Discovery selects one process, one CRM and an owner. The baseline and acceptance criteria are documented.
The paid pilot uses a limited dataset. The planning target is 2–4 weeks after access is available; the schedule is confirmed against scope. Plan a pilot The agreed workflow is tested for sources, duplicates, permissions, failures and recovery. Results are accepted jointly.
The starting point
External messages and documents are sent after human approval. Commercial decisions belong to authorised people.
CRM and ERP integrations are implemented per project. APIs, licences and compatibility are reviewed before estimation. Paid pilot: one process, 2–4 weeks, agreed scope and acceptance criteria. Data regions, providers, retention and support access are agreed before launch. A DPA is prepared where applicable.
The selected workflow
EEA hosting alone does not cover external model processing. Data flows and authorised processors are documented.
Implementation includes agreed integrations, training, operating instructions and acceptance. The client appoints an operational owner.
Human approval
Support hours, language, response times and spending limits are agreed separately. Around-the-clock support is not included automatically. Human approval Quotes are itemised: delivery, licences, hosting, calls and model usage. Taxes and VAT are confirmed for each agreement.
The pilot verifies the agreed process. Lead volumes, meetings, sales and revenue are not guaranteed.
Integrations and permissions
This guide uses Kaarna Components data to show how to scope and test a workflow.
- Example All examples show typical AITEHO implementations.
- Finland · B2B Discovery selects one process, one CRM and an owner. The baseline and acceptance criteria are documented.
- Paid pilot: one process, 2–4 weeks, agreed scope and acceptance criteria. The paid pilot uses a limited dataset. The planning target is 2–4 weeks after access is available; the schedule is confirmed against scope.
The agreed workflow is tested for sources, duplicates, permissions, failures and recovery. Results are accepted jointly. Human approval External messages and documents are sent after human approval. Commercial decisions belong to authorised people.
Pilot measurements
CRM and ERP integrations are implemented per project. APIs, licences and compatibility are reviewed before estimation. Plan a pilot Data regions, providers, retention and support access are agreed before launch. A DPA is prepared where applicable.
EEA hosting alone does not cover external model processing. Data flows and authorised processors are documented.
