12/09/2025 - Articles

Use cases for the AI assistant in BCS: From help to automation

Artificial intelligence is not only changing the way we develop software, it is also changing the way we use software. For BCS, our project management and ERP software, this means that AI should make everyday work noticeably easier, reduce routine tasks, guide users to answers more quickly, and increase internal efficiency. While many AI initiatives focus on one-off solutions or experimental prototypes, Projektron pursues a systematic, long-term approach.

AI in BCS: Where it brings real benefits

After an intensive research phase on the fundamentals of AI, RAG (retrieval-augmented generation), prompt engineering, fine-tuning, and framework design, one thing was clear: to integrate AI meaningfully into BCS, concrete, recurring use cases are needed in which AI provides real benefits.

RAG is particularly crucial here, as AI first finds relevant documents or data and uses them to generate answers, thereby minimizing hallucinations. We have documented more about our experiences with RAG in a separate blog article.

The AI use cases in BCS can be roughly divided into three categories:

Help and information provision

Support in ticket and project management

Automation of tasks via AI agents

These applications meet key criteria: They occur frequently, are well structured, have clearly definable requirements, and can be implemented in a security-compliant manner.

Even in the early stages of development, it became clear that it is not the language model alone that determines quality, but above all how tasks are defined and what context is provided. For this reason, Projektron relies on a modular framework that can be operated both locally and scalably. Individual components such as the language model, embedding model, or vector database are easily interchangeable in order to be able to respond flexibly to rapid developments in the field of AI.

An overview of the use cases

The potential applications of the AI assistant in BCS range from providing information and summarizing extensive content to supporting specific workflows. We do not aim to use AI as broadly as possible. What matters is whether a use case provides recognizable value and can be meaningfully integrated into existing BCS processes.

One key area of application is software help. Users can ask questions about BCS in natural language and receive answers based on the available documentation. Instead of having to search for the relevant help page themselves, the AI retrieves relevant content and prepares it for the specific question.

Another important use case is summarizing extensive information. Especially in tickets, a problem description may be spread across numerous comments from different people. The AI assistant can condense this information and provide a quick overview of the history so far. The same principle can also be applied to other collections of information, such as contact histories, tasks or project progress information.

In addition, AI can help to put existing information into context. For a new ticket, for example, similar cases can serve as additional context. Based on this information, issues can be assessed more quickly and potential solutions can be prepared. When combined with a chat interface, such results can then be refined further.

Another direction is to connect the AI assistant more closely with functions and data within BCS. While a question such as “How do I create a vacation entry?” can be answered on the basis of the documentation, questions such as “How many vacation days do I have left?” require access to the user’s specific data.

For scenarios like these, AI agents, defined tools and interfaces such as the Model Context Protocol (MCP) play an important role. They make it possible to provide different information sources and functions for a request in a controlled way. This creates the basis for supporting not only information retrieval but also increasingly process-related tasks.

At the same time, the technical deployment model plays an important role. The modular AI framework is designed so that components such as the language model, embedding model and vector database remain interchangeable. This makes it possible to address different requirements regarding data protection, infrastructure and operation.

We maintain an up-to-date overview of which AI functions are currently available in BCS, which are being tested or developed, and how we address topics such as data protection, security and technical operation on our dedicated product page. This allows this article to focus on the underlying use cases and development approaches while the current feature status is maintained in one central location.

AI in BCS: Features and Roadmap

Our overview page shows the current status of AI support in BCS – from features already available and ongoing developments to information about technology, data protection and security.

Explore AI features and roadmap

A growing AI ecosystem

The use cases show that the AI assistant is much more than a search function. It forms a growing ecosystem of

assistance

automation

intelligent system queries

This ecosystem will take on more tasks step by step. BCS users benefit from

faster responses,

less routine work,

better overview,

higher automation, and

full data sovereignty.

At the same time, the assistant is growing modularly, can be operated locally including the language model, and is constantly being optimized through testing.

For more in-depth information about the development processes, optimizations of the RAG process, parent document retrieval, query rewriting, and our experiences with language models, please refer to our other blog posts on the topic of AI.

Explore our AI article series

Our article series combines insights into AI development at Projektron with accessible explanations of the technologies behind modern language models.

About the author

Maik Dorl is one of the three founders and remains one of the managing directors of Projektron GmbH. Since its founding in 2001, he has shaped the strategic direction of the company and is now responsible for sales, customer service, and product management. As product manager, he is the driving force behind the integration of innovative AI applications into the ERP and project management software BCS.

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