Discovery operating system · Oracle & D365 · multi-site

Run ten discoveries with the rigor you'd put into one.

You approve every line before it's locked.

Noema runs enterprise ERP discovery end to end — multi-site, Oracle EBS → Cloud and D365 F&O. The AI drafts every finding, flag and process map. The consultant disposes of each one before anything is locked or shown to a client.

Synthesis · Process model — Meridian Elevator Group

Not a transcript — a structured, classified, exportable process model. Try it: switch As-is / Target and the site lens above.

01The objection, named

You're thinking: I can't let an AI improvise in front of a client.

Correct. So nothing the AI produces is final. Every draft carries a confidence badge, every item carries its provenance, and low-confidence items are flagged for human verification — findable in a dense list, not buried.

The partner is escalated to, never replaced. The AI does the mechanical 80%; your judgment scales over the rest. That's the spine: the AI drafts, you dispose.

  • Hallucination — answered by confidence badges, provenance, and human-verify on low-confidence items.
  • Craft — moldability keeps the senior in the loop; the platform does the breadth, not the judgment.
The AI Draft Card · one item, three states
DraftLow
Approval routing is configured globally with a single value threshold.
Drafted from interview 3 · Procurement Lead
↓ consultant edits
EditedHigh
Approval routing uses value and category thresholds — Germany adds works-council sign-off.
Human touch · 2px accent rail signals the edit
↓ approve & lock
Approved · Locked edits disabled
Approval routing uses value and category thresholds — Germany adds works-council sign-off.
Locked items survive regeneration.
02What it actually does

A discovery flow, not a pile of feature cards.

Intake to deliverables, in sequence. Every finding becomes a classified discovery item — kind × domain × scope — that has to reach a disposition. Nothing dangles. This is the line between a discovery platform and a notetaker.

01DefineContext intake → AI drafts the brief
02StakeholdersWho to interview, gaps, delegation
03Interview designSequenced plan, question sets, rigor
04ConductHuman or platform-conducted
05Discovery itemsEvery finding, classified & tracked
06SynthesisProcess model + fit-gap
07Deliverablesxlsx · pptx · docx

One item. Three chips. A disposition it must reach.

"Finding", "requirement", "gap", "open question" aren't separate buckets — they're states of one item that classifies and moves. An item can change type as understanding sharpens, keeps its identity and its trail, and must end somewhere.

  • kindlifecycle role — open question, requirement, gap, decision, risk, variant…
  • domainwhat it's about — data, process, governance, integration…
  • scopewhere it applies — global, region, or a named site.
Discovery · item workbench
Open question data ◆ Germany Medium #112
Does Cloud stay the item master through cutover, or does EBS remain master until go-live?
Began as a question in interview 3 → escalated to Open Point
Disposition Answer · Promote · Mark gap · Escalate · Drop

The same item — same id, same trail — wherever it appears: a process node, a fit-gap row, an open point.

03The delegation math

Keep the senior interviews. Delegate the breadth.

Per stakeholder, the principal sets the interview owner: principal-led for the few that need judgment, platform-conducted for the broad set. Every item still reaches a disposition — nothing dangles because it was delegated.

That's the capacity story, and it's where the ROI is self-evident: the same partner covers ten discoveries at the rigor of one. For independents, it's how one person runs an engagement that used to need a team.

Stakeholder map · interview owner
Principal-led
Supply Chain Director45 min
Procurement Lead90 min
Plant Operations Mgr90 min

The judgment calls — kept in senior hands.

Platform-conducted
Inventory / Warehouse Mgr60 min
Buyer / Planner60 min
Shop-floor Supervisor45 min
Data Migration Lead60 min

The breadth — conducted to the rigor you set.

A platform-conducted interview, live
Conduct · Live interview — platform-conducted
MR
Marco Rossi
Buyer / Planner · Procure-to-Pay · Milan
Listening
Noema00:42
Walk me through raising a purchase requisition today — from the need to the PO.
Marco00:58
Honestly, I keep my own spreadsheet of supplier prices because the system list is always stale — I copy the price in by hand, then raise the req.
Noema01:12
When the price is stale, who do you check with before the PO goes out?
Marco01:24
I email the category manager and wait — sometimes a full day. Then I chase the approval on Teams.
Noema01:39
Got it. And over fifty thousand euro — does the routing change
Extracted live 3 items · awaiting review
Pain point process High
Supplier price list maintained off-system in Excel; manual price entry on every requisition.
◆ from 00:58AcceptEdit
Requirement integration Medium
Approval routing must support value-threshold rules to remove manual chase.
◆ from 01:24AcceptEdit
Open question governance Needs-verify
Does a high-value PO trigger a regional sign-off step? Confirm per site.
◆ liveAcceptEdit

Voice in, structured out. Every line the AI extracts is a draft discovery item — accepted, edited, or rejected by a human, with the transcript span kept as provenance.

04Proof of work product

The output is something you'd actually hand a client.

Real Oracle and D365 taxonomy. A fit-gap assessed per site. An open-points register that names who must decide. Native xlsx, pptx and docx — edited in-platform, versioned, re-exported as often as you need.

Synthesis · Fit-Gap register (E3)
Process FlowsFit-GapOpen Points 2
Process nodeProcurementFN-01
Purchase approval routing
High

Cloud routes requisitions through approval groups and rule sets; value-threshold routing is standard — adopt as delivered, configure per region.

GLB ✓ Fit DE ◷ Config IT ⤳ Integration 2 sites diverge from Global
Synthesis · Open Points register (E4)
OP-01
Item master ownership through cutover
Owner · Nishant S. — promoted from conflict #112
In discussion
OP-02
Single global P2P vs. per-plant variation
Owner · Supply Chain Director
Open
OP-03
SdI e-invoice integration scope (Italy)
Owner · IT / ERP Lead
Resolved

The explicit line between delegated work and principal work — what only the partner can close.

Deliverables Workspace (F1) · editable · versioned · re-exportable
DOCX
Requirements
Narrative · v4 · last export 2h ago
XLSX
Process flows L0–L4
As-is / target · with site variants
XLSX
Gap analysis + remediation
7 nodes · per scope
XLSX
Open Points register
3 open · 1 resolved
PPTX
Executive deck
Generated · edited in-platform
XLSX
Noema Workbook (master)
Single source · re-export anytime
05Trust

Only what's true today.

Human-in-the-loop control Provenance on every item Role-gated access (RBAC) Built on Anthropic's Claude

Built on Anthropic's Claude. Enterprise deployment options — including for Microsoft 365 environments — are scoped per engagement.

The AI drafts. You approve every line before it's locked.

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