Technology & Data
What data path must exist before Maisey can safely automate more of the quote flow?
Tech Stack Inventory
System - role - confidence
- Website contact form, phone, email - lead intake - verified public signal.
- CNC milling, 5-axis machining, CNC lathes, QA tools, powder coating - production and finishing - verified public capability.
- CAD/CAM - production manipulation - inferred from CNC work, not named publicly.
- CRM, ERP/MRP, scheduling, finance, document control - unknown - discovery gap.
Four-Verb Lifecycle Map
RFQs are created through contact form, phone, and email. The business then manipulates the job context through drawing review, material review, tolerance review, machine fit, QA burden, margin risk, and customer clarification. The quote is shared back to the buyer. Archive, status ownership, and system of record are unknown.
Hop Count Summary
Highest-risk flow: RFQ to quote to scheduled job. It crosses buyer input, drawing interpretation, estimator judgement, capacity fit, quality requirements, pricing, and follow-up. The first platform move is one RFQ record that connects those hops.
Single Source Of Truth Audit
Data domains to name in discovery
- RFQ status.
- Quote assumptions.
- Machine allocation.
- QA and certification requirements.
- Finishing dependency.
- Customer follow-up state.
Primary Flow Constraint
The primary flow constraint is not a missing AI model. It is the absence of a structured, reusable quote-intake and quote-prep data path that turns buyer intent into estimator-ready work without senior people rebuilding context from scratch.