Case study · ERP and software services
Automating the handover from sale to onboarding for Momentum Software Solutions
Momentum Software Solutions automated its sales-to-delivery handover in MYOB Acumatica. Every won deal now triggers the handover document, project tasks, approvals and a ready-to-go Teams site automatically, reducing a 26-step manual process taking 2 to 3 hours to about 10 minutes of checking.
26 steps
Manual onboarding process before automation
Reported by Momentum Software Solutions following implementation.
2 to 3 hrs
Time taken per new customer before automation
Reported by Momentum Software Solutions following implementation.
~10 min
Of checking per new customer after automation
Reported by Momentum Software Solutions following implementation.
The challenge
A 26-step manual handover between sales and delivery.
Momentum Software Solutions is an Australian ERP partner implementing and supporting MYOB Acumatica for mid-sized businesses.
Handing a new customer from sales to the implementation team relied on a 26-step manual process: filling in a Word handover document, creating tasks, and setting up folders and project spaces.
Information was re-keyed from Acumatica opportunities, creating room for errors and delays.
Folder naming in SharePoint and Teams was inconsistent, making documents harder to find.
- Systems connected
- MYOB Acumatica · Power Automate · SharePoint · Microsoft Teams · Azure Key Vault
- Services applied
- Workflow automation · System integration
The approach
Every won deal sets up onboarding automatically.
We connected MYOB Acumatica to SharePoint and Microsoft Teams with Power Automate, so the handover runs itself and the team only checks the result.
- 01
Opportunity-stage trigger
When a deal moves to won in Acumatica, Power Automate kicks off the onboarding process automatically, with no manual hand-off required.
- 02
Auto-generated handover document
A handover document is populated with the core customer and deal details straight from the Acumatica opportunity and saved to the right place.
- 03
Teams site ready for kick-off
A Teams site is created automatically for each new customer, populated with the project templates the delivery team needs for kick-off.
- 04
Tasks, checklists and approvals
Delivery tasks and checklists are created automatically and linked to the opportunity, and signed proposals go through a Teams approval workflow.
- 05
Built to be supportable
The solution runs across proper dev, test and production environments, with credentials secured in Azure Key Vault.
“Inturing took a 26-step manual onboarding process that used to take 2 to 3 hours and turned it into about 10 minutes of checking. Every new customer now starts the same way, with nothing missed.”
Al Emery
Managing Director, Momentum Software Solutions
Results
Measured outcomes, and general benefits.
We keep these separate deliberately. The first list is what Momentum Software Solutions reported. The second describes what this approach typically delivers and is not a client measurement.
Measured, reported by Momentum Software Solutions
- A 26-step manual process taking 2 to 3 hours has been reduced to about 10 minutes of checking per new customer.
- New customers move from sale to delivery without manual re-keying.
- Every new customer gets a consistent handover document, Teams site and project setup.
General benefits, not client-verified measurements
- The delivery team starts every project from the same structured foundation.
- Onboarding capacity no longer depends on manual admin effort.
- Documents are consistently named and easy to find across SharePoint and Teams.
Is your sales to delivery handover still manual?
If your team re-keys deal details into documents, tasks and folders for every new customer, a 30-minute discovery call is usually enough to size the opportunity.