Adding AI to an ERP does not need a long transformation programme. With a focused scope, a useful pilot fits in about ninety days. This is the plan we follow with clients.
Days 1 to 30: choose and prepare
- Workshop with finance, sales and operations to list repeated tasks.
- Score each idea on time saved, data availability and risk.
- Pick one use case, for example answering questions about receivables or drafting purchase follow-ups.
- Check the data fields it depends on and fix the most important gaps.
- Agree success measures and who approves the AI’s output.
Days 31 to 60: build and pilot
We connect the AI to your ERP with read access first, using role-based permissions so users only see what they are allowed to see. A small group of users tries it in suggest-only mode. Every answer or draft is reviewed, and feedback is collected weekly.
Days 61 to 90: measure and decide
We compare results with the baseline: minutes saved, errors caught and how often drafts are accepted without changes. If the pilot meets its targets, we plan the next step, such as more users, write access with approvals, or a second use case. If it does not, we learn why before spending more.
Choosing the technology
Depending on data sensitivity and budget, we use hosted AI models, private deployments or self-hosted open models. The ERP can be Reckon ERP, ERPNext, Odoo, Salesforce or a custom system, as long as it has an API.
Common mistakes we help avoid
- Starting with several use cases at once.
- Letting AI change records without approval.
- No baseline, so nobody can tell whether it helped.
Frequently asked questions
What does a pilot cost?
It depends on the use case and integration effort; we provide a fixed estimate after the first workshop.
Will AI replace our ERP team?
No. It removes repetitive work so the team can focus on decisions and exceptions.
Related reading
For the product view of this topic, read How to Implement AI in ERP Systems, Step by Step on the Reckon ERP blog.
Planning a project? Book a free consultation with our team, or see our AI agent development service.
