ERP and business systems assessment
Find the right AI opportunity before you invest.
We assess your ERP, databases, data and
workflows to identify where AI can create practical value — and where
integration or modernisation should come first.
Start with the system your business already depends on.
AI is useful only when it fits the data, rules and daily work of the
business. Before building anything, we examine the systems you already
use and the processes your team needs to improve.
The assessment helps you choose a realistic first project, understand
the technical requirements and avoid investing in an isolated prototype
that cannot become part of operations.
What we assess
A practical review of your systems, data and workflows
We focus on the parts of your current environment that determine
whether an AI project can work in practice.
- ERP, FileMaker and other business-critical applications.
- Databases, documents and operational data sources.
- Existing APIs, integrations and system constraints.
- Manual, repetitive or error-prone workflows.
- Data quality, access rules and user permissions.
- Security, privacy and operational requirements.
- The expected business outcome and how it can be verified.
What you receive
A roadmap you can act on
The outcome is a practical assessment, not a list of generic AI
ideas.
- A summary of the current system and relevant constraints.
- A prioritised list of suitable AI and automation opportunities.
- A recommended first use case with a clear business objective.
- An initial view of data readiness and integration requirements.
- Key technical, security and operational risks.
- Recommended next steps: prototype, integration, modernisation or no
AI project yet.
Suitable starting points
Where AI can support real business work
The right opportunity depends on the system and process. Common
starting points include:
- Processing documents, emails and requests into business
records. - Searching and answering questions across authorised ERP data.
- Assisting data entry, classification and quality checks.
- Supporting decisions with operational data and defined business
rules. - Automating handovers between ERP systems, databases and external
services. - Adding AI-assisted functions to an existing FileMaker solution.
When AI is not the first step
Sometimes the system needs preparation first.
We do not recommend an AI project when the data, permissions or
underlying workflow are not ready. In that case, the assessment
identifies the modernisation, integration or data work required before
AI can deliver a reliable result.
The correct outcome may be to improve the existing system first,
simplify the process or decide that conventional automation is the
better solution.
How the assessment works
1. Define the objective
We identify the process to improve, the people involved and the
result the business needs.
2. Review the current environment
We examine the relevant ERP, FileMaker solution, databases,
integrations, data sources and constraints.
3. Evaluate opportunities
We compare potential use cases by business value, feasibility, risk
and readiness.
4. Recommend the first step
We define a practical roadmap and recommend whether to prototype,
integrate, modernise or stop.
Questions companies ask
What is an ERP & AI assessment?
It is a structured review of your ERP, databases, data and workflows.
Its purpose is to identify realistic AI opportunities, integration
requirements, risks and the most useful next step.
Can AI be added without replacing the current ERP?
Often, yes. AI can connect to an existing system through its
database, APIs or an approved integration layer. The assessment
determines which approach is suitable for your environment.
Does the assessment include FileMaker systems?
Yes. FileMaker is one of our strongest areas of expertise. We assess
existing FileMaker solutions on their own or as part of a wider ERP and
database environment.
What if our data is not ready for AI?
The roadmap will show what needs to change first. This may include
data cleaning, permission design, API work, workflow improvement or
system modernisation.
Do we need to know which AI solution we want?
No. Start with the business problem, the current process and the
system involved. We evaluate whether AI is appropriate and which
technical approach is realistic.
Why Lolli Group
Business systems first. AI where it is useful.
Lolli Group combines deep Claris FileMaker expertise with experience
in ERP modernisation, business databases, APIs and process
automation.
We begin with the systems and workflows the company already relies
on. The goal is not to add AI for its own sake, but to define an
improvement that can become part of daily operations.
Turn one operational problem into a practical next step.
Tell us which system your business relies on and where work is still
slow, repetitive or difficult. We will begin by understanding the
current process.