Case study · Manufacturing
Manufacturing SME (foundry) Trois-Rivières, Quebec

A century-old foundry charts its digital roadmap

This family-run foundry has been pouring metal for three generations, yet still ran operations on paper and spreadsheets, with no IT staff at all. Instead of selling them software, we started with a digital maturity assessment, then drew a realistic 18-month roadmap — prioritized, costed and eligible for public funding.

32processes mapped
18 monthsroadmap across 3 phases
11quick wins identified
ESSOR 1Bassessment eligible for funding
Digital maturity dashboard projected above a foundry workshop
At a glance
Client
Confidential
Industry
Manufacturing · Aluminium foundry
Region
Trois-Rivières, Quebec
Context
75 employees, no in-house IT team
Services
Digital assessment · Strategic consulting · Roadmap
Duration
≈ 6 weeks of assessment
The starting point

A strong SME, blind on the data side

The company delivers quality parts, but every decision relied on the experience and memory of its foremen. No visibility into real costs, lead times or scrap rates. Before investing in any technology, we needed to know where the company really stood.

  • Production tracked on paper and spreadsheets, re-keyed several times.
  • No reliable data on cost of goods or scrap rates.
  • Quotes estimated by hand, putting margins at risk.
  • No in-house IT resource to carry a transformation project.

Our approach

Diagnose before prescribing

We spent time on the shop floor, with foremen and management, to understand the business before talking technology. The assessment scored digital maturity across six axes, surfaced the priority pain points and separated quick wins from deeper initiatives.

  1. 1
    Shop-floor immersion

    Observing operations and interviewing teams to map real flows, not the ones on the org chart.

  2. 2
    Maturity assessment

    Scoring digital maturity across six axes: data, production, sales, finance, security and skills.

  3. 3
    Impact/effort prioritization

    Separating low-cost quick wins from structural investments based on business value.

  4. 4
    Costed roadmap

    A three-phase plan over 18 months, with milestones, indicative budgets and measurable success criteria.


The assessment

Digital maturity, axis by axis

We scored each dimension from 0 to 5, then set a realistic 18-month target. The goal is not to reach 5 everywhere, but to progress where the business impact is greatest.

Today18-month target
Data & traceability1 4
Production control2 4
Quoting & sales2 5
Finance & costing1 3
Cybersecurity1 3
Digital skills2 4

The trajectory

The roadmap in three phases

No unrealistic five-year plan: a progressive trajectory where each phase funds and enables the next.

Timeline of the three-phase transformation roadmap
Phase 1 · 0–6 months

Fix the foundations

  • Centralize production data in a single off-the-shelf tool.
  • Standardize quoting to protect margins.
  • Reliable backups and basic security hygiene.
Phase 2 · 6–12 months

Run on data

  • A dashboard for cost of goods and scrap rates.
  • Real-time tracking of orders and lead times.
  • Training foremen on the new tools.
Phase 3 · 12–18 months

Optimize & connect

  • Connect the shop floor to accounting, with no double entry.
  • Performance indicators per workstation.
  • Prepare the first AI use cases (maintenance, quality).

The impact

A management team that finally knows where to invest

Instead of an impulse purchase, the company has a clear, prioritized plan it can defend to a board — and a solid case to apply for public funding.

32processes mapped and documented
11low-cost quick wins identified
18 monthsof prioritized, costed roadmap
50%of the assessment potentially funded (ESSOR 1B)

Vendors had been pitching us software for years. Codally did the opposite: they understood our shop floor first, then showed us what to do, in what order, and what it would cost. For the first time, we’re moving forward without flying blind.
General ManagementManufacturing SME · confidential client
Deliverables
Maturity assessment reportProcess mappingPrioritized 18-month roadmapIndicative budget per phaseFunding application file

Not sure where to start your digital shift?

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