Training: AI for ERP Data Analytics
This is our flagship training — and our specialty. We teach how to get the data trapped in your ERP and turn it into reports and decisions using AI and plain language, instead of hours in Excel.
Most companies have everything they need for good decisions in their ERP — and almost no one uses it, because getting the data out takes IT, exports and Excel. AI changes the game: you can ask about data in plain language and get ready breakdowns.
In this training we teach concretely: how to phrase questions about data (sales, warehouse, finance, customers), how to build repeatable reports, how to verify AI results so you can rely on them, and where the limits are. All on real data structures from the systems we implement.
What your team will learn
- Get data out of the ERP without waiting for IT
- Ask about data in plain language and get ready answers
- Build repeatable, AI-supported reports and dashboards
- Verify and never blindly trust AI results (data quality control)
- Recognise which decisions to base on data instead of gut feeling
Training day agenda
- 01
Where your data is and why you don't use it
A map of data in the ERP/CRM and the typical barriers to using it.
- 02
Plain-language data queries
How to phrase queries about sales, warehouse and finance so AI returns useful results.
- 03
Reports and dashboards
Repeatable breakdowns, automating recurring reports.
- 04
Trusting the results
How to verify AI answers and avoid confident nonsense.
- 05
From training to an assistant on your data
What's next: how to build a lasting AI assistant on ERP data.
Why us
This is exactly what we do day to day — we implement ERP/CRM and build AI assistants on client data. We don't teach the theory of how AI works; we teach how to actually extract value from the system you already have.
The training is the first step. If you want a lasting solution — an AI assistant wired to the ERP, automated reports — we build it as an Open Mercato implementation or an integration with your system.
What you'll actually do with your data
A sales report without IT
'Show sales by region and category for two quarters with a year-on-year comparison' — a ready breakdown in minutes, without waiting for an analyst.
Early warnings
AI checks data on a schedule and flags anomalies: a sudden margin drop, growing overdue payments, unusual rotation — before they become a problem.
Data turned into decision language
Instead of tables: 'explain why margin dropped in March' — AI ties together sales, costs and discounts into one answer.
A repeatable management report
Set up once, the same monthly board report is generated every month — consistently, in the same format, with no manual work.
Who it's for
- Leadership and owners who want to decide on data
- Controlling, analysts, finance
- Managers who today wait for reports from IT
What the training includes
- An agenda built around your company after a short pre-training call
- A live workshop with a hands-on trainer (on-site or online)
- A ready pack of prompts and templates to use after the training
- Materials and checklists for safe AI use in the company
- A certificate of completion for participants
- A short post-training follow-up answering the team's questions
Format and pricing
Closed training for your team, on-site or online. Typically one day; a two-day version with building real reports is available.
from PLN 2,000 net / training day
Funding via Poland's National Training Fund (KFS) is possible — up to 90% of the cost for eligible employers. We'll help prepare the training description for the application.
Frequently asked questions
Which ERP systems do you work with?
Any system we can export from or connect to — Comarch Optima, enova365, Symfonia, Subiekt, and Open Mercato. We tailor exercises to your system.
Do we need special tools?
No. We show what's possible with common AI tools and ERP exports. A lasting integration is a separate, optional implementation step.
Is company data safe?
Yes — we teach safe data practices (anonymisation, tool choice, data that must never be sent). It's a core module of the training.
What's the cost and is there funding?
From PLN 2,000 net per training day, priced per group. KFS funding (up to 90%) is possible — we help with the application description.