AI Assistant Integration for an ERP System
We kicked off a project to create an AI assistant to make the client's ERP system even better. Our goal was to develop a text-based Q&A AI assistant that users
The mobile application delivers interactive features, progress tracking tools, push notifications, and offline access, ensuring that learners and mobile users can continue their learning journey from mobile devices anytime.
Agriculture and Consumer Goods Distribution
Canada
Need for a flexible platform to deliver courses and lessons to distributors across many locations, with secure mobile and offline access.
Development of a scalable mobile learning platform and app for Android, iOS, and web with fast and reliable content access.
3 specialists
3+ years, ongoing
faster route and order processing performance during peak hours
increase in user engagement and student engagement
reduction in time needed to introduce new content or features
recurring revenue retention for the platform and mobile learning apps
CHALLENGE
The company supplies goods of all types to thousands of stores. Their platform depends on a reliable mobile application and web environment for routing, ordering, billing, and content delivery, which are used by users and field teams.
However, traditional education apps, learning apps, and mobile apps weren’t able to support their complex workflows, offline access, mobile-device use, and the interactive features that mobile users in the field need.
As the organization grew, the limits of the existing mobile website and platform tools became increasingly visible.
ENGAGEMENT STAGE
The development process starts after an internal beta version of the app has been launched for a small group of users through app stores, Google Play, and internal mobile distribution channels.
From there, our app development team worked closely with teachers, students, and distributors, reviewing workflows and learning flows within the platform. This helped us design a roadmap to develop a scalable mobile learning application while keeping users engaged, improving student progress tracking, and maintaining stable performance.
TRANSFORMATION
Step by step, the platform evolved into a full mobile learning and operations environment, combining courses, lessons, quizzes, and video content with operational features.
New core features and advanced features were introduced, including interactive lessons, progress tracking, push notifications, offline mode, and mobile access across Android, iOS, and web platforms.
As new content was introduced, the learning experience improved, helping students and learners stay consistent with training programs and increasing completion rates across the system.
SERVICES PROVIDED
DEVELOPMENT TEAM
Tech Lead
Software Developer
SQL Developer
The initial version of the app platform worked for one business. Scaling it into a mobile learning platform and education app environment required clearer architecture, improved tech stack decisions, and a reliable app framework.
The platform tools and app features needed to support different workflows for learners, teachers, students, and mobile users, including quizzes, lessons, and course management tools.
Many users accessing courses and videos at the same time required optimization of mobile performance and content delivery to keep learning smooth.
The platform integrates directly with ERP and accounting systems to support online courses, course content, and data privacy standards across multiple environments.
Reliable app development processes, strong documentation, and structured workflows ensure developers can continue to develop and improve the app while maintaining high performance.
STRATEGY
The client and CHI Software treated the platform and mobile app as a long-term product. Development was organized in iterations where the team collected feedback from users and learners, designed core and interactive features, and introduced improvements through testing and quality assurance. The approach supported steady feature delivery while keeping the learning experience engaging.
DEVELOPMENT PHASES
Engineers improved the platform architecture so the mobile app could integrate with external systems and tools. The platform supported courses, lessons, and content delivery across mobile and web environments.
The team introduced quizzes, progress tracking, push notifications, offline access, and course content tools. Key features improved engagement and made learning progress easier to track.
Administrators could introduce new content, courses, and add-ons, while teachers and students accessed lessons from mobile devices and mobile websites.
Optimization efforts addressed performance issues, improved video streaming, and stabilized mobile performance during peak use.
UI improvements ensured quick access to courses, lessons, and learning tools, improving the overall learning experience for mobile users.
Dispatchers manage routes through the platform and mobile application, ensuring quick access and efficient progress tracking.
Drivers capture orders using mobile devices and mobile apps, ensuring reliable data delivery between teams.
Configurable platform features allow businesses to apply unique policies while maintaining a unified app framework.
Inventory data is synchronized across mobile apps, web tools, and backend systems.
Reports on operations, student progress, and engagement metrics help managers optimize processes.
Permissions protect data privacy while ensuring teachers, students, and administrators can access the tools they need.
+30% FASTER CORE OPERATIONS
Routing and ordering flows run faster during peak hours. Drivers can start daily deliveries without delays, keeping direct store delivery operations running smoothly.
+40% HIGHER USER SATISFACTION
Post-release user surveys showed higher satisfaction. Faster screens, clearer workflows, and flexible settings improved the experience for distributors.
+20% QUICKER FEATURE DELIVERY
Improved system structure and documentation helped the team introduce new configurations and reports more quickly during the season.
97% STABLE CUSTOMER BASE
Most distributors continue using the platform thanks to reliable workflows and ongoing improvements.
-25% LOWER SUPPORT WORKLOAD
Clearer interfaces and improved monitoring reduced the number of support requests and troubleshooting tasks.
Companies that plan to create custom DSD software or look for direct store delivery software development support can work with CHI Software as a long-term partner on retail and e-commerce software solutions. We help design, develop, and refine direct store delivery systems that match real-world routes, contracts, and reporting needs.
Our team has experience with projects where a single client tool evolves into a full product used by many distributors, often enhanced with AI-driven software development capabilities.
What We Specialize In
Businesses We Support
We kicked off a project to create an AI assistant to make the client's ERP system even better. Our goal was to develop a text-based Q&A AI assistant that users
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Through step-by-step modernization, CHI Software transformed a legasy DSD platform into a scalable, efficient tool — achieving 97% retention and faster, smoother logistics.
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