Schupan
Confidential · Executive Proposal

AI Growth Platform for
Three Distinct Businesses

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.

Submitted byAltir LLC
ContactSeth Marlatt & Jay Garside
Engagement modelAI Software Foundry · ADAPT Blueprint · Sovereign IP
PreparedJune 2026
Trading Volume Target 41 → 75 Truckloads/Day
Logistics Headcount ~50 People in Workstreams
CAD Validation ~2 FTEs · ~15 Drawings/Package
Claude Rollout Org-Wide · 1/3 Heavy Engagement
TMS Gap No Full TMS in Brokerage
ERP Landscape Visual Info · Remas · Salesforce · MineHub
Telematics Motive ELD · Captive Fleet
Goal Productivity Gains Without Headcount Adds
Trading Volume Target 41 → 75 Truckloads/Day
Logistics Headcount ~50 People in Workstreams
CAD Validation ~2 FTEs · ~15 Drawings/Package
Claude Rollout Org-Wide · 1/3 Heavy Engagement
TMS Gap No Full TMS in Brokerage
ERP Landscape Visual Info · Remas · Salesforce · MineHub
Telematics Motive ELD · Captive Fleet
Goal Productivity Gains Without Headcount Adds

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.

🚛
Metals Trading & Logistics
Buy, sell, and move commodity metals domestically and internationally. Brokerage and captive fleet. Intermodal, trucking, ship movements across hundreds of facilities, Midwest and beyond.
Target: 41 → 75 truckloads/day · ~50 ops/admin headcount · No full TMS
Metal Service Center
Sells to thousands of customers from a small number of locations. High SKU variety, inbound RFQ volume, instant-buy and quote flows across a wide customer base.
Thousands of customers · RFQ-to-quote core workflow · CRM deployed capabilities
Precision Manufacturing
High-mix/low-volume and standard production runs. CAD/BOM-driven quoting. Multi-file drawing validation (avg. ~15 files/package). ISO9001 compliance. Laser scanning for obsolete part reproduction.
Dedicated engineers to validate customer inputs · Automation of Variability & CAD/CAM AI opportunity confirmed

02 What We Heard — Directly From Your Team

The following challenges were named explicitly by Jordan, Gus, and Carlos across three conversations.

01
No TMS in Brokerage Trading
The trading/brokerage group has a platform to execute trades but not a full TMS. Growing from 41 to 75 truckloads/day without a logistics intelligence layer means the cost of coordination scales linearly with volume — and likely faster.
↳ Jordan, Use Cases meeting
02
~50 People in Logistics Workstreams
Operations and admin teams supporting customers daily across AR, AP, and logistics. That headcount feels heavy to Jordan. The goal is not to cut people — it's to redirect them from repetitive coordination tasks to higher-value work without adding headcount to reach 75 loads/day.
↳ Jordan, Use Cases meeting
03
CAD File Validation — 2 FTEs, Manual
Engineering spends most of their time comparing ~15 drawings/files per package for interference and correctness. They have already tested Claude on this and it found problems. This is a validated, automation-ready use case with known FTE cost and a clear straight-through processing threshold.
↳ Gus, Use Cases meeting
04
RFQ-to-Quote Latency at Service Center
Thousands of customers, many locations, high SKU variety. The time from an inbound RFQ to a returned quote is a competitive lever. Customers who can get an instant buy for in-stock material, or an automated spec-based quote, have less reason to shop alternatives.
↳ Jordan & Seth, Use Cases meeting
05
Four Systems, No Unified Data Layer
Visual Info (manufacturing), Remas (trading), Salesforce (domestic contracts), MineHub (international) — plus a planned Databricks migration. Carlos named the need for an ontological/semantic layer so that AI agents can reason reliably across these sources without context collapse.
↳ Carlos, Intro meeting
06
Claude Deployed But Under-Leveraged
Claude is org-wide but ~1/3 engage heavily. Most use is guided exploration. Finance gets strong value from the Excel add-in. IT is doing line-by-line code validation instead of letting AI accelerate implementation. The productivity ceiling is visible — but the infrastructure to raise it isn't in place yet.
↳ Gus, Use Cases meeting

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.

— Jordan D. Schupan, CEO · Use Cases Meeting, May 26, 2026
41→75
Truckloads/day target in 5 years
83% volume increase · same or leaner ops
~2 FTE
Engineering time on CAD file validation
Already tested Claude · AI scenario validated
~50
Logistics ops & admin headcount
Jordan: "feels heavy" · ripe for AI leverage
~15
CAD/drawing files per validation package
Inference + correctness · manual today

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."

