AI ERP implementation checklist

Owner and scope: one executive sponsor, one accountable process owner, named data and security owners, a bounded first release, success metrics, budget, timeline, exclusions, and go/no-go authority.

Process and data: current and target flows, normal and exception states, approvals, data dictionary, deduplication, units, opening balances, archive policy, reconciliation, integration contracts, and an authoritative source map.

People and operation: role-based training, support routes, cutover rehearsal, rollback criteria, monitoring, backups, exports, incident runbooks, vendor escalation, and a named post-launch product company.

Reconcile migrated counts, totals, inventory, open transactions, and sampled records to the old authority; technically imported data that users do not trust is a failed migration.

Prove least privilege, segregation where required, approval, idempotency, concurrency, audit, export, restore, integration retry, and behavior when a provider or model is unavailable.

Have real users complete their work without coaching. Track time, errors, workarounds, escalations, and whether the new path is genuinely easier than Excel or the old system.

Company Preview brings CRM customer and opportunity records, Operations inventory, purchasing and work records on AI Creator Pro, Tasks, boards, Gantt planning, BPM and Goals into one private workspace. Members can also use logical databases, versioned Files, cited Knowledge, Skills, approved tools, MCP connections and attached Agents.

Configure fields and saved views for one real process through Builder. Company Preview is included in Creator and AI Creator Pro. Broader autonomous operations, time and cost tracking and issue tracking are still developing; verify the exact workflow and keep important actions under human review.

Keep accounting, payroll, tax, inventory valuation, payments, and statutory reporting in the proven system that owns them. Prostir can be evaluated as the custom collaboration and AI-action layer around that authority, not as a completed statutory ERP.