MORIANE
Bridging Talent and AI
Brief 02 of 7 · Current ERP & IT Landscape

The system you already run on.

Understanding what's in production today — what to preserve, what to retire, and every workaround that lives outside the ERP.

Prepared forBamal Fastener · IT Lead · ERP Administrator
FocusIncumbent · Shadow-IT · Integrations · Data posture
Estimated time22 – 28 minutes

You're closer to this system than anyone. Your answers here are the ones that decide whether we propose replace, re-platform or extend — and whether the AI layer can plug in without pulling three integrations behind it.

We already know Bamal runs integrated supply, VMI/CMI, IoT bin replenishment, and connects to customer portals plus EDI — what we don't know is how any of it is actually wired today, and what your team spends its evenings holding together in Excel.

Daniela Fermín · MORIANE
What we've already mapped

Public snapshot of Bamal Fastener

This is what we already have from public sources. No need to repeat any of it — flag anything that's inaccurate.

How this brief works

Answer at your paceEvery keystroke saves to your browser. Close the tab and come back — your answers persist until you submit.
Prose is fine, bullets are betterFull sentences or crisp phrases both work. Attach a doc later if easier.
Skip what doesn't applyIf a question doesn't fit or you'd rather discuss it live, leave it blank and note "let's talk".
Who's responding
01
The incumbent

What you run today

A precise picture of the current ERP — vendor, version, deployment, cost.

Full specifics. If different sites run different versions, tell us.
History matters — it shows what has been migrated in and out.
Licenses/subscription + hosting + integrations + internal support headcount attributable to it. A range is fine.
02
What to preserve

What works

Every ERP has strengths. The next one needs to keep them.

Specific modules or capabilities — e.g. “the pricing engine for large blanket orders”, “the EDI mapping for our top 3 customers”.
Naming them now means they're in scope from day one, not surprises in month five.
03
The pain

What hurts today

Where the ERP fails today is where the new one — and the AI layer — earn their ROI.

Look for shadow IT: the more spreadsheets, side databases, and manual reports the team maintains, the more the current ERP is quietly costing you. That's usually where AI has the fastest payback.
For each: who feels it, how often, and what it costs (time, errors, customer complaints, missed shipments).
Excel files, Access databases, SharePoint sites, side portals, macros, extra headcount. Be honest — this is where the money is.
04
The connections

Integrations & external systems

Every ERP proposal lives or dies on integrations. We need the full picture.

EDI (which VANs, which customers), customer portals you push to or pull from, supplier portals, WMS, TMS, carriers, e-commerce (theindustrialdepot.com), CAD, quality systems, HRIS, banking, tax. Direction of data flow matters.
Custom middleware, brittle SFTP jobs, integrations only one person understands.
Sensor vendor(s), gateways, backend, and whether the ERP acts on the signal or a human still touches it.
05
Data & security

Data posture

This section decides which vendors are allowed in the shortlist.

US-only, on-prem, private VPC, specific cloud region. Any hard requirements from customers (defense, automotive tier-1, medical)?
No training on your data, no offshore processing, SOC 2 / ISO 27001 required, DPA required, data retention limits.
This isn't a gotcha — it lets us bake the fix into the ERP scope rather than as a separate project.
06
The team

IT capacity

The most beautiful ERP fails without the hands to run it.

Hours per week, whether you'd need to hire, whether you'd want a managed-service partner instead.
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When you submit, your answers land securely in our discovery workspace. Daniela is notified immediately and the diagnostic team starts working the same day.

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MORIANE
Bridging Talent and AI
Received · Brief 02 of 7

Thank you, Bamal.

Your Current ERP & IT Landscape brief just landed with Moriane. The diagnostic team is already reading it. Here's what happens next.

STEP 01 · TODAY

Instant intake

Daniela receives your answers within minutes and begins mapping them into Bamal's consolidated diagnostic.

STEP 02 · THIS WEEK

Cross-brief synthesis

Your area's answers are cross-checked against the other 6 briefs to surface consistencies, tensions, and gaps.

STEP 03 · 5–7 DAYS

Consolidated view

All 7 briefs synthesize into one written diagnostic and share back with you before any proposal is made.

Any follow-ups to DIAGNOSTICS@MORIANEGROUP.COM
Submission ID —
MORIANE Bridging Talent and AI moriane.ai