2026 AI Strategy & Partnership

project 7922dba3d9ca9410
Normalized: 2026 ai strategy and partnership
moreland_contracts
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Source Source ID Display Name Confidence Method Status Actions
moreland_contracts fda415fe8eb7fe8d9d7d731204102389 2026 AI Strategy & Partnership 1.00 fuzzy+embedding Active
Source Record bronze_moreland_contracts_ma_project_contracts
file_hash
fda415fe8eb7fe8d9d7d731204102389
file_name
Action Industries Proposal.pdf
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Action%20Industries/Action%20Industries%20Proposal.pdf
company
Action Industries
project_name
2026 AI Strategy & Partnership
contact_person
Strategic Program Lead
contract_type
fixed_fee
hourly_rate
estimated_hours
total_fee_estimate
100000.0
brief_project_description
The project involves deploying the Foundation Platform and creating a Smart Order Workspace for the Customer Care team, focusing on automating order entry and enhancing sales through AI.
start_date
2024-01-01
extracted_at
2026-07-02T02:05:18.164869+00:00
raw_text_preview
1960 CASE PARKWAY S TWINSBURG , OHIO 44087 Action Industries 2026 AI Strategy & Partnership The Vision: An "AI Center of Excellence" To drive true transformation and execute against the extensive list of use cases your team has identified, Action Industries needs a continuous execution engine, not just a one -off project. We propose a strategic partnership that installs Foundation and assigns a dedicated engineering team to systematically deliver against your backlog of opportunity. Phase 1: The "Order Entry & Sales Bundle" (Q1 Focus) We begin immediately by deploying the Foundation Platform and tackling the highest friction point: manual order entry. This Q1 build combines several related use cases into a single, cohesive "Smart Order Workspace" for your Customer Care team. • Foundation: Establishing the secure "Semantic Layer" connecting SAP Business One , Email/Office 365 , and BigCommerce . • Automated Ingestion: Automating the extraction and posting of orders from B2B Emails/PDFs and Third -Party Marketplaces (Amazon/Home Depot) directly into SAP. • The "Sales Assist" Engine: Implementing the "Upsell/Cross -sell" logic. The AI will analyze purchase history and prompt agents with real -time suggestions during order validation to increase Average Order Value . The 2026 Engagement Model: Modular Execution We have structured our partnership around a Modular Execution Model . This provides you with budgetary control and clarity —we scope, price, and approve each major initiative (such as AP Automation or Logistics Routing) as a distinct module. Capacity for Parallel Velocity (2 FDEs) To deliver the comprehensive Smart Order Workspace (both the Infrastructure/Ingestion and the Sales Assist Engine) within the Q1 window, we will assign Two Forward Deployed Engineers (FDEs) to your account. The Strategic Kickoff In early January , we will hold a joint workshop to plot your full backlog on an Effort vs. Im
file_created_at
2026-06-10T19:21:44+00:00
file_modified_at
2026-06-10T19:21:44+00:00
created_by
Christofer Karltorp
modified_by
Christofer Karltorp
_dlt_meta