Origetec case
Five custom systems that took manual work out of the operation
An industrial operation driven by engineering: a lean team, dense technical processes and tight deadlines. Day to day, much of the effort went into manual, repetitive tasks — quoting, data entry, checking, detailing — taking time away from the people who should be designing and producing.
The operation depended on manual work on several fronts: the sales pipeline in one tool, proposals built in another, data retyped into the ERP, outsourced services tracked in spreadsheets and drawing details redone by hand. Time lost and risk of error at every step, with no single reliable source of truth.
We built an internal platform that brings sales, proposals, field service, parts and purchasing into a single app, connected to the Prosyst ERP through its own API and operable by AI. Around it, tools for what lives outside the app: the SolidWorks add-in in engineering and contractor hour tracking. All on a single source of data, end to end and auditable.
Internal platform (CRM)
One app for the whole cycle: sales pipeline from prospecting to closing, technical and financial proposals with tax calculation output to DOCX and Excel, field service from request to billing, spare parts and supplier quotes by link, with no login. All in kanban, with an audit trail of every decision. It replaced the generic CRM and the proposal generator that ran on its own.
Prosyst ERP API
A dedicated API between the systems and the Prosyst ERP: looks up items, stock and prices live and writes part records, quotes and sales orders straight into the ERP. Every write runs as a dry run before it is confirmed, so nothing lands wrong in the management system.
AI connected to the CRM
An MCP server connects Claude to the CRM with the same permissions as the person using it: the AI searches companies, proposals and cards, summarizes progress and prepares actions such as opening a card or editing a proposal. Nothing is saved until the person reviews the summary and confirms.
SolidWorks add-in
Add-in that automates the engineering workflow: batch export of drawings (PDF/DWG) and sheet-metal DXF, file standardization (Pack and Go), property filling and generation of the bill of materials (BOM) ready for the Prosyst ERP.
Third-party service tracking
Tracks contractors' hours and activities: clock-in and clock-out per shift, with automatic overtime calculation by weekday, and Excel reports ready for billing. Replaces the manual spreadsheet and makes every billed hour traceable.
- Five systems in real production, integrated into the operation
- A single app replacing the generic CRM and the standalone proposal generator
- Auditable processes, from quote to shop floor
Proven in real production
Inside a foundry and an automation manufacturer, not in a lab. Araquari, Brazil.