✓ Altir Sovereign AI Approach

What Schupan owns at the end

  • Full perpetual license to all built IP — Altir's only ask is no resale as software
  • Semantic/ontological data layer that bridges Visual Info, Remas, Salesforce, and MineHub
  • Models trained on Schupan's actual load data, pricing history, and quote patterns
  • Intelligence that compounds: every load moved, quote accepted, and drawing validated makes the system smarter
  • Embrace-and-extend: no ERP rip-and-replace, built to sit alongside existing systems
Subscription SaaS Path

What you rent instead

  • Generic model with no Schupan-specific training data
  • Another silo that doesn't bridge your four existing systems
  • Vendor-defined workflow that approximates but never matches your process
  • Competitors buy the same capability next quarter
  • Intelligence resets when you stop paying

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.

Discover
Blueprint
Prototype
Architect
Transform

Discover — map the real work across all three business units

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.

Straight-Through Processing Model — Applied Across Schupan's Workflows
Inbound Event
Load, RFQ, Drawing package, Invoice
AI Triage Engine
Confidence score + rules assessment
Auto-Process
Standard · High confidence · Rules match
Human Escalation
Complex · Low confidence · GM account
Automated straight-through
Human-in-the-loop escalation

06 AI Capability Modules — Built for Schupan's Three Businesses

M-01 Logistics Intelligence & Route Optimization Engine
Trading & Logistics Highest Volume Impact
↳ Directly from your team

"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.

Future Expansion · AI Vision for Yard & Intake

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.

Altir Tools & Capabilities Accelerating this Module
Sales order lifecycle (Created→Shipped→Closed) Purchase order management Multi-entity / multi-region architecture Autopilot triage & straight-through processing Notification engine (exception alerts) Invoice auto-generation from load denominators Dynamic KPIs: loads dispatched, in-transit, exception count
M-02 CAD / Drawing Package Validation — AI Engineering Assistant
Manufacturing Immediate FTE Unlock
↳ Directly from your team

"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.

Altir Tools & Capabilities Accelerating this Module
Project / BoM multi-file framework Risk assessment per line item Autopilot AI validation layer Human-in-the-loop escalation routing Task management (engineer review queue) Audit trail (ISO9001 documentation) Part health / lifecycle monitoring
M-03 RFQ-to-Quote Automation & Instant Buy — Service Center
Metal Service Center Customer Experience
↳ Directly from your team

"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.

Altir Tools & Capabilities Accelerating this Module
RFQ → Quote → Order pipeline Instant-buy (inventory-available) flow Account/Contact CRM (thousands of customers) Sourcing intelligence (inventory by grade/location) Quote expiration tracking Multi-currency / multi-entity (domestic + international) Self-service customer portal (MySchupan) Autopilot triage (standard vs. high-touch routing)
M-04 Manufacturing Quoting from CAD/BOM — Spec-to-Price Engine
Manufacturing Quote Velocity
↳ Directly from your team

"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.

Altir Tools & Capabilities Accelerating this Module
BoM upload and parsing (multiple file formats) Project multi-line tracking with per-line risk Autopilot quote generation Human-in-the-loop for high-volume runs Part lifecycle (obsolete part reproduction workflow) Quote expiration + customer affirmation flow Customer portal (spec upload → quote delivery)
M-05 Procurement & Trading Intelligence — Next Best Action
Trading & Logistics Margin Intelligence
↳ Directly from your team

"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.

Third-Party Market Data Integration — Subject to Leadership Evaluation

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.

Altir Tools & Capabilities Accelerating this Module
Sourcing intelligence (multi-grade comparison) Trending commodities dashboard widget Proactive opportunity panel Autopilot next-best-action recommendations Campaign engine (outreach to active buyers) Account activity & recency tracking Multi-currency / multi-entity (domestic + intermodal + international) Third-party data integrations (LME · Fastmarkets · ISRI — subject to approval)
M-06 Semantic Data Layer (Cognition DB) — Bridging Visual Info, Remas, Salesforce & MineHub
All Business Units Platform Foundation
↳ Directly from your team

"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.

