The situation

The company had grown into new product lines and sales channels. Finance, sales, purchasing and the warehouse each worked in their own tools, and staff re-entered orders, stock movements and invoices from one system into the next. Month-end closing depended on spreadsheets, and nobody had a reliable, current view of stock.

What we did

  • Implemented SAP Business One for finance, sales, purchasing and inventory, and migrated master data and open transactions from the previous tools.
  • Introduced DocuWare to capture incoming invoices and route them through approval workflows linked to the matching SAP Business One documents.
  • Integrated SAP Business One with the company’s other systems, so orders, stock and payments are exchanged automatically instead of retyped.
  • Built management reports on SAP Business One data that refresh automatically.

The result

  • Month-end closing runs inside one system instead of a collection of spreadsheets.
  • Sales and purchasing work with real-time stock levels.
  • Incoming invoices are approved in workflows, without paper and with a complete audit trail.
  • Management reports update themselves instead of being assembled from exports.