MARKETING OPERATIONS SYSTEM

ERMIS OS

Taking Businesses to the Next Level with the Power of AI

ERMIS OS Marketing Operations System is the operating system of your operations: a unified framework where data, workflows, automations and AI work together to keep your business aligned, secure and efficient.

What is ERMIS OS

ERMIS OS is an operations operating system that connects all the critical parts of your activity – from CRM and billing to compliance, reporting and automations. It acts as a single “nervous system” for the business, so that every move, every workflow and every decision passes through a coherent, controlled framework.

What it offers

  • Centralisation of operations and data, reducing the chaos of fragmented tools and broken processes.
  • Design and execution of automated workflows, with clear rules, roles and permissions.
  • Built-in monitoring, auditing and compliance, so every step is documented and verifiable.
  • Extensibility through APIs and connectors, plugging into existing platforms and SaaS tools.

Who it is for

ERMIS OS is aimed at businesses, founders and operations leaders who want to build a solid, repeatable and secure operational foundation. Ideal for environments with high demands on governance, traceability and interoperability — from digital health and regulated SaaS to complex RevOps setups.

THE PLATFORM

What ERMIS OS does

Four pillars covering every product in the group — from prescriptions to invoicing.

Workflow Design

Designs, optimises and implements operational flows: patient registration, appointments, invoicing.

Systems Integration

Connects product APIs with CRM, ERP and ticketing systems through standardised connectors.

Workflow-as-Code

Runs automations via n8n / Temporal and versions every configuration on GitHub (IaC).

Audit Trail

Every action is logged with user, purpose, data and output — full traceability.

BLUEPRINT 01

Medical Cannabis Prescriptions — Cross-Country

End-to-end flow: from the patient's request to dispensing and reporting, with a medical human gate.

01

Request Intake

Planner Agent

The prescription request enters via the patient or doctor portal and the Planner Agent breaks it into tasks.

02

Regulatory Check

Regulatory Compliance Agent

Verification of medical cannabis legislation per country: eligibility, limits, required documents.

03

Clinical Pathway

Clinical Workflow Agent Human Gate — Doctor

Preparation of the clinical protocol and file. Final approval is always given by a doctor — never autonomously by the system.

04

Prescription Issuance

Ops + Compliance Agent

The prescription is issued via the CannabisMedica.online API with a simultaneous compliance check.

05

Pharmacy Dispatch

Ops Automation Agent

Routing of the prescription to the pharmacy or dispensary with delivery confirmation.

06

Follow-up & Monitoring

Customer Communications Agent

Automatic reminders, review appointments in Google Calendar and communication with the patient.

07

Cross-Country Reporting

Compliance + Analytics Agent

Compliance reports and operational KPIs per country — for regulators and management.

BLUEPRINT 02

New Clinic Onboarding in Ippokratis

From kick-off to go-live: a structured process for onboarding a clinic onto the Ippokratis telemedicine platform.

01

Kick-off & Roadmap

Planner Agent

The Planner Agent generates a phased roadmap with milestones, owners and a timeline.

02

Discovery & Gap Analysis

Clinic Operations Agent

Mapping of the clinic's current workflows and identification of gaps in processes and systems.

03

Workflow Design & Compliance

Clinical + Compliance Agent

Design of telemedicine workflows adapted to the regulatory framework of the clinic's country.

04

Technical Implementation

Ops Automation Agent

Configuration of the Ippokratis tenant: APIs, video calls, calendars — all versioned on GitHub.

05

Documentation & Training

Content & Copy Agent

Local manuals, SOPs and training material for the clinic's staff.

06

Patient Experience

Customer Communications Agent

Patient communication templates: invitation, telemedicine instructions, reminders.

07

Go-live & KPI Monitoring

Data & Analytics Agent

Launch with continuous monitoring of KPIs, SLAs and service quality.

INTEGRATIONS

Connectors & Integrations

All connectors are exposed as standardised tools — each product defines which tools it exposes and which agents may use them.

GitHub
Notion
Google Drive
SharePoint
Outlook
Google Calendar
CannabisMedica API
Ippokratis API
EHR / EMR
CRM / ERP
n8n / Temporal
Ticketing

Want to automate your operations?

Contact us to design your own operational blueprints with ERMIS OS.