Executive Briefing

The $28 trillion blind spot in physical operations

AI transformed digital businesses. Physical operations got left behind. This briefing is for leaders ready to move first.

For VP Operations, VP Supply Chain, Directors of Warehouse Operations at multi-site enterprises

Request Your Executive Briefing (872) 274-2605 Schedule Now

“If your fear of eliminating work is too big, then your scale of ambition is too small.”

Marc Gyöngyösi, Founder & CEO, OneTrack

Trusted by Fortune 500 operations leaders
Kellanova CJ Logistics Church & Dwight Ryder ID Logistics NFI
The Problem

Your enterprise stack captures transactions. Not reality.

Warehouses, factories, distribution centers—30% of global GDP. $28 trillion in physical operations running on software designed in the 1990s. WMS, ERP, LMS, TMS, YMS, HRIS. Six systems, six partial views. None with the truth.

System What it knows What it misses
WMS Inventory locations, scan timestamps What actually happened between scans
LMS Outcomes and metrics Root causes of performance gaps
TMS Shipment schedules Loading quality and dock behavior
Telematics G-force impacts Whether the hard brake was reckless or saved a life

150,000+ warehouses in the US. The average supervisor observes 5% of floor activity. The other 95% is invisible to every system in your stack.

Why Now

Three forces are converging

This isn't a gradual evolution. It's a window—and it's closing.

01
The labor crisis is structural
490,000+ open logistics positions. 40%+ annual turnover.
Not a cycle. A structural shift. Workers chose flexibility over physical labor. Immigration shrinking the pipeline. Aging workforce accelerating retirements. By 2033, 3.8M manufacturing jobs needed—nearly half will go unfilled. You can't hire your way out.
02
AI finally works for physical operations
$26B today → $708B by 2034 (44% CAGR)
Vision models hit 98%+ accuracy. Edge processing runs real-time at the sensor. Inference cost dropped from $0.10 to $0.001. The bridge between digital intelligence and physical operations exists.
03
AI agents are the new workforce
40% of enterprise apps will integrate AI agents by end of 2026
Not chatbots. Autonomous digital workers that reason, investigate, and act. 23% of organizations scaling them enterprise-wide. They handle the computer work so your people do the human work.
The New Model

From systems of record to systems of reality

The operating stack for physical operations. Rebuilt from scratch. Three layers.

Layer 01
Capture
Cameras are the most powerful sensors in the world. Every other sensor gives you one data point. A camera captures everything: context, sequence, cause and effect.
30-minute install per forklift. No IT project. Go live the same week.
Layer 02
Understand
AI finds the signal. Not the 98% that's fine—the 2% that needs attention. Sensor data combined with WMS, LMS, and clock data to answer questions that were previously impossible.
Exception-based operations. Supervisors get coaching plans, not dashboards.
Layer 03
Automate
AI agents that investigate, report, and act autonomously. The work of 100 engineers analyzing every case pick across a network of DCs—done with a single person.
1,000+ agents deployed. Scheduled reports, automatic investigations, real-time coaching alerts.
Yesterday
Transaction-based operations
Event happens → Human records it → System stores record → Report generated → Manager reviews → Action taken (maybe)
Tomorrow
Reality-based operations
Event happens → Sensor captures it → AI understands it → Agent acts on it → Human handles exceptions

This doesn't replace your WMS, ERP, or LMS. It sits above them—connecting SAP, Blue Yonder, Manhattan, or legacy AS400 systems into a unified intelligence layer. No rip-and-replace. One integration, every system connected.

Customer Evidence

Results from Fortune 500 operations

CJ Logistics
40+
Sites deployed
Rolled out as a labor management system across their North American network. 40 sites, two engineers. Every milestone coordinated by AI agents. Engineers only respond to exceptions.
Church & Dwight
$287K
Annual savings
Paid for the entire system at one site with break and lunch compliance alone. Went from 120 lost labor hours per week to about five or six.
Kellanova
93%
Fewer safety incidents
Full supply chain tracking from factory to customer. Track a box of Cheez-Its at every touch point with video. Every distribution manager presents safety analytics with the same data, in minutes.
It's not always the technology's fault. It's not always the people. It's the intersection of people, process, and technology. How do you use that together to get the most out of everything?
Kevin Coleman, CEO — CJ Logistics America
93%
Safety incident reduction
11%
UPH improvement
90
Day payback period
70%
Fewer OS&D claims
Our Thesis

What we believe—and what we don't

Human augmentation before robotic automation
Robotic automation: $5-50M, 18-24 months. Human augmentation: 30-90 days, immediate ROI. Before you automate tasks away from humans, make humans as effective as possible.
Intelligence creates the moat, not the agent
Anyone can spin up an AI agent in an afternoon. Differentiation comes from data infrastructure, operational calculations refined across hundreds of deployments, and network benchmarks that make every customer better. You can vibe-code an agent. You cannot vibe-code hundreds of warehouse sensor networks.
The rising tide effect
Every instrumented operation adds to our understanding of what good looks like. New customers benefit immediately from network-wide intelligence. We don't optimize against your history. We optimize against best-in-class across the industry.
Transformation Roadmap

Four phases. Start seeing results in weeks.

From blind to autonomous. Phase 1 delivers impact in weeks.

Now
Visibility
Deploy sensors. Establish ground truth. Decisions based on reality, not guesswork. Weeks, not months.
6-12 Months
Intelligence
Pattern recognition: which behaviors precede accidents, which breakdowns cause delays, where hidden waste lives.
12-24 Months
Automation
Coaching plans generated automatically. Claims investigated without human intervention. Exceptions surfaced, prioritized, and routed.
24+ Months
Autonomy
Facilities that analyze, optimize, and act continuously. Human oversight, not human initiation.
Industry Voice

From the field: AI at scale in logistics

CJ Logistics America — $1.2B Revenue, 3,500+ Employees

“Supply chain has a ton of data. It's limited on information and it's harder to get to the intelligence piece. AI is that bridge—getting to intelligence at a much quicker pace and a much greater scale.”

Kevin Coleman, CEO — CJ Logistics America

The Window Is Closing

Timelines that were 18 months out six months ago are shipping now. If you're still evaluating, your competitors are already deploying.

By 2030, 50% of supply chain decisions will be made by intelligent agents. 80% of commercial applications will embed AI. The first fully AI-driven manufacturing sites launch this year. Every month you wait, early movers build data advantages that compound. This isn't a market where fast followers win.

Access to intelligence at the cost of energy. That changes everything.

Schedule a Briefing

This is a strategic conversation, not a product demo

How early movers are deploying AI across their operations—and what the roadmap looks like for yours.

  • Industry landscape and competitive dynamics
  • How AI agents are deployed across safety, productivity, and quality
  • Customer case studies from Fortune 500 networks
  • A custom transformation roadmap for your operation
Request a briefing
30-minute strategic conversation with our leadership team
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