From reports to understanding
Why did sales increase? Which product group is affecting margins? Define periods, costs and returns before assessing AI-assisted management summaries.
ERP + DATA + AI
Understand what your data is telling you. Decide the next step together.
We combine ERP experience dating back to 2010 with an approach to AI-assisted reporting and process improvement. We start with the right question, reliable data and a solution suited to your business.
Discuss AI opportunities ER-TE · INSIGHT
“Why are margins declining while sales grow?”
01ERP records02Defined metrics03Traceable analysis04Authorised review
Illustrative analysis workflow · no live client dataWhere could it help your business?
Inventory and purchasing
Review slow-moving items, inventory age and supply patterns together. Compare suggestions with campaigns, seasons and lead times; authorised staff retain purchasing decisions.
CRM and business development
Use quotation history, customer interactions and reasons for lost opportunities to assess follow-up priorities. Staff review proposed customer-facing content before it is shared.
Finance and process control
Highlight overdue receivables and unusual movements. Trace differences back to source records. Payments, accounting entries and limit changes remain subject to permissions and approval.
Start with a focused pilot. Measure the result.
- Choose one business question.
- Review data, permissions and integrations.
- Compare results with existing reports.
- Measure accuracy and time saved before extending scope.
Built-in Logo AI features and custom analytics projects have different scopes. Availability depends on product, version, licence, language, data and integrations. These scenarios do not represent an existing ER-TE product or completed client project.
Research notes
Logo describes AI-assisted insight and configurable reporting dashboards within Edge. Logo ↗
Microsoft’s Business Central summarisation documentation emphasises source records and user permissions; the feature is in preview. Microsoft Learn ↗
SAP discusses enterprise AI alongside business data, context and governance. SAP ↗
These sources informed our approach; they do not imply SAP or Microsoft partner status. Reviewed: 16 October 2026.
Discuss AI opportunities