Beyond the AI hype there are practical real-world use cases for implementing AI workflows into your ERP and business processes including:

• Automating manual business processes involving repetitive actions.
• Document automation – Ingesting Invoice or PO PDFs in combination with OCR to automatically create transaction records. While NetSuite is continuing to roll out native AI capabilities they are costly and may lack the nuance and specific use cases your business requires.
• CRM automation – Ingesting Emails and auto-assigning to Projects, Tasks, Sales Reps with email summarization and priority.
• Developing business-specific customizations rapidly.
• Semantic data cleaning.

Simple Example of Semantic De-Duplication:

Records in NetSuite may be duplicates, but not detected by NetSuite as duplicates because there is not an exact match between John Doe and Johnathan Doe or may have been entered by multiple employees with slightly different information. AI can semantically understand these similarities to alert employees to double-check and merge similar records:

If you’re looking to automate processes within your ERP or CRM please don’t hesitate to contact us and book a meeting for a free consultation.