01
Cross-business-line opportunity discovery
Surface where Energy, I&I and Lifting could sell into the same account.
High priorityA PERSONAL POINT OF VIEW FOR ENERMECH · AMERICAS COMMERCIAL LEADERSHIP
Three Global Business Lines.
One Customer.
One Commercial Growth Engine.
EnerMech serves every major energy customer through three business lines — but most accounts buy from only one. A unified CRM and AI layer could surface cross-business opportunities, coordinate account plans, and prove the commercial lift in 90 days. Built for the Americas commercial team, not IT.
Jason Wickman · Founder, Agilidy · Former MicrosoftIndependent proposal · October 2026 · Draft
ENERMECH · THREE GLOBAL BUSINESS LINES
Energy Solutions
Pre-commissioning, commissioning, maintenance and decommissioning for offshore and subsea.
Infrastructure & Industrial
Land-based energy and industrial services across the full asset life-cycle.
Lifting Solutions
Engineered lifting solutions, equipment and proactive maintenance.
One customer. One account record. One coordinated commercial motion.
01 / THE COMMERCIAL THESIS
The biggest untapped
revenue is between
the three business lines.
EnerMech's three global business lines — Energy Solutions, Infrastructure & Industrial Solutions, and Lifting Solutions — each hold deep relationships with energy and industrial customers. But most accounts buy from only one line, because the other two lines' relationships, asset history and opportunity signals live in separate systems that sellers do not see.
The opportunity is not replacing EnerMech Live or any existing system. It is adding a revenue intelligence layer — Dynamics 365 Sales, Dataverse and Copilot Studio — that unifies the account view across all three lines, scores cross-business propensity, and gives sellers a coordinated, AI-assisted list of accounts to act on this week.
The principle
One customer. One account record. Three business lines coordinated — not competing.
02 / WHAT WE KNOW VS. WHAT WE WOULD TEST
Verified facts and working hypotheses.
Every claim in this proposal is labeled. We separate what is verifiable from what we would validate during the pilot.
Verified fact
EnerMech operates through three global business lines — Energy Solutions, Infrastructure & Industrial Solutions, and Lifting Solutions — serving oil & gas, LNG, petrochemical and alternative energy markets across 50+ countries, with full asset life-cycle support from FEED to decommissioning.
Verified fact
EnerMech is investing in Americas expansion — a multi-year program spanning the Gulf of Mexico, CARICOM, Guyana (new Georgetown facility), Suriname and Trinidad, aligned to the LNG export capacity boom. The company is scaling its Houston LNG technical hub and expanding in Houston and Sulphur. EnerMech is actively hiring a Director, Global Sales Force Effectiveness to build and embed a global sales operating system.
Verified fact
Nuno de Sousa serves as SVP Energy Solutions, Infrastructure & Industrial Solutions & Western Hemisphere (Houston). Vasant Saith is SVP Infrastructure & Industrial Solutions (Houston), bringing 22+ years in LNG and natural gas leadership. David Gutierrez leads Americas business development as VP, Geographies — Americas (Houston). EnerMech Live and EVAMP are the company's digital asset management platforms.
Working hypothesis
Most EnerMech accounts buy from only one business line. A unified CRM and AI layer could surface cross-business whitespace, coordinate account plans across Energy, I&I and Lifting, and deliver measurable cross-line revenue lift in weeks — not the quarters a system migration would require.
Working hypothesis
The global sales effectiveness director hire signals appetite for a coordinated sales operating system. A fractional commercial leadership engagement could stand up the D365 + Dataverse + Copilot Studio foundation, prove the cross-line motion, and hand off a documented operating model aligned with that mandate.
Working hypothesis
Integrating EnerMech Live asset condition data into the CRM seller workflow would let account managers see lifecycle opportunities — service due, recertification windows, upgrade timing — alongside pipeline, making every seller conversation more timely and commercial.
