Company Brain for ERP handover to support

A workshop proposal and the version that went live

A client asks support why purchase orders still need a manager's approval, when removing that step was discussed at a workshop. The consultant did not take part in the rollout. The workshop note records the idea, while the agreed system handover document says that the live version kept the approval and that removing the step stayed a proposal.

The assistant describes what the documents say. If someone changed the settings without updating the documentation, the knowledge base will not confirm it, and a consultant with access to the system checks the configuration. Access to answers matches the consultant's access to client projects.

What it costs and when it pays back

The model is a small item here. The result depends on the time that searching and asking around take today, and on how much of it remains for checking the answer. In post-rollout support we also count the tickets the consultant had to pass to the implementation team only to find out what went live. Each such handover takes the time of two people and delays the answer to the client.

Before we price the build, we run a test on 20 to 100 questions the team has already asked: we compare the application's answer with what the employee found by hand, and we count the time from the question to the source. The test takes 5 working days and costs €0.

When a better handover helps

If consultants mainly look for one handover document, a clear folder or a project page with links is enough. If the sources are incomplete, the handover has to be completed first, because AI will not reconstruct agreements nobody wrote down. An assistant makes sense when the answer regularly means collecting information from the handover document, an earlier agreement and a later change request.

Where to start

The first scope is the handover documents from a few finished rollouts and the questions support recently passed to the implementation team.

For the first call, one question that keeps coming back to colleagues and where the team looks for the answer are enough. You do not need to send confidential documents, and you receive the written plan within 2 working days.