A Structured Journey to AI Adoption
The AI Path
AI without governance is just technology waiting to fail. Pelorus embeds AI agents into your ERP workflows — with the structure, training, and oversight that turns capability into results.
80%
of employees expect AI to affect their daily tasks
1,587%
increase in job postings requiring AI agent skills
30%
reduction in reconciliation time achieved by Pelorus clients
5–10x
potential gains from agent-native workflows vs. tool-first approaches
Why Most AI Rollouts Stall
Powerful Tools Require Accountable Structure
AI agents are extraordinarily capable. They can draft communications, reconcile transactions, score leads, and monitor inventory — all without being asked twice. That capability is also the risk.
When AI is deployed without defined authority, governed workflows, and ERP-anchored accountability, it operates outside the financial controls your organization already depends on. The result is automation that creates exceptions instead of resolving them.
Think of AI agents the way you'd think about a highly capable new hire: knowledgeable, fast, and eager — but without your business context, your approval rules, or your accountability structure. They need to be trained, governed, and embedded into the workflows where ownership already exists.
"The approach by Pelorus to understand specific areas that can benefit from the use of Copilot really helped our teams think more strategically about AI."
— Controller, HVAC Services Company
Deployed without context
AI agents trained on generic data lack your business rules, approval thresholds, and entity structure — making every output a manual review item.
Outside financial controls
When AI operates outside your ERP, it bypasses the segregation of duties, posting rules, and audit trails your organization
requires.
No adoption plan
Without structured change management, adoption stalls at the individual level and AI investment never reaches organizational scale.

No governance after go-live
AI ecosystems evolve rapidly. Without ongoing oversight, agents drift from their original purpose and create compliance exposure.
Our Engagement Model
Three Phases.
One Clear Path
The AI Path is Pelorus's structured framework for moving from AI curiosity to AI governance. Each phase builds on the last, ensuring AI is embedded — not bolted on.
You don't have to start at Phase 1 if you're already underway. We meet you where you are and build forward with a structured, accountable approach that executive leadership can stand behind.
Phase 01
AI Discovery
No Cost · 1 Hour
The entry point. A focused, executive-level conversation grounded in your business context, operational pain points, and current systems. The objective is understanding, not demonstration. No demos. No premature solutions.
- Discussion of operating context and priority pain points
- Review of current systems and available data
- Identification of where AI creates value — and where it should not
- Clarification of what decisions must be made before moving forward
- Delivered output: written AI Opportunity Summary
No cost
1-hour executive session · Book here
Phase 02
AI Readiness
5 DAY Engagement
The foundation. This stage establishes your AI strategy and operating framework — defining objectives, decision ownership, governance, risk controls, and prioritization before any solution is built or scaled.
- Business outcome and use-case prioritization by impact
- ERP and data readiness audit (master data, integration, process integrity)
- AI operating model — roles, decision rights, escalation paths
- Workflow redesign for agent-first execution, not human-centric overlays
- Delivered outputs: AI Strategy document + AI Framework document
$12,500
Fixed-price · 5 DAY engagement
Phase 03
AI Operate
Ongoing Subscription
The execution and control phase. AI moves into real business processes with ongoing oversight. Performance is monitored, exceptions are managed, and governance remains active. AI is treated as a living operating capability, not a completed project.
- Design and deployment of AI agents within defined business workflows
- Ongoing performance monitoring and outcome tracking
- Exception handling and human-in-the-loop controls
- Active governance to maintain alignment with business intent
- Continuous refinement as processes, data, and objectives evolve
Subscription
1-hour executive session · Book here
Our Engagement Model
What governed AI looks like inside your workflows
Microsoft Copilot agents — embedded in Dynamics 365 Business Central and F&SCM — deliver automation that respects your financial controls, posting rules, and approval hierarchies.
Finance
Financial Reconciliation Agent
Matches transactions against GL entries, flags exceptions for human review, and eliminates line-by-line manual comparisons — while posting only within approved tolerance thresholds.
Works within your Dynamics period controls and posting layers
Supply Chain
Supplier Communications Agent
Automates vendor follow-ups, PO confirmations, and exception escalations based on your vendor agreement terms — without bypassing your purchase approval workflows.
Operates within D365 procurement approval hierarchies
Sales
Sales Qualification Agent
Scores inbound leads against your defined criteria, drafts initial outreach, and updates CRM — surfacing only the highest-value opportunities to your team for action.
Integrates with Dynamics 365 CRM and your sales stage definitions
Operations
Inventory Monitoring Agent
Tracks reorder points, flags demand anomalies, and generates draft purchase orders for buyer review — maintaining the human control your financial policies require.
Anchored to your item setup, warehouse locations, and reorder rules in BC/F&SCM
The Pelorus Principle on AI Agents
We treat every AI agent like a new employee: highly capable, but requiring training, boundaries, and a clear chain of authority. An agent that can post a journal entry or release a purchase order needs to operate within the same governance structure as the team member it's augmenting — not around it. Our AI Path ensures every agent is embedded in ERP-defined workflows where ownership and financial controls already exist.
Client Outcomes
What organizations achieve on the AI Path
30%
reduction
Reconciliation cycle time cut by nearly a third
By deploying a governed Financial Reconciliation Agent inside Dynamics 365, an HVAC services company eliminated manual line-by-line review and shifted their team to exception-only oversight.
100%
within controls
AI automation that stays inside financial governance
Every agent Pelorus deploys is mapped to existing ERP approval rules and posting layers — so automation never creates compliance exposure.
5 Days
to strategy
Executive alignment in weeks, not quarters
AI Discovery and AI Readiness give leadership a prioritized, defensible AI strategy and operating framework — with no ambiguity about where to start, who owns what, or what comes next.
"By leveraging Copilot agents built into the D365 system, we reduced our reconciliation times by 30% while eliminating line by line comparisons and focusing only on exceptions. The approach by Pelorus to understand specific areas that can benefit from the use of Copilot really helped our teams think more strategically about AI."
Controller, HVAC Services Company
How It Works
What to expect when you engage Pelorus
1
AI Discovery
A 1-hour, no-cost executive session. We understand your business context, pain points, and systems — then deliver a written AI Opportunity Summary.
2
AI Readiness
5 days, $12,500 fixed price. We define your AI Strategy and AI Framework — covering objectives, ownership, governance, data readiness, and a sequenced execution roadmap.
3
AI Operate
Ongoing subscription. AI agents are deployed inside your business processes with active monitoring, human-in-the-loop controls, and continuous governance. AI works as designed — under control..
Ready to put AI on a structured path?
Start with AI Discovery — a 1-hour, no-cost executive session. Leave with a written AI Opportunity Summary and a clear picture of where AI belongs in your business.
Are You Ready to Get Started?
MS D365 upgrades or new installations. We’ve got you covered! Don't see your industry? Let’s dive in and develop your solutions.