Automation services for your ERP or CRM system

Unlock new levels of productivity, accuracy, and agility by automating your business processes. Rand Group helps organizations enhance their ERP and CRM systems with intelligent automation strategies that reduce manual effort, streamline operations, and lay the foundation for AI-powered optimization. Whether you’re looking to improve approvals, alerts, or cross-platform workflows, we deliver solutions that drive measurable impact across your business.

Add value to your software with intelligent automation

ERP and CRM systems are powerful tools for managing finance, operations, sales, and service. When enhanced with automation, these platforms reduce manual work and improve efficiency, accuracy, and responsiveness. Routine tasks, like approvals, notifications, and data syncing, can be automated to free up your team, minimize errors, and accelerate decision-making. Automation can also create workflows between various business applications to route data, synchronize records, and trigger actions to streamline operations and maintain consistency across systems.

Rand Group specializes in automation services for Microsoft Dynamics 365, NetSuite, and Sage platforms. As certified partners, we help clients identify high-impact automation opportunities and implement scalable, low-code solutions that align with their unique workflows. Our automation strategies are tailored to streamline operations, improve accuracy, and enhance system integration, while actively incorporating AI to optimize processes and position your business for future innovation.

Increased efficiency and accuracy

Automated workflows execute tasks faster and with fewer mistakes than manual processes. By removing human error from routine data entry or calculations, you get more reliable results. Your team can accomplish more in less time because the software handles repetitive steps and double-checks the details for you.

Better resource allocation and scalability

With automation taking care of mundane tasks, employees are free to focus on strategic, value-added activities. This better use of talent improves job satisfaction and productivity. Plus, automated processes can scale easily as your business grows.

AI-driven insights and decision-making

Intelligent automation doesn’t just speed up tasks, it generates data that can be analyzed in real time using embedded AI. From forecasting trends to identifying anomalies, AI-enhanced automation helps your business make smarter decisions faster and uncover new opportunities for optimization.

White Paper

Discover the total economic impact of automation

Read this commissioned study on 57 companies conducted by Forrester Consulting to understand the potential benefits, costs, and risks associated with a Power Automate implementation. Discover how surveyed companies received a 3-year return on investment of 199 percent, saw a reduction in errors of 27.4 percent, and saved 26,660 worker hours per year.

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Custom automation tailored to your processes

Every business is unique, so we build custom automations suited to your specific workflows. Rand Group’s experts work closely with your team to understand your processes and pain points. We then configure or develop automation solutions that align with how you operate. The result is automation that truly supports your business goals and integrates with all your systems.

Approval workflows: Simplify approvals for things like sales discounts, purchase orders, or time-off requests. The right managers get instant alerts and can approve or reject in one click, keeping things moving without delays.
Notifications and alerts: Ensure nothing falls through the cracks. Trigger automatic notifications when a condition is met – for instance, when an invoice becomes overdue, an important customer email arrives, or inventory levels drop too low.
Cross-system updates: Connect your ERP, CRM, and other applications. For example, when a customer updates their info in CRM, an automation can update the ERP records immediately. This keeps data consistent without manual double-entry.
Scheduled tasks: Set up routine jobs like daily data syncs or weekly reports to run automatically. Your team spends less time on maintenance and more time on value-adding work.

Results driven by automation

improved efficiency

reduction in manual data entry

faster onboarding

We are always considering more automation because that has proven to give us increased efficiencies and that would absolutely include Rand Group.

Marty Resweber, IT Director at Aegis Chemical Solutions

Build flows with Microsoft’s Power Automate

Power Automate is Microsoft’s low-code automation tool that enables users to build workflows across Dynamics 365, Microsoft 365, and hundreds of third-party applications. It allows organizations to automate routine tasks, trigger actions based on specific conditions, and connect data between systems without manual intervention. At Rand Group, we use Power Automate to design and implement custom workflows within your Dynamics 365 ERP and CRM environments. We leverage Power Automate to help you:

Integrate and streamline processes: Move data between Dynamics 365 modules or between Dynamics and external systems like SharePoint, Teams, or Outlook.
Automate approvals and routing: Route purchase orders, sales discounts, or service requests to the correct approvers based on rules and thresholds.
Send real-time alerts: Notify users or teams when specific events occur, such as a support case escalation or inventory shortfall.
Reduce manual data entry: Automatically update records across systems to keep information consistent and reduce duplicate effort.

