Legacy System Automation

Keep your systems. Improve the work around them.

An older ERP, CRM, or supplier portal can limit how many orders your team can handle. People rekey information, move files between systems, and wait for reports before they can answer a customer.

We investigate the safest integration path first: APIs, approved database access, scheduled reports, or file exports. Where those options are unavailable, interface automation may be appropriate. Its reliability and maintenance needs must be tested before operational use.

Start with one transaction type

A Focused AI Workflow Pilot, typically around CAD $10,000, can test a contained workflow such as quote preparation, order entry, or service-request routing. Efficiency is a valid first measure: compare turnaround, handling time, and errors, then decide how the extra capacity could support the business.

We scope around the actual system and its constraints. Workflow count alone does not determine the price. Complex integrations and wider rollouts need a separate proposal.

What the scope covers

• Approved access paths and the systems involved
• A working automation for the agreed workflow
• Validation, reconciliation, exceptions, and escalation to a person
• Representative tests and a comparison with the current process
• Documentation and the agreed handoff

The proposal identifies whether a limited operational launch is included, who maintains the workflow, and how changes to the underlying system will be handled. Hosting, third-party software, broader rollout, and ongoing support are scoped separately.

A measured commitment

Before we build, we agree the acceptance tests, review window, and correction terms. We do not promise a fixed number of hours saved before seeing the process. We do commit to a defined scope and a result your team can evaluate.

Arrange a free 45-minute fit call to discuss the work your current systems make difficult.