WebisoftAI Automation
Proposal
Low-risk discovery and automation tracks for customer service and product design
Attention: Gavin Lynch
Context
Lynch Fluid Controls designs and manufactures hydraulic motion control manifolds and integrated hydraulic systems, running the business on Microsoft Business Central with Copilot in some workflows and Power BI for reporting. This proposal maps where AI and automation can remove manual, repetitive, error-prone work across customer service and product design while fitting the security posture your aerospace and defense customers require.
The intent is to prove value on a small, measurable pilot before any broader rollout, and to build on your early Copilot use rather than replace how your team works.
Discovery
$2,500
CAD fixed fee
Timeline
2-3
weeks discovery
Track investment
<$10K
CAD per quick-win track
How we will work together
Guiding Principles
Start small and prove value
Quick-win pilots with measurable time savings come before any company-wide deployment.
Fit the existing stack
Solutions integrate with Business Central and your design management system through their APIs rather than replacing them.
Keep a human in the loop
AI drafts, suggests, and looks up; your team reviews and decides, especially on the design side.
Security first
Architecture is designed for data residency, access control, logging, and least privilege access to meet CMMC and CPCSC requirements. Closed-box models on controlled infrastructure are the default for sensitive data.
Targeted over general
Custom, domain-specific tools built for your data flows deliver higher accuracy and ROI than general-purpose assistants.
Fixed fee $2,500 CAD
Discovery Phase
The $2,500 CAD discovery fee is credited in full toward the first implementation track if you proceed.
Over 2 to 3 weeks we run workshops with your customer service, engineering, and IT stakeholders and take scoped access to the relevant systems. The goal is to confirm the highest-value automation targets, validate feasibility against your security requirements, and agree on the success metrics we will measure against.
You finish discovery with a clear scope, a plan, and no obligation to continue.
Discovery outcomes
Three automation tracks
Opportunity Tracks
Order Entry and Customer Inquiry Handling
Today
Your staff manually research information inside Business Central to answer price checks, stock availability, and order status, and they transcribe purchase order requests by hand. This is slow and prone to errors from typos on similar part numbers.
What we build
We build an AI first-line support agent that reads incoming inquiries, pulls live data from Business Central, and either responds directly or escalates based on request type. Communication actions are logged back into your systems automatically.
Trial / impact
Before go-live, the agent runs in a closed loop alongside your team through a trial dashboard, so you can compare its output to human performance side by side before trusting it with customers.
Product Design and Validation Support
Today
Your engineers spend hours designing hydraulic manifolds that often resemble designs already held in your design management system. Saving even a few hours per design is meaningful, and it helps preserve design knowledge as experienced staff retire.
What we build
We build a recommendation engine that scans your existing design library for feature-based similarities and application tags such as agricultural or mining, then notifies engineers of matching or near-duplicate designs so they reuse rather than rebuild.
Trial / impact
It runs as a daily scan and stays a suggestion tool. Engineers review and adapt every recommendation, so the workflow layers onto your process instead of replacing it.
Metadata such as material, size, features, and application tags guides the search, and part of the work in this track is making that tagging effective.
AI Ramp and Fit Mapping
Today
You already use Copilot in places. The question is where general-purpose tools serve you well and where custom, API-integrated solutions will deliver higher accuracy and ROI.
What we build
This track maps where general-purpose tools serve you well and where custom, API-integrated solutions built for your specific data flows will deliver higher accuracy and ROI.
Trial / impact
The output is a targeted adoption plan rather than broad, unfocused tooling, and a practical path for your team to ramp onto AI in a way that fits the business.
CMMC and CPCSC aligned
Security and Compliance
Given your aerospace and defense customers, any solution touching sensitive email or system data is built around data residency, role-based access control, full logging of communication actions, and least privilege access, consistent with CMMC and CPCSC standards. A closed-box model running on controlled infrastructure is our default for sensitive workloads.
These requirements may add to project cost, but we plan for them from the start rather than treating them as blockers. The specific architecture would be confirmed with your IT team during discovery. Webisoft works entirely onshore in Canada with a senior in-house team, which supports your data residency and compliance needs directly.
From discovery to go-live
Phased Roadmap
Discovery
2 to 3 weeks
Workshops, scoped system access, target selection, security design, and agreed success metrics.
Pilot build
Per track
Implementation of the first agreed track, integrated to Business Central or your design management system.
Trial, closed loop
Per track
The AI runs alongside your team with a comparison dashboard before go-live.
Go-live and iterate
Per track
Deploy, measure against the success metrics, then evaluate the next track.
All figures in CAD
Pricing Summary
All figures in Canadian dollars (CAD).
Discovery phase
$2,500
Fixed fee, credited in full toward the first implementation track.
Implementation per track
Under $10,000
For the initial quick-win scope of each track.
Security-hardened architecture
Scope-dependent
May adjust track pricing. Any adjustment is scoped and quoted during discovery, before you commit.
Fixed-fee discovery, per-track delivery
Engagement Model
Fixed-fee discovery to start, followed by per-track implementations so you validate value at each step before committing to the next. There is no obligation to proceed past discovery.
Each track stands on its own, so you can sequence them in whatever order makes the most sense for the business.
No obligation past discovery
Discovery delivers a clear scope and plan. You decide whether to proceed.
Each track stands alone
Sequence them in whatever order makes the most sense for the business.
Next Steps
Three steps to move from proposal to pilot.
NDA from Lynch
Formalize discussions and enable data sharing with an NDA from Lynch Fluid Controls.
Follow-up call on July 17
Review this proposal with your internal stakeholders and AI champions at 10:00 AM.
Schedule discovery kickoff
On your go-ahead, we schedule the discovery kickoff and confirm workshop participants.
Direct contact: phil@webisoft.com
Webisoft · Montreal, QC · webisoft.com
Confidential — Lynch Fluid Controls · AI Automation Proposal