iAssist™ AI Layer

Intelligence inside the workflow. People in control.

iAssist™ brings AI-assisted analysis, guidance, and decision support directly into iApprove™ workflows—helping people make faster, better-informed decisions while QAD remains the system of record.

Book a Demo See How iAssist™ Works

✓AI-Assisted. Human-Directed.

✓Embedded across iApprove™ workflows.

✓Real-time QAD context and controlled execution.

Not a standalone AI tool. Intelligence operates inside the workflow and its controls.

Embedded Intelligence Architecture

iAssist™ Understand & Assist

AI Intelligence Layer

Analyze

Interpret

Identify

Recommend

iApprove™ Orchestrate · Data-Driven Routing · Policy · Control · Audit

Workflow & Approval Platform

People remain in control. Review context, exercise judgment, and authorize the decisions that matter.

Human-Directed

QAD Live ERP context informs the workflow. Approved actions execute back into QAD.

System of Record

What Is iAssist™?

AI that works inside the process—not outside it.

iAssist™ is the intelligence layer embedded across iApprove™. It helps the workflow understand incoming information, recognize what matters, surface issues, and give people better context for the decision in front of them.

Rather than relying on a disconnected generic chatbot or separate AI application, iAssist™ brings analysis and conversational assistance into the controlled workflow itself. Business rules, roles, approvals, security, auditability, and QAD integration stay in place while AI helps reduce repetitive review and improve the quality and speed of decision-making.

AI-Assisted. Human-Directed. iAssist™ can analyze, identify, summarize, guide, and recommend. People retain responsibility for the decisions and approvals that matter.

One Connected Architecture

iAssist™ Adds Intelligence

Understands information and gives the workflow and its users richer context.

Analyze Interpret Identify Guide & Recommend

iApprove™ Orchestrates the Workflow

Applies the defined workflow, data-driven approval routing, business rules, approvals, permissions, escalation, governance and audit controls, and QAD execution.

Validate Data-Driven Routing Approve & Escalate Govern & Audit

People make the decisions that matter. AI improves context and speed without removing human accountability.

Human Control

QAD System of Record

Current QAD information can inform the workflow, and validated approved actions can execute back into QAD in real time.

Live Context Create / Update Execute

															iApprove™ orchestrates the workflow.
															iAssist™ adds intelligence to the workflow.
															People remain in control.
															QAD remains the system of record.
													

How Intelligence Enters the Workflow

From incoming request to controlled execution.

iAssist™ adds intelligence where work actually enters the process—helping interpret unstructured information, surface what matters, and give people better context before iApprove™ applies the workflow controls and approved actions reach QAD.

Business Inputs

Email & Requests Purchase requests, supplier changes, approvals, and process instructions.

Documents & Forms Invoices, supplier forms, attachments, supporting documents, and submitted data.

QAD & Workflow Context Current ERP data, workflow history, business rules, and prior decisions.

Embedded Intelligence

iAssist™ Understand the request. Surface what matters.iAssist™ analyzes incoming information, structures relevant data, identifies issues, and provides decision context before the workflow moves forward.

AI Layer

AnalyzeRead incoming information

InterpretDetermine intent and context

ExtractStructure relevant data

IdentifySurface issues and exceptions

GuideSuggest next steps

iApprove™ Apply the defined workflow, data-driven approval routing, policy, approvals, and governance controls.

Workflow Control

Validate Route by Data & Rules Apply Policy Approve & Escalate Audit

Human Decision

Human-Directed

People decide what happens next.

iAssist™ can surface context, risk, missing information, and recommendations. The accountable user reviews the information and makes the decision.

Approve Reject Request Info Redirect

QAD Execute / Update in Real Time

System of Record

iAssist™ can recommend. iApprove™ controls the process. People authorize the decision. QAD records the result.

Intelligence Capabilities

What iAssist™ actually does inside the workflow.

The value of iAssist™ is not a list of AI features. It is how intelligence helps the workflow understand incoming information, identify what deserves attention, guide the next step, and give people better context for the decision in front of them.

Understand

Turn incoming information into usable workflow context.

Analyze emails, documents, forms, and attachments
Identify document type and extract the information relevant to that document—such as quote details, specifications, or contract renewal dates
Auto-fill iApprove™ request forms from W-9s, supplier invoices, or customer purchase orders used in downstream QAD Sales Order workflows
Bring unstructured requests into a controlled process

Identify

Surface what deserves attention before it becomes a problem.

Missing or incomplete information
Inconsistencies and conflicting data
Potential duplicates or unusual conditions
Exceptions and higher-risk changes

Guide

Help users understand what may need to happen next.

Provide routing and escalation guidance
Support workflow and approval-rule design and configuration
Suggest coding, validation, or next actions
Help standardize how similar requests are handled

Inform

Give people better context for faster, more consistent decisions.

