DFW
Houston
Austin
San Antonio
Business+Technology
Process Automation · Exception Management

Find the problems before your customers do.

Backorders, pricing mismatches, credit holds, late shipments, inventory discrepancies \u2014 your operation generates exceptions every day. The question is whether you find them proactively or when a customer calls. We automate exception detection, classification, routing, and tracking so nothing falls through the cracks.

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The Problem

Exceptions Discovered by Customers, Not by You

Backorders discovered when the customer calls to ask where their shipment is
Pricing mismatches found during invoice reconciliation \u2014 weeks after the order shipped
Credit holds not communicated to sales or the customer, creating confusion and delays
No centralized view of open exceptions \u2014 problems tracked in email, spreadsheets, and memory
What We Deliver

Service Scope

01
Automated Exception Detection

Monitor ERP transactions in real time for exception conditions \u2014 backorders, pricing variances, credit limit breaches, late shipments, and inventory discrepancies. Detection is continuous, not batch.

02
Exception Classification & Priority

Classify exceptions by type, severity, customer impact, and financial exposure. Priority scoring ensures high-impact exceptions get attention first \u2014 not just whichever one was detected last.

03
Intelligent Routing

Route each exception to the person who can resolve it \u2014 sales for pricing issues, warehouse for shipment problems, finance for credit holds. Routing rules consider exception type, account ownership, and shift coverage.

04
Escalation & SLA Management

Configurable resolution SLAs with automatic escalation when deadlines approach or pass. High-severity exceptions escalate immediately \u2014 no waiting for the next review cycle.

05
Resolution Tracking & Analytics

Track every exception from detection through resolution. Measure resolution time, root cause distribution, and repeat exception patterns. Turn exception data into process improvement intelligence.

06
Customer Communication Automation

When an exception affects a customer \u2014 backorder, delay, substitution \u2014 automated notifications go out before the customer has to ask. Proactive communication protects the relationship.

How We Work

Engagement Process

01
Exception Taxonomy

Catalog every exception type the operation encounters. Define detection criteria, severity levels, ownership rules, and resolution SLAs for each type.

02
Detection Rules & Integration

Build real-time monitoring rules against your ERP transaction data. Connect to order management, inventory, shipping, and financial modules for comprehensive coverage.

03
Routing & Escalation Design

Design routing logic, escalation chains, and notification templates. Integrate with email, mobile, and collaboration tools for delivery.

04
Pilot & Calibration

Deploy for high-impact exception types first. Calibrate detection thresholds and routing rules to minimize false positives while catching real issues.

05
Full Deployment & Analytics

Expand to all exception types with centralized dashboards, trend reporting, and root cause analysis. Continuous refinement of detection and routing rules.

Common Questions

Frequently Asked Questions

Work with Metrotechs

Every engagement starts with an assessment.

Not a proposal. Not a sales call. We tell you what we find, not what you want to hear. The Launchpad assessment maps your operation before any software work begins.

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