wellmanaged.

Thoughtful automation. Connected operations.

Complex work.
Clearly
managed.

Your ERP, connected. Repetitive work, handled at the push of a button. Make more room for the work that moves your business forward.

Explore what we do

Built around your business. Down to the details.

THE WORK, CONNECTED
01 / THE FOUNDATIONYour systems & data
DOCUMENT WORKFLOW
Work in
motion.
SOURCE INFORMATION
CONNECTED WORKFLOW
The right details, carried through
03 / THE NEXT STEPThe next step, handled
A connected workflow, illustrated.
MAKE EVERYDAY WORK FLOWConnected systemsDocument workflowsProcess automation

01 — WHAT WE DO

Your business has enough moving parts. Let’s make them work together.

From the systems you rely on to the steps you repeat, we build practical connections that make everyday work easier to manage.

01 / Connect

Your systems.
On the same page.

Connect your ERP and business applications to the workflows that need them. Keep the information you already maintain moving through the work.

Explore connected systems
02 / Prepare

Good information.
Put to work.

Prepare Division Orders, Transfer Orders, ACH forms, 1099s, and ACH remittance from your source data. Less copying. Less repetitive preparation.

Explore document workflows
03 / Automate

Less repetition.
More forward motion.

Build automation around recurring tasks and handoffs, with clear steps for the people who review, decide, and keep the work moving.

Explore process automation

YOUR ERP. YOUR WORKFLOW.

Your ERP.
One button.
Less busywork.

Finally, a connection between your ERP and the laborious tasks that follow. Generate the next batch at the push of a button, with your data carried through and your review steps in place.

Let’s connect your ERP
Division Orders
Turn ownership and interest data from your ERP into Division Orders, ready for review.
Transfer Orders
Carry ownership changes into Transfer Orders without rekeying the same information.
ACH Forms
Prepare ACH enrollment forms with the details already in your system.
1099s
Bring year-end payment data into your 1099 preparation workflow, with less manual assembly.
ACH Remittance
Generate remittance statements from your ERP’s payment details and keep recipients informed.

02 — HOW IT CONNECTS

Less distance
between the data
and the doing.

Start with the work in front of you.
See how the pieces fit together.

A place to startConnected systems

Your tools.
A common thread.

Your ERP holds the details. Put them to work beyond the system.

  1. Start with your ERP

    The ownership, account, and payment data your team already maintains.

  2. Connect the information

    Bring the right details into a shared process.

  3. Put it to work

    A document, an update, or the next handoff.

Connected details. A clearer starting point.
From data to documentDocument workflows

The right details.
In the right document.

From an ownership change to a payment run, put your ERP data into the right document.

  1. Start with the source

    Ownership, account, and payment details from your ERP.

  2. Push the button

    Generate the forms, orders, or remittance statements your workflow needs.

  3. Review the output

    A prepared document for your next step.

Source information, carried through.
Bring the pieces togetherProcess automation

The routine work.
With a better rhythm.

Replace laborious preparation with a repeatable workflow your team can start at the push of a button.

  1. Define the starting point

    A scheduled task, new data, or a team request.

  2. Connect the steps

    Updates, documents, and handoffs in sequence.

  3. Make room for review

    Keep people involved where decisions matter.

A practical process, ready to repeat.

03 — OUR APPROACH

Built around the work.
Down to the details.

01

Understand the work.

Start with the people, systems, and details behind the process. Build around what the business actually needs.

02

Connect the steps.

Make the handoffs between tools and teams feel like one considered process.

03

Keep people in the picture.

Automation should make work easier to manage. Keep the right moments for people to review, decide, and act.

MAKE THE CONNECTION

What could work
a little better?

Tell us about your ERP and the work you’re tired of repeating. Let’s put the next order, form, or remittance a button away.

Let’s talk info@wellmanaged.io