Agentic ERP Migration Planner

1. Description

An open-source, local-first multi-agent system designed to assist enterprises in planning ERP migrations (SAP, Oracle, Dynamics, or any legacy to modern system). The agent takes high-level input about the current ERP landscape (modules, customizations, data volume, integrations) and generates a comprehensive, phased migration roadmap with risk assessment, timeline estimation, cost modeling, and recommended acceleration strategies. Built with LangGraph orchestration and open-source LLMs, the system operates entirely offline for maximum data privacy during sensitive planning phases.

2. Executive Summary

The Agentic ERP Migration Planner addresses one of the highest-risk, highest-cost initiatives in enterprise IT: ERP system migration. By leveraging multi-agent orchestration, the system decomposes complex migration planning into specialized roles (scoping, risk analysis, phasing, cost estimation, recommendation), delivering structured, actionable outputs comparable to senior consultant deliverables. The local-first design ensures sensitive pre-migration data never leaves the organization, while remaining industry and vertical agnostic.

3. Business Strategy

3.1 Strategic Value Proposition

The planner reduces migration planning time by 60–80%, identifies risks early, provides transparent cost/timeline modeling, and suggests proven acceleration patterns. It enables internal teams to produce consultant-quality migration strategies without external vendor lock-in during initial phases, while maintaining full data sovereignty.

3.2 Regulatory Strategy

All processing occurs locally with no external API calls by default. Input data remains on-user device. Future extensions can incorporate configurable redaction and audit logging for regulated industries. The open-source nature allows enterprise security teams to review and harden the codebase.

4. Users

4.1 Target User Personas

• Enterprise Architect / IT Director: Leads migration strategy and needs rapid scenario modeling.
• ERP Program Manager: Requires detailed phased plans and stakeholder communication artifacts.
• Transformation Consultant: Uses tool internally for initial client assessments.
• CIO / CTO: Seeks high-level risk and cost overview for budget approval.

4.2 Lightweight Requirements and User Stories

As a user, I want to:

• Input current ERP details and receive a complete migration roadmap.
• See identified risks with severity and mitigation recommendations.
• Get realistic timeline and cost estimates based on system complexity.
• Compare multiple migration approaches (big bang vs phased vs hybrid).
• Export the plan as structured Markdown/PDF for stakeholder review.
• Run everything locally with no data transmission.

4.3 User Journey Map

1. User starts app → selects migration type (lift-and-shift, re-platform, re-architect).
2. Agent asks targeted questions about current system (modules, custom code %, data volume, integrations).
3. Agent analyzes input → generates scoped assessment.
4. Agent identifies risks and recommends mitigation strategies.
5. Agent proposes phased plan with timeline and cost model.
6. Agent suggests acceleration options (e.g., automated data mapping, parallel testing).
7. User reviews/edits → exports final roadmap report.

5. Design and Architecture

5.1 Phase A: Vision

Create an agentic planning system that replicates senior consultant migration methodology while operating in complete privacy.

5.2 Phase B: Business

Core capabilities: system scoping, risk identification, phasing strategy, timeline/cost modeling, recommendation engine. Success metrics: plan completeness, risk coverage accuracy, time saved vs manual planning.

5.3 Phase C: Information

State maintained in LangGraph memory: user inputs, agent outputs, risk register, phase definitions, cost assumptions. All persisted locally in JSON.

5.4 Phase D: Technology

• Orchestration: LangGraph (stateful graph workflow)
• LLM backend: Ollama with open-source models (Llama 3.1 8B default)
• Frontend: Streamlit for interactive input and report viewing
• Rules engine: Static JSON knowledge base of migration patterns and risks
• Output: Markdown report with optional PDF export

6. Rollout and Roadmap

6.1 Current State

MVP with core agents, basic migration patterns, Streamlit demo.

6.2 Future State

• Integration with real ERP metadata exports
• Team collaboration mode
• Scenario comparison dashboard
• Custom rules import for enterprise-specific patterns

6.3 Agile Delivery

PI-1: Core scoping and risk agents PI-2: Phasing and timeline engine PI-3: Cost modeling and recommendations PI-4: UI and report generation PI-5: Local persistence and export

6.4 Change Management

Open-source with clear contribution guidelines. Version-controlled migration patterns JSON for enterprise customization.

6.5 Target Value Stream

Input collection → System analysis → Risk identification → Strategy generation → Plan synthesis → Report delivery

7. Multi-Agent Model

7.1 Agent Personas

• Scoper Agent: Gathers and validates system details
• Risk Assessor Agent: Identifies technical, business, and compliance risks
• Phasing Planner Agent: Recommends migration approach and phase breakdown
• Cost Estimator Agent: Models resource and timeline costs
• Recommendation Engine: Suggests acceleration strategies and best practices
• Report Formatter: Generates structured final deliverable

7.2 Reasoning Trace

Full execution trace preserved and displayed for transparency.

7.3 Decision Matrix and Conflict Resolution

Risk scores and phase recommendations weighted by severity and business impact. Conflicts resolved by priority (compliance > cost > timeline).

8. Intelligence Platform

8.1 Unified Intelligence Stack Architecture

LangGraph as orchestrator with typed state. Agents as nodes with tool access (none external by default). All local execution.

8.2 The RAG Component (Future Extension)

Optional local vector store of enterprise migration case studies and best practices.

8.3 Observability Layer

Local logging of agent decisions and confidence scores.

9. The Model Lifecycle

• Default: Llama 3.1 8B for speed/accuracy
• Prompt templates version-controlled
• Evaluation against historical migration outcomes
• Community feedback loop for pattern improvement

10. Infrastructure

10.1 Blueprint

• Local: Docker Compose with Ollama
• Hosted demo: Hugging Face Spaces (Streamlit)
• Enterprise: On-prem deployment package

10.2 Security

No external communication. All data local. Open code for audit.

10.3 Governance and Compliance

Transparent reasoning traces. Configurable risk thresholds.

10.4 SRE

Local execution with graceful error handling.

11. Impact & Outcomes

Expected outcomes:

• 60–80% reduction in initial migration planning effort
• Early identification of high-impact risks
• More accurate budget and timeline forecasting
• Democratization of consultant-level migration expertise
• Foundation for enterprise-specific customization