Legacy System Modernization and AI Automation
ai on top of the old tools you already pay for
keep your CMMS, ATS, DMS, EHR, ERP, vendor portals, and spreadsheets. we add the layer that moves the work between them.
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scanThe problem is not the old software. It is the gap between systems.
Most $1M to $20M operators are not running bad software. They are running good software that was never designed to talk to the other good software they bought three years later. The CMMS does not know what the field tech emailed the vendor. The ATS does not know the candidate replied. The EHR does not push the no-show into the rebooking queue. The DMS does not update the deal desk when the lender counters.
The result is a coordinator role that exists entirely to move data between systems. Someone reads one screen, types into another, and sends a follow-up email that should have sent itself. That coordinator is your most expensive manual process, and it scales linearly with volume. Hire more business, hire more coordinators.
The systems are not the problem. The seam is the problem. We build on top of the seam.
Why replacing the legacy system is the wrong answer
The migration pitch is always the same: new platform, clean slate, modern UX, everything talks to everything. The pitch leaves out the 12-month implementation, the parallel-run period where your team operates both systems, the data migration project that costs twice what the vendor quoted, and the six months of retraining.
The three reasons operators keep the legacy system are real:
- the legacy system has 10 years of data and trained users. ripping it out costs more than the manual work it creates.
- the legacy vendor will not build what you actually need, and a custom replacement is a 12-month project.
- the real bottleneck is the seam between systems, not any single system.
A rip-and-replace that takes 12 months and $80k to $150k in implementation cost buys you the same seam problem in a shinier interface, unless the new platform also connects to your ERP, your scheduling tool, and your vendor portal. It usually does not.
The faster, cheaper path is to wire AI and automation on top of what you already have. The legacy system stays. The manual seam work goes away.
Legacy systems we wire into
If it has an API, a webhook, or an email inbox, we can connect it. Most enterprise and mid-market platforms expose at least one. Here is what we see most often:
- CMMS, EAM, and work-order systems
- EHR, PMS, and clinical scheduling
- ATS, CRM, and recruiting databases
- DMS and dealer inventory tools
- ERP, accounting, and field-service platforms
- spreadsheets, email, SMS, and vendor portals
No API? Most legacy platforms accept inbound email or have a CSV export you can automate around. We scope the actual integration surface on the discovery call before quoting.
What we actually build
Every build is scoped to a specific seam. These five patterns cover the majority of what operators ask for:
- inbound intake agents that turn email, SMS, PDF, and form submissions into clean records in the system you already use
- routing rules that send each record to the right person, vendor, or queue without a coordinator retyping anything
- follow-up loops that chase replies, surface stalls, and escalate without humans watching an inbox
- reporting layers that pull live data from the legacy system and post it to Slack, email, or a dashboard on a schedule
- QA agents that read inspection PDFs, photos, or call transcripts and create the right downstream tasks
These are not integrations in the Zapier sense. They are stateful agents that understand the context of the record, apply routing logic, and take action. A reporting layer that posts to Slack is a two-hour Zapier job. A QA agent that reads a 40-page inspection PDF, flags the three line items that need a work order, creates the work orders in the CMMS, and routes them to the right tech is not. That is what we build.
Industries where this pattern comes up most
Legacy-system seam problems are not industry-specific, but the shape of the seam is. Here are the verticals where we have the most pattern recognition:
Scope, timeline, and price
All builds are fixed fee. No retainers, no hourly overages, no lock-in. You own everything we build: code, prompts, credentials, and runbooks. Moore IQ can be off the project tomorrow and nothing breaks.
| tier | price | timeline | what it covers |
|---|---|---|---|
| light | from $3k | 1-2 weeks | single seam: one intake agent, one routing rule, or one reporting layer |
| medium | from $7.5k | 3-4 weeks | multi-step agent with conditional logic, follow-up loops, and a reporting layer |
| heavy | from $15k | 5-6+ weeks | full ops layer across 3 or more systems, parallel agent tracks, phased delivery |
Final scope and price are set after a free 30-minute call. We do not quote before we understand the integration surface.
When this is not worth doing
Not every manual process deserves an automation build. Three situations where we will tell you to pass:
- The manual step happens fewer than 20 times per month. At that volume, a $3k build takes years to pay back.
- The process is unstable. If the workflow changes every 60 days because the business is still figuring it out, building automation on top of it locks in the wrong version. Stabilize the process first, then automate it.
- The legacy system genuinely has no integration surface. Some older platforms have no API, no webhook, no email trigger, and export-only via a locked-down desktop client. We scope this on the call. It is rare, but it happens.
If any of those apply, we will say so on the call and not take the project. Referrals come from clients who got the right answer, not from everyone who paid us.
Related builds by industry
These are specific automation problems we have scoped or built for each vertical. If your situation looks like one of these, the discovery call will move faster.
Frequently asked questions
- do we have to replace our CMMS, ATS, EHR, or DMS?
- no. we wire on top. you keep your system of record and your team keeps the workflow they know.
- who owns the build?
- you do. all code, prompts, and credentials live in your accounts. we hand off a runbook on day one.
- how is this priced?
- fixed fee, scoped after a 30-minute discovery call. pricing reflects integration depth, the systems involved, and whether the work pairs with a web-application build on top.
- how long does a build take?
- one to two weeks for light, three to four for medium, five to six plus for heavy. we ship in phases so something is running before the engagement closes.
- what systems can you connect to?
- anything with an API, a webhook, or an email inbox. most CMMS, ATS, EHR, DMS, and ERP platforms expose at least one of those. we scope the integration on the call.
- when is this not worth doing?
- if the manual step happens fewer than 20 times per month, the build cost will not pay back inside a year. we will tell you on the call if we see that.
Next step
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