Hands-on workshops focused on Copilot & AI in ERP scenarios.

In this talk, Anusha Akkina, co-founder of Auralytix, shares her journey from working as a Chartered Accountant and Auditor at Deloitte to building an AI-powered finance intelligence platform designed to augment, not replace, human decision-making. Together with host Alexey from DataTalks.Club, she explores how AI is transforming finance operations beyond spreadsheets—from tackling ERP limitations to creating real-time insights that drive strategic business outcomes.

TIMECODES: 00:00 Building trust in AI finance and introducing Auralytix 02:22 From accounting roots to auditing at Deloitte and Paraxel 08:20 Moving to Germany and pivoting into corporate finance 11:50 The data struggle in strategic finance and the need for change 13:23 How Auralytix was born: bridging AI and financial compliance 17:15 Why ERP systems fail finance teams and how spreadsheets fill the gap 24:31 The real cost of ERP rigidity and lessons from failed transformations 29:10 The hidden risks of spreadsheet dependency and knowledge loss 37:30 Experimenting with ChatGPT and coding the first AI finance prototype 43:34 Identifying finance’s biggest pain points through user research 47:24 Empowering finance teams with AI-driven, real-time decision insights 50:59 Developing an entrepreneurial mindset through strategy and learning 54:31 Essential resources and finding the right AI co-founder

Connect with Anusha - Linkedin - https://www.linkedin.com/in/anusha-akkina-acma-cgma-56154547/ - Website - https://aurelytix.com/

Connect with DataTalks.Club: - Join the community - https://datatalks.club/slack.html - Subscribe to our Google calendar to have all our events in your calendar - https://calendar.google.com/calendar/r?cid=ZjhxaWRqbnEwamhzY3A4ODA5azFlZ2hzNjBAZ3JvdXAuY2FsZW5kYXIuZ29vZ2xlLmNvbQ - Check other upcoming events - https://lu.ma/dtc-events - GitHub: https://github.com/DataTalksClub - LinkedIn - https://www.linkedin.com/company/datatalks-club/ - Twitter - https://twitter.com/DataTalksClub - Website - https://datatalks.club/

Build effective data models and reports in Power BI for financial planning, budgeting, and valuations with practical templates, logic, and step-by-step guidance. Free with your book: DRM-free PDF version + access to Packt's next-gen Reader Key Features Engineer optimal star schema data models for financial planning and analysis Implement common financial logic, calendars, and variance calculations Create dynamic, formatted reports for income statements, balance sheets, and cash flow Purchase of the print or Kindle book includes a free PDF eBook Book Description Martin Kratky brings his global experience of over 20 years as co-founder of Managility and creator of Acterys to empower CFOs and accountants with Power BI for Finance through this hands-on guide to streamlining and enhancing financial processes. Starting with the foundation of every effective BI solution, a well-designed data model, the book shows you how to structure star schemas and integrate common financial data sources like ERP and accounting systems. You’ll then learn to implement key financial logic using DAX and M, covering calendars, KPIs, and variance calculations. The book offers practical advice on creating clear and compliant financial reports, such as income statements, balance sheets, and cash flows with visual design and formatting best practices. With dedicated chapters on advanced workflows, you’ll learn how to handle multi-currency setups, perform group consolidations, and implement planning models like rolling forecasts, annual budgets, and sales and operations planning (S&OP). As you advance, you’ll gain insights from real-world case studies covering company valuations, Excel integration, and the use of write-back methods with Dynamics Business Performance Planning and Acterys. The concluding chapters highlight how AI and Copilot enhance financial analytics. Email sign-up and proof of purchase required What you will learn Apply multi-currency handling and group consolidation techniques in Power BI Model discounted cash flow and company valuation scenarios Design and manage write-back workflows with Dynamics BPP and Acterys Integrate Excel and Power BI using live connections and cube formulas Utilize AI, Copilot, and LLMs to enhance automation and insight generation Create complete finance-focused dashboards for sales and operations planning Who this book is for This book is for finance professionals including CFOs, FP&A managers, controllers, and certified accountants who want to enhance reporting, planning, and forecasting using Power BI. Basic familiarity with Power BI and financial concepts is recommended to get the most out of this hands-on guide.

