Services

Start with AI analytics. Add shared information or controlled actions only when the use case requires them.

Systems Place helps teams ask useful questions of ERP, CRM, finance, and operational data through compatible AI assistants. We begin with read-only analysis, clear definitions, approved access, and answers checked against known results.

Four services

Use the smallest service that solves the business problem.

The assessment is the decision step. The other three services apply only when their additional scope is justified.

Next: choose an existing tool, BI, managed connection, prerequisite work, or stop

AI Analytics Assessment

Use when you have a recurring question but do not yet know the best option. Includes a written recommendation, source and access review, evaluation plan, and scope-based fee model.

See the assessment

Next: assess one read-only use case

Managed AI Analytics

Use when approved users need to ask questions of business-system data through a compatible AI assistant. Includes definitions, access design, answer testing, monitoring, and support.

Explore Managed AI Analytics

Next: identify the shared information and its owners

Managed Context Services

Use when several assistants or workflows need the same maintained definitions, documents, policies, relationships, and permissions. Includes ownership, freshness, testing, and controlled change.

Explore Managed Context Services

Next: define the controlled action that read-only analysis cannot complete

Operational Decision System

Use when analysis must lead to a controlled system action. Includes policy, permissions, approval, write controls, failure and reversal handling, monitoring, and measurement.

Explore Operational Decision System

A practical starting point

Most teams should begin with one read-only question.

Question

Choose a recurring finance, commercial, or operations question with a named owner.

Data

Identify the ERP, CRM, finance, or operational records needed to answer it.

Comparison

Provide a report or known result that can be used to check representative answers.

Decision

State what a person will decide differently when the answer is available.

Default position

Do not build a larger system when an existing tool or a focused read-only service will do.

The assessment can recommend an existing tool, BI, a managed connection, prerequisite work, or stopping.

First step

Choose the simplest way to answer one business question.

Bring the question, the data it depends on, and a report or known result you trust.