This proposal outlines a fully custom, unified operating system built around CTS workflows.
The system will be anchored at the beginning of all work—the quotation stage—and all downstream workflows will be structured around quotes as the single source of truth. This system will improve real-time visibility, organization, and decision making, while reducing manual coordination & human error.
The initial scope of work is expected to include the following components:
| Component | Description |
|---|---|
| Quoting Foundation | Structured quoting process as the entry point for all project data |
| BOM & Data Structuring | BOM generated from quoting, supporting both standardized and custom inputs |
| Procurement Workflow | Purchasing aligned to BOM with visibility into requirements and timing |
| Project Management | Central dashboard with real-time project tracking and drill-down visibility |
| Scheduling | Coordination of production, delivery, and installation timelines |
| Change Orders | Structured tracking of scope changes against original quotes |
| Reporting & Dashboards | Visual insights to support day-to-day management and decisions |
| Data Layer | Flexible structure for products, pricing, and custom inputs |
| Automation & AI | Rule-based automation with potential for AI-supported decisioning (use cases to be defined) |
| Internal + Client Interface | Internal system as source of truth, with optional client-facing layer |
| Foundation + Training | Find & train your internal AI leader to maintain the system, find other AI opportunities, and enable your team |
Select the option(s) below to move forward.
| Service | Amount (CAD) | |
|---|---|---|
|
|
Unified Systems Build*
Customized ERP solution with executive dashboards, client reporting, & AI-enabled, automated workflows.
|
$31,000 |
|
|
AI Opportunity Identifier & Champion Training
Protect and expand your highest-value human work and build sustainable, self-sufficient AI skills. Champion Training provides foundational capability building, so your team can maintain, improve, & evolve your system independently.
|
$11,500 |
Select your option(s) above, choose your payment method, then click below to accept this proposal.