Case study

Envea embrace automation with X3 CloudDocs

Company Name:

Envea

Location:

United Kingdom & Worldwide

Industry:

Discrete manufacturing

Sage Solution

Sage X3 & X3CloudDocs

Type of Business

Envea is a global environmental technology company that provides innovative solutions for monitoring and controlling air quality. Envea designs, develop and manufactures high-performance sensors, analysers, and software systems for a variety of applications, including industrial process monitoring, emission control, and environmental compliance.

With a strong focus on environmental sustainability, Envea is dedicated to helping industries monitor their emissions and take steps towards reducing their carbon footprint.

Challenge

Initially, Envea were looking to update their processes and utilise automation to save time during month end. Sage X3 was the preferred software to help Envea digitise their processes and save countless time with manual entry and paperwork. X3 Consulting worked alongside the team to understand their business and scope the project during the discovery stage.

Another identified challenge faced by Envea UK LTD was its AP automation process. With numerous invoices to process and validate every day, the manual process was tedious, laborious, and time-consuming. They were looking for a solution which would allow their team to focus more on value-added tasks, rather than tasks which are better suited to a robot, as well as paperless automation that aligned with their company mission and values.

After implementing Sage X3 in 2021 with their Sage support partner, X3Consulting, Envea realised the AP automation process still required a significant amount of manual effort, and there would be a requirement for automation software to help drive efficiency in this process.

ROLE OF SAGE AND X3 CONSULTING

As part of an ongoing process improvement review, an inefficiency within their finance department was identified, specifically with Accounts Payable; with the help of their Sage support partner, Envea identified X3CloudDocs as a suitable solution.

We looked at 2-3 other solutions, but the best one that we found was X3CloudDocs. It was the most suitable for our business process. The UI is really simple and very easy to use. We wanted a simple software that could get the job done and integrated smoothly with Sage X3, and with X3CloudDocs it was just that.

Jayant Shinde, IT Systems Manager Envea UK Ltd

Result

Envea chose X3CloudDocs as the best fit for their business process, having been introduced and recommended by X3Consulting. X3CloudDocs was chosen because of its simple user interface and its ability to integrate smoothly with Sage X3.

We looked at 2-3 other solutions, but the best one that we found was X3CloudDocs. It was the most suitable for our business process. The UI is really simple and very easy to use. We wanted a simple software that could get the job done and integrated smoothly with Sage X3, and with X3CloudDocs it was just that.”

X3CloudDocs helped to free up the workload for Envea employees, allowing them to focus on important work rather than time-intensive repetitive entries. The software also streamlined the approvals process, with the ability to automatically “route” an invoice through a multi-level approval workflow; with email notifications (and reminder emails) this process is low-touch and accessible from anywhere, supporting remote working and a paperless operation.

About Sage x3

A scalable, global business management system, Sage X3 has been designed to support industry specific processes across finance, purchasing, inventory, manufacturing and customer relationship management. Sage X3 manages all areas of your business in one solution.Modules within the system are parameterised and can be enabled as the demands of the business grow; a solution for the future.

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