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	<title>ERP Mechanics</title>
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	<title>ERP Mechanics</title>
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		<title>The Case for Senior Consultant-Led ERP and Document Management Support</title>
		<link>https://www.erpmechanics.com/blog/the-case-for-senior-consultant-led-erp-and-document-management-support/</link>
		
		<dc:creator><![CDATA[Mallorie De Riggi]]></dc:creator>
		<pubDate>Mon, 23 Mar 2026 21:37:26 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<category><![CDATA[ERP support]]></category>
		<guid isPermaLink="false">https://www.erpmechanics.com/?p=11934</guid>

					<description><![CDATA[<p>When something goes wrong in your Dynamics 365 F&#38;O system or Lasernet software, the pressure is on to find a fix, and quickly. We spoke with two members of the ERP Mechanics support team, Ligita Markevičienė and Akvilė Liekmanė, to learn what sets their ERP and document management support apart.   The Senior-Level Expertise Difference    Not [&#8230;]</p>
<p>The post <a href="https://www.erpmechanics.com/blog/the-case-for-senior-consultant-led-erp-and-document-management-support/">The Case for Senior Consultant-Led ERP and Document Management Support</a> appeared first on <a href="https://www.erpmechanics.com">ERP Mechanics</a>.</p>
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									<p><span data-contrast="none">When something goes wrong in your Dynamics 365 F&amp;O system or </span><a href="https://www.erpmechanics.com/lasernet/"><span data-contrast="none">Lasernet software</span></a><span data-contrast="none">, the pressure is on to find a fix, and quickly. We spoke with two members of the </span><a href="https://www.erpmechanics.com/support-services-and-training/"><span data-contrast="none">ERP Mechanics support</span></a><span data-contrast="none"> team, Ligita Markevičienė and Akvilė Liekmanė, to learn what sets their ERP and document management support apart.</span></p><p><span data-ccp-props="{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}"> </span></p><h3 aria-level="2"><strong>The Senior-Level Expertise Difference </strong></h3><p> </p><p><span data-contrast="none">Not all support is created equal. There’s a big difference between a team that recognises a problem and one that has a strong sense of where to look and what to try. With a team largely made up of</span><b><span data-contrast="none"> </span></b><a href="https://www.erpmechanics.com/team/"><b><span data-contrast="none">senior-level consultants</span></b></a><span data-contrast="none">, with 10+ years experience, the depth of experience goes well beyond mere familiarity with the system. It shapes the quality of the entire support interaction, from the initial support request through to resolution. </span><span data-ccp-props="{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}"> </span></p><p><span data-ccp-props="{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}"> </span></p><p><span data-contrast="none">“Experienced consultants understand common issues and can quickly assess situations to provide effective solutions, even in more complex cases,” Ligita said. That level of experience also means consultants can come to a problem already prepared, ready to tackle difficult cases with troubleshooting ideas in hand, rather than starting from scratch. “This ensures customers receive fast and accurate support,” Ligita added.</span><span data-ccp-props="{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}"> </span></p><p><span data-ccp-props="{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}"> </span></p><p><span data-contrast="none">But technical knowledge alone doesn’t define a great support experience. “Senior-level consultants </span><a href="https://www.erpmechanics.com/blog/erp-mechanics-the-ultimate-team-player-for-d365fo-lasernet/"><b><span data-contrast="none">combine strong functional expertise</span></b></a><b><span data-contrast="none"> with the communication skills</span></b><span data-contrast="none"> needed to ask the right questions and manage challenging situations effectively,” said Akvilė. </span><span data-ccp-props="{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}"> </span></p><p><span data-ccp-props="{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}"> </span></p><p><span data-contrast="none">Communication is easy to overlook in a technical context, but, in our experience, it’s often what separates a frustrating support experience from a smooth one. Asking the right questions at the right time significantly reduces the time it takes to diagnose ERP and document management software issues. </span><span data-ccp-props="{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}"> </span></p><p><span data-ccp-props="{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}"> </span></p><p><span data-contrast="none">Knowing how to manage different issues is a skill that comes with experience, not just training. But familiarity with the system is only one aspect of the job – understanding how to work effectively with the people using it matters, too.</span></p><p><span data-ccp-props="{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}"> </span></p><h5 aria-level="2"><strong>The ‘All Hands on Deck’ Approach </strong></h5><p> </p><p><span data-contrast="none">ERP platforms like D365 F&amp;O are complex, and document management tools like </span><a href="https://www.erpmechanics.com/lasernet/"><span data-contrast="none">Lasernet</span></a><span data-contrast="none"> need to be configured correctly. Even the most experienced consultant won’t have the answers to every single problem at their fingertips, and the best support teams are honest about that. Rather than relying on a single person’s knowledge, the team shares knowledge, </span><b><span data-contrast="none">putting their heads together to solve problems.</span></b><span data-ccp-props="{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}"> </span></p><p><span data-ccp-props="{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}"> </span></p><p><span data-contrast="none">“When working with us, customers benefit not only from a dedicated consultant but from the expertise of the entire ERP Mechanics team. Because D365 F&amp;O and Lasernet are complex systems, no single person can know everything,” said Akvilė. </span><span data-ccp-props="{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}"> </span></p><p><span data-ccp-props="{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}"> </span></p><p><span data-contrast="none">Rather than a consultant spending time working through a tough problem alone, the team shares knowledge internally. This means solutions already discovered by one colleague don’t have to be rediscovered by another. “We actively share knowledge internally, allowing us to quickly draw on solutions already known within the company,” Ligita said.</span><span data-ccp-props="{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}"> </span></p><p><span data-ccp-props="{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}"> </span></p><p><span data-contrast="none">When a problem is more challenging, the support team calls on the developers for help. “When needed, developers also help to resolve issues, and this reduces the resolution time significantly,” said Ligita. The result is a team that works as one, and the clients feel the difference. Rather than being assigned a single point of contact and hoping that the individual has all the answers, clients are backed by the knowledge of the entire ERP Mechanics team.</span></p><p><span data-ccp-props="{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}"> </span></p><h5 aria-level="2"><strong>Full Ticket Visibility and Clear SLAs </strong></h5><p> </p><p><span data-contrast="none">Anyone who has dealt with a disorganised and chaotic support process knows how quickly it becomes a victim of its own dysfunction. Points of friction, such as chasing status updates and losing track of priorities, add more stress to what can already be a stressful situation for clients. </span><span data-ccp-props="{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}"> </span></p><p><span data-ccp-props="{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}"> </span></p><p><span data-contrast="none">The support team’s approach is informed by direct experience. “Some of our consultants have worked on the client side, so we understand how time-consuming it can be to track requests, priorities and invoicing without a proper ticketing system,” said Akvile.</span><span data-ccp-props="{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}"> </span></p><p><span data-ccp-props="{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}"> </span></p><p><span data-contrast="none">That empathy has shaped how the team has built its own support infrastructure. The Help Desk solution gives customers</span><b><span data-contrast="none"> full ticket visibility</span></b><span data-contrast="none">, the consultant responsible for each one, current status and priorities, all in one place. This way, clients can see where things stand at any given moment, without needing to chase for more information. “This gives clear progress visibility and reduces the need for status updates,” said </span><span data-ccp-props="{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}">Akvilė.</span></p><p><span data-ccp-props="{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}"> </span></p><p><span data-contrast="none">Clear SLAs also reduce uncertainty, both for clients and the support team. “A quick first response confirms that the question has been received and is being reviewed,” Ligita explained. “Agreed resolution times make it much easier to plan ahead, especially when changes involve third-party integrations or vital business processes.” In complex ERP environments, where a fix might involve coordinating across multiple systems or departments, knowing the expected timeframe is essential for accurate planning.</span><span data-ccp-props="{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}"> </span></p><p><span data-ccp-props="{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}"> </span></p><p><span data-contrast="none">It’s also important to note that the transparency works both ways. Clear SLA commitments and full ticket visibility are beneficial to clients, and they keep the support team accountable. “With clear SLA policies and full ticket visibility, the quality of our support remains transparent and easy to evaluate,” Ligita said. </span></p><p><span data-ccp-props="{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}"> </span></p><h5 aria-level="2"><strong>Quick Response Times</strong><span data-ccp-props="{&quot;134245418&quot;:true,&quot;134245529&quot;:true,&quot;335559738&quot;:160,&quot;335559739&quot;:80}"> </span></h5><p> </p><p><span data-contrast="none">A slow response to a technical problem can have major operational and financial consequences for clients. When something stops working as it should, the impact ripples quickly across the organization.