ERP integration roadmap (visual-first)
Phase 1
Knowledge first (SOP/specs)
Turn ERP docs into a searchable, cited knowledge base
Phase 2
Then queries (reports/data)
Connect ERP query/report outputs for faster reporting and interpretation
Phase 3
Finally workflow assistant (verifiable)
Package high-frequency operations as verifiable steps (confirm before execute)
A typical approach is “knowledge first, integration second”: turn ERP module docs/SOP/field specs into a searchable enterprise knowledge base, then integrate with available ERP interfaces (API/report export, etc.) in phases.
- Phase 1 (quick value): ask in natural language: “what does this field mean, how to run this process, what does this report mean?”
- Phase 2 (data queries & summaries): connect to ERP query/report outputs to generate and interpret reports faster.
- Phase 3 (workflow assistant): with your authorization, package high-frequency operations as verifiable steps (agreement/version govern).
Note: the exact integration method and automation scope depend on the ERP vendor/version/interfaces and your security policies; we align during implementation.
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