Schupan operates three strategically distinct business units — metals trading & logistics, metal service center, and precision manufacturing — each with its own operational rhythm, data profile, and AI opportunity. This proposal is grounded in what your team has shared as described challenges as well as AI enabled capabilities that Altir has created with other industrial customers to support business growth.
01 Three Businesses, One AI Platform
Schupan is not a single-business AI problem. Jordan and Gus described three operationally distinct units — each with its own customers, workflows, data systems, and AI unlock. Getting this wrong means building generic capabilities that serve no one well. Getting it right means Schupan gains compound advantage across all three simultaneously.
02 What We Heard — Directly From Your Team
The following challenges were named explicitly by Jordan, Gus, and Carlos across three conversations.
The goal is to see the biggest examples of impact and where those live in the business or in proprietary IP — to run a more efficient business or deliver to customers differently. I want to accelerate AI adoption to get productivity gains without adding headcount and to share outcomes with existing people rather than hiring more.
03 Why Sovereign AI — Not Another Tool to Subscribe To
"Schupan's trading history, dealer relationships, load patterns, and manufacturing quoting logic are proprietary signals accumulated over decades. The question isn't whether to use AI — you already are. The question is whether the intelligence that emerges belongs to Schupan or to the vendor charging you for access to it."
04 ADAPT — Translating How Schupan Actually Works Into AI
Altir's blueprinting framework powered by ADAPT — for grounding AI investment in operational reality rather than enthusiasm. It produces a prioritized roadmap with measurable KPI impact attached to each capability before a line of production code is written.
Altir embeds with the Schupan leadership and the operational teams across trading, service center, and manufacturing. We map every workflow using a jobs-to-be-done lens: how loads are dispatched and tracked, how quotes are built today, how CAD validation is done step by step, how procurement decisions are made, and where the 50-person logistics team spends its time. We analyze and document what lives in systems, what lives in people's heads, and what institutional knowledge has never been written down. This is the inventory that drives every design decision that follows.
05 Design Principle — Straight-Through Processing With Human Escalation
Gus and Seth aligned on this explicitly: don't try to automate entire workflows immediately. Automate portions of the work (30–40%) to create leverage, and let humans handle edge cases. The system identifies which transactions need a touch and which don't — processing straight through where appropriate and escalating the exceptions with full context already assembled for human decisioning.
06 AI Capability Modules — Built for Schupan's Three Businesses
"Trading group currently moving 41 truckloads a day; goal is to move that to 75 in the next five years… current support headcount feels heavy — some of the logistics workstreams involve roughly 50 people." — Jordan. Motive ELD on captive fleet. No full TMS in brokerage.
Growing from 41 to 75 truckloads/day is not ideally achieved by adding proportional headcount. It requires an intelligent logistics layer that can triage which loads need human attention and which can move straight through — prioritizing touches, automating documentation, and surfacing exceptions before they become problems.
The Logistics Intelligence module integrates with Motive ELD for captive fleet telemetry and provides a load management layer for the brokerage business that fills the TMS gap without ripping out what exists. It ingests load data and runs an optimization engine that scores each load for: routing efficiency (picks, drops, sequencing), billing readiness (weight/quantity denominators auto-feeding invoicing), customer priority (high-touch vs. straight-through), and driver/asset availability.
Altir built exactly this system for a Midwest-based logistics operator — integrating Samsara telematics, building the picks/drops optimization engine, prioritizing which shipments needed human touches, and automating billing feeds from load data. The same architecture translates directly to Schupan's Motive-equipped captive fleet and brokerage operation.
The logistics intelligence layer creates the foundation for a future expansion into AI-assisted grade verification at the yard gate. Companies including AMP Robotics, Recycleye, and Sortera Alloys are actively deploying computer vision systems that automatically identify material types, alloy grades, and contamination levels at intake — capabilities previously requiring experienced human graders or lab spectroscopy. As these systems mature, Schupan is well-positioned to integrate computer vision at intake points, automating grade assessment, flagging contamination, and feeding structured material data directly into the semantic layer and downstream trading intelligence. This capability is subject to evaluation and prioritization with the Schupan leadership team as part of the ADAPT roadmap.
"A common harder problem is integration/validation across multiple drawings/CAD/STL/2D files — on average a package may include ~15 different drawings/files that must be compared for interference and correctness. Currently a human engineer compares files; probably two FTEs spend most of their job on this. They have tried dropping drawings into Claude for analysis and it has found problems." — Gus.
This is the clearest near-term AI unlock in the manufacturing business — and your team has already validated the concept. Two FTEs spending the majority of their time on comparative validation of ~15-file drawing packages is a quantified cost with a direct AI substitution path.