</span><span data-ccp-props="{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}"> </span></p><p><span data-ccp-props="{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}"> </span></p><p><span data-contrast="none">“ERP and document management systems support critical daily operations, and unresolved issues can impact key transactions or lead to financial losses,” Akvilė said. “Our priority is to respond quickly and focus first on resolving the most business-critical cases.” This starts with effective triaging – distinguishing between urgent issues and those that can wait means the most damaging problems get attention first.</span></p><p><span data-ccp-props="{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}"> </span></p><h5 aria-level="2"><strong>Preventative Long-Term Solutions </strong></h5><p> </p><p><span data-contrast="none">One of the more telling signs of a reliable support team is what they do after an issue is resolved. Short-term fixes are great at the time, but long-term thinking keeps the problems from coming back. Some providers that are under pressure to keep resolution times low may default to quick fixes without exploring the root causes. Our approach is different.</span><span data-ccp-props="{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}"> </span></p><p><span data-ccp-props="{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}"> </span></p><p><span data-contrast="none">“When we receive a ticket, we focus not only on resolving the issue but also on understanding why it occurred and how to prevent it in the future,” said Ligita. “We explain the cause and guide customers on how to avoid similar situations.”</span><span data-ccp-props="{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}"> </span></p><p><span data-ccp-props="{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}"> </span></p><p><span data-contrast="none">This means </span><b><span data-contrast="none">every resolved ticket acts as a lesson. </span></b><span data-contrast="none">Clients want their problems fixed, of course. But they also want to work with a partner that takes the time to help them better understand their own system. In time, ERP and document management software users get more confident, common mistakes become less frequent, and things generally run more smoothly.</span></p><p><span data-ccp-props="{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}"> </span></p><p><span data-contrast="none">When the same issue affects multiple users, the response scales accordingly. Rather than fixing each case individually and moving on, the team looks at the bigger picture. “If we see the same issues repeated by different users, we respond proactively. This could be by improving the instructions we give or by providing extra guidance to prevent common mistakes,” Akvilė said. “The goal isn’t to generate more tickets, but to help customers better understand their systems so their daily work runs smoothly.”</span></p><p><span data-ccp-props="{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}"> </span></p><h5 aria-level="2"><strong>Proactive Support </strong></h5><p> </p><p><span data-contrast="none">That commitment to preventing future ERP and document management software issues extends to problems the customer hasn’t even considered yet. This is perhaps where the team’s experience is most evident. A less seasoned consultant might resolve the issue and close the ticket. A senior consultant drawing on years of working with complex environments often recognises that </span><b><span data-contrast="none">what has been reported is only part of the picture.</span></b><span data-ccp-props="{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}"> </span></p><p><span data-ccp-props="{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}"> </span></p><p><span data-contrast="none">“Even when working on a specific issue, our consultants often notice missing data or configuration problems that may not be visible to the client yet,” Ligita explained. “We focus not only on resolving the current case but also on reviewing related setups to prevent future issues.” </span><span data-ccp-props="{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}"> </span></p><p><span data-ccp-props="{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}"> </span></p><p><span data-contrast="none">She pointed to one example where, during an investigation, the support team noticed unexpected changes in a posting profile. “By enabling tracking, we identified that a user had unintentionally modified the setup without fully understanding the impact of doing so,” Ligita said. By catching a potentially significant problem before it had a chance to escalate into something more serious, the team saved the client from future headaches.</span></p><p><span data-ccp-props="{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}"> </span></p><h3 aria-level="2"><strong>Dynamics 365 F&amp;O and Lasernet Support You Can Rely On </strong></h3><p> </p><p><span data-contrast="none">For businesses relying on ERP and document management systems to keep their operations running smoothly, the quality of support in place is everything. Getting it right means finding a team that rejects short-term fixes in favour of long-term solutions, and that’s precisely what the ERP Mechanics support team does.</span><span data-ccp-props="{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}"> </span></p><p><span data-ccp-props="{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}"> </span></p><p><a href="https://www.erpmechanics.com/contact-us/"><b><span data-contrast="none">Get in touch with us today</span></b></a><b><span data-contrast="none"> to find out how a more experienced and collaborative approach to ERP and document management support saves your business time, money and frustration. </span></b><span data-ccp-props="{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}"> </span></p>								</div>
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		<p>The post <a href="https://www.erpmechanics.com/blog/the-case-for-senior-consultant-led-erp-and-document-management-support/">The Case for Senior Consultant-Led ERP and Document Management Support</a> appeared first on <a href="https://www.erpmechanics.com">ERP Mechanics</a>.</p>
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		<title>Is Your Business Ready for a New ERP System? Top 6 Questions You Should Be Asking </title>
		<link>https://www.erpmechanics.com/blog/is-your-business-ready-for-a-new-erp-system-top-6-questions-you-should-be-asking/</link>
		
		<dc:creator><![CDATA[Mallorie De Riggi]]></dc:creator>
		<pubDate>Wed, 18 Feb 2026 20:24:07 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<category><![CDATA[erp implementation planning]]></category>
		<category><![CDATA[erp readiness assessment]]></category>
		<guid isPermaLink="false">https://www.erpmechanics.com/?p=11616</guid>

					<description><![CDATA[<p>You’re considering implementing a new ERP system. It’s a big investment – typically 1 to 3% of a company’s annual revenue. However, the potential payoffs are substantial. A powerful and well-integrated ERP system has many benefits, including:   A single source of truth due to standardised, centralised and more secure data  Better visibility to make faster, well-informed business decisions  Boosts in efficiency and productivity through [&#8230;]</p>
<p>The post <a href="https://www.erpmechanics.com/blog/is-your-business-ready-for-a-new-erp-system-top-6-questions-you-should-be-asking/">Is Your Business Ready for a New ERP System? Top 6 Questions You Should Be Asking </a> appeared first on <a href="https://www.erpmechanics.com">ERP Mechanics</a>.</p>
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									<p><span data-contrast="auto">You’re considering implementing a new ERP system. It’s a big investment – typically 1 to 3% of a company’s annual revenue. However, the potential payoffs are substantial. A powerful and well-integrated ERP system has many benefits, including:</span></p><p><span data-ccp-props="{}"> </span></p><ul><li aria-setsize="-1" data-leveltext="" data-font="Symbol" data-listid="8" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;multilevel&quot;}" data-aria-posinset="1" data-aria-level="1"><b><span data-contrast="auto">A single source of truth</span></b><span data-contrast="auto"> due to standardised, centralised and more secure data</span><span data-ccp-props="{}"> </span></li></ul><ul><li aria-setsize="-1" data-leveltext="" data-font="Symbol" data-listid="8" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;multilevel&quot;}" data-aria-posinset="2" data-aria-level="1"><b><span data-contrast="auto">Better visibility </span></b><span data-contrast="auto">to make faster, well-informed business decisions</span><span data-ccp-props="{}"> </span></li></ul><ul><li aria-setsize="-1" data-leveltext="" data-font="Symbol" data-listid="8" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;multilevel&quot;}" data-aria-posinset="3" data-aria-level="1"><b><span data-contrast="auto">Boosts in efficiency and productivity </span></b><span data-contrast="auto">through repetitive task automation</span><span data-ccp-props="{}"> </span></li></ul><ul><li aria-setsize="-1" data-leveltext="" data-font="Symbol" data-listid="8" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;multilevel&quot;}" data-aria-posinset="4" data-aria-level="1"><b><span data-contrast="auto">More accurate reporting and forecasting </span></b><span data-contrast="auto">that allows you to track KPIs and compare department performance to see what needs attention</span><span data-ccp-props="{}"> </span></li></ul><p> </p><p><span data-contrast="auto">Organizations report a wide range of benefits from updating their ERP systems. Nearly 78% improved productivity, 77% removed silos and 75% improved compliance. Among organizations that performed an ROI analysis before implementing a new system, </span><a href="https://4439340.fs1.hubspotusercontent-na1.net/hubfs/4439340/Reports/ERP%20Report/2023-ERP-Report-Panorama-Consulting.pdf"><span data-contrast="none">83% said the project met their ROI expectations</span></a><span data-contrast="auto"> one-year post-implementation.</span></p><p><span data-ccp-props="{}"> </span></p><p><span data-contrast="auto">As many benefits as they bring, ERP implementations aren’t to be taken lightly. There needs to be complete clarity on goals and on the level of support required to ensure the system meets them.</span></p><p><span data-ccp-props="{}"> </span></p><h2 aria-level="2"><strong>6 Questions to Ask Pre ERP Implementation  </strong></h2><p> </p><p><span data-contrast="auto">Before diving headfirst into an ERP implementation, we recommend asking these six questions:</span><span data-ccp-props="{}"> </span></p><p> </p><h3><strong>1. Do you have clearly defined business goals that an ERP system will support?  </strong></h3><p> </p><p style="text-align: left;"><span data-contrast="auto">Successful implementations begin with </span><b><span data-contrast="auto">strategic alignment</span></b><span data-contrast="auto">, not technical specifications – that comes later. Start with the overarching business objectives, such as increasing efficiency and productivity with automation or gaining real-time data visibility, rather than immediately honing in on specific software features.</span><span data-ccp-props="{}"> </span></p><p><span data-ccp-props="{}"> </span></p><p><span data-contrast="auto">Once high-level goals are established, you can categorise desired features into ‘needs’ and ‘wants’ – functions your business can’t operate without, and ones that would improve workflows but aren’t 100% essential. By prioritizing your most critical business goals first, you ensure the project delivers value where it is needed most.</span></p><p><span data-ccp-props="{}"> </span></p><h3><strong>2. Have key stakeholders been identified and engaged in the ERP planning process?  </strong></h3><p> </p><p><span data-contrast="auto">ERP implementation failure is rarely due to technical issues – it’s usually a </span><b><span data-contrast="auto">people-and-processes issue</span></b><span data-contrast="auto">. A lack of executive commitment is a common reason why projects fail to deliver the expected ROI. Among companies that successfully completed an implementation, </span><a href="https://www.educause.edu/ecar/research-publications/2023/more-than-going-live-achieving-institutional-transformation-through-erp-implementation/institutional-culture-and-readiness-for-change"><span data-contrast="none">77% cited institutional leadership support</span></a><span data-contrast="auto"> as the most critical success factor, closely followed by effective communication with all stakeholders.</span><span data-ccp-props="{}"> </span></p><p> </p><p><span data-contrast="auto">Another common pitfall is treating an ERP implementation solely as an IT project. While your IT team and external technical partners play an essential role, it’s a company-wide initiative that </span><a href="https://www.erpmechanics.com/blog/essential-skills-to-maximize-your-dynamics-365-fo-investment/"><span data-contrast="none">requires a broad range of expertise</span></a><span data-contrast="auto">, including an executive sponsor, a project manager and functional leads from all departments affected by the change. </span><span data-ccp-props="{}"> </span></p><p> </p><p><span data-contrast="auto">Then there’s the matter of resource allocation. Key stakeholders can’t manage a full ERP implementation if they’re still expected to perform their typical day-to-day tasks. Identifying stakeholders early allows you to backfill their role while they’re dedicating more time to the project.</span></p><p><span data-ccp-props="{}"> </span></p><h3><strong>3. Is there a defined budget for the ERP project, including software, implementation, training, and support? </strong><span data-ccp-props="{&quot;134245418&quot;:true,&quot;134245529&quot;:true,&quot;335559738&quot;:160,&quot;335559739&quot;:80}"> </span></h3><p> </p><p><span data-contrast="auto">To create an accurate budget for an ERP implementation, you need to look beyond the sticker price to the </span><b><span data-contrast="auto">Total Cost of Ownership (TCO)</span></b><span data-contrast="auto">. Implementation costs can exceed software costs – industry benchmarks suggest that for every dollar spent on software, companies should expect to spend $2 to $5 on implementation.</span></p><p><span data-ccp-props="{}"> </span></p><p><span data-contrast="auto">A sufficient budget should also account for </span><a href="https://erpsoftwareblog.com/2025/11/erp-implementation-costs-explained/"><span data-contrast="none">hidden costs</span></a><span data-contrast="auto"> associated with ERP implementation, including consulting fees, customizations, data migration and user training. Organizations that prioritize change management are </span><a href="https://www.prosci.com/blog/why-change-management"><span data-contrast="none">three times more likely to meet their objectives</span></a><span data-contrast="auto">. Hidden costs like these are what cause ERP budgets to overrun. In fact, almost </span><a href="https://techseria.com/blog/erps-service-providers-guide-to-avoiding-the-70percent-failure-rate"><span data-contrast="none">75% exceed their allocated budget</span></a><span data-contrast="auto">. That’s why including a contingency buffer ensures the project doesn’t fail before the finish line.</span></p><p><span data-ccp-props="{}"> </span></p><h3><strong>4. Are your current business processes well-documented and standardized?  </strong></h3><p> </p><p><span data-contrast="auto">Businesses are upgrading their ERP systems partly to embrace automation, which requires well-documented, standardized business processes. After all, software hates inconsistency. If your current processes are fragmented, a new ERP system will only automate the mess. Many companies rely on </span><b><span data-contrast="auto">‘tribal knowledge’</span></b><span data-contrast="auto"> – long-term employees who understand the unwritten rules of how things get done. But this is a significant risk factor during an ERP implementation. </span></p><p><span data-ccp-props="{}"> </span></p><p><span data-contrast="auto">Documentation is the bridge between tribal knowledge and a functional ERP system. Standardizing your processes ensures that workflows can be followed by all users without relying on specific individuals. The pre-implementation phase is the best time to audit your current workflows, allowing your organization to move on from outdated legacy habits in favor of more streamlined processes.</span></p><p><span data-ccp-props="{}"> </span></p><h3><strong>5. Have your teams identified pain points and inefficiencies in current workflows?  </strong></h3><p> </p><p><span data-contrast="auto">Executives often see the end result of a process, but the </span><b><span data-contrast="auto">people conducting the daily workflows see the friction that slows it down</span></b><span data-contrast="auto">. To find the root cause of inefficiencies, you must get the process users involved. Without this vital feedback, you risk fixing a problem that doesn’t exist while ignoring a bottleneck that is costing you time and money.</span><span data-ccp-props="{}"> </span></p><p> </p><p><span data-contrast="auto">When identifying these pain points, try to quantify them. Rather than concluding that “invoicing is slow”, find hard numbers. For example, “an employee spends 10 hours per week manually invoicing, costing the company $X per year.” Assigning a price to these pain points helps you prioritize the ERP functions that deliver the fastest ROI.</span></p><p><span data-ccp-props="{}"> </span></p><h3><strong>6. Have you assessed integration needs with other software?  </strong></h3><p> </p><p><span data-contrast="auto">While ERPs are certainly comprehensive, they don’t exist in a vacuum. To create the </span><b><span data-contrast="auto">ultimate single source of truth</span></b><span data-contrast="auto">, you must identify which applications your new ERP needs to talk to, including but not limited to your CRM, HR platform or </span><a href="https://www.erpmechanics.com/blog/simplify-document-management-with-lasernet/"><span data-contrast="none">document management system</span></a><span data-contrast="auto">. </span><span data-ccp-props="{}"> </span></p><p> </p><p><span data-contrast="auto">Integrating these tools creates the single source of truth you’re looking for, extends the ERP&#8217;s functionality, and enables new, streamlined workflows that save time and money. However, good integrations require good integrators. An imperfect integration means you lose many of the benefits of integrating in the first place. Instead, you’ll spend more time fixing errors than making efficiency improvements. </span></p><p><span data-ccp-props="{}"> </span></p><h3 aria-level="2"><strong>Is Your Business ERP Implementation-Ready? </strong></h3><p> </p><p><span data-contrast="auto">Many businesses see significant ROI from their ERP implementations. However, these returns are only possible if you </span><b><span data-contrast="auto">bridge the gap between the software’s capability and operational readiness</span></b><span data-contrast="auto">. The six questions explored in this article provide a good starting point for your team, and answering them helps you avoid the tribal knowledge issues and budget overruns that stall many implementations. </span><span data-ccp-props="{}"> </span></p><p> </p><p><span data-contrast="auto">Our ERP Readiness Assessment provides a 10-question framework to help you benchmark your preparation, allowing you to pinpoint exactly what work needs to be done to ready your business for a transformative ERP implementation.</span><span data-ccp-props="{}"> </span></p><p> </p><p><b><span data-contrast="auto">Identify potential roadblocks before the project begins. Take our </span></b><a href="https://www.erpmechanics.com/erp-readiness-assessment-questionnaire/"><b><span data-contrast="none">ERP Readiness Assessment</span></b></a><b><span data-contrast="auto"> to ensure your people, processes and budget are aligned for a successful rollout.</span></b><span data-ccp-props="{}"> </span></p>								</div>
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		<p>The post <a href="https://www.erpmechanics.com/blog/is-your-business-ready-for-a-new-erp-system-top-6-questions-you-should-be-asking/">Is Your Business Ready for a New ERP System? Top 6 Questions You Should Be Asking </a> appeared first on <a href="https://www.erpmechanics.com">ERP Mechanics</a>.</p>
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		<title>ERP Mechanics Develops Custom E-mail Business Rules with Lasernet to Support Ever Ready First Aid’s Document Delivery Requirements</title>
		<link>https://www.erpmechanics.com/case-studies/erp-mechanics-develops-custom-e-mail-business-rules-with-lasernet-to-support-ever-ready-first-aids-document-delivery-requirements/</link>
		
		<dc:creator><![CDATA[Mallorie De Riggi]]></dc:creator>
		<pubDate>Thu, 05 Feb 2026 17:42:32 +0000</pubDate>
				<category><![CDATA[Case Studies]]></category>
		<category><![CDATA[Case Study]]></category>
		<category><![CDATA[E-mail Rules]]></category>
		<category><![CDATA[Lasernet]]></category>
		<guid isPermaLink="false">https://www.erpmechanics.com/?p=11463</guid>

					<description><![CDATA[<p>Ever Ready First Aid, a division of SZY Holdings, LLC, supplies OSHA/ANSI-compliant first aid kits to government, military, and commercial clients. Based in Brooklyn, NY, the company has over 30 years of experience delivering high-quality, customized medical supply solutions.   Ever Ready has been successfully using Lasernet to support and handle its document management requirements, [&#8230;]</p>
