Forecastrax
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§ 01
Why consulting first

Why AI consulting fails without a prior diagnosis.

Most industrial companies start their digital transformation in the wrong place: they buy a tool, hire a vendor or copy what their competitors are doing. The result is investment without return and frustrated teams.

Forecastrax's strategic consulting has one clear goal: to give you a real map of your current situation and a roadmap prioritised by impact and feasibility. No generics. No empty promises.

At the end of the process you know exactly where to invest, where to start and what return to expect. And you can execute it with us or with whoever you choose.

§ 02
The process · Caliber Method

Caliber Method™: 6 Phases of Industrial AI Consulting

The Caliber Method is our diagnosis and planning framework. Structured, repeatable and adapted to the reality of industrial SMEs.

Caliber 01
Strategic Immersion
Leadership · Strategic framework

The company's 3, 5 and 10-year objectives, challenges and strategic lines, before talking about AI. We define the framework (objective → challenges → lines of action) every opportunity will be assessed against.

Caliber 02
Department Interviews
Each area · Interviews

In-depth interviews with the key person in each area: processes, tools, pain points and day-to-day risks.

Caliber 03
Coding Sheets
Each department · Sheets

One sheet per department with processes, time, tools, data and inefficiencies, plus the business insights we detect, not only automation ones.

Caliber 04
Opportunity Bank
Cross-functional · Dashboard

AI opportunities added to an interactive dashboard, filterable by challenge and by line of action, including those that cut across departments.

Caliber 05
Prioritisation
All departments · Survey

Time-allocation and prioritisation survey: how much time each person spends on each process and what they would prioritise, add or discard outright.

Caliber 06
ROI & Roadmap
Leadership · Final report

Budget for the selected opportunities, ROI for each one and a roadmap ordered by impact, cost and dependencies. We hand over the final report, the annexes (sheets and opportunity bank) and the updated dashboard.

§ 03
What it includes

AI Consulting Deliverables: Diagnosis, Opportunity Map and Roadmap

Deliverable 01
Final Report and Sheets

A complete picture of the company, department by department, measured against leadership's strategic framework.

  • → Strategic framework: objective → challenges → lines of action
  • → Coding sheet per department
  • → Processes, time, tools, data and inefficiencies
  • → Business insights beyond automation
Deliverable 02
Opportunity Bank

An interactive dashboard with every AI opportunity detected, validated by the team that does the work every day.

  • → Filterable by challenge and line of action
  • → Cross-functional opportunities between departments
  • → Real hours spent per process
  • → Team priorities and discards
Deliverable 03
Roadmap

Implementation plan for the selected opportunities, with the budget and ROI of each. Presented in executive format.

  • → Budget per selected opportunity
  • → ROI assessment for each one
  • → Ordered by impact, cost and dependencies
  • → Updated dashboard for follow-up
§ 04
Who it's for

Who Strategic AI Consulting Is For

Profile 01
Industrial manufacturers

Manufacturing, machinery or component companies that want to identify where AI can cut operating costs or improve quality without knowing exactly where to start.

Profile 02
B2B companies with a sales team

Organisations with their own sales force that want to modernise prospecting, forecasting and quote generation without changing their entire technology stack.

Profile 03
Management that wants facts, not slide decks

Managers and directors who have received plenty of digital transformation proposals and want an honest diagnosis, with real numbers and recommendations that can actually be executed.

Start with
the diagnosis.

Free · No commitment · 48 h response Request the diagnosis → A 30-min call is enough to get started