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Let's make more money, cut costs, simplify your business, and free up your time.

More cash in your pocket every month. One system runs your whole business, with digital workers who already know how you work, so you sell more, keep more, and never add staff to do it.

A business system that teaches you how to make more money and improve your bottom line.

Enterprise Features at SMB Pricing

What you get.

  • Grow the top line

    Faster quotes, follow-ups that never slip, and more deals closed.

  • Grow the bottom line

    Same-day invoicing, so you collect sooner and keep more of every sale.

  • Cut costs

    One system replaces a stack of tools.

  • Free up time

    Digital workers handle the routine work, so you grow without adding staff.

Microsoft Copilot is embedded in our apps, a second brain for your business.

Ask anything about your cash, orders or customers and get answers from your own records in seconds.

“Tell me what I need to know.”

Green Copilot button: Your second brain across the whole business. Ask it anything about your cash, orders or customers and it answers from your own records.

Our digital helpers work 24/7,

training your people, watching your cash and margins, spotting trends, chasing overdue invoices, keeping work on schedule, and finding the next improvement, so you grow without adding staff.

“Tell me what I should notice.”

Orange digital worker button: Your teacher, helper and early-warning system. It knows how you work, shows people how to do things, handles the routine work, and flags trends before they become problems.

Green answers what you ask. Orange helps you see what you didn’t know to ask.

  • Teacher

    Trains your people on how you do things.

  • Watchdog

    Watches your cash and margins.

  • Trend Spotter

    Spots what’s changing before it costs you.

  • Process Keeper

    Keeps work on schedule.

  • Improvement Coach

    Finds the next improvement.

  • Sales Sidekick

    Keeps follow-ups moving.

  • Collections Nudger

    Chases overdue invoices.

Your cash is leaking out in a dozen places.

  • Too many software bills.
  • The same data typed in twice.
  • Quotes that go out late.
  • Invoices that get paid slowly.

A full back office and a team of seasoned operators that pays for itself.

Every Max app has a full CRM and ERP built in, complete knowledge bases and databases, and a cohort of digital workers.

Business Improvement System

Max-Improvement

$2,999/mo*

8 systems for the price of one.†

A full CRM and ERP is built into every app, with complete knowledge bases and databases, plus our cohort of digital workers. Use ours, or keep yours.

*The client pays the open-source ERP and CRM subscription directly when the software is implemented.

†“8 systems for the price of one” compares $2,999 a month with buying eight separate systems: ERP, CRM and sales, a marketing platform, AI agents, configure-price-quote, quality management, maintenance (CMMS) and warehouse management. Published list prices and outside estimates for leading products, checked Nov 1, 2026, monthly subscriptions only: about $5,800–$12,200 a month for a small company (5–10 users) and about $14,200–$35,400 for a mid-sized one (15–50 users). $2,999 is about 25%–52% and 8%–21% of those totals, and is within or below the estimated price of the ERP alone ($2,000–$4,500 small; $4,000–$12,000 mid-sized). One-time setup and onboarding fees are not included.

The Max-Knowledge System
Digital Teammates propose. Humans decide.

Max-Knowledge, the Recursive Improvement Platform™

Too much work stuck in inboxes and spreadsheets. Put your company's knowledge to work with Digital Assistants.

We stand on the shoulders of the leaders who came before us.

Max-Improvement home screen, with a green Ask MS Copilot button and an orange Digital Helper button. Sample data.
Max-Improvement · Home screen. Sample data. See Max-Improvement

Max-Knowledge turns your company's knowledge into Digital Assistants that help run operations, accounting, sales, digital marketing and e-commerce work, right inside the Microsoft 365 you already use.

Backed by 17 operating partners with 700+ years of combined experience.

Your company knowledge, put to work alongside the systems you already run

It's kaizen that never sleeps: Digital Assistants help with the daily work, spot what could be better, and your shop's playbook gets better every day.

A full CRM and ERP is built into every app, with complete knowledge bases and databases, plus our cohort of digital workers. Use ours, or keep yours.

Meet your Digital Teammates

A team of Digital Teammates, led by a human.

Digital Teammates team, led by Chris Chiles

Max-Knowledge

Max-Sales-Marketing overview.

Sales, marketing and product views in one app. Every view runs on live sample numbers. Sample data.

Max-Sales-Marketing overview screen for a sample company. Summary cards count 32 working views, 8 interactive calculators, 14 editable workspaces, 4 worked examples and 6 reference pages, above a table of views by area. Green Ask MS Copilot and orange Ask Max Assistant buttons sit top right. Sample data.
Max-Sales-Marketing · Overview (sample data). Where Max-Knowledge fits

Request a discovery call

Where Max-Knowledge fits

Your team + Max-Knowledge Digital Assistants.

