Sage Erp X3 Projects

ERP Implementation Success Guide/Playbook

I have written the content for a customer-facing onboarding and implementation guide (approximately 12-20 pages) and require a designer to create a professional PDF document. The guide will be used by prospective and new customers of our ERP implementation service. I will provide: The text content A link to our website I require: Professional page layout and document design Consistent visual style based on our website Clear section layouts and visual hierarchy Professionally presented tables, checklists and call-out boxes Simple graphics or timeline elements where appropriate A polished PDF suitable for customer distribution Style The document should reflect the look and feel of our website and be similar in quality and presentation to the example document provided. The overall style should be: Clean and modern Professional and corporate Easy to read Customer-facing Suitable for a B2B software and consulting company Deliverable Final PDF document I have attached a sample document to illustrate the style and standard I am aiming for. Please use our website as the branding reference. The content and branding in the sample are not relevant and are provided for design inspiration only.

Client & Vendor Partnerships Manager

About the Role We are a global IT services and business consulting firm operating across 28+ countries, delivering enterprise-grade mandates in IT infrastructure, cybersecurity, ERP implementation, business consulting, and project subcontracting. We work with clients ranging from SMBs to Fortune 500 companies and government institutions — all engagements run under strict NDA and confidentiality frameworks. We are hiring a Partnerships Manager to own two sides of our business growth — identifying and connecting with clients who have projects we can take on, and managing the network of delivery partners and specialist vendors who execute work with us. What You'll Own Client Side Identify and reach out to potential clients — enterprises, institutions, or SMBs — who have active or upcoming needs in areas like IT services, ERP implementation (SAP, Oracle, Microsoft Dynamics, NetSuite, Odoo), cybersecurity, or business consulting Build relationships with decision-makers, procurement leads, and project owners Qualify opportunities and coordinate with our internal team to move them toward a pitch or engagement Manage and track the opportunity pipeline Vendor & Partner Side Manage and grow our roster of delivery partners — specialist firms, freelancers, and subcontractors — who want to collaborate with us on project execution Vet and onboard incoming partner inquiries across technology, ERP, consulting, and project management domains Coordinate scope handoffs, NDAs, delivery expectations, and ongoing communication between partners and our internal team Ensure all partner engagements operate within our confidentiality and governance standards — partners never interface directly with end clients Who You Are You have worked in an IT services firm, ERP consultancy, systems integrator, or business consulting company in a BD, partnerships, or account management role You understand how subcontracting and white-label delivery models work — and can operate with the discretion that comes with NDA-driven engagements You've done both sides — brought clients in and managed external delivery partners or vendors You're organized, self-directed, and can own a function without needing constant oversight Bonus: exposure to ERP ecosystems (SAP, Oracle, Dynamics, NetSuite, or Odoo) or IT services sales cycles Engagement Details 10–20 hours/month to start Fully remote, async-friendly Strong performers will grow into a larger or full-time role

File my inactive company accounts (but i had a few transactions)

I had referral rewards total £1600 (£400 x3) in my revolut business hank account and i moved this to my personal account. First reward was 1st july. I am currently receiving benefits in Uk (universal credit) as i am recent student. Last time i filed dormant account. Can i file dormant account again. I have very few transactions with my business account so it is a very small job and I need it filed today.

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Sage Set Up for Payroll and Monthly Book Keeping

Looking for someone to set up my Payroll for a new Business, ensure all HMRC requiements are met and perform monthly reconciliations.

