Automating Sales and Finance Workflows

Victorian Sliders - the UK’s largest manufacturer of energy-efficient uPVC sash windows - needed to improve the speed and reliability of its sales order processing across the business. While the ERP system captured orders centrally, the company operated multiple Sage finance systems aligned to different regional sales and order management teams. Each region required data in slightly different formats, with its own rules, codes, and workflows.

This meant orders had to be manually exported, transformed, and re-entered into the correct Sage system, creating duplicated effort, delays, and the potential for inconsistent financial data. The business needed a dependable integration that could route, validate, and process orders into the right Sage environment automatically - without adding complexity for staff.

We designed and delivered a tailored integration layer that connected the ERP platform to all regional Sage systems, automating the flow of order data into the appropriate finance environment. The interface applied region-specific logic, transformed data structures, and validated key fields to ensure every order reached the right Sage instance with complete accuracy.

To support real-world variability, the solution handled exceptions and edge-case orders gracefully, providing clear status tracking, error handling, and audit logs for operational and finance teams. By abstracting the complexity behind a simple, automated workflow, the integration removed the need for re-keying or manual reconciliation while maintaining full control and data integrity across regions.

The new integration dramatically reduced the manual workload tied to sales order processing, improved accuracy across all regional Sage systems, and accelerated the turnaround time from order entry to financial posting. Finance teams now work from cleaner, more consistent data, and month-end reconciliation is faster and less error-prone.

By automating a previously fragmented process and ensuring region-specific routing and validation, the solution has eliminated a key operational bottleneck and provided a scalable foundation for future digital improvements as Victorian Sliders continues to grow.