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3 ERP Workflow Best Practices

3 ERP Workflow Best Practices

What are the Benefits of Your Growing Business to Streamline Your ERP Workflow

Managing a successful business requires access to the right kind of data at the right time in order to make smart decisions and to make the appropriate adjustment in the strategy moving forward.  In this blog, we will explore how a successful business benefits from developing a set of policies and procedures to maximize decision-making efficiency by leveraging the ERP workflow.  No one individual should be expected to handle all issues- it's just not realistic or scalable . Any business owner who wants to grow their business is making a smart decision if they invest in technology that empowers each manager of each area or department in the business to have access to the right kind of data to make appropriate decisions for their area of responsibility.  Let’s look into how an effective ERP implementation can help with this effort. 

Why Bother with Streamlining ERP Workflow?

1. Streamline Best Practices within Your ERP - Effective managers work to help employees follow a procedure in each aspect of their work. If an employee is not operating under a set of guidelines or policies, constantly consulting a manager about proper protocol becomes time-consuming and non-productive.  The more your business grows, the more important it becomes to have best practices and policies in place.  Exceptions are manages as an exception not the norm. An enterprise resource planning (ERP) workflow is a great tool to improve the process of following procedures as well as being more efficient and consistent. With this type of software, you can list important and common tasks along with appropriate actions and responses.  The combination of experienced and dedicated employees along with a set of implemented best practices, an ERP system becomes the hub to the success of a growing business.
2. Automated Business Alerts Helps Keep a Pulse on the Business -  When an account becomes overdue, a vendor order is delayed, or important business conditions change, you need a reliable method for informing all appropriate parties. Sage X3 is an ERP workflow solution that makes this easy with automation. With user-defined events and user-defined alerts, you can set the system up to pass along important information however, whenever, and to whomever you wish.
3. How to Reduce Costs - If you are able to make the right decision promptly, it helps with all the things necessary for business growth like; keeping an important client, receiving the correct order from a vendor, and remaining in compliance with regulations. With the information collected and sorted by your ERP system, these decisions become easier which, in turn, can reduce the financial costs and save the time that would be lost to reconciling mistakes.
4. Proper Procedures in All Branches and Departments - Growing organizations need to follow proper procedures throughout the entire business. All employees should be aware of and trained on those procedures and, to improve workflow and efficiency, use an ERP to ensure accuracy and consistency. With Sage X3, you can do this and more.
Contact Mantralogix to learn more about what Sage X3 can do for your business.

Mantralogix – ERP System Implementation Specialists

Mantralogix consultants are experts in ERP system selection and implementation. We can guide small to midsize businesses through requirements definition, selection, and implementation of the software solution that’s right for your particular needs. Leverage Mantralogix’ experience to provide true business value and a competitive advantage. We provide services for an extensive variety of businesses in many industries. Training and on-going support provide long-term value to our customers now and in the future.

Find out how the Mantralogix Advantage can be your competitive advantage. For us it’s personal, not just business.

As a trusted technology partner, Mantralogix delivers enterprise software solutions to both Canadian and U.S. businesses. We are happy to receive your inquires for any types of services which you are looking for and will focus on ensuring your requirements are met. Please call us at 1-866-320-8922 or email us.

About Mantralogix

Mantralogix specializes in the implementation, support, and training of world-class ERP solutions from Sage, including Sage ERP MAS 500, Sage 300 ERP (formerly Accpac), and Sage ERP X3, Sage PFW, and Sage BusinessVision Accounting (BV).  We also help with CRM, HRMS, custom development, hardware, and IT consulting and outsourcing. Mantralogix has in-house expertise in designing, developing and implementing solutions for financial, manufacturing and distribution verticals.  Contact us today at 866-320-8922 or visit

Another version of this article was previously posted on Mantralogix’s Blog by Jackie on Dec. 23, 2015: Streamlining Best Practices with ERP Workflow

Topics: sage erp, erp, Sage X3

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