B2B Marketing Specialist for SaaS & Consultancy

We’re looking for an experienced B2B marketing specialist to help grow our software and consultancy business by generating high-quality leads and increasing brand visibility. Our company operates across two core areas: SaaS product: Ambitium (data, reporting, or business solutions platform) Consultancy & support services: CoreFocusX (Business Central, finance systems, and process optimisation) We need someone who can take ownership of marketing strategy and execution, not just post content. Key Responsibilities: Develop and execute a clear B2B marketing strategy Generate qualified leads for both SaaS and consultancy services Improve website conversion rates (landing pages, messaging, funnels) Manage and optimise LinkedIn campaigns (organic + paid) Create and manage email marketing campaigns Identify and test new acquisition channels Work with us to refine messaging and positioning Track performance and continuously improve ROI Ideal Candidate: Proven experience in B2B SaaS marketing and/or professional services Strong understanding of lead generation and sales funnels Experience with LinkedIn Ads and outbound strategies Ability to create clear, compelling messaging for business audiences Data-driven mindset (comfortable analysing campaign performance) Self-starter who can suggest ideas and execute without constant direction Nice to Have: Experience marketing ERP, finance systems, or Microsoft Business Central-related services SEO and content marketing experience Familiarity with CRM and marketing automation tools Deliverables / Success Metrics: Consistent flow of qualified leads Improved conversion rates across key pages Measurable ROI from campaigns Clear reporting and actionable insights Engagement Details: Flexible hours, remote Budget dependent on experience and results

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Business Analyst (ERP / Supply Chain / Distribution Systems)

We are looking for an experienced Business Analyst (BA) to support the next phase of an ERP system currently under development. Approximately 60% of the system has been completed, with a strong frontend already developed. Before moving into backend development, we require a skilled BA to review, refine, and structure the system from a business and process perspective. This role is critical in ensuring the platform aligns with real-world operational workflows, particularly in a distribution and supply chain environment. --------------------- Analyse current system workflows, identify inefficiencies, and define improved business processes across procurement, inventory, and sales. Document clear requirements and ensure alignment between business needs and technical development. - Create detailed documentation: - Business Requirement Documents (BRD) - Functional Specifications (FRD) - Process flow diagrams (As-Is / To-Be) - Define system workflows across: - Procurement & purchasing - Inventory & warehouse management - Sales order lifecycle - Logistics & dispatch - Credit control & payments - Support data modelling and system structuring - Work closely with developers to prepare for backend implementation

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Directory Website Updates / Wordpress Listdom

Hi, I'm currently in the process of building a Wordpress directory website with Listdom , and I need some help with the following: 1. Creating x3 pricing Membership cards and linking this through to the checkout process. Each card must link to the correct Listdom Subscription Package ID, Clicking a card should trigger the subscription checkout flow . Card to be designed with elementor. 2. I want a “Connect” (or message) button added to each directory listing. This button should allow users to send a message to the listing owner (through the platform’s messaging system or a contact form). A listdom shortcode needs to be added to the single listing page to enable this feature. 3. Currently, my listing cards have inconsistent sizes due to image variations in the search results. I need this to be fixed so the images dosen't change the listing cards. 4. I want a field on the single listing page so it uses ACF, as I want specific image to be shown on the listing page instead of text. Listodom custrom fields only allows you to upload one image. 5. I want to add Google Ads on free listing 6. assitance with setting up Stripe Payment Gateway 7. Single Listing Page Adjustments Reorder sections of the single listing page (via elementor) Please let me know if you need any further information. Here the link to the website: www.subconnet.co.uk

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Simplifying our Master pricelist

We require an expert to streamline our Master pricelist spreadsheet. The workbook contains extensive data, numerous VLOOKUP operations, and synchronization with our Sage database via the "Sage Data" sheet. Despite a reduced upload copy, the file remains sluggish—taking over a minute to open and delay when saving/closing. Deliverables: optimize formulas, restructure for performance, implement efficient lookup/indexing strategies or Power Query/SQL alternatives, and provide a lean, responsive workbook with documented changes and recommendations.