Altir Tools & Capabilities Accelerating this Module
Cognition DB (Semantic Layer foundation) Multi-entity architecture (legal entity separation) Global search across all object types xCRM / external system cross-reference IDs Integrations module (ERP connectors, API layer) Admin console (data governance rules) Role / permission / user management Activity timeline & audit trail (determinism layer)
M-07 Claude Deployment Acceleration — From Exploration to Outcome
All Business Units Productivity Multiplier
↳ Directly from your team

"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.

Altir Tools & Capabilities Accelerating this Module
Haven Cloud (deployment & governance foundation) Autopilot AI layer (agent foundation) Persistent AI assistant widget Role-aware access & permissions Notification engine (agent alerts) Admin console (governance & guardrails) Task management (agent-created tasks) Integrations (Claude API + Schupan systems)
M-08 Customer Demand Creation — AI-Driven Account Activation & Outreach
Metal Service Center Revenue Growth
↳ Directly from your team

"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.

Altir Tools & Capabilities Accelerating this Module
Campaign engine with goal types (demand generation) Account/Contact CRM with recency scoring Autopilot AI outreach drafting Contact lifecycle (Lead → Active → Dormant) Response rate tracking (Sent → Replied → Actioned) Batch enrollment from segmented account lists Trending inventory signals (available grades → outreach triggers) Account activity heat panel (recency buckets)
M-09 AI-Powered Scrap Identification — Partner & Mobile Experience
Trading & Logistics Future Expansion
↳ Adjacent Industry Signal · Auto Salvage & Vision AI

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.

Material Provenance & Traceability — Chain of Custody Layer

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.

Altir Tools & Capabilities Accelerating this Module
Computer vision model (material classification) Mobile-optimized partner experience (MySchupan portal) AI clarifying questions engine (conversational intake) Preliminary value estimation (grade × weight × market price) Account/Contact CRM (seller profile & history) Autopilot draft offer generation Semantic layer (grade classification → pricing → trading intelligence) Material provenance tracking (chain of custody)
M-10 Customer ESG Intelligence — Sustainability Reporting & Score Experience
All Business Units Future Expansion
↳ Emerging Procurement Requirement · ESG Intelligence

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.

Schupan ESG Score — What a Customer Sees
2,847
Tons Recycled · YTD
4,271
MT CO₂ Avoided · YTD
98.4%
Landfill Diversion Rate
A
Circularity Score
Illustrative metrics — actual calculations calibrated with Schupan and EPA/industry benchmarks during ADAPT
Altir Tools & Capabilities Accelerating this Module
Customer-facing experience (MySchupan ESG dashboard) Transaction data → sustainability metric calculation engine CO₂ avoidance modeling (EPA benchmarks by material type) Circularity score algorithm (grade, diversion rate, end-use destination) Automated ESG report generation (PDF, structured data export) Role-based access (customer sees own data only) Semantic layer (transaction → grade → impact calculation) Account-level ESG trend history

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.

