§ 01 · The rearview momentPainfully obvious. Invisible in real time.
The engagement started with one sentence from the CEO during a 90-day sweep:
"I had no idea this happened until three months too late."
The "this" was a $100K+ unflagged margin loss tied to supplier concentration that crept in over a quarter. By the time variance reports surfaced it, the next quarter's POs were already cut. The CEO is sharp — sees his entire P&L weekly. The data was in his systems. But none of his systems knew what "address-level margin" meant.
That sentence — painfully obvious in the rearview, invisible in real time — is the whole problem statement for asset-heavy operators. CRMs know the customer. ERPs know the cost. FSMs know the truck. Accounting knows the dollar. None of them know the address.
§ 02 · What we foundSix systems. One missing object.
Allometry's first pass canonicalized data across the operator's six core systems into a single address-level state vector. What we surfaced in the first sweep:
The supplier concentration finding wasn't a forecasting model or a fancy ML score. It was a join. The contracts repository had the supplier terms. The ledger had the invoiced amounts. The address graph had the destinations. Allometry was the first system to connect them.
Same for the 30% number. The CEO knew his sales team was quoting from instinct on a meaningful share of deals. He couldn't prove which 30%. After canonicalization: every quote since 2024 was scored against the live cost model. The bottom decile — sub-floor margin, no MSA volume tier applied — was the 30%.
§ 03 · What we shippedMargin Guard. Live with the operator.
Within the first 90 days, the design-partner engagement delivered:
Margin Guard agent in production. Every quote is now scored against the live cost model before it leaves the system. Sub-floor quotes are blocked, repriced, or escalated. The audit trail is hash-chained — the CFO sees every override.
Address graph live across ~300 customers. Customer, contract, site, asset, work order, invoice, route — all unified. Every quote, every dispatch, every renewal reads from the same canonical object. No more "is the CRM right or is the FSM right?" reconciliation calls.
Supplier concentration dashboards. Risk surfaced 90 days before exposure becomes loss — not 90 days after. Procurement now sees concentration risk as a first-class signal, not a quarterly post-mortem.
§ 04 · The signal we built the platform onOne operator. Twelve in pipeline.
This is one signed design partner. We're pre-seed. The pattern repeats across the twelve other operators in active pipeline — different industries (HVAC, fiber, EV charging, distributed solar, logistics, IIoT), same underlying gap. CRMs know the customer. ERPs know the cost. None of them know the address.
The case study above is the smallest defensible proof point: one operator, one substrate, one agent in production. The platform — sixteen modules across four loops — is what we're building on top of that proof, with the same operator and the next twelve.