Charles & Roe — SaaSquach

SaaSquach Sentinel
Onboarding Overview

5–6 weeks from kickoff to live intelligence platform

01

What you get by end of onboarding

02

Five AI agents, fully wired to your data

🦅

Hawk

Sales Intelligence — finds forecast gaps, builds value props, recommends joint vendor calls

🏹

Ranger

Inventory Intelligence — monitors fill rates, flags stockout risks, DC rebalancing

🐾

Trapper

Supplier Intelligence — tracks vendor performance, concentration risk, margin programs

🛡️

Warden

Compliance & Controls — credit risk, margin anomalies, contract compliance, SOX

💰

Bounty

Recovery & Margin — hunts clawbacks, tracks rebates, identifies margin leakage

03

Connects to your ERP via MCP

Summit

Oracle Fusion Cloud
E-Business Suite

Available

Ridgeline

SAP S/4HANA
Blue Yonder SCPO

Available

Timber

Epicor Eclipse
Prophet 21

Available

Elder

COBOL / AS/400
Legacy Systems

Available

Custom connectors (REST API or direct DB) available — 2–3 week build

04

5–6 week journey to live

Week 1

Discovery

Map your org structure, identify ERP systems, assess data readiness

Weeks 2–4

Integration

Connect your ERP via MCP, configure data mappings, initial data load

Week 5

Enrichment

Ingest documents, configure AI agents, role mapping

Week 6

Go Live

User setup, training sessions, platform launch

05

What we need from you

Your Team

  • ✓1 kickoff call — 60 minutes
  • ✓Sample data export (100 customers, 3 years history)
  • ✓ERP read-only access or API credentials
  • ✓Document source access (SharePoint, network share)
  • ✓1 pilot SBU or vertical for initial rollout

We Handle Everything Else

  • ✓Connector configuration & field mapping
  • ✓Full data migration & validation
  • ✓AI agent tuning & testing
  • ✓User training & enablement materials
  • ✓Ongoing monitoring & support
06

Live data, always fresh

~4–8h
Initial data load
(50K–200K customers)
Daily
Sales actuals &
customer master sync
15 min
Commodity price
refresh
4 hrs
Inventory & PO
position sync
07

Training structured for every role

Executive

Platform Overview

30 minutes

C-suite, SVPs — dashboard walkthrough, SBU performance, gap overview

Leadership

Horizon Deep Dive

60 minutes

VPs, Directors, Managers — forecast views, account drill-down, scenario builder

Sales

Hawk Training

60 minutes

Sales Managers & Reps — gap analysis, action plans, vendor joint calls

Operations

Canopy Inventory

60 minutes

Procurement, Ops — inventory dashboard, exceptions, DC optimization

IT / Admin

Admin Training

30 minutes

System admins — user management, data refresh, connector monitoring

08

What success looks like at 90 days

5%
Forecast accuracy at location level
30%+
Of identified gaps closed via Hawk
60%+
Managers using Hawk weekly
50%
Faster reforecast cycle time
0
Surprise margin erosions >2pp
09

Fully managed, enterprise ready

Platform & Security

  • ✓Fully managed cloud deployment
  • ✓AES-256 encryption at rest, TLS 1.3 in transit
  • ✓SOC 2 Type II audit in progress
  • ✓99.9% uptime SLA
  • ✓Optional SSO (SAML 2.0 / OAuth 2.0)

Ongoing Support

  • ✓Dedicated implementation engineer
  • ✓Data sync monitoring & automated alerts
  • ✓Monthly data quality reviews
  • ✓Quarterly business reviews
  • ✓Charles & Roe support team access
10

Let's get started

1

Schedule a discovery call — walk through your org structure and ERP landscape

2

Provide sample data export — 100 customers with 3 years of sales

3

Confirm network access — VPN or API credentials for ERP connectivity

4

Identify pilot group — 1 SBU or vertical for initial rollout

5

Kick off Phase 1 — we start building your hierarchy and configuring connectors

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Charles & Roe — SaaSquach

See what's coming
before it arrives.

Drew Mattie

Charles & Roe

[email protected]

Ready to Start?

5–6 weeks to live

SaaSquach Sentinel

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