Verified facts are based on public information from EnerMech's website, press releases and public leadership profiles. Working hypotheses would be validated during discovery and the 30-60-90 pilot. No confidential EnerMech data is referenced in this proposal. David Gutierrez's exact current title should be confirmed directly with EnerMech.
03 / 15 CROSS-BUSINESS CRM USE CASES, PRIORITIZED
Fifteen use cases.
Ranked by impact.
A prioritized CRM and AI use-case library for integrated energy services — each one configured to EnerMech's three business lines, asset life-cycle and Americas commercial motion. Priority reflects estimated value, feasibility and time-to-impact.
02
Asset lifecycle aftermarket prioritization
Prioritize installed-base accounts due for service, maintenance or upgrades.
High priority03
Unified account intelligence dashboard
One view of account health across all three business lines.
High priority04
LNG project pipeline intelligence
Track FEED-to-commissioning windows and match EnerMech capabilities.
High priority05
Propensity-to-expand model
AI scores installed-base accounts for adjacent service expansion.
High priority06
Coordinated cross-line account planning
One account plan spanning Energy, I&I and Lifting — not three silos.
High priority07
Copilot Studio sales assistant
Conversational AI for reps to query accounts and asset data across lines.
High priority08
Contract renewal & re-bid automation
Automated renewal reminders and opportunity creation before expiry.
Medium priority09
Bid / no-bid intelligence
Surface shutdown and turnaround pipelines; score fit and capacity.
Medium priority10
EnerMech Live data integration to CRM
Bring asset condition and performance data into the seller workflow.
Medium priority11
Field service coordination
AI-assisted scheduling across business lines for shared site visits.
Medium priority12
Executive commercial scorecard
Automated weekly scorecard: cross-line pipeline, attach, coverage.
Medium priority13
Partner & ecosystem opportunity routing
Route subsea, lifting and maintenance partner leads to the right line.
Medium priority14
Multi-line quote-to-order automation
Copilot-assisted quoting for bundled cross-line proposals.
Foundational15
Customer satisfaction & NPS tracking
Capture and route feedback across all three business lines.
FoundationalPriority assignments are Agilidy's proposed starting point based on integrated energy services patterns. Actual priority would be validated against EnerMech's commercial data, account structure and sales process during discovery.
04 / THE ARCHITECTURE
Existing systems stay.
D365 + Copilot grows on top.
Three layers. The asset data layer runs the business. The CRM and data layer unifies the customer view across all three business lines. The AI layer makes sellers faster and smarter. No rip-and-replace.
AI LAYER
Copilot Studio
Conversational AI for sales across all three business lines.
- Cross-line sales assistant for account queries
- Coordinated outreach drafting
- Asset condition lookup via EnerMech Live
- Shutdown & turnaround pipeline alerts
CRM + DATA LAYER
Dynamics 365 Sales + Dataverse
Unified CRM and customer data platform across business lines.
- Unified account intelligence dashboard
- Cross-line opportunity scoring
- Asset lifecycle prioritization
- Coordinated account planning
ASSET DATA LAYER (EXISTING)
EnerMech Live + Existing Systems
Stays in place. Integrated, not replaced.
- Asset condition and performance data
- Service and work-order history
- Equipment and fleet data
- Customer and contract master
Architecture is a proposed pattern. EnerMech Live integration depth, Dataverse schema and Copilot Studio scope are defined during discovery. No EnerMech system architecture is assumed or referenced.
05 / A HYPOTHETICAL INTERACTIVE EXAMPLE
What could AI find
across EnerMech's account base?
Adjust the sliders to see how cross-business account intelligence could prioritize the Americas portfolio for cross-line expansion, asset lifecycle aftermarket or contract renewal. This is a hypothetical illustration — not an EnerMech forecast.
Cross-business intelligence simulator
AI scores which single-line accounts have the highest propensity to buy from a second or third business line.
