For ERP implementation partners
Turn the spreadsheets your clients still run into your next engagement.
Your clients' ERP is live, but supplier changes, delivery exceptions and follow-ups still arrive by email and get tracked in spreadsheets. LevelOneAI gives you a repeatable solution to sell and deliver into that gap, without building it yourself.
Keep your client and your services revenue. Add a new practice.
The gap no implementation closes
Changes start outside the ERP. That's why the spreadsheets come back.
However well the ERP is designed and implemented, it can only record what someone enters. Most changes to the work start somewhere else:
- A supplier emails that a part will ship two weeks late.
- A customer moves a delivery date in a reply to an invoice.
- The warehouse reports a line shipped short.
- Sales agrees a special price on a call.
Until each one is noticed, understood and entered, the ERP still shows the old plan, and someone keeps a spreadsheet of what it doesn't know yet. LevelOneAI helps businesses move beyond that spreadsheet-driven coordination.
Connect the evidence
Emails, documents and ERP records are linked to the order, PO or job they belong to.
Identify what changed
A new date, a revised quantity, a missing document: shown next to what the ERP still says.
Understand the impact
Which jobs, customer orders and commitments the change affects, and how soon it matters.
Resolve the exception
An owner, a next step and an approval, tracked until the change is made and confirmed.
The ERP stays the system of record. Approved changes are still made through it, by the people and controls your client already has.
What's in it for you
New revenue from clients you've already won
After go-live, most engagements move into maintenance or end. LevelOneAI gives you a reason to go back with a business improvement your client can measure, and several ways to earn from it.
Assessment
Go back to clients you've already implemented, find the work still run in spreadsheets, and scope the first workflow.
Your discovery fee
Delivery
Configure the workflow to the client's process, build the screens their people use, and train the team.
Your implementation fee
Expansion
Add the next workflow, function or site once the first one has shown results.
Ongoing advisory and support
Platform revenue share
A share of LevelOneAI's platform revenue on the clients you bring.
Terms agreed with you up front
Two ways to partner
No exclusivity and no minimum sales commitment. Start as a referral partner and move to delivering it yourself when you're ready.
Referral partner
Introduce and earn. Stay involved if you want.
For consultants who see the need at a client but don't want to deliver another product.
You
- Introduce a client still running key work in spreadsheets
- Join the first conversation if it helps
LevelOneAI
- Demo and workflow assessment
- Pilot, setup and support
You earn: A referral share of platform revenue when the client buys.
Solution partner
Sell it, deliver it, build a practice around it.
For ERP and CRM implementation firms that want a repeatable post-go-live offer.
You
- Lead the client relationship and the assessment
- Configure the workflow and build the screens people use
- Train the team and support it after launch
LevelOneAI
- The Operations Engine and workflow templates
- Product training and technical support
- Escalation support during delivery
You earn: 100% of your own service fees, plus a share of platform revenue on the clients you bring.
Who does what
You don't build the hard part: matching evidence, identifying what changed, assessing impact and tracking resolution are the product. Your team spends its time on the process and the client, not on AI engineering or integration infrastructure.
Your client's IT team
- The ERP and CRM environment and its settings
- Connectivity, authentication and permissions
- Security review and approval of what Operations Resolution can read
- Deployment in their environment, when they choose it
You, the implementation partner
- The client relationship
- Finding the spreadsheet-driven work and scoping the workflow
- Configuring the workflow to the client's process
- The screens and apps people use, if they need custom ones
- Training, rollout and ongoing support
LevelOneAI
- The Operations Engine: one record for each order, PO or job, with its evidence
- Matching email and documents to ERP records, and showing what changed
- Assessing impact on jobs, customer orders and commitments
- A work item for each exception: owner, next step and resolution
- Workflow templates, the launch kit, and product and technical support
A launch kit, so you can sell it next week
You don't need to build a demo, invent a pitch or design a delivery process. Partners get what they need to open the conversation and run the first engagement, shared once you join the program under a partner agreement.
- A demo workflow for supplier and order exceptions
- Discovery questions to find spreadsheet-driven work
- A payback calculator to size the problem with the client
- A 6-week Pilot playbook, week by week
- A proposal template and a partner deck
Your client stays yours
LevelOneAI doesn't compete with implementation partners. We help you extend the value of the systems you implement.
Your account stays yours
Opportunities you register are protected for 90 days, renewable while they're moving forward.
No channel conflict
We don't sell services into your registered accounts or go around you.
Your services stay yours
Discovery, delivery and consulting are scoped and billed your way.
Clear compensation
Attribution, rates and payment timing are agreed before the first introduction.
You stay the main contact
You can remain the client's primary contact and keep supporting them.
The first offer
One workflow. One business problem. Six weeks.
You don't have to sell a transformation project. Start with a fixed-scope Pilot on one problem that still lives outside the ERP, on the client's real work.
Week 1
Discover
Pick one spreadsheet-driven workflow and set the baseline.
Weeks 2–3
Connect
Link the ERP records and email the workflow depends on, with access the client's IT team approves.
Weeks 4–5
Operate
Run it on live cases: what changed, the impact, the owner, the resolution.
Week 6
Show results
Compare against the baseline and agree the next step.
The Pilot is paid, and so is your work: you charge for discovery and delivery, keep the client relationship, and share in the platform revenue that follows.
Privacy and control
- The free trial never stores email. It keeps short labels, refs and dates only.
- Your application stays the enforcement point. LevelOneAI returns evidence-backed recommendations and never writes to the system of record on its own.
- Operations Resolution is designed to keep only what it needs to run the work. What's stored, and where it runs, is agreed with you and the customer during setup.
Questions partners ask
Does LevelOneAI compete with us?
No, we don't implement ERP and CRM systems or take over the client relationship. We help you extend the value of the systems you implement.
Do we have to build the AI?
No, matching evidence, identifying what changed, assessing impact and tracking resolution are built into the Operations Engine. You bring the process knowledge and the client relationship.
Who handles connectivity and security?
Usually the client's IT team, using the access and services they already govern. Operations Resolution works from exports or a read-only connection they approve, and nothing changes their ERP settings.
What about the ERP's own AI?
Your clients should use it for work inside the ERP. Operations Resolution covers what arrives from outside it: the email, the call, the supplier notice, and the decision that follows.
Is the Pilot free?
No. The Pilot is a paid, fixed-scope engagement, and your discovery and delivery work is billed on top, your way.
How is it priced for the client?
Operations Resolution is a one-time setup fee plus an annual platform fee, with no ongoing services fee from LevelOneAI. How it's packaged with your services is agreed with you.
Bring one client with spreadsheet-driven work.
We'll agree the partner terms with you first, then scope the first workflow together.