CourageMFG
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SellCampaigns, customers and orders

CRM and Opportunity to DeliveryLeads to quotes to contracts to shipped ordersMarketing and emailCampaigns, calendar, email, sequences and lead forms

MakeEngineering, quality and the floor

Engineering and PLMNew items, BOMs, change orders from CADQuality, documents and EHSIssues, CAPA, MRB, documents, training, safetyProductionScheduling board, shop floor, downtime, tier boards

MoveMaterials, suppliers and machines

Planning and suppliersSupply planning, order planner, supplier portalWarehouseBin moves, picks and replenishment on any handheldMaintenanceWork orders, PMs and assets, scheduled around production

RunNumbers, improvement, plans and IT

Analytics and financeDashboards, workbooks, Pareto, budgetsProcess mining and improvementProcess mining, suggestions, kaizen, approvalsTables, plans and formsProject plans, trackers, boards and forms teams buildIT service deskTickets with your IT provider, SLAs and approvals

PlatformWhat every app shares

OntologyThe shared data model every app runs onCourage Chat and AIAsk and act, with your permissionsImplementation FactoryEach change has a target and a measured resultProcess maps and SOPsMap, sign, release and train on each processSecurity and trustYour tenant, your sign-in, your audit trailOwnershipYour cloud, your database, your codeAll applicationsEvery application and where it stands

Applications

Everything your company runs on. One model.

Every department's work, on one platform. Some applications have their own screens; record apps give you stages, fields and history from day one, until each becomes a full application. Where Business Central already does the job well, CourageMFG links to it instead of copying it.

CRM

Leads, accounts, opportunities, quotes and service, through to customers and orders in BC.

CRM and Opportunity to Delivery

  • Accounts

    Live

    Prospects and customers. Once qualified, an account becomes a customer in BC.

    Replaces Outlook contacts and a CRM point tool

  • Opportunities

    Live

    Deals by stage, each with its quotes; winning one creates the BC sales order.

    Replaces HubSpot, Salesforce or a pipeline spreadsheet

  • Quotes and estimating

    Live

    Quotes on an opportunity, costed from the BOM and routing and issued as BC sales quotes.

    Replaces the estimating spreadsheet

  • Sales analytics

    Live

    Item sales, quantity and margin by period from BC value entries, with the margin bridge and what needs attention.

    Replaces the monthly margin spreadsheet

  • Service

    Record app

    Stages: New → Investigating → Waiting on customer → Resolved → Closed. Fields and history on every record.

    Full application planned. Cases, with complaints and returns as sub-records, traced to the order and lot.

  • Customer portal

    Record app

    Stages: Invited → Active → Suspended. Fields and history on every record.

    Full application planned. Order status, certificates and documents, and RMA requests for customers.

  • Orders

    In Business Central

    Sales orders and invoices, in Business Central.

Marketing

The content calendar, campaigns, email and lead capture, flowing into accounts and opportunities in CRM.

Marketing and email

  • Content calendar

    Live

    Every post, email, article, video and event on one calendar, with the campaign behind it.

    Replaces the content calendar spreadsheet, Asana or Trello

  • Campaigns

    Live

    Trade shows, webinars, email pushes and content series, with their cost, leads, pipeline and won revenue.

    Replaces HubSpot campaign reports and the trade-show ROI spreadsheet

  • Emails

    Live

    Newsletters, announcements and invitations to segments of your leads and contacts, with results that tie to pipeline.

    Replaces Mailchimp, Constant Contact or HubSpot Marketing email

  • Sequences

    Live

    A few emails that go out on their own, days apart, starting when a lead comes in or someone enters a segment.

    Replaces HubSpot sequences and the follow-up reminders on sticky notes

  • Audiences

    Live

    Segments of your leads and contacts, who can be emailed and why not, and the topics people choose.

    Replaces exporting lists to a spreadsheet and uploading them to an email tool

  • Leads

    Live

    Capture and qualify leads, then convert them to an account, a contact and an opportunity.

    Replaces the lead spreadsheet or a marketing CRM

  • Lead forms

    Live

    A hosted form or a snippet for your website; every answer becomes a lead.

    Replaces website form plugins and copy-paste from the inbox

PLM

Items, BOMs and routings, engineering change and new product introduction, released to BC.

