optiviseai.

Level 2 · AI Transformation

Run the whole companyon one AI-powered ERP.

Company-wide AI transformation: an ERP built on the ISO 9001 structure, with CRM, MES, WMS and on-demand modules, an AI knowledge base, an AI analyst and monthly AI training. Includes everything in Level 1.

Built on ISO 9001One module at a time~1 week per module, plus testing

What you get

Less repeated work. Records your audits need.

Company-wide AI transformation: an ISO 9001-structured ERP with CRM, MES, WMS and on-demand modules.

Built on ISO 9001

Modules follow ISO 9001 clauses 4–10, so daily work produces the records your quality system and audits need.

One system for the business

Customers, orders, products, suppliers, planning, production, warehouse, quality and finance in one ERP.

AI in daily work

An AI knowledge base, an AI analyst that answers in plain language, and monthly role-based AI training.

What’s included

An ERP laid out by ISO 9001.

Implementation plans are set at project kick-off; progress depends on timely materials and approvals.

Explore custom ERP in detail
Also includes everything inLevel 1 · Global Foundation
ISO 9001 · 4–6Planning
  • BPM Processes

    Process maps, roles and approvals, AI use cases; quality objectives, KPIs and risks

    Included
ISO 9001 · 7Support
  • EAM Assets

    Equipment register, preventive maintenance, repair orders and spares; calibration

    Included
  • HRM People

    Staff records, rosters, attendance, skills matrix and training; monthly AI training

    Included
  • DMS & knowledge

    Controlled documents, SOPs and approvals; AI knowledge base staff can query

    Included
ISO 9001 · 8Operation
  • CRM Customers

    Leads, opportunities, quotes and contract review; follow-ups and sales pipeline

    Included
  • OMS Orders

    Sales orders, delivery dates and tracking; B2B portal ordering, service tickets, RMA

    Included
  • PLM Products

    Product master data, BOMs, routings, versions and engineering changes (ECN)

    Included
  • SRM Suppliers

    Supplier approval and scorecards; RFQs, purchase orders and receiving

    Included
  • MRP / APS Planning

    Demand forecasts, MRP runs for purchase and production plans, capacity scheduling

    Included
  • MES Manufacturing

    Work orders, job reporting, shop-floor Kanban and OEE; process and output records

    Included
  • WMS Warehouse

    Bin locations, lots and serials, stock moves and counts, FIFO/FEFO, traceability

    Included
  • QMS Quality

    IQC/IPQC/OQC inspection and release; nonconformance (NCR) review and disposition

    Included
ISO 9001 · 9Evaluation
  • BI Analytics

    Live KPI dashboards and customer satisfaction; AI analyst answers in plain language

    Included
  • Audits & reviews

    Internal audit plans, checklists and findings; auto-built management review reports

    Included
ISO 9001 · 10Improvement
  • CAPA

    8D and root-cause analysis, corrective and preventive actions, effectiveness checks

    Included
Other systems
  • FIN Finance

    General ledger, AR/AP, costing and budgets; profit and cash-flow reports

    Included
  • Integration

    APIs linking ERP, CRM, e-commerce, accounting software and website; ongoing support

    Included
  • AI digital employee

    Role-based agent that sorts enquiries, drafts quotes and replies; human-reviewed

    Priced per role
On-demand
  • TMS Transport

    Transport planning, carriers and freight costs, live vehicle tracking, e-POD

    Included
  • Special modules

    E-commerce and POS, projects, EHS, food HACCP and cold chain, by industry

    Included

Plan set at project kick-off: modules and order follow your priorities; on-demand modules are added when needed; about 1 week per module, plus testing.

Items not marked “Included” are quoted first and carried out only after you approve.

Custom ERP

One place to run the business.

Representative screens from custom ERP work. Every system is designed around the client’s own processes.