Use relevant QAD and workflow context
Query QAD and other approved data sources conversationally for transaction research
Get how-to guidance for iApprove™ user and administrative functions
Provide decision support without replacing judgment

People decide. iAssist™ assists. AI can read, organize, surface, and guide—while accountability remains with the people and processes responsible for the decision.

AI-Assisted. Human-Directed.

AI can surface the issue. People make the call.

Human-in-the-loop is not a disclaimer added after the AI. It is part of the workflow design. iAssist™ helps assemble the facts, highlight what changed, and explain why something may need attention—then the accountable user decides what happens next.

Example: Supplier Banking Change

Higher-risk change detected

A supplier submits updated banking information as part of an existing supplier-change workflow.

Banking information changed Financial data differs from the supplier's current record.

Verification document required Supporting documentation is expected before approval.

Supplier history available Prior workflow activity and QAD supplier context are available for review.

Workflow controls remain active Roles, permissions, required review, and audit controls continue to govern the process.

iAssist™ Decision Support

Additional Finance Review

iAssist™ can surface the change, supporting context, and reason additional review may be appropriate.

Higher-risk data changed Verification still required Finance review is part of policy

Recommendation—not authorization. iApprove™ workflow rules determine who must review and who has authority to approve.

Human Decision Required

Review. Decide. Authorize.

The responsible user sees the issue, the supporting context, and the workflow requirements before taking action.

Approve Reject Request Information Escalate / Redirect

Accountability stays with the person. The decision and resulting workflow action remain visible and auditable.

AI provides context. Not hidden logic.

iApprove™ applies policy and routing. Data and rules govern the path.

People exercise judgment. Not autonomous approval.

QAD records the result. Not a disconnected AI system.

iAssist™ Across Workflow Areas

One intelligence layer. Many QAD-centered workflows.

iAssist™ is not a separate AI experience bolted onto each application. The same intelligence layer works inside iApprove™ workflows across the enterprise. The Workflow Areas below are representative examples—not the limits of where iAssist™ can add intelligence.

01 Workflow Area

Purchasing

Help understand purchasing requests before approval begins.

AnalyzeEmail and document requests

StructureRequisition information for workflow processing

ValidateRequired supplier quotes, requested-item relevance, and supporting information before approval

GuideRouting guidance and approval context

Business impact Less manual interpretation. Better requests entering the approval process.

02 Workflow Area

Supplier Lifecycle Management

Add intelligence to supplier review, validation, and control.

AnalyzeSupplier forms and supporting documents

ValidateSubmitted information and required documentation

IdentifyPossible duplicates, conflicts, or higher-risk changes

AssistCompliance review and approval context

Business impact Stronger review with less repetitive manual checking.

03 Workflow Area

Invoice & AP Workflow

Focus human attention on invoices and exceptions that need it.

AnalyzeInvoices, emails, and supporting attachments

ExtractInvoice content for validation and workflow use

ExplainMismatches, missing information, and exceptions

AssistCoding, routing guidance, and approval context

Business impact Faster exception handling and more informed AP decisions.

04 Workflow Area

Enterprise Workflow Automation

Bring structured intelligence to Finance, Operations, Compliance, HR, Quality, Sales, Materials, and other QAD-centered workflows.

InterpretEmail-based requests and process intent

Research & DraftRelevant QAD or other approved data and a suggested response

GuideProvide context and recommendations while iApprove™ applies configured workflow and approval rules

ActAfter approval, send responses, perform configured QAD/workflow actions, or create calendar events

Business impact More consistent decisions across enterprise workflows that once depended on email and manual judgment.

The common thread Different business processes. The same controlled intelligence model.

iAssist™ understands and assists. iApprove™ orchestrates and controls. People remain accountable. QAD remains the system of record.

Business Value

Augment the workflow. Not the headcount.

iAssist™ is designed to take repetitive interpretation, review, and information gathering out of the path of the people who actually need to make decisions. The result is not fewer controls—it is less administrative friction inside the controls you already rely on.

Less Manual Review

Let iAssist™ handle repetitive reading, extraction, comparison, and organization before a request reaches the person who needs to act.

Result People spend more time on exceptions and decisions—not administrative review.

Faster Decisions

Give approvers the relevant context, supporting information, and potential issues before they begin their review.

Result Less time spent searching for information and clarifying incomplete requests.

Better Consistency

Apply the same intelligence, workflow context, and review logic across similar requests instead of relying on who happens to receive the email.

Result More predictable decisions across users, locations, and business processes.

Greater Accuracy

Reduce repetitive data entry and surface missing, inconsistent, or conflicting information earlier in the process.

Result Cleaner information reaches the workflow and ultimately QAD.

What We Mean By

“Workflows on Steroids”

The workflow already provides structure, data-driven routing, approval logic, controls, and auditability. iAssist™ adds intelligence to make that workflow faster, smarter, and easier for people to operate.

AI-Assisted. Human-Directed.