<p>The post <a href="https://www.erpmechanics.com/case-studies/erp-mechanics-develops-custom-e-mail-business-rules-with-lasernet-to-support-ever-ready-first-aids-document-delivery-requirements/">ERP Mechanics Develops Custom E-mail Business Rules with Lasernet to Support Ever Ready First Aid’s Document Delivery Requirements</a> appeared first on <a href="https://www.erpmechanics.com">ERP Mechanics</a>.</p>
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									<p>Ever Ready First Aid, a division of SZY Holdings, LLC, supplies OSHA/ANSI-compliant first aid kits to government, military, and commercial clients. Based in Brooklyn, NY, the company has over 30 years of experience delivering high-quality, customized medical supply solutions.</p><p> </p><p>Ever Ready has been successfully using Lasernet to support and handle its document management requirements, including creating and sending out customer documents like invoices and statements for several years.</p><h5> </h5><h3><strong>The Challenge</strong></h3><p> </p><p>A recent requirement arose for Ever Ready based on ongoing customer feedback requests, asking for their invoices and other order documents to be delivered in a diverse set of formats which were outside of the default settings in Lasernet or Microsoft Dynamics 365 F&amp;O. The default business rule within Lasernet OOB, is that one email is sent per document that is created.</p><p> </p><p>What Ever Ready came to realize was that some of their customers would want one email sent per each document that they requested; while others in a second scenario would want one email sent with all of their requested business documents attached to it, and lastly in a third scenario some others would be requesting that they wanted all of the documents placed into one pdf to be delivered in one email.</p><p> </p><p>Based on those three possible document delivery scenarios, a fourth scenario emerged whereby there were customers who would contact Ever Ready and ask them to change their document delivery preference from one way to the other. This accommodation became cumbersome and difficult to track.</p><p> </p><p>As Ever Ready’s Lasernet support partner, ERP Mechanics began working on a solution.</p><p> </p><p>“It was truly a challenging concept and required the expertise of the ERP Mechanics team to creatively map out a solution that would work, with stable reliable results and they certainly delivered” said Yosef Schapiro, D365 Administrator, Ever Ready First Aid.</p><h5> </h5><h3><strong>The Solution</strong></h3><p> </p><p>The ERP Mechanics team reviewed all the given requirements and began creating new business rules to modify Lasernet’s workflows to accommodate each different mail merging and customer document delivery scenario. ERP Mechanics established pre-defined destination rules that were set up to be triggered by the customer account for automated processing.</p><p> </p><p>In addition, a fourth method was developed to allow these email business rules to be dynamically changed based on customers who request to change their document delivery preferences.</p><p> </p><p>If a customer were to contact Ever Ready, requesting a different delivery method for a specific document, Ever Ready users were trained to now include a specific keyword in the email that would redirect the email delivery and override the pre-selected method of document delivery for this specific instance.</p><p> </p><p>This flexibility within Lasernet enabled ERP Mechanics’ consultants the ability to customize Ever Ready’s document delivery to adapt and meet their customers’ needs in a dynamic way that ended up saving both themselves and their customers both time and money.</p><p> </p><p>“I have been personally working with Ever Ready First Aid for years. It’s been a pleasure working with them and helping them get the most of what Lasernet can offer. Lasernet is the most customizable and flexible enterprise ready document management tool on the market today. This project is a perfect example of what is possible with Lasernet and how ERP Mechanics can customize the business rules for document e-delivery to whatever is needed to meet customer requirements,” says Roger Cruz, Practice Lead, ERP Mechanics.</p>								</div>
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		<p>The post <a href="https://www.erpmechanics.com/case-studies/erp-mechanics-develops-custom-e-mail-business-rules-with-lasernet-to-support-ever-ready-first-aids-document-delivery-requirements/">ERP Mechanics Develops Custom E-mail Business Rules with Lasernet to Support Ever Ready First Aid’s Document Delivery Requirements</a> appeared first on <a href="https://www.erpmechanics.com">ERP Mechanics</a>.</p>
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		<title>Why Does Your D365 F&#038;O Implementation Need a Solid Document Management Strategy From Day One?</title>
		<link>https://www.erpmechanics.com/blog/why-does-your-d365-fo-implementation-need-a-solid-document-management-strategy-from-day-one/</link>
		
		<dc:creator><![CDATA[Mallorie De Riggi]]></dc:creator>
		<pubDate>Sun, 18 Jan 2026 01:22:15 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<category><![CDATA[document management]]></category>
		<category><![CDATA[dynamics 365 f&o]]></category>
		<category><![CDATA[Lasernet]]></category>
		<guid isPermaLink="false">https://www.erpmechanics.com/?p=11302</guid>

					<description><![CDATA[<p>There’s no doubt that D365 F&#38;O is powerful – we’d be the first to tell you this. But, for many businesses, its native document management capabilities don’t go far enough. Complex document creation and distribution processes that require developers, dealing with large volumes of data, endless formatting issues and data silos – all of these problems hinder productivity, lead to delivery issues and generally act as a thorn [&#8230;]</p>
<p>The post <a href="https://www.erpmechanics.com/blog/why-does-your-d365-fo-implementation-need-a-solid-document-management-strategy-from-day-one/">Why Does Your D365 F&#038;O Implementation Need a Solid Document Management Strategy From Day One?</a> appeared first on <a href="https://www.erpmechanics.com">ERP Mechanics</a>.</p>
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									<p><span data-contrast="auto">There’s no doubt that D365 F&amp;O is powerful – we’d be the first to tell you this. But, for many businesses, its native document management capabilities don’t go far enough. Complex document creation and distribution processes that require developers, dealing with large volumes of data, endless formatting issues and data silos – all of these problems hinder productivity, lead to delivery issues and generally act as a thorn in your business’s side.</span></p><p><span data-ccp-props="{}"> </span></p><p><span data-contrast="auto">Dene Palmer, ERP Mechanics’ UK Business Director, sees organizations making similar </span><a href="https://www.erpmechanics.com/blog/must-read-advice-from-our-experts-on-choosing-your-ideal-document-management-system-part-one/"><span data-contrast="none">mistakes in document management</span></a><span data-contrast="auto">. Explaining what he sees the most, he said, “Underestimating their output and distribution requirements, and </span><b><span data-contrast="auto">thinking they will get by with an ‘out of the box’ solution</span></b><span data-contrast="auto">.”</span></p><p><span data-contrast="auto"> </span><span data-ccp-props="{}"> </span></p><p><span data-contrast="auto">These mistakes have serious consequences for ERP rollouts. “This inevitably leads to projects being paused and reviewed mid-flight, causing delays, frustration and an increase in costs. It’s important to fully understand your total scope of requirements upfront, to ensure you only have to undertake a single, smooth-running project,” he said.</span><span data-ccp-props="{}"> </span></p><p><span data-contrast="auto">One of the best things you can do to limit the roadblocks you meet in your D365 F&amp;O implementation is to put a solid document management strategy in place – </span><b><span data-contrast="auto">from day one</span></b><span data-contrast="auto">.</span></p><p><span data-ccp-props="{}"> </span></p><h3 aria-level="2"><strong>Why Integrate Document Management Software into D365 F&amp;O?</strong></h3><h3 aria-level="2"><strong> </strong></h3><p><span data-contrast="auto">Relying on out-of-the-box functionality creates the exact bottlenecks Dene warned about. Integrating </span><a href="https://www.erpmechanics.com/blog/document-management-features-2025/"><span data-contrast="none">document management software with robust features</span></a><span data-contrast="auto"> ensures your project runs smoothly and that your busy team avoids the common pitfalls of manual document handling. D365 document management software:</span></p><p><span data-ccp-props="{}"> </span></p><h5 aria-level="3"><strong>Reduces reliance on developers </strong></h5><p> </p><p><span data-contrast="auto">SSRS reporting is a major bottleneck for many D365 users because it’s inherently developer-centric – even small changes require developer input. Integrating document management software hands back control to non-technical users, particularly if the tool you choose offers low or no-code document designers and templates that let them create and manage documents easily. </span><span data-ccp-props="{}"> </span></p><p> </p><p><span data-contrast="auto">This shifts your developer&#8217;s focus away from adding logos and editing data fields to the many other tasks on their to-do lists. Alternatively, if you rely on external developers, embracing document management software designed for non-technical users frees up more of your IT budget.</span><span data-ccp-props="{}"> </span></p><p aria-level="3"> </p><h5 aria-level="3"><strong>Eliminates data silos </strong></h5><p> </p><p><span data-contrast="auto">Data silos are a problem in almost every organization, costing businesses an average of </span><a href="https://www.jpmorgan.com/kinexys/content-hub/collective-intelligence-from-data-silos"><span data-contrast="none">$3.1 trillion annually</span></a><span data-contrast="auto"> in lost revenue and productivity. Duplication, inefficiencies and</span><i><span data-contrast="auto"> lots </span></i><span data-contrast="auto">of missed business opportunities eat into your revenue. For example, when documents are isolated, </span><a href="https://www.edms-consultants.com/improper-document-management-inhibits-employee-productivity-8-in-10-workers-forced-to-recreate-existing-documents/"><span data-contrast="none">eight in 10 workers</span></a><span data-contrast="auto"> admit to recreating existing files simply because they can’t locate the originals – if this happens to employees even a few times a week, you’ve got a major productivity drain on your hands.</span><span data-ccp-props="{}"> </span></p><p> </p><p><span data-contrast="auto">Integrating document management software (like </span><a href="https://www.formpipe.com/integrations/dynamics-365/finance-operations/"><span data-contrast="none">Lasernet</span></a><span data-contrast="auto">) from day one solves this problem by creating a </span><b><span data-contrast="auto">centralized hub</span></b><span data-contrast="auto"> where metadata makes files easily retrievable, effectively establishing a much-needed single source of truth for your organization.