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Story

Sage@Franklin Templeton

Franklin Templeton Runs Order to Cash with Sage

Franklin Templeton, a financials organization in the United States, uses Sage Copilot from Sage to support order to cash for order desk and finance.

Value results

CategoryValue result
ProductivityFewer stalled items because order management has a clear owner
Risk and complianceSage Copilot is the governed place order desk and finance use for order to cash
CapabilityNew joiners can see how order to cash actually runs

Story

Franklin Templeton grew order management faster than the local tools around it. From the United States, financials teams still had to serve customers and internal partners who expected a straight answer. Order desk and finance were the ones stitching the picture together by hand.

Rolling out Sage Copilot put order to cash on Sage. Sage provides accounting, ERP, and HR software used by small and midsize businesses to run finance and operations. Franklin Templeton keeps the product in the path where work already happens, so order desk and finance do not context-switch into a graveyard system used only for audits.

The visible result is steadier order to cash. Order management is easier to inspect, and adjacent groups can join order desk and finance without a guided tour of someone's desktop.

Relationship map

Franklin Templeton uses Sage, Temenos, PayPal, OpenAI, Zoom, Informatica, monday.com. Shared with Acer, Advantest, Air Products, Airwallex, Akamai Technologies. Industry: Financials. Value: Productivity, Risk and compliance, Capability. Drag nodes, filter types, or expand a node to follow more commonalities.

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