Pelorus AI Compass, your Strategic Blueprint for AI Adoption
AI Compass Program
AI Compass is a structured, fixed price program that defines your AI strategy, governance model, and adoption roadmap, aligned directly to business and ERP objectives.
It is designed for executives who need measurable outcomes, not experiments, and who want AI integrated with Dynamics 365 Business Central or Finance and Supply Chain Management.
What AI Compass Delivers
A documented AI strategy, a quarterly adoption roadmap, and a clear alignment between ERP as the system of record and AI as the orchestration and automation layer.
- Fixed price engagement
- Exec ready outputs
- ERP plus AI alignment
What the AI Compass is
A focused, time bound engagement that turns scattered AI initiatives into a single, coherent operating model that connects AI directly to financial and operational outcomes.
AI Strategy Blueprint

Executive ready strategy that defines where AI creates value, how it supports your business model, and how it interacts with ERP, data, and people.
AI Governance Framework
Policies, controls, risk mitigation, and responsible AI guidance to keep AI aligned with compliance, security, and brand expectations.
AI Opportunity Map
Ranked list of AI use cases tied to business value, from copilots and copilots for Dynamics 365 to autonomous agents interacting with your ERP and data estate.
AI Adoption Roadmap
Quarterly plan for rolling out automation, copilots, and intelligent agents across finance, supply chain, sales, and operations.
ERP plus AI Alignment
Clear model that positions ERP as the system of record and AI as the orchestration and automation layer, using Microsoft cloud capabilities as the backbone.
AI Compass process
Simple, Structured Four Step Flow
The process is designed to be tight, to minimize noise for your senior team, and to produce concrete decisions on where to invest, what to pause, and how to govern AI.
Assess (ERP, data, skills)
Review current ERP landscape, Dynamics 365 FSCM or BC if applicable, data readiness, workflows, AI usage, skills, and risk posture against Microsoft cloud capabilities.
Envision (Use cases)
Identify high value AI use cases, AI agents, workflow redesign, and automation opportunities tied directly to financial and operational targets.
Architect (Operating model)
Define the AI operating model, governance, security boundaries, roles, and technical architecture, including how agents interact with ERP and the broader data estate.
Align and plan (Roadmap)
Produce a quarterly AI roadmap with prioritized initiatives mapped to business goals and ERP processes, ready for budget and execution.
Exec ready
Board level outputs that can plug directly into strategic planning and budgeting cycles.
ERP aware
Every decision is framed in the context of Dynamics 365 and Microsoft cloud capabilities.
Where AI Compass Applies
AI Compass is built for organizations that are standardizing on Microsoft cloud and want a pragmatic roadmap, not a theoretical AI workshop.
Existing Dynamics 365 customers
You already run Business Central or FSCM and need a structured way to use Copilot, agents, and automation across finance and operations.
GP or legacy ERP migrations
You are moving to cloud ERP and want AI capabilities, governance, and operating model designed in from day one instead of bolted on later.
AI pilots that are stuck
You have scattered AI experiments, but little measurable impact. AI Compass consolidates them into a single strategy, roadmap, and governance model.
Why Executives Choose AI Compass
The program is optimized for CEOs, CFOs, COOs, and CIOs who need clarity on AI investments, risk, and alignment with ERP and data platforms.
Outcome focused
Every recommendation ties back to business outcomes and financial impact, not abstract AI enthusiasm.
Microsoft aligned
The work aligns with Microsoft guidance for Dynamics 365, Copilot, and responsible AI on Azure, reducing platform and roadmap risk.
Execution ready
The output is not a slide deck you file away. It is a set of decisions, use cases, and a quarterly plan that can be executed immediately.
Discuss AI Compass for your Organization
If you are evaluating AI and ERP together, schedule a short discussion to see whether AI Compass is the right starting point for your team.
References
- Microsoft Learn, Dynamics GP Modern Lifecycle. https://learn.microsoft.com/en-us/dynamics-gp/modern-lifecycle
- Microsoft Learn, Dynamics 365 Copilot overview. https://learn.microsoft.com/en-us/dynamics365/get-started/copilot
- Microsoft Learn, Dynamics 365 documentation and platform capabilities. https://learn.microsoft.com/en-us/dynamics365/