Scope your system and automation project

What do you need most right now?

An Operations & Systems Diagnostic is usually the right first step: 1–2 weeks, with a written roadmap at the end. You can still finish the scope below to see where it might lead.

Start with an Implementation Health Check. We review what you have before anyone adds more scope.

Pick your automations in step 3. If you are not sure which pay back first, an AI readiness review ranks them.

Industry and scale shape the data model, the approvals you need and which platforms make sense.

Industry

Headcount

Biggest bottleneck today

Pick every area you want in the new system. Each module works alone or as part of one ERP core.

Workflows to build on top of the system. Each runs with approval gates you set. Skip this step if you want the system first.

Leave the platform on "recommend" if you are unsure. We explain the reasoning in the summary.

Preferred platform

Hosting

Timing