</span><span data-ccp-props="{}"> </span></p><p aria-level="3"> </p><h5 aria-level="3"><strong>Enables omnichannel delivery </strong></h5><p> </p><p><span data-contrast="auto">With a centralized hub in place, you reap the benefits of</span><b><span data-contrast="auto"> ‘one-to-many’ distribution </span></b><span data-contrast="auto">– a single process can create a PDF, email a customer, update a portal and send a print job in just a couple of clicks. Document management software handles various formats, including XML and CSV, without forcing teams to juggle multiple systems. Automating document delivery saves teams many hours of work each week and removes the manual handling that inevitably leads to errors.</span><span data-ccp-props="{}"> </span></p><h5 aria-level="3"> </h5><h5 aria-level="3"><strong>Increases ROI </strong></h5><p> </p><p><span data-contrast="auto">Moving beyond D365 F&amp;O’s standard document capabilities directly improves your bottom line by removing the need for costly, sometimes external, developers. Businesses achieve faster time-to-value with pre-built templates and can handle higher document volumes without increasing the number of employees needed to process them. </span><span data-ccp-props="{}"> </span></p><p> </p><p><span data-contrast="auto">One of the biggest pros of integrating document management software into D365 F&amp;O is the substantial reduction in human error, which prevents compliance mistakes and shipping errors that harm profitability.</span><span data-ccp-props="{}"> </span></p><h3 aria-level="2"> </h3><h3 aria-level="2"><strong>Lasernet: D365 F&amp;O Document Software You Can Rely On </strong></h3><p> </p><p><a href="https://www.erpmechanics.com/blog/simplify-document-management-with-lasernet/"><span data-contrast="none">Lasernet</span></a><span data-contrast="auto"> is the ideal choice for D365 F&amp;O because, from day one, it solves the output and distribution gap, and this prevents the mid-project pauses and cost increases Dene warned against.</span></p><p><span data-ccp-props="{}"> </span></p><h5 aria-level="3"><strong>Why Lasernet specifically? </strong></h5><p> </p><p><span data-contrast="auto">Unlike some document management software that can feel like disjointed bolt-ons, Lasernet offers its users a smooth experience that enhances D365 F&amp;O’s capabilities.</span></p><p><span data-ccp-props="{}"> </span></p><h5 aria-level="4"><strong><i>Embedded </i><i>inside </i><i>F&amp;O</i> </strong></h5><p> </p><p><span data-contrast="auto">One of the biggest hurdles with introducing new software is getting your team to use it. The good news is that, with Lasernet, users work entirely within the familiar D365 F&amp;O environment. There’s no need to learn a completely new interface or switch between applications, and this drives higher adoption rates.</span><span data-ccp-props="{}"> </span></p><p aria-level="4"> </p><h5 aria-level="4"><strong><i>Richer, consolidated documents (without extra work)</i> </strong></h5><p> </p><p><span data-contrast="auto">SSRS reports can look basic because they’re limited to the data on hand. Lasernet, on the other hand, allows you to access real-time data directly from the ERP and easily merge it with data from other systems, such as CRMs or legacy systems. The result is richer, more professional-looking documents that contain everything your customers and clients expect.</span><span data-ccp-props="{}"> </span></p><p aria-level="4"> </p><h5 aria-level="4"><strong><i>Updates without the developers or downtime</i> </strong></h5><p> </p><p><span data-contrast="auto">In SSRS (and in some document management software tools), making a small change to a document can require a productivity-killing, doubly-whammy: developer input </span><b><span data-contrast="auto">and</span></b><span data-contrast="auto"> downtime. Lasernet solves this problem with drag-and-drop tools that allow you to update documents without downtime.</span><span data-ccp-props="{}"> </span></p><p aria-level="4"> </p><h5 aria-level="4"><strong><i>Track emails with read receipts</i> </strong></h5><p> </p><p><span data-contrast="auto">Most ERPs leave you in the dark once you hit send, making it impossible to know whether documents like involves and delivery queries reach their destinations. Lasernet closes this gap by adding built-in tracking and read receipts, giving you an auditable trail to follow. You get the peace of mind that comes with proof of delivery and the confidence that your documents are reaching the right people.</span></p><p><span data-ccp-props="{}"> </span></p><h5 aria-level="4"><strong><i>Reduce risk with document previews</i> </strong></h5><p> </p><p><span data-contrast="auto">There is always a twinge of anxiety when sending automated documents. What if there’s a spelling mistake? Or what if it contains the wrong information? Lasernet removes that risk by letting you preview documents before they are sent, giving you the confidence that everything is in order. </span><span data-ccp-props="{}"> </span></p><p aria-level="4"> </p><h5 aria-level="4"><strong><i>Flexible output and distribution</i> </strong></h5><p> </p><p><span data-contrast="auto">Lasernet lets you send documents to multiple channels simultaneously. You could generate a PDF for an email, an XML file for a supplier and a physical print copy for the warehouse – all in just a few clicks. As </span><a href="https://www.erpmechanics.com/blog/must-read-advice-from-our-experts-on-choosing-your-ideal-document-management-system-part-one/"><span data-contrast="none">Roger Cruz</span></a><span data-contrast="auto">, Practice Lead at ERP Mechanics, put it, “It works with any ERP system that can generate text, CSV/XLSX, PDF, JSON, or XML as the output stream and can deliver results to modern streams, such as printer, fax, email, EDI, FTP/SFTP, HTTP Post and SharePoint.”</span></p><p><span data-ccp-props="{}"> </span></p><h3 aria-level="2"><strong>ERP Mechanics: D365 F&amp;O and Lasernet Expertise in One Place </strong></h3><p> </p><p><span data-contrast="auto">We’re ERP Mechanics – a managed IT services company delivering better results for our customers than a traditional consultancy. We support both Microsoft partners and end users in cutting costs and reducing risks on D365 F&amp;O and Lasernet projects.</span><span data-ccp-props="{}"> </span></p><p><span data-contrast="auto">But what makes us different? We’re driven by </span><b><span data-contrast="auto">deep expertise</span></b><span data-contrast="auto">,</span><b><span data-contrast="auto"> reliability</span></b><span data-contrast="auto"> and </span><b><span data-contrast="auto">partnerships</span></b><span data-contrast="auto"> that deliver tangible value to our clients and partners. Essentially, we’re the </span><a href="https://www.erpmechanics.com/blog/erp-mechanics-the-ultimate-team-player-for-d365fo-lasernet/"><span data-contrast="none">ultimate team player</span></a><span data-contrast="auto"> for whatever Dynamics 365 F&amp;O or Lasernet project you may have.</span><span data-ccp-props="{}"> </span></p><p> </p><p><b><span data-contrast="auto">Keen to put a solid document management strategy in place from day one of your D365 F&amp;O implementation? </span></b><a href="https://www.erpmechanics.com/contact-us/"><b><span data-contrast="none">Contact us today</span></b></a><b><span data-contrast="auto"> to make sure your project goes off without a hitch.</span></b><span data-ccp-props="{}"> </span></p>								</div>
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		<p>The post <a href="https://www.erpmechanics.com/blog/why-does-your-d365-fo-implementation-need-a-solid-document-management-strategy-from-day-one/">Why Does Your D365 F&#038;O Implementation Need a Solid Document Management Strategy From Day One?</a> appeared first on <a href="https://www.erpmechanics.com">ERP Mechanics</a>.</p>
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		<title>D365 F&#038;O Document Management Comparison: Lasernet vs SSRS</title>
		<link>https://www.erpmechanics.com/blog/d365-fo-document-management-comparison-lasernet-vs-ssrs/</link>
		
		<dc:creator><![CDATA[Mallorie De Riggi]]></dc:creator>
		<pubDate>Tue, 09 Dec 2025 23:18:48 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<category><![CDATA[document management]]></category>
		<category><![CDATA[dynamics 365 f&o]]></category>
		<category><![CDATA[ERP]]></category>
		<category><![CDATA[Lasernet]]></category>
		<guid isPermaLink="false">https://www.erpmechanics.com/?p=11013</guid>

					<description><![CDATA[<p>Creating, distributing and archiving documents is often harder than it needs to be. You’re likely wasting time navigating rigid formatting or struggling to personalize documents for your customers and clients. On top of that, connecting data from different systems feels like a nightmare, often forcing you to rely on costly and slow developers for even simple updates.     These tasks [&#8230;]</p>
<p>The post <a href="https://www.erpmechanics.com/blog/d365-fo-document-management-comparison-lasernet-vs-ssrs/">D365 F&amp;O Document Management Comparison: Lasernet vs SSRS</a> appeared first on <a href="https://www.erpmechanics.com">ERP Mechanics</a>.</p>
