Your client has chosen their system. Now deliver on the promise.
ERPilotAI gives ERP resellers a structured, intelligent implementation framework — from the moment a client is onboarded through to formal handover to support. Platform agnostic by design. Works across every ERP system you sell and implement.
From day one, the platform combines what you tell us about your client with what it already knows — drawing from a library of over 30 ERP platforms, their modules, their integration ecosystem and the real-world knowledge of how they are configured and delivered. Every document is auto-created using your own branded templates — in your format, to your standard, ready to issue. As the project progresses and more is captured and agreed, the platform's knowledge base grows — so every deliverable throughout the lifecycle reflects exactly what has been decided for that client. Automatically. Consistently. In your house style.
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ERP Resellers
ERP Implementation Automation
ERP Resellers
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We work with your documents — not ours.
When you subscribe to ERPilotAI, the first thing you do is upload your existing template documents — your Project Initiation Document, RACI, risk register, data templates, UAT scripts, training plan, go-live readiness checklist, handover document. Every template your team currently uses.
ERPilotAI uses those templates as the output format for every document it generates. Your branding. Your structure. Your layout. Your client-facing format. We populate them automatically from the client intelligence profile and everything the platform knows. Your team receives documents that look exactly as they always have — just completed for them.
No generic ERPilotAI layouts. No reformatting. No client wondering why the documents look different. Just your documents, populated and personalised — ready to issue.
Standard — Smarter Discovery Preparation
When a new client is onboarded, ERPilotAI pre-populates your discovery document template with everything it already knows — company name, legal entities, modules purchased, integrations, contacts, go-live target and all relevant static data. Your Solutions Designer goes into every discovery session with a document that is already 40-50% complete before anyone walks in the room.
They conduct the sessions as normal, completing the discovery document as they go or immediately after. They issue it to the client for sign-off in your usual format.
What changes: the repetitive setup and population work is already done. Your team focuses on the conversations that matter.
Two ways to work. Both transformative.
Pro — Discovery to Solution Design. Automatically.
Your Solutions Designer records the discovery sessions — which they should be doing anyway for their own reference. They upload the recordings to ERPilotAI.
The platform processes the transcripts. It extracts agreed processes, workflow decisions, configuration choices, deferred items, actions, flagged risks and items requiring further discussion — and produces a complete solution design document using your own template. Personalised. Structured. Populated from everything captured in the room.
Your Solutions Designer reviews and fine-tunes in half a day. Not 2-4 days of write-up. Half a day of review.
That document then flows directly into your UAT scripts, training plan and configuration tracker — all synchronised automatically from what was agreed in discovery.
Hours saved. Pipeline accelerated. Every project.
Every implementation your team delivers generates the same documentation tasks. Project setup. Discovery, Solutions Design, RACI. Risk register. Data templates. UAT scripts. Go-live readiness. Handover. All of it built from standard templates and then personalised to reflect that client's agreed processes, workflows, configuration decisions, risks and integrations. That personalisation and synchronisation across documents is where the cumulative hours go — on every project, for every client, without exception.
ERPilotAI auto-creates every document — personalised, synchronised and in your own template format. Based on real project data, our standard subscription saves days of PS team time per implementation. Every project. Every time.
3+ days
PS documentation time saved per implementation — Standard subscription
6+ Days
Total saving per implementation — Pro Discovery subscription
Based on real implementation project data. Savings vary by project complexity — the more complex the implementation, the greater the documentation burden and the saving
From Discovery Bottleneck to Delivery Accelerator
Discovery may take days.
Documenting it shouldn’t.
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for
Remove days of manual discovery write-up and solution design drafting, replacing it with structured outputs ready for consultant review.
The solution design document is the implementation bible. Every agreed workflow, every process decision, every configuration choice, every integration — documented, structured and personalised to your client. Traditionally it takes your Solutions Designer days to write up after discovery sessions end. Multiply that across a busy pipeline and you are losing weeks of your most critical and constrained resource to documentation.
ERPilotAI Pro captures your discovery sessions, processes everything agreed, deferred, flagged and decided — and auto-generates the complete solution design document using your own template. Your Solutions Designer reviews and fine-tunes in half a day. Not writes from scratch. Reviews and fine-tunes.
That document then flows directly into your UAT scripts, training plan and configuration tracker — all synchronised automatically from what was agreed in the room.
But the real value is not just the hours saved per project. For many resellers the bottleneck is not the work — it is the availability of Solutions Design consultants. With ERPilotAI Pro, your pipeline moves at the speed of discovery. Not the speed of documentation.
Eleven stages. Every document auto-created. Everything synchronised.
1
Client Intelligence Profile
Complete a comprehensive profile of your client — company, sector, modules purchased, legal entities, key contacts, integrations required, bank feeds, payroll provider, existing system and go-live target. Entered once. Drives every downstream document automatically — all populated into your own templates.
2
Kickoff
Auto-generated kickoff agenda populated into your template from the client profile. Additional information captured during the meeting — steering group, user champions, escalation contacts — feeds directly into the Project Initiation Document.
3
Project Initiation
Project Initiation Document, RACI, governance structure and communication framework — all auto-created, personalised and populated into your own templates from the information already captured.
