Thanks to their diverse software lineup, Sage products have become an integral tool for businesses of varying sizes. From SMEs to multi-national companies, businesses around the world have been able to transform their finances and forge a new path in how they operate.
A key role of Sage is to help optimise various work processes. We’ve heard from many happy customers about how Sage has transformed their various business procedures. Without the proper guidance, however, you may fall behind in system management.
Your Sage platform can slow down and become cluttered, making it harder to align it with your business goals.
Whether you’ve fallen behind in Sage management or want to know how much more it can help you, ask yourself:
What can I do to get the most out of Sage?
1) Sage audit
Firstly, it’s important to know whether your current Sage setup can deliver on your desired business goals. By reviewing the state of your Sage system, you can determine how it is being used across the business. Are the necessary departments using it to improve their reporting accuracy? Perhaps certain teams that could benefit from Sage’s features don’t currently have access.
Take this opportunity to identify where Sage users may be struggling. Finding a solution to their issues can minimise potential delays in their work.
You might find that your business’s goals and how you achieve them have shifted since you first integrated Sage. This may require transitioning from one system to another Sage system that better fits your needs.
Eventura can help you to identify where these underlying issues may lie, directing you towards a solution
2) Tidy home, tidy mind
If the data you’re working with isn’t coherent, how can you navigate Sage and achieve your business goals? Think of it like a treasure hunt:
Sage is your map, and poor-quality, duplicated data is the long, twisted vines blocking your path. Eventura is your sword, helping you cut through the clutter.
X marks the spot for efficient, successful operations.
But how can you clean and refine your data? Here are a few steps we recommend.
- Regularly review your customer, supplier and product records. Make sure they’re in order and that you aren’t working with duplicate or outdated datasets.
- Ensure your data is organised with standardised naming. Having one set of documents named ‘Client-Invoices-May-26’ and another called ‘June 2026 April Client Invoices’ makes it much harder to navigate through vital data when you need it. Creating a consistent format for naming your records makes your Sage experience much smoother.
- Archive historic data if you no longer need to use it daily. Sometimes, helpful data is no longer needed in the month-on-month financial data. While you should always keep records for the future, keeping them archived ensures they don’t overly complicate your processes.
3) Avoid overloading data
Slow performance doesn’t just reduce productivity; it can also lead to frustration among your team. Large data sets can cause slowdowns, which is why it’s important that your chosen Sage platform matches your business’s needs. And it isn’t the only factor that affects your software’s speed; others include:
- Old transactions and reports are taking up too much space.
- You may be trying to run Sage on outdated hardware, resulting in unoptimal performance.
- Slow network connection. Sage 200 runs natively on your computer, Sage Intacct is fully cloud-native and Sage 50 offers desktop software with cloud-connected capabilities.
- Ensure your Sage software is up to date. Not only do patches keep your account secure, but they may further optimise the software, minimising bugs, crashes and load times.
Whether you’re new to Sage, or have utilised its features for a while, address potential performance issues before they affect daily operations.
4) Automate repetitive practices
Sage Intacct includes advanced AI-powered finance features, while Sage 50 and Sage 200 primarily offer workflow automation and productivity tools.. While it was understandable to be hesitant about AI-driven processes a few years ago, the technology available now ensures tasks are executed automatically, minimising human error.
Sage can help you to identify menial, repetitive tasks across finance, payroll and reporting. Once these tasks are identified, Sage can assist in automating their completion, such as data entry.
The reporting process benefits from automation in multiple ways. Not only can it speed up invoice processing, but it can also schedule automated reminders for clients who may be behind on their payments.
All of this leaves you with more time to focus on the areas of your role that require greater attention.
5) A holistic approach to Sage Intacct
Sage is a great system in its own right, transforming how you manage various aspects of your business and its financials. By integrating Sage with other business systems, you can get even more out of both Sage and the other tools your business uses.
This includes:
- CRM systems.
- E-commerce platforms.
- Payroll systems.
- Stock management tools.
- Business intelligence platforms.
Various factors tracked by different business systems enable seamless data management across systems. If a variable changes in a CRM system, it can be automatically adjusted in a dedicated payroll system, which in turn updates your finances in Sage.
This can then reduce the chance of incorrect or duplicate data entries, which was mentioned as important in previous sections.
If you want to optimise Sage, a holistic, connected approach to your digital systems would be highly effective.
How can we help?
Eventura are a certified Sage partner, meaning we have extensive experience with Sage 50, Sage 200 and Sage Intacct. If you’re paying for a system like Sage, you want to make the most of what it can do for your business.
Why throw yourselves in the deep end when Eventura can support your journey through Sage? Optimise your processes, and see your business thrive today. Get in touch.
