ERPNext Implementation with Agentic AI
Complete ERPNext implementation, from process design to go-live and continuous improvement. Zeetech Soft Solutions configures ERPNext on standard functionality, extends it where the business requires, and introduces the Noviz enterprise AI agent for agentic workflow automation under ERPNext’s own workflows, permissions and approvals.
Implementation Services
One accountable team across the full implementation lifecycle, for a single module or a complete multi-department rollout.
Process mapping and design
Current workflows, approvals, compliance needs and exceptions are documented and mapped to standard ERPNext before any build begins.
Module configuration
Company, chart of accounts, taxes, masters, naming, print formats and role permissions configured to the agreed design.
Workflow automation
Approval workflows for purchasing, expenses, sales and other documents, with notifications and a complete audit trail.
Data migration
Migration from Tally, spreadsheets or legacy ERP systems, with validated masters and reconciled opening balances.
System integration
Payment gateways, e-commerce, e-invoicing, biometric attendance and third-party systems through standard APIs.
Customisation
Custom Frappe applications, reports, dashboards and print formats, kept upgrade-safe.
Cloud and on-premises deployment
Deployment on Frappe Cloud, the Noviz cloud or the organisation’s own servers, with backups and monitoring.
User training
Role-based training for each department, with administrator handover and documentation.
Go-live and ongoing support
Cut-over, close monitoring after launch, then version upgrades, performance tuning and module changes.
Noviz AI Agent for ERPNext
Every implementation can include the Noviz AI agent, which executes multi-step business processes inside ERPNext as the signed-in user. ERPNext keeps ownership of data, validation rules and approval workflows; the agent reasons over each result and proposes the next step.
Implementation covers activation, permission design, process scoping and user adoption, so that the agent is introduced process by process under the organisation’s own controls.
Noviz for ERPNext- Runs as the userEvery call executes inside ERPNext under the user’s own roles and permissions.
- Confirmation before every writeRecords are created or changed only after the user confirms the proposal.
- Native workflows and approvalsValidation, approval workflows and posting remain with ERPNext.
- Company policy awarenessPolicy documents per module guide the agent’s proposals.
- Analysis and documentsTables, charts and PDF output from the organisation’s own data and layouts.
Implementation Methodology
Six phases, each with a defined outcome agreed before the next begins.
- 01
Discover
Workflows, systems, documents and KPIs mapped with the people who run them.
- 02
Design
A solution blueprint of configuration, workflows, extensions and integrations.
- 03
Build
Configuration, customisation, integrations and access controls in a test site.
- 04
Migrate and validate
Data migration, reconciliation and user acceptance testing.
- 05
Go live
Role-based training, cut-over and production launch with the team on hand.
- 06
Improve
Hypercare, upgrades and agentic AI introduced process by process.
Modules Covered
- Accounting
- Selling
- Buying
- Stock and warehousing
- Manufacturing
- Projects
- HR and payroll
- CRM
- Point of sale
- Assets
- Quality
- Helpdesk
Industries
- Trading and distribution
- Manufacturing
- Retail
- Professional services
- Logistics
- Construction
- Pharmaceutical
- Non-profit
Engagement Models
Discovery session
A scoping session to understand processes and agree the implementation scope.
Milestone-based proposal
A fixed scope with payments tied to defined project milestones.
Module or full rollout
From a single module to a complete multi-department deployment.
Annual support
Ongoing support, upgrades and improvements after go-live.
Delivery Credentials
- ERPNext implementations in production
- Developer of Noviz for ERPNext, the AI agent application
- ERPNext version 15 and 16 expertise
- Open-source Noviz plugin for ERPNext
Discuss your project
Share your organisation and current system details. Our team will respond to arrange a discovery session.