Distribution and wholesale workflows

All examples show typical AITEHO implementations.

The starting point

The selected workflow

Discovery selects one process, one CRM and an owner. The baseline and acceptance criteria are documented.

Human approval

The paid pilot uses a limited dataset. The planning target is 2–4 weeks after access is available; the schedule is confirmed against scope.

Integrations and permissions

Example

Pilot measurements

The agreed workflow is tested for sources, duplicates, permissions, failures and recovery. Results are accepted jointly.

Launch and training

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.

Support hours, language, response times and spending limits are agreed separately. Around-the-clock support is not included automatically.

Quotes are itemised: delivery, licences, hosting, calls and model usage. Taxes and VAT are confirmed for each agreement.

Support and development

The pilot verifies the agreed process. Lead volumes, meetings, sales and revenue are not guaranteed.

All examples show typical AITEHO implementations.

Finland · B2B

Discovery selects one process, one CRM and an owner. The baseline and acceptance criteria are documented.

Data handling

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

Scope and terms

The agreed workflow is tested for sources, duplicates, permissions, failures and recovery. Results are accepted jointly.

Paid pilot · 2–4 weeks

External messages and documents are sent after human approval. Commercial decisions belong to authorised people.

Human approval

CRM and ERP integrations are implemented per project. APIs, licences and compatibility are reviewed before estimation.

The starting point

The selected workflow

Data regions, providers, retention and support access are agreed before launch. A DPA is prepared where applicable.

Human approval

EEA hosting alone does not cover external model processing. Data flows and authorised processors are documented.

Integrations and permissions

Implementation includes agreed integrations, training, operating instructions and acceptance. The client appoints an operational owner.

Pilot measurements

Support hours, language, response times and spending limits are agreed separately. Around-the-clock support is not included automatically.

Testing and acceptance

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.

Launch and training

All examples show typical AITEHO implementations.

Support and development

Business

Solutions

CRM and sales support

IT infrastructure

Document workflows

Internal assistants

ERP and data integration

Analytics

Resources

Articles and guides

AITEHO Europe