Operational Intelligence
COALESCE™

Where others see complexity, we see recoverable margin.

AlphaWerx modernizes established businesses through hands-on operational improvement and intelligent automation. COALESCE™ turns complex workflows into margin without disrupting what already runs.

$968,279
validated annual savings
52.5%
cost reduction
1,609 LTL
397 FTL
groups
Zero
systems replaced
Advisors vs Operators

Operators, Not Advisors

Most operational improvement programs fail for the same reason: they separate diagnosis from execution. A consultant finds the problem and hands over a report. A software vendor deploys a tool and leaves. Neither is accountable for whether the margin actually moves.

We embed as operators, not advisors. We build alongside your team, not above it. And we validate every dollar of improvement jointly with your operational and finance leadership before it counts toward our fee.

Operators

Accountability:

Fee tied to validated savings

Deployment:

Embedded operators + parallel shadow testing

Disruption:

Zero. No system replacement

Time to Value:

Savings validated before full deployment

System Fit:

Integrates alongside existing infrastructure

The Alternatives

Advisors

Accountability:

Report or license - no skin in the game

Deployment:

Recommendations handed over, or a tool switched on

Disruption:

Often significant change management

Time to Value:

Often 12–18 months before results visible

System Fit:

Often requires proprietary stack adoption

The Problem

The margin hidden inside scale.

AVERAGE LEAK
MID-MARKET FREIGHT
$1,845,201

Annualized margin silently leaks through manual micro-decisions in routing, pricing, capacity planning, and dispatch. Tens of millions of dollars annually across the operations we benchmark.

Quantified · Validated · Recoverable
WHERE IT'S HIDING
Manual routing decisions
$701k
38%
Forecast variance
$517K
28%
Capacity ceilings
$351K
19%
Pricing leakage
$277K
15%
The Opportunity Hidden Inside Scale

COALESCE™

At a certain size, operational complexity becomes the enemy of margin. Here’s how the gap forms and why it stays invisible.

Thousands of decisions a day. None of them connected.

How to allocate resources. How to sequence work. How to match the right capability to the right demand at the right moment. In a complex operation, these decisions are made manually, locally, and in isolation by experienced people doing their best with the slice of the picture in front of them. Each decision looks reasonable on its own. The cost only appears in aggregate.

The gap between average and best-in-class is not a rounding error.

Industry benchmarks tell the story. The distance between how a business is performing and how it could perform is consistently worth tens of millions of dollars annually at scale a structural EBITDA opportunity, not an operational footnote.

65%
82%+

Resource Utilization

78%
82%+

First-Time Fix Rate

30–50% faster

Dispatch Cycle Time

10–20% lower

Labor Cost per Job

Your systems capture everything. They optimize nothing.

ERPs, dispatch platforms, and scheduling tools aresystems of record — they log what happened, not what should have happened. They can’t tell you whether the price you paid was good, whether the route was the best one available, or where utilization is quietly leaking. The data exists. The intelligence layer to act on it doesn’t.

The gap grows every year the business grows.

Operational inefficiency at scale isn’t static it compounds. Every new location, every added route, every season of peak strain widens the distance between current and possible performance. The businesses that outperform aren’t the ones with the most data. They’re the ones with systems that turn it into better decisions every day.

What AlphaWerx Does

Five-Phase Deployment

We find the margin that scale creates and manual operationscan’t recover then build the systems to capture it ermanently. We embed experienced operators directly inside the business to map workflows, quantify inefficiencies, and establish a precise baseline. That foundation feeds COALESCE™, which integrates alongside your existing infrastructure no disruption, no replacement.

    • Knowledge and information session. Fact-finding to understand if there is a fit.
    • Embed operators inside the business. Map workflows, establish cost-per-unit baselines, quantify utilization and labor variance across every function where value is leaking.
    • Understanding and assigning a resource
    • Detect and size inefficiencies. Analyze labor volatility and peakstrain. Define the EBITDA lift opportunity in hard numbers — notestimates.
    • Develop recommendation logic and model improvements.COALESCE™ integrates alongside existing systems nothing isreplaced, nothing disrupted. What needs augementation whatdoesnt
    • Run the engine in parallel with your operators. Compare cost, speed, and agreement rates side by side and refine. Nothing goes live until the data validates it.
    • Introduce guarded automation with human oversight maintained throughout. Validate realized EBITDA lift jointly with operational and finance teams.
Case Study

COALESCE™ in Action Validated Results

A recent engagement with a Canadian freight distribution operator running 300,000+ annual shipments across a Canada–US network.

$968,279
validated annual savings
52.5%
validated anncost reductionual savings
1,609 LTL
397 FTL
groups
Zero
systems replaced

Data Cleansing & Baseline

Over 60% of shipment mode records were missing. We reconstructed and enriched the dataset — expanding it from 15 to 22 structured fields — and established a clean, auditable baseline ready for optimization modelling.

Shipment Consolidation (LTL → FTL)

Spatial clustering and time-window logic identified consolidation candidates across the network. Up to 40% of shipments showed consolidation potential of $916,834 in validated annual savings.

Distribution Centre Scenario Modelling

Modelled rerouting US-bound shipments through a proposed Southern distribution centre. The NC scenario outperformed the Ontario origin across all four quarters with an additional $51,444, a 5.6% improvement over the already-optimized baseline.

Before COALESCE™
$1,845,201
Annual Shipment Cost
After COALESCE™
$876,922

Annual Shipment Cost

systems replaced

Nearly $1M in validated annual savings. Single client. Existing infrastructure. No disruption.

$968,279
Annual Savings
52.5%
Cost Reduction
Our leadership

Meet the AlphaWerx Partners

Three operators across technology, finance, and commercial growth each with a track record of creating measurable enterprise value.

Drew Fraser
CPA, MBA, LLM

Over $300M in enterprise value created across 18+ years in private equity, family-owned businesses, and operational leadership. MBA from Kellogg Northwestern, LLM from Osgoode. Financial precision, legal acumen, and board room-to-floor operational depth.

Jason Evans
MSc, MBA

24+ years in software engineering, enterprise architecture, and data analytics. MBA from Kellogg Northwestern. Specializes inaligning IT strategy with business outcomes using generative AI and next-generation technologies to drive enterprise value.

Graeme Medland
MBA

15+ years scaling consumer brands across APAC, LAR, and NAR. MBA from Kellogg Northwestern. Led over $175M in commercial revenue. Deep integration experience executing over $100M in incremental revenue roadmaps. Expertise in route-to-market strategy, change management, and sustainable value creation.