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Multi-Party Coordination: Where ERP Workflows Break Down
The Coordination Challenge ERPs excel at linear workflows within single departments. They struggle with multi-party coordination requiring communication across boundaries. Understanding where workflows break down reveals AI agent value proposition. Reality: 60-70% of ERP exceptions involve multi-party coordination that ERPs cannot automate. Where Coordination Breaks Down Breakdown 1: Cross-Department Coordination Scenario: Vendor bill doesn't match purchase ord
1 day ago5 min read
The API Requirement: What Your ERP Must Have
The API Necessity AI agents cannot function without ERP API access. Understanding what APIs are, why they're required, and whether your ERP has appropriate capabilities determines implementation feasibility. Reality: Modern ERPs (2015+) typically have suitable APIs. Legacy systems may need work. What an API Is Application Programming Interface Explained Simple explanation: A standardized way for software systems to exchange data Analogy: API is like a restaur
1 day ago6 min read
Data Requirements: What AI Agents Need to Learn Your Process
The Data Question "What data do AI agents need?" determines implementation preparation. Understanding data requirements - historical examples, decision criteria, outcome definitions - enables realistic timeline planning. Reality: Data gathering takes 2-3 weeks, not months. Implementation partner guides the process. Data Category 1: Process Examples Historical Exception Scenarios What's needed: 20-30 examples of typical exceptions with outcomes For AR collectio
1 day ago6 min read
Why Generic AI Tools Don't Work for ERP Exceptions
The Generic AI Temptation "Can't we just use ChatGPT?" is a common question. Understanding why generic AI tools don't work for ERP exception handling prevents wasted effort and disappointment. Reality: Exception handling requires purpose-built AI agents, not general-purpose AI chatbots. What Generic AI Tools Are ChatGPT, Claude, Copilot, Gemini What they are: Conversational AI platforms General knowledge and reasoning Text generation and analysis Question ans
1 day ago5 min read
How to Pilot AI Without Disrupting Current Operations
The Disruption Concern "We can't afford disruption to current operations" is a valid concern. Understanding how to run AI pilots in parallel with manual processes prevents service degradation while proving AI value. Proper pilot design creates zero customer-facing disruption. Parallel Operations Approach Week 1-2: Shadow Mode How it works: AI processes exceptions but does NOT contact customers AI generates recommended actions only Staff reviews AI recommendati
1 day ago6 min read
Why AI Agents Need Human Oversight (And Always Will)
The Oversight Reality AI agents are not "set it and forget it" automation. They require ongoing human oversight for quality assurance, relationship management, edge case handling, and continuous improvement. Understanding why oversight is permanent and what it entails prevents disappointment while enabling realistic expectations. Why Oversight Is Permanent Reason 1: Business Judgment Requirements What AI cannot do: Evaluate unique business situations requiring e
1 day ago5 min read
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