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Case study · Sage 200 Professional

From a physical server to a fully cloud-based business

A business running Sage 200 Professional relied on a single physical server, separate third-party ordering software and spreadsheets for reporting, sales targets and staff records. We moved everything to Microsoft Azure and replaced the patchwork with bespoke web apps and a mobile ordering app connected directly to Sage 200.

Accounting package
Sage 200 Professional
Services
Bespoke Software Development, System Integrations, Accounting & Finance Systems, Business Intelligence & Reporting
The challenge

What needed solving

  • Sage 200 Professional and the business data ran on one physical server, so remote access was slow and the hardware was a single point of failure.
  • Sales reps took orders in third-party software, and those orders then had to be re-keyed into Sage 200.
  • Management reporting meant exporting from Sage 200 and building spreadsheets by hand.
  • Salespeople could not easily see their targets and progress against them.
  • Employee records and HR admin were spread across documents and spreadsheets.

The outcome

  • Everything now runs in the cloud, with no physical server to maintain.
  • Orders reach Sage 200 the moment a rep places them, with no re-keying.
  • Management, sales and HR each have a purpose-built app instead of spreadsheets.
  • One less third-party software licence to pay for and support.
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The solution

What we built

01

Azure infrastructure

We designed and built the full Microsoft Azure environment: virtual machines, networking, secure remote access, backups and monitoring.

02

Server migration to Azure

We migrated the physical server, including Sage 200 Professional and its data, to Azure with a planned cut-over and minimal disruption. The business now runs entirely in the cloud.

03

Reporting app

A bespoke web app that turns Sage 200 data into clear, up-to-date reports, so management no longer has to build spreadsheets.

04

Sales targets app

A web app that shows each salesperson their targets and live performance, so everyone knows where they stand.

05

HR app

A bespoke web app for employee management that keeps staff records and HR admin in one secure place.

06

Mobile ordering app

A new mobile app that replaced the third-party ordering software. Sales reps place orders on the road, and each order goes straight into Sage 200 as a sales order.

How the data flows

What syncs, and in which direction

Sage 200 → Bespoke apps

  • Customers
  • Products & prices
  • Sales figures
  • Reporting data

Mobile ordering app → Sage 200

  • Sales orders
  • Order lines
  • Customer details
Under the hood

Engineering highlights

  • Complete move from a physical server to Microsoft Azure
  • Sage 200 Professional running securely in the cloud with remote access
  • Three bespoke web apps for reporting, sales targets and HR
  • Mobile ordering app integrated directly with Sage 200
  • Third-party ordering software retired
  • Backups and monitoring built into the Azure set-up

Tools & technologies

  • Microsoft Azure
  • Azure virtual machines
  • Sage 200 Professional
  • Sage 200 API
  • Bespoke web apps
  • Mobile app
  • SQL Server

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