Learn how the Microsoft Federal team is modernizing SAP ERP with RISE on Microsoft Cloud. This includes High SLA infrastructure on Azure Government, SAP BTP integration, and AI-powered monitoring. Discover how Defender and Sentinel secure workloads, and how sovereignty solutions support compliance. Gain practical lessons and insights from a real-world deployment for regulated industries.

In the future of the autonomous enterprise, companies will hand over entire processes and functions to agents to run their daily business. Learn how Microsoft is leading the way with agentic ERP with new adaptive experiences and pre-built agents, and how you can take advantage of those innovations and build your own agents. We will share customer insights, partner practices, and programs and investments that can accelerate your opportunities. We will finish with a fire-side chat and Q&A.

While there are many agents being provided out-of-the-box by Microsoft inside of apps like ERP, organizations have flexibility to build their own agents rapidly for urgent opportunities by leveraging the MCP server for Dynamics 365. Join us for this live demo where we will walk through creating a custom agent which works directly with Dynamics 365 ERP via the MCP server.

Small and medium businesses need to be able to scale rapidly in this era of viral marketing moments, and AI agents are key to unlocking success at scale. With agents, SMBs can add capacity to their workforce, standardize business processes, and launch new business models with ease. In this session we will share how agents in Business Central are helping businesses thrive from sales order taking to making sure vendors are paid on time.

Join our leaders from ERP engineering to share about best practices for building custom agents for Dynamics 365 ERP using Copilot Studio and MCP server. Bring your questions and personal experience to participate in this collaborative session

Connection Pods accommodate up to 15 people. Please RSVP and arrive at least 5 minutes before the start time, at which point remaining spaces are open to standby attendees.

Learn how SAP and Microsoft Cloud can accelerate your Cloud-ERP transformation. Experience how Business Data Cloud (BDC) and SAP Business Technology Platform (BTP) can unlock leading Business AI capabilities by delivering a trusted end-to-end foundation built for innovation. This session will be brought to life with demos, use cases, and tools that help you connect everything so you can achieve anything.

The role of ERP in the business is changing with the introduction of agents – from Cloud ERP now to Agentic ERP. Come learn how Dynamics 365 is leading the way to Agentic ERP with a new adaptive experience, pre-built agents out of the box, and Model Context Protocol (MCP) compatibility and build your own plan for the future of ERP.

Discover how Microsoft Cloud empowers SAP customers to modernize their business with SAP Business Suite through the RISE with SAP journey. Explore infrastructure innovations like High SLA for RISE, AI-driven monitoring, and performance optimization. See how organizations deploy RISE with SAP on Azure, integrate SAP BTP and BDC, secure workloads with Defender and Sentinel, while meeting sovereignty and compliance needs.

Why is real-time analytics so hard with ERP data?

Speakers will present how to efficiently manage the usage of the spare part and maintenance execution by using data from ERP Manufacturing, ERP HR and PLM combined with GenAI.

Les intervenants présenteront comment gérer efficacement l’utilisation des pièces détachées et l’exécution de la maintenance en utilisant les données des ERP Manufacturing, ERP RH et PLM, combinées à l’IA générative.

Le processus d’allocation des coûts dans Alteryx s’appuie sur des workflows automatisés pour répartir avec précision les coûts des ETP entre les centres d’activités, selon des critères prédéfinis tels que les effectifs ou les volumes, en respectant des règles spécifiques d’allocation des coûts et de calcul des KPI.

1. Ingestion et préparation des données

Alteryx se connecte à plusieurs sources (par exemple, ERP, CRM, stockage cloud) pour extraire les données liées aux ETP, aux coûts et aux volumes. Le processus agrège, prépare et aligne ces ensembles de données disparates afin de créer une base de coûts unifiée.

2.Amélioration de la qualité des données

Des règles de transformation dynamiques sont appliquées pour garantir la cohérence, supprimer les doublons, gérer les valeurs manquantes et standardiser les types de données. Des outils de profilage des données offrent une visibilité sur les anomalies et valeurs aberrantes susceptibles d’impacter la logique d’allocation.

