PROCESS CONSULTING AND BESPOKE SOFTWARE FOR BUSINESSES
Process automation and ERP integration
Process automation and ERP integration to connect information, reduce manual tasks and control validation and exceptions.
Tell us about this process ↗When it makes sense
When the same information is exported, checked and entered repeatedly, we need to understand which steps can be connected. Process automation starts by defining data sources, rules and responsibilities. ERP integration is assessed against available interfaces and the systems involved.
An illustrative example
A team exports ERP data to update a tracking spreadsheet. We can review the source, define the required information and assess a transfer with validation. If a field is missing or a discrepancy appears, the flow should flag the exception for review.
What delivery can include
- A map of systems, data and ownership for the agreed flow.
- Transfer, validation and exception-handling rules.
- Records needed to track operations and investigate failures.
- Criteria for testing the flow with representative data before rollout.
How we work
Understand
We review current work with the team, data and existing tools.
Define
We agree priorities, responsibilities, scope and acceptance criteria.
Validate in stages
We review examples and representative situations with the people involved.
Prepare continuity
We define rollout and the support required for the selected scope.
What we need to understand
Available ERP and other system interfaces; access permissions; data formats and samples; required frequency; matching rules and situations needing human review. Feasibility is confirmed during diagnosis.
Frequently asked questions
Can you integrate any ERP?
We do not assume universal compatibility. We assess interfaces, permissions and available documentation. The approach and feasibility are defined for the specific system and process.
Which tasks can be automated?
Information transfers and repetitive tasks with explicit rules are starting points. We first analyse data, exceptions and responsibilities to determine what can proceed and what needs review.
What happens if something fails?
Failure handling is part of defining the flow. We agree validation, records and situations to flag so that discrepancies can be identified and reviewed.
Explore related solutions
LET’S TALK
Which process would
you like to improve?
Tell us where your team loses time, where information becomes scattered or what is holding operations back.
The first step is a conversation.
Tell us about the process you would like to improve. We explore how it works today, where the difficulties lie and which tools you already use. Together, we then assess whether a diagnostic review makes sense and agree the next step.
- Understand the challenge
- Identify priorities
- Agree a next step
Or email us directly
geral@pereiralegacy.com ↗