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.
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.
Finance users had to search Box separately to locate supporting documentation for audits.
Spreadsheets, email, and ticketing created inconsistent approvals and opportunities for user errors.
Disconnected treasury documents – cheque PDFs needed to be connected with the correct SAP transactions.
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.
Finance and treasury teams work with linked business documents.
Business documentation is centrally stored and linked to SAP.
SAP attachments are automatically archived in Box and remain accessible directly from the SAP transaction.
New cost center requests trigger a structured approval workflow before the cost center is created in SAP.
Cheque PDFs are automatically linked to the corresponding transaction in SAP.
Crescent made supporting documentation easier to access, automated repetitive approval tasks, and connected treasury documents directly with SAP transactions.
Finance users can review supporting attachments from the SAP screen rather than searching Box separately.
Approval tasks are triggered automatically and follow Crescent’s defined process.
Crescent’s data management team can review the cost center process instead of carrying out the manual steps themselves.
JP Morgan cheque PDFs are automatically associated with the correct SAP transaction.
Standardized workflows help reduce errors and ensure the appropriate approvals are completed.
Hear directly from Crescent Energy about connecting SAP with Box and using docuflow to improve document access and automate business processes.
“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.”
See how docuflow can connect SAP with Box and support document archiving, approvals, audit access, and other process automation scenarios.