4
Discovery & Requirements
Your discovery document template pre-populated with everything ERPilotAI already knows before sessions begin. Structured capture across multiple sessions. Agreed processes, workflows, configurations, deferred items and areas requiring further discussion all recorded. The platform builds a growing knowledge base of exactly what has been agreed for this client.
5
Solution Design Document
Standard — your template pre-populated, your Solutions Designer completes during and after sessions as normal. Pro — auto-generated from uploaded session recordings. Every agreed workflow, process, configuration decision and exception documented and populated into your template — ready for review in half a day and client sign-off. Pro subscription required.
6
Sandbox Setup
Environment provisioned post-discovery. Initial configuration applied based on the solution design. Client access confirmed and tested.
7
Static Data Collection
Data templates auto-generated and issued to the client — personalised to their sector, modules and data structure and populated into your own templates. Chart of accounts, customers, suppliers, stock records, opening balances. Structured cleansing sign-off and formal approval before configuration begins.
8
Configuration
Configuration tracker auto-generated from the solution design document and populated into your template. Module by module sign-off. Stage gate approval before UAT begins.
9
Training
Training plan auto-generated by module, by user group and by department — drawn from the agreed workflows and processes captured during discovery — and populated into your training template.
10
UAT
UAT scripts generated from the solution design document and populated into your UAT template — reflecting your client's actual workflows, their specific configuration and their agreed processes. Not a generic template for the client to complete. A precise, client-specific test script built from everything the platform knows.
11
Go-Live, Hypercare & Handover
Go-live readiness report, hypercare issue tracker and formal handover to support document — all auto-created and populated into your templates. A clean end to the project. A strong start to the long-term relationship.
What ERPilotAI auto-creates for your team — in your templates.
- Your templates uploaded at onboarding — all output in your format
- Configuration Tracker — your template
- Client Intelligence Profile — drives all downstream documents
- UAT Scripts — your template, generated from solution design
- Kickoff Meeting Agenda — your template
- Training Plan — your template, by module, user group and department
- Project Initiation Document — your template, fully populated
- Go-Live Readiness Report — your template
- RACI Matrix — your template, auto-generated and synchronised
- Hypercare Issue Tracker — your template
- Handover to Support Document — your template
- Governance and escalation structure
- Client Satisfaction Summary
- Communication framework
- Risk Register — live throughout the project
- Discovery Document — your template, pre-populated before sessions begin
- Issues and Action Log
- Solution Design Document — your template, auto-generated from recordings (Pro)
- Export to SharePoint or Teamwork (Pro — coming soon)
- Data Migration Templates — your templates, personalised to client
Works with your existing
Collaborative Tools.
Every document ERPilotAI generates can be optionally exported directly into SharePoint or Teamwork — the collaborative project management tools most resellers already use to share documents, manage sign-offs and communicate with clients. No change to how you work with your clients. No new tools for them to learn. Documents generated in ERPilotAI, delivered through the platform your client already uses — in your branded template, ready for review and sign-off.
SharePoint
Export directly to your SharePoint project site — documents land in the right folder, ready for client access and sign-off.
Coming Soon — included in Pro Discovery subscription
SharePoint and Teamwork direct integration is coming soon and will be included as standard in the ERPilotAI Pro Discovery subscription. Register as a founding reseller now to lock in your £399 per month price and get access to integrations the moment they launch.
Teamwork
Push documents directly into your Teamwork project — tasks, documents and sign-off workflows all in one place.
Reseller Pricing
ERP Reseller — Standard
£995/pm
up to 10 users
£45 per month per additional user
£9,552 per year for up to 10 users — saving 20%
- Upload your own branded templates — all output in your format
- Client Intelligence Profile — captured once, drives all downstream documents
- Kickoff Meeting Agenda — your template, auto-populated
- Project Initiation Document — your template, fully populated
- RACI Matrix — auto-generated and synchronised
- Governance and escalation structure
- Discovery Document — your template, pre-populated before sessions begin
- Risk Register — auto-populated from discovery, live throughout project
- Issues and Action Log
- Data Migration Templates — your templates, personalised to client
- Configuration Tracker — your template
- UAT Scripts — generated from discovery outputs and agreed workflows
- Training Plan — by module, by user group, by department
- Go-Live Readiness Report
- Hypercare Issue Tracker
- Handover to Support Document
- Client Satisfaction Summary
- Minimum 4 days PS documentation time saved per implementation
ERP Reseller — Discovery Enterprise
£495/pm
up to 10 users
£25 per month per additional user
£4,752 per year — saving 20%
- Bolt on to Standard
- Upload discovery session recordings
- AI processing and structured extraction from sessions
- Automated Solution Design Document — generated into your own template
- Solutions Designer reviews in hours — not days of write-up
- Downstream synchronisation — UAT scripts, training plan and configuration tracker all generated from the solution design
- Bottleneck removed — pipeline moves at the speed of discovery not documentation
- Minimum 6 days PS documentation time saved per implementation
- ROI recovered on your first project
FREE BONUS — INCLUDED WITH PRO DISCOVERY
SharePoint and Teamwork integration included as standard — push every generated document directly into your SharePoint site or Teamwork project the moment it is created. No manual uploads. No switching between tools. Your documents, delivered automatically to where your clients already work.
This integration is coming Autumn 2026