Oracle ERP Automation with AI
Budget: $4,000 – $5,000 USD
Scope of Work (SOW) / Product Design Document
1) Project Overview
The project will deliver an AI-powered documentation automation platform that significantly reduces the time consultants spend preparing critical deliverables. The application runs unobtrusively while a consultant executes a process once inside an enterprise system (e.g., Oracle Cloud ERP modules such as PPM, Finance, Procurement, Supply Chain; Oracle Cloud Infrastructure [OCI]; or other business applications). It observes navigation, detects pages/titles, captures annotated screenshots on command, maps flows and decisions, and automatically produces the five core documents required for most implementations.
2) Objectives
Automate five key deliverables for any enterprise software implementation:
Solution Design Document (SDD)
End-User Manual
Configuration Workbook (module setups/configurations)
Process Flow Diagrams
Test Cases
Record-once workflow: Provide a simple way to record short process executions with minimal effort.
Smart interpretation: Detect navigation flows, page titles and states, and capture screenshots at key checkpoints via voice (“capture screenshot”) or click.
Auto-highlighting: Emphasize relevant UI regions in captured images to improve comprehension.
Time savings: Reduce documentation effort by ~30–35 hours per document, yielding ~50–60 hours saved per consultant per project; compound savings across teams.
Client-specific templates: Accept customer-provided templates (logos, headers/footers, revision/approval tables, required sections) and output in those exact formats (Word, Excel, PDF).
Broad applicability: Deliver measurable productivity gains for Oracle implementation partners and remain extensible to other software products.
3) Product Scope
3.1 In-Scope Deliverables (Outputs)
Solution Design Document (SDD): Comprehensive design synthesized from captured flows, decisions, and metadata.
End-User Manual: Step-by-step guide enriched with annotated screenshots and callouts for each key step.
Configuration Workbook (Excel): Structured capture of module setups, options, reference data, and values used.
Process Flow Diagrams: Auto-generated flows (with decisions, branches, checkpoints) reflecting the observed execution.
Test Cases: Requirements-traceable test cases generated from the flows, including preconditions, steps, expected results, data, and priority.
3.2 Inputs & Process (How It Works)
Background capture: Consultant launches the app; it runs behind the scenes while they perform a process once in the target system (e.g., Oracle ERP on OCI or other apps).
Signal & storage: The app records screens, recognizes page titles/states, and allows screenshot capture via hotkey, button, or voice. All artifacts are securely stored.
AI generation: The AI engine converts artifacts into the five outputs and renders them into the client’s own templates (DOCX/XLSX/PDF) previously uploaded as references.
4) Functional Requirements
4.1 Capture & Understanding
Screen/video capture for single and multi-window scenarios.
OCR of page titles and key labels; option to tag a step as “checkpoint.”
Voice command and global hotkey support for “capture screenshot,” “add note,” “mark decision,” etc.
Auto-highlighting of relevant UI regions; manual adjustments allowed.
4.2 Template Handling
Client template library with versioning (Word, Excel, PDF).
Field mapping UI (e.g., DOCX bookmarks/content controls; XLSX named ranges).
Validation to detect missing fields/sections before generation.
Output fidelity to client template formatting (logo, headers/footers, approval metadata, revision history, TOC, numbering).
4.3 Document Generation
SDD: Purpose, scope, assumptions, solution components, integrations, data model, security, roles, non-functional notes, constraints.
Manual: Stepwise instructions, annotated images, tips/warnings, role-based variants if provided.
Config Workbook: Tabs per module/area; parameter/value mapping; environment references.
Process Flows: Exportable as SVG/PNG/PDF; editable within UI.
Test Cases: Per flow and edge cases; include traceability and coverage report.
4.4 Export & Review
Exports: DOCX, XLSX, PDF, PNG/SVG for diagrams.
Side-by-side Compare view: input artifacts vs generated outputs; click-to-locate mapping.
Commenting and regeneration loop; change-log appended to revision tables.
5) Non-Functional Requirements
Security: Encrypted at rest and in transit; per-customer data isolation.
Privacy: No training on customer data by default; configurable retention.
Performance: Generate each document set within acceptable SLA for MVP (e.g., <5 minutes for average flow).
Reliability: Graceful recovery on capture errors; resumable sessions.
Observability: Audit logs (who recorded, when, what was generated), error tracking, metrics.
Portability: Desktop-first (Windows/macOS) with optional web companion for admin, downloads, and template management.
Accessibility: Keyboard shortcuts; scalable UI; screen-reader friendly where feasible.