Logistics Orders & ELD Automation
5:00
M-01 · Logistics
Logistics Orders & ELD Automation
Live order management platform showing the full load lifecycle from tendering through delivery — integrated with Samsara ELD telemetry for real-time status updates. Demonstrates how order status transitions (Tendered → Verified → Planning → Routed → In Transit → Out for Delivery → Delivered → Ready for Billing) are driven automatically by ELD events, eliminating manual status chasing across a fleet. The timeline tab shows exactly which system and which person touched each status change — full auditability with zero paper trail.
CRM Agentic Campaigns
4:43
M-08 · Customer Demand
CRM Agentic Campaigns — AI-Driven Outreach
AI-powered campaign execution for a Texas Instruments component shortage scenario — directly analogous to Schupan running a grade-availability or shortage-alert campaign to its service center customer base. The AI agent drafts personalized outreach emails per contact, performs account analysis to assess relationship context and urgency framing, tracks responses in real time, and generates follow-up messages. The right panel shows the agent's reasoning at each step — confidence scores, account analysis, and email rationale — making the AI's decisions transparent and auditable by the rep managing the campaign.
Customer Requirement Upload
4:31
M-03 · RFQ-to-QuoteM-02 · CAD Validation
Customer Requirement Upload, Health Assessment & Sourcing
A customer BOM (Excel, 50 parts) is uploaded and instantly parsed into a structured project. The platform runs automatic health assessment across all line items — scoring each part by lifecycle status (Active, NRND, LTB, Obsolete), risk level, lead time, country of origin, and end-of-life runway. A project health score of 86 is surfaced with a risk breakdown: 4 high-risk parts, 2 medium, 35 low. Clicking any line item opens a full part intelligence panel with sourcing options, RoHS status, and recommended next action (e.g. "Add buffer stock"). This is the foundation for Schupan's RFQ-to-quote automation and customer input validation workflows.
Dynamic Production Alerting
4:31
M-04 · Procurement IntelligenceM-05 · Trading Intelligence
Dynamic Production Alerting & Integrated Replenishment
Real-time supply alert dashboard showing 12 active alerts across production plants — 4 "Needs Action," 7 "Needs Attention," classified by runout time and production day coverage. Each alert expands to show the exact runway calculation: "Runway (6.8h) ≤ Lead Time (8h) — not enough time to receive new shipment." The system surfaces emergency escalation options and supplier-proposed remediation steps. A separate lane rates view shows contracted vs. market vs. expedited freight rates by destination, with markup transparency. Applied to Schupan: this is the commodity exposure and replenishment intelligence layer for the trading desk, surfacing which grades are at risk before they become operational disruptions.
Ontology Entities
2:50
M-06 · Semantic Data LayerM-07 · Claude Deployment
Ontology Entities — Locations, Accounts & Agentic Tasks
Demonstrates how the Altir platform's ontological data model structures real-world entities — locations with hours of operation, zone assignments, and account linkage — enabling AI agents to reason reliably across them. The Tasks view shows AI-generated workflow tasks (ACH Confirmation, Adjusted Invoice, Customer Pricing) linked directly to orders, assigned to specific users, with priority and status tracking. This is the semantic foundation layer in action: structured entities that give AI agents the context they need to take consistent, auditable actions across Schupan's four source systems without hallucinating joins or losing relational context.
Sales Orders & Sourcing — Full Procurement Lifecycle
7:22
M-03 · RFQ-to-QuoteM-05 · Trading Intelligence
Sales Orders & Full Procurement Lifecycle
End-to-end view of the sales order and procurement lifecycle — from a live order book showing 19,466 orders across allocation states (Back Ordered, Allocated, Unallocated, Ready to Ship, Shipped, Needs Approval) through individual sourcing requests. The demo walks through recording supplier offers against a sourcing request — capturing supplier location (Germany), buyer assignment, MPN, quantity, pricing, and freight costs — then follows the resulting purchase order through the full approval checklist: parameter approval, sourcing approval, pricing approval. Demonstrates the allocation linkage from PO back to sales order and the multi-entity architecture (US/DE entity prefixes). Directly analogous to Schupan's RFQ-to-commitment workflow and supplier procurement processes across its trading business.
Warehouse Receiving, QC & Fulfillment Flow
6:37
M-01 · LogisticsM-06 · Semantic Layer
Warehouse Receiving, QC & Fulfillment Flow
Live warehouse operations platform showing receiving lines across status buckets: Pending Arrival, Received, QC Received, In QC, In QC Review, Inspected, On Hold, Released. The demo shows real-time status progression — a line moving from Created to QC Received with a success notification — then transitions to Sales Orders with orders filtered to Ready to Ship and Inspected states, showing allocation summaries (B/A/RRS/P/S columns) across multiple suppliers including Nexperia, Kingbright, EM Devices, and ams OSRAM. The multi-tenant global architecture (US/DE entity prefixes) and cross-system allocation linkage is visible throughout. Applied to Schupan: this is the operational layer for managing inbound material flow from intake through inspection, holding, and release for shipment.
RFQ Lifecycle — Sourcing Request to Opportunity Creation
7:27
M-03 · RFQ-to-QuoteM-08 · Customer Demand
RFQ Lifecycle — Sourcing Request to Opportunity Creation
Detailed walkthrough of the RFQ and sourcing request lifecycle — starting with an individual RFQ line (BAV99 rectifier, 1,250 units, General Motors OEM account, Kokomo IN, lifecycle status: Obsolete with health score 25/High Risk) in Sourcing Requested status. Shows the part health detail panel with lifecycle date and full analysis link, then demonstrates creating a new RFQ/Opportunity from scratch: account and contact selection, sales person assignment, manual line entry with MPN, manufacturer, quantity, currency, target price, need-by date, requirement type and level, sourcing type. The three-tab data entry flow (Add lines manually / Upload a file / Copy & Paste) mirrors exactly how Schupan's service center team would create quotes from inbound customer requests — and how the system would handle both standard repeat orders and new opportunity creation from RFQ intake.

