Presales support
Shape discovery, demo preparation and scope around the client’s business requirements.
Start presales intakeSAGE EXPERTISE. WHERE YOU NEED IT.
Sage expertise.
Implementation capacity, presales and ongoing support for VARs and CPA firms. Choose your product, see where Delta GAAP fits and start with a defined workstream.
ACCOUNTING AND FINANCE
Sage Intacct
Financial management, reporting and construction accounting, with a delivery role built around your client’s needs.
THE PRODUCT
What it supports
Sage Intacct brings cloud financial management and reporting together across entities. Construction capabilities extend the financial model around jobs, contracts and project performance.
TYPICAL FOCUS AREAS
- Entities and accounts
- Financial workflows
- Reporting
Explore product capabilities
- Multi entity financial management
- Dimensional reporting and dashboards
- Accounting workflows and financial controls
- Financial close and reporting processes
SAGE INTACCT CONSTRUCTION
Scope job costs, commitments, changes, contract billing, retainage and WIP reporting around the client’s construction business.
DELTA GAAP SUPPORT
Where we can plug in
Financial design and configuration
Translate requirements into entities, dimensions, accounting structures and an agreed configuration plan.
Data and reporting readiness
Prepare migration mapping, opening balances, reporting requirements and reconciliation steps.
Testing, training and support
Support user testing, role based training, go live handoffs and defined ongoing support work.
Start with implementation overflow, a financial workstream or a reporting and readiness review.
Discuss Sage IntacctPRECONSTRUCTION AND PROJECT OPERATIONS
Sage Construction Management
Practical construction workflows, from leads and estimates through project delivery and accounting handoffs.
THE PRODUCT
What it supports
Sage Construction Management helps office and field teams coordinate work from the first lead through project delivery.
TYPICAL FOCUS AREAS
- Preconstruction
- Project workflows
- Accounting handoffs
Explore product capabilities
- Leads, bids and estimating
- Job codes, budgets and contracts
- Procurement, change orders and timecards
- Scheduling, documents and team collaboration
DELTA GAAP SUPPORT
Where we can plug in
Project setup and workflow design
Build usable project structures, operating workflows and clear responsibilities across office and field teams.
AccountingLink readiness
Review mapping, posting preferences, validation and exception handling for the client’s connected construction setup.
Adoption and project delivery
Support role based training, testing, process documentation and client task coordination.
Start with an SCM workstream, a construction demo or an AccountingLink readiness review.
Discuss Sage Construction ManagementCONNECTED CONSTRUCTION WORKFLOWSSage Construction Management + Sage Intacct ConstructionExplore the AccountingLink handoff
AccountingLink connects supported SCM and Sage Intacct Construction data. Explore the workflow and agree on ownership before configuration and posting begin.
01Projects, cost codes and budgets
SCM
Prepare awarded projects, their cost structure and cost budgets.
ACCOUNTINGLINK
Post supported project, cost code and budget information to Sage Intacct Construction.
DELTA GAAP REVIEW
Agree coding, budget dates, ownership and validation before the first live project.
02Commitments and invoices
SCM
Manage purchase orders, subcontracts and related invoice workflows.
ACCOUNTINGLINK
Post supported commitments and invoices to Sage Intacct Construction.
DELTA GAAP REVIEW
Define approvals, posting responsibilities and how the team resolves exceptions.
03Client contracts and billing
SCM
Prepare prime contracts, schedules of values, changes and prime invoices.
ACCOUNTINGLINK
Post supported contract and billing transactions to Sage Intacct Construction.
DELTA GAAP REVIEW
Agree where billing starts, how accounting reviews it and how totals are reconciled.
04Actual costs and payment visibility
SAGE INTACCT CONSTRUCTION
Provides accounting job costs and AP and AR payment information.
ACCOUNTINGLINK
Brings supported job cost and payment data back into SCM.
DELTA GAAP REVIEW
Confirm refresh routines, reconciliation points and what project teams need to see.
05WIP, forecasts and financial close
PROJECT TEAMS
Provide current forecast assumptions and explain changes in expected job outcomes.
FINANCE
Own financial review, reconciliation and the WIP reporting process.