6) Benefits
Reduce per-deliverable documentation time from ~50 hours to ~15–20 hours.
Save ~50–60 hours per consultant per project; hundreds of hours per multi-consultant project.
Standardize quality while honoring customer branding and structure.
Accelerate onboarding, knowledge transfer, and sign-offs.
7) Target Customers
Phase 1 (MVP Launch): Small and mid-sized consulting firms implementing Oracle Cloud ERP and similar platforms.
Phase 2: Large system integrators and corporate clients (Oracle, SAP, Workday partners) once integrations/compliance harden.
8) Project Plan & Timeline (Estimated)
Phase / Sprint Key Deliverable(s) Notes
Sprint 1 App framework + background recording Desktop shell, session store, basic capture
Sprint 2 Voice command + screenshot highlight Hotkeys, voice (“capture screenshot”), auto-callouts
Sprint 3 Document engine (SDD + User Manual) Template merge (DOCX); annotation pipeline
Sprint 4 Configuration Workbook automation XLSX template mapping, validations
Sprint 5 Process Flow Diagram generator Flow model, layout, export (SVG/PNG/PDF)
Sprint 6 Test Case generation engine Steps, expected results, coverage matrix
Sprint 7 Custom Template Integration Client template versioning, field mapping UI
Sprint 8 Export features + QA + Pilot PDF/DOCX/XLSX exports, pilot feedback, fixes
9) Tech Stack & Resource Strategy (MVP)
Form Factor
Desktop: Tauri (Rust + React) or Electron (JS/TS + React)
Web companion: Next.js (React) for admin/template management/downloads
Backend / Services
API: FastAPI (Python) or NestJS (Node.js)
Jobs: Celery (Python) or BullMQ (Node)
DB: PostgreSQL (+ pgvector if needed)
Object Storage: AWS S3 (or Azure/GCP equivalent)
Cache: Redis
Capture, OCR & Vision
FFmpeg (encoding), OpenCV (region detection), Tesseract/PaddleOCR (OCR)
Optional LLM-Vision for context understanding
LLM & Orchestration
OpenAI / Anthropic for content generation; LangChain or LlamaIndex for pipelines
Optional self-hosted Llama-3 via vLLM for data residency
Template Generation
DOCX: python-docx, docxtpl
XLSX: openpyxl
PDF: LibreOffice headless or wkhtmltopdf/weasyprint
Diagrams: Mermaid (render via headless browser), React Flow (in-app editing)
Security / Auth
Auth0 / Clerk / Cognito, AWS KMS/Secrets Manager, OpenTelemetry, Sentry
Team (typical MVP)
1 Tech Lead/Architect
1 AI/ML Engineer (OCR/CV + LLM prompts)
2 Full-stack Engineers (desktop + backend + templating)
1 Frontend Engineer (React/UI/editors)
1 QA Engineer
0.5 UX/PM
10) Assumptions & Dependencies
Customers provide sample templates for each document type before generation.
MVP targets Windows/macOS desktop capture (browser-only capture is out of scope for MVP).
Oracle/EPR back-end integrations (APIs) are not required for MVP; capture is UI-driven.
Internet access for LLM APIs unless a self-hosted model is specified.
Customer grants permission to capture screens containing project data.
11) Risks & Mitigation
Screen recognition accuracy: Iterative ML tuning; human-in-the-loop review; manual tagging fallback.
Complex navigation patterns: Modular process model; allow step merging/splitting.
Template variability: Template linter and mapping UI; pre-flight validation.
Adoption risk: Simple UX, quick wins, pilot onboarding, and training videos.
Scalability: Stateless services, job queues, object storage, and CDN for downloads.
12) Acceptance Criteria
The app captures flows and page titles accurately for supported environments.
Screenshots captured via voice/hotkey/button and auto-highlighted; manual edits available.
SDD generated from captured flows and decisions; sections populate per client template.
End-User Manual generated with annotated screenshots and stepwise instructions.
Configuration Workbook auto-populated for setups performed; tabs/validations per template.
Process Flow Diagrams generated, editable, and exportable (SVG/PNG/PDF).
Test Cases generated per flow with coverage/traceability exports.
Outputs match client-specific templates (DOCX/XLSX/PDF) including branding, approval tables, version history, and required sections.
All five deliverables export successfully in standard formats; compare view and regeneration loop function as designed.
13) Deliverables & Handover
Working desktop application (Windows/macOS) + web admin (if included in MVP).
Template library with mapping and validations.
Five document generators with export pipelines.
