Project plan: from analysis to full rollout and support
1. Process diagnosis and audit
- Review of current processes, tools, and bottlenecks.
- Interviews with key employees.
- A short list of the tasks worth automating first.
What the client gets:
- An outside view of how the organization actually works.
- A clear picture of where time, data, and money are lost.
- Priority areas for automation with the highest return.
- A basis for choosing the right platform.
2. System design
- Architecture of the database or ERP: modules, tables, links, and roles.
- Key KPIs for finance, sales, production, and service.
- User interface design.
What the client gets:
- A system that reflects this specific business.
- A simple data structure where everything has a place.
- An agreed layout of the future system, ready to build on the chosen platform.
- A clear path from raw data to management analytics.
3. System setup
- Configuration of the database and modules: tables, links, and formulas.
- Interfaces for different roles (managers, accounting, production, and others).
- Role-based access.
AI features
Cards filled in automatically (text generation, deal priority, smart recommendations)
What the client gets:
- A working system ready for daily use.
- Personalized interfaces for employees.
- Less chaos: people work in one tool instead of a dozen files and services.
- Room to adapt as the business grows.
4. Integrations and automation
- Connection to external services (CRM, accounting, warehouse, messengers, telephony, and others).
- Automatic processes (notifications, tasks, reports).
- Analytics and dashboards.
AI features
Intelligent analytics (sales forecast, analysis of customer requests, automatic call transcripts)
What the client gets:
- One control center for the business.
- Automated notifications and reports in real time.
- Less manual work and fewer mistakes.
- Less dependence on any one person.
5. Testing and team training
- Checks that the system works correctly.
- Bug fixes and interfaces tuned to real tasks.
- Training sessions.
AI features
Built-in assistants and chatbots that guide people inside the system
What the client gets:
- Confidence that the system works correctly.
- Faster employee adoption.
- Instructions and training for new employees.
- Lower risk before a full launch.
6. Launch and support
- Moving the system into production.
- Support during the first stages.
- Scaling: new modules, integrations, and features.
AI features
Adaptive growth — the system itself suggests where processes can still improve
What the client gets:
- A system that starts paying off on day one.
- Technical and methodological support.
- Room to grow: new modules without a full rebuild.
- A long-term effect: the ERP grows with the business.