A custom harness manufacturer replaced scattered tools, paper contracts, and manual onboarding with one auditable system — stood up in about 10 hours, and built to scale with the team.
Customer
JKD Products
Industry
Custom / engineered-to-order manufacturing
Used Trisk for
Automated onboarding, IP protection, Sales Pipeline, Acumatica ERP sync, Document Storage
Time to first deployment
~10 hours
Every new customer signed to NDAs and terms before the first transaction
Drawings and agreements tracked against a single auditable record
Reps onboarding customers live, on the conference floor
Monday.com and the paper-and-spreadsheet patchwork retired
JKD designs and builds custom harnesses, the value of which lies in their engineering drawings. But the commercial operation around that IP was fragmented. Pipeline tracking ran partly in Monday.com, customers were managed by hand, and the legal layer — NDAs, terms, warranties — was largely stored on paper. There was no central record of who had agreed to what. That created real exposure. Because drawings were shared with customers and there was no enforceable, auditable trail, JKD had no way to prove who held its designs, and faced a risk of drawings being sent to the same overseas contract factories to build identical products. The information that mattered most to the business required protection.
Working with Trisk, JKD scoped the highest-leverage moves first, then expanded.
Introduced a single auto-kickoff workflow the moment a deal is won: NDA signing, Limited Lifetime Warranty acceptance, payment terms with credit-reference sub-workflow, purchasing terms, resale/tax-exempt certificates, and W-9 collection. Agreements captured, timestamped, and renewed automatically.
The self-driving workflow lets reps onboard customers on the spot at trade shows — closing deals while interest is hot, instead of losing a week to back-office paperwork.
A bidirectional Acumatica ERP integration keeps customer information in sync across sales and operations. Trisk's document store — "Garage" — holds digitized legacy records in a single, auditable point of access.
Custom tagging moves customers through Lead → Opportunity → Won/Lost, with won deals automatically triggering onboarding. Both won and lost deals feed Trisk's AI intelligence layer, surfacing friction points over time.
For a business whose core asset is engineering IP, the change was structural. Trisk
didn't add another tool to the stack — it collapsed the stack into a single, auditable
spine that covers onboarding, legal, pipeline, ERP, and document storage.
Today, every customer is under a signed agreement before transacting, every
drawing and interaction is logged against a defensible record, and the sales team
onboards in real time at the events where deals actually start.
The system of record and the IP protection are now the same thing.
A 15-minute call to map where your IP and onboarding are exposed today.
“It's easy to use. It's all there. We're not near using the full potential of Trisk and it's already transforming how we do things. We're able to reduce the burden (on school staff), allow them the ability to get out their information to all the necessary parties such as first responders, fire, police, etc. and we're able to do it quickly.”
Bob Klausmeyer
Education Safety Coordinator
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