View Power Automate

Use NetSuite’s SuiteFlow for process automation

Streamlining NetSuite processes with SuiteFlow

SuiteFlow is NetSuite’s built-in tool for automating workflows across ERP and CRM records using a low-code interface. As a NetSuite Alliance Partner, Rand Group helps clients design, build, and optimize SuiteFlow automations to improve consistency, enforce business rules, and reduce manual effort.

Custom record workflows: Automate approvals and status changes for records like sales orders or vendor bills, with routing and alerts based on set criteria.
Event-based triggers: Define actions that run when conditions are met, such as sending reminders for delayed shipments or enforcing required field validation.
Multi-step business processes: Automate sequences like onboarding by triggering tasks, account creation, and notifications when a new employee is added.
Enhanced visibility: Display pending tasks or required actions directly in user dashboards to maintain visibility and keep work moving.

View SuiteFlow

Automating processes in Sage Intacct

Sage Intacct offers Platform Services, an add-on toolset for creating custom workflows, smart events, and rule-based automations. As a Sage partner, we leverage this functionality to streamline financial operations, reduce manual effort, and automate routine tasks across your system. We create tailored approval flows, trigger-based actions, and integrations with third-party applications to ensure your processes run efficiently and your data stays consistent.

Workflow and approval automation: Set up rules-based workflows to route transactions like journal entries, invoices, or purchase requests for review and approval.
Smart events and conditional logic: Automatically trigger actions such as alerts, field updates, or API calls when defined conditions are met.
Process automation in AP and AR: Reduce effort with automated invoice processing, payment posting, and collections tracking.
Cross-system integrations: Connect Sage Intacct with external tools to keep data synchronized and minimize rekeying across systems.

View Sage Intacct Platform Services

Why partner with Rand Group?

20+ years of experience

We bring over two decades of ERP and CRM automation expertise. Proven in driving user adoption and streamlining workflows, our consultants blend deep platform knowledge with pragmatic change‑management strategies.

Proven client satisfaction

Clients trust us long-term: our retention rate exceeds 90%. We don’t just implement solutions—we make sure teams embrace them and realize ongoing business value.

Business first approach

We approach every automation project with your business processes at the core. From mapping workflows to deploying integrations, we ensure automation fits the way your teams actually work.

Cross-platform expertise

We are certified partners for Microsoft, NetSuite, and Sage. That means we build platform‑specific automation strategies that get users comfortable and confident with each system’s automation capabilities.

Frequently Asked Questions (FAQs)

What types of tasks can I automate in my ERP or CRM system?

Almost any repetitive, rule-based task is a good candidate for automation. Common examples include data entry between systems, approval routing (for sales, expenses, etc.), report generation, sending routine notifications, and syncing records. If you find your team doing the same manual steps over and over, that process can likely be automated.

Do I need coding skills or IT experts to create automations?

Not necessarily. Modern platforms like Microsoft Power Automate and NetSuite SuiteFlow offer low-code, drag-and-drop interfaces to build workflows. This means many automations can be set up without traditional coding. However, for more complex scenarios or cross-system integrations, technical expertise is useful. Rand Group’s team can handle the heavy lifting in those cases, so you get the benefits without the technical hassle.

How soon can we see benefits from automation?

In many cases, the improvements are almost immediate. Once a workflow is automated, you’ll notice tasks being completed faster and with fewer errors right away. Over a few weeks and months, these time savings and error reductions add up. We often start with a high-impact process first, so you get quick wins, and then we expand automation to other areas step by step.

Is my business too small (or too complex) to use automation?

Automation scales to organizations of all sizes. Small businesses can automate simple tasks to free up valuable time, while larger enterprises might automate complex multi-department workflows. What matters is identifying the right tasks to automate. Rand Group works with companies of all sizes, from mid-market firms to large enterprises, and we tailor our approach to fit your complexity and scale.

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