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.

Existing Systems — Integrated Into, Not Replaced
Visual Info (Manufacturing ERP) Remas / RIMAS (Trading ERP) Salesforce (Domestic Contracts CRM) MineHub (International Trading) Motive ELD (Captive Fleet) Databricks (In-Migration)
Altir Layer — What We Add
Next Best Action Agent Semantic / Ontological Data Layer AI Triage & Straight-Through Engine CAD Validation Pipeline Quote Automation Engine Logistics Optimization Layer Schupan-Specific AI Agents

09 Delivery Roadmap — Blueprint, Then Execution

Phase 0
Wks 1–7
ADAPT Blueprint — All Three Business Units
Embed with Jordan, Gus, Carlos, and operational leads. Map workflows across trading, service center, and manufacturing. Score against ADAPT criteria. Produce prioritized roadmap with KPI impact targets. Identify CAD validation pilot scope as immediate quick win.
Workflow inventory ADAPT scorecard Prioritized backlog KPI impact model Data architecture assessment
Phase 1
Wks 5–12
CAD Validation Pilot + Semantic Layer Foundation
Deploy CAD Drawing Validation module — fastest path from blueprint to production value since the team has already validated Claude can do this. Simultaneously build the semantic data layer foundation on Databricks. Establish governance framework for Claude deployment org-wide.
CAD validation v1 live Engineer review queue ISO9001 audit trail Semantic layer v1 Claude governance framework
Phase 2
TBC
Logistics Intelligence + RFQ-to-Quote Automation
Deploy logistics triage engine connecting to Motive ELD for captive fleet. Build quote automation for service center inbound RFQ volume. Activate manufacturing spec-to-price engine for high-mix/low-volume segment. These modules compound on the semantic layer built in Phase 1.
Logistics triage live Motive ELD integration RFQ auto-quote v1 Spec-to-price engine
Phase 3
TBC
Trading Intelligence + Full Platform Integration
Deploy Next Best Action trading intelligence layer across Remas and trading team. Customer-facing experience (MySchupan) for service center. Full AI command center dashboard for Jordan, Gus, and business unit leads. Begin 75-loads/day operational scale-up with the intelligence layer fully operational.
Trading intelligence live MySchupan portal Executive dashboard Full integration
Ongoing
TBC
Compounding Intelligence — Every Transaction Trains the System
Quarterly KPI reviews against ADAPT baseline. Model retraining on Schupan's accumulating operational data. Capability expansion as the platform learns. The business toward 75 loads/day is supported by a system that gets measurably smarter with every load moved, quote issued, and drawing validated.
Quarterly KPI review Model retraining Capability roadmap updates

10 Why Altir — What We Bring That Nobody Else Does

We Built Turvo
The Altir team built Turvo — the supply chain platform Schupan vetted. Our experience in supply chain and transportation technology is the foundation for Altir’s capabilities, bringing the best attributes of Turvo forward and evolving the challenges.
Production-Hardened Capabilities
Altir’s production platform runs at 179K+ transaction scale in live production. Every module we propose draws on battle-tested capability. Faster delivery, lower risk, no greenfield prototyping.
Simple, Perpetual License
Every line of code and every model weight built for Schupan belongs to Schupan. Full perpetual license. The only ask: don't turn around and sell it as software. Your competitive intelligence stays yours.
Fixed-Fee, Outcome-Accountable
Fixed-fee engagement model. We assume risk based on desired outcomes, not billing hours. We don't camp out — we get to proof points. The KPI targets we establish in ADAPT are the contract we hold ourselves to.
Embrace-and-Extend ERP Philosophy
Visual Info, Remas, Salesforce, and MineHub aren't going anywhere. We build on top of them — the semantic layer and AI modules sit alongside your ERPs, not instead of them. No disruption to systems of record.
CAD Validation in Weeks, Not Months
Your team already validated the concept — Claude found problems in drawings. The distance from "this works" to "this is in production saving 2 FTEs" is Altir's job to close quickly. Phase 1 pilot in weeks, not a year-long transformation program.

Phase 0 and Phase 1 are estimated between $150–$300K.

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.

Prepared by
Seth Marlatt & Jay Garside
Altir LLC · AI Software Foundry
altir.co
CONFIDENTIAL · ALTIR LLC · PREPARED FOR SCHUPAN & SONS · JUNE 2026 · NOT FOR DISTRIBUTION