Americas accounts800
Single-line accounts (22%)176
AI-prioritized target accounts26
Average cross-line deal$180,000
Potential incremental revenue$4,680,000
Hypothetical illustration. Single-line rate × AI uplift % × average deal size. Uplift percentages (cross-line 15%, lifecycle 18%, renewal 10%) are illustrative assumptions, not EnerMech-specific or industry-benchmarked. Actual results depend on account data quality, EnerMech Live integration depth and sales execution.
EXAMPLE / ASSET 360 + COPILOT SALES AGENT
One account.
Three business lines.
One coordinated commercial motion.
Elena is a senior account manager at EnerMech. Her Teams Copilot agent watches her accounts across all three business lines 24/7 — surfacing cross-line opportunities, drafting coordinated outreach, and tracking follow-through so nothing slips between Energy, I&I and Lifting. See the full Asset 360 experience for a hypothetical integrated LNG operator: $14.2M revenue, 38% share of wallet, $22.8M whitespace, cross-line opportunity propensity, asset lifecycle stages, a coordinated 30-60-90 account plan, and the Copilot agent in action.
Illustrative mockup. Hypothetical account name, revenue, share-of-wallet, whitespace, propensity scores, asset lifecycle stages, Copilot alerts and outreach drafts. Not real customer data. No EnerMech confidential information is referenced.
Elena Vasquez
Senior Account Manager · EnerMech Energy Solutions
Cascade Ridge Energy
Integrated LNG & Offshore · Gulf of Mexico · 1,200 employees
$34.2M
Cross-line pipeline
3 business lines
1.8
Cross-line deals / account
Target: 2.4
31%
Aftermarket attach
Up from 19%
128
Active assets tracked
via EnerMech Live
$14.2M
Annual revenue (EnerMech)
38%
Share of wallet
$22.8M
Whitespace opportunity
Share of Wallet — by Business Line
Where Cascade Ridge spends across EnerMech's three global business lines and competitors
EnerMech total (all three lines)38%
Cross-Business Whitespace
Estimated untapped annual revenue from services this account does not yet buy across all three lines
$22.8M
estimated annual whitespace
- I&I operations & maintenance expansion — $9.4M
- Energy Solutions pre-commissioning (Train 3) — $8.6M
- Lifting Solutions inspection & recert — $4.8M
Asset Lifecycle Opportunities
Where Cascade Ridge sits in the asset life-cycle and the EnerMech opportunity at each stage
FEED
Complete
Pre-commissioning scope
$8.6M
Construction
Active
Commissioning + systems start-up
$5.2M
Operations
Ongoing
Maintenance + shutdowns
$9.4M
Late life
Future
Decommissioning planning
$3.1M
Opportunity Propensity — by Business Line
AI-predicted likelihood of engagement within 90 days, coordinated across all three lines
Energy Solutions
Pre-commissioning — LNG Train 3
FEED complete; commissioning window opens Q1. EnerMech delivered Trains 1-2; repeat pattern + asset history.
89
$8.6M
High
Infrastructure & Industrial
Operations & maintenance contract
OPEX demand rising; current provider SLA breaches flagged. LNG maintenance corridor expansion in Houston.
84
$9.4M
High
Lifting Solutions
Inspection & recertification program
Lifting assets due recert in 120 days; no current EnerMech lifting footprint at this site.
61
$4.8M
Medium
Coordinated Cross-Business Account Plan — 30-60-90
0–30 days
Open the cross-line conversation
- Unify Cascade Ridge across all three business lines in one account record
- Copilot briefs Elena on Train 3 pre-commissioning window + O&M contract expiry
- Schedule joint call with Energy Solutions + I&I + Lifting leads
31–60 days
Build the bundled commercial case
- Deliver coordinated proposal: pre-commissioning + O&M + lifting recert
- EnerMech Live data shows asset condition across the site
- Copilot tracks stakeholder engagement and escalates stalled reviews
61–90 days
Close, expand, document the play
- Close bundled multi-line contract as single commercial agreement
- Expand Lifting footprint from recert into ongoing inspection
- Document the cross-line play for Americas LNG accounts
Teams Copilot Agent Proactively monitoring Cascade Ridge Energy
The Copilot agent watches account signals across all three business lines 24/7 — alerting Elena to cross-line opportunities, drafting coordinated outreach, and tracking follow-through so nothing slips between business lines.