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Google Workspace - Separate Accounts + Full Migration

I’m looking for an experienced Google Workspace specialist to help restructure my current setup. I currently have one Google Workspace account with multiple domains under it (x3) All domains are currently managed under a single admin account, and I need to separate them into fully independent Google Workspace accounts. I need someone to set up new, independent Google Workspace accounts for 2 of the domains. Remove domains from the existing Workspace and reassign them Migrate all data, including: Emails Google Drive files Contacts Calendars Ensure minimal or no email downtime during the transition Recreate user accounts in new Workspace Advise on best structure for long-term ownership, one business is being sold One of the businesses is being sold, so the setup needs to allow for a clean handover My main email is heavily used across platforms (Stripe, booking systems, etc.), so continuity is important One domain is currently hosted via Squarespace I am looking for someone with strong experience with Google Workspace admin and domain migrations Has previously handled multi-domain Workspace splits (not just basic email setup) Can clearly explain the process and risks Please let me know -  Have you done this exact type of Workspace domain split before? How would you approach minimising downtime? Estimated timeframes Thank you!

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Financial Systems Manager (Sage X3) – Freelance

We’re looking for an experienced Financial Systems Manager to support our finance function on a freelance basis. What you’ll do: Prepare monthly management accounts (P&L, variance analysis, commentary) Support budgeting, forecasting, and performance reporting Build and maintain KPI dashboards for senior stakeholders Analyse costs, margins, and profitability Act as a finance partner to operational and commercial teams Support year-end processes and liaise with accountants/auditors Lead Sage X3 system support, enhancements, and reporting improvements Ensure data accuracy and strong financial controls What we’re looking for: Strong hands-on experience with Sage X3 (essential) Solid background in management accounting and financial analysis Comfortable working independently and communicating clearly with non-finance teams Detail-oriented, practical, and improvement-focused Engagement: Freelance / remote Competitive hourly or daily rate based on experience Ongoing work for the right person Please include your Sage X3 experience and availability in your proposal.

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Digital sewing patterns x3

I am looking for someone to create my paper sewing patterns into digital patterns. They need to be suitable for print at home (A4) and larger print for me to have made up on pattern paper. I can provide a traced copy of what is required on paper via post and this then needs to be made as a digital copy. Plus as a A4 cut and stick together copy so customers can purchase and print at home. I am initially looking for 3 different patterns. Trousers, dress and bloomers set, and dungarees. Please advise fee on application.

OpenCart to Sage Integration and Automation Setup

Integration Setup – Establish a secure connection between OpenCart and Sage to enable data exchange for customers, orders, and invoices. Pro Forma Workflow – Automate the creation and handling of pro forma orders, ensuring they can be reviewed and converted when confirmed. Automatic Invoice Generation – Create invoices in Sage automatically based on order status (e.g., approval or payment), including customer and order details.

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Microsoft Power Platform Specialist – Op Workf & Automation Syst

No time wasters PLS, if you don't have the skills, don't waste time. Please see attached: We are seeking an experienced Microsoft Power Platform specialist to design and implement a structured operational workflow automation system for a growing product-based business. This is not a simple task automation project. We require a scalable system architecture built inside Microsoft 365 that unifies: WooCommerce e-commerce orders Email-based quotation-to-order workflow Pre-dispatch inspection controls (paperless) Digital proof of delivery (tablet-based with GPS/photo/timestamp) Payment status controls (prepaid and credit accounts) Bank transaction monitoring VAT visibility dashboard (read-only integration with accounting system) Future-ready production traceability structure The objective is to create a unified Order Control System with structured data architecture that can later integrate with manufacturing/ERP systems. Technical Environment Microsoft 365 (SharePoint, Lists, Power Automate, Teams) WooCommerce (WordPress) Sage Accounting Standard Bank (South Africa) All development must occur within our Microsoft tenant. We retain full ownership of all flows, data, and credentials. What We Are Looking For The ideal candidate must have: Strong Microsoft Power Platform experience Experience integrating WooCommerce via API/webhooks Understanding of accounting workflows (VAT, credit control, reconciliation logic) Experience designing structured, scalable systems (ERP-aware thinking) Ability to document system architecture clearly This role requires structured thinking and business process understanding — not just flow building. Deliverables Unified Order Control Board WooCommerce integration Inspection workflow (mandatory gate before dispatch) Digital POD system Payment and credit control logic Bank monitoring alerts VAT visibility dashboard Full documentation 30-day post-deployment support Proposal Requirements Please include: Relevant project examples Estimated timeline Detailed cost breakdown High-level architecture explanation Confirmation development will occur inside our Microsoft tenant Description of how you would design the system for future ERP/manufacturing integration