3. Logique d’allocation des coûts

Cela permet de définir des règles d’allocation flexibles et des étapes de validation — allant de ratios simples à des règles dynamiques dictées par les besoins métiers — en fonction des moteurs de coûts, ETP et volumes, pour garantir l’exactitude des calculs de KPI.

4. Intégration de l’IA générative

Les fonctions d’IA générative (par exemple via OpenAI ou les outils Gen AI d’Alteryx) renforcent le workflow en permettant :

La génération automatique de schémas de données adaptés à un format cible.

L’assistance via un outil Copilot pour créer des transformations à partir d’instructions en langage naturel.

La création de règles d’allocation dynamiques.

5. Sortie et visualisation

Les allocations finales peuvent être exportées vers des outils de reporting, des tableaux de bord ou des data lakes. Les utilisateurs peuvent consulter des synthèses d’allocation, des écarts et des vues détaillées pour appuyer la prise de décision via des applications analytiques personnalisées.

Ready to unlock the full potential of your operations? By integrating CRM with ERP and powering it with AI and business process automation, you create a seamless, intelligent system that connects every part of your business—from customer touchpoints to backend processes.

Airflow powers thousands of data and ML pipelines—but in the enterprise, these pipelines often need to interact with business-critical systems like ERPs, CRMs, and core banking platforms. In this demo-driven session we will connect Airflow with Control-M from BMC and showcase how Airflow can participate in end-to-end workflows that span not just data platforms but also transactional business applications. Session highlights Trigger Airflow DAGs based on business events (e.g., invoice approvals, trade settlements) Feed Airflow pipeline outputs into ERP systems (e.g., SAP) or CRMs (e.g., Salesforce) Orchestrate multi-platform workflows from cloud to mainframe with SLA enforcement, dependency management, and centralized control. Provide unified monitoring and auditing across data and application layers

Airflow powers thousands of data and ML pipelines—but in the enterprise, these pipelines often need to interact with business-critical systems like ERPs, CRMs, and core banking platforms. In this demo-driven session we will connect Airflow with Control-M from BMC and showcase how Airflow can participate in end-to-end workflows that span not just data platforms but also transactional business applications. Session highlights Trigger Airflow DAGs based on business events (e.g., invoice approvals, trade settlements) Feed Airflow pipeline outputs into ERP systems (e.g., SAP) or CRMs (e.g., Salesforce) Orchestrate multi-platform workflows from cloud to mainframe with SLA enforcement, dependency management, and centralized control. Provide unified monitoring and auditing across data and application layers

Join this session to hear from two incredible companies, Xylem and Joby Aviation. Xylem shares their successful journey from fragmented legacy systems to a unified Enterprise Data Platform, demonstrating how they integrated complex ERP data across four business segments to achieve breakthrough improvements in parts management and operational efficiency. Following Xylem's story, learn how Joby Aviation leveraged Databricks to automate and accelerate flight test data checks, cutting processing times from over two hours to under thirty minutes. This session highlights how advanced cloud tools empower engineers to quickly build and run custom data checks, improving both speed and safety in flight test operations.

Learn how Confluent simplifies real-time streaming of your SAP data into AI-ready Delta tables on Databricks. In this session, you'll see how Confluent’s fully managed data streaming platform—with unified Apache Kafka® and Apache Flink®—connects data from SAP S/4HANA, ECC, and 120+ other sources to enable easy development of trusted, real-time data products that fuel highly contextualized AI and analytics. With Tableflow, you can represent Kafka topics as Delta tables in just a few clicks—eliminating brittle batch jobs and custom pipelines. You’ll see a product demo showcasing how Confluent unites your SAP and Databricks environments to unlock ERP-fueled AI, all while reducing the total cost of ownership (TCO) for data streaming by up to 60%.

Unlock the power of your SAP data with SAP Business Data Cloud—a fully managed SaaS solution that unifies and governs all SAP data while seamlessly connecting it with third-party data. As part of SAP Business Data Cloud, SAP Databricks brings together trusted, semantically rich business data with industry-leading capabilities in AI, machine learning, and data engineering. Discover how to access curated SAP data products across critical business processes, enrich and harmonize your data without data copies using Delta Sharing, and leverage the results across your business data fabric. See it all in action with a demonstration.