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AxBIC for ERP Consultants

AxBIC lets your clients ask their ERP data questions in plain English, and it gives you a new line of consulting work turning those questions into reports and dashboards the business runs on.

Business owners want AI. Most have no safe way to point it at their own numbers. AxBIC (Axsapt Business Intelligence Companion) answers that: it connects to the client's ERP or SQL database, and the data never leaves their server.

The software is only half the value. The other half is knowing which questions matter, how the data is structured, and what a finished management report looks like. That is what ERP consultants already do well, and it is why AxBIC is sold through you.

What AxBIC is

AxBIC is an AI analytics tool that sits on top of an ERP or SQL database and answers questions asked in everyday language. Its positioning is one line: Ask your data anything. It never leaves your server.

• Plain-English questions. A manager types "which customers bought less this quarter than last?" and gets an answer, without knowing a table name.

• On-premises. AxBIC runs inside the client's environment. For owners nervous about sending financial data to a public AI service, this removes the main objection.

• Built for mid-market ERP. It targets finance and operations leaders at companies running ABM, Sybiz, Sage X3, SAP Business One and MYOB Evo and Accumatica.

• Reports and dashboards. Answers can be developed into multi-group-level reports, scheduled, and emailed to stakeholders, and into dashboards for daily use.

AxBIC comes in two editions.

Edition

Best for

What's included

Desktop

Analysts, finance staff and consultants building reports and dashboards

The full product

Web

Managers and owners who want answers from a browser

A cut-down edition

Why the tool needs a consultant

A business owner with AxBIC can get answers on day one, but the first question is rarely the right question. That gap is where you earn your fee.

An owner asks, "How are sales going?" What they need is sales by region, by rep, by product group, against budget and against last year, with margin, delivered every Monday at 7am. Getting from the first sentence to the second takes someone who understands both the business and the data.

ERP consultants bring three things no software supplies:

You refine questions

You know how to turn a vague concern into a precise, multi-level report that a management team can act on.

You understand the data

You know where the ERP stores what, which fields are reliable, and where the traps are, such as credit notes, inter-company transactions and back-dated postings.

You know the client

You already understand their processes, their people and their pain points from the implementation and support work you do.

Desktop Edition

Installed on each client server, allows you to connect AxBIC to their databases, interrogate and test questions, write scheduled email reports, design dashboards for Viewer and Browser Edition.

Browser Edition

Runs on any browser but protects your data so it's not sent to AI and not cached on the device. Communicates directly with your client server via encryption. Run defined reports and view Dashboards.

Dashboard Viewer

Runs on large screen displays in full screen mode and refreshes automatically. Great for motivation and focussing on your clients' specific Key Performance Indicators, Sales Goals etc.

AxBIC shortens the build. It does not replace the judgement. A report that used to take days of SQL and layout work can be drafted in a conversation, which lets you spend your time on design and interpretation, the part clients value most.

Consulting opportunities

Each AxBIC sale opens several kinds of billable work, from a one-off setup to ongoing advisory.

Opportunity

What you deliver

Skill you already have

Installation and data connection

AxBIC installed and connected to the client's ERP database, with users set up

ERP and SQL Server knowledge

Question workshops

Sessions with owners and managers to turn their concerns into well-formed questions

Business analysis and client rapport

Management report packs

Multi-group-level reports with subtotals and comparisons, built from refined questions

Report design and knowledge of the data

Scheduled distribution

Reports scheduled and emailed to the right stakeholders at the right time

Understanding of who needs what, and when

Dashboard design

Dashboards for owners, finance and operations, designed alongside your other assignments

Data mining and KPI selection

Efficiency reviews

Using AxBIC to find slow stock, margin leaks, debtor problems and process bottlenecks

Process and industry experience

Training

Teaching staff to ask good questions and read the answers critically

Product and business knowledge

Ongoing refinement

Regular reviews as the business changes: new reports, new dashboards, new questions

The long-term client relationship

Dashboards deserve a special mention. Whenever you finish an assignment, such as a new module, a process change or a stock cleanup, a dashboard that tracks the result is a natural add-on. It proves the value of the work you just did and keeps you in front of the client.

A win for both sides

The client gets better decisions from data they already own, and you get more valuable work from a client you already have.

The client gets

The consultant gets

Answers in minutes instead of waiting on a report request

A new product to offer existing clients, with no cold selling

An AI tool that keeps their data on their own server

Billable projects after the sale: reports, dashboards, reviews

Reports designed by someone who knows their business

Work that moves from fixing problems to advising on performance

Scheduled reports arriving without anyone having to remember

Regular contact with owners and senior managers

Dashboards that show the health of the business at a glance

A reason to revisit clients whose ERP is stable and quiet

More value from the ERP investment they have already made

Faster report delivery, so more time for higher-value work

There is a defensive reason too. Clients are going to adopt AI one way or another. If you bring it to them, you stay their trusted adviser on data. If someone else does, that conversation happens without you.

How an engagement unfolds

A typical engagement starts with a demo on the client's own data and grows into regular advisory work.
  1. Demonstrate. Show AxBIC answering real questions from the client's own database. Their own numbers sell it better than any slide.
  2. Install and connect. Set up AxBIC on the client's server and connect it to the ERP.
  3. Run a question workshop. Sit with the owner and key managers. List what they wish they knew, then refine each item into a precise question.
  4. Build the first report pack. Turn the best questions into multi-group-level reports. Schedule them and email them to the stakeholders who need them.
  5. Design the dashboards. Agree the handful of measures that matter and build dashboards for each audience.
  6. Train the team. Show staff how to ask their own questions, so day-to-day queries no longer wait on you.
  7. Review regularly. Come back each quarter. Retire reports nobody reads, add new ones, and use what the data shows to propose the next improvement project.
Step 7 is where the relationship compounds. Each review surfaces problems worth solving, and you are the person in the room when they appear.

Which clients to approach first

Start with existing clients who already trust you and already feel short of information. Good signs:
  • The owner or CFO regularly asks you for one-off reports or data extracts.
  • Month-end reporting depends on one person and a set of spreadsheets.
  • Management has asked about AI but is worried about data security.
  • The ERP is stable, and the client is asking what else they can get from it.
  • The business has grown, and the owner can no longer see everything by walking the floor.
  • You have just finished a project and the client wants to measure the result.

Questions clients will ask

Most client objections come down to security, trust in the answers, and cost. Short answers for each:
"Is our data safe?" AxBIC runs on the client's own server and the data stays there. This is the core of the product, not an add-on.
"Can we trust the answers?" Treat AxBIC like a capable new analyst: fast, but worth checking on anything important. This is exactly why reports that the business will rely on should be designed and validated by a consultant who knows the data.
"We already have reports in the ERP." Standard reports answer the questions the vendor expected. AxBIC answers the question the owner has today, and the good ones become scheduled reports.
"Won't staff just ask it everything and stop needing you?" Staff will handle the simple queries themselves, which is good for everyone. What remains is the higher-value work: report design, dashboards and reviews.
"What does it cost?" Open question: add licence pricing and the consultant's commercial terms here.

Next steps

The fastest way to judge AxBIC is to see it answer questions against a database you know well.
  1. Ask Axsapt for a demonstration, ideally on a copy of one of your own client databases.
  2. Pick two or three clients who match the signs above.
  3. Offer each a short session where they bring their questions and watch AxBIC answer them.
  4. Follow up with a proposal for installation, a question workshop and a first report pack.

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