Agentic ERP Migration Planner
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.
Open-Source Stack Highlights
QueryForge leverages a modular, high-integrity open-source stack to provide deterministic multi-agent reasoning while maintaining a strictly local, zero-egress security posture.
- • LangGraph Orchestration for deterministic multi-agent flows across scope, risk, and cost.
- • Local Reasoning Engine utilizing open LLMs (LLaMA / Mistral / Mixtral) via Ollama.
- • Rule-Augmented Planning via a Python engine for precise cost and timeline estimation.
- • Sovereign Context with local vector indexing for ERP artefacts and assumptions.
- • Immutable Runtime containerized via Docker / Podman for air-gapped environments.
- • White-Box Auditing with explicit reasoning trace storage for executive review.
- • Modular Extensions architected for industry- and ERP-specific knowledge plug-ins.
- • Zero-Egress Security with no external APIs or telemetry collection by design.
Executive Summary: Distill-R1 Framework
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.
Strategic Imperative: Mastering Migration Complexity
ERP migration planning sits at the critical intersection of enterprise finance, core operations, and technology risk. [cite_start]It is typically initiated by regulatory changes, platform end-of-life, or M&A activity, yet is often executed with fragmented ownership[cite: 1]. [cite_start]The Agentic ERP Migration Planner transforms this process into a repeatable, explainable planning intelligence layer[cite: 1].
1. Strategic Value for Transformation Leadership
[cite_start]Designed for strategy-adjacent operators, this capability supports leaders deciding how and when to migrate long before implementation begins[cite: 1]:
| Persona | Strategic Application |
|---|---|
| Transformation Offices | [cite_start]Evaluating migration options, timing, and scope as part of broader business transformation[cite: 1]. |
| CIO & Architecture | [cite_start]Translating business constraints into feasible paths without premature vendor lock-in[cite: 1]. |
| Finance Leadership | [cite_start]Modeling cost exposure, dual-run risk, and CapEx vs. OpEx trade-offs before funding[cite: 1]. |
| Value Assurance | [cite_start]Establishing defensible baseline plans to govern delivery partners and integrators[cite: 1]. |
Decision Support vs. Operational Tooling
[cite_start]QueryForge operates upstream of implementation, replacing static slideware and consultant-only models with an active intelligence layer[cite: 1].
2. Core Strategic Capabilities
Explicit Trade-offs
[cite_start]Make migration decisions backed by explicit assumptions and transparent trade-off modeling[cite: 1].
Strategy Comparison
[cite_start]Objectively compare alternative migration strategies long before contractual or vendor lock-in[cite: 1].
Knowledge Retention
[cite_start]Retain critical institutional knowledge beyond the lifecycle of individual consultants or programs[cite: 1].
Capability Maturity
[cite_start]Treat ERP migration planning as a core enterprise capability rather than a one-off engagement[cite: 1].
Target User Personas: Strategic Transformation Stakeholders
QueryForge aligns specialized enterprise personas to ensure that complex ERP migration planning translates into reduced risk, financial predictability, and architectural integrity.
CIO / Head of Apps
Technology Governance
Goals: Reduce migration risk, ensure architectural coherence, and maintain executive confidence.
Pain Points: Fragmented inputs from vendors and lack of transparent rationale for timelines.
QueryForge Value: Stress-tests alternative migration approaches through deterministic reasoning.
CFO / Finance Lead
Financial Modernization
Goals: Predict Total Cost of Ownership (TCO) and understand financial exposure during dual-run phases.
Pain Points: Poor cost visibility and over-optimistic timelines from external advisors.
QueryForge Value: Models cost vs. speed trade-offs to align with finance modernization goals.
Enterprise Architect
System Integrity
Goals: Rationalize customizations and preserve core principles while reducing technical debt.
Pain Points: One-size-fits-all templates and inadequate traceability from constraints to decisions.