Engineering and PLM

  • Change Orders

    Live

    Engineering change orders from CAD: compared with BC, approved, released to BC production BOMs.

  • Items

    Record app

    Stages: Request → Engineering → Purchasing and costing → Approved → Created in BC. Fields and history on every record.

    Full application planned. Request a new part; engineering, purchasing and costing fill it in; it's created in BC.

  • BOMs and routings

    Record app

    Stages: Draft → Review → Approved → Released to BC. Fields and history on every record.

    Full application planned. Draft and compare BOMs and routings, then release them to BC.

  • New product introduction

    Record app

    Stages: Concept → Feasibility → Design → Validation → Launch → In production. Fields and history on every record.

    Full application planned. Stage-gate projects from concept to first production run.

  • Resources

    In Business Central

    Work centers and machine centers, in Business Central; tooling in CourageMFG.

Quality

Issues, CAPA, nonconformance, inspection, calibration and audits, traced to BC lots and orders.

Quality, documents and EHS

  • Issues

    Live

    Log and triage problems on the floor, linked to BC records.

  • CAPA

    Live

    Corrective and preventive actions, from containment to close.

  • Nonconformance and MRB

    Record app

    Stages: Opened → Lot on hold → MRB review → Dispositioned → Closed. Fields and history on every record.

    Full application planned. Disposition nonconforming material: use as is, rework, scrap, return.

  • Inspection

    Record app

    Stages: Pending → In progress → Passed → Failed. Fields and history on every record.

    Full application planned. Receiving and in-process inspection with results by lot.

  • Calibration

    Record app

    Stages: In service → Due → Out for calibration → Out of tolerance → Retired. Fields and history on every record.

    Full application planned. Gauges and instruments: due dates, certificates and out-of-tolerance impact.

  • Audits

    Record app

    Stages: Planned → In progress → Findings open → Closed. Fields and history on every record.

    Full application planned. Internal, supplier and customer audits; findings feed CAPA.

  • FMEA and control plans

    Record app

    Stages: Draft → Review → Approved. Fields and history on every record.

    Full application planned. Process FMEAs and control plans linked to items and routings.

  • Traceability

    In Business Central

    Forward and backward lot trace, in Business Central.

Supply chain

Demand and supply planning, purchasing and the supplier portal.

Planning and suppliers

  • Planning

    Live

    Every item a row, every week or month a column: projected stock from BC's open orders and the forecast, planned orders committed to BC.

    Replaces the planning spreadsheet and one-item-at-a-time worksheets

  • Supplier portal

    Live

    Suppliers confirm purchase orders or propose new dates, quantities, prices or splits; buyers decide, and accepted changes are written to the BC purchase line.

    Replaces chasing confirmations by email and retyping dates into BC

  • SCAR

    Record app

    Stages: Issued → Containment → Root cause → Corrective action → Verified → Closed. Fields and history on every record.

    Full application planned. Supplier corrective action requests answered in the supplier portal.

  • Supplier scorecards

    Record app

    Stages: Draft → Shared with supplier → Acknowledged. Fields and history on every record.

    Full application planned. On-time delivery, quality and responsiveness by supplier.

  • Purchasing

    In Business Central

    Vendors and purchase orders, in Business Central.

Production

Scheduling, the shop floor, downtime and daily tier meetings.

Production

  • Scheduling board

    Record app

    Stages: Unscheduled → Scheduled → Running → Done. Fields and history on every record.

    Full application planned. Drag-and-drop finite schedule by work center, written back to BC.

  • Shop floor

    Record app

    Stages: Running → Reported → Posted to BC. Fields and history on every record.

    Full application planned. Operator view: current job, work instructions, output and scrap.

  • Downtime and OEE

    Record app

    Stages: Down → Cause coded → Resolved. Fields and history on every record.

    Full application planned. Downtime with minutes lost by cause, and OEE by work center.

  • Tier boards

    Record app

    Stages: Open → In progress → Escalated → Done. Fields and history on every record.

    Full application planned. Tier 1/2/3 huddle boards for each line, area and plant.

  • Production orders

    In Business Central

    Planned, firm planned and released orders, in Business Central.

Inventory

Stock, warehouse, counts and quality holds.