Your company knowledge, put to work alongside the systems you already run. Your records stay where they are; your team keeps working the way it does.

  1. Your systems

    Your records stay where they are; your team keeps working the way it does.

  2. Max-Knowledge + Digital Assistants

    Quality, maintenance, S&OP, compliance, and front-office work, inside Microsoft 365.

Where Max-Knowledge fits

How it works for you

From first call to a working assistant.

  1. Book a discovery session

    A free 30-minute call about the work you want off your team's plate.

  2. We set it up in about 10 days

    We do the setup. Your team stays on their day jobs.

  3. It goes live with your team

    Your assistant starts on real work, and a named person on your team approves what it drafts.

  4. It gets smarter every hour

    Getting smarter every hour with new knowledge, learnings and skills.

The Max family

Ten products in the Max family.

Each Max product ships Digital Assistants that are Recursive Agents (RA). They draft the work; a named person approves it.

  • Max-Sales-Marketing

    CPQ and quotes: rules-based quotes drafted from your configuration rules and knowledge base, with Digital Assistants (RA). A named person approves every quote. A full CRM and ERP is built into every app, with complete knowledge bases and databases, plus our cohort of digital workers.

    Ask about it in a discovery session
  • Max-Quality

    Lean, Six Sigma and recursive quality improvement tools for the floor, with Digital Assistants (RA) that help the daily work. A full CRM and ERP is built into every app, with complete knowledge bases and databases, plus our cohort of digital workers.

    See Max-Quality
  • Max-Knowledge

    Max-Knowledge, a Recursive Improvement Platform™ + Module Pack. Digital Assistants (RA) that work with the Microsoft 365 you already use. A full CRM and ERP is built into every app, with complete knowledge bases and databases, plus our cohort of digital workers.

    See Max-Knowledge
  • Max-Strategy

    Strategy as an operating system: twice-yearly onsite workshops, monthly KPI reviews, named owners, and a Faculty of management thinking. A Module Pack on Max-Knowledge. A full CRM and ERP is built into every app, with complete knowledge bases and databases, plus our cohort of digital workers.

    See Max-Strategy
  • Max-Leadership

    Faculty and thought-leader Canon for owners and plant leaders, with Digital Assistants (RA) that surface what matters. A full CRM and ERP is built into every app, with complete knowledge bases and databases, plus our cohort of digital workers.

    See Max-Leadership
  • Max-Intelligence

    Competitive analysis for companies and the markets they serve, with Digital Assistants (RA) that help draft the research a named person approves. A full CRM and ERP is built into every app, with complete knowledge bases and databases, plus our cohort of digital workers.

    Ask about it in a discovery session
  • Max-Product-and-CPQ

    Rules-based product configuration and bills of materials, with Digital Assistants (RA) and an unstructured knowledge base of your specs and standards. A full CRM and ERP is built into every app, with complete knowledge bases and databases, plus our cohort of digital workers.

    See Max-Product-and-CPQ
  • Max-Learning

    Free download. Distilled wisdom from public literature, plus a Learning & Teaching Agent. A person approves. A full CRM and ERP is built into every app, with complete knowledge bases and databases, plus our cohort of digital workers.

    See Max-Learning
  • Max-Reliability-CMMS

    Reliability and CMMS for the plant: assets, work orders and downtime, with Digital Assistants (RA) that help the daily maintenance work. A full CRM and ERP is built into every app, with complete knowledge bases and databases, plus our cohort of digital workers.

    See Max-Reliability-CMMS
  • Max-People

    People development for the teams who do the work, with Digital Assistants (RA) that help prepare the material a named person approves. A full CRM and ERP is built into every app, with complete knowledge bases and databases, plus our cohort of digital workers.

    Ask about it in a discovery session
VA/VE study home for one demo product. It shows a bill of materials line count, a cost roll-up, ideas ranked, an approval count, a job plan from preparation through implementation, and a data-gaps list. Demo data.
Max-Quality · VA/VE study (demo data). Max-Quality and the CI Toolkit

How the platform works

Digital Assistants come with the Module Pack.

A Digital Assistant is a Recursive Agent on Max-Knowledge, the Recursive Improvement Platform™. It drafts the work. A named person approves it. These are examples of that work. They are not a menu you buy one role at a time.

  • Customer service

    Order status and a draft reply

    The assistant drafts the answer from the record. A person on your team approves it before it goes out.

  • Estimating

    A quote from the spec

    The assistant drafts the quote and the bill of materials. A person approves what it drafted.

Where Max-Knowledge fits

Why it works

Five reasons the layer holds.

  1. You stay in control

    People review the knowledge and approve the work.

  2. It keeps working, always

    Every screen, record, approval, and rule keeps working, even on a bad day.

  3. Unlimited users

    Add people and assistants without paying per head.