Cascade Ridge O&M contract expires in 90 days. I&I renewal propensity: High (84%). Competitor SLA breaches detected.
LNG Train 3 FEED complete. Pre-commissioning window opens Q1. EnerMech delivered Trains 1-2 — $8.6M repeat opportunity.
Lifting assets due recertification in 120 days. No EnerMech lifting footprint at this site — $4.8M whitespace.
This mockup illustrates the kind of cross-business account intelligence and AI-agent experience a D365 + Dataverse + Copilot Studio layer could deliver on top of EnerMech's existing systems. Account name, revenue, share-of-wallet, whitespace, propensity scores, asset lifecycle stages, Copilot alerts, drafted emails and accountability tasks are entirely hypothetical. No real customer or EnerMech data is used or implied.
06 / THE 30-60-90 FRACTIONAL COMMERCIAL LEADERSHIP PLAN
Thirty days to foundation.
Ninety days to proof.
Assess. Align the commercial baseline.
Deliverables: commercial baseline + prioritized cross-line use-case backlog + D365/Dataverse foundation + EnerMech Live integration plan. Gate: agree the pilot scope and success measures.
- Personally assess EnerMech commercial data, CRM environment, account structure and cross-line selling motion; agree the baseline with Nuno, Vasant and David.
- Map the Americas account portfolio against the three business lines; identify cross-line whitespace and the highest-value coordinated plays.
- Stand up the D365 Sales + Dataverse foundation integrated with EnerMech Live — read-only first, then bidirectional where it creates value.
- Configure the unified account intelligence dashboard and the cross-business opportunity discovery model.
The weekly executive commercial scorecard
Cross-line pipeline · Accounts with 2+ business lines active · Cross-line attach rate · EnerMech Live asset coverage · Copilot assistant usage · Coordinated account plans executed · Pipeline movement vs. baseline
Proposed delivery scope. Revenue targets are agreed after baseline discovery. Pilot results are reported as verified outcomes, separate from projected impact.07 / WHY JASON
Personally led.
Business first.
Hands-on execution.
I'm Jason Wickman, founder of Agilidy. I bring 25+ years at the intersection of customer strategy, revenue and Microsoft technology, including 12 years at Microsoft and experience building a CRM business that was acquired.
I have built a Microsoft account intelligence platform to support account research, cross-sell discovery and targeted engagement. For EnerMech, I would apply that asset to the Americas account base, configure the 15-use-case library across all three business lines, and personally lead the pilot alongside the commercial team — not the IT team.
I work with a handful of clients, personally leading the work. The engagement can expand or transition to a permanent hire with a documented handoff — aligned with EnerMech's global sales effectiveness mandate.
More about Jason08 / THE PROPOSED FRACTIONAL ENGAGEMENT
Fractional Commercial Leadership
for Cross-Business Growth
An initial 90-day pilot to stand up the D365 + Dataverse + Copilot Studio foundation on EnerMech's existing systems, deliver the first five coordinated cross-line use cases, and prove commercial impact against a measured baseline — led for the Americas commercial team, not IT.
Commercial terms and capacity agreed after discovery. Fractional or contract-to-hire structure available by mutual agreement. This is a draft proposal; no engagement has been agreed.
What I would own
CRM + AI strategy, cross-line use-case prioritization, D365/Dataverse/Copilot Studio configuration, EnerMech Live integration design, unified account intelligence, coordinated account planning, pilot delivery, executive reporting and handoff.
What we would coordinate
Nuno, Vasant and David own their commercial teams and account relationships; IT owns EnerMech Live and infrastructure; operations owns delivery. Microsoft partner and specialist resources are scoped where needed.