Review the current system
Map interfaces, data, permissions, roles, logs and human controls before deciding what remains in place.
SERVICE · SOFTWARE & AI
Turn repetitive operations into controlled software and bounded AI workflows.
Modernisation for ERP, CRM and OA systems, plus internal tools, dashboards, auditable automation, conversational workspaces and API integrations.
Add Chat to the system already in use
01Existing systemsERP / CRM / OA
02Permission boundaryDATA
03Natural languageCHAT
04Result deliveryREPORT
LEGACY SYSTEM AI MODERNISATION
Keep the business foundation of ERP, CRM and OA systems while adding auditable automation and a conversational workspace in stages.
Automate repeatable work
Turn data entry, lookup, generation, routing and reminders into traceable workflows with human approval where required.
Add a conversational workspace
People can query or start tasks in natural language within their role permissions, with evidence, results and next steps returned.
Integrate and validate online
Connect through APIs, databases or controlled file exchange, then validate permissions, failures, rollback and live behaviour.
CONVERSATIONAL CONTROL INSIDE THE SYSTEM
Keep the existing platform and add a natural-language entry point inside ERP, CRM and OA.
People start a query or task in plain language while the original permissions, data controls and audit trail remain in force.
ERPFinance and reportingToo many steps to retrieve results
CRMCustomers and follow-upsRepeated entry across views
OAApprovals and collaborationFrequent context switching
Permissions · logs · approval
API / database / controlled file exchange
Connection method follows the agreed scope
In-system ChatFinance role · authorised
Show me this month’s income-to-expense report.
Finance-module access confirmedCalling the existing reporting functionQuery and export recorded in the audit log
Report generatedIncome / expense 1 : 0.72Monthly ratio report · XLSX
Natural language controls existing functionsData stays inside the agreed deployment boundaryCritical actions remain traceable
Interaction example: integration method, model deployment, data scope and approval rules are confirmed against the existing system and acceptance scope.
DELIVERY COMPONENTS
Clear responsibility from current-state review to online acceptance.
Business modelling
Confirm roles, states, data, exceptions and human control points.
System delivery
Implement scoped frontend, backend, tasks, permissions, logs and integrations.
AI capability
Place generation, analysis, retrieval or agent features inside auditable workflows.
Deployment and acceptance
Complete reversible release, permission checks, online tests and delivery records.
SCOPE BOUNDARIES
Boundaries confirmed before a formal proposal.
- Data access, security, dependencies and existing-system boundaries are reviewed first
- High-risk sectors, automated decisions and sensitive data require separate assessment
- A demo or endpoint alone is not treated as end-to-end acceptance
Pricing and scheduling follow scope, materials, dependencies and acceptance criteria.
DGP reviews the real business context, existing systems and target outcomes before proposing the shortest viable path.