ERP Consulting
Shape SAGE X3 workflows, roles, transactions, inventory, invoicing, and financial layers around the business.
RedSmart Consultants LLC
Consulting systems for smarter operations.
RedSmart helps organizations improve ERP workflows, document automation, AI-assisted capture, AppSheet tools, and Power BI reporting with systems built around the way work actually happens.
EngagementsScoped
PricingFlexible
PlatformsERP + BI
FocusERP + AI
Services
Operational clarity from strategy to shipped tools.
RedSmart pairs consulting judgment with practical implementation, so recommendations can become working systems instead of static documentation.
Business Process Optimization
Map how work moves across AppSheet tools, SAGE X3 processes, DocLink documents, billing, payment, and reporting.
AI Implementation
Bring automation and assistive intelligence into capture, review, approval, and reporting workflows without losing governance or context.
Report Writing
Turn operational and ERP data into decision-ready Power BI reporting for owners, teams, finance, clients, and project stakeholders.
Solutions & Technologies
Practical tools across low-code, web, mobile, AI, and bilingual operations.
RedSmart selects the right level of technology for the workflow: fast internal tools, polished public interfaces, native mobile prototypes, automation, reporting, and English/Spanish user experiences.
Low-Code Operations
Internal apps, forms, approvals, dashboards, and structured workflows using AppSheet and Google Workspace.
Custom Web Tools
Responsive web experiences using React, Next.js, JavaScript, HTML, and CSS for customer-facing and team-facing tools.
AI + Automation
AI-assisted workflow design for capture, review, documentation, reporting, and business process support.
Reporting & Insight
Dashboards, measures, reporting views, and operational insight built around the decisions teams need to make.
Mobile Experiences
Native iOS prototypes and mobile-first experiences using Swift and SwiftUI where native interaction matters.
Bilingual Workflows
English and Spanish documentation, app interfaces, process support, and user-facing workflow language when needed.
RedSmart Ecosystem
Consulting expertise and purpose-built applications, working side by side.
RedSmart combines hands-on systems consulting with a growing application portfolio shaped around clear workflows, dependable data, and understandable user experiences.
RedSmart Applications
A family of focused products for real workflows.
Each application has a clear purpose while sharing a common approach to usability, governance, and reliable information.
RedSmart
The shared identity and foundation connecting the RedSmart product family.
RedSmart Travel
Travel planning and trip records organized into one understandable workflow.
RedSmart Accounting
Financial workflows, reporting, and records designed for operational clarity.
RedSmart Operations
Inventory, orders, fulfillment, and day-to-day operating workflows.
RedSmart One
A unified entry point for connected RedSmart tools and business workflows.
RedSmart Finance
Financial visibility and decision support built around trustworthy data.
RedSmart Booking
Clear scheduling and service-booking experiences for teams and customers.
RedSmart Kin
Family-history information presented through approachable relationships and stories.
RedSmart Hub
A central workspace for coordinating information across connected applications.
Consulting Platforms
Expertise across the systems that run the business.
Strategy and implementation support connect established platforms, documents, automation, reporting, and custom workflows.
ERP
SAGE X3
Operational consulting for ERP workflows, finance, inventory, transactions, controls, and reporting readiness.
Low Code
AppSheet
Practical business apps for forms, approvals, mobile workflows, internal tools, and team-facing operations.
Documents
DocLink
Document routing, approval support, attachment strategy, and operational visibility around business records.
Capture
SmartCapture by DocLink
Capture-oriented process design for invoices, supporting documents, review queues, and exception handling.
Analytics
Power BI
Dashboards, data models, measures, and reporting views that help teams act on operational data.
Integration
Workflow Bridges
Process documentation and practical handoffs between ERP, document management, custom tools, and reports.
Operating Model
Built around the service lifecycle.
- 01Define service
Processes are mapped to source systems, users, approvals, documents, data fields, and reporting needs.
- 02Deliver work
SAGE X3, AppSheet, DocLink, SmartCapture, and Power BI are aligned to support the operating flow.
- 03Capture clearly
Documents, transactions, exceptions, and approvals move through cleaner, easier-to-audit workflows.
- 04Improve the system
Standards, documentation, and decisions preserve company memory as systems evolve.
Contact
Bring the messy workflow. Leave with a sharper system.
RedSmart supports ERP consulting, AppSheet implementation, DocLink and SmartCapture workflow design, Power BI reporting, AI implementation, and process optimization for organizations that need operational tools with real business context.