Business Application Innovation with AI

(includes ERP Transformation with AI + Low-Code AI Applications)

---

Business Application Innovation with AI

Modernize the systems that run your business — and put AI to work inside them

Most organizations' core business systems — ERP, finance, operations — were built for a world before AI. They hold the data that matters most, but getting insight out of them still means manual reports, spreadsheet exports, and someone chasing down numbers. At the same time, countless small but real business problems (approvals, tracking, intake forms, exception handling) never make it onto the IT roadmap because a full custom build isn't worth the cost. SiS runs a combined program that modernizes your core business applications with embedded AI, and equips your teams to build their own low-code AI apps for everything else — so innovation isn't limited to what IT has time to build.

This is not a single ERP upgrade or a Power Platform training session. It's a structured program covering assessment, core system modernization, low-code enablement, and governance — delivered by a Microsoft Solutions Partner with Business Applications expertise.

---

The problem organizations run into

• ERP systems that report on the past, not the present. Forecasting, exception detection, and demand planning are still done manually, long after the data was already available to flag the issue.
• A long backlog of "small" requests IT can't get to. Approval workflows, tracking tools, and intake forms pile up because a full custom development project isn't justified for something that small — so teams build workarounds in Excel and email instead.
• Shadow IT and ungoverned apps. When business users do build their own tools, they often do it without any oversight, creating apps with no support plan, no security review, and no visibility for IT.
• Data locked in silos. ERP, CRM, and departmental spreadsheets don't talk to each other, so getting a single accurate view of the business means manually reconciling multiple sources.
• AI treated as a bolt-on, not a capability. Many organizations have piloted AI tools separately from their core systems, so the insights never make it into the actual workflow where decisions get made.

---

Our approach

We run this as one connected program across three phases, each with clear deliverables — so you always know what stage you're at and what you're getting.

Phase 1 — Business Application Assessment (typically 3–5 weeks)

We look at both sides of the picture: your core ERP/business systems, and the informal app-building already happening across the business.

• Review of your current ERP/business application landscape, integrations, and data quality
• Identification of high-value AI use cases inside core processes — forecasting, exception handling, reporting, approvals
• Discovery of existing shadow-IT apps, workarounds, and unmet requests across departments (Power Platform inventory where applicable)
• Stakeholder workshops with both IT and business unit leads to align priorities
• A prioritized roadmap covering both ERP modernization and low-code opportunities, with a business case for each

You leave this phase with a clear view of what to modernize centrally, and what to hand to citizen developers, safely.

Phase 2 — Core System Modernization with AI (typically 10–16 weeks)

We modernize your core business applications and embed AI directly into the workflows people already use.

• ERP modernization and integration work on Microsoft Dynamics 365, including data model cleanup and system integrations
• AI-powered forecasting, anomaly detection, and reporting embedded directly into ERP workflows using Copilot in Dynamics 365 and Azure AI
• Automated approval and exception-handling workflows using Power Automate, replacing manual routing
• Data integration between ERP, CRM, and key departmental systems so reporting reflects one accurate source of truth

Phase 3 — Low-Code AI Enablement & Governance (typically 6–10 weeks, plus ongoing)

We equip your business teams to build their own AI-powered apps safely, without creating a governance problem.

• Power Platform environment setup with proper governance: environment strategy, data loss prevention policies, and app lifecycle management
• Training for citizen developers to build low-code apps with Power Apps, incorporating AI Builder and Copilot Studio for intelligent features
• A center of excellence model so IT retains visibility and control without becoming a bottleneck
• A backlog of quick-win low-code apps built and deployed during the engagement, so the value is visible immediately

---

What's included

---

What you can expect to gain

• Forward-looking insight, not backward-looking reports — forecasting and exception detection built into daily workflows
• A cleared backlog — the small requests IT never had time for get built, by the business, safely
• Reduced shadow IT risk — citizen development happens inside a governed environment, not outside IT's visibility
• One accurate view of the business — integrated data instead of manually reconciled spreadsheets
• Faster decision-making — AI surfaces exceptions and forecasts inside the tools people already use, not in a separate dashboard nobody checks

---

Is this the right fit for you?

This program is built for mid-to-large organizations running Microsoft Dynamics 365 or planning to migrate to it, especially those with a backlog of departmental automation requests IT hasn't been able to address. It's especially relevant if any of the following is true:

• Your forecasting and reporting still rely heavily on manual spreadsheet work
• Business units have built their own workaround tools in Excel, SharePoint, or Power Apps without IT oversight
• You have a long list of "small" app or workflow requests that never made it onto the IT roadmap
• Leadership is asking how AI can be applied to core business operations, not just productivity tools

---

Built on Microsoft's own platform

Microsoft Dynamics 365 · Microsoft Power Platform (Power Apps, Power Automate, Power BI) · Copilot Studio · AI Builder · Azure AI · Microsoft Entra ID

---

Typical timeline

Phases 2 and 3 typically overlap rather than run strictly sequentially. Timelines flex based on ERP complexity, number of integrations, and how many business units are involved — the assessment phase gives us the real numbers for your specific rollout.

---

What you'll walk away with

• A prioritized modernization roadmap covering ERP and low-code opportunities
• A modernized ERP environment with embedded AI forecasting and automation
• A governed Power Platform environment with DLP and lifecycle policies in place
• Trained citizen developers and a working backlog of deployed low-code apps
• A center of excellence model your team can run going forward

---

Common questions

Do we need to be on Dynamics 365 already for this to apply?
No. If you're on a legacy or third-party ERP, the assessment phase includes a migration recommendation as part of the roadmap.

Won't letting business users build their own apps create a security risk?
That's exactly what the governance layer in Phase 3 is designed to prevent — environment strategy, DLP policies, and a center of excellence model mean citizen development happens with IT oversight, not around it.

Can we start with just the low-code side if ERP modernization isn't a priority right now?
Yes. The assessment will still cover both, but engagements can be scoped to start with whichever phase delivers the most immediate value for your organization.

---

About SiS

SiS is a Microsoft Solutions Partner with Business Applications expertise across Dynamics 365 and the Power Platform. We treat AI-powered business applications and low-code development as one connected capability — because the same governance and integration work that makes your ERP smarter is what makes citizen development safe.

---

Ready to see where the opportunity is in your business systems? Talk to SiS about a Business Application Assessment.