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Services

What we do

Operational excellence meets digital transformation for middle and lower middle market manufacturers and distributors ($10M–$500M). Core work: multi-vendor digital stack + BMA implementation, Digital Assistants & automation consulting, VA/VE and cost extraction, ops / S&OP, Lean–Six Sigma CI, and valuation / value-creation roadmaps.

Locked offer

Multi-vendor software + BMA implementation

We are not a software-only firm. We sell other vendors’ products across the stack and put BMA operators on implementation and adoption. Vendor-agnostic: every recommendation is driven by your operations. An optional knowledge / operating layer may be part of a solution — never an exclusive stack.

Core services

01 · Digital stack

Multi-vendor digital transformation

Full SaaS digital stack for middle and lower middle market companies: Website, E-commerce, CRM, CPQ, ERP, PDM, CAD, CAM, MES, WMS — plus Digital Assistants where appropriate, workflow automation, data integration, and API development. Selection, implementation, remediation, and adoption through BMA.

02 · Digital Assistants & automation

Digital Assistants & automation consulting

Bots and Digital Assistants for sales, customer service, and prospecting; workflow automation for email digests, pipeline reviews, meeting prep, research, and scheduled operating routines; document and analysis support integrated with tools your team already uses (CRM, email, docs, chat). Knowledge and operating systems so know-how outlasts turnover. A human always approves. We help select and implement the right multi-vendor tools — never a secret-sauce method pitch.

03 · New product & cost

VA/VE, product development & cost extraction

From the New Product Development and Cost Extraction practice:

  • Product Value Analysis and Engineering — typically a 10–25% reduction in product cost, with a tracked, lever-by-lever cost-out program; specs, materials, and formats with customer approval before production.
  • Configure / Price / Quote (CPQ) systems and product configurators for custom manufacturing — quote turnaround from days to minutes.
  • Product pipeline development and optimization.
  • Private branding, brand development, and go-to-market execution.

04 · Operations process

Operations process development & S&OP

Sales, Inventory, and Operations Planning (S&OP) training; inventory and fill-rate balance; shop-floor reporting and control; facility startup, move, integration, and closure; re-shoring and process development; procurement — order-to-cash / procure-to-pay, least-cost-country and strategic sourcing.

05 · Continuous improvement

Lean, Six Sigma & CapEx

Value stream mapping first — one picture of how an order becomes a shipment — then Lean and Six Sigma on throughput, OEE, changeovers, yield, scrap, and rework. Enterprise cost extraction and CapEx deployment so each dollar pays back. Visual standard work so every shift runs the same way.

06 · Valuation & roadmaps

Valuation, value-creation roadmaps & go-to-market

Enterprise valuation, value-creation roadmaps, diligence and integration support, market assessments, pipeline development, and sales training. Fractional or interim CEO, COO, CFO, CTO, CPO, and CSO roles when leadership gaps call for it.

Example vendor categories

Stacks we commonly select and implement

Illustrative platforms only — not endorsements or exclusive partnerships. BMA remains vendor-agnostic.

ERP, inventory & warehouse

Examples include ArcFlow, Unleashed, Fishbowl, xTuple, Cin7, Katana Cloud Inventory, MRPEasy, and similar systems sized for the lower middle market.

ArcFlowUnleashedFishbowlxTupleCin7KatanaMRPEasy

Accounting & lightweight BI

Campfire Accounting, Intuit Enterprise Suite, Xero, QuickBooks Online; Notion workspaces configured for operational KPIs when a full BI stack is more than you need.

Campfire AccountingIntuitXeroQuickBooks OnlineNotion (ops BI)

CPQ & product configurators

Rules-based and constraint-based configurators for engineer-to-order and complex manufacturing; visual layers when buyers need 2D/3D selection.

TactonEpicor CPQOracle CPQConfigure OneCincomDriveWorksLogik.ioSalesforce CPQInfor CPQThreekit

CRM, e-commerce & communications

HubSpot (including Gold Partner capability), Zoho, Freshdesk, Monday.com, Pipedrive, Apollo; Shopify Plus, WooCommerce, BigCommerce; voice/SMS in CRM (e.g. Aloware, Aircall).

HubSpotZohoShopify PlusWooCommerceBigCommerceAlowareAircall

Data integration

Interconnectors and lakes sized to the team — from drag-and-drop BI for small teams to SQL warehouses when reporting load grows.

SnowflakeMicrosoft FabricAWSClicDataStacksync

Problems we typically solve

Where value usually hides.

Throughput & quality

OEE below plan, long changeovers, yield / scrap / rework eroding margin.

Cost & inventory

Product cost too high to win business — VA/VE and cost extraction typically target 10–25% product-cost reduction; stockouts and excess inventory at once.

Systems & quotes

Quotes that take days; systems held together by spreadsheets and memory.

Leadership gaps

Fractional or interim executives when the seat isn’t ready for a full-time hire.

Capital programs

OPEX and CAPEX justification, equipment selection, and launch so spend pays back.

M&A & go-to-market

Diligence, integration, market assessments, pipeline development, and sales training.

Complimentary discovery session

A focused assessment of your operations and technology landscape — then we scope best-fit vendors and BMA delivery together. (828) 521-0297 · sales@biltmorema.com