Implementation

Weeks, not months

Activa starts with what you already have: your ERP's open-orders report and your supplier list. The rest is configuration, not development. That is why go-live is measured in weeks and the first cycle with your suppliers runs within the first month.

Why it is fast

Three reasons, and none of them is "because it is simple"

Configuration, not code.

Statuses, deadlines, calendar, cadences, texts, senders and activation rules are parameters of your client. Changing a rule does not open a project.

Adapters per system.

Your ERP's reader is written once and serves any client with that ERP. If yours already exists, it gets configured; if not, it is built on the same mold.

Technology and hands-on management.

Activa configures and runs the follow-up cycle. Ramón takes part directly in the diagnosis, the implementation and the running of the service; your team sets priorities, approves and decides.

What you need to start

A short list, and you already have almost all of it

1

Your ERP's open-orders report

In Excel or CSV, with the columns it already has: company, order number, line, supplier, description, open quantity, promised date, buyer and ship-to.

2

The supplier master with its contacts

Even if incomplete or out of date. Activa completes it with what suppliers reply in the first cycles.

3

Your list of buyers and their leads

So each one receives what is theirs.

4

Your rules

Stated in a meeting: what gets activated, with what horizon, what is excluded, which statuses and deadlines your buyers use, how often you want the cycle.

5

A sender

A mailbox on your domain with SPF, DKIM and DMARC configured, and written authorization to write in your company's name. WhatsApp is optional and requires a business number.

The first weeks

What happens, week by week (typical calendar)

1

Week 1 · Installation and first extract

We set up your own installation, load the configuration and read your first extract. By the end of the week you see your open orders in Activa, with the lines the rules would activate.

2

Weeks 2 and 3 · Shadow pilot

Activa runs the full cycle in pilot mode: nothing reaches a real supplier. We compare what Activa would activate and what it would say about each line against what your team does today, and adjust rules, texts and contacts on real data.

3

Week 4 · First real cycle

We switch off the pilot with your explicit decision. The first emails and WhatsApp messages go out to your suppliers, the replies enter the review queue and your team receives the first cycle report.

4

After that

Cycles continue on the cadence you defined. The ranking starts to make sense with the first closed cycles. Additional capabilities are switched on per key whenever you want: stock alerts, upload to your procurement portal, a living master. See Other solutions.

Pilot mode

A safeguard, not a demo

While pilot mode is on, Activa runs with your real data but can only write to the addresses you authorized: your own. Everything else is seen, measured and compared, but does not go out. The pilot is switched off by a decision of yours, on record, never because a date went by.

Activa's responsibilities and your team's

Your team decides. Activa runs it.

Activa

  • Configures the installation and the rules
  • Imports the extract every cycle or picks it up from your folder
  • Manages the sends and the reminders
  • Reviews the AI's proposals and contacts whoever does not reply
  • Prepares the cycle close report

Your team

  • Defines the rules and the statuses
  • Drops the extract where it always does, or nothing if it is already automated
  • Receives the status of its orders without asking
  • Approves what changes a date or touches a supplier
  • Uses it to decide with buyers and suppliers
One installation per client

Your data, in your installation

Every client has their own installation: database, domain, daily encrypted backups with a weekly restore test and a copy off the server. The same product, with no data shared between clients.

How long would it take you to export the open-orders report today?

If the answer is "five minutes", you are weeks away from your first cycle. In 20 minutes we confirm it together.