ForgeShift
First Build

One AI-native workflow, built from your data.

Most plant technology asks you to commit to a year-long programme with a payback you can't see. First Build is the opposite: we pick one workflow, then rebuild it AI-native from records you already keep — shift logs, quality sheets, ERP exports. No new sensors, no wiring, no roadmap.

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The engagement

Workflow automation and cost-saving with AI.

Phase I · ScopeWe identify the purpose, current roles and system of records.Then we agree on the boundaries for your first build to pin down the targeted value generation.Example: Quote to order — 35 RFQs a week, no fixed owner.Fixed price · $5,000 CAD
Phase II · Current stateWhere the 240 minutes actually go.Five steps on paper. Inside step 03 sits the searching, re-keying and rework no process map ever shows.240 min per quote · 2–3 days to the customer
Phase III · OwnershipNobody is accountable for 04 Approve.Four people support the margin call and no owner is identified. That is the delay — not the pricing.The finding that fixes the timeline
Phase IV · RedesignAI does the reading. Your people keep the judgment.Same five steps, same system of record — rebuilt around what AI can now do. One step stays human, deliberately.240 min → 27 min per quote
Phase V · Value proofThe return, in your own numbers.Set the role, the rate, the hours and the share you believe is removable. Every figure on the right recomputes — none of them is a number we entered for you.Fixed price · $5,000 CAD
The processQuote to order
01
Intake
25 min
02
Clarify scope
55 min
03
Price
70 min
04
Approve
50 min
05
Send
40 min
Scope
Whatthe work
Inbound RFQ to quote to order confirmation
About 35 RFQs a week, no fixed owner
Quoted turnaround: "two to three days"
Whothe roles
Inside sales receives it and opens the file
Estimating prices it; engineering checks feasibility
Controller approves anything off standard margin
Howthe system of record
Shared sales inbox and the drawing attachments
The estimating spreadsheet on the shared drive
ERP item and cost tables; last year’s quote folder
Current stateQuote to order
01
Intake
25 min
02
Clarify scope
55 min
03
Price
70 min
04
Approve
50 min
05
Send
40 min
Process sub-steps · inside step 03not documented in any process map
L2.1Hunt the drive for a comparable past quote
searching25 min
L2.2Re-key BOM lines and pull current material cost
transcription20 min
L2.3Rebuild the margin sheet for this configuration
rework15 min
L2.4Correct the version that was already stale
rework10 min
240 minper quote
2–3 daysto the customer
Searching, re-keying, waiting. Only one step is a decision.
Ownership · who owns which stepQuote to order
01
Intake
25 min
02
Clarify scope
55 min
03
Price
70 min
04
Approve
50 min
05
Send
40 min
RASICresponsible · accountable · support · informed · consulted
01 Intake02 Clarify scope03 Price04 Approve05 Send
Inside salesRRSSR
EstimatingISRSC
EngineeringCSS
ControllerCSI
Sales managerAIAA
Nobody is accountable for 04 Approve. Four people support the margin call and no owner is identified.
Redesign · the AI-native rebuild
AI runs itHuman decides
01AI
IntakeReads the email, drawings, and spec sheet and extracts the line items into a structured quote file.
25 min0
02AI + human
ClarifyAI drafts the clarification email against the gaps it found in the spec. Inside sales sends it.
55 min5 min
03AI + human
PriceRetrieves comparable historic quotes and current ERP costs, builds the priced sheet with sources attached.
70 min10 min
04Human
ApproveThe margin call, owned and made on evidence already assembled — not two days of waiting.
50 min12 min
05AI
SendQuote, cover note, and the CRM and ERP records write themselves the moment it is approved.
40 min0
Per quote
Before240 min
After27 min
Value proof · your own numbersLive calculator
35 h
4
90%
5,796
hours a year releasedburdened ×1.30, 46 working weeks
3.15
FTE of clerical workagainst a one-time $5,000 CAD
$256,183
of labour a yearat the rate and share you set
Under a week
paybackon the one-time fixed price
Read as investment: nobody leaves. The same 5,796 hours fund the work there was never time for — roughly 1,449 more quotes out the door a year, or supplier development and process improvement, at no added headcount.
Illustrative, not a client case study. Wages are Job Bank Ontario and StatCan, burdened ×1.30 across 46 working weeks.
01 · ScopeScroll to continue
Prior First Builds

