How-To
How AI Agents Keep ERP Implementations on Track
An illustrative look at AI agents for requirements, testing and weekly status on an ERP implementation.
How-To · Episode H15
Presented by an AI presenter. Written and reviewed by Cendien.
3 steps in this how-to
- Requirements — The agent turns workshop notes into a clean list of requirements and links each one to the configuration task that delivers it.
- Testing — Ask why a test cycle failed and the agent groups the failures by cause, so the team fixes the right thing first.
- Status — Each week the agent drafts a status summary with progress, open issues and upcoming deadlines for the project lead to review.
Read the transcript
Implementing a new ERP? Here's an illustrative look at three ways AI agents can help keep the project on track. First, requirements. The agent turns workshop notes into a clean list of requirements, and links each one to the configuration task that delivers it. Second, testing. Ask why the last test cycle failed, and the agent groups the failures by cause, so the team fixes the right thing first. Third, status. Each week, the agent drafts a status summary with progress, open issues and upcoming deadlines, for the project lead to review. Your project leads review everything before it goes out. Planning an Infor CloudSuite implementation? Talk to Cendien at cendien.com.
ERP implementations generate a lot of documents, test results and status updates. AI agents can do the first draft of that work, so project leads spend more time on decisions.
*This video is an illustrative mockup. The screens are a generic ERP workspace, not actual product screens, and all names and numbers are sample data.*
Watch the one-minute video, then read the summary below.
1. Requirements
The agent turns workshop notes into a clean list of requirements and links each one to the configuration task that delivers it.
2. Testing
Ask why a test cycle failed and the agent groups the failures by cause, so the team fixes the right thing first.
3. Status
Each week the agent drafts a status summary with progress, open issues and upcoming deadlines for the project lead to review.
What stays with people
Every agent action is logged. Your team decides which actions only suggest and which run automatically, and anything that posts, sends or changes a record can require approval.
Frequently asked questions
Does the agent change configuration?
Not in this setup. It drafts and analyzes; your consultants and project leads make changes.
When should we start?
From the first workshops, so requirements and test results are captured consistently from day one.
Talk to us
Cendien is an Infor partner and supports ERP, AI and automation work. Talk to our team or explore our AI services and ERP services.
Related services
- ERP Services — Implementation, upgrades and managed ERP support.
- Managed IT Services — Help desk, monitoring and co-managed IT.
- AI & Automation — AI strategy, automation and analytics.
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