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Can I Use AI to Search My Company's ERP System?

  • Writer: Atishay Jain
    Atishay Jain
  • Oct 11
  • 7 min read
use AI to search my ERP

I'll never forget this call. I was sitting in on a sales meeting with a client, and one of their best reps was on the phone with a big customer. The customer was asking about a specific type of part they had ordered about a year and a half ago.


He didn’t have the part number. He didn’t have the PO number. He just vaguely described it as being for a “high heat application.”


I watched the sales rep’s face. He had one hand on the phone and the other frantically clicking through his ERP system. You could see the stress. He was navigating endless menus, trying to run a report, and getting nowhere. The customer was waiting. The silence was getting awkward.


He finally had to say the five words that every salesperson hates: "Let me get back to you."


After the call, he slammed his mouse on the desk. “All that information is in our system! Why is it so hard to find?”


He was asking the right question. It's a question I hear in almost every manufacturing business I visit. And it leads to the bigger, more important question we’re going to answer today:


Can I use AI to search my company's ERP system?



The short answer is yes. And it changes everything.


The ERP Black Box Problem


Your ERP is supposed to be the brain of your company. It holds decades of priceless information.


  • Every quote you've ever sent.

  • Every order you've ever won.

  • Every part you've ever made.

  • Every material you've ever bought.


The data is all in there. But for most companies, it’s trapped inside a black box. Getting simple answers is incredibly difficult, and you probably feel these pains every day.


  • You need to be an expert. You have to know the exact report to run, the right menus to navigate, and the specific codes to use. There’s usually only one or two people in the company who are true "ERP wizards."


  • You can't ask normal questions. ERPs don't speak English. You can't ask "What were our top selling parts in the Midwest last year?" You have to search by exact part numbers or customer codes.


  • Searching is rigid and unforgiving. If you have a typo or you don't know the exact name of a field, the search fails. There's no "Did you mean...?"


  • Reports are slow and clumsy. Running a custom report can take ages. Then you have to export it to a spreadsheet and spend another half hour filtering and sorting just to find the one piece of information you need.


Because of this, your expensive, powerful ERP becomes little more than a digital filing cabinet. It’s a place to store data, not a tool to understand it.


So, Can You Use AI to Search My Company's ERP System?


Yes. Absolutely, one hundred percent, yes.

This is not a futuristic dream. It's happening right now. The same kind of technology that powers tools like ChatGPT can be securely applied to your own private business data.


Think of it as a new, intelligent layer that sits on top of your existing ERP. This layer doesn't replace your ERP. It unlocks it.


It acts as a universal translator. It allows any employee, from a new sales rep to the CEO, to ask questions in plain, normal English and get instant answers pulled directly from the depths of your ERP data.


This is arguably the biggest leap forward for business software in decades. It closes the gap between the data you have and the answers you need. It finally delivers on the promise of what an ERP was always supposed to be: a tool for making smarter, faster decisions.


How It Works: Giving Your ERP a Brain


How is it possible to just "talk" to your data? It’s a process that feels like magic but is actually just very smart technology.


Here’s the simple breakdown of what happens when you use AI to search my company's ERP system:


  • A Secure Connection is Made

    First, the AI platform securely connects to your ERP database. This is typically a "read only" connection, meaning the AI can look at the data but can never change or delete anything. Your data's integrity is always protected.


  • You Ask a Question in English

    You open a simple search bar, like Google, and type your question. No codes, no special syntax. You just ask. For example: "Show me all open quotes for Mavlon Corp."


  • The AI Translates and Finds

    The AI model reads your question and understands the intent behind it. It knows "Mavlon Corp" is a customer and "open quotes" is a status. It then translates your English question into the complex query language your ERP understands and performs the search.


  • You Get a Simple Answer

    Instead of giving you a giant spreadsheet, the AI finds the precise answer and presents it back to you in a clean, easy to read format. It might be a simple number, a short list, or a table, but it's always the direct answer to your question.


The whole process takes seconds. It’s like having a brilliant data analyst who has memorised every single piece of information in your company's history, sitting right next to you, ready to answer any question you can think of.