QueryForge Value: Provides scenario-based planning with full traceability for architectural rationalization.
Transformation Manager
Execution Predictability
Goals: Deliver predictable phased plans and identify critical-path risks early.
Pain Points: Poor visibility into cross-domain dependencies and static plans that collapse under complexity.
QueryForge Value: Automates dependency mapping and provides explainable reasoning for sequencing decisions.
Requirements & Strategic User Journey
QueryForge is engineered to bridge the gap between high-level strategic intent and technical execution by automating the decomposition of complex ERP landscapes into auditable, sovereign planning assets.
Core Functional Requirements
- Landscape Capture: Ingest high-level ERP landscape inputs without requiring deep technical discovery.
- Modular Decomposition: Decompose migration planning into modular, auditable reasoning steps.
- Roadmap Generation: Generate phased roadmaps integrated with risks, costs, and dependencies.
- Data Sovereignty: Operate fully offline to protect sensitive enterprise data and intellectual property.
01d. Technical Rollout Roadmap (SAFe + PI Mapping)
The implementation strategy for QueryForge sequences migration planning capabilities into prioritized Program Increments (PIs). This roadmap prioritizes the delivery of a sovereign planning intelligence baseline before scaling into complex multi-ERP portfolio optimization.
SAFe PI Roadmap: Transformation Readiness Increments
[Diagram Placeholder: SAFe PI Roadmap – Distillation of Planning Capabilities]
Visualizing the technical progression from single-domain logic to enterprise-wide portfolio orchestration.
Multi-Agent Reasoning Chain: The Migration "Logic Swarm"
[cite_start]QueryForge decomposes ERP migration planning into specialized reasoning agents, each responsible for a bounded cognitive task[cite: 1]. [cite_start]This ensures that every aspect of the transformation—from scope normalization to resource demand—is handled with the nuance of a senior expert[cite: 1].
1. The Autonomous Workforce (Agent Personas)
| Agent Role | Reasoning Engine | Strategic Responsibility |
|---|---|---|
| Lead ERP Architect | Scope Analysis Agent | [cite_start]Normalizes inputs and identifies migration complexity drivers[cite: 1]. |
| Migration Program Director | Dependency & Phasing Agent | [cite_start]Maps cross-module dependencies and proposes feasible sequencing[cite: 1]. |
| Risk & Compliance Officer | Risk Assessment Agent | [cite_start]Assigns likelihood and impact scores to technical and regulatory risks[cite: 1]. |
| Finance Transformation Advisor | Cost & Timeline Agent | [cite_start]Estimates effort and duration using confidence intervals, not point estimates[cite: 1]. |
2. The “Reasoning Trace” (Transparent Auditing)
[cite_start]To satisfy executive trust and regulatory requirements, QueryForge maintains a full provenance of every planning decision[cite: 1]:
[Lead_Architect]: Normalized Finance module. [cite_start]Identified high-complexity customization in G/L posting logic[cite: 1].
[Program_Director]: Flagged sequencing conflict. [cite_start]Custom G/L logic must be brownfield-ready before Treasury migration[cite: 1].
[cite_start][Finance_Advisor]: Adjusting cost confidence band for Phase 1. 20% contingency added for custom logic validation[cite: 1].
Collaborative Advisory Dynamics
[cite_start][Image: Multi-Agent Distillation & Decision Flow diagram representing agents challenging assumptions and surfacing conflicts [cite: 1]] [cite_start]Visualizing how specialized agent personas mirror real-world consulting dynamics[cite: 1].
View Decision Matrix & Conflict Resolution Strategy
When agents disagree, the system applies structured resolution logic to ensure decisions remain intentional[cite: 1]:
| Conflict Factor | Resolution Logic |
|---|---|
| Strategic Priority | Weighted criteria: Risk > Regulatory Impact > Cost > [cite_start]Time[cite: 1]. |
| Constraint Precedence | [cite_start]Regulatory requirements take precedence over operational optimization[cite: 1]. |
| Decision Convergence | [cite_start]Explicit trade-off articulation is generated rather than silent convergence[cite: 1]. |
[cite_start]This Reasoning Trace ensures every recommendation is inspectable, replayable, and defensible to stakeholders[cite: 1].
