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Just Let the Process Flow with Sage ERP X3

With some ERP systems, it's easy to lose yourself in the complicated web of menus, wasting valuable time searching for the tasks you need to perform your job function.  But rest assured, you'll never have that problem with the Visual Process Flows that are built into Sage ERP X3.  These graphical, job-oriented diagrams are designed to help you navigate the system and perform your daily tasks quickly and easily.

HOW SAGE X3 VISUAL PROCESS FLOWS WORK

Process Flows provide a visual workflow diagram that can be customized by department or for each individual user.  It provides a clear view of the tasks you need to accomplish and walks you step-by-step through the process.  A simple click on any of the process "milestones" will launch the underlying task/software function.  And with the proper  security rights, you can edit the process tree, add your own custom graphics, and really personalize the diagrams to meet your company-specific operational procedures.

IMPROVING YOUR ERP EXPERIENCE

The primary goal of Visual Process Flows is to allow you to quickly identify the right tasks and launch screens without searching through the giant tree of menu items and icons within Sage X3.  Process Flows also make it easier to visualize how individual tasks relate to the overall business process which can shorten the learning curve for new users.  They also serve as a nice reminder that helps experienced users breeze through tasks that are infrequently performed like year-end processing.  So in this case, a picture is worth a 1,000 hours of productivity.

Contact Us if you'd like to learn more about using Visual Process Flows in your business.
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Tags: Sage X3
Gia Lane

Written by Gia Lane

As a Customer Success Manager for our Sage X3 and Sage 500 practices, Gia focuses on the growing relationships between her clients and identifying software solutions that meet their needs.