Helped uncover $1M+ in procurement savings opportunities through AI workflow capture across ERP-adjacent purchasing processes, then operationalized a SharePoint-backed RAG + HITL workflow that reduced manual work 60% & generated $85K in verified savings.
Role
Sr. PM / AI Lead
Scope
Procurement · ERP-adjacent
Timeline
2024 — 2025
$1M+
Savings opportunities
−60%
Manual work cut
$85K
Verified savings
435+
Queries processed
01 / Context
What was broken.
The starting state
Problem
The starting state.
Buyers spent hours per day chasing live lead times, pricing, and inventory across 4+ disconnected systems.
Critical procurement decisions made on stale spreadsheets — corrected days later when reality caught up.
ERP updates lagged real-world supplier conversations by 2-5 business days, distorting planning downstream.
Approach
What I built.
Indexed authoritative procurement data into a SharePoint-backed RAG knowledge base — single query surface for buyers and planners.
Built a human-in-the-loop approval workflow: AI drafts the ERP-ready update, a buyer approves or edits, the system commits.
Instrumented department-level adoption from day one — Engineering led, Manufacturing and Product followed.
Tight feedback loop: every HITL correction trained the next iteration of prompts and retrieval scoring.
02 / Mechanism
How it actually worked.
WORKDONE · CM Copilot
RAG UI · WORKDONE
The tool teams actually use.
Single query surface for buyers and planners. Authoritative SharePoint docs, embedded and retrieved on demand.
Adoption · 13 departments
Where adoption landed.
Engineering
213
Manufact.
78
Product
52
Operations
34
Marketing
12
435+ queries processed. Engineering led, Manufacturing and Product followed.
03 / Outcome
The numbers that mattered.
Outcome
Headline result
$1M+
Procurement savings opportunities surfaced through AI workflow capture across ERP-adjacent processes. $85K already verified · 60% manual work cut.
04 / Takeaway
The fastest AI ROI is boring infrastructure work.
In one line
No model fine-tuning. No agent orchestration. Just clean retrieval over the right docs and a human gate on the write path — $1M+ in savings opportunities surfaced, $85K verified, 60% of manual work gone.