Warehouse

  • Warehouse

    Live

    A scanning app for phones and handhelds: move stock between bins, register BC picks and replenish bins and lines, posted to Business Central as you go.

    Replaces paper pick lists, BC pages on a phone, and walking the floor to see what's low

  • Holds and quarantine

    Record app

    Stages: On hold → MRB decided → Released. Fields and history on every record.

    Full application planned. Stock on hold for quality, with the reason and the MRB decision.

  • Counts

    Record app

    Stages: Planned → Counted → Variance reviewed → Posted. Fields and history on every record.

    Full application planned. Cycle count plans by ABC class with variance review before posting in BC.

  • Stock

    In Business Central

    Items and adjustments, in Business Central.

Maintenance

Work orders, preventive maintenance and spare parts, scheduled around production in BC.

Maintenance

  • Work orders

    Live

    Corrective and planned work on machines, scheduled into gaps in production.

    Replaces MaintainX, Limble or UpKeep

  • PM schedules

    Live

    Preventive maintenance by calendar or meter; work orders open themselves when due.

  • Assets

    Live

    Each machine, its BC machine or work center, meters, critical spares with BC on hand, history and reliability.

  • Spare parts

    Live

    Critical spares on each asset, with on hand from BC inventory; parts used on work orders.

Safety and EHS

Incidents, inspections, environmental and who's on site.

Quality, documents and EHS

  • Incidents and near misses

    Record app

    Stages: Reported → Investigated → Actions → Closed. Fields and history on every record.

    Full application planned. Incidents with investigation, actions and OSHA logs.

  • Safety inspections

    Record app

    Stages: Scheduled → Done → Findings open → Closed. Fields and history on every record.

    Full application planned. Walk-throughs and inspections from a phone; findings become actions.

  • Environmental

    Record app

    Stages: Current → Review due → Expired. Fields and history on every record.

    Full application planned. Safety data sheets, waste manifests and permits.

  • Visitors and contractors

    Record app

    Stages: Expected → On site → Signed out. Fields and history on every record.

    Full application planned. Sign-in, safety briefing acknowledgement, who's on site.

Documents

Procedures, work instructions and specs with governed revisions.

Quality, documents and EHS

  • Document control

    Record app

    Stages: Draft → Review → Approved → Effective → Obsolete. Fields and history on every record.

    Full application planned. Procedures, work instructions and specs with governed revisions.

  • Read and acknowledge

    Record app

    Stages: Assigned → In progress → Complete. Fields and history on every record.

    Full application planned. Make sure people have read the new revision before it takes effect.

Training

Skills matrix and training records.

Quality, documents and EHS

  • Skills matrix

    Record app

    Stages: Assigned → Training → Signed off → Qualified → Expired. Fields and history on every record.

    Full application planned. Who is qualified on which work center and operation.

  • Training records

    Record app

    Stages: Scheduled → Completed → Expired. Fields and history on every record.

    Full application planned. Courses, sign-offs and document read-and-acknowledge in one record per person.

Improvement

Process mining with AI suggestions, kaizens, ideas and 5S, with verified savings.

Process mining and improvement

  • Process mining

    Live

    Maps how work actually flows through every CourageMFG module and how people use the screens, then suggests what to improve, written by AI.

    Replaces Celonis, or a consultant's value-stream map that's out of date the week after

  • Kaizen and projects

    Record app

    Stages: Idea → Approved → Plan → Do → Check → Sustained. Fields and history on every record.

    Full application planned. Improvement projects with A3s, actions and verified savings.

  • Suggestions

    Record app

    Stages: New → Reviewed → Doing it → Done → Not now. Fields and history on every record.

    Full application planned. Ideas from the floor, reviewed weekly; good ones become projects.

  • 5S audits

    Record app

    Stages: Scheduled → Scored → Actions open → Closed. Fields and history on every record.

    Full application planned. Area audits from a phone with scores over time.

Implementation Factory

Implements CourageMFG and keeps improving it: requests with a measure and a target, designs, tasks for AI and people, tests, approvals, deployments and measured results.

How the Implementation Factory works

  • Improvement projects and product changes

    Live

    A request has a measure, a current value and a target. It goes through seven steps to a measured result.

