Your business has moved on. Your software should too.

An order arrives in one app. Its details live in a spreadsheet. The invoice starts somewhere else. Your team spends the day joining the dots.

AI opens up new possibilities, but disconnected information still holds the business back. The opportunity starts with giving your people, their data and their workflows a shared home.

Eno brings business applications together on a flexible, AI-assisted platform. Connect customer records, quotes, invoices and day-to-day work without rebuilding the same context in every tool.

1. 01Customers
2. 02Quotes
3. 03Operations
4. 04Invoices

Connected records. Shared context. A clearer next step.

Less holding things together. More moving things forward.

Work from connected records across your operations. Keep the customer, the work and the financial picture together, so the next person can pick up where you left off.

From the first conversation to the final invoice.

Your business has its own vocabulary and ways of working. Shape your views, fields and workflows around them, and keep adjusting as your needs change.

A shared platform. Your way of operating.

Bring everyday work and reporting closer together. Give the people doing the work useful views, and give the people making decisions the context behind the numbers.

One operation, seen from the right angle.

Useful assistance starts with useful context. Bring structured business information and workflows onto an AI-assisted platform, then choose the tasks where assistance makes a practical difference.

Start with a real task. Judge the result.

Your pilot should produce evidence your team can trust. Record a baseline and compare the same workflow after the trial.

A catering team, a shop and a service business do not run the same way. Explore the industry applications and help us understand what your operation needs.

A successful switch is an operational decision. Agree what needs to improve, test it with the people doing the work, and plan the transition together.

Talk to our team about the applications, users and onboarding your business needs. Agree the subscription and migration scope before starting, so you can evaluate the full cost of the change.

Start with a conversation about your current tools and workflows. Together, we can identify the first use case and discuss the setup, data preparation and training your team will need.

Include your renewal date in the rollout discussion. Use the time to evaluate fit and prepare your data, then agree a transition that makes sense for your business.

Read our security page and share your requirements with the team. Review access needs, data handling and any contractual requirements before deciding to move sensitive business information.

Start by mapping the tools you use and the information that moves between them. Agree which workflows belong in Eno first, which tools need to remain, and what connections your rollout requires.

Start with a customer order. Follow it from the first request through the quote, delivery and invoice. Write down every place a colleague copies information, checks another system or asks someone for an update. A list of applications will not reveal these handoffs. Following actual work will.

Ask the people handling exceptions to join the conversation. The spreadsheet maintained by one colleague, the message that rescues an incomplete order and the manual reconciliation at month end are part of your operating system too. Make that work visible before discussing a replacement.

Bring a small sample of recent transactions and the time spent on each step. Separate measured facts from estimates. Your proposal becomes stronger when it names a specific problem, its owner and a result the team can verify in a pilot.

For example: a customer changes their delivery address after accepting a quote. Where must the team update it, who checks the change and how does the invoice stay correct? Ask Eno to demonstrate that complete scenario.

A busy season, payroll deadline or financial close is a real constraint. Put those dates into the proposal. Choose a bounded process and identify what must continue running throughout the evaluation. A pilot should have a named owner, a clear end date and a way to stop safely.

Do not assume two systems will stay synchronized. Decide which one owns each record during the trial, how changes will be reconciled and who resolves differences. Confirm any required integration with the team before relying on it.

Budget for preparation, training and checking the data, alongside subscription costs. Compare that one-time effort with the recurring work you measured. If the pilot does not show a useful improvement, keep the current process and record what remains unresolved.

• Limit the first workflow and the people involved.
• Keep an accessible source export and define a rollback decision.
• Agree the support contact and the time participants can commit.

Your existing setup contains valuable knowledge: pricing rules, customer history, approval decisions and the reasons a process works a certain way. Preserve that knowledge. A switch is an opportunity to decide which parts still serve the business and which parts only compensate for a tool’s limitations.

Inventory custom fields, reports and integrations with their owners. For each one, ask when it was last used and which decision depends on it. Keep required history accessible, but avoid treating every unused field as a requirement for the new workflow.

Evaluate future costs together: maintaining the current setup, introducing Eno, training colleagues and keeping essential external tools. Include the renewal dates and any commitments already made. The decision should rest on the next operating period, with the history preserved where it matters.

