ERP Integration with FSM: A SAGE Example

In the past, industries faced many operational challenges. Companies needed better ways to manage resources, track assets, and improve efficiency. ERP systems like SAGE changed business operations by offering complete solutions.

Over time, these systems became complex and essential for large businesses. However, many ERPs are closed systems, making integration expensive and difficult to maintain (source).

Customising ERP software allows businesses to tailor solutions to their needs. But this often increases costs and creates challenges when upgrading or connecting with other platforms. Many ERP providers work in closed systems. This limits integration with outside applications and makes it harder to use new technology (source).

For companies managing assets or/and field service operations, ERP is a key part of their business. However, ERP and maintenance management solutions serve different purposes. Relying only on ERP for maintenance and asset lifecycle management can lead to complexity, limitations and slow down operations.

Bridging the Gap Between Traditional Systems and Innovation

The maintenance industry is transforming, with companies seeking ways to improve efficiency, reduce downtime, and optimize operations. However, many businesses struggle to close the gap between traditional industrial processes and modern technology.

ERP systems have been the backbone of industrial operations for years. But their complexity often slows innovation. Technologies like Industrial IoT integration, AI analytics and smart field services are evolving rapidly. This creates a gap between what ERPs offer and what modern industries need.

Seamless ERP integrations solve this challenge. When ERP systems like SAGE connect with solutions like FullyOps, businesses can:

✔ Improve efficiency without replacing existing systems

✔ Use advanced technology to improve processes outside the main area of ERP.

✔ Reduce reliance on manual processes

✔ Stay competitive in a fast-changing market

Enhancing FullyOps FSM Without Replacing ERP: SAGE Integration Use Case

The field service management goal is not to replace ERP systems like SAGE. Instead, it enhances them by offering better asset lifecycle management and field service management features. FullyOps is a maintenance management solution, which focuses on key areas and ensures easy integration with an open API. This allows smooth data connection between systems.

Here’s how FullyOps integrates with SAGE to solve real-world challenges:

1. Live Data Connection

Many businesses struggle with outdated or duplicate data across platforms. FullyOps eliminates this problem by synchronising bi-directional with the ERP:

✅ Companies

✅ Contacts

✅ Catalog Parts

✅ Non-Catalog Parts

✅ Equipments

2. Automated Document Creation in SAGE

Back-office Teams usually create documents in the ERP system after finishing a work order. This process takes a lot of time and can lead to mistakes. It also carries some risks. FullyOps automates this process by:

✔ Triggering custom generation of purchase orders, service confirmations, and invoices to SAGE

✔ Reducing manual work and errors on data changes

✔ Ensuring compliance with company policies

This automation saves businesses time and resources while ensuring data accuracy.

Open API and easy integration means innovation and fast growth

The Open API integration approach provides companies with flexibility and a competitive advantage for their customers.

FullyOps integration with SAGE proves that businesses can achieve efficiency, innovation, and flexibility without disrupting their core ERP functions. We also integrate with other systems and we allow the customers to do their own integrations if they need.

The customer can generate multiple access tokens and then manage different integrations with our API.

Intelligent Inventory Coordination: The Next Step

Field teams require precise, current inventory levels to prevent delays, avoid excessive ordering, and guarantee smooth service execution. Without proper coordination, businesses face stock outs, excess inventory, and operational inefficiencies that lead to lost time and money.

Implementing smart inventory coordination has its own challenges. It needs strong integration with Enterprise Resource Planning (ERP) systems. This is important to keep data accurate and secure.

The challenge is not just tracking stock levels. Creating a two-way data flow is the focus. This flow makes sure that both the field and ERP system have up-to-date inventory information.

This level of integration needs a clear plan. It keeps decision-making centralised in the ERP. This helps avoid data inconsistencies and security risks. Here’s how it works:

1. Keeps Catalog Data Updated – The system keeps product and part catalogs in sync with the ERP. This reduces errors in naming, availability, and pricing.
2. Receives Inventory Updates – Field teams can see accurate stock levels for parts and supplies. This helps avoid delays and manual changes.
3. Tracks Resource and Component Usage – As users consume parts, the system automatically records their consumption in the ERP. This aids in restocking inventory proactively instead of reactively.
4. Gets ERP docs created and inventory updates – The team easily makes work orders, invoices, and other important ERP documents. This keeps inventory records accurate and in line with operational needs.

Curious about FullyOps’ integrations like SAGE or another ERP? Schedule a demo by completing the form.