Resources

CloudConnect, AI, and ERP Resources.

Organized guidance for enterprise teams improving ERP workflows, integration, automation, reporting, support, and human-in-the-loop AI. Public project material appears here only after approval.

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CloudConnect CloudConnect for SQL access to CloudSuite Industrial 8 min read CloudConnect How ERP catalog, order, inventory, and pricing integrations should be built 7 min read AI for ERP A practical way to use AI for SyteLine exception review 7 min read AI for ERP AI-assisted ERP support triage that still respects expert review 6 min read Project Notes How a SyteLine payroll export becomes a controlled workflow 6 min read

CloudConnect

SQL-to-cloud ERP access, integration, reporting, monitoring, and data movement guidance.

2 articles
SQL Server Management Studio-style view showing a public-safe SLItems query and item master result grid.
CloudConnect Product Walkthrough 8 min read

CloudConnect for SQL access to CloudSuite Industrial

A practical walkthrough of how CloudConnect keeps SQL Server reporting, validation jobs, Power BI, and integration workflows connected to CloudSuite Industrial cloud data.

CloudConnectCloudSuite IndustrialSQL Server
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Integration operations dashboard showing ERP catalog, inventory, pricing, and order sync activity.
CloudConnect Integration Walkthrough 7 min read

How ERP catalog, order, inventory, and pricing integrations should be built

A walkthrough of the integration pattern behind product catalog, order, inventory, pricing, discount, cost, and customer data movement.

IntegrationInventoryOrders
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AI for ERP

Human-in-the-loop AI opportunities grounded in real ERP support, reporting, and workflow patterns.

2 articles
AI-assisted exception review cockpit with scored ERP issues and human approval status.
AI for ERP How-To Guide 7 min read

A practical way to use AI for SyteLine exception review

How to turn existing ERP reports, imports, posting checks, and support signals into a human-reviewed AI exception workflow.

AI for ERPExceptionsHuman Review
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ERP support triage workspace showing an intake chat, missing evidence checklist, and expert queue.
AI for ERP How-To Guide 6 min read

AI-assisted ERP support triage that still respects expert review

How to design an AI support intake workflow that gathers useful ERP context before an expert starts troubleshooting.

SupportAI TriageSyteLine
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Project Notes

Approved-safe implementation lessons from recurring SyteLine and CloudSuite project work.

2 articles
Payroll export validation screen showing staged SyteLine time rows, earn code mapping, and export status.
Project Notes Project Summary 6 min read

How a SyteLine payroll export becomes a controlled workflow

A public-safe project summary showing how payroll export work moves from spreadsheet preparation into staged validation and controlled output.

SyteLinePayrollExport
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Lockbox import review table showing parsed bank file rows, validation messages, and posting controls.
Project Notes Project Summary 6 min read

A lockbox import should validate before it posts

A public-safe walkthrough of a SyteLine lockbox import pattern: parse the bank file, stage the rows, validate every risk, then post only after review.

SyteLineLockboxImport
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White Papers

Longer guides, readiness checklists, and decision frameworks for ERP leaders.

2 articles
Reporting modernization dashboard showing source logic, calculation checks, and decision metrics.
White Papers White Paper 8 min read

Modernizing SyteLine reports without losing the business logic

A practical guide to replacing spreadsheet-heavy reporting with supportable SyteLine report logic, dashboards, and decision views.

ReportingDataViewsDashboards
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Upgrade readiness board showing custom object inventory, validation scenarios, and owner signoff.
White Papers Checklist 7 min read

Upgrade readiness for customized SyteLine environments

A readiness checklist for teams with forms, reports, SQL, events, imports, exports, integrations, UETs, and IDOs that must survive an upgrade.

UpgradeSyteLineValidation
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Case Studies

Anonymized examples and public case studies after customer and legal approval.

2 articles
Manufacturing replenishment workspace with component demand, alternate locations, and a receiving label preview.
Case Studies Anonymized Project Summary 7 min read

Anonymized project summary: JIT replenishment and PO label workflow

A public-safe walkthrough of how replenishment reporting and receiving-label output can reduce manual shop-floor handoffs.

InventoryLabelsManufacturing
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ERP portal order sync monitor showing API paging, ERP order matching, and external reference updates.
Case Studies Anonymized Project Summary 7 min read

Anonymized project summary: ERP portal and order synchronization

A public-safe project summary for synchronizing portal orders, inventory, pricing, customer references, and ERP order status.

PortalOrdersData Sync
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More coming

CloudConnect posts, AI posts, project notes, white papers, and approved case studies can all publish from this same structure.

Markestro agents can draft new posts in insights-data.js, generate preview pages, route them through Slack approval, and publish only after review.

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