Plan your operations directly
from your ERP
Turn your ERP data into actionable operational schedules
in real time with Visual Planning.
- Planning Based on ERP Data
- Automatic resource allocation
- Real-time monitoring of operations
- Simplified team coordination
Your ERP system isn't enough to manage your operations
Your ERP system centralizes your data… but it isn't designed to manage your day-to-day operations.
The result:
- schedules managed separately (Excel, internal tools, etc.)
- multiple re-entries
- lack of visibility on the ground
- difficulties coordinating teams
Visual Planning complements your ERP system to turn your data into action.
How ERP Integration Works
Data is fed from your ERP
Key information is automatically retrieved from your ERP system to populate the system:
✓ sales orders
✓ production orders
✓ service calls
✓ resources
✓ equipment
Visual Planning generates your schedule
Based on this data, Visual Planning structures and optimizes your organization:
✓ team assignments
✓ task organization
✓ priority management
✓ workload visualization
The information is updated
Progress is tracked continuously to ensure a reliable and up-to-date overview:
✓ task progress
✓ time spent
✓ status of operations
Why integrate Visual Planning into your ERP?
Connecting Visual Planning to your ERP system allows you to automate planning, ensure data reliability,
and improve team coordination.
Reduction in errors
Time savings
Better visibility
Real-time operational management
Integration tailored to your business
Industry & Production
Optimization of production schedules, management of work orders, synchronization with MES and ERP.
Examples of use:
- Automated scheduling based on machine constraints
- Real-time production monitoring
- Contingency management and reallocation
Transportation & Logistics
Route planning, driver scheduling, and management of mandatory driving and rest times.
Examples of use:
- Multi-criteria route optimization
- Regulatory management of driving times
- Real-time vehicle tracking
Business Services
Scheduling of technician visits, multi-site management, and customer satisfaction tracking.
Examples of use:
- Smart assignment based on skills
- Customer tracking portal
- SLA and priority management
Health & Medical-Social Services
Scheduling of healthcare teams, on-call duty management, and compliance with staffing ratios and regulatory requirements.
Examples of use:
- Scheduling that complies with patient-to-staff ratios
- Management of emergencies and substitutions
- Full traceability for audits
Retail & Distribution
Store staffing planning, adjusting to foot traffic, and cashier skills management.
Examples of use:
- Workload forecasting based on historical data
- Time clock and automated time tracking
- Payroll cost optimization
Maintenance & Customer Service
Scheduling preventive and corrective maintenance, managing spare parts, and tracking contracts.
Examples of use:
- Automated preventive maintenance scheduling
- Parts inventory and skills management
- Automated contract reporting
Is your industry not listed?
Every project is unique. Let’s discuss your specific needs, and we’ll find the right solution for you.
Integration tailored to your environment
Visual Planning integrates seamlessly into your existing ecosystem without disrupting your current tools. Already deployed in numerous environments, it is compatible with the leading ERPs on the market:
✓ SAP
✓ Sage
✓ Microsoft Dynamics
✓ Cegid
✓ Industry-specific ERPs
Whether your ERP is standard or industry-specific, the integration adapts to your organization. Your data is automatically synchronized, allowing you to keep your ERP as a reliable source while benefiting from more visual, flexible, and efficient management.
Tailored support
At Visual Planning, integration goes beyond a simple technical connector. It is part of a comprehensive approach designed to adapt to your organization and evolve with your needs.
Our teams support you every step of the way:
Analysis of Your ERP Workflows
We conduct a detailed analysis of your current operations: data flow, types of transactions, and business constraints. This phase allows us to precisely identify the information needed for planning and to understand your on-the-ground challenges.
✓ Identification of key data
✓ Understanding of your business processes
✓ Mapping of existing data flows
Defining scheduling rules
We translate your operational needs into concrete rules within Visual Planning to help you structure your organization in an efficient and consistent manner.
✓ Task prioritization
✓ Resource and constraint management
✓ Assignment and organizational logic
Implementation of integration
We configure and deploy the connection between your ERP and Visual Planning, ensuring reliable and automated synchronization.
✓ Secure connection to your ERP
✓ Automated data exchange
✓ Testing and validation of proper functionality
Monitoring and Optimization
Once the system is up and running, we’ll continue to work with you to refine your solution and maximize its performance over time.
✓ Customization based on your specific needs
✓ Continuous improvement of schedules
✓ Guidance and support