SAP Business One Automation & AI Add-Ons for Smarter ERP Workflows

SAP Business One Automation & AI Add-Ons for Smarter ERP Workflows

By CloudFactory Solutions
Online event

Overview

Explore automation best practices, approvals, alerts, add-ons and AI tools supporting Business One upgrade.

Getting Ready for Version 11 – Automation, Add-Ons & AI

The 2026 User Group Training Series, Getting Ready for Version 11, helps SAP Business One customers prepare in a practical, step-by-step way through focused sessions delivered across the year. Each one-hour session concentrates on a specific area of configuration or process design, allowing teams to make immediate improvements while building toward a smoother Version 11 transition.

Why automation and extensions matter

SAP Business One offers a strong and flexible ERP core, but real efficiency, scalability, and insight are often achieved through the automation, add-ons, and integrations layered around it. As organisations move closer to Version 11, it’s the right time to review whether approvals, alerts, workflows, and extensions are supporting the business or adding unnecessary complexity.

What this session covers

This session focuses on practical, real-world automation and extension options that reduce manual work, improve data integrity, and enhance user experience, without over-customising the system. The emphasis is on understanding what tools are available, where they add genuine value, and how to prepare your automation landscape for future SAP and partner innovation.

In this session, you’ll learn how to

  • Optimise approvals, alerts, and workflow automation
  • Extend system capability using proven add-ons such as Boyum B1UP, inventory optimisation tools, warehouse solutions, and AP automation
  • Use integrations and the Service Layer for smarter system connectivity
  • Introduce AI tools for reporting, forecasting, and process automation in a practical way
  • Align automation and extensions with Version 11 upgrade readiness

Attendee Profile

This session is designed for manufacturing and wholesale leaders with responsibility across finance, operations, supply chain or technology, who are looking to explore practical ways to drive smarter, more efficient operations.

Attendance is best suited to:

  • Senior leaders and management teams
  • Operational, finance and technology decision-makers


To keep the discussion focused and relevant for all attendees, this session is intended for business professionals in the relevant sectors. Registrations may be reviewed to ensure alignment with the intended audience.


Category: Business, Startups

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Highlights

  • 1 hour 30 minutes
  • Online

Location

Online event

Agenda

Workflow Automation & Approvals Optimisation

Learn how to streamline approvals, automate notifications, reduce manual steps, and implement best-practice alerting across purchasing, sales, inventory, and finance. This session covers how to design automated approval flows for purchasing, sales, and finance, reduce manual effort using alerts, approvals, and tools such as B1UP, prevent errors through validation rules and mandatory field logic, and structure workflows that support both audit compliance and operational efficiency.

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CloudFactory Solutions

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Free
Nov 25 · 7:00 PM PST