Process mapping
Sales stages and their information exchanges are documented to make the commercial workflow explicit.
Geo Resource: connect sales processes with ERP.
Sales-process mapping, connection with Saari ERP and financial reporting: a scope spanning operations and finance.
The starting point
The Geo Resource case combines formalising sales processes with connecting them to the existing Saari ERP. Financial reporting is also part of the scope presented.
The engagement scope
Saari connection
The integration connects sales processes with the management system already used by the business.
Financial reporting
Financial-reporting automation uses the data connected with the ERP.
Connecting the parts of the project
Connecting tools starts with understanding processes and their data. This case brings sales-process mapping, integration of existing systems and financial reporting into the same working scope.
We wanted to clarify our sales processes and connect them with our Saari ERP. Working with Excellia brought together the stages, responsibilities and information needed for financial reporting. We valued an approach that starts with how the business operates before discussing integration.