Tools for leaders

Practical templates before AI, ERP/RIVILE and automation decisions.

These files help prepare the decision before buying a tool or starting a project: align the process, data, ownership and the first safe step.

Discuss which template fits View sprints

ERP requirements and process preparation documents on a work table

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Start with structure, not with a vendor demo.

ERP / RIVILE

ERP requirements template for leaders

Processes, data, integrations, test scenarios and decisions to clarify before vendor comparison.

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Automation

Automation ROI calculator

A CSV table for estimating process volume, time, errors, cost and payback logic.

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AI rules

AI usage rules checklist

A practical list of what to allow, block and clarify before a ChatGPT Business, Copilot or Claude pilot.

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RIVILE integrations

RIVILE integration checklist

Data direction, error handling, test scenarios and ownership when connecting RIVILE with ecommerce or warehouse work.

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How to use

A template is not a final specification. It helps start the right conversation.

Fill only what you know. The empty parts are often the signal: they show where a diagnostic, process owner or data cleanup is needed before a tool decision.

Next step

If the template reveals too many unknowns, start with a diagnostic.

In 45 minutes we separate whether the first move should be AI, ERP/RIVILE, automation, data governance or project rescue.

Get the first-step recommendation