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AI Transformation

Most businesses have data spread across an ERP, a warehouse system, accounting, HR and spreadsheets, and the people who need answers wait on reports. AI transformation changes how the operation runs: one trusted source of data, the right views for every person, and answers in plain language instead of a wait in the queue for the next report.

BERI Consulting builds a secure platform, your AI agentic orchestra, that brings that data together, gives every person the views they need and lets them ask questions through the AI assistants and chat tools they already use. Access is strictly controlled by role, so people see what their job requires and nothing more.

Data integrations

Read-only connectors and scheduled loads give one trusted source of data without putting source systems at risk.

Role-based dashboards

Each person gets a personal home page, from the big picture down to a single item in one warehouse.

AI assistants and chat

Claude, ChatGPT, Muse, Lark, Slack and Teams answer questions from live company data.

Access control and audit

Editable permission sets, hidden sensitive data and a full log of every view and question.

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Ask your business questions and get answers in seconds, not reports.

Data integration comes first. Read-only connectors link securely to the ERP, warehouse system, QuickBooks Online, and HR and attendance systems, and scheduled loads refresh the data, with each load checked complete before it is used. Role-based dashboards give every person a personal home page, with inventory and sales views, item pages down to the warehouse level, and Excel exports of any view.

People then ask questions in plain language. Claude, ChatGPT and Muse connect over OAuth with each person’s own account, read-only and limited to what their role may see, and chat bots deliver the same answers in Lark, Slack or Teams. Daily spending caps control AI model cost, permission sets are admin-editable, cost figures can be hidden by role, and every view and question is logged.

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AI transformation questions, answered

What is AI transformation?

AI transformation is changing how an operation runs by bringing company data together and letting people use AI on it. BERI builds a secure platform that unifies data from systems such as your ERP, warehouse, accounting and HR, gives each person role-specific views and lets them ask questions in plain language, with strict control over who can see what.

How does the platform connect to my existing systems?

Through read-only connectors to the ERP, warehouse system, QuickBooks Online, and HR and attendance systems. Because the connections are read-only, your source systems are not put at risk. Data is refreshed on a set schedule, and each load is checked complete before it is used, so dashboards and AI answers rest on a trusted source.

Which AI assistants and chat tools can my team use?

Claude, ChatGPT and Muse connect to the platform over OAuth with each person's own account, read-only and limited to what their role may see. The same answers are available through chat bots in Lark, Slack or Teams, linked to each person's account, with daily spending caps on the AI model.

Who can see what data?

Access is controlled by role. Admins can edit permission sets with per-person scopes, sensitive data such as cost figures can be hidden by role, and an authenticator app is required for admin access. Every view and every question is logged in a full audit trail.

What do the role-based dashboards include?

Each person gets a personal home page tailored to their role. Views include slow movers, stock and sales over time, and buyer portfolios, with item pages down to the warehouse level. Any view can be exported to Excel for further analysis, so teams keep working in the tools they know.

What results can I expect from AI transformation?

Faster decisions, because answers arrive in seconds rather than waiting on reports. Fewer manual reports and spreadsheets, which frees the team for higher-value work. AI adoption with control: every person uses AI on company data within the limits of their role, and every action is logged.