Build a Staple practice as a new line of business, with recurring services revenue across the deployment lifecycle. This program is for consultancies and system integrators that want to deliver and scale Staple deployments and, in many cases, run them on their clients' behalf. Staple handles the first mile so your transformation, compliance, and finance-operations engagements land on clean, verifiable data instead of stalling on the messy documents feeding the system. It is one of two routes under Deliver Staple, alongside Implementation Partners; the difference is that a consulting and managed-services partner does not just stand a deployment up, it advises around it and can operate it as an ongoing service.

Why Document Data Belongs In Your Practice

Finance transformation, ERP migration, shared-services, and compliance engagements all share a dependency that rarely gets scoped properly: the quality of the documents entering the system. A project can deliver a beautifully configured SAP or Yonyou environment and still underperform because invoices, receipts, and statements arrive in formats the system cannot use cleanly. By owning the first mile with Staple, your practice removes the most common cause of post-go-live disappointment and turns a one-time implementation into a durable, measurable improvement your client can see in every document.

Build A Practice On Staple

• Recurring services revenue across the full deployment lifecycle, from advisory and design through configuration, integration, and ongoing operation.

• Technical enablement and implementation certification, so your consultants can scope and deliver with confidence.

• Solution and architecture support from Staple's team on live engagements.

• A repeatable methodology you can apply across clients rather than re-inventing each time.

Joint Solutions And Managed Operations

Combine your advisory and managed-service capability with Staple's platform through joint solution design, a clear go-to-market model, and defined governance and service boundaries for managed operations. Where a client wants the outcome rather than the tooling, you can run the document process as a managed service, monitoring queues, handling exceptions, and reporting on accuracy and throughput, with Staple as the engine underneath and your team as the accountable operator. Data lands structured, verified, and audit-ready, which is exactly what a managed finance operation needs to stand behind its numbers.

The Trust Layer Makes Managed Operations Defensible

Running a client's document process as a service means being answerable for every value you post on their behalf. Staple's per-field audit trail records the source, model version, and reviewer behind each value, and versioned rules mean a result is always explained against the logic in force when it was produced. When a client's auditor or regulator asks how a figure was validated, the answer is a query rather than a reconstruction. For a managed-services partner, that is not a nice-to-have; it is what makes the service defensible and therefore sellable in regulated industries.

Proven In Delivery

Delivery partners already build on Staple. BeOne Solutions deploys Staple alongside SAP Business One, and for a world-leading automotive manufacturer automated English and Korean invoice extraction and three-way matching, posting reconciled data straight into the ERP. On Yonyou, a global construction leader based in Singapore, processing 5,000 to 8,000 delivery orders a month with stamps and handwriting a legacy tool could not read, reached 99.31 percent capture accuracy and cut processing time by 70 percent. These are the kinds of measurable outcomes a services practice can build a reputation and a pipeline on.

How Staple Supports You

Technical enablement and implementation certification, recurring services revenue across the full deployment lifecycle, solution and architecture support from Staple's team, and deal registration and governance so engagements stay clean as your practice scales. Staple also keeps pace with the moving parts your clients cannot, adding tax-authority connections and updating validation as e-invoicing mandates roll out across jurisdictions, so your methodology does not have to absorb every regulatory change.

Recurring Revenue, Not A One-Off Fee

The economic difference between this program and a pure implementation is duration. An implementation earns once; a managed operation earns every month it runs, and it deepens the client relationship rather than ending it at go-live. Because document volume tends to grow and new jurisdictions keep adding requirements, a managed Staple practice tends to expand within an account over time, more document types, more entities, more countries, each an increment of scope your team already knows how to deliver. That makes the practice both stickier and more valuable per client than project work alone.

Scope

Staple provides the product, certification, and technical support. You own the advisory relationship, the delivery methodology, and the managed-service commitment to your client. Staple is the engine and the trust layer; you are the partner the client is accountable to. To focus purely on standing up deployments rather than running them, see Implementation Partners.

Become A Staple Partner

Tell us about your practice and the engagements you run, and we will align you to the right program with enablement, commercial terms, and technical support. Become a Partner or book a demo.