Challenges: Fragmented Systems, Manual Reporting, and Slow Quote Approvals
CM Buck & Associates, a leading lighting and controls representative agency, faced challenges managing inventory, quoting, and operations across multiple disconnected systems. Critical business data lived in their ERP and supporting tools, requiring manual queries, spreadsheet exports, and static custom reports just to answer routine operational questions.
Generating accurate quotes required toggling between systems to validate product availability, creating delays and limiting responsiveness to customers. Without a dedicated IT or BI team, reporting responsibilities fell to operations, creating bottlenecks, slowing decision-making, and restricting scalability.
Solutions: Unified Decision Intelligence with Athena
Real-Time Inventory Insights
Athena, ConverSight’s conversational AI Employee, instantly answers every business questions – giving the team instant clarity without spending hours in spreadsheets or emails.
Automated Quote Approvals
ConverSight enables faster review, approval, and response to quotes by providing real-time product availability—helping the team accelerate their workflow and reduce delays.
Lean Operations Enablement
With no internal BI or IT team, the operations manager can now independently access and act on insights, supporting business growth with a leaner team.
Smarter Purchasing Decisions
Insights into aging inventory and stock by brand/location helped optimize purchasing, reduce excess, and drive efficiency.
Athena AI
| Before ConverSight | After ConverSight |
|---|---|
| Data spread across multiple systems required manual queries and spreadsheets | Unified data across systems provided a single source of truth |
| Quote validation required toggling between systems and static reports | Real-time inventory insights accelerated quote approvals |
| Reporting fell to operations due to lack of BI resources | Self-service access empowered lean operations |
| Limited visibility into aging inventory and stock by brand | Actionable insights improved purchasing and inventory optimization |
We used to spend hours digging through emails and spreadsheets to find order details. Now, with ConverSight, everything we need is in one place, it’s transformed how we operate. ConverSight gave us enterprise-grade insights without needing a full IT team. We can now make smarter, faster decisions with total confidence.
Rebecca, Operations Manager, CM Buck & Associates
Industry:
Electrical Equipment & Distribution
Company Type
Distribution
ERP:
Fishbowl
