Product

Intelligence, on our roadmap

AI and automation are planned for Orgin3 — defined and sequenced on our public roadmap. Core ERP workflows ship first; intelligence follows.

Concept preview — planned interface
Planned

"Which tender has the highest win probability this quarter?"

ASK AI
Tender Probability
94%
Riverside Hospital HVAC
Top ranked this week
Speed to Quote
4.2x
Faster than manual
Avg 3.1 hrs per BOQ
Risk Flags
0
Missed across submissions
AI scans all docs

AI Insights Feed

Planned
  • Tender Risk Detected

    Riverside BOQ: 6 items missing labor rates. Confidence 94%.

  • Estimate Ready

    Harbor Plaza substation estimated at $1.84M ± 2.1%.

  • Cash Flow Alert

    2 invoices predicted 15+ days late. Suggest payment plan.

Planned
AI-assisted estimation on the roadmap
Planned
Predictive analytics for risk and cost
Planned
Workflow automation across modules
Live
Core ERP workflows ship first

The status quo

Without Orgin3

  • Manual estimation taking 20+ hours per bid
  • Risk factors missed until it's too late
  • Repetitive workflows across departments
  • Data scattered across systems with no insights

On the roadmap

Planned capabilities

  • Planned: AI-assisted estimation with consistent accuracy
  • Planned: predictive risk analysis and early warnings
  • Planned: automated workflows across modules
  • Planned: intelligent insights and recommendations

How it works

A connected flow, end to end

How ai & automation comes together across the platform — no rekeying, no lost handoffs between teams.

1

Foundations first

Phase 1 delivers the core ERP workflows — CRM, tenders, estimation, and project management.

2

Data accumulates

Live modules generate real project, cost, and procurement data that future intelligence trains on.

3

Automation layers in

Rule-based workflows and integrations automate repetitive approvals, reporting, and handoffs.

4

Intelligence arrives

AI estimation, prediction, and recommendations become available in sequenced roadmap releases.

Capabilities

Everything AI & Automation teams needPlanned

01

AI-assisted Estimation

Planned: upload specs and generate itemized estimates faster

02

Predictive Analytics

Planned: forecast risks, costs, and delays from project data

03

Compliance Scanning

Planned: automated review of contracts and specs for risks

04

Workflow Automation

Planned: rule-based automation for procurement, approvals, and reporting

05

Bid Intelligence

Planned: win-rate and margin analysis by customer, trade, and region

06

Field Intelligence

Planned: a mobile assistant to capture progress and raise RFIs

In depth

Built around the way AI & Automation teams work

AI-assisted estimation

Planned. Rather than an estimator starting every takeoff from a blank page, AI will read specifications and drawings, generate itemized estimate drafts, and hand control back to the estimator for review and markup.

  • Planned: spec and drawing ingestion into draft estimates
  • Planned: consistent labor, material, and equipment rates
  • Planned: estimator review with full transparency on sources
  • Planned: learning from your own historical bid outcomes

Predictive analytics

Planned. As live modules accumulate real project data, intelligence will flag risk before it costs money — overruns, delays, and cash gaps based on patterns across your portfolio.

  • Planned: early cost-overrun and delay warnings
  • Planned: cash flow forecasts grounded in project data
  • Planned: win-rate and bid-mix analysis
  • Planned: recommendations grounded in your own history

Workflow automation

Planned. Repetitive work — approvals, document routing, alerts, and reports — will run on rules you configure, so people focus on judgment, not data entry.

  • Planned: rule-based approval routing by value and role
  • Planned: automated alerts and escalation chains
  • Planned: scheduled reports to the right stakeholders
  • Planned: API and webhook driven integrations

Who it's for

Made for every role in the business

Estimators

Planned: faster estimate drafts to review, not start from scratch.

Project Managers

Planned: early warning on cost, schedule, and delivery risk.

Leadership

Planned: portfolio insights from data you already capture.

Operations

Planned: automation that removes repetitive administrative work.

Connects to your stack

Works alongside the tools you already use

Import and sync data from the systems your team works in every day — with an open API and webhooks for anything custom.

All Orgin3 modulesAPI & webhooksSpec & drawing importsExcel & CSVReporting & BI
FAQ

Frequently asked questions

Everything you need to know about Orgin3 ERP for MEP contractors.

No. All AI product capabilities are planned and not yet available. Core Phase 1 ERP workflows ship first, and intelligence follows in sequenced roadmap releases. See the public roadmap at /roadmap.

Get Started

See what Orgin3 can do for your business

Book a personalized walkthrough with an MEP industry specialist. We'll map your current workflows to the platform in a single session.

Cloud or on-premise deployment · Dedicated implementation · Security aligned to SOC 2 & ISO 27001