Intelligence Platform Model Lifecycle
The QueryForge lifecycle is architected for continuous re-planning rather than static, one-off analysis. This iterative approach ensures that migration strategies remain synchronized with evolving enterprise constraints and ERP metadata changes.
1. The Iterative Planning Loop
| Lifecycle Phase | Functional Action | System Outcome |
|---|---|---|
| Initialize | Load high-level ERP landscape data and business constraints. | Structured Planning Context. |
| Reason | Trigger multi-agent planning, decomposition, and synthesis. | Heuristic Migration Scenarios. |
| Validate | Execute cross-agent consistency checks and rule validation. | Architecturally Coherent Plans. |
| Audit | Persist the full reasoning trace, metadata, and assumptions. | Immutable Audit Trail. |
| Evolve | Re-run planning cycles as inputs, costs, or risks change. | Dynamic Strategy Alignment. |
Continuous Planning Lifecycle
Visualizing QueryForge as a living decision-support system for long-term transformation governance.
Lifecycle Strategic Value
By automating the Audit and Evolve phases, QueryForge prevents "plan decay"—a common failure point in manual ERP planning where static documents become obsolete weeks after creation.
Local-First Infrastructure & Security Posture
QueryForge is architected as a Sovereign Planning Landing Zone. Designed for highly regulated and security-conscious enterprises, the infrastructure ensures that sensitive ERP metadata and strategic roadmaps never exit the corporate perimeter.
1. Sovereign Deployment Blueprint
| Infrastructure Layer | Component Stack | Strategic Purpose |
|---|---|---|
| Orchestration | LangGraph | Deterministic state management for complex multi-agent planning loops. |
| Reasoning Engine | Open-Source LLMs | Offline, local inference using LLaMA, Mistral, or Mixtral variants. |
| Runtime Environment | Docker / Podman | Containerized deployment supporting air-gapped and regulated environments. |
| Planning Logic | Python-based Planners | Rule-augmented estimation for costs, timelines, and risk factors. |
Air-Gapped Architecture Topology
Visualizing a zero-egress environment where data and reasoning remain entirely localized.
Zero-Egress Security Standard
By utilizing Local-First Execution, QueryForge eliminates the primary barrier to enterprise AI adoption: data exfiltration risk. The system requires no external API calls or telemetry, making it the standard for High-Integrity Strategic Planning in regulated sectors.
Governance & Regulatory Compliance
QueryForge is engineered to meet the stringent standards of highly regulated industries. By eliminating third-party dependencies and localizing the planning logic, the system provides a High-Integrity Governance Framework that satisfies modern data sovereignty and enterprise risk requirements.
1. The "Traceability of Truth" Framework
| Governance Pillar | Implementation Detail | Regulatory Outcome |
|---|---|---|
| Data Sovereignty | Full support for data residency requirements via local-only execution. | Alignment with GDPR and sovereign data mandates. |
| Dependency Risk | No external API dependencies or cloud-based reasoning. | Mitigation of third-party supply chain and exfiltration risks. |
| Auditability | Comprehensive JSON logs capturing reasoning traces and assumptions. | Suitability for internal model risk and compliance reviews. |
| EA Alignment | Modular, containerized architecture following standard patterns. | Seamless integration with enterprise architecture (EA) governance. |
Governance Overlay: Integrated Guardrails
Visualizing the layering of strategic controls across the planning pipeline.
The Compliance Dividend
QueryForge transforms regulatory compliance from a barrier into a strategic asset. By providing Total Population Certainty and defensible audit trails, organizations can accelerate ERP transformation without compromising their security or architectural posture.