What we do For PE Newsletter Contact
AI Hubs
AI Marketing Hub Advanced AI Knowledge Base AI Sales And Marketing Ecosystem
Order Book Intelligence Hub | Case Study | G3NR8
Case Study
PE-Backed • European Industrial Distributor • Multi-Region

€45M
At-Risk Revenue

Identified in 6 Weeks

G3NR8 deployed OEX, our Operational Excellence platform, to show what no report could: which accounts were at risk, what was changing, and where to act first.

€0M
At-Risk Revenue
0
Weeks to Deploy
Live
In Production
The Company

European
Industrial
Distributor

A PE-backed industrial distribution business operating across multiple European regions. Complex product catalogue, SAP and multiple other systems, and a large sales team responsible for managing thousands of customer accounts across different markets and verticals.

Multi-Region
Operations
SAP
ERP System
PE
Backed
The Challenge

Data everywhere.
Answers nowhere.

Multiple ERPs, thousands of customers, revenue leaking through churn nobody spotted. The data existed, but nobody could see the full picture.

G3NR8 deployed OEX, our Operational Excellence platform, and changed that in weeks, not months.

Before
SAP, spreadsheets, manual processes
Revenue at risk: invisible
Customer health: gut feel
Behavioural patterns: nobody could see them
Time to insight: weeks, or never
Sales actions: reactive, unstructured
After OEX deployment
€45M at-risk revenue identified
5-tier health scoring, every account, automated
Prioritised call lists pushed to each salesperson
Emails drafted, multi-language, ready to send
Call scripts, meeting agendas, account summaries

The core problem: Reports showed what happened. The business needed intelligence: what's changing, what's at risk, and what to do about it. G3NR8 filled that gap with no IT project on the client side.

Data In. Intelligence Out. Action. 6 Weeks → Live in Production
How OEX Works

Three Stages.
One Compounding Platform.

Deployed on OEX, our Operational Excellence platform. Composable, model-agnostic infrastructure that compounds as AI advances.

Stage 1
Ingest

Connect to existing systems as they are. Unify fragmented data into a single source of truth. No cleanup, no migration.

Stage 2
Intelligence

Surface patterns, anomalies, and risks across the business. Not dashboards. Answers that tell the right people what to do next.

Stage 3
Agentic

Workflows that take action autonomously. Drafted responses, flagged risks, automated checks. Human override and defined guardrails.

Any Data
SAP, ERPs, CSVs, APIs
Any Model
Model-agnostic, no lock-in
Any Scale
One project to full portfolio
Secure
Your data stays yours
The Deployment

Order Book
Intelligence Hub

From data ingestion to working intelligence. Deployed in weeks, not months.

Stage 1
Ingest

G3NR8 took disparate, fragmented data from across the organisation and unified it into a single source of truth. SAP and other systems across multiple entities. Connected as they were. No waiting for a perfect data lake. No data cleanup on the client side. No migration. No IT project required. G3NR8 built the engineering to handle messy, real-world data, because that is what every organisation actually has.

CSV / SFTP / API UNIFIED DATA LAYER ZERO IT BURDEN DELTA SYNC
Stage 2
Intelligence

Not dashboards. Answers. Operational intelligence that tells the right people what is happening, why it matters, and what to do about it. Revenue at risk becomes visible before it walks out the door.

Behavioural Drift
Frequency, value, volatility, seasonality
Expected Order Windows
Overdue and silent customers flagged automatically
Customer Health Scoring
5-tier auto-classification per account
LLM-Generated Insights
Natural language summaries and prioritised call lists

How it works: OEX ingested SAP order data via structured extracts. Built behavioural baselines on frequency, value, and seasonality. Flagged at-risk customers weeks before the sales team would have spotted them. Each salesperson saw their portfolio ranked by risk: who needs attention, why they're declining, and what changed. LLM-generated summaries in plain language, with multi-language outreach drafts ready to go.

Stage 3
Agentic

Systems that do the work, not systems that create more of it. The platform is built to evolve: from surfacing intelligence, to pushing prioritised actions to each salesperson's inbox, to drafting outreach and generating meeting prep automatically. OEX handles the repetitive. People handle the decisions.

PRIORITISED ACTIONS OUTREACH AUTOMATION MANAGEMENT CONTROLS HUMAN OVERRIDE
In Practice

What the sales team
sees now, and can action

01
A Customer Goes Quiet

A customer who orders every 3 weeks hasn't placed an order in 5. The system flags it. Not because someone noticed, but because the Expected Order Window logic detected the gap automatically. The account is flagged, prioritised by risk, and surfaced with context.

LLM-generated summary explains the pattern: ordering frequency declining, spend trending down, suggests outreach with specific talking points in the customer's language.

02
Cluster Decline

Three accounts in the same region all show declining order frequency in the same quarter. The system spots the cluster, not as a number in a spreadsheet, but as an actionable insight with the affected accounts, the timeline, and the commercial impact.

Sales director reviews the insight, requests email drafts in two languages, and schedules calls for the same week.

03
Visible and Actionable

Customer health data is visible in real time through the platform. The sales team can see which accounts are healthy, which are at risk, and which need immediate attention. No more digging through SAP reports.

Raw ERP data turned into operational intelligence the commercial team can act on immediately.

Delivery

6 weeks.
Kickoff to live.

Ingest - Weeks 1-2
Ingest

SAP and other systems connected as they were. Unified data layer built. No IT project on the client side.

Intelligence - Weeks 3-6
Deploy

Working intelligence from day one. Behavioural baselines, health scoring, LLM insights. Surfacing the most at-risk revenue across the sales team.

Scale - Ongoing
Expand

Same platform, compounding value. New regions, new use cases, new entities. Intelligence compounds with every deployment.

Not a pilot. Not a proof of concept. A production system the commercial team uses every day.

The Insight

Data in.
Intelligence out.
Action.

The data existed for years. The intelligence didn't. OEX connected to messy, real-world systems and turned them into operational intelligence the commercial team could act on immediately. No rip-and-replace. No waiting for clean data. Start now, compound over time.

The only operational excellence platform built to deploy in weeks and compound as AI advances.

Frequently
Asked

Does this require changes to SAP or other ERPs?

No. We connect to existing systems as they are. CSV extracts, SFTP feeds, API connections. No SAP configuration changes, no access to production systems, no IT project on the client side. Typical IT involvement: a few hours in week one, then review sessions only.

How much change does this require internally?

Minimal. G3NR8 handles the build, the data engineering, and the platform. Teams change nothing about how they work day to day. The intelligence is delivered to them, not the other way around.

Is client data used to train AI models?

No. Your data is not sent back to train a proprietary model. Data goes in, analysis comes out. OEX is model-agnostic, not locked to any provider, and aligned with ISO standards. Your data stays yours.

Could you build this for our portfolio companies?

Yes. The architecture works for any organisation with order history and a commercial team. Multi-ERP environments, complex catalogues, distributed teams. That's exactly where OEX applies.

What revenue is at risk in your order book?

From SAP, ERPs and other systems to actionable intelligence. 6 weeks. 30-minute conversation to scope it.

30 minutes. No commitment. Just a conversation about your business.