Use a short proposal that a process owner, finance lead and IT colleague can all review. Put unanswered questions beside the evidence instead of hiding them in a feature list.

Name the workflow, the people affected and the current cost in time, corrections or delays. Attach the examples you measured.

Define the pilot team, representative records, expected result and review date. Record which capabilities still need to be demonstrated.

List the full cost, decision owner and conditions for proceeding, extending the pilot or stopping. Include access, data and integration requirements.

Share the proposal with the colleagues who will use the system every day. Invite the people who disagree to help define the evaluation criteria. Their concerns are useful test scenarios.

Use the pilot guide to gather evidence, the migration guide to assess the transition, or talk to our team to review your workflow before committing to a rollout.

Choose a workflow small enough to evaluate, but complete enough to expose real handoffs. A quote becoming an order and then an invoice is more useful than testing a contact list in isolation. Include the person who starts the work and the colleague who receives it.

Invite a process owner, everyday users and someone responsible for data or reporting. Include a participant who knows the awkward exceptions. Agree who collects feedback, who can change the setup and who makes the final decision.

• Define what is in scope and what stays in the current system.
• Select routine records and difficult cases, including amendments and cancellations.
• Reserve time for onboarding and a weekly review.

Ask participants to complete the same questionnaire before and after the pilot. Keep the team and the workflow comparable. The questions below are a reusable starting point: try the controls here, then copy the questionnaire into your team’s survey tool to collect responses.

Pair feedback with observations: time a routine task, count manual re-entry points and note how often a record needs correction. Record the sample size and the dates. A small trial is useful evidence, but it is not a promise about every future transaction.

Agree the setup with the Eno team. Map the records, relationships, statuses and roles the pilot needs. Decide whether to begin with a new process or a reviewed sample of existing work. Confirm the available import method before preparing files.

Test access with each role and walk through the complete workflow together. Check totals, dates, customer links and required documents. Keep the mapping decisions so a successful pilot can inform the wider rollout.

• Document the source of truth for each record during the pilot.
• Confirm required connections and test their failure cases.
• Prepare a short getting-started guide using the team’s own examples.

Choose a period that includes a complete business cycle. Four to six weeks can be a useful planning window, but a seasonal operation or monthly close may require a different schedule. Set dates together rather than ending before the difficult work happens.

Use the agreed workflow consistently. Keep a shared log of blockers, questions and improvements, with an owner and a resolution for each item. Review it weekly. Distinguish a missing capability from an onboarding question or a configuration decision.

Record changes made during the trial. If the scope or process changes substantially, explain that in the results so the comparison remains understandable.

Repeat the baseline questionnaire with the same participants and the same scoring scale. Ask for a recent example alongside each strong positive or negative response. Leave enough time before the decision meeting to investigate surprises.

Compare task timings, corrections and manual handoffs as well as survey scores. Include incomplete scenarios and unresolved blockers. Separate results for different roles when an average would hide a problem for one team.

Put the before and after results next to each other. For each measure, show the starting value, pilot value, sample size and a short explanation. Use participant feedback with their permission and include what did not improve.

Close with a recommendation: proceed, extend with a specific question to resolve, or stop. Include the cost and people needed for the next stage. Keep the evidence available so colleagues outside the pilot can understand the decision.

Show completion time, manual handoffs, corrections and visibility for the workflow you tested. Attach representative examples, with customer information removed where necessary.

Compare adoption, ease of use, time spent on administration and confidence in the data. Report how many people responded and which roles they represent.

List open data, access, integration and training questions. Give each one an owner and a resolution date before recommending a wider rollout.

Once the decision owners agree, use the migration guide to plan data preparation, configuration, communication and cutover. Keep the pilot workspace decisions and field mappings as inputs. Validate them again against the wider business before expanding.

Start with the pilot findings and the business outcome you agreed to pursue. Name a rollout owner and the people responsible for operations, finance, data and access. A migration needs business decisions as well as technical preparation.

Write down the boundaries: applications in scope, locations and teams involved, the first workflow to go live and the systems that remain. Review renewal dates, busy periods and reporting deadlines before choosing a cutover date.