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									<p><span data-contrast="none">Creating, distributing and archiving documents is often harder than it needs to be. You’re likely wasting time navigating rigid formatting or struggling to personalize documents for your customers and clients. On top of that, connecting data from different systems feels like a nightmare, often forcing you to rely on costly and slow developers for even simple updates. </span><span data-ccp-props="{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:0,&quot;335559739&quot;:0}"> </span></p><p><span data-ccp-props="{}"> </span></p><p><span data-contrast="none">These tasks create bottlenecks that slow down your whole team – just when you need to move fast. What you need is output and document management software. However, not all software is created equal.</span></p><p><span data-ccp-props="{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:0,&quot;335559739&quot;:0}"> </span></p><h3 aria-level="2"><strong>Common Mistakes When Choosing Document Management Software </strong></h3><p> </p><p><span data-contrast="none">We see companies making four common mistakes when choosing output and document management software: </span><b><span data-contrast="none">misunderstanding the output management capabilities</span></b><span data-contrast="none"> they actually need, not giving </span><b><span data-contrast="none">security and compliance</span></b><span data-contrast="none"> enough consideration, </span><b><span data-contrast="none">sidestepping beneficial integrations </span></b><span data-contrast="none">and </span><b><span data-contrast="none">underestimating the role of performance</span></b><span data-contrast="none">.</span></p><p><span data-ccp-props="{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:0,&quot;335559739&quot;:0}"> </span></p><h5 aria-level="3"><strong>Misunderstanding output management </strong></h5><p> </p><p><span data-contrast="none">Output management is often misunderstood, so it’s not prioritized at the start of new ERP projects. This lack of awareness and preparation can cause issues later in the project, as the ERP system, data and reports haven’t been designed with output management in mind.</span></p><p><span data-ccp-props="{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:0,&quot;335559739&quot;:0}"> </span></p><h5 aria-level="3"><strong>Overlooking security and compliance </strong></h5><p> </p><p><span data-contrast="none">Not considering the security compliance, long-term storage and auditing of your documents also leads to problems, and quickly. This can lead to your end customers facing issues with the documents and wider communications they receive from your business, negatively impacting your reputation (and, in some cases, even incurring financial penalties).</span></p><p><span data-contrast="none"> </span><span data-ccp-props="{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:0,&quot;335559739&quot;:0}"> </span></p><h5 aria-level="3"><strong>Sidestepping beneficial integrations</strong></h5><p aria-level="3"><span data-ccp-props="{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;134245418&quot;:true,&quot;134245529&quot;:true,&quot;335559738&quot;:320,&quot;335559739&quot;:80}"> </span></p><p><span data-contrast="none">With the right output management provider, integration possibilities are nearly endless. It’s important to consider the integration you need as early in the ERP project as possible – there are big advantages to be had in automating your document-based workflow processes. The productivity gains aren’t small, either. You could save yourself and your team several hours each week.</span></p><p><span data-ccp-props="{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:0,&quot;335559739&quot;:0}"> </span></p><h5 aria-level="3"><strong>Underestimating the role of performance </strong></h5><p> </p><p><span data-contrast="none">Understanding your performance and throughput requirements is vital to a successful ERP and output management project. The last thing you want is your staff or customers waiting for the documents they need.</span><span data-ccp-props="{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:0,&quot;335559739&quot;:0}"> </span></p><p aria-level="2"> </p><p aria-level="2"><strong>SSRS vs Lasernet: At a glance</strong></p><p><span data-ccp-props="{}"> </span></p><table data-tablestyle="MsoNormalTable" data-tablelook="1696" aria-rowcount="5"><tbody><tr aria-rowindex="1"><td data-celllook="4369"><p><b><span data-contrast="none">Feature</span></b><span data-ccp-props="{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:0,&quot;335559739&quot;:0}"> </span></p></td><td data-celllook="4369"><p><b><span data-contrast="none">SSRS</span></b><span data-ccp-props="{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:0,&quot;335559739&quot;:0}"> </span></p></td><td data-celllook="4369"><p><b><span data-contrast="none">Lasernet</span></b><span data-ccp-props="{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:0,&quot;335559739&quot;:0}"> </span></p></td></tr><tr aria-rowindex="2"><td data-celllook="4369"><p><b><span data-contrast="none">Document design tool</span></b><span data-ccp-props="{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:0,&quot;335559739&quot;:0}"> </span></p></td><td data-celllook="4369"><p><span data-contrast="none">Visual Studio</span><span data-ccp-props="{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:0,&quot;335559739&quot;:0}"> </span></p></td><td data-celllook="4369"><p><span data-contrast="none">Drag-and-Drop Lasernet Form Editor</span><span data-ccp-props="{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:0,&quot;335559739&quot;:0}"> </span></p></td></tr><tr aria-rowindex="3"><td data-celllook="4369"><p><b><span data-contrast="none">Developer skill level</span></b><span data-ccp-props="{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:0,&quot;335559739&quot;:0}"> </span></p></td><td data-celllook="4369"><p><span data-contrast="none">High</span><span data-ccp-props="{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:0,&quot;335559739&quot;:0}"> </span></p></td><td data-celllook="4369"><p><span data-contrast="none">Low to none</span><span data-ccp-props="{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:0,&quot;335559739&quot;:0}"> </span></p></td></tr><tr aria-rowindex="4"><td data-celllook="4369"><p><b><span data-contrast="none">E-invoicing capabilities</span></b><span data-ccp-props="{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:0,&quot;335559739&quot;:0}"> </span></p></td><td data-celllook="4369"><p><span data-contrast="none">Custom</span><span data-ccp-props="{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:0,&quot;335559739&quot;:0}"> </span></p></td><td data-celllook="4369"><p><span data-contrast="none">Native</span><span data-ccp-props="{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:0,&quot;335559739&quot;:0}"> </span></p></td></tr><tr aria-rowindex="5"><td data-celllook="4369"><p><b><span data-contrast="none">External data</span></b><span data-ccp-props="{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:0,&quot;335559739&quot;:0}"> </span></p></td><td data-celllook="4369"><p><span data-contrast="none">SQL only</span><span data-ccp-props="{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:0,&quot;335559739&quot;:0}"> </span></p></td><td data-celllook="4369"><p><span data-contrast="none">Almost any source</span><span data-ccp-props="{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:0,&quot;335559739&quot;:0}"> </span></p></td></tr></tbody></table><p><span data-ccp-props="{}"> </span></p><h3 aria-level="2"><strong>SSRS </strong></h3><p> </p><p><i><span data-contrast="none">Best for companies with in-house SSRS developers</span></i><span data-ccp-props="{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:0,&quot;335559739&quot;:0}"> </span></p><p><span data-ccp-props="{}"> </span></p><p><span data-contrast="none">SQL Server Reporting Services (SSRS) is a Microsoft platform for creating, managing and deploying reports. Users can create reports from a range of data sources to meet business and compliance needs. Undeniably a developer-centric tool, using SSRS means you’re often dependent on your IT team (or external developers) to build or modify even simple reports. </span><span data-ccp-props="{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:0,&quot;335559739&quot;:0}"> </span></p><p><span data-ccp-props="{}"> </span></p><p><span data-contrast="none">The report layouts are static, offering users little room for customization. Distribution capabilities are often restricted, which makes delivering documents to your customers more challenging than it needs to be.</span></p><p><span data-ccp-props="{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:0,&quot;335559739&quot;:0}"> </span></p><h5 aria-level="3"><strong>Ease of use </strong></h5><p> </p><p><span data-contrast="none">Unlike other more intuitive document management software solutions, SSRS requires a deep understanding of the platform. Users need specialized developer skills to use the platform, often requiring them to work within complex environments like Visual Studio. Plus, reliance on RDL files for report definitions makes SSRS inaccessible to business users without coding experience.</span></p><p><span data-contrast="none"> </span><span data-ccp-props="{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:0,&quot;335559739&quot;:0}"> </span></p><h5 aria-level="3"><strong>Configuration and scalability </strong></h5><p> </p><p><span data-contrast="none">SSRS tends to require manual environment setup, which adds complexity and time to the deployment process – not what you need when important documents need to be created and sent out. The output is typically restricted to static reports, which offer little room for customization. </span><span data-ccp-props="{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:0,&quot;335559739&quot;:0}"> </span></p><p><span data-ccp-props="{}"> </span></p><p><span data-contrast="none">Finally, the platform suffers from limited scalability, making it difficult to support growing data loads or expanding infrastructure requirements in an efficient (and budget-friendly) manner. </span><span data-ccp-props="{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:0,&quot;335559739&quot;:0}"> </span></p><h5 aria-level="3"> </h5><h5 aria-level="3"><strong>Compliance and data orchestration </strong></h5><p> </p><p><span data-contrast="none">The platform lacks native support for e-invoicing – a real thorn in the side for companies required to send e-invoices under the </span><a href="https://ec.europa.eu/digital-building-blocks/sites/spaces/DIGITAL/pages/467108874/eInvoicing+Country+Factsheets+for+each+Member+State+and+other+countries"><span data-contrast="none">EU’s e-invoicing directive</span></a><span data-contrast="none">. Today, many organizations are forced to develop costly and time-consuming custom workarounds to meet or prepare for e-invoicing regulations.</span><span data-ccp-props="{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:0,&quot;335559739&quot;:0}"> </span></p><p><span data-ccp-props="{}"> </span></p><p><span data-contrast="none">To make things more complicated, data connectivity is restrictive, meaning datasets are effectively limited to SQL-only sources. This prevents direct integration with modern APIs or non-relational data systems.</span></p><p><span data-ccp-props="{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:0,&quot;335559739&quot;:0}"> </span></p><h3 aria-level="2"><strong>Lasernet </strong></h3><p> </p><p><i><span data-contrast="none">Best for medium to large enterprises needing a centralized and automated document management platform that pulls data from multiple systems</span></i><span data-ccp-props="{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:0,&quot;335559739&quot;:0}"> </span></p><p><span data-ccp-props="{}"> </span></p><p><span data-contrast="none">Lasernet brings advanced document management capabilities directly into D365 F&amp;O, offering a highly scalable and user-friendly alternative to SSRS. Within the familiar F&amp;O interface, users with no technical background can define which data to include, its formatting and its destination.