01 · AI Development Detailed study

Cook & Boardman Group — Four Production AI Systems

Cook & Boardman Group is North America's largest commercial door and hardware distributor. It runs more than 100 divisions on the Comsense ERP. Orion is its ongoing engineering partner for AI and enterprise applications.

Azure OpenAI Computer vision .NET React Azure AKS
Capability
AI Development
Format
Detailed case study
Technology
Azure · OpenAI · Computer vision · .NET · React · Azure AKS
Headline result
8h → 2h average time per building plan
8h → 2h
average time per building plan
70% → 95%
door detection accuracy
1.5 → 4
plans per estimator per day

Figures as published on orionesolutions.com.

Challenges Addressed

Key workflows depended on people reading documents and retyping data: door schedules built from drawings page by page, invoice data keyed in from email, supplier acknowledgements checked against orders. Volume was high and errors led to costly rework.

What We Delivered

  1. 01

    Take Off AI: Reads architectural drawings and produces door schedules. Plan review time per project fell from 8 hours to 2 hours, and detection accuracy rose from 70% to 95%.

  2. 02

    AP Invoice Automation: Extracts invoice data from email and posts it to the ERP. Known vendors go through template extraction at no AI cost; new vendors go to an LLM fallback that learns the layout for next time.

  3. 03

    Purchase Order Acknowledgement: Checks PDF and EDI acknowledgements against POs side by side, records a disposition for every order line and keeps a complete audit trail.

  4. 04

    PMA Platform: Lead times, watchlists, alerts and an Outlook plugin that turns an email into a PMA task, with AI pre-filling the title, description and context.

The Common Thread

Templates first, AI only where it adds value, a confidence threshold on every AI decision, and human corrections that improve accuracy over time.

Technology Stack

AI
Azure OpenAI, computer vision, Tesseract OCR
Application
.NET, React, Microsoft Graph
Platform
Azure AKS, Azure SQL, Key Vault, Terraform, Azure Pipelines
ERP
Comsense integration

Results

  • 4 AI systems in production
  • 70%+ of purchase order lines auto-dispositioned, with a person reviewing the rest
  • 24/7 invoice ingest and routing across 100+ divisions
  • Zero manual entry on known vendor invoices
In the product

Project visuals

cook-1
cook-2
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