How Harney & Sons Fine Teas Automates Operations with Forge

How Harney & Sons Fine Teas Connects SAP to Everyday Operations

For a heritage tea company scaling production and distribution, operational data lives everywhere—ERP records in SAP Business One, purchase orders in email, production logs on paper, and customer data across CRM tools. Getting a complete picture meant manual handoffs, re-keying, and workflows that couldn't keep up with growth.

That's where Forge comes in—powered by Structify and delivered in partnership with Third Wave Business Systems.

Harney & Sons is using Forge to connect SAP Business One with the systems their team already works in every day, turning fragmented processes into automated workflows without rebuilding how the business runs.

Results at a glance:

Process digitization – Production records and operational data move from manual entry into structured, searchable workflows

Automated purchase order handling – PDF purchase orders are read, validated, and processed without re-keying line items by hand

Connected operations – Disjointed processes across ERP, email, and documents are linked so teams act on one shared view of the business

Before Forge: Manual work between every system

Like many mid-market manufacturers and distributors, Harney & Sons relied on SAP Business One as the system of record—but day-to-day work still happened across email, documents, and spreadsheets. Every cross-system task meant exporting, copying, and hoping nothing got lost in translation.

Production tracking, purchase order intake, and operational follow-ups each required someone to bridge the gap between what the ERP knew and what the team was actually doing.

With Forge: AI that does the work, not just answers questions

Built on Structify's data foundation, Forge goes beyond read-only ERP reporting. It reads, writes, and automates across SAP Business One, CRM, email, documents, and the other tools Harney & Sons uses to run the business.

Third Wave Business Systems brought deep knowledge of Harney's operations and the ERP underneath them—so what got deployed fit the business from day one rather than starting from a cold pilot.

Business impact: From disjointed processes to connected operations

What started as process digitization is becoming operational infrastructure. Harney & Sons can focus on tea—not on re-keying data between systems. Manual data entry gives way to automated workflows, and teams spend their time on decisions instead of data plumbing.

The partnership between Structify, Third Wave, and Harney & Sons is proof that the right technology, the right implementation partner, and the right customer can turn AI from a boardroom slide into day-to-day wins.

This is just the beginning.