</span></p><p><span data-contrast="none"> </span><span data-ccp-props="{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:0,&quot;335559739&quot;:0}"> </span></p><h5 aria-level="3"><strong>Ease of use </strong></h5><p> </p><p><span data-contrast="none">Lasernet simplifies the document deployment process by removing the need for a routing agent. The </span><a href="https://www.formpipe.com/news-blogs/le-game-changer"><span data-contrast="none">Lasernet Query Wizard</span></a><span data-contrast="none">, a visual SQL tool, allows a system administrator (with no development experience) to update reporting structures by adding tables or fields into forms. No external developer support or downtime is required, making it quick to create and customize documents. </span><span data-ccp-props="{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:0,&quot;335559739&quot;:0}"> </span></p><p><span data-ccp-props="{}"> </span></p><p><span data-contrast="none">In terms of connectivity, Lasernet works with external systems outside of D365, such as CRMs or legacy databases, giving you access to data and eliminating silos that prevent users from having a single source of truth.</span></p><p><span data-ccp-props="{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:0,&quot;335559739&quot;:0}"> </span></p><h5 aria-level="3"><strong>Configuration and scalability</strong><span data-ccp-props="{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;134245418&quot;:true,&quot;134245529&quot;:true,&quot;335559738&quot;:320,&quot;335559739&quot;:80}"> </span></h5><p> </p><p><span data-contrast="none">Lasernet makes it easy to manage configurations through environment variables, allowing users to move settings between environments without difficulty and avoid the friction of manual resets that other document management tools require.</span><span data-ccp-props="{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:0,&quot;335559739&quot;:0}"> </span></p><p><span data-ccp-props="{}"> </span></p><p><span data-contrast="none">Lasernet also excels in omnichannel distribution. This means users can generate multiple formats from a single dataset. For example, users can email a branded PDF to a customer while triggering a different file type, such as a JSON or XML file, to a different portal, all in one workflow. </span><span data-ccp-props="{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:0,&quot;335559739&quot;:0}"> </span></p><p><span data-ccp-props="{}"> </span></p><p><span data-contrast="none">Finally, Lasernet’s modular architecture allows you to scale as your document needs grow – choose only the applications you need to solve your document challenges.</span></p><p><span data-ccp-props="{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:0,&quot;335559739&quot;:0}"> </span></p><h5 aria-level="3"><strong>Compliance and data orchestration </strong></h5><p> </p><p><span data-contrast="none">Lasernet is very strong when it comes to compliance. The platform supports the </span><a href="https://www.formpipe.com/solutions/einvoicing/"><span data-contrast="none">creation of templates for global e-invoicing standards</span></a><span data-contrast="none">, with native support for a wide range of international standards, including PEPPOL, XRechnung, and ZUGFeRD – all without custom coding.</span><span data-ccp-props="{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:0,&quot;335559739&quot;:0}"> </span></p><p><span data-ccp-props="{}"> </span></p><p><span data-contrast="none">Beyond e-invoicing standards, Lasernet acts as a centralized location for data orchestration across multiple sources and destinations, meaning you can bridge the gap between D365 and your other business-critical systems.</span></p><p><span data-contrast="none"> </span><span data-ccp-props="{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:0,&quot;335559739&quot;:0}"> </span></p><h3 aria-level="2"><strong>Why We Support Lasernet</strong></h3><h3 aria-level="2"><strong> </strong></h3><p><span data-contrast="none">Each organization has its own specific document management requirements and therefore its important to review all of your options. Through our experience implementing and supporting Lasernet, we do believe it stands out as the complete output and document management package. With enterprise-grade compliance, future-proof data orchestration and native e-invoicing capabilities, the platform gives you everything you need to automate document processes – no custom coding required. </span><span data-ccp-props="{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:0,&quot;335559739&quot;:0}"> </span></p><p><span data-ccp-props="{}"> </span></p><p><span data-contrast="none">It also solves performance issues with robust scalability, handling high-volume document creation, distribution and archiving loads with ease. Last but not least, it allows for fast deployments without downtime – wave goodbye to developer bottlenecks or maintenance windows that slow your operations down.</span></p><p><span data-ccp-props="{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:0,&quot;335559739&quot;:0}"> </span></p><h5 aria-level="2"><strong>Partner With Us to Simplify Document Management </strong></h5><p> </p><p><span data-contrast="none">It’s our job to help our clients choose the right document management software fit for their businesses. We work with clients worldwide where we offer implementation, custom development, and support services to help you solve all of your document challenges.</span><span data-ccp-props="{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:0,&quot;335559739&quot;:0}"> </span></p><p><span data-ccp-props="{}"> </span></p><p><b><span data-contrast="none">Don’t let complex, rigid tools slow your document workflows down. Let the ERP Mechanics be the team to help you save you time and money on document creation, distribution and archiving. </span></b></p><p> </p><p><a href="https://www.erpmechanics.com/contact-us/"><b><span data-contrast="none">Contact us today</span></b></a><b><span data-contrast="none"> to discuss your project.</span></b><span data-ccp-props="{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:0,&quot;335559739&quot;:0}"> </span></p>								</div>
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		<p>The post <a href="https://www.erpmechanics.com/blog/d365-fo-document-management-comparison-lasernet-vs-ssrs/">D365 F&amp;O Document Management Comparison: Lasernet vs SSRS</a> appeared first on <a href="https://www.erpmechanics.com">ERP Mechanics</a>.</p>
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		<title>ERP Mechanics’ First Community Summit Booth Experience: 4 Key Takeaways</title>
		<link>https://www.erpmechanics.com/blog/erp-mechanics-first-community-summit-booth-experience-4-key-takeaways/</link>
		
		<dc:creator><![CDATA[Mallorie De Riggi]]></dc:creator>
		<pubDate>Thu, 13 Nov 2025 02:40:24 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<category><![CDATA[booth]]></category>
		<category><![CDATA[community summit]]></category>
		<category><![CDATA[conference]]></category>
		<category><![CDATA[dynamics 365 f&o]]></category>
		<category><![CDATA[Lasernet]]></category>
		<guid isPermaLink="false">https://www.erpmechanics.com/?p=10598</guid>

					<description><![CDATA[<p>There’s a first time for everything, and 2025 marked ERP Mechanics’ first Community Summit booth experience! Last month, we packed our bags and headed for Orlando, Florida, not knowing what to expect. We can confidently say that we’ll be back next year!    Our Community Summit exhibit experience feels like a big moment for the team. This [&#8230;]</p>
<p>The post <a href="https://www.erpmechanics.com/blog/erp-mechanics-first-community-summit-booth-experience-4-key-takeaways/">ERP Mechanics’ First Community Summit Booth Experience: 4 Key Takeaways</a> appeared first on <a href="https://www.erpmechanics.com">ERP Mechanics</a>.</p>
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									<p><span data-contrast="auto">There’s a first time for everything, and 2025 marked ERP Mechanics’ first </span><a href="https://www.summitna.com/"><span data-contrast="none">Community Summit</span></a><span data-contrast="auto"> booth experience! Last month, we packed our bags and headed for Orlando, Florida, not knowing what to expect. We can confidently say that we’ll be back next year!</span></p><p><span data-contrast="auto"> </span><span data-ccp-props="{}"> </span></p><p><span data-contrast="auto">Our Community Summit exhibit experience feels like a big moment for the team. This last year has been defined by growth, as we’ve recently launched operations in two new markets: the US and the UK. With lots of exciting things happening for team ERP Mechanics, it was nice to step away from the screen and spend some time reconnecting with so many familiar faces. Getting to spend quality time with our customers and partners in person was a real highlight – there’s no substitute for these in-person conversations. It’s where the real connection and collaboration happen!</span></p><p><span data-ccp-props="{}"> </span></p><p><span data-contrast="auto">We came back from the Community Summit feeling invigorated and excited – feelings we’re sure other exhibitors and attendees shared. Now that we’ve had some time to unpack (both our suitcases and our thoughts on what we learned), we wanted to share what really stuck with us.</span></p><p><img fetchpriority="high" decoding="async" class="wp-image-10615 size-large aligncenter" src="https://www.erpmechanics.com/wp-content/uploads/2025/11/IMG_5042-1024x768.jpg" alt="Community Summit NA First Time" width="800" height="600" srcset="https://www.erpmechanics.com/wp-content/uploads/2025/11/IMG_5042-1024x768.jpg 1024w, https://www.erpmechanics.com/wp-content/uploads/2025/11/IMG_5042-300x225.jpg 300w, https://www.erpmechanics.com/wp-content/uploads/2025/11/IMG_5042-768x576.jpg 768w, https://www.erpmechanics.com/wp-content/uploads/2025/11/IMG_5042-1536x1152.jpg 1536w, https://www.erpmechanics.com/wp-content/uploads/2025/11/IMG_5042-2048x1536.jpg 2048w" sizes="(max-width: 800px) 100vw, 800px" /></p><h4> </h4><h4><strong><span class="TextRun SCXW171814026 BCX0" lang="EN-GB" xml:lang="EN-GB" data-contrast="none"><span class="NormalTextRun SCXW171814026 BCX0" data-ccp-parastyle="heading 2">1. Attendee turnout was strong</span></span></strong></h4><h4><strong><span class="EOP SCXW171814026 BCX0" data-ccp-props="{&quot;134245418&quot;:true,&quot;134245529&quot;:true,&quot;335559738&quot;:160,&quot;335559739&quot;:80}"> </span></strong></h4><p><span data-contrast="auto">With over 5,500 people in attendance, the summit was energetic and lively. The summit was packed with a great combination of insightful sessions, plenty of networking opportunities and a healthy amount of fun on the exhibition floor.