AI for ERP

Enterprise Resource Planning (ERP) data is hard to use well until the business meaning is written down.

ERP systems connect finance, inventory, procurement, orders, production, and planning. Business meaning rarely sits in one place. It lives in configurations, customizations, reports that don't agree, integrations, and local practice. We help investigate that context before anyone evaluates an AI or analytics use case.

The failure pattern

A system of record can still hold three versions of the same number.

A field can be technically defined and still mean something different in practice because of configuration, custom logic, transaction timing, policy, or sometimes an external spreadsheet everyone trusts more than the ERP.

Giving a model access doesn't resolve those differences by itself. The useful first step is writing down which source is authoritative, how the calculation is performed, and who owns the definition.

  • Meaning is scattered Configs, customizations, reports, and local practice all shape what a number means
  • Definitions diverge Sites, teams, and business units often disagree about the same field
  • Access needs review Privacy, security, legal, and financial owners may need to weigh in before a pilot

Where we usually start

Questions we write down before anyone talks about a model

  • Which system or report is authoritative for this decision?
  • Where are the important calculations and transformations actually performed?
  • Which customizations change standard behavior?
  • Which definitions differ across sites, teams, or business units?
  • Which data needs additional privacy, security, legal, financial, or owner review?
  • What would a bounded pilot need to document first?

How we approach it

One system. One domain. One decision. Then write it down.

If structure, meaning, ownership, and open questions aren't written, we don't recommend a next step. That boundary is intentional.

  1. Bound the question

    Pick a system, an operational domain, and a decision people already answer differently.

  2. Recover the context

    Write down structure, meaning, ownership, access considerations, and unresolved questions.

  3. Review before build

    Your technical, security, privacy, legal, and governance people review proposed access paths.

  4. Decide the next step

    Only then recommend a diagnostic expansion, architecture definition, or separately scoped pilot.

We are vendor-neutral and do not claim partnership, certification, or endorsement from ERP vendors unless expressly stated. References to SAP, Infor/Mapics, Oracle, and related platforms describe Antonio Rojas’s professional background, not Prime client engagements or vendor partnerships.

Bring us the ERP question your teams already answer differently.

A short first conversation is usually enough to see whether a focused engagement makes sense, and what evidence we'd need to start.