11/04/2026
A regional distributor in the Midwest had a problem they'd been living with for three years.
Every quarter, their purchasing team over-ordered on about 23% of their SKUs. Dead stock piled up. Cash sat on shelves. They'd hired a consultant two years prior who recommended a $400,000 ERP upgrade to solve it.
They never pulled the trigger. Too expensive. Too long. Too risky.
When they came to us, they weren't even asking about AI. They wanted help thinking through the ERP decision again.
We spent the first week just watching how their team actually worked. Not how the process was documented — how it actually happened on a Tuesday afternoon.
What we found: three people were manually pulling sales data from one system, margin data from another, and vendor lead times from a spreadsheet that one person maintained and nobody fully trusted. Then they were reconciling all of it in their heads before placing orders.
The ERP wasn't the problem. The reconciliation ritual was the problem.
We built a simple pipeline that pulled from all three sources, normalized the data, flagged anomalies, and surfaced a weekly buying recommendation with confidence scores. No fancy interface. No change management campaign. Just a clean output their team could act on.
Week one, they ignored it. That's normal.
Week two, they started checking it against their gut calls.
By week six, it had become the first thing the purchasing lead looked at every Monday.
Eleven months later, that 23% over-order rate is down to 6%. The dead stock problem that represented roughly $2M in trapped cash has largely cleared.
Total build cost: $4,000 in development time and tools.
The ERP they almost bought: still sitting in a proposal somewhere.
Here's what this story is really about: most mid-market operations don't have a technology gap. They have a data reconciliation problem dressed up as a technology gap. And expensive systems don't fix reconciliation problems — they just move them somewhere harder to see.
Before you sign the next big platform deal, spend a week watching where your people are manually connecting dots that should already be connected.
The answer is usually cheaper and faster than you think.
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What's one reconciliation ritual your team does every week that nobody's ever questioned?