</span></p><p><span data-contrast="auto">The breadth of the agenda was particularly impressive – sessions covered all things Dynamics, ranging from deep dives on creating multi-agent AI systems and autonomous agents, to managing tariffs and trade volatility within the Dynamics ecosystem. There really was something for everyone to get their teeth into. </span></p><p><img decoding="async" class="aligncenter wp-image-10619 size-large" src="https://www.erpmechanics.com/wp-content/uploads/2025/11/IMG_7506-1024x683.jpg" alt="The ERP Mechanics team at their booth at Community Summit 2025" width="800" height="534" srcset="https://www.erpmechanics.com/wp-content/uploads/2025/11/IMG_7506-1024x683.jpg 1024w, https://www.erpmechanics.com/wp-content/uploads/2025/11/IMG_7506-300x200.jpg 300w, https://www.erpmechanics.com/wp-content/uploads/2025/11/IMG_7506-768x512.jpg 768w, https://www.erpmechanics.com/wp-content/uploads/2025/11/IMG_7506-1536x1024.jpg 1536w, https://www.erpmechanics.com/wp-content/uploads/2025/11/IMG_7506-2048x1365.jpg 2048w" sizes="(max-width: 800px) 100vw, 800px" /></p><h4> </h4><h4><strong><span class="TextRun SCXW171814026 BCX0" lang="EN-GB" xml:lang="EN-GB" data-contrast="none"><span class="NormalTextRun SCXW171814026 BCX0" data-ccp-parastyle="heading 2">2. People love a challenge</span></span></strong></h4><p><span data-contrast="auto">To bring some extra energy to the exhibitors&#8217; hall and give everyone a break from all things Dynamics for a short time, we set up a basketball hoop at the ERP Mechanics booth. This certainly piqued people’s interest, with many keen to try their luck and win the ultimate prize: a signed basketball from Shaquille O’Neal! </span></p><p><span data-ccp-props="{}"> </span></p><p><span data-contrast="auto">It was fantastic to watch people line up to show off their skills, and we were thrilled by the response! By the end of the Summit, we had tallied over 200 shots taken by attendees. It was a great way to meet people and have a few laughs in between all of the insightful sessions the conference had to offer.</span></p><p><span data-ccp-props="{}"> </span></p><h4><strong><span class="TextRun SCXW171814026 BCX0" lang="EN-GB" xml:lang="EN-GB" data-contrast="none"><span class="NormalTextRun SCXW171814026 BCX0" data-ccp-parastyle="heading 2">3. <span class="TextRun SCXW38495353 BCX0" lang="EN-GB" xml:lang="EN-GB" data-contrast="none"><span class="NormalTextRun SCXW38495353 BCX0" data-ccp-parastyle="heading 2">Buzz around document management was noticeably stronger than anticipated</span></span></span></span></strong></h4><p><span data-contrast="auto">While the halls were brimming with excitement about all things AI (particularly Copilot), we couldn’t help but notice that interest in document management was noticeably stronger than anticipated. We believe it shows a clear shift in how companies approach their ERP journey. </span></p><p><span data-contrast="auto">More companies are quickly realizing they need a proper document management solution </span><b><span data-contrast="auto">much sooner in their ERP development journey</span></b><span data-contrast="auto"> than ever before. What previously may have been an afterthought is now at the front of Dynamics users’ minds. This closely aligns with our views, as we firmly believe that a strong document foundation is vital to </span><a href="https://www.erpmechanics.com/blog/essential-skills-to-maximize-your-dynamics-365-fo-investment/"><span data-contrast="none">maximizing their D365 investment</span></a><span data-contrast="auto">.</span><span data-ccp-props="{}"> </span></p><h4> </h4><h5 aria-level="3"><strong>Document management and AI</strong></h5><p><span data-contrast="auto">Additionally, the continued interest and questions about AI-driven document automation were clear. Attendees were eager to see how the latest AI tools can handle everything from intelligent data extraction to invoice processing. </span></p><p><span data-contrast="auto">But, amid all these conversations about how AI will impact the Dynamics community, it&#8217;s clear that human skills and insight still </span><i><span data-contrast="auto">really matter</span></i><span data-contrast="auto">. During one </span><a href="https://dynamicscommunities.com/ug/partner-enablement-workshop-how-partners-are-leading-ai-transformation/"><span data-contrast="none">AI-focused session</span></a><span data-contrast="auto">, speakers delivered a strong message to the audience:</span><b><span data-contrast="auto"> in an AI-driven market, collaboration is the new edge</span></b><span data-contrast="auto">. Building on this point, IAMCP’s Paul Soski explained that “most partnerships fail not because of technology, but because of lack of structure and trust.”</span></p><p><span data-ccp-props="{}"> </span></p><p><span data-contrast="auto">The sophisticated AI tools showcased at the conference, while undoubtedly impressive, are </span><b><span data-contrast="auto">only as powerful as the data and workflows they can access</span></b><span data-contrast="auto">. It’s clear that practical pressures, including increased compliance requirements (such as the expansion of e-invoicing mandates in Europe and beyond), and a growing list of cyber threats, are also accelerating reliance on AI tools. Companies understand that getting their data house in order is a critical first step in making D365 work for them. </span><span data-ccp-props="{}"> </span></p><p><span data-contrast="auto">This sentiment captures the overall message of the conference perfectly, and it&#8217;s why being here in person matters. No one is doubting that AI will have a huge impact and will continue to significantly influence the Dynamics environment, but a lot still rides on </span><b><span data-contrast="auto">strong structures and mutual trust between partners and customers</span></b><span data-contrast="auto">.</span></p><p><span data-ccp-props="{}"> </span></p><p><span data-contrast="auto">ERP Mechanics’ focus on developing mutually beneficial partnerships is exactly how we are expanding our operations in the US and UK this year. Implementing technology successfully requires a mix of close human collaboration and deep technical expertise.</span></p><p><span data-contrast="auto"> </span></p><p><img decoding="async" class="aligncenter wp-image-10620 size-large" src="https://www.erpmechanics.com/wp-content/uploads/2025/11/IMG_7772-1024x683.jpg" alt="ERP Mechanics' CEO Karolis Aleknavičius meeting with the Lasernet team" width="800" height="534" srcset="https://www.erpmechanics.com/wp-content/uploads/2025/11/IMG_7772-1024x683.jpg 1024w, https://www.erpmechanics.com/wp-content/uploads/2025/11/IMG_7772-300x200.jpg 300w, https://www.erpmechanics.com/wp-content/uploads/2025/11/IMG_7772-768x512.jpg 768w, https://www.erpmechanics.com/wp-content/uploads/2025/11/IMG_7772-1536x1024.jpg 1536w, https://www.erpmechanics.com/wp-content/uploads/2025/11/IMG_7772-2048x1365.jpg 2048w" sizes="(max-width: 800px) 100vw, 800px" /></p><h4> </h4><h4><strong><span class="TextRun SCXW171814026 BCX0" lang="EN-GB" xml:lang="EN-GB" data-contrast="none"><span class="NormalTextRun SCXW171814026 BCX0" data-ccp-parastyle="heading 2">4. <span class="TextRun SCXW57902146 BCX0" lang="EN-GB" xml:lang="EN-GB" data-contrast="none"><span class="NormalTextRun SCXW57902146 BCX0" data-ccp-parastyle="heading 2">Dynamics Users + Partners = </span><span class="NormalTextRun SCXW57902146 BCX0" data-ccp-parastyle="heading 2">an important relationship</span></span></span></span></strong></h4><p> </p><p><span data-contrast="auto">Conversations about compliance, security, and the need for document management software, as well as Soski’s point about the importance of trust and structure, point to the fact that the partner relationship is very important to the customer/user&#8217;s success</span><span data-contrast="auto">.</span></p><p><span data-ccp-props="{}"> </span></p><p><span data-contrast="auto">Many Dynamics users rely on partners to get the most out of their platforms, and for good reason. Partners provide </span><b><span data-contrast="auto">deep industry expertise</span></b><span data-contrast="auto">, helping users get it right the first time. In an environment defined by regular updates and advancements, this specialist knowledge helps users navigate a platform that’s prone to change. Instead of trying to figure out everything on their own, companies turn to partners who live and breathe D365.</span></p><h5 aria-level="3"> </h5><h5 aria-level="3"><strong>Extending D365’s document management capabilities </strong></h5><p> </p><p><span data-contrast="auto">But these partnerships go beyond D365 – partners step in to help Dynamics users extend the platform’s capabilities. This comes in many forms, such as </span><a href="https://www.erpmechanics.com/blog/simplify-document-management-with-lasernet/"><b><span data-contrast="none">simplifying document management</span></b></a><span data-contrast="auto">. While D365 is an impressive ERP system, its native document management capabilities don’t go far enough for companies with complex document requirements.</span></p><p><span data-ccp-props="{}"> </span></p><p><span data-contrast="auto">Ultimately, customers and partners come to us because they want better results quickly. When you work with a partner, you’re significantly extending the capabilities of the systems you rely on to give your operations a welcome boost.</span></p><h5 aria-level="2"> </h5><h5 aria-level="2"><strong>ERP Mechanics: Our people-centric approach</strong></h5><p aria-level="2"><strong> </strong></p><p><span data-contrast="auto">Everything we learned and experienced at Community Summit confirmed what we’ve always believed: </span><b><span data-contrast="auto">technology is only as powerful as the people and partnerships behind it</span></b><span data-contrast="auto">. At ERP Mechanics, we’re big </span><a href="https://www.erpmechanics.com/blog/erp-mechanics-the-ultimate-team-player-for-d365fo-lasernet/"><span data-contrast="none">team players</span></a><span data-contrast="auto"> – a ‘partner’s partner’ if you like. Our goal is to help everyone we can within our field of expertise and ensure that projects are successful, delivering tangible, real-world benefits.</span></p><p><span data-ccp-props="{}"> </span></p><p><span data-contrast="auto">How do we achieve this? Our not-so-secret sauce is focusing on </span><b><span data-contrast="auto">people</span></b><span data-contrast="auto">. We find and retain high-quality talent. We’ve brought together a group of experienced people who know their stuff and stick around. Our very high employee retention rate means the person you start your project with is the one who gets it over the line – because who you trust your project with really matters.</span><span data-ccp-props="{}"> </span></p><p><span data-contrast="auto">It may be a year away, but we can’t wait for the next Community Summit. Roll on Nashville 2026! We hope to see you there.</span></p><p><span data-ccp-props="{}"> </span></p><p><b><span data-contrast="auto">Got an ERP or document management project you need help with?</span></b></p><p><b><span data-contrast="auto"> </span></b></p><p><a href="https://www.erpmechanics.com/contact-us/"><b><span data-contrast="none">Get in touch with ERP Mechanics today</span></b></a><b><span data-contrast="auto">.</span></b><span data-ccp-props="{}"> </span></p>								</div>
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		<p>The post <a href="https://www.erpmechanics.com/blog/erp-mechanics-first-community-summit-booth-experience-4-key-takeaways/">ERP Mechanics’ First Community Summit Booth Experience: 4 Key