02 / How it comes together
The system,
in motion.
A distributor’s products, stock, prices and orders already live in its ERP. The proposed challenge is to extend those operations into online sales and conversational support, choosing compatible platforms and defining exactly where custom software would add value.
A proposed sales conversation connected to the existing business systems.
Select a stage to explore.
Optional routes from the AI conversation
WhatsApp Business Platform would provide the conversational entry point. Customers could ask about products and stock, with identity verification before access to an existing order’s status.
- WhatsApp Business Platform
- Customer conversation
Illustrative proposal, not implemented. Transactional features depend on Dock9 API availability.
03 / The thinking behind it
Good systems
start with
good decisions.
The choices that shape how this proposed system would work.
Keep the ERP at the center.
The proposal retains SeniorERP for commercial operations and assesses its existing APIs, permissions and synchronization options. New sales channels would connect to that foundation, with product, pricing, inventory and order data considered together.
Buy the established commerce layer.
Dock9 Shop is proposed as the B2B/B2C storefront because of its SeniorERP integration. Using a specialist SaaS platform would focus custom development on differentiating capabilities while the provider manages standard commerce infrastructure and hosting.
Give the assistant a defined boundary.
The proposed WhatsApp agent would work through Dock9’s API, with customer verification for order status, secure checkout links and human handoff. Transactional features depend on the API’s actual capabilities; sensitive ERP operations would remain outside the agent’s direct access.
04 / Under the surface
A closer look.
Explore the technologies, implementation choices, and full project context at your own pace.
SeniorERP · Products · Inventory · Pricing · Orders
Dock9 Shop · B2B/B2C commerce · ERP synchronization
SeniorAI · Model APIs · ERP user permissions
WhatsApp Business Platform · Custom AI agent · Dock9 API
01Project Context
Doni Trade is a distribution company that uses SeniorERP to manage its commercial operations, including products, inventory, warehouses, pricing, and orders.
The company sought to develop a B2B/B2C digital sales channel, reduce manual work, and improve the customer experience through AI technologies.
The main challenge: how could the company build a modern digital ecosystem without unnecessarily investing in a platform built from scratch?
In this illustrative case study, Noian Software acted as a technology consulting and digital transformation partner.
02Technology Assessment & Strategy
Assessing the ERP Infrastructure
The first phase involved reviewing SeniorERP's existing capabilities and its options for integration with external applications.
The assessment covered:
- APIs for products, prices, inventory, business partners, and orders.
- Data synchronization between the ERP and external platforms.
- Inventory management across multiple warehouses.
- Automated order processing.
- Access control for commercial and financial data.
The strategic decision: retain SeniorERP as the central management system and adopt solutions compatible with the existing ecosystem.
This approach aimed to reduce development costs, technical risk, and reliance on custom applications that are difficult to maintain.
03E-commerce Strategy — Dock9 Shop
After evaluating the alternatives, the proposed solution was Dock9 Shop, a SaaS platform integrated with SeniorERP.
Planned Capabilities
- An online store serving both B2C and B2B customers.
- Bidirectional synchronization with SeniorERP.
- Product, pricing, and inventory management.
- Consolidated product availability across multiple warehouses.
- Order processing and payment integration.
- Delivery configuration and regional restrictions.
- Marketplace integration.
- Cloud hosting and scalability managed by the provider.
The Build vs. Buy Decision
The strategy prioritized adopting a specialized platform over developing a custom online store.
Estimated implementation timeline: 4–6 months, depending on product catalog readiness and implementation planning.
This decision would allow custom development efforts to focus on capabilities that differentiate the company commercially, rather than rebuilding standard e-commerce infrastructure.
04Bringing AI into ERP Operations
The second workstream focused on activating SeniorAI, the intelligent assistant integrated into SeniorERP.
Use Cases
Sales Management
- Analyzing sales by product, customer, and period.
- Identifying top-performing products.
- Generating reports and dashboards.
Inventory & Procurement
- Checking product availability.
- Analyzing replenishment needs.
- Identifying stockout risks.
Finance
- Analyzing customer account balances.
- Identifying overdue invoices.
- Accessing relevant financial information.
