ERP & Workflow Automation Blueprint

ERP & Workflow Automation Blueprint

A practical blueprint for modernizing approval flows, admin tasks, finance operations, inventory workflows, and cross-department handoffs before adding AI.

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Representative build

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Representative build

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Representative build

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Workflow challenge

Manual approvals, spreadsheet reporting, and legacy tools create operational drag. Teams know AI could help, but the underlying workflow is not ready.

  • Processes depend on email, Excel, and manual reminders.

  • Departments do not share the same source of truth.

  • Legacy systems make change feel risky.

The Kelin approach

Kelin Studio audits the existing workflows, identifies the highest-value automation points, recommends build-vs-buy options, and implements the first connected process layer.

Target operating outcome

The business moves from manual coordination to repeatable workflows that are easier to measure, automate, and improve with AI.

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Processes mapped

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Processes mapped

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Processes mapped

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Automation candidates

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Automation candidates

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Automation candidates

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Roadmap to AI readiness

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Roadmap to AI readiness

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Roadmap to AI readiness

Implementation snapshot

Date:

Jun 12, 2026

Date:

Jun 12, 2026

Date:

Jun 12, 2026

Client:

Representative traditional company

Client:

Representative traditional company

Client:

Representative traditional company

Industry:

Operations and finance

Industry:

Operations and finance

Industry:

Operations and finance

Services:

Workflow mapping, ERP modernization, approval automation, process redesign

Services:

Workflow mapping, ERP modernization, approval automation, process redesign

Services:

Workflow mapping, ERP modernization, approval automation, process redesign

Technology stack:

Odoo, NetSuite, Microsoft Dynamics 365, Power Automate, Make, Zapier, n8n, APIs

Technology stack:

Odoo, NetSuite, Microsoft Dynamics 365, Power Automate, Make, Zapier, n8n, APIs

Technology stack:

Odoo, NetSuite, Microsoft Dynamics 365, Power Automate, Make, Zapier, n8n, APIs

Representative implementation pattern for businesses moving from manual operations to connected CRM, support, and knowledge systems.

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Kelin Studio

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We’re here to help

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Let’s talk about your next AI project

How do we connect?

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Smart process automation

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Direct access to our team — no bots.

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We ask smart questions fast.

Start your AI journey

BG Image
Vector

We’re here to help

Vector

Let’s talk about your next AI project

How do we connect?

Icon

Smart process automation

Icon

Direct access to our team — no bots.

Icon

We ask smart questions fast.

Start your AI journey

BG Image
Vector

We’re here to help

Vector

Let’s talk about your next AI project

How do we connect?

Icon

Smart process automation

Icon

Direct access to our team — no bots.

Icon

We ask smart questions fast.

Start your AI journey

BG Image

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