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4 Ways To Improve Business Performance When Using SAP Business One

Today’s consumers, business partners and key stake-holders want information on-demand. For many organisations, providing this data quickly and efficiently places a considerable strain on employee resources. With the speed and accuracy of a response providing a significant impression on your organisation what plans are you putting in place to improve efficiency?BusinessPerformance

Providing employees with a range of tools to develop and maintain key information that is available 24/7 can enable any organisation to easily adapt and evolve to the forever increasing demands placed on a business and its employees.

Simon Wybrow from Orbis Software, the developer of TaskCentre for SAP Business One, takes a look at four key steps that any organisation can implement to improve company performance when using SAP Business One.

1. Integrate your business systems and applications
Bridging the gap between disparate systems and online web services enables organisations to have business applications that ‘talk’ to each other to reduce process bottlenecks and remove repetitive data entry tasks.

Common examples of SAP Business One integration include:

  • eCommerce applications e.g. Magento, Shopify and PrestaShop integration
  • Courier Services e.g. DPD, Parcelforce and UPS integration
  • Online email marketing services e.g. MailChimp, dotMailer and HubSpot integration
  • SharePoint and MS Exchange integration
  • Practically any bespoke or web service application including Companies House and VIES

Using a dedicated platform for SAP Business One integration projects can transform your organisations applications in to one event-driven application ensures that systems ‘play nicely’ whilst reducing the need for complex integration development.

To simplify integration projects, SAP certified drag and drop code free integration tools such as TaskCentre for SAP Business One can be used to automate the flow of information between systems to remove repetitive administration, eradicate data entry errors and improve management decision making.

2. Dynamically optimise employee productivity
Optimising employee productivity through workflow practices enforces process consistency within an organisation. Employee productivity can be optimised by intelligently routing out of system workflow tasks to individuals or teams to gather valuable decisions and response feedback. For example workflow can be used for authorising credit limit increase requests and multi-level purchase order authorisations. Adding out of system workflow capabilities to your existing SAP Business One set up will immediately increase productivity, eradicate administration waste and enhance stakeholder relationships.

Common examples of TaskCentre for SAP Business One workflow include:

  • Discount Approvals
  • Multi-level purchase order authorisations
  • Account data update approvals

3. Automate everyday company documentation
The creation, distribution and management of business documents are commonplace activities within departments. Automating the creation and distribution of reports, statements and other documentation can remove unnecessary administration, safeguard your organisation against human errors, increase the visibility of information and assist with improving management decision making.

Examples of document automation for SAP Business One:

  • Delivery notes
  • Sales and marketing reports e.g. sales figures, KPI statistics, click through reports
  • Financial reports e.g. cash flow statuses and aged debtors

4. Introduce external real-time business notifications
Identifying potential issues before they happen enables organisations to make informed decisions which are based on critical data events. SAP Business One already has alerting capabilities built in and enhancing this functionality with a flexible and fully customisable notification tool can present critical information to key parties that impact their interaction with you and your company.


Adding advanced notifications to SAP Business One provides the ability for notifications to be distributed as HTML or plain text emails with attachments (PDF, MS Word, MS Excel etc.) or SMS text messages to external suppliers, distributors, retailers and other key stakeholders in real-time.

This not only ensures that consistency of communications is improved but assists in increasing employee performance regardless of their location.

Common email or SMS based alerts used by TaskCentre for SAP Business One users:

  • Stock level and stock movement alerts
  • Credit control notifications
  • Incomplete sales record and customer account status update alerts
  • Delivery due date and completed order status

Streamlining your business processes through integration, automation and out of system workflow can play a large part in the acceleration of company performance levels. For an impartial view on TaskCentre for SAP Business One, Polymax Ltd reveals how it achieved 360° visibility of the business by utilising TaskCentre’s SAP certified integration tools and process automation functionality. https://www.orbis-software.com/resources/Case-Study-Polymax.pdf

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