Managed AI Analytics
Get answers from your business systems without waiting for another report.
Ask questions of approved ERP, CRM, finance, and operational data through a compatible AI assistant. Systems Place defines the business meaning, controls access, checks representative answers, and manages the service for you.
Read-only by default · Approved users and data · Tested against known results
Approved business data
Read-only
Which sales territories fell behind target last month?
- ERP sales
- CRM targets
- Finance margins
Example analysis flow
Anonymised client implementation
A working read-only connection to approved ERP sales data.
A distributor uses purpose-built analysis tools to investigate sales performance and continue with the next question.
Approved users can investigate sales performance through follow-up questions while the ERP remains the source of record. MCP is the technical standard used for this client’s connection.
Use cases
Start with a recurring question and a result you already trust.
A useful first use case has an owner, approved data, a known comparison, and a decision the answer will support.
Finance
What changed in margin, receivables, or forecast variance, and which customers, products, or periods explain it?
Commercial
Which territories, accounts, products, or pipeline movements explain the change in sales performance?
Operations
Which stock, service, order, or fulfilment exceptions need attention, and what information supports the priority?
Assess, Build, Run
Make one clear commitment at a time.
Each stage produces something you can review before the next stage begins.
01 Assess
02 Build
03 Run
A production build begins only when the assessment supports it. Launch follows agreed answer, access, and operating checks.
Good first fit
One question, one owner, known data, and a result you can check.
Question
The team asks it repeatedly and waiting for a new report slows the review.
Owner
A person or team is accountable for the decision the answer will inform.
Data
The likely ERP, CRM, finance, or operational sources are known and can be reviewed for access.
Comparison
A trusted report, source result, or known example can be used to check representative answers.
Common questions
Questions buyers usually ask first.
Do we need a custom connection?
Not necessarily. The assessment can recommend an existing product, BI, a managed platform, a purpose-built connection, prerequisite work, or stopping.
Can we begin read-only?
Yes. Read-only is the default starting point. Any later write action needs separate approval, permissions, testing, and operating controls.
How are answers checked?
Representative questions are compared with trusted reports, source-system results, or known examples. Access and failure behaviour are checked too.
Does this replace our BI?
It may complement existing BI or the assessment may recommend using BI alone. The choice depends on the question, access, trusted comparisons, and operating needs.
Insights
Practical guidance for choosing an option and checking the result.
Use these guides to prepare the question, trusted comparisons, and access decisions for an assessment.
Native ERP AI, BI, a managed platform or custom MCP: how to choose
Compare the available options before deciding whether a new connection is needed.
How to check AI answers against the business reports you already trust
Turn known results and reference reports into practical answer checks.
Read-only AI access to ERP and CRM data: questions to ask before launch
Review identity, permissions, provider processing, logs, retention, and exit.
First step
Choose the simplest way to answer one business question before you build.
Bring the question, the team that owns it, the systems involved, and a report or known result you trust.