Introducing TeamWork for Sage 300
Chat about and approve Sage 300 transactions in a mobile app
We’re excited to introduce TeamWork, the innovative collaboration solution jointly developed by AutoSimply and Orchid Systems.
TeamWork seamlessly integrates business processes and collaboration into a single system, enabling real-time communication between front-end team members and Sage 300 back-end users.
What is it?
TeamWork provides a new way for teams to work together, with conversations and actions shared across mobile devices and Sage 300 screens. TeamWork integrates AutoSimply's AC Chat with Orchid's workflow and collaboration capability, supported by easy-to-use templates and configuration options. It:
- Provides configurable alerts, notifications, and approval workflows for Sage 300 records in a chat interface.
- Includes a made-for-mobile version of Orchid's Extender Workflow Console, with the added Chat functionality.
- Provides a versatile alternative for communicating about Sage 300 transactions and setup files, as well as monitoring and actioning your workflow tasks in Sage 300.
- Provides visibility of a Chat between non-Sage users on the Sage 300 screens.
- Can be combined with Orchid Document Management Link to make signatures and photos captured on the mobile device available in Sage 300.
TeamWork innovations for Sage 300 users include:
Chat & Approve
- Discuss and approve Sage 300 workflows instantly via smartphone. All relevant data and decisions are securely stored alongside the approval process, ensuring transparency.
Intuitive Workflow Setup
- By simply answering "What, How, and Who", you can configure workflows quickly and get started immediately.
Pre-Set Sage 300 Workflows
- Choose from 25 (and counting) workflow templates, tailored to Sage 300, catering for common scenarios.
- Examples include approvals of: New Customers or Vendors, GL Batches, Customer Credit Limits, Purchase Requisitions, Internal Requests, Inventory Transfers, Discount Offers, and more.
Mobile Action Platform
- Manage Sage 300 workflows and administrative tasks, including AI-powered expense claims, leave applications, and time attendance, all from a mobile platform.
Single Base Collaboration
- Centralize all chats, approvals, documents, and signatures for each business process - streamlined and securely stored in the Sage 300 database.
Why use it?
Real-time Communication
- Users can discuss Sage 300 transactions instantly, reducing delays in approvals or updates.
- Teams across different departments, including those who don't use Sage 300, can coordinate efficiently in a single chat platform, reducing the need for back-and-forth emails.
- Conversations can be logged in a structured way, and referenced later, to track decisions related to Sage 300 transactions.
- Employees can participate in chats and approvals, and access updates, from anywhere, using mobile or desktop chat apps.
First Impressions from Sage 300 Partners
Curious about what Sage 300 partners are saying about TeamWork? Watch this video to see them share their first impressions and learn how it promises to transform collaboration.