01
Scoped evaluation / pilot
Assess one workflow using approved examples and access. Agree a baseline, success criteria, dependencies and exclusions. Deliver a workflow map, evaluation findings and an implementation recommendation.
Solution · Scoped evaluation
Spend less time assembling reports. Keep the review that matters.
Evaluate a repeatable reporting workflow with approved sources, clear exceptions and a responsible reviewer.
Problem and fit
Operations & Reporting Automation
Repeated exports and spreadsheet reconciliation delay reporting and make ownership of exceptions unclear.
Who it is for
Operations, finance and management teams coordinating recurring exports, reports and follow-ups.
Proposed workflow
A defined path, with review built in.
- 01
Approved business data
- 02
Reviewable report
- 03
Manager approval
- 04
Tracked follow-up
Illustrative workflow. Availability is confirmed against your scope and environment.
Included scope and prerequisites
Know what the evaluation covers.
Proposed included scope
- One report or recurring workflow with agreed source fields
- Data mapping and checks for missing or inconsistent records
- A review step, exception queue and defined follow-up
- Baseline measurement and a report on evaluation findings
What we need from you
- Representative sample data and permitted source access
- A report owner and documented calculation rules
- An agreed schedule and acceptable data freshness
- Environment-specific security and retention requirements
Proof and limitations
Validate the workflow before expanding it.
Time savings must be measured in your environment. A sample report is not evidence of a production connection or a verified financial outcome.
Agree baseline measures, a test period and acceptance criteria during evaluation. Customer-environment outcomes for this proposed offer are not yet published.
Review available work and its evidence statusManufacturing ERP: explore the separate Intellistra private-beta journey →
Prepare for evaluation
Bring a clear starting point.
Download the workflow checklist, pilot scope template and readiness guide →Related decision guides
Work through the questions before scoping delivery.
How engagements work
One scoped step at a time.
02
Implementation
Build the agreed scope, validate integrations, test failure cases and complete acceptance checks. Agree training, deployment, rollback and handover responsibilities before production rollout.
03
Managed support
Define recurring coverage, incident handling, maintenance and improvement capacity. Review service reports and priorities at an agreed cadence. Fees and third-party usage are stated in the agreement.
Scope and pricing are agreed before delivery. No indicative price is a commitment to a specific scope.
Buyer FAQs
Questions before you start.
Can we use this for manufacturing ERP reporting?
Yes, this is a workflow we can evaluate. Intellistra has a separate private-beta design-partner journey; its public demo uses sample data and production ERP connectivity remains under validation.
Will reports be sent automatically?
Only when the agreed scope permits it. Start with reviewable drafts; define recipients, approval rules and failure handling before enabling delivery.
Start with one business problem
Tell us which workflow needs improvement.
Describe the problem, the systems involved and where work slows down. We’ll review the fit and discuss an appropriate next step.
Discuss Your Workflow