Morgan Motor Company Improves Reporting Processes with TaskCentre

TaskCentre dynamically monitors Sage Line 500 for key data and sends exception reports to internal and external recipients

Orbis Software, a provider of business process automation solutions, is pleased to announce that the Morgan Motor Company, which relies on Sage Line 500 to manage its accounts and business processes, is using TaskCentre to perform event-based, exception reporting.

Detailed exception reporting is a critical business process for any organisation. Without comprehensive exception reporting delays can occur, stock can perish, account managers can trade with accounts that are on hold or customers may suffer poor customer service.

“The IT company that installed TaskCentre (along with Sage Line 500) suggested that we exploit its use as it works really well with Sage,” said Caroline Gudgeon, System Implementation Team, Morgan Motor Company Ltd. “We mainly use it for monitoring and email alerts. So when something happens, or changes are created, various people receive an email.”

Having the right information at the right time can often be the difference between success and failure. TaskCentre can dynamically monitor Sage Line 500 for key data and send email or SMS exception reports to either internal or external recipients when required. It can also build escalation capabilities into exception reports.

“You can set it up to report and notify on any criteria you want. For example, if somebody wants to know every time we’ve sold a car, if we sell anything below a certain margin or every time there’s a new part created, they will receive an email when that happens. That kind of event is what we tend to use it for. It can be quite personal to the individual as to what information that they want,” explained Gudgeon. “Some of them are daily reports, some are weekly. We’ve got about 20 reporting procedures running at the moment.”

Detailed exception reporting can be a time-consuming process, dependent on employees to ‘spot’ exceptions and prone to errors. TaskCentre can automate the creation and delivery of detailed exception reports (Microsoft Word, Crystal Reports, SSRS, HTML) and employees can benefit from less administration and 100% accurate information relating to a business exception.

“TaskCentre saves us having to check data manually because it will automatically send an email to say this has or hasn’t happened, depending on the criteria that has been designated,” said Gudgeon. “We don’t have to run reports and check it all the time, it just tells you without having to do anything, which frees up time for the department and our staff.”

About Morgan Motor Company

The Morgan Motor Company Ltd. was established in 1909 by H.F.S. Morgan with the design of the Morgan three-wheeler. A four-wheeled model began production in 1936. Based in Malvern, Worcestershire, the Morgan Motor Company has evolved over 100 years into a true icon, a darling of the automotive industry and a brand synonymous with unrivalled excitement. Today, the ethos remains unchanged with a dedication to traditional craftsmanship and bespoke manufacturing.

About Codeless Platforms

Founded in 1999, Codeless Platforms is a highly experienced and trusted software company that develops data integration, business process automation and rapid application development solutions. Our two flexible, powerful platforms – BPA Platform and Applications Platform – enable organisations to take full control over their data as well as respond to the rapidly changing demands of business today.

Our knowledge of the marketplace and channel has grown in line with this development and established us as a highly experienced and reputable software company, working with partners and software vendors (Access, Epicor, Microsoft, Sage, SAP and SYSPRO) who have the confidence to invest in Codeless Platforms.

With over 450 global partners, more than 7500 customers use Codeless Platforms’ software solutions, ranging from diverse global organisations to the small local enterprise. The company is headquartered in Poole, UK, with representative offices throughout the world. Learn more at

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