AI intake for ERP implementation partners
Porto learns the company, the systems in place, the modules needed and the go live date, so your solution architects start discovery with context.
Meridian ERP Partners
AI assistant
Hi, I’m the AI assistant for Meridian ERP Partners. What’s prompting the ERP project?
We’re a distributor with three warehouses, still on an old on premise system that loses support next year.
Current system and deadline already covered
So it moves on to scope
Thanks. Which areas need to move first, such as finance, inventory or purchasing, and roughly how many users would log in?
What Porto does for ERP implementation partners
Porto replaces the contact form on an ERP implementation partner’s website with a short AI conversation. It learns the company size, the current systems, the modules needed, the go live target and who decides, and sends your solution team a brief before the discovery call.
What Porto works out in the conversation
These are the topics, not a script. Porto asks only what it still needs, so a visitor who mentions their timeline in the first message never hears that question.
Company
Industry, size, locations and entities
Systems
Current ERP, accounting and warehouse tools
Scope
Modules, integrations and data to migrate
Timeline
Go live target and any support deadlines
Decision
Who leads the project and who approves budget
The brief your team gets
Every conversation ends with a one page summary and a fit score, sent to the tools you connect. Your team reads it before the first call.
See how it works
LEAD BRIEF
Cobalt Distribution
84
Strong fit
Company
Distributor with three warehouses
Current
On premise ERP losing support next year
Scope
Finance, inventory and purchasing, about 60 users
Decision
COO leads, board approves budget
Questions from ERP implementation partners
Can Porto recommend a platform?
No. It collects the details your architects need and leaves recommendations to them.
Can it route by platform or industry?
Yes. Porto sends each inquiry to the consultant who covers it.
What about very small companies?
You decide which projects fit. Porto lets smaller inquiries know kindly and can point them elsewhere.
See Porto set up for ERP implementation partners
Bring what your team asks on a first call. We’ll set up the conversation around it and show you on the demo.
Book a demo