Product Spotlight: WM Synergy’s InsightsAI – an AI Experience Layer into your ERP Data

Stop Waiting for Answers. Just Ask.

InsightsAI for ERP transforms how manufacturers interact with their data — turning static reports and analyst bottlenecks into real-time conversation.

The Data Is There. Getting to It Isn’t.

If you run a manufacturing business, your ERP system is the backbone of everything — jobs, costs, margins, orders, schedules. The data is all there. But for most teams, actually getting answers out of it is a different story entirely.

Reports take time to build and are outdated by the time they land. Questions get queued behind analysts. Meetings that should be about making decisions get eaten up by gathering data. And when something changes on the floor or in the market, the business has to wait — sometimes days — for the numbers to catch up.

This is the bottleneck that InsightsAI for ERP, developed by WM Synergy, is built to eliminate.

Instead of static dashboards and delayed answers, InsightsAI turns analytics into an interactive, real-time dialogue.

What Is InsightsAI?

InsightsAI is a conversational AI assistant purpose-built for manufacturers. It connects directly to your ERP and Power BI environment and allows any user — regardless of their technical skill level — to ask questions in plain language and get immediate, visual answers.

No SQL. No pivot tables. No waiting on a report request. Just ask, and get the answer.

Real Questions InsightsAI Answers Instantly

• “Why did margin drop last week?”
• “Which jobs are driving labor overruns?”
• “What orders are at risk of missing shipment?”

Those aren’t hypotheticals — they’re the kinds of questions that drive real decisions in manufacturing every single day. InsightsAI delivers answers to them in seconds, complete with visualizations, trend context, and actionable recommendations.

What InsightsAI Delivers

InsightsAI is built around five core capabilities that address the full spectrum of how manufacturers need to work with data:

1. CONVERSATIONAL ANALYTICS
   Ask in natural language, get immediate visual answers tied to live ERP data.
2. REAL-TIME DECISION SUPPORT
   Analyze KPIs, trends, and exceptions the moment they emerge — no waiting.
3. CONTEXT-AWARE INSIGHTS
   Results include explanations, trends, and recommendations — not just numbers.
4. ROLE-BASED INTELLIGENCE
   Production, finance, ops, and customer service each see role-relevant insights.
5. ENTERPRISE-GRADE SECURITY
   Built on Azure AI with Microsoft Entra governance and role-based access control.

and is powered by Power BI analytics, Azure AI, conversational & multi-agent AI, and secure ERP access.

Real Impact, Already Happening

InsightsAI isn’t theoretical. Early pilots are already delivering measurable results across manufacturing organizations — and the gains show up in places that matter.

Beyond the headline numbers, customers are reporting:

• Stronger collaboration between operations and leadership
• More productive meetings focused on decisions, not data gathering
• Consistent gains in speed, clarity, and confidence across the organization

When everyone in the organization has access to the same real-time picture — and can query it in their own language — the whole business moves faster.

Built for Manufacturers. Specifically.

InsightsAI isn’t a generic AI tool repurposed for manufacturing. It was designed from the ground up for the way small and midsize manufacturers actually work — and it supports the ERP platforms they run on.

Infor VISUAL | Infor SyteLine (CSI) | Infor XA | Acumatica

And because InsightsAI is portable, your analytics investment travels with you — even if you migrate ERP platforms down the road. Your team’s workflows, their data literacy, and the AI experience they’ve built don’t get left behind.

How InsightsAI Works

The technical architecture behind InsightsAI combines four layers working in concert:

1. Power BI Analytics connects to your ERP data
2. Azure AI orchestration interprets queries
3. Conversational & multi-agent AI generates contextual answers
4. Secure ERP data access with role-based controls

All delivered through a familiar chat-based interface — no new system to learn, no dashboard to navigate. Users interact with their ERP data the same way they message a colleague.

Why WM Synergy

InsightsAI is developed by WM Synergy, the team behind an award-winning Power BI for ERP platform and decades of deep manufacturing expertise. Over the past year, WM Synergy introduced the first conversational AI assistant designed specifically for ERP-driven manufacturers — bridging data, intelligence, and action in one solution.

This isn’t a pivot into AI. It’s a natural evolution of work WM Synergy has been doing for years: helping manufacturers get more out of their ERP data, faster.

The Bottom Line

InsightsAI for ERP fundamentally changes how manufacturers interact with their data.

• No more waiting. No more static dashboards. No more guesswork.
• Just clear answers, real-time insight, and confident action — through conversation.
• InsightsAI is not a generic AI chatbot. It’s a manufacturing-grade analytics companion.