Resources

ERP improvement stories, guides, and field notes.

Recent examples of reporting, integration, AI, support, upgrade, and workflow improvements tied to business outcomes.

Latest

Newest articles

Explore CloudConnect
Project Notes Cycle count statistics that turn inventory accuracy into an operating story 7 min read CloudConnect A walkthrough: keeping SQL Server reporting useful for CloudSuite Industrial 8 min read Project Notes Medius SyteLine connector for AP automation 8 min read CloudConnect How ERP catalog, order, inventory, and pricing integrations should be built 7 min read AI for ERP A practical way to use AI for SyteLine exception review 7 min read

CloudConnect

SQL-to-cloud ERP access, integration, reporting, monitoring, and data movement guidance.

2 articles
SQL Server Management Studio-style view showing an example SLItems query and item master result grid.
CloudConnect Product Walkthrough 8 min read

A walkthrough: keeping SQL Server reporting useful for CloudSuite Industrial

A practical walkthrough of how CloudConnect keeps SQL Server reporting, validation jobs, Power BI, and integration workflows connected to CloudSuite Industrial cloud data.

CloudConnectCloudSuite IndustrialSQL Server
Read article
Integration operations dashboard showing ERP catalog, inventory, pricing, and order sync activity.
CloudConnect Integration Walkthrough 7 min read

How ERP catalog, order, inventory, and pricing integrations should be built

A walkthrough of the work behind product catalog, order, inventory, pricing, discount, cost, and customer data movement.

IntegrationInventoryOrders
Read article

AI for ERP

Human-in-the-loop AI opportunities grounded in real ERP support, reporting, and workflow problems.

2 articles
ERP support triage workspace showing an intake chat, missing evidence checklist, and expert queue.
AI for ERP How-To Guide 6 min read

AI-assisted ERP support triage that still respects expert review

How to design an AI support intake workflow that gathers useful ERP context before an expert starts troubleshooting.

SupportAI TriageSyteLine
Read article

Project Notes

Implementation lessons from real SyteLine and CloudSuite project work.

6 articles
Cycle count statistics dashboard showing score, item accuracy, dollar accuracy, count history, and adjustment impact.
Project Notes Project Summary 7 min read

Cycle count statistics that turn inventory accuracy into an operating story

How cycle count work moved from transactional count activity into history, variance reporting, and performance scorecards.

InventoryCycle CountsReporting
Read article
Payroll export validation screen showing staged SyteLine time rows, earn code mapping, and export status.
Project Notes Project Summary 6 min read

How a SyteLine payroll export becomes a controlled workflow

How payroll export work moves from spreadsheet preparation into staged validation and controlled output.

SyteLinePayrollExport
Read article
Lockbox import review table showing parsed bank file rows, validation messages, and posting controls.
Project Notes Workflow Example 6 min read

A lockbox import should validate before it posts

A controlled SyteLine lockbox workflow: parse the bank file, stage the rows, validate every risk, then post only after review.

SyteLineLockboxImport
Read article

Articles

Practical guidance, readiness checklists, and decision frameworks for ERP leaders.

2 articles
Reporting modernization dashboard showing source logic, calculation checks, and decision metrics.
Articles Article 8 min read

Modernizing SyteLine reports without losing the business logic

A practical guide to replacing spreadsheet-heavy reporting with supportable SyteLine report logic, dashboards, and decision views.

ReportingDataViewsDashboards
Read article
Upgrade readiness board showing custom object inventory, validation scenarios, and owner signoff.
Articles Checklist 7 min read

Upgrade readiness for customized SyteLine environments

A readiness checklist for teams with forms, reports, SQL, events, imports, exports, integrations, UETs, and IDOs that must survive an upgrade.

UpgradeSyteLineValidation
Read article

Newsletter

One practical ERP improvement idea, monthly.

Guides, project write-ups, and field notes you can apply to your own ERP environment. No noise, unsubscribe anytime.