Orders from CRM to ERP

Discovery selects one process, one CRM and an owner. The baseline and acceptance criteria are documented. Paid pilot: one process, 2–4 weeks, agreed scope and acceptance criteria. The paid pilot uses a limited dataset. The planning target is 2–4 weeks after access is available; the schedule is confirmed against scope.

The agreed workflow is tested for sources, duplicates, permissions, failures and recovery. Results are accepted jointly.

Human approval External messages and documents are sent after human approval. Commercial decisions belong to authorised people. Example CRM and ERP integrations are implemented per project. APIs, licences and compatibility are reviewed before estimation.

Data regions, providers, retention and support access are agreed before launch. A DPA is prepared where applicable. Finland · B2B EEA hosting alone does not cover external model processing. Data flows and authorised processors are documented.

Implementation includes agreed integrations, training, operating instructions and acceptance. The client appoints an operational owner.

The starting point

Support hours, language, response times and spending limits are agreed separately. Around-the-clock support is not included automatically.

• Paid pilot: one process, 2–4 weeks, agreed scope and acceptance criteria.

• Human approval

• Example

• Finland · B2B Quotes are itemised: delivery, licences, hosting, calls and model usage. Taxes and VAT are confirmed for each agreement.

The pilot verifies the agreed process. Lead volumes, meetings, sales and revenue are not guaranteed.

• This guide uses Kaarna Components data to show how to scope and test a workflow. Paid pilot: one process, 2–4 weeks, agreed scope and acceptance criteria.
• Human approval All examples show typical AITEHO implementations.
• Discovery selects one process, one CRM and an owner. The baseline and acceptance criteria are documented. Example

Finland · B2B The paid pilot uses a limited dataset. The planning target is 2–4 weeks after access is available; the schedule is confirmed against scope.

The selected workflow

The agreed workflow is tested for sources, duplicates, permissions, failures and recovery. Results are accepted jointly.

Human approval

External messages and documents are sent after human approval. Commercial decisions belong to authorised people.

• CRM and ERP integrations are implemented per project. APIs, licences and compatibility are reviewed before estimation.
• Data regions, providers, retention and support access are agreed before launch. A DPA is prepared where applicable.
• EEA hosting alone does not cover external model processing. Data flows and authorised processors are documented.
• Implementation includes agreed integrations, training, operating instructions and acceptance. The client appoints an operational owner.

Integrations and permissions

Support hours, language, response times and spending limits are agreed separately. Around-the-clock support is not included automatically. Paid pilot: one process, 2–4 weeks, agreed scope and acceptance criteria. Quotes are itemised: delivery, licences, hosting, calls and model usage. Taxes and VAT are confirmed for each agreement.

The pilot verifies the agreed process. Lead volumes, meetings, sales and revenue are not guaranteed. Human approval This guide uses Kaarna Components data to show how to scope and test a workflow.

Pilot measurements

All examples show typical AITEHO implementations.

• Discovery selects one process, one CRM and an owner. The baseline and acceptance criteria are documented.
• The paid pilot uses a limited dataset. The planning target is 2–4 weeks after access is available; the schedule is confirmed against scope.
• The agreed workflow is tested for sources, duplicates, permissions, failures and recovery. Results are accepted jointly.

Testing and acceptance

Launch and training

• Example External messages and documents are sent after human approval. Commercial decisions belong to authorised people.
• Finland · B2B CRM and ERP integrations are implemented per project. APIs, licences and compatibility are reviewed before estimation.
• Paid pilot: one process, 2–4 weeks, agreed scope and acceptance criteria. Data regions, providers, retention and support access are agreed before launch. A DPA is prepared where applicable.
• Human approval
• Example EEA hosting alone does not cover external model processing. Data flows and authorised processors are documented.
• Finland · B2B
• Paid pilot: one process, 2–4 weeks, agreed scope and acceptance criteria. Implementation includes agreed integrations, training, operating instructions and acceptance. The client appoints an operational owner.

Support and development

Support hours, language, response times and spending limits are agreed separately. Around-the-clock support is not included automatically.

Data handling

Quotes are itemised: delivery, licences, hosting, calls and model usage. Taxes and VAT are confirmed for each agreement.

The pilot verifies the agreed process. Lead volumes, meetings, sales and revenue are not guaranteed.

This guide uses Kaarna Components data to show how to scope and test a workflow.

Scope and terms

All examples show typical AITEHO implementations.

Discovery selects one process, one CRM and an owner. The baseline and acceptance criteria are documented.

Human approval

Example

The starting point

The paid pilot uses a limited dataset. The planning target is 2–4 weeks after access is available; the schedule is confirmed against scope.

The agreed workflow is tested for sources, duplicates, permissions, failures and recovery. Results are accepted jointly.

External messages and documents are sent after human approval. Commercial decisions belong to authorised people. CRM and ERP integrations are implemented per project. APIs, licences and compatibility are reviewed before estimation. .

Data regions, providers, retention and support access are agreed before launch. A DPA is prepared where applicable. Finland · B2B EEA hosting alone does not cover external model processing. Data flows and authorised processors are documented. Paid pilot: one process, 2–4 weeks, agreed scope and acceptance criteria. .

Implementation includes agreed integrations, training, operating instructions and acceptance. The client appoints an operational owner. Plan a pilot .

Support hours, language, response times and spending limits are agreed separately. Around-the-clock support is not included automatically. Plan a pilot .