Deal: ACCO — ERP/AP Modernization Pilot
Summary
$25K 60-day pilot for OCR-Lab + the anonymize-process-de-anonymize orchestration layer sitting between Medius (AP automation, already deployed) and JD Edwards (legacy ERP). Target signing inside ~90 days.
Why this deal is real
- ACCO runs JD Edwards + Medius + Oracle Primavera — the exact "legacy ERP + document sprawl" combo Ajay's thesis attacks ([tech stack in dossier](../../accounts/acco-engineered-systems.md#technology-stack-the-wedge-map))
- Bradley Graham (CFO, 21 months in seat as of Apr 2026) is in the AI-receptivity window — new-in-seat CFOs reshape finance stack between months 18–30
- $1.4B revenue, 5,000 employees, 14.7% YoY headcount growth → budget present, pain scaling
- ESOP ownership → loyalty to working partners once signed; slower procurement but fewer competing priorities
Pilot scope (draft — finalized at proposal stage)
- Duration: 60 days
- Success metrics: (a) packing-slip → PO match rate, (b) AP cycle time reduction, (c) exception-handling auto-route accuracy
- Fit: OCR-Lab + custom orchestration to Medius API + JD Edwards read/write
- Deliverables: architecture doc, live dashboard, quantified hours-saved report
Next step
Send Graham the opener in [[../../accounts/acco-engineered-systems#opening-angle-for-graham]]. Owner: Ajay. By: 2026-04-25.
Risks
- Graham may defer to CIO (not in contact list — needs Apollo re-search)
- Medius relationship may have exclusivity clauses on integration partners
- ESOP culture = slow procurement = pilot could stretch from 60d to 90d
Activity log
- 2026-04-21 · created from ABM dossier post-enrichment. Bradley Graham identified as primary sponsor (replacing retired Richard Yates).