Energy · Oil and gas

Crescent Energy automated SAP business processes with docuflow and Box.

Crescent Energy used docuflow for SAP to connect SAP S/4HANA on RISE with Box, improve audit document access, automate cost center approvals, and streamline treasury processes as the company continued to grow through acquisitions.

Industry
Energy · Oil and gas
Geography
United States
SAP Environment
SAP S/4HANA on RISE
Content repository
Box
The business challenge

Growth was increasing the need for standardized, traceable SAP processes.

Following a series of acquisitions, Crescent wanted to centralize business documentation in Box while improving how finance, data management, and treasury teams worked with information in SAP.

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Finance users had to search Box separately to locate supporting documentation for audits.

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Spreadsheets, email, and ticketing created inconsistent approvals and opportunities for user errors.

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Disconnected treasury documents – cheque PDFs needed to be connected with the correct SAP transactions.

The solution

A direct connection between SAP S/4HANA and Box.

Crescent adopted docuflow to integrate Box with SAP and then worked with VersaFile to identify processes where automation and standardization could have an immediate impact. The initial work focused on finance audits, cost center creation, and treasury cheque processing.

Implementation approach

Connect documents, automate approvals, and streamline treasury.

PHASE 01
Audit access

SAP attachments are automatically archived in Box and remain accessible directly from the SAP transaction.

PHASE 02
Cost center approvals

New cost center requests trigger a structured approval workflow before the cost center is created in SAP.

PHASE 03
Treasury documents

Cheque PDFs are automatically linked to the corresponding transaction in SAP.

Key outcomes

More standardized processes across finance and treasury.

Crescent made supporting documentation easier to access, automated repetitive approval tasks, and connected treasury documents directly with SAP transactions.

01
Audit documents available in SAP

Finance users can review supporting attachments from the SAP screen rather than searching Box separately.

02
Automated cost center approvals

Approval tasks are triggered automatically and follow Crescent’s defined process.

03
Reduced manual data-management work

Crescent’s data management team can review the cost center process instead of carrying out the manual steps themselves.

04
Connected treasury documentation

JP Morgan cheque PDFs are automatically associated with the correct SAP transaction.

05
More consistent business processes

Standardized workflows help reduce errors and ensure the appropriate approvals are completed.

Before & after
Before
Manual and disconnected processes
  • Audit attachments searched manually in Box
  • Cost center requests managed through spreadsheets and email
  • Inconsistent approval processes
  • Data management team handling repetitive manual steps
  • Cheque PDFs not automatically connected to SAP transactions
→
After
Standardized workflows connected through docuflow
  • Supporting documents accessible directly in SAP
  • Attachments automatically archived in Box
  • Cost center approvals triggered automatically
  • Data management team focused on review
  • Cheque PDFs linked to the correct SAP transactions
Customer video

Crescent Energy on standardizing SAP processes with docuflow.

Hear directly from Crescent Energy about connecting SAP with Box and using docuflow to improve document access and automate business processes.

Customer testimonial

“docuflow creates very standardized processes. It’s helping us eliminate errors, make sure we get the right approvals, and improve our audits. That’s huge.”

— Juan Garza, Director of Business Solutions, Crescent Energy

Standardize document access and automate SAP workflows.

See how docuflow can connect SAP with Box and support document archiving, approvals, audit access, and other process automation scenarios.