    Replaces project plans in spreadsheets and status meetings

  • Tasks for AI and people

    Live

    Each task has a change type, an approver, a test copy and a rollback plan. AI coding tools get ready tasks through the MCP server.

  • Process maps and SOPs

    Live

    Swimlane maps of how each process runs, by role and system. Each map is its SOP, and people and AI agents follow the same released revision.

    Replaces Visio and Lucidchart swimlanes and SOPs in Word

  • Implementation projects

    Next

    Connect BC, read the data, apply a template, set up in a test copy, test with one real order, and go live in week one.

  • Templates and best practices

    Planned

    A change that works at more than one customer becomes part of the template, when customers agree to share.

Requests and approvals

Capex, deviations, purchase requests and any form that needs sign-off.

Process mining and improvement

  • Approvals

    Record app

    Stages: Draft → Submitted → Approved → Rejected → Fulfilled. Fields and history on every record.

    Full application planned. Capex, deviations, purchase requests and any form that needs sign-off.

  • Deviations

    Record app

    Stages: Requested → Approved → Active → Expired → Rejected. Fields and history on every record.

    Full application planned. Temporary permission to run outside spec, with expiry.

People and HR

HR, payroll, benefits and time off, wherever your company runs them.

    IT

    The service desk with your IT provider, equipment and access requests.

    IT service desk

    • Service desk

      Live

      IT and Business Central support, run with your outsourced IT provider: tickets with SLAs, handoff to the provider in CourageMFG or by email, and their performance against SLA measured.

      Replaces the shared IT inbox and the provider's portal nobody logs into

    Workplace

    Microsoft 365 and the tools everyone uses.

      Finance

      General ledger, receivables, payables and cash, in Business Central.

      Analytics and finance

      • CPM

        Live

        Corporate performance management: budgets, forecasts and scenarios planned in a spreadsheet by G/L account, month and department, with plan vs actual and write-back to BC G/L budgets.

        Replaces budget spreadsheets and a separate CPM tool

      • General ledger

        In Business Central

        Accounts and journals.

      • Receivables

        In Business Central

        What customers owe.

      • Payables

        In Business Central

        What you owe suppliers.

      • Cash

        In Business Central

        Bank accounts.

      Productivity

      Tables, project plans, boards, calendars and forms your teams build themselves, in place of Smartsheet, Airtable and the trackers in Excel.

      Tables, plans and forms

      • Tables and plans

        Live

        Typed tables with linked records, lookups, rollups and formulas; grid, Gantt with dependencies, kanban, calendar and form views; approvals and automations. Tag a table to an area and it opens there too.

        Replaces Smartsheet, Airtable and the trackers in Excel

      Insights and AI

      The linked model of the plant, what's driving problems, and the agents.

      Analytics and finance

      • Dashboards

        Live

        KPIs, charts, ranked lists, tables and heatmaps on one page, with one period, a comparison and filters across every tile.

        Replaces Power BI dashboards and the weekly KPI deck

      • Workbooks

        Live

        Excel-like sheets, pivot tables and charts over BC and CourageMFG data, with formulas, filters, subtotals and exact totals.

        Replaces Power BI reports and the Excel exports behind them

      • Ontology

        Live

        The linked model of the plant: CourageMFG records, BC records and how they connect.

      • Pareto

        Live

        What's driving issues, by category, work center, vendor, item or lot.

      • Plant KPIs

        Record app

        Stages: On target → Watch → Off target. Fields and history on every record.

        Full application planned. OTD, scrap, OEE, first pass yield and cost of quality, from BC and CourageMFG.

      • Agents and exceptions

        Record app

        Stages: Needs decision → Approved → Rejected → Done by agent. Fields and history on every record.

        Full application planned. What the CourageMFG agents did, and what needs your decision.

      Admin

      Security, integrations and company links.

      IT service desk

      • Company links

        Live

        Add HR, IT and any other system to the navigation, for everyone in the company.

      • Integrations

        Live

        Business Central, Microsoft Entra, Neon and the MCP endpoint for Claude and Copilot.

      • Security

        Live

        Roles that open apps, record rules that narrow them, enforced by the database. View as anyone.

      See it on your own data.

      We'll connect CourageMFG to a copy of your Business Central and walk your team through your own items, orders, suppliers and machines.

      Book a demoPrice your stack