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Case study · ERP Consulting / Enterprise Software

AI document intelligence inside Microsoft Dynamics ERP workflows.

An AI ingestion and validation layer that reads English and German PDFs, emails and scans and turns them into clean sales orders and item records for Dynamics NAV and Business Central.

Client
Hermann IT Solutions
Industry
ERP Consulting / Enterprise Software
Delivery
AI-powered ERP extension
Capability
Document AI

The challenge

What Hermann IT Solutions was up against.

Sales order creation, item imports and supplier document processing were still manual for NAV and Business Central customers, with mismatch risk and multilingual documents.

  • Manual entry from PDFs and emails
  • Customer and item matching errors
  • English and German documents
  • No validation before ERP import

The solution

What we built.

Skugal built a layer that combines OCR, AI entity and item matching and human-in-the-loop validation, exporting into Dynamics without replacing ERP logic.

01

Unified upload

PDFs, images, EML emails or text in one flow.

02

Multilingual AI processing

The same workflow for English and German documents.

03

Extraction & matching

Identifies customers, items and quantities and flags uncertain matches instead of auto-importing.

04

Validation before import

Users approve or adjust detected values so bad records never reach the ERP.

05

Item import mode

A toggle reuses the same AI backend for bulk item-master creation.

How it works

From input to outcome.

  1. Document upload
  2. OCR + AI extraction
  3. Customer & item matching
  4. Validation & approval
  5. Export to NAV / Business Central

Business impact

What changed.

Hermann IT Solutions now has a production-ready AI extension for Microsoft ERP that keeps humans in control of critical data.

Technology

  • Microsoft Dynamics NAV 2015
  • Business Central 19
  • OCR & AI mapping
  • MCP-style orchestration
  • Significant reduction in manual ERP data entry
  • Faster supplier and sales document processing
  • Fewer item and customer mismatches
  • Multilingual support with no extra effort
ERP systems demand accuracy. This delivers it, with intelligence.

Next step

Have a similar challenge?

Tell us about the workflow or product. We’ll come back with an architecture, a delivery plan and where AI agents fit.

ISO 9001:2015 certificate issued to Skugal Technologies Private Limited, certificate number QD-98140/1125

Quality management system

ISO 9001:2015 Certified

Skugal Technologies Private Limited has been independently assessed and found to comply with ISO 9001:2015 for providing quality IT services and software development solutions.

Certificate No.
QD-98140/1125
Standard
ISO 9001:2015
Issued
24 Nov 2025
Valid until
23 Nov 2028
Certification body
Revolutionary Certifications Services (RCS Cert)

Client ID 95268. Validity is subject to annual surveillance audits (next due 23 Nov 2026). Verify at thesasl.co.uk.