Proposed Architecture
SeniorAI uses external AI models configured through APIs, together with permissions assigned to users in SeniorERP.
The implementation strategy included using a company-owned OpenAI account, controlling API usage, and configuring access by user and context.
The goal was to reduce the time needed to obtain operational information without building a parallel AI system for capabilities already available in the ERP.
05WhatsApp AI Sales Agent — Custom Development
To extend the company's sales capabilities, Noian Software proposed a conversational AI agent integrated with WhatsApp and Dock9 Shop.
This is the project's custom software component and a source of commercial differentiation.
The Customer Experience
A customer contacts the company on WhatsApp:
Customer: “Do you have product X in stock? I need 20 units.”
AI Assistant: “The product is available. I can prepare a cart with the 20 units and send you a link to complete your order.”
The agent could be designed to:
- Identify products by name or description.
- Check prices and availability.
- Recommend alternatives and complementary products.
- Check order status after verifying the customer's identity.
- Prepare shopping carts.
- Direct customers to a secure checkout.
- Transfer conversations to a human operator when needed.
Proposed Technical Architecture
- WhatsApp Business Platform
- Noian AI Agent
- Dock9 Shop API
- SeniorERP
The AI agent primarily interacts with the e-commerce platform, avoiding direct exposure of sensitive ERP operations.
Implementation of transactional capabilities depends on the operations actually available through the Dock9 API.
Potential Extensions
- Recurring B2B orders.
- Preparing commercial quotes from messages and documents.
- Re-engaging inactive customers.
- Recovering abandoned orders.
- Personalized recommendations and cross-selling.
- Always-available customer support, with escalation to a human operator.
06Developing Sales Channels
Digital transformation does not end when the online store launches.
The commercial strategy included developing several complementary channels:
Search & Shopping: acquiring customers through Google Search, Shopping, and search engine optimization.
Marketplaces: expanding distribution through external commerce platforms, depending on available integrations.
CRM & Retention: campaigns for existing customers, replenishment, and increased order frequency.
Conversational Commerce: turning WhatsApp from a communication channel into a tool for customer support and order generation.
Each channel's performance would be tracked using indicators such as attributed revenue, gross margin, acquisition cost, conversion rate, and incremental profit.
07Commercial Partnership Model
Digital Commerce & AI Growth Partner
The proposed collaboration between Doni Trade and Noian Software aims to align the interests of both companies.
Doni Trade's Responsibilities
- Funding the e-commerce platform and required licenses.
- Providing marketing budgets.
- Supplying commercial data and product information.
- Managing logistics, deliveries, and commercial relationships.
- Participating in the definition of growth objectives.
Noian Software's Responsibilities
- Advising on digital strategy.
- Coordinating technology integrations.
- Developing and maintaining custom AI products.
- Optimizing automated commercial processes.
- Coordinating the technology supporting marketing channels.
- Monitoring performance and identifying growth opportunities.
Performance-Based Compensation
The proposed model provides for Noian Software to receive a negotiated share of the incremental profit generated through the channels and products developed within the partnership.
Eligible profit is calculated after deducting directly attributable costs, including the cost of goods, variable expenses, and marketing spend.
Compensation is therefore linked to the economic value actually generated, rather than sales volume alone.
The attribution methodology, comparison baseline, deductible expenses, and profit-sharing percentage are defined contractually.
08Intended Outcomes
The project was designed to deliver five major commercial and operational outcomes:
- Launch an e-commerce channel integrated with the existing ERP infrastructure.
- Reduce manual work by using available AI capabilities.
- Turn WhatsApp into an assisted sales and support channel.
- Grow digital sales through marketing, automation, and retention.
- Create a partnership in which the technology partner's compensation depends on realized incremental profit.
No measured financial results or operational improvements are presented because implementation has not been completed.
09Conclusion
This project illustrates Noian Software's approach to digital transformation for distribution companies:
Use existing software where it delivers value, integrate specialized solutions, and build custom AI only where it can create a competitive advantage.
In this model, Noian Software acts as a technology and commercial growth partner, with long-term interests aligned with those of the client.
Your challenge. Our next conversation.
What could we
build together?
Planning a new sales channel around an existing ERP? Let’s identify what to connect and where custom development earns its place.
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