The CAD Validation module builds a structured pipeline: drawing packages are ingested (STL, 2D, CAD, DXF), parsed into a structured representation, and run through an AI validation engine that checks for: dimensional interference across parts in an assembly, tolerance conflicts between drawings and specifications, missing views or incomplete callouts, and consistency between 3D models and 2D drawings. Results are returned as a structured validation report with findings ranked by severity — critical interference flagged immediately, minor discrepancies noted for engineer review.
The human engineer shifts from doing the comparison to reviewing the AI's output and approving or overriding findings. ISO9001 compliance is satisfied by documenting the validation process and statistically tracking accuracy — as Gus noted, the compliance framework requires documentation of process and accuracy, not a specific method. Altir builds the audit trail into the system.
"Some business units sell to thousands of customers from a few locations — different flow than the brokerage truckload business." — Jordan. Seth: "Built customer-facing capability where customers can see warehouse volumes on hand and click to buy or perform RFQ-to-quote flows processed by an engine — instant e-commerce purchase for available inventory or RFQ from spec sheets processed automatically with human-in-the-loop for high-touch accounts."
The Metal Service Center sells to thousands of customers with wide SKU variety. The core competitive lever is quote speed and accuracy — customers who wait hours for a quote will find one faster elsewhere. The RFQ-to-Quote module builds an automated quoting engine that handles the majority of inbound requests with no human touch, reserving human attention for complex, high-value, or relationship-sensitive accounts.
Inbound RFQs — by email, web form, or portal — are parsed, matched against available inventory and pricing rules, and returned as a quote within seconds for standard materials. For spec-based requests, the system interprets material specifications, quantities, dimensions, and tolerances against available stock. Instant-buy is enabled for in-stock materials: the customer sees availability and current price and can commit to purchase immediately.
High-touch accounts (large industrials, relationship customers) are flagged for human review with the draft quote already assembled — the rep edits and sends rather than builds from scratch. This is the same architecture Altir built for global electronic components distribution, adapted for metals service center product types and pricing logic.
"For manufacturing quoting, spec-ing from a CAD/BOM can be transposed into quantities/linear feet/dimensionality for automated quoting and customer affirmation steps." — Seth. Gus: "Two interesting product buckets — high-mix low-volume (qty 1–50, price-insensitive, prototyping/fixtures/repairs) and high-volume standard production runs (require human in the loop and relationships)."
Manufacturing quoting at Schupan bifurcates cleanly into two paths that require different handling — and Gus articulated this perfectly. High-mix/low-volume (prototyping, fixtures, repairs, obsolete part reproduction via laser scanning) is price-insensitive and repetitive enough to automate substantially. High-volume standard production runs require relationship and human judgment at key decision points.
The Spec-to-Price engine ingests customer-provided CAD files, BOM spreadsheets, or spec sheets and extracts the key quoting parameters: material type, quantities, linear feet or dimensions, surface finish requirements, tolerances, and delivery needs. It then generates a draft quote based on current material costs, machine time estimates, and historical job costing for comparable work. For the high-mix/low-volume segment, this quote can be delivered to the customer in minutes rather than days.
The system also handles laser-scan workflows for obsolete part reproduction — one of Gus's named use cases — where a scan file is processed into a manufacturable specification and quoted automatically. The human engineer reviews before customer delivery for complex assemblies, approves for straightforward geometries.
"Procurement and pricing optimization are high-impact areas with gravitational pull across enterprises because of many touch points and orchestration needs… historical plus third-party data to synthesize behaviors and provide next best action guidance… produced multimillion-dollar impact for industrial clients." — Seth. Jordan confirmed the trading group as a core focus area.
The trading desk operates at the intersection of commodity market signals, customer demand, and supply availability — making pricing and procurement decisions under time pressure with incomplete information. Next Best Action intelligence doesn't replace the trader's judgment; it gives them the context to act faster and more confidently.
The module aggregates Schupan's historical trading data from Remas, external market signals, customer purchase patterns from Salesforce, and inbound volume signals to surface: recommended buy/sell prices by commodity grade and volume tier, customer accounts due for proactive outreach based on their purchase cadence, commodity positions approaching risk thresholds, and vendor/supplier performance signals.
Coordination across the trading organization is where the multiplier lives — Gus and Seth aligned that speedier results come from synthesizing behaviors across historical and third-party data. This module builds that synthesis layer as a persistent operational tool, not a periodic report.
