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Client Story · AI Enablement & Workflow Modernization

From fax machine to front door

The orders arrive as faxed scans from a federal veterans' health agency. The devices — an FDA-cleared wearable migraine therapy — must reach veterans quickly, with every serial number accounted for to government audit standards. In between sits exactly one person. We built the system that makes that possible: AI reads the faxes, and the platform does nearly everything else.

The problem

Government paper, retail speed, audit-grade accountability

The business model is elegant: the distributor is paid per device by the government and processes a veteran-side payment as well. The operations were not elegant. Each order arrived as a faxed scan that someone had to read, retype, and act on — then track a serialized medical device to a veteran's door, take payment, and keep records precise enough for federal auditing. Manual, this scales to exactly as many orders as one exhausted person can type.

Before
Faxed order scans read and retyped by hand
Serial numbers logged manually — audit risk on every keystroke
Payments and shipping handled in separate tools
Reporting assembled when the government asked
After
AI extracts recipient and order data from every fax automatically
Each shipped device's serial number captured in the workflow
Payment processing and carrier labels built into the same flow
Daily shipment & payment reports, audit-ready by default
What we built

The fax goes in. The package comes out.

Every step between intake and doorstep is either automated or reduced to a single review click.

Faxed scan from the federal agency AI extraction recipient · order number key order data auto-populates the order Human review one screen, minimal clicks Serial number assigned from inventory per-device traceability for government audit Payment processed via integrated gateway veteran-side payment, in-flow Carrier label prints · package ships from review to box, minutes
AI handles the reading; the platform handles the rest; the human handles judgment.
1

Faxes land

Scans arrive from the agency; AI turns each into a draft order.

2

Review

The operator confirms drafts — reading, not retyping.

3

Assign & charge

Serial from stock, payment through the gateway.

4

Print & pack

Labels print directly; devices go into boxes.

5

Report

The daily dashboard already has shipments & payments.

Serial numbers are the contract

Government programs don't audit intentions — they audit records. Every shipped device's serial number lives on its order, making "which device went to whom, when" a query instead of an investigation.

Two revenue streams, one flow

Paid per device by the government, plus a veteran-side payment — both accounted for in the same order record, reconciled by the daily reports.

Scale without headcount

14,000+ orders through a one-person operation. The constraint stopped being typing speed and became how fast boxes can be packed.

Results

Small system, outsized leverage

14,000+
orders processed and shipped
1
person running end-to-end fulfillment
100%
of devices serial-tracked for audit
0
faxes retyped by hand
The inputs are faxes and the oversight is federal — and it still runs like modern e-commerce. That's what AI plus workflow design buys you.
Meet the process where it is; automate everything after

Client identity withheld under confidentiality; diagrams recreated for publication.

What this means for you

The same work, productized

AI document extraction in production — faxed scans become structured orders, no retyping.
AI Enablement →
Intake → inventory → payment → shipping as one flow — designed around one operator's day.
Workflow Modernization →
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Does your process start with paper someone has to retype?

Faxes, scans, PDFs — if a human reads it and types it, AI can probably read it instead.

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