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Infor LX Tips, Infor LN Tips, BPCS Tips, Baan Tips, Infor M3 Tips & Infor ERP News

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Infor ERP Tips & News from the Experts

Infor LX | Infor LN | BPCS | Baan | Infor M3

Planning for Growth – What you need to do first to be successful

Infor LX | BPCS | Infor LN | Baan

As your business experiences growth or aims to do more with less, optimizing your resources becomes crucial. To achieve growth, it's essential to leverage your people, processes, and products effectively. You are the experts on your products, and we covered Reskilling and Upskilling Your Staff on June 21, so let's focus on the processes that drive your business forward.

  1. Analyze your ERP system and other software: Begin by understanding your current setup. Identify which modules of the ERP system you are using and how they are being utilized. Also, assess what activities are being performed outside the system and why. This analysis will provide insight into your existing operations.
     
  2. Review and identify pain points: Conduct a thorough operational assessment to review current processes. Identify areas of concern and define business process owners (BPOs) for each assessed area. BPOs should understand how job functions relate to each other, which sessions/modules are used in the ERP system, and where there are gaps between needs and capabilities.
     
  3. Envision the future needs: Visualize your ideal system and its capabilities. Consider how your people would use it and how processes would flow. Think about automation possibilities to streamline operations.
     
  4. Match needs with capabilities: Compare your list of needs, wants, and gaps with the capabilities of your current ERP version or the latest release. This may require the assistance of consultants who understand the software's features and functionality.


Once you've completed these steps, it's time to plan the implementation of the new features in a way that will have the most significant impact on your business. Remember, the implementation process doesn't have to be lengthy, time-consuming, or expensive. Sometimes, even small changes can lead to substantial improvements.

An ERP assessment can be a catalyst for growth. Avoid clinging to the status quo, as the future should not be governed by "the way it has always been." Taking that initial step away from old habits might be challenging, but it will set you on the path to true growth and progress.

Learn more about an ERP utilization review performed by your go-to experts at Crossroads RMC! 

ERP Utilization Review:  Infor LX  |  BPCS  |  Infor LN  |  Baan

Contact us to discuss a utilization review that is right for your business. 800.762.2077

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Tips:  LX | BPCS | M3

The Infor Development Framework (IDF) re-architects the way a user interacts with the application, providing an efficient, task-oriented process to view application information that is contained within Infor LX. IDF enables users to configure their view of the application data without modifying the core application and its supportability.

The examples below describe how users can configure their display of data and maximize overall productivity:

  • Arrange application information into multiple groupings and sequences that make sense for the job.
  • Filter or hide records to show only the information that applies to the job or task that the user is performing.
  • Customize the information for an individual user, a group of users, or all users.

Infor’s Intelligent Open Network (ION) technology easily integrates Infor ERPs and third-party enterprise systems. ION is an advanced middleware cloud platform that provides the flexibility you need to make the most complex web of enterprise systems work together on-premise, in the cloud, or both. ION’s long-term sustainability will optimize your ROI, and with ION, one application can be upgraded, replaced, or even fail without taking the entire network down.

Benefits:

  • Faster integration and upgrade times
  • Access to real-time information
  • Reduced burden on IT
  • Immediate access to business services like reporting and mobility

For older BPCS installations that don’t use ION, Crossroads RMC has the expertise to build powerful adapters to allow your specific BPCS version to communicate and exchange information with virtually any sub-system that can import/export data.
 

Infor ION Intro Video (2:11)

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Tips: LN | Baan

All actions required for converting, validating, matching, and posting electronically received bank statements can be performed within a single session:

  • Bank Statement Workbench (tfcmg5610m100)
  • Bank Statement (tfcmg5610m000)

Alternatively, you can use the sequence of electronic bank statement sessions outlined below.

Steps to Process Electronic Bank Statements:

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