Pilot configuration and UAT report.
Admin and user guides for your product + short training videos.
1) Project Overview
The project will deliver an AI-powered documentation automation platform that significantly reduces the time consultants spend preparing critical deliverables. The application runs unobtrusively while a consultant executes a process once inside an enterprise system (e.g., Oracle Cloud ERP modules such as PPM, Finance, Procurement, Supply Chain; Oracle Cloud Infrastructure [OCI]; or other business applications). It observes navigation, detects pages/titles, captures annotated screenshots on command, maps flows and decisions, and automatically produces the five core documents required for most implementations.
2) Objectives
Automate five key deliverables for any enterprise software implementation:
Solution Design Document (SDD)
End-User Manual
Configuration Workbook (module setups/configurations)
Process Flow Diagrams
Test Cases
Record-once workflow: Provide a simple way to record short process executions with minimal effort.
Smart interpretation: Detect navigation flows, page titles and states, and capture screenshots at key checkpoints via voice (“capture screenshot”) or click.
Auto-highlighting: Emphasize relevant UI regions in captured images to improve comprehension.
Time savings: Reduce documentation effort by ~30–35 hours per document, yielding ~50–60 hours saved per consultant per project; compound savings across teams.
Client-specific templates: Accept customer-provided templates (logos, headers/footers, revision/approval tables, required sections) and output in those exact formats (Word, Excel, PDF).
Broad applicability: Deliver measurable productivity gains for Oracle implementation partners and remain extensible to other software products.
3) Product Scope
3.1 In-Scope Deliverables (Outputs)
Solution Design Document (SDD): Comprehensive design synthesized from captured flows, decisions, and metadata.
End-User Manual: Step-by-step guide enriched with annotated screenshots and callouts for each key step.
Configuration Workbook (Excel): Structured capture of module setups, options, reference data, and values used.
Process Flow Diagrams: Auto-generated flows (with decisions, branches, checkpoints) reflecting the observed execution.
Test Cases: Requirements-traceable test cases generated from the flows, including preconditions, steps, expected results, data, and priority.
3.2 Inputs & Process (How It Works)
Background capture: Consultant launches the app; it runs behind the scenes while they perform a process once in the target system (e.g., Oracle ERP on OCI or other apps).
Signal & storage: The app records screens, recognizes page titles/states, and allows screenshot capture via hotkey, button, or voice. All artifacts are securely stored.
AI generation: The AI engine converts artifacts into the five outputs and renders them into the client’s own templates (DOCX/XLSX/PDF) previously uploaded as references.
4) Functional Requirements
4.1 Capture & Understanding
Screen/video capture for single and multi-window scenarios.
OCR of page titles and key labels; option to tag a step as “checkpoint.”
Voice command and global hotkey support for “capture screenshot,” “add note,” “mark decision,” etc.
Auto-highlighting of relevant UI regions; manual adjustments allowed.
4.2 Template Handling
Client template library with versioning (Word, Excel, PDF).
Field mapping UI (e.g., DOCX bookmarks/content controls; XLSX named ranges).
Validation to detect missing fields/sections before generation.
Output fidelity to client template formatting (logo, headers/footers, approval metadata, revision history, TOC, numbering).
4.3 Document Generation
SDD: Purpose, scope, assumptions, solution components, integrations, data model, security, roles, non-functional notes, constraints.
Manual: Stepwise instructions, annotated images, tips/warnings, role-based variants if provided.
Config Workbook: Tabs per module/area; parameter/value mapping; environment references.
Process Flows: Exportable as SVG/PNG/PDF; editable within UI.
Test Cases: Per flow and edge cases; include traceability and coverage report.
4.4 Export & Review
Exports: DOCX, XLSX, PDF, PNG/SVG for diagrams.
Side-by-side Compare view: input artifacts vs generated outputs; click-to-locate mapping.
Commenting and regeneration loop; change-log appended to revision tables.
5) Non-Functional Requirements
Security: Encrypted at rest and in transit; per-customer data isolation.
Privacy: No training on customer data by default; configurable retention.
Performance: Generate each document set within acceptable SLA for MVP (e.g., <5 minutes for average flow).
Reliability: Graceful recovery on capture errors; resumable sessions.
Observability: Audit logs (who recorded, when, what was generated), error tracking, metrics.
Portability: Desktop-first (Windows/macOS) with optional web companion for admin, downloads, and template management.
Accessibility: Keyboard shortcuts; scalable UI; screen-reader friendly where feasible.
6) Benefits
Reduce per-deliverable documentation time from ~50 hours to ~15–20 hours.