Things we've already built

Registry-driven gateway portal — a single governed home for scattered internal systems
Gateway / portal

One secure front door to a scattered tool landscape

A registry-driven gateway that turns a sprawl of disconnected internal systems into a single, governed home your team actually uses.

A bespoke operations app with pipeline, outreach, accountability, and a live command center
Custom app

A custom CRM app, shaped to the specific workflow

A bespoke operations app built around how the team actually works — pipeline, outreach, accountability, a live command center — instead of forcing the team into off-the-shelf software.

A technology-roadmapping workspace turning market signals into a living capability roadmap
Market intelligence

Market & technology intelligence, kept current

A technology-roadmapping workspace — grounded in MIT technology-roadmapping research — that turns scattered market and technology signals into a living capability roadmap, not a slide that's stale the day it's made.

Agentic document generation

Diagnose in plain language, generate the documents

Compass is a digital and operations readiness assessment tool. It routes any manufacturing challenge — described in plain language — to the right practice, identifies gaps and then suggests an immediate fix.

Engineered Repeatability

Repeatable infrastructure for software development

A fat platform holds every workflow, hook, and state for software development — so the agent stays thin, disposable, and governed. Same input, same path, every run.

Explore Agent Orchestration
Your first build

Your workflow, reimagined

Tell us about your process challenges. We align the scope and help you to get started with workflow automation and AI cost-saving.

Get in touch
What we rebuild

Five workflows worth an afternoon

The retirement cliff

A living knowledge base your whole team can ask

The answer lives in one expert's head — and walks out the door when they retire.

Built fromSetup sheets, SOPs, work instructions
Audit & quality

Audit evidence assembled on demand

An IATF or ISO audit costs someone two weeks of digging for evidence.

Built fromQuality manual, records, controlled documents
Downtime & OEE

A downtime classifier + self-writing shift report

You know you lose hours every week — you just can't prove where.

Built fromShift and downtime logs
Orders & expediting

One live view that tells you what needs chasing

Someone spends half their day chasing late orders by phone and email.

Built fromERP order and purchase-order exports
Suppliers & spend

A supplier scorecard that surfaces problems early

You can't tell which suppliers are actually costing you.

Built fromERP PO-to-invoice exports
Why ForgeShift

Industrial software development experience

First Build is delivered by an operator who built and ran Factory-of-the-Future systems across dozens of manufacturing plants. One complete, working, tested workflow.

01Fixed scope: One AI-native workflow + team build session + 30 days support
02Fixed price: 5,000 CAD / First Build (excl. tax)
03Set up in your own account so your data stays yours. Team empowered to continue

Get in touch

Why now

22,500 / yr

Ontario manufacturing workers retiring through 2033 — one in four is already over 55. The knowledge cliff is here.

Canadian Manufacturers & Exporters — Ontario Workforce Report, 2025

Grants buy plans

CDAP's $15,000 grant closed in February 2024. What's left is up to $15,000 from NGen or DMAP to fund planning. First Build is the implementation.

NGen / NRC-IRAP — Industrial AI Readiness · Ontario Centre of Innovation — DMAP

~12% on AI

Only about one in eight Canadian firms has adopted AI. The capability is here now — first movers, building from data they already have, set the pace.

Statistics Canada — AI adoption in Canadian firms, 2026

The window is open now.

First Build is the low-risk way through it — one workflow, proven, from data you already have.

Not sure where to start? Diagnose your operation free with Compass.

Get in touch

Expect a response within one business day.

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