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Custom Contractor Management System (Replace Tradify)

Project Name: Custom Contractor Management System (Replace Tradify) Project Type: Full custom web + mobile application Overview: We are building a full contractor management system to manage engineers, subcontractors, jobs, timesheets, invoicing, GPS tracking, and reporting. The system must be scalable (currently 9 engineers, future 500+), secure, GDPR-compliant, and integrate with Sage first and Xero later. We need a freelancer (or small team) to develop both backend + frontend, mobile apps, and database according to detailed specifications. ⸻ 1️⃣ Key Features / Requirements A) Web Dashboard (Managers/Admins/Accountants) • Job management (create, assign, track status, attach files/photos) • Subcontractor management (assign jobs, track jobs, generate POs, track invoices) • Client invoice management (create, track, integrate with Sage) • Reports: Timesheets, material usage, profit analysis • Engineer live map / GPS tracking overview • Alerts: overdue invoices, missing photos, incomplete jobs • Role-based access: Admins, Managers, Accountants, Field Supervisors B) Mobile App (Engineers) • Job list (assigned / in progress) • GPS tracking (real-time + periodic, check-in/out) • Job report form: • Time on site (auto/manual) • Travel time • Materials used • Parking / fees • Findings & recommendations • Tick-box checklists • Photos (before/during/after) • Submit reports to web dashboard • Timesheet tracking + weekly summary C) Subcontractor Module • Assign jobs to subcontractors • Track job status • Generate Purchase Orders (POs) • Track subcontractor invoices (manual + CSV/XLSX upload) • Automatic reminders for due / overdue invoices • Exportable / Sage integration D) Invoicing Module • Quote → Job → Invoice workflow • Retainers / deposits • Recurring invoices • PDF export • Sage integration first → Xero later E) File Upload / Import • CSV/XLSX upload for subcontractor invoices • Validate fields, duplicates, missing info • Track manual vs file-uploaded invoices F) Reporting • Job summary, material usage, profit analysis • Timesheets & payroll export • Engineer GPS history / route playback ⸻ 2️⃣ Technical Requirements • Backend: Node.js + NestJS • Web Frontend: React + TypeScript • Mobile App: React Native (iOS + Android) • Database: PostgreSQL • Realtime cache / GPS: Redis • Hosting: AWS + Docker + CI/CD • Accounting integration: Sage first, Xero later • Notifications: Push + Email • GDPR-compliant storage and encryption ⸻ 3️⃣ Deliverables • Fully functional web dashboard • Mobile apps for engineers (iOS + Android) • Subcontractor management module (web + optional mobile) • Invoicing module with Sage integration • Timesheet + GPS tracking module • Database schema & API endpoints • File upload / import functionality • Deployment scripts (AWS / Docker / CI/CD) • Documentation (user manual + API documentation) ⸻ 4️⃣ Project Phases / Milestones Phase 1 – MVP: • Engineer mobile app (GPS + job reports + timesheets) • Web dashboard (job management + reporting) • Subcontractor module (manual + file upload invoices + POs) • Invoicing (Sage integration) Phase 2 – Optional: • Advanced reporting / analytics • Xero integration • Material stock & procurement • Client portal Phase 3 – Optional / Future: • SaaS multi-company version • AI-assisted job report summary • Fleet & asset tracking ⸻ 5️⃣ Requirements from Freelancer • Experience with Node.js, React, React Native, PostgreSQL, AWS • Experience building CRM / ERP / field service apps • Ability to design scalable architecture • Experience with API integration (Sage/Xero) • Ability to handle file uploads, CSV/XLSX imports, and validation • Strong English communication and documentation skills • Deliver code in phases/milestones • Provide full technical documentation + deployment scripts