• What history must be migrated, retained or archived?
• Which rules are shared and which can teams adapt?
• Who validates the data and gives the go-live approval?
• What conditions would postpone the move or trigger rollback?

Classify your information before exporting it: active operational records, reference data and historical records. Assign an owner to each source. Keep identifiers and relationships intact so a customer, order and invoice do not become disconnected lists.

Prioritize open work and the reference data it needs. Agree the supported import path with Eno, map fields and statuses, and test a small sample first. Check attachments, currencies, dates, ownership and linked records. Do not assume every field in the source has a direct equivalent.

A new process may need only customers, products and opening records. Keep the previous system or an approved archive available for history. Define how colleagues find an old document and who owns access. Confirm retention requirements with the people responsible before removing anything.

Define the authoritative system for each kind of record. If tools overlap, document the reconciliation process and test any agreed connection. Specify how changes made after the first export reach the final dataset. Avoid two teams editing separate copies without a reconciliation owner.

Use the same meaning for information that crosses the business: customer identity, financial amounts, statuses used in reporting and access responsibilities. Decide where teams can choose their own views, fields or working steps without changing those shared meanings.

Shared definitions make cross-team reporting and handoffs easier to review. Agree required fields, approval responsibilities and the meaning of each status. Have representatives from the affected teams test the rules with real examples before applying them broadly.

Different roles may need different views and routines. Let teams shape how they find and work through records while preserving the information other teams rely on. Assign an owner to configuration changes and document how a new field or status affects reports.

Keep one shared transition guide with the current scope, decisions, owners and dates. Link it from the announcement and update it when a decision changes. Colleagues who did not join the pilot should be able to understand both the purpose and their next action.

Summarize the pilot outcome, what will move, what will stay and the configuration choices. Include unresolved dependencies and the conditions for go-live. Avoid turning an assumption about an integration or data source into an untested requirement.

Schedule the trial import, validation, access setup, training, final export and cutover. Include the source-system renewal date. Assign a decision owner to each checkpoint and leave room to fix discrepancies before the final move.

Teach each role using its own workflow: finding a customer, changing an order, preparing an invoice or reviewing activity. Share a short reference and a named support contact. Arrange follow-up sessions for people who cannot attend the first one.

Use one channel for rollout questions and decisions. Tell colleagues where to report a blocker, who monitors the channel and where to find the latest plan. Record answers in the shared guide so the same issue does not have to be solved repeatedly.

Send the announcement early enough for teams to flag conflicts. Fill in the template with confirmed dates and responsibilities, and link the transition guide. The people receiving it should know what to do, when to do it and where to get help.

Use a rehearsal to find problems while the source system is still available. Have the business owners validate representative records and complete their normal tasks. A successful import count alone does not prove the workflow is ready.

List the people who need access and the roles they need. Verify invitations and permissions with representative users. Check both what a role can do and what it must not see. Keep a named administrator available during cutover.

Confirm the applications, views, required fields and workflow responsibilities. Reuse the pilot decisions where they still fit, and test the additional teams and cases. Make starting points easy to find for each role.

Keep the source export, run the agreed import process and record the result. Reconcile record counts, key totals, dates and relationships. Inspect a sample from each record type, including difficult cases. Resolve discrepancies and obtain the data owner’s approval before opening the workflow to everyone.

Review every upstream and downstream dependency, including email, accounting, payments and reporting where relevant. Confirm which connections are supported and who owns setup. Test a complete transaction and a failure case for each connection before relying on it in daily work.

After the agreed checks pass, tell teams which system now owns the work. Reconcile any final changes, preserve required history and confirm access to the archive. Coordinate contract cancellation with the account owner. Remove editing access only when the cutover owner approves it.

Keep the support channel staffed, run role-specific follow-ups and review the first complete business cycle. Track unresolved issues with owners. Compare the new process with the pilot goals and agree any follow-up changes with the people doing the work.

If a required workflow, connection or data check is still unresolved, make it a focused evaluation task with an owner. Return to the pitch guide when the decision lacks agreement, or to the pilot guide when it lacks evidence. Our team can help review the next step.