Territory · Substrate signal

01Inbound steel + wire visibility.

Lear's primary raw materials per the annual report: leather, steel, electronics, copper. Steel and electronics fluctuated 12-18% in 2023. Index agreements absorb some volatility; lane-by-lane landed-cost visibility absorbs the rest.

Where Caddie sits

Above the inbound raw-material flow.

Suppliers · steel mills · wire mills · electronics suppliers

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CADDIE · multimodal tracking + landed-cost reconciliation + audit trail

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Inbound rail (steel coil + wire)

Inbound truck (electronics + components)

Plant receiving systems

SAP procurement + MRP

Caddie sits above the inbound flow: lane-by-lane delivery estimate + landed-cost reconciliation against index agreements + audit trail.

What we read

The raw-material pain.

Raw materials · annual report

Lear's primary raw materials: leather, steel, electronics, copper. Index agreements used for steel and copper to manage volatility.

Annual report citation

Volatility surface

Steel and electronics component prices fluctuated 12-18% in 2023. Index agreements + landed-cost discipline are what hold margin.

PESTEL summary

No public RTV vendor

Lear publishes EDI guidelines per plant — suggests carrier-level orchestration and inbound visibility are still partially manual.

Lear plant EDI guidelines (public)

What Enmovil delivers here

Three surfaces · inbound orchestration.

Multimodal tracking

Lane-by-lane delivery estimate across rail (steel coil + wire) + truck (electronics + components) + ocean (overseas suppliers) into one inbound view.

Landed-cost reconciliation

Reconciles invoice + freight + accessorials + tariffs against index agreements + contracted-rate baselines · catches variance.

Plant-side exception alerting

When inbound delivery slips against just-in-time receiving cadence, Caddie alerts the plant with drafted reroute / expedite options.

Proof anchor

Where we have shipped this shape.

~99%

Estimated delivery accuracy across multimodal deployments

8-15%

Logistics cost savings · across deployments

4x faster

Exception response · 4-6 hours down to under 30 minutes · across deployments

For the conversation

Questions, fence, timeline.

Of inbound steel + wire lanes feeding the just-in-time seating plants, where's the landed-cost visibility breaking under index-lag conditions today?
What's the current real-time visibility surface for inbound — Palantir Foundry, EDI-driven, or plant-level manual?
Where would a first-lane pilot land — one steel lane, one wire lane, or one plant's entire inbound stream?

We would touch

Multimodal tracking on inbound steel + wire + electronics lanes.
Landed-cost reconciliation against index agreements.
Plant-side exception alerting + drafted reroute / expedite.
Cross-system audit trail per inbound action.

We would not

SAP procurement / MRP replacement.
Index-agreement contract negotiation (sourcing team).
Plant receiving / dock physical operations.
Supplier-side production scheduling.

6-8 weeks · one steel lane

First lane: one inbound steel lane instrumented for multimodal tracking + landed-cost reconciliation + plant-side exception alerting, with 90-day historical backtest.