  4. Predictable spend

    You pay for results, not seats: routine work costs less as it scales.

  5. Your know-how, captured

    Your SOPs, specs, and rules stay in the knowledge base so Digital Assistants work the way your best people do.

Read why it works

Max-Leadership

Kaizen, and a named person Approves.

Kaizen

Kaizen is small improvement by everyone, every day, at the place where the work happens. Digital Assistants help with the daily work and spot what could be better.

A named person Approves

Digital Assistants draft the work. A named person on your team Approves it before anything goes out.

Distilled wisdom

Heritage

Built on operating experience.

Biltmore Management Advisors (BMA) is the consulting arm of Chiles & Company. Its operating partners have run plants and warehouses, and they work on the floor beside your people.

Visit Biltmore Management Advisors at biltmoremanagementadvisors.si · Our heritage

What BMA does on the floor

  • Plant optimization
  • Warehouse layouts
  • Value stream mapping (VSM)
  • VA/VE

How we start

Leaders first.

  1. Leaders first

    Your CEO and leadership team get their Digital Assistants and training first, then champion adoption with their teams.

  2. BMA operating partners

    Operating partners from Biltmore Management Advisors support implementation and Lean coaching.

How we would start

Insights

Thought Papers.

Thought Paper · October 2026

Max-Strategy: Rethinking How We Build Business Strategy — and Deploy It in the Organization

Most strategy offsites succeed in the room and then fail on the way out the door: decisions leave as slides when they should leave as commitments. Max-Strategy treats strategy as an operating system, not a deck. It runs a twice-yearly cycle of onsite workshops with monthly KPI reviews in between. Pre-work, a proven Faculty of management thinking, and a named owner and KPI for every initiative keep the strategy running, and each cycle makes it sharper. It ships as a Module Pack on Max-Knowledge, a Recursive Improvement Platform™.

Thought Paper · October 2026

Leading When Digital Workers Join the Org

Digital workers expand span of outcomes — capacity over results — when bot structure mirrors the seats humans already own, routine status lives on dashboards, and attention follows ROUTINE → PRIORITY → IMMEDIATE → FLASH. Digital Assistants draft, monitor, and coordinate beside those seats. Humans decide, coach, and own exceptions. Built around Max-Knowledge, the Recursive Improvement Platform™.

Newsletter

The Enabling Layer.

  1. The Enabling Layer · Issue 05 · Thought Paper ·

    Bots 101, or How to Feed and Care for Your Digital Teammates

    Digital teammates do well with the same care a toddler in a high chair needs: clean, current knowledge, standing rules that are enforced, frequent checkups, a named person who approves what goes out, and trust that grows only with the track record. Includes the five practices early programs usually miss and a one-page handout for the people who work beside them.

    Read the Thought Paper (PDF)Read on LinkedIn

  2. The Enabling Layer · Issue 04 · Thought Paper ·

    Max-Strategy: Rethinking How We Build Business Strategy — and Deploy It in the Organization

    Most strategy offsites succeed in the room and then fail on the way out the door. Max-Strategy treats strategy as an operating system, not a deck: a twice-yearly cycle of onsite workshops with monthly KPI reviews, and a named owner and KPI for every initiative.

    Read the overviewRead the Thought Paper (PDF)Read on LinkedIn

  3. The Enabling Layer · Issue 03 · Newsletter ·

    Granddad took the know-how with him

    When the person who knew how it all worked is gone, the know-how goes too. How to get it out of heads and onto the floor before that happens.

    Read on LinkedIn

Newsletter archive

FAQ

Questions we hear first.

How long is the agreement?
Pricing and agreement terms are covered in your free 30-minute discovery session.
What does “getting smarter every hour” mean?
Every hour, each assistant keeps getting smarter with new knowledge, learnings and skills for its function. A named person on your team Approves what it drafts.
What about our data?
Your data stays yours. Nothing changes in your live system without your sign-off, and we walk through where your data lives and who can see it in the discovery session.
Does it work with the systems we already run?
Yes. Max-Knowledge works alongside the systems you already run and inside the Microsoft 365 your team already uses. Your records stay where they are; your team keeps working the way it does.

For manufacturers

A full CRM and ERP is built in. Use ours, or keep yours.

Max-Knowledge is a Recursive Improvement Platform for Digital Knowledge and Learning. A full CRM and ERP is built in. Use ours, or keep yours. Either way, your team can improve quoting, CPQ, reliability and CMMS, and day-to-day process improvement. Digital Teammates propose. Humans decide.

Media

Videos & Images.

Watch the overview video (Max-Knowledge is a SORI, a System of Record with Intelligence.) and browse Max-Knowledge and Digital Teammates graphics, each with a permanent link to share.

See Videos & Images

Discovery session

Request a discovery call

Request a discovery call