Save ~50–60 hours per consultant per project; hundreds of hours per multi-consultant project.
Standardize quality while honoring customer branding and structure.
Accelerate onboarding, knowledge transfer, and sign-offs.
7) Target Customers
Phase 1 (MVP Launch): Small and mid-sized consulting firms implementing Oracle Cloud ERP and similar platforms.
Phase 2: Large system integrators and corporate clients (Oracle, SAP, Workday partners) once integrations/compliance harden.
8) Project Plan & Timeline (Estimated)
Phase / Sprint Key Deliverable(s) Notes
Sprint 1 App framework + background recording Desktop shell, session store, basic capture
Sprint 2 Voice command + screenshot highlight Hotkeys, voice (“capture screenshot”), auto-callouts
Sprint 3 Document engine (SDD + User Manual) Template merge (DOCX); annotation pipeline
Sprint 4 Configuration Workbook automation XLSX template mapping, validations
Sprint 5 Process Flow Diagram generator Flow model, layout, export (SVG/PNG/PDF)
Sprint 6 Test Case generation engine Steps, expected results, coverage matrix
Sprint 7 Custom Template Integration Client template versioning, field mapping UI
Sprint 8 Export features + QA + Pilot PDF/DOCX/XLSX exports, pilot feedback, fixes
9) Tech Stack & Resource Strategy (MVP)
Form Factor
Desktop: Tauri (Rust + React) or Electron (JS/TS + React)
Web companion: Next.js (React) for admin/template management/downloads
Backend / Services
API: FastAPI (Python) or NestJS (Node.js)
Jobs: Celery (Python) or BullMQ (Node)
DB: PostgreSQL (+ pgvector if needed)
Object Storage: AWS S3 (or Azure/GCP equivalent)
Cache: Redis
Capture, OCR & Vision
FFmpeg (encoding), OpenCV (region detection), Tesseract/PaddleOCR (OCR)
Optional LLM-Vision for context understanding
LLM & Orchestration
OpenAI / Anthropic for content generation; LangChain or LlamaIndex for pipelines
Optional self-hosted Llama-3 via vLLM for data residency
Template Generation
DOCX: python-docx, docxtpl
XLSX: openpyxl
PDF: LibreOffice headless or wkhtmltopdf/weasyprint
Diagrams: Mermaid (render via headless browser), React Flow (in-app editing)
Security / Auth
Auth0 / Clerk / Cognito, AWS KMS/Secrets Manager, OpenTelemetry, Sentry
Team (typical MVP)
1 Tech Lead/Architect
1 AI/ML Engineer (OCR/CV + LLM prompts)
2 Full-stack Engineers (desktop + backend + templating)
1 Frontend Engineer (React/UI/editors)
1 QA Engineer
0.5 UX/PM
10) Assumptions & Dependencies
Customers provide sample templates for each document type before generation.
MVP targets Windows/macOS desktop capture (browser-only capture is out of scope for MVP).
Oracle/EPR back-end integrations (APIs) are not required for MVP; capture is UI-driven.
Internet access for LLM APIs unless a self-hosted model is specified.
Customer grants permission to capture screens containing project data.
11) Risks & Mitigation
Screen recognition accuracy: Iterative ML tuning; human-in-the-loop review; manual tagging fallback.
Complex navigation patterns: Modular process model; allow step merging/splitting.
Template variability: Template linter and mapping UI; pre-flight validation.
Adoption risk: Simple UX, quick wins, pilot onboarding, and training videos.
Scalability: Stateless services, job queues, object storage, and CDN for downloads.
12) Acceptance Criteria
The app captures flows and page titles accurately for supported environments.
Screenshots captured via voice/hotkey/button and auto-highlighted; manual edits available.
SDD generated from captured flows and decisions; sections populate per client template.
End-User Manual generated with annotated screenshots and stepwise instructions.
Configuration Workbook auto-populated for setups performed; tabs/validations per template.
Process Flow Diagrams generated, editable, and exportable (SVG/PNG/PDF).
Test Cases generated per flow with coverage/traceability exports.
Outputs match client-specific templates (DOCX/XLSX/PDF) including branding, approval tables, version history, and required sections.
All five deliverables export successfully in standard formats; compare view and regeneration loop function as designed.
13) Deliverables & Handover
Working desktop application (Windows/macOS) + web admin (if included in MVP).
Template library with mapping and validations.
Five document generators with export pipelines.
Pilot configuration and UAT report.
Admin and user guides for your product + short training videos.