Shared records
Bring shared records into a shared workflow with accountable owners and reliable records.
CORE1ERP / SOLUTION FOCUS
Replace fragile files with shared business records.
Critical workflows should not depend on emailed versions and manual copy-and-paste.
THE BUSINESS CHALLENGE
The cost of disconnected processes.
Critical workflows should not depend on emailed versions and manual copy-and-paste.
Critical workflows should not depend on emailed versions and manual copy-and-paste. The difficult part is keeping requests, approvals and financial consequences together as work moves between departments.
THE OPERATING PRIORITY
Replace fragile files with shared business records.
Review shared records, validation and reporting in the same operational context, with defined responsibility at each handoff.
CONNECTED CAPABILITIES
Replace Spreadsheets: the work that needs to connect
Four areas to examine when assessing how Core1ERP could support your business priorities.
Validation
Bring validation into a shared workflow with accountable owners and reliable records.
Approval workflows
Assign ownership for approval workflows, track progress and surface exceptions before deadlines slip.
Reporting
Bring reporting into a shared workflow with accountable owners and reliable records.
IN PRACTICE
From shared records to a recorded outcome
A purchasing request is captured once and remains visible through approval and fulfilment.
01Record the shared records requirement with its owner, relevant location and supporting information.
02Connect validation and approval workflows to the appropriate review or approval.
03Use reporting records to reconcile what happened and report outstanding actions.
BUILT FOR CHANGE
What your team can assess in a demonstration
Shared information
See how shared records and related information can be accessed by authorized teams.
Practical controls
Examine the review points and approval responsibilities around validation.
Connected reporting
Connect reporting with management reporting and finance where applicable.
COMMON QUESTIONS
Questions about replace spreadsheets
How would Core1ERP fit our replace spreadsheets processes?
We would map your current shared records and validation processes, users, locations and approval rules before recommending a configuration. Final scope depends on the modules selected.
Can we begin with shared records before expanding?
Yes, a phased approach can start with a defined shared records workflow. Data migration, integrations and additional modules would be scoped separately.
What happens when approval workflows needs another team’s approval?
Connected workflows can pass relevant records and status updates between authorized users. We would confirm the exact approval path and required modules during discovery.
LET'S DISCUSS YOUR OPERATIONS
Discuss replace spreadsheets with our team.
Bring your current process, reporting requirements and the bottlenecks you want to resolve.