Profile and context
Typical decision-maker: CIO, head of IT, CFO
We want AI, but data won't leave the AS/400.
Recurring pains
- BI only sees D-1 — manual nightly export
- Every new integration points at legacy and stalls
- Copilot impossible without accessible data — outdated or imprecise answers
How we structure the solution
Map before you build
- The problem
- Dozens of CSVs and fragile connectors; nobody knows criticality if ERP goes down.
- What we do
- Integration diagnosis: origin, destination, owner, frequency, and plan B — with quick-win prioritization and roadmap.
- What changes
- IT and leadership decide what to build first with shared map; deploy stops being a gamble.
Legacy feeding decisions
- The problem
- KPI always D-1; history stuck in COBOL or closed ERP.
- What we do
- Incremental load connectors to warehouse, monitoring, and documented schema; event bus decouples new modules from core.
- What changes
- Dashboard and copilot operate on reliable data; architecture doesn't collapse if ERP changes.
Reconciliation and consolidated financial view
- The problem
- Treasury reconciles manually; leadership doesn't trust weekly spreadsheet number.
- What we do
- AI-assisted reconciliation with exception trail and executive dashboard with semantic layer — one number, one truth.
- What changes
- Reliable daily close; finance acts on deviation same day, not next week's meeting.
