FIXED-FEE ASSESSMENT 21 SEPTEMBER 2026

An AI roadmap for
JD Lighting.

Starting with NetSuite, we’ll assess how your systems and people work together, where manual work slows things down, and where AI could help.

NetSuite, connected systems and AI governance

Explore the assessment

01NetSuite and your systems

Data, connections and manual handovers

02Your people and AI

Usage, policies and support

03Your lighting workflows

Quoting, products, stock and service

01 / SCOPE

Start with NetSuite and your workflows.

With NetSuite as JD Lighting’s ERP, we’ll establish what it manages, what connects to it and where staff work outside it. Management interviews, staff feedback and focused system reviews will establish the current state before we recommend changes.

NetSuite and connected systems

Map the NetSuite modules and processes you use, alongside your website, CRM, POS and other software. Trace product, price, stock and order information to identify duplicate entry, manual transfers and integration gaps.

Trade and project quoting

Walk through how your team prepares lighting packages, applies trade pricing, checks availability and finds alternatives. Identify delays and opportunities to assist quote preparation while retaining staff approval.

Products, suppliers and inventory

Review how specifications, supplier prices, lead times and stock are maintained. Explore purchasing, replenishment and slow-moving stock processes, including spreadsheets used alongside NetSuite.

Customer service and reporting

Trace how staff answer order, delivery, availability and warranty enquiries. Review the information managers need and the effort involved in bringing reports together across systems.

Staff AI use and governance

Identify AI tools, built-in features, personal accounts and licence costs. Review approvals, policies, information handling, human checks and training, including how product advice and commercial information are handled.

Infrastructure and access

Work with your IT provider to understand hosting, networks, identity, access controls, backups and support arrangements. Establish the constraints and access needed for potential integrations.

Included coverage

One business · Detailed review of up to 10 core systems · Up to six stakeholder interviews · Staff and management questionnaires

The inventory can include all disclosed systems. NetSuite is included within the 10 core systems. Detailed review uses supplied information, walkthroughs and selected configuration reviews; connected products, available access and integration options will be confirmed during discovery.

02 / DELIVERABLES

A practical set of next steps.

You receive findings you can act on, with clear priorities for your team and IT provider.

01
Assessment report
Current state, material gaps and priority improvements across trade quoting, product information, service, inventory and reporting, including an AI usage register.
02
NetSuite integration and AI opportunity map
A view of your core software, ownership, connections and manual handovers. Review available integration options and identify where AI could help, subject to data quality, permissions and technical feasibility.
03
Draft AI acceptable-use policy
Proposed guidance for approved tools, business information and human review, for management review and adoption.
04
Prioritised opportunity and remediation roadmap
A 30/60/90-day action plan with suggested owners, indicative effort and implementation costs.
05
Management presentation
A walkthrough of the findings, priority decisions and recommended next steps.

AI opportunities we’ll investigate

Product and quote assistance: retrieve verified specifications and prepare draft product lists using approved pricing and availability sources.
Customer reply assistance: draft answers from authorised order and fulfilment information, with staff review.
Supplier information processing: extract specifications and proposed product updates from supplier documents for approval.
Management reporting: reduce manual work combining operational information from NetSuite and other systems.

These are assessment candidates. Feasibility, benefits and implementation costs will be evaluated; building these solutions is outside the assessment fee.

03 / DELIVERY

From discovery to direction.

STEP 1

Discover

Confirm NetSuite usage, connected systems and business priorities. Collect questionnaires and agree the information and access needed.

STEP 2

Assess

Walk through quoting, product updates and service enquiries. Review selected systems, staff AI use and controls to assess gaps and opportunities.

STEP 3

Recommend

Present the report, draft policy and roadmap. Discuss the actions worth taking first.

Allow approximately 2–3 weeks from receipt of the required information and access. Scheduling depends on stakeholder and IT provider availability.

04 / QUESTIONNAIRES

Two perspectives. One assessment.

Use the questionnaires to capture everyday work and management priorities. Include NetSuite in the software inventory and complete a core system detail record for it, with input from your NetSuite administrator or support partner. Download, complete in Word and return them to your assessment coordinator.

STAFF 10–15 MINUTES

Everyday work and AI use

Tasks, software, current AI use, policy awareness and where staff would like more support.

18 questions · 3 pages · Fillable Word document

Download staff questionnaire

MANAGEMENT 30–45 MINUTES + IT INPUT

Business priorities and systems

Pain points, AI ambitions, software costs, ERP and CRM, integrations, infrastructure and governance.

31 questions · 7 pages · Fillable Word document

Download management questionnaire

Management can pass the technical sections to the IT provider and duplicate the system detail page as needed. Please do not include passwords, API keys or customer records.

05 / ENGAGEMENT

Clear scope. Separate implementation.

What we need from you

A nominated assessment contact, completed questionnaires, relevant system and policy information, and access to agreed stakeholders. Include your NetSuite administrator or support partner and IT provider where needed.

Assessment and recommendations

The fixed fee covers the scope and deliverables above. NetSuite configuration, integration development, data clean-up, AI deployment, ongoing support and third-party licences are quoted separately.

Review boundaries

This is a business and technology assessment based on supplied evidence and agreed access. It does not include penetration testing or legal or regulatory certification.

Next step

Reply to Pavlos Nicolas at Hexicor AI through the original correspondence to confirm you would like to proceed. We will agree the start date, assessment contacts and invoicing arrangements.

PREPARED FOR JD LIGHTING

Know where you stand.
Decide what comes next.

$1,500 ex GST

$1,650 including GST · Fixed-fee assessment

Back to quote