Club Quarters - Connect Point

Business Need & Solution

The app allowed their sales reps to set up, schedule and register events and attendees, reducing data inconsistencies. This helped them focus their sales and marketing effort on actual research and marketing rather than keeping their paperwork up to date regarding events and registration.

  • A SharePoint + Sage ERP Connector named “Connect Point” was developed to be used by 50+ customers with SAGE ERP for Sage 100, Sage 300, Sage 500 & Sage X3
  • All invoices are scanned through GScan (a automated scan tool) and dropped to a central library, and the invoices are stored in SharePoint Online and metadata, line items are processed by SAGE products
  • Different workflows are implemented in SharePoint for managing different levels of approvals depending upon the invoice type and invoice amount
  • After the approval, the scanned document is routed to a destination library and added to record with adding the metadata and line items to SAGE X3 (ERP) for further processing

Tools & Technology

  • SharePoint Online
  • Office 365