Digital Assistants & automation consulting
Bots and Digital Assistants for sales, service, and prospecting; workflow automation for digests, pipeline reviews, and meeting prep. Multi-vendor selection + BMA implementation. A human always approves.

17 operating partners with 700+ years of combined experience, leading digital transformation, Lean and Six Sigma, VA/VE, company valuations and interim management.
The BMA advantage
Operators, not just advisors — focused on lower middle market manufacturers, distributors, and PE portfolio companies in that band.
From friction to flow
How we engage software
BMA sells and implements other vendors’ software. We are not a single-stack software company. We help you choose the right systems for each function, then put operators on the floor until they work — ERP, CRM, CPQ, e-commerce, MES, WMS, automation, and adjacent tools.
When an owned operating platform helps (for example Max_Knowledge, a Recursive Improvement Platform™ via Got Bots, or proprietary software), we treat it as one option among others — never the only stack. Max_Knowledge Module Pack modules include Max_Strategy, Max_Leadership, Max_Intelligence (competitive analysis), Max_Product_and_CPQ (LIVE), Max_Sales, Max_Lean_Six_Sigma, Max_Learning, Max_Reliability_CMMS, and Max_People.
Industries
Engagement patterns
Generic capability cards — no client logos; no quantified results beyond what is already public-pattern language.
Remapped warehouse flow with SKU analysis; implemented inventory management and an ERP platform.
Deployed CRM, CPQ configurator, and e-commerce for a manufacturer with a broad SKU catalog.
Rapid improvement plan: Lean manufacturing, OPEX reduction, and digital stack implementation.
Integrated CRM, product configurator, and quoting — quote turnaround cut from days to minutes.
Work examples
Built and delivered by 17 operating partners with 700+ years of combined experience. Digital Teammates propose. Humans decide.
SORI™ system of record intelligence: connects your ERP, CRM, inboxes and spreadsheets so teams decide faster.
View Max_Knowledge →System of record intelligence that puts your company's knowledge to work alongside your existing or a reasonably priced system of record.
View SORI™ →Strategy as an operating system: workshops, monthly KPI reviews and named owners.
View Max_Strategy →Thought leadership distilled, with verified quotes and source links.
View Max_Leadership →
Lean, Six Sigma and continuous improvement tools to find waste and fix it on the floor.
View Max_Lean_Six_Sigma →Product configurator and quoting for manufacturers, connected to your existing or a reasonably priced system of record.
View Max_Product_and_CPQ →Reliability and CMMS: assets, work orders and downtime, alongside your existing or a reasonably priced system of record.
View Max_Reliability_CMMS →Free download: distilled wisdom from public literature, plus a Learning & Teaching Agent. A person approves.
View Max_Learning →Start with a conversation about the business, the systems, or the seat you need filled. Lead notifications go to sales@biltmorema.com.