What this service means for your business
We help businesses analyse and improve processes around Sage 100. The focus is on identifying manual steps, duplicate data entry, reporting gaps and handoffs that can be simplified through better workflows, structured exports, integrations and automation around the ERP environment.
What we deliver
- Review of existing Sage 100 business processes
- Workflow and process mapping
- Automation concepts for repetitive tasks
- Reporting and data-export workflows
- Structured handoffs between ERP and Microsoft tools
- Integration planning for surrounding business systems
- Process documentation and user guidance
- Testing of agreed workflows before rollout
Typical business use cases
- Employees repeatedly copy data between Sage and Excel
- ERP reports require too much manual preparation
- Business processes depend on email and manual follow-up
- Different departments use inconsistent process steps
- Management wants better visibility into ERP-based processes
Business value
- Reduced repetitive administration
- Fewer avoidable manual handoffs
- More consistent operational processes
- Improved reporting and data availability
- A clearer basis for future automation and integration
How we deliver the project
01
Process analysis
We document the current workflow, users, approvals, data movement and pain points.
02
Automation design
We identify realistic automation opportunities and define system boundaries and dependencies.
03
Implementation
We configure the agreed workflow, data exchange or supporting automation.
04
Testing & documentation
We test the process with realistic cases and document the final workflow for users.
Scope & third-party costs
Sage licenses, Sage modules, certified add-ons, vendor-specific interfaces and changes that require a Sage partner or manufacturer support are not included unless explicitly agreed.