ERP Intelligence Agent

Approach

Adastra delivers an AI-powered automation solution that integrates seamlessly with your ERP system. Through a structured discovery phase, we define the key features, data flows, and user scenarios. We then design and implement a cloud-native solution using AWS services to provide real-time ERP data access and intelligent automation of communication workflows.

Activities

• Build and configure an AI agent that supports natural language interaction.
• Connect the agent to ERP systems and marketing data sources.
• Develop SQL translation capabilities to query structured ERP data.
• Implement RAG model integration for unstructured data such as invoices, purchase orders, product photos and email exchanges.
• Create orchestration logic to select sources and execute queries.
• Deliver a business-facing interface for query input and results.
• Test for accuracy and usability across real-world marketing scenarios.
• Provide documentation, onboarding, and knowledge transfer.

Deliverables

• Fully functional AI agent integrated with ERP and marketing systems.
• SQL translator for structured ERP database queries.
• RAG component for unstructured data retrieval (e.g., documents, meeting notes).
• Front-end interface for self-service data access.
• Solution architecture and configuration documentation.
• User guide and knowledge transfer session.

Outcomes

• Business users can query ERP and marketing data using natural language, reducing ad hoc data requests to IT or BI teams and increasing overall productivity.
• Quick access to lead and campaign data supports better targeting and real-time decision-making. Employees and customer service agents can instantly receive critical information, such as:

1. Product availability and reuse, streamlining inventory management and reducing unnecessary stockouts.
2. Work order and inventory tracking, enabling smoother operations and minimizing delays.
3. Customer and sales data, driving better sales and customer engagement.
4. Financial and accounting data, enabling timely financial decisions.
5. Product pricing and costing, enhancing pricing strategies.
6. Component tracking and BOM, aligning production with material availability.

• Combines structured ERP data and unstructured sources for richer, more actionable insights
• Encourages greater adoption and value from existing ERP systems across the organization.