optiviseai.

Level 2 · Business AI Transformation

AI training and transformationthat starts with your challenges.

Start with the problems your team faces: duplicate entry, scattered information, slow responses or limited AI experience. We design AI assistants, workflow automation, integrations and custom applications with you. Keep existing software that works and add custom ERP modules where needed. Ongoing technical support, role-based training and reviews help your company build the ability to keep progressing as technology changes.

Tailored AI and integrationStart with a pilotDelivery scoped to your needs

What you get

Focus on the costs, workflows and response times that matter.

Custom AI assistants, automation and integrations built around business pain points, with ERP modules where needed and ongoing support for your team.

Lower running costs

Pilot suitable enquiry, drafting and lookup tasks, then assess how much time AI digital employees or a knowledge base can save.

Higher efficiency

Review how information moves between customers, orders, production, stock and finance. Connect existing systems or build the modules needed to reduce re-keying, with ISO 9001-aligned records where quality management is in scope.

Faster answers and decisions

Live KPI dashboards and an AI analyst answer questions about your business in plain language, and management reviews turn them into improvements every month.

Services we can scope with you

Choose tools and modules around the problem.

These are areas we can assess together. Features, workload, costs and timing follow a review of your business and existing systems. The proposal distinguishes demonstrations, custom development and exploratory work.

What each module covers
Can be combined withLevel 1 · Global Foundation
ISO 9001 · 4–6Planning
  • BPM Processes
ISO 9001 · 7Support
  • EAM Assets
  • HRM People
  • DMS & knowledge
ISO 9001 · 8Operation
  • CRM Customers
  • OMS Orders
  • PLM Products
  • SRM Suppliers
  • MRP / APS Planning
  • MES Manufacturing
  • WMS Warehouse
  • QMS Quality
ISO 9001 · 9Evaluation
  • BI Analytics
  • Audits & reviews
ISO 9001 · 10Improvement
  • CAPA
Other systems
  • FIN Finance
  • Integration
  • AI digital employeePriced per role
On-demand
  • TMS Transport
  • Special modules: e-commerce and POS, projects, EHS, food HACCP and cold chain

The modules below are options for custom development and integration. Select only what is relevant, agree priorities, data requirements and acceptance criteria, then develop, test and launch in stages.

Your quote defines modules, development effort and support scope; AI digital employees are priced per role. Unvalidated requirements begin with a feasibility assessment or small pilot.

Company-wide AI

Build AI capabilities your team can keep using.

Use real workflows and reliable data to configure AI for each role. Validate valuable use cases before expanding, with people approving key decisions and external commitments.

See ERP demos

Find the AI opportunities

Process maps, roles and approvals show where AI saves the most time.

AI knowledge base

Scope the knowledge base and access permissions so staff can query the SOPs, documents and forms they are authorised to use.

AI analyst

Live KPI dashboards, and answers about your data in plain language.

AI digital employees

Role-based agents sort enquiries and draft quotes and replies. Priced per role.

Monthly AI training

Provide monthly role-based training around practical usage issues and new capabilities, helping your team keep using AI effectively.

People stay in control

Prices, terms and anything sent outside are approved by the responsible person.

Terms

Agreed scope. Ongoing monthly support.

One flat monthly fee

No deposit or setup fee. Invoiced at the start of each month.

Scope around your needs

Combine the services your priorities, budget and existing systems call for. Your proposal defines the scope.

Starts the day you sign

Service starts on the signing date; the implementation plan is set at kick-off.

Cancel any time

No penalty. Give notice before month-end and service stops at the end of that month.

Other service areas

Four service areas, combined around you.

Combine the four levels as needed, with scope and delivery order shaped around your business.

Explore the four service areas
Global Foundation
Level 1 · Tailored to your needs

Global Foundation

Digital presence and export foundations tailored to your audience: website, search visibility and enquiry channels.

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Marketing & Lead Generation
Level 3 · Combine as needed

Marketing & Lead Generation

Marketing, buyer research and customer follow-up shaped around your target market and sales process.

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Local Operations
Level 4 · Combine as needed

Local Operations

Company setup, finance and tax, delivery and customer support in Australia, Singapore and Malaysia, shaped around your business.

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Questions

Before we start.

How do the modules roll out?

We first agree pain points, existing systems, data readiness and acceptance criteria, then prioritise modules by business value. Development, integration and testing are estimated for each module, with expansion after the pilot is validated.

Does this get us ISO 9001 certified?

Where quality management is in scope, we can design relevant modules and records around ISO 9001 to support your system and audits. An accredited certification body issues the certificate, and we do not guarantee the result. Our Certification & Compliance service can help you prepare for the audit.

How are AI digital employees priced?

Each role (for example, enquiry handling or quoting) is priced per role per month, on top of the agreed service fee. Ask us for the current rate.

Do we need to replace our current systems?

Not necessarily. We connect ERP, CRM, e-commerce, accounting software and your website through APIs, and build the modules you need.

Where can AI save you the most?

Bring an example enquiry, quote or report. We will show you what AI and a better system could do with it.