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solution guide · BI · ERP · AI

How to choose a digital system for your business

Compare six solution types by the problem they solve: management analytics, one recurring process, connected operations, company-wide ERP, Enterprise architecture or an AI assistant. Data integration is the shared foundation for any of them.

BI see and explain
Workflow control one process
ERP run connected operations
AI use knowledge and tools

Choose by the business problem, not by the size of the feature list.

01 · BI

BI systems and management analytics

For companies that need shared KPIs, a data model and dashboards without manually assembling reports.

  • management questions and KPIs
  • data model and refresh rules
  • dashboards and Power BI
Open BI systems
02 · Workflow

Personal process automation

For one owner, manager or team that needs to control a recurring route from request to result.

  • tasks, requests and statuses
  • approvals and documents
  • owners and notifications
Open process automation
03 · Mini ERP

Mini ERP

For a compact business that needs to connect customers, sales, inventory, procurement, finance and reporting.

  • several connected modules
  • shared roles and statuses
  • one operational database
Open Mini ERP
04 · ERP

ERP for a company

For company-wide processes across departments, legal entities, operations, finance, inventory and audit.

  • end-to-end company processes
  • management accounting
  • corporate integrations
Open company ERP
05 · Enterprise

Enterprise systems

For holdings and branch networks with complex access, integrations, audit and architecture requirements.

  • holdings and branches
  • SSO and integration platform
  • security and change control
Open Enterprise systems
06 · AI

AI assistants

For corporate knowledge, document work, request checks and approved actions with human control.

  • RAG over approved knowledge
  • document and request checks
  • roles, confirmation and audit
Open AI assistants
Foundation · Data

Data integration

Use it as the foundation when 1C, Bitrix24, SAP, iiko, Directum, CRM, Excel and other systems do not exchange reliable data.

  • source and interface map
  • exchange and quality rules
  • data marts and documentation
Open data integration

What defines the right solution and the first scope.

First stage

One management decision, process, module or role with clear boundaries and acceptance criteria.

Client inputs

Task and current process description, user roles, data sources, integrations, access constraints and desired result.

Estimate factors

Number of roles and modules, data quality, integration methods, security requirements and deployment environment.

Deliverables

A selected solution type, first-stage scope, module and integration map, requirements, acceptance criteria and implementation plan.

Good fit

The business problem, users and expected result can be named, even if the final product format is not yet clear.

Not a fit

A feature list without owners, users, source data or a decision the system should improve is not enough for responsible scoping.

03 — Selection process

From a business problem to a defined solution scope.

01

Business result

Define the decision, process or measurable outcome that needs to improve.

02

Current state

Map users, actions, documents, reports, systems and handoffs.

03

Data and access

Review source quality, integration options, roles and security constraints.

04

Solution type

Choose BI, workflow automation, Mini ERP, ERP, Enterprise or an AI assistant by the required responsibility.

05

First scope

Limit the first stage to a complete, verifiable result and name what remains outside it.

06

Implementation brief

Document modules, integrations, deliverables, acceptance criteria, dependencies and next stages.

Start

Start with the smallest complete business system.

For reporting, begin with BI. For reliable exchange between 1C, Bitrix24, SAP, iiko, Directum and other systems, review data integration. For operations, compare workflow automation and Mini ERP.

Define the first scope

Questions about choosing a digital system.

Where should we start when choosing a digital system?

Define one management decision or process to improve, name its users, current systems and the expected result of the first version.

When is BI enough, and when is ERP needed?

BI fits when metrics and reporting need to be unified. ERP is needed when the system must run end-to-end operations, roles, documents, finances and processes across departments.

What is needed for a preliminary estimate?

A description of the task, current process, users, data sources, required integrations, access constraints and the result that should enter the first stage.

Can we start with a single scope?

Yes. The first stage can be limited to one report, process, module or role if the boundaries and acceptance criteria are defined in advance.

05 — Contact

Describe the decision or process that should improve.

Include current systems, user roles, available data, integrations and the expected result of the first stage. This is enough to start selecting the solution type.