The pricing intelligence engine gains significant credibility when grounded in live market benchmarks rather than internal data alone. A range of established market data sources are candidates for integration, including LME (London Metal Exchange) spot and futures prices for ferrous and non-ferrous grades, Fastmarkets AMM regional price indices covering HMS, zorba, copper, and aluminum, and ISRI (Institute of Scrap Recycling Industries) published pricing benchmarks. Combined with Schupan's own transaction history, these feeds would allow the trading intelligence module to produce buy/sell recommendations calibrated to both live market reality and Schupan's specific margin structure and customer relationships.
These integrations represent both a technical and commercial evaluation — data licensing, feed frequency, and integration priority are decisions that require input from Schupan's trading leadership and Carlos's team. Altir will present options and cost/benefit tradeoffs during the ADAPT blueprint phase for the Schupan leadership team to evaluate and approve before implementation.
"A semantic/ontological data model so data speaks for itself and supports AI agents reliably… a semantics layer between domain-specific AI solutions and system of record to provide context and consistent meaning across disparate data sources." — Carlos, Intro meeting. Databricks migration already in motion.
Carlos named the exact right foundational problem: AI agents operating across four systems without a semantic layer will produce inconsistent, unreliable outputs. The same entity — a customer, a commodity grade, a load — has different representations in Remas, Visual Info, Salesforce, and MineHub. Without a unifying ontology, agents hallucinate joins, miss context, and produce results that operators can't trust.
The Semantic Data Layer is the infrastructure investment that makes every other module more reliable. It builds a domain ontology for Schupan's business — encoding grades, customers, loads, contracts, parts, and their relationships in a machine-readable, context-rich form. This layer sits between the AI applications and the source systems, resolving entity references and providing consistent context on every query.
This work aligns directly with the Databricks migration already in motion. Altir builds the semantic layer to sit on top of Databricks, using it as the lakehouse foundation while adding the ontological structure that makes AI outputs reliable and auditable. The result is deterministic behavior for enterprise decisions — exactly the concern Carlos raised about LLM non-determinism in production contexts.
"Claude has been given to everybody; roughly a third engage heavily… most use is guided exploration… IT currently prefers line-by-line code validation which Gus feels limits return to implementation." — Gus. Jordan: "Wants to accelerate adoption to get productivity gains without adding headcount."
Schupan has done something most companies haven't: given Claude to the whole organization. That's the right first move. The next move is structured — identifying where the remaining two-thirds of employees are leaving value on the table and building the workflow integrations that make Claude genuinely productive, not just exploratory.
Altir's Claude Deployment Acceleration program addresses this in three tracks: (1) Finance & Excel — building on the existing Excel add-in adoption by creating structured prompt templates and data workflows for the most common financial analyses; (2) IT & Development — shifting from line-by-line validation to AI-assisted code generation, testing, and documentation with appropriate guardrails; and (3) Operations agents — building the first generation of Schupan-specific AI agents that operate against your actual systems (with the semantic layer as the foundation) for load triage, quote drafting, and drawing validation initiation.
This track also addresses the governance concern Gus raised around citizen developers and shadow IT — building the "empowerment with structure" framework so employees can build their own workflows without creating ungoverned dependencies or data exposure risks.
"Thousands of customers across service center locations — many relationships are dormant, underserved, or reactive. The opportunity is to turn Schupan's CRM data into a proactive demand engine: reaching customers at the right moment, with the right material availability signal, before they've gone elsewhere."
Schupan's Metal Service Center serves thousands of customers, but the depth of that relationship varies enormously across the book. Some accounts are active and transacting regularly; others placed one order a year ago and haven't been contacted since. The Customer Demand Creation module turns this static relationship data into a live outreach engine — identifying which accounts are most likely to need material now, generating personalized outreach anchored to real inventory availability, and tracking the response lifecycle from sent to replied to actioned.
The AI layer runs continuously against the CRM, segmenting accounts by recency, grade preference, purchase cadence, and market signals. When conditions align — a customer who typically buys aluminum hasn't ordered in 6 weeks, and Schupan has strong Zorba availability at competitive pricing — the system surfaces a prioritized outreach task with a pre-drafted message tailored to that account's history. Campaigns can be structured around specific signals: new material availability, seasonal demand patterns, grade-specific shortage alerts, or reactivating dormant accounts.
Each outreach is tracked at the contact level through the full response lifecycle. Response rates, reply content, and conversion to order are captured and fed back into the account scoring model — so the system learns which signals and messages actually convert for Schupan's customer base, not a generic benchmark. This is the compounding advantage: every campaign makes the next one smarter.
