Distributor-Collections Agent
Cash 360Watches AR aging & DSO across distributors and OEM platforms
Finding. SEK 2.4 bn of receivables is >60 days late; long OEM-platform terms and the separation working-capital build stretch the blended DSO to 65d against a 60d target.
Recommends. Run a collections sprint on the aged book, tighten OEM platform terms and unwind the separation WC build in H2 — frees ~SEK 1.3 bn toward the 60-day target.
Aftermarket-Attach Agent
Customer 360Watches aftermarket & condition-monitoring attach across the ~17,000-location distributor network
Finding. SEK 13.1 bn of aftermarket & attach whitespace; Industrial OEMs (machinery · aero · rail · energy) alone carries SEK 4.2 bn of untapped condition-monitoring & spares reach.
Recommends. Push condition-monitoring & REP-contract attach into the distributor base — the recurring, cycle-dampening spine (aftermarket & services SEK 33.5 bn, 37% of sales).
Condition-Monitoring-Fleet Agent
Aftermarket & Services 360Watches REP & condition-monitoring contracts and OEM/aftermarket renewals approaching the window
Finding. SEK 1.2 bn of aftermarket & OEM contracts is at risk of non-repeat across the next four quarters; condition monitoring & REP contracts carry the highest retention (NRR 114).
Recommends. Trigger save-plays on at-risk contracts; grow the @ptitude / IMx / Axios installed base and REP coverage on critical machines — recurring revenue that dampens the cycle.
Separation-Tracker Agent
Carve-out & Programs 360Watches the Vertevo carve-out critical path — production-line transfers, restated ledger & stand-alone costs
Finding. SEK 27.1 bn of segment revenue is still on the separation / transformation path; RecondOil lags at 55% value capture. Vertevo is stand-alone since Jan 2026, listing Q4 2026.
Recommends. Sequence the production-line transfers and restated-ledger workstreams on a dated plan to hold the Q4 2026 listing window (Board proposal → EGM → Lex Asea distribution).
FX-Translation Agent
Finance 360Watches USD/SEK & EUR/SEK translation exposure on SEK-reported results
Finding. Reported FY2025 sales fell 7.2% but organic was only −0.4% — currency was −6.6% (USD/SEK fell ~16.5% through 2025); H1 2026 organic is back to +1.9%.
Recommends. Report organic for demand and reported for scale; hold region-for-region manufacturing as the structural FX & tariff hedge, and price to compensate translation where contracts allow.
Distributor-Master Agent
Customer MasterWatches golden-record conflicts across SAP S/4, distributor EDI, regional CRM and the new Vertevo ERP
Finding. Channels such as Automotive OEMs (at 75d) carry conflicting payment terms across the group ERP and the stand-alone Vertevo stack — no single golden record until the restated ledger resolves.
Recommends. Reconcile term conflicts on the golden record; standardize OEM & distributor payment terms across SAP S/4 and the Vertevo ERP before the listing cut-over.
Pricing / Tariff Agent
Order / Tender 360Watches discount & win-rate across the governed order core vs the stand-alone Vertevo stack
Finding. Stand-alone Vertevo quoting discounts at 7% vs 4% on the governed SAP order core — margin leakage while US tariffs are being compensated by pricing.
Recommends. Hold one price book and approvals across the order core; keep tariff-compensating pricing discipline so Americas gains stick. Protects ~SEK 317 M of order margin.
Factory-OEE Agent
Workforce 360Watches factory OEE / capacity utilization & open requisitions by region
Finding. Americas factories & logistics runs lowest at 82% utilization with 180 open reqs — capacity already paid for as the Americas footprint consolidates.
Recommends. Lift OEE with World Class Manufacturing automation and region-for-region loading; convert paid-for capacity into throughput as US sites consolidate into Monterrey.