We have started moving our clients running older ERP/CRM/WMS software to ODOO which is an open platform run on python. The advantage we see is it has been established for a long time but has also evolved and is now incorporating AI tools into the platform. The challenge with any software seems to be the planning and migration to align with the current workflow for your business. Any tool needs to have a current workflow as the starting point, so if nothing else map out how a potential customer reaches your business all the way to delivering the services and billing and receiving. What I have seen is most companies have redundancies or inefficient processes, and that gets exposed during implementing any software.
With a workflow outlined there are many AI tools that can help build out pieces of the puzzle or take them over all together. One other thought is AI agents are essentially employees, so build their permissions as an employee rather than a network administrator. Restrict permissions until the system proves itself to be useful and then only add access as needed. Otherwise employees can use AI to search and find any information on the network, which never ends well.
