We begin with a 30-minute call about your specific operational situation. No presentation. No commitment required. By the end of the call, you will know whether ERP AI Agent is the right fit and what a pilot would look like for your team.
Most engagements start with one process. That is enough to validate the approach before any broader investment.
Opens the booking calendar on the day you picked. You confirm the time there.
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Share as much context as possible so we arrive prepared and focused on your situation.
You receive a calendar confirmation and a short preparation note by email. The call is 30 minutes with a senior consultant. After the call, you receive a written summary covering fit, recommended entry point, and suggested next steps.
A description of one or two processes where your team loses the most time. Basic information about your current systems is useful but not required. We cover the systems question during the call itself.
Yes. The first call is a fit assessment, not a sales conversation. If your environment is not ready for a pilot, we will tell you specifically what would need to be in place before one makes sense.
Although we serve clients across the USA and Canada, we welcome engagements from companies globally. If you are outside North America and want to explore working together, reach out through this page and we will have that conversation.
Most engagements start with one process. A 30-minute call is enough to assess fit and outline what a pilot would look like for your team.
