optiviseai.

Custom ERP · Level 2

Custom ERP solutionsshaped around your business.

Start with real friction in orders, stock, production or finance. Decide whether to connect existing systems, add one application or develop an ERP in stages. Design around your terminology, rules, permissions and exceptions, with ISO 9001-aligned records where relevant and AI where it adds value.

28module and integration areas to assess
ISO 9001structure: modules follow clauses 4–10
ScopedTiming scoped per module
AIknowledge base, AI analyst and digital employees

Why custom

Fit the software to the business, not the other way round.

Understand workflows, data and team habits first, preserving the value of existing tools. Custom work may be an integration, one application or an ERP built in stages.

Built on how you work

We start from how orders, production and cash actually move — your terms, units, approvals and exceptions.

Records designed for audit needs

Where quality management is needed, relevant modules can follow ISO 9001 so calibration, inspections, CAPA, internal audits and management reviews are recorded as you work.

Keep what works

We connect the finance, CRM, e-commerce and accounting tools you rely on, and replace only the friction.

Product screens

Explore possible designs through demos.

CUSTOM ERP · CONTROL TOWER Today across the business DEMO REVENUE MTD $2.41M ▲ 8.2% vs plan OPEN ORDERS 368 42 due this week DIFOT 96.4% ▲ 1.1 pts CASH POSITION $1.86M ▼ AR overdue $214K ORDER PIPELINE · NEXT 14 DAYS Quote112 Confirmed94 Allocated70 Picking50 Dispatched38 Invoiced31 Bottleneck: allocation → picking · avg 1.8 days AI COPILOT 3 purchase orders at risk of late delivery — supplier lead times drifting +4 days. Expedite plan → · Draft supplier follow-ups · Re-slot 6 orders to Fri run · Flag 2 customers early Confidence 0.87 · sources: PO history, carrier ETAs, supplier OTIF
CUSTOM ERP · ORDER-TO-CASH Every order, one flow QUOTE112 ORDER94 ALLOCATE70 PICK50 SHIP38 INVOICE31 PAID27 SO-10482 · Meridian Build Co. 84 lines · $128,400 · route MEL-North PICKING ETA Thu SO-10479 · Hartley Distribution 36 lines · $64,900 · split 2 shipments ALLOCATED ETA Fri SO-10465 · Corella Mining Services 12 lines · $212,000 · credit hold BLOCKED action req. AI COPILOT SO-10465: credit exposure exceeds limit by $38K. Draft part-shipment plan and a payment-terms email ready for review.
CUSTOM ERP · PRODUCTION & INVENTORY Plant and stock, one board WORK ORDERS WO-2214 · CNC line AQueued · starts 14:00 WO-2211 · Assembly 2Running · 68% complete WO-2208 · CoatingQC hold · sample 2/3 WO-2205 · PackingDone · 1,240 units MACHINE LOAD · TODAY CNC-A85% CNC-B64% PRESS95% COAT48% PACK72% PRESS constrained — schedule risk on WO-2216 STOCK HEALTH Steel brackets Bearings 6204 Powder coat #12 Below reorder point Raise PO → AI PLANNER Re-sequencing tomorrow's PRESS queue saves 3.2 hours and clears WO-2216 on time. Powder coat #12 usage trending +18% this month — suggested reorder 240kg (covers 6 weeks at forecast demand). Apply plan → Review →

Demo interfaces use example data to explore possible solutions, not released features or verified client outcomes.

28 modules and systems

Laid out by ISO 9001, from planning to improvement.

These 28 areas help define possible solutions; they are not a catalogue of finished products. Select relevant modules, scope custom development, integration or a feasibility pilot, then agree implementation.

ModuleWhat it covers
ISO 9001 · 4–6 Planning
BPM ProcessesProcess maps, roles and approvals, AI use cases; quality objectives, KPIs and risks
ISO 9001 · 7 Support
EAM AssetsEquipment register, preventive maintenance, repair orders and spares; calibration
HRM PeopleStaff records, rosters, attendance, skills matrix and training; monthly AI training
DMS & knowledgeControlled documents, SOPs and approvals; AI knowledge base staff can query
ISO 9001 · 8 Operation
CRM CustomersLeads, opportunities, quotes and contract review; follow-ups and sales pipeline
OMS OrdersSales orders, delivery dates and tracking; B2B portal ordering, service tickets, RMA
PLM ProductsProduct master data, BOMs, routings, versions and engineering changes (ECN)
SRM SuppliersSupplier approval and scorecards; RFQs, purchase orders and receiving
MRP / APS PlanningDemand forecasts, MRP runs for purchase and production plans, capacity scheduling
MES ManufacturingWork orders, job reporting, shop-floor Kanban and OEE; process and output records
WMS WarehouseBin locations, lots and serials, stock moves and counts, FIFO/FEFO, traceability
QMS QualityIQC/IPQC/OQC inspection and release; nonconformance (NCR) review and disposition
ISO 9001 · 9 Evaluation
BI AnalyticsLive KPI dashboards and customer satisfaction; AI analyst answers in plain language
Audits & reviewsInternal audit plans, checklists and findings; auto-built management review reports
ISO 9001 · 10 Improvement
CAPA8D and root-cause analysis, corrective and preventive actions, effectiveness checks
Other systems
FIN FinanceGeneral ledger, AR/AP, costing and budgets; profit and cash-flow reports
IntegrationAPIs linking ERP, CRM, e-commerce, accounting software and website; ongoing support
AI digital employeeRole-based agent that sorts enquiries, drafts quotes and replies; human-reviewed
On-demand
TMS TransportTransport planning, carriers and freight costs, live vehicle tracking, e-POD
E-commerceOnline store, orders and payments, synced with stock and the ERP
POSStore sales, payments and promotions, synced with the ERP
PM ProjectsProject schedules, budgets, timesheets and delivery
EHSSafety training, incidents, compliance and risk management
Food HACCP & cold chainHACCP control points, temperature logs and cold-chain alerts for food businesses
More systems we connect
SCM Supply chainProcurement, suppliers, inventory, production and delivery working in step
CPQ Configure, price, quoteComplex product configuration, pricing rules and automated quoting
ITSM IT serviceTickets, assets, accounts, incidents and service requests
Customer portalCustomers order online, track orders live and raise support tickets, synced with the ERP

How we deliver

From kick-off to continuous improvement.

  1. Kick-off plan

    Agree modules and their order by your priorities; on-demand modules are added when needed.

  2. One module at a time

    Estimate development, integration, data migration and testing for the agreed scope, then move to the next stage after acceptance.

  3. Connect

    APIs link the ERP with CRM, e-commerce, accounting software and your website.

  4. Support & improve

    Provide maintenance, monthly AI training and KPI dashboard support within the agreed scope, with ongoing improvements informed by team feedback.

Design the core around your business.

Tell us where orders, production and cash get held up. Together, we can scope a suitable system, integrations and ongoing support.