From Clunky Reports to Real Conversations


Let's make this real. Compare the old way of finding information to the new way.

The Old Way (Without AI Search)


  1. Realise you need information.

  2. Log into the ERP.

  3. Navigate through three or four different menu screens.

  4. Find the right report generator.

  5. Try to remember the exact customer code or part number.

  6. Enter the search parameters and run the report.

  7. Wait for it to load.

  8. Export the massive data file to Excel.

  9. Spend the next 15 minutes filtering, sorting, and scrolling to find what you need.

  10. Finally, get your answer.


The New Way (When You Use AI to Search My Company's ERP System)

  1. Open a search bar.

  2. Type your question.

  3. Get an instant answer.


This isn't just a small improvement. It's a fundamental transformation of how your team interacts with your most valuable asset: your business data.


What Kind of Questions Can You Ask?


This is where the power really becomes clear. You can move beyond simple lookups and start asking strategic questions.


Here are just a few examples of what your team could do:


  • For Sales Reps (On a live call with a customer):
    • "What was the price we quoted for part #XYZ to this customer last time?"

    • "Show me all parts we've sold them that are made of stainless steel."

    • "Are there any open orders for Acme Corp right now?"

    • "List all contacts associated with Stark Industries."


  • For Operations & Production Managers:
    • "Which open jobs require material grade 1.4404?"

    • "How many units of product ABC did we ship last month?"

    • "What is the standard production routing for part #789?"

    • "Show me all purchase orders from our steel supplier in the last 60 days."


  • For Leadership & Management:
    • "What was our total revenue for the Alpha product line in Q3?"

    • "Which salesperson has the highest quote volume this month?"

    • "Show me our top 10 customers by sales over the last year."

    • "What's our average quote to order conversion rate?"


The possibilities are endless. If the data exists in your ERP, you can ask about it.


The Prerequisite: You Can't Search a Messy Room


Now for a critical piece of honesty. The AI is incredibly smart, but it's not a magician.


An AI search tool is only as good as the data it has access to.

Imagine trying to find a specific Lego brick in a child's bedroom. If the room is a total disaster, with Legos mixed in with dirty clothes and old toys, finding that one specific brick is going to be nearly impossible, even for the most dedicated parent.


But if all the Legos are neatly organized in clear plastic bins, finding the one you need is easy.


Your ERP is the same. If the data going into it is inconsistent, incomplete, or just plain wrong because of manual entry errors, the AI will struggle to give you reliable answers. You'll get "garbage in, garbage out."


This is why the foundation for a great AI search experience is clean, structured, and trustworthy data. And the best way to get that is to automate the data entry process itself. When you solve the "data in" problem, you unlock the incredible potential of the "data out" solution.


More Than Just a Search Bar: The Ripple Effects


When you use AI to search my company's ERP system, you’re not just making things faster. You are fundamentally upgrading your company's capabilities.


  • You Supercharge Your Sales Team

    Your sales reps can now answer deep customer questions instantly, live on a call. This makes them look more professional, builds trust, and shortens the sales cycle.


  • You Democratise Your Data

    You no longer need to be an ERP expert to get information. Anyone on the team can get the data they need to do their job better, without having to bother the one person who knows how to run reports.


  • You Make Faster, Smarter Decisions

    Leadership can get a pulse on the business in real time. Instead of waiting for a weekly report, they can ask strategic questions whenever they want, allowing the company to be more agile and responsive to market changes.


The New Standard for Business


For decades, we’ve accepted that our business software should be clunky and hard to use. We’ve trained ourselves to navigate complex menus and memorize obscure codes.


That era is over.


The expectation now is that technology should be simple, intuitive, and conversational. You can ask your phone for the weather, your car for directions, and now, you can ask your business for the answers it holds.


The ability to use AI to search my company's ERP system is not just a cool feature. It's the new standard for how a modern, competitive business will operate. It turns your ERP from a passive system of record into an active, intelligent partner in your company's growth.


Stop typing and start asking. Turn your ERP into an intelligent partner with Mavlon

 
 
 

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