Manufacturing
Find product margin leaking out of the production process.
Discounts below list, air freight over plan, customer dates promised on a guess. Performis AI Associates find where your sales and production processes lose revenue or pay too much. They design and implement the fix on the Performis platform, and track it going forward.
Illustrations:
- Revenue · quotes below list price: One product line is quoted below list, and every repeat quote copies it. Check every quote against list · flag discounts for approval, waiting for the sales director to approve.
- Cost · air freight over plan: Stock runs out, so air freight is the only fast fix. Recalculate reorder points weekly, waiting for the planning manager to approve.
- Customer promises · stock availability: Give the customer an answer your team can stand behind. Answer prepared for the planner, waiting for the planner to approve.
How the platform works in manufacturing.
Two examples: one that grows revenue, one that cuts cost. Both run through the same five steps on the Performis platform.
Illustration
Revenue example
Quotes below list price
Sales quotes discounts below list that nobody approved, and every repeat quote copies them.
Revenue at stake $41,000 a year in revenue on one product line
01 AI Associates learn your business.
Performis platformStores your price list, your discount limits and who may approve a discount.
AI AssociatesRead quotes and invoices from your ERP export, read-only.
Your teamThe sales director sets the discount limits and names the approver.
02 AI Associates find the profit worth capturing.
Performis platformRecords the baseline: margin given away below list each month.
AI AssociatesFind 38 customers invoiced 12% below list on one product line: $41,000 a year.
Your teamThe sales director agrees the target: no discount below list without approval.
03 AI Associates run the workflow.
Performis platformChecks every new quote against the price list before it goes out.
AI AssociatesFlag each quote below list, with the customer’s history, and draft the corrected price.
Your teamSales reps see the flag before they send the quote.
04 Your team approves.
Performis platformHolds each flagged quote until the sales director decides.
AI AssociatesThe AI Associates cannot change a price or send a quote.
Your teamThe sales director approves the discount or the corrected price.
05 The platform tracks the result.
Performis platformTracks margin recovered against the target, every month.
AI AssociatesPropose a rule from the director’s decisions, such as “key accounts may go 5% below list”.
Your teamThe sales director accepts or rejects the rule.
See How it works for more detail.
Questions
What can Performis do for a manufacturer?
AI Associates find where sales, operations and inventory lose revenue or cost too much: quotes and invoices below list price, air freight over plan, parts that will not be available for a customer order, reorder points out of step with demand, and late supplier receipts. We start with the workflow that costs you most, then add others on the same platform.
How does it work?
Five steps. AI Associates learn your business from the records you share, find the profit worth capturing and size it in dollars, and run the workflow on the Performis platform. Your team approves every action, and the platform tracks the result and monitors for the next opportunity.
Who at our company uses Performis?
An owner, such as the COO, supply chain or sales leader, sets the goal and the approval rules. The people who own the work today, such as planners, buyers, sales reps and customer service, review and approve what the AI Associates prepare. There are no per-user charges, so everyone who needs to approve can.
What information do we need to share?
Only the records the workflow needs, such as quotes and invoices, orders, shipments and your inventory projection, by upload, API or MCP. Stock availability reads a Syspro inventory-projection export today; exports from other systems are set up with you.
Can Performis change our ERP or promise dates to customers?
No. AI Associates prepare answers and corrective actions; they cannot change your ERP, place an order or promise a date. Nothing happens until the person you name approves it.
How do we start, and what does it cost?
Bring the workflow that costs you most. We agree the target in writing, run it with you for eight weeks, and keep tracking it after. Fees are agreed in writing before any work starts, with no per-user charges.
Don’t see your workflow?
Tell us the workflow, who owns it today, and what it costs when it goes wrong. We’ll show you how Performis fits.