From intelligence to agentic AI

This capability facilitates secure and contextual interaction between AI agents and the Infor M3 ERP system.

The challenge: Infor M3 ERP currently lacks a unified, AI-accessible interface layer. This means that every new automation or AI use case requires redundant API and logic design, and there is no standardized protocol to define intent, context, and response formats.

The agentic solution: We introduced an MCP server for Infor. This reusable, structured interface allows AI agents (like Charlie) to interact with Infor APIs using context-aware prompts. The MCP defines the exposed Infor APIs as tools for AI agents and establishes a secure authentication and permission model.

Key outcomes: This solution provides a centralized control and governance layer, enabling:

• A reusable protocol layer: A single MCP definition can support multiple automation use cases with consistency.
• AI-ready ERP access: Enables natural language agents to securely interact with ERP data.
• Faster time-to-automation: Reducing the need for bespoke integrations for every new use case.

This agent is built to help retail planners, inventory managers, and supply chain analysts anticipate demand changes by leveraging external market intelligence.

The challenge: Retail and fashion businesses struggle with stockouts or overstocking due to inaccurate forecasts. Traditional planning processes are often manual and siloed, failing to incorporate external factors such as promotions, weather, or customer sentiment that heavily influence demand.

The agentic solution: The Signal-Based Forecasting Agent integrates internal business data (including inventory, sales tickets, and purchase orders) with a wide array of external market signals. These signals are categorized into short-term (e.g., weather, holidays), medium-term (e.g., emerging styles, campaigns), and long-term (e.g., historical sales trends) influencers.

Charlie uses AI/ML models to combine this internal data with weighted external signals. The agent then forecasts SKU level demand and suggests future purchase order (PO) quantities and required in-house dates across various time windows.

Key outcomes: This automation:

• Reduces stockouts and excess inventory by anticipating real demand.
• Incorporates external signals to dramatically improve forecast accuracy.
• Automates the creation of data-backed PO recommendations, freeing planners from manual spreadsheet analysis.

This use case is designed for ERP consultants and release managers supporting Infor M3 clients, helping them identify which feature releases will impact their business and plan accordingly.

The challenge: Infor M3 publishes multiple release updates annually, requiring consultants to manually read detailed release notes, identify affected modules, and cross-check changes against each client’s custom configurations and source code. This process is error-prone, highly repetitive, and risks missing critical compliance tasks.

The agentic solution: Charlie’s multi-agent architecture completely automates the release analysis process. When a new M3 release report is published, a coordinated team of agents goes into action:

• A Release Report Analyzer Agent parses the document.
• The Client Resource Analyzer and Source Code Agent check the client’s configurations and customizations.
• An Impact Analysis Agent compares the changes with the client-specific setup.
• A Jira Integration Agent then auto-generates tickets detailing the required changes, complete with full context and module references. These tickets are automatically assigned to the correct consultant.

Key outcomes: This agentic workflow provides consultants with a complete, pre-assessed set of tasks before they even open the release report. It saves 80–90% of the time spent on manual analysis, prevents missed critical changes, and builds client trust through consistent, intelligent foresight

These innovations aren’t theoretical, they’re already being piloted across supply chain, retail, and ERP operations. At Fortude, we believe the pathway from intelligence to agency is not just the future, it’s here. If you’re looking to streamline complex processes, gain predictive foresight, and empower your teams with proactive AI, now is the time to explore how Charlie and CharlieX can transform your enterprise operations.