Auto salvage operations (Copart, IAA, LKQ) are deploying AI for parts identification, damage assessment, and value estimation from photos. The underlying technology — computer vision for material assessment combined with real-time pricing — is directly transferable to scrap metal grading and intake. This capability is emerging across e-waste and construction recycling as well, and is coming to ferrous/non-ferrous metals faster than most operators expect.
Today, a dealer or industrial seller who wants to understand the value of their scrap before bringing it to a Schupan yard has limited options — they call, they guess, or they go to a competitor potentially for a quote. The AI-Powered Scrap Identification module changes that equation: a seller takes a photo of their material, uploads it through a mobile-optimized partner experience, and receives a preliminary grade assessment and value estimate — along with a short series of clarifying questions to sharpen the evaluation.
The experience works in two modes. For consumer and small dealer sellers, it's a mobile-first interface where a photo of a scrap pile, appliance, vehicle part, or industrial offcut is analyzed by a computer vision model trained on Schupan's material types and grades. The system asks clarifying questions — "Is this material painted or coated?", "Approximately how many pounds?", "Is this ferrous or mixed?" — and returns a preliminary value range with an invitation to bring the material to the nearest Schupan location for a final verified assessment and purchase. For auto salvage and industrial partners, the same technology operates as a B2B intake tool — processing bulk photos of salvage inventory, automatically classifying parts and materials, and generating draft purchase offers for partner review.
This module is positioned as a Phase 3/4 expansion dependent on the semantic data layer and trading intelligence modules being in place. The computer vision model requires training on Schupan-specific material types and pricing, which the ADAPT blueprint will scope. It is explicitly subject to evaluation and prioritization by the Schupan leadership team.
As regulatory scrutiny of secondary materials increases, the ability to track material origin, composition, and chain of custody becomes both a compliance requirement and a competitive differentiator. An AI-powered material passport — capturing where material came from, what grade it was verified as, who handled it, and where it ultimately went — positions Schupan ahead of emerging traceability requirements in e-waste, construction recycling, and eventually ferrous/non-ferrous metals. This capability builds naturally on the semantic data layer and the AI grading system.
Large industrial manufacturers — Schupan's mill and OEM customers — are under increasing ESG reporting pressure and are beginning to require CO2-per-ton data, circularity metrics, and material diversion rates from their recycling suppliers. Radius Recycling (formerly Schnitzer) has already published detailed sustainability metrics. Companies like Greyparrot and Recycleye offer AI-powered sustainability analytics. This capability could be both a near-term differentiator for Schupan with its customers and a compelling platform extension.
Every ton of material Schupan processes has a sustainability story — CO2 emissions avoided versus virgin material production, energy saved, landfill diversion achieved, water conserved. Today, that story exists in the data but has never been quantified and delivered back to the customers who generated it. The Customer ESG Intelligence module changes that: it transforms Schupan's operational transaction data into a customer-facing sustainability dashboard, giving each industrial customer a quantified, auditable record of the environmental impact of their recycling program.
The Customer ESG Score Experience — accessible through the MySchupan customer-facing experience — delivers each customer their personalized sustainability metrics: total tons recycled by material type in any period, estimated CO2 avoided per ton (based on established EPA and industry benchmarks by material), landfill diversion rates, and circularity contribution scores. For large OEM and manufacturer customers who face ESG reporting obligations to their own boards and regulators, this data is not just a nice-to-have — it is becoming a procurement requirement from their sustainability teams.
The module generates automated ESG reports in formats suitable for corporate sustainability disclosures — with Schupan branded, auditable, and citable in customer sustainability reports. This positions Schupan as a strategic partner in its customers' sustainability programs, not merely a commodity service provider — a relationship dynamic that supports both retention and premium pricing. Altir will work with the Schupan team during ADAPT to define the specific metrics, reporting formats, and customer portal experience that best serve Schupan's target customer segments.
07 Platform in Motion — Capabilities at Work
The following demos show Altir-built capabilities operating in live environments. Each scenario is directly analogous to a Schupan use case described in this proposal — not simulations, but production systems processing real workflows. More capability demos will be added as this engagement progresses.
08 Built to Work With What You Have
Altir's approach is embrace-and-extend — no ERP rip-and-replace, no disrupting what works. The modules above are designed to integrate with Schupan's existing technology footprint as it is today, and to evolve as the Databricks migration progresses.
09 Delivery Roadmap — Blueprint, Then Execution
10 Why Altir — What We Bring That Nobody Else Does
Let's start with a 2-day workshop (in Kalamazoo or other) and embed with your teams across all three business units to produce clarity and priorities for each Phase with impact targets.