Trust & Governance

Not a bolt-on. Not a black box.

iAssist™ is designed to operate inside defined iApprove™ workflows—not outside them. Roles, permissions, data-driven routing, business rules, approvals, auditability, and QAD integration remain part of the iApprove™ process while AI adds analysis and decision support.

Human Authority

AI assistance does not remove approval accountability.

The responsible user can review the context, exercise judgment, and make the decision required by the workflow.

Workflow Controls

AI operates inside the process—not around it.

iApprove™ data-driven routing, permissions, required approvals, escalation paths, and business rules continue to govern how work moves.

Auditability

The decision path remains visible.

Requests, supporting information, workflow actions, decisions, and resulting transactions remain part of the controlled audit trail.

QAD Context

AI does not operate in isolation from the ERP.

Relevant QAD data can help inform the workflow so users have current business context when reviewing a request or exception.

Controlled Execution

Approved actions reach QAD through the governed workflow.

iAssist™ does not independently decide to create or change ERP transactions outside the controls established by iApprove™.

The Control Principle iAssist™ does not replace your controls. It operates inside them.

Intelligence can help people understand what is happening and what deserves attention without turning the workflow into an autonomous, unaudited AI process.

AI-Assisted. Human-Directed.

Proven Workflow Foundation

Built on business processes already proven in QAD environments.

iAssist™ extends the same controlled, QAD-integrated workflow foundation ISSG customers already use across Purchasing, Supplier Lifecycle Management, Invoice & AP Workflow, and other QAD-centered business processes. The examples below demonstrate the underlying workflow use cases iAssist™ can enhance—not a claim that these historical projects used today’s AI capabilities.

From Workflow to Intelligence Proven workflows. A foundation for AI-assisted intelligence.

The customer examples below demonstrate the kinds of QAD-integrated business processes that ISSG has already helped organizations streamline and control. iAssist™ builds on that proven workflow foundation by adding AI-assisted analysis, guidance, and decision support to similar processes.

Purchasing Established Workflow Foundation

Bimeda

Accelerating PO Approvals and MRP Buys

A purchasing workflow foundation that demonstrates how structured intake, data-driven approval routing, and QAD execution can be streamlined before AI-assisted analysis and guidance are added.

Where iAssist™ can add intelligence Request interpretation · missing information · approval context

View Project Snapshot

Supplier Lifecycle Management Established Workflow Foundation

MiMedx

Strengthening Supplier Onboarding – Enhancing Compliance and Fraud Prevention

A controlled supplier workflow that demonstrates the value of stronger validation, compliance review, approvals, and auditability around supplier data entering QAD.

Where iAssist™ can add intelligence Document analysis · duplicate/conflict detection · risk review

View Project Snapshot

Invoice & AP Workflow Established Workflow Foundation

Detroit Chassis

Modernizing Procure-to-Pay at Detroit Chassis

A connected purchasing and AP workflow foundation demonstrating how requisitions, approvals, QAD PO creation, invoice matching, exceptions, non-PO coding, and QAD voucher creation can be streamlined around QAD.

Where iAssist™ can add intelligence Request and invoice analysis · exception explanation · coding and routing guidance

View Project Snapshot

AI-Assisted Workflow in Action

01 Incoming Request Email, form, document, or business request

02 iAssist™ Analyze, interpret, identify, and guide

03 iApprove™ Orchestrate, route by data and rules, control, and audit

04 Human Decision Review context and authorize the action

05 QAD Execute, update, and remain system of record

Faster Less repetitive review

Smarter Better decision context

Controlled People and policy remain in charge

AI-Assisted. Human-Directed.

See what AI-assisted workflows could look like in your QAD environment.

Bring us a real QAD-centered workflow or business process. We’ll show you where iAssist™ can add intelligence—while preserving iApprove™ workflow controls, human accountability, and QAD integration.

iApprove™ orchestrates. • iAssist™ adds intelligence. • People remain in control. • QAD remains the system of record.

Book a Demo Explore the iApprove™ Platform

Intelligence inside the workflow. People in control.

AI that works inside the process—not outside it.

From incoming request to controlled execution.

What iAssist™ actually does inside the workflow.

Understand

Identify

Guide

Inform

AI can surface the issue. People make the call.

Higher-risk change detected

Additional Finance Review

Review. Decide. Authorize.

One intelligence layer. Many QAD-centered workflows.

Purchasing

Supplier Lifecycle Management

Invoice & AP Workflow

Enterprise Workflow Automation

Augment the workflow. Not the headcount.

Less Manual Review

Faster Decisions

Better Consistency

Greater Accuracy

Not a bolt-on. Not a black box.

Human Authority

Workflow Controls

Auditability

QAD Context

Controlled Execution

Built on business processes already proven in QAD environments.

Bimeda

MiMedx

Detroit Chassis

See what AI-assisted workflows could look like in your QAD environment.

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