications. Complete order-to-door visibility for complex operations.

End-to-End Delivery TrackingProof of Delivery Capture
View service
Change without disruption

Legacy Modernization

Assessment, documentation, phased migration, parallel running, knowledge transfer, and modernization strategy for aging systems that still run the business.

OutcomeModernize around operational continuity instead of breaking what still works.
5 services
Expanded catalog

Additional Services

Long-tail service pages kept discoverable as supporting delivery lanes inside the same Launchpad roadmap.

OutcomePreserve search coverage while connecting each service to the larger transformation plan.
10 services
Ecommerce · Dealer Portal

B2B Ecommerce and Dealer Portals

Metrotechs builds ERP-connected Ecommerce and dealer portals with contract pricing, live ATP inventory, bidirectional order integration, and full order...

Dealer Ordering PortalContract Pricing Engine
View service
Ecommerce · Dealer Ordering

Dealer Ordering Portal

Self-service dealer ordering portal with governed catalog, search, filtering, quick-order by SKU, and ERP-connected industrial workflows.

Full Catalog with SearchQuick Order by SKU
View service
Ecommerce · Contract Pricing

Contract Pricing Engine

Customer-specific and tier-based pricing pulled from your ERP in real time. Volume discounts, promotional pricing, and special quotes — all governed and...

Customer-Specific PricingTier-Based Pricing
View service
Ecommerce · Inventory Visibility

Real-Time Inventory Visibility

Live ATP (available-to-promise) visibility across all warehouses. Dealers see what's available, what's allocated, and expected replenishment dates.

Live ATP by WarehouseAllocation Visibility
View service
Ecommerce · Account Self-Service

Account Self-Service

Dealers manage their own accounts — view invoices, track orders, submit returns, check credit status, and download statements. Zero CSR involvement for...

Invoice & Statement AccessOrder Tracking
View service
Ecommerce · Analytics

Portal Analytics & Reporting

Dealer performance dashboards, order analytics, and catalog engagement metrics. Understand who's buying what and identify growth opportunities.

Dealer Performance DashboardsOrder Analytics
View service
Ecommerce · Customer Portals

Ecommerce and Customer Portals

Metrotechs builds ERP-connected B2B ecommerce and customer portals with account-level pricing, order history, self-service billing, and support case...

Account-Level PricingOrder History & Reordering
View service
Ecommerce · ERP Integration

Portal ERP Integration

Bi-directional, real-time integration with your ERP for orders, pricing, inventory, customers, and invoices. No batch files, no manual sync, no stale data.

Real-Time Order SyncLive Pricing Integration
View service
Supply Chain · Supplier Portal

Supplier Portal

Self-service supplier portal for PO management, ASN submission, lead time updates, and performance scorecards. Reduce procurement communication overhead...

PO ManagementASN Submission
View service
Contract Manufacturing Visibility

Contract Manufacturing Visibility

Connect ERP, production, material, quality, and shipment data across OEMs and contract manufacturers with governed integrations, portals, reporting, and...

Shared operating signalsGoverned integration architecture
View service
Next step

Start in Launchpad, then sequence the build.

Start with Launchpad to document the operation and understand preliminary readiness. For cross-system work, Metrotechs can validate the evidence through Managed Transformation, develop the client-specific Roadmap, and use Launchpad with the client to plan and govern delivery in the right sequence.