See more of our work
CUSTOM ERP · CONTROL TOWER Today across the business LIVE REVENUE MTD $2.41M ▲ 8.2% vs plan OPEN ORDERS 368 42 due this week DIFOT 96.4% ▲ 1.1 pts CASH POSITION $1.86M ▼ AR overdue $214K ORDER PIPELINE · NEXT 14 DAYS Quote112 Confirmed94 Allocated70 Picking50 Dispatched38 Invoiced31 Bottleneck: allocation → picking · avg 1.8 days AI COPILOT 3 purchase orders at risk of late delivery — supplier lead times drifting +4 days. Expedite plan → · Draft supplier follow-ups · Re-slot 6 orders to Fri run · Flag 2 customers early Confidence 0.87 · sources: PO history, carrier ETAs, supplier OTIF
CUSTOM ERP · ORDER-TO-CASH Every order, one flow QUOTE112 ORDER94 ALLOCATE70 PICK50 SHIP38 INVOICE31 PAID27 SO-10482 · Meridian Build Co. 84 lines · $128,400 · route MEL-North PICKING ETA Thu SO-10479 · Hartley Distribution 36 lines · $64,900 · split 2 shipments ALLOCATED ETA Fri SO-10465 · Corella Mining Services 12 lines · $212,000 · credit hold BLOCKED action req. AI COPILOT SO-10465: credit exposure exceeds limit by $38K. Draft part-shipment plan and a payment-terms email ready for review.
CUSTOM ERP · PRODUCTION & INVENTORY Plant and stock, one board WORK ORDERS WO-2214 · CNC line AQueued · starts 14:00 WO-2211 · Assembly 2Running · 68% complete WO-2208 · CoatingQC hold · sample 2/3 WO-2205 · PackingDone · 1,240 units MACHINE LOAD · TODAY CNC-A85% CNC-B64% PRESS95% COAT48% PACK72% PRESS constrained — schedule risk on WO-2216 STOCK HEALTH Steel brackets Bearings 6204 Powder coat #12 Below reorder point Raise PO → AI PLANNER Re-sequencing tomorrow's PRESS queue saves 3.2 hours and clears WO-2216 on time. Powder coat #12 usage trending +18% this month — suggested reorder 240kg (covers 6 weeks at forecast demand). Apply plan → Review →

Demo systems with example data, showing what a delivery looks like.

Terms

One flat monthly fee. No upfront cost. Cancel any time.

One flat monthly fee

No deposit or setup fee. Invoiced at the start of each month.

Level 1 required

Choose one level; each level includes everything in the level below.

Starts the day you sign

Service starts on the signing date; the implementation plan is set at kick-off.

Cancel any time

No penalty. Give notice before month-end and service stops at the end of that month.

Other levels

One service, four levels.

Each level includes everything in the level below.

Compare the four levels
Global Foundation
Level 1 · Required for all clients

Global Foundation

Multilingual website, social pages, search visibility and enquiry channels — your first step overseas.

See all services
Marketing & Lead Generation
Level 3 · Includes Levels 1–2

Marketing & Lead Generation

Find and reach overseas buyers, and follow enquiries through to orders.

See all services
Australia Operations
Level 4 · Includes Levels 1–3

Australia Operations

A local team in Australia serving your customers, for less than one local hire.

See all services

Questions

Before we start.

How do the modules roll out?

The plan is set at project kick-off: modules and their order follow your priorities, and on-demand modules are added when needed. Each module takes about a week, plus testing, and the next starts once the current one is tested.

Does this get us ISO 9001 certified?

The ERP follows the ISO 9001 structure to support your quality system and audits. The certificate itself is issued by an accredited certification body, and we do not guarantee the result. Our Certification & Compliance service can prepare you for the audit.

How are AI digital employees priced?

Each role (for example, enquiry handling or quoting) is priced per role per month, on top of the level fee. Ask us for the current rate.

Do we need to replace our current systems?

Not necessarily. We connect ERP, CRM, e-commerce, accounting software and your website through APIs, and build the modules you need.

Which work should AI take on first?

Bring an example enquiry, quote or report. We will show you what AI and a better system could do with it.