Approach

Remix Partners began with a four-week discovery phase, embedding alongside the engineering team to map how design documentation actually moved through the quoting process — not how the SOPs said it should. That ground-truth view shaped a phased build that prioritized integration with existing CAD and ERP systems over greenfield tooling, so engineers could adopt the workbench without changing the software they already trusted. Rollout was deliberately gradual, starting with a single product line before expanding across the portfolio.

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• Mapped engineering workflows through on-site shadowing and RFQ traceback
• Integrated directly with existing CAD libraries and the client's ERP backbone
• Developed and fine-tuned hybrid NLP + rules-based models for document generation
• Validated outputs with senior engineers across 200+ historical orders before go-live
• Rolled out in phases, starting with one product line and expanding quarterly