DELTA GAAP REVIEW
Define how forecasts reach finance, including any required imports, before promising an automated workflow.
Supported transactions, data directions, licensed modules and posting preferences are confirmed for the client’s setup during discovery.
MANUFACTURING AND DISTRIBUTION
Sage X3
Bring finance, supply chain and production into the same conversation for your next manufacturing or distribution engagement.
THE PRODUCT
What it supports
Sage X3 brings financial management, inventory, supply chain and production processes into one ERP platform for businesses that make, move and sell products.
TYPICAL FOCUS AREAS
- Supply chain
- Production
- Financial visibility
Explore product capabilities
- Financial management and multi entity visibility
- Purchasing, inventory and supply chain processes
- Production processes for manufacturing businesses
- Reporting across sites, teams and operations
DELTA GAAP SUPPORT
Where we can plug in
Discovery and presales preparation
Clarify manufacturing or distribution requirements, project priorities and the business questions behind the demo.
Implementation capacity
Define workstreams for delivery planning, data readiness, testing and user training around your methodology.
Functional support and recovery
Scope support coverage or a project recovery assessment with agreed responsibilities and escalation routes.
Share the industry, modules and project stage. We’ll confirm the specialist roles, availability and workstream.
Discuss Sage X3HR, PAYROLL AND PEOPLE
Sage HCM
Connect HR, payroll and workforce processes with finance, with a delivery role built around your client’s people and systems.
THE PRODUCT
What it supports
Sage HCM brings HR, payroll, benefits and workforce management into one cloud platform, with integration to Sage Intacct.
TYPICAL FOCUS AREAS
- People and HR
- Payroll workflows
- Workforce visibility
Explore product capabilities
- Core HR and employee self service
- Payroll and benefits administration
- Time, attendance and workforce management
- Recruiting, performance and workforce reporting
DELTA GAAP SUPPORT
Where we can plug in
Requirements and rollout planning
Map HR and payroll processes, clarify module requirements and define a delivery workstream within your methodology.
Data and integration readiness
Prepare employee data mapping, migration checks and integration requirements between people, payroll and financial systems.
Testing, training and support
Coordinate user testing, payroll validation, role based training and go live handoffs, with ongoing support scoped to the engagement.
Start with an HCM readiness review or a defined implementation workstream. We’ll confirm the modules, specialist roles and responsibilities together.
Discuss Sage HCMACROSS YOUR SAGE ENGAGEMENTS
Your delivery role.
Choose the product first. Then agree on the workstream, the client relationship and how your team wants us involved.
Implementation capacity
Add a defined workstream for configuration, data, testing, training or project coordination.
Find implementation supportSupport and recovery
Scope functional support coverage, stabilization or a recovery assessment around the current need.
Explore support coverageA PRACTICAL FIRST ENGAGEMENT
Bring us your GAP.
Start with one opportunity, one workstream or a specific support need. We’ll agree on the expertise, responsibilities and next step together.
Discuss your Sage projectBring to the first conversation
- Your Sage product, modules and current setup
- The industry, entities or sites and project stage
- The immediate gap, workflows and data challenges
- Your timing, client relationship and preferred delivery model
LEAVE WITH A STARTING POINT
A proposed scope, responsibilities and next steps. Specialist availability and commercial terms are confirmed for the engagement.
BEFORE WE SCOPE IT
Partner questions.
Can we engage Delta GAAP for one product or workstream?
Yes. We can scope Sage Intacct, Sage Construction Management, Sage X3 or Sage HCM work separately. Discovery confirms the requirements, specialist roles and dependencies.
Can you support our client under our brand?
We can discuss support under your brand, shared delivery or a referral relationship. Agree on contracting, communication and client ownership before work starts. Explore partner pathways
How do connected construction engagements work?
For an SCM and Sage Intacct Construction engagement, we review the AccountingLink setup, supported transactions, posting responsibilities and reconciliation points. Explore the construction handoff
How is the work priced?
The scope, roles and expected effort determine the service budget. Specialist work and reserved capacity require a custom agreement. Review proposed partner pricing
YOUR NEXT STEP
Let’s talk Sage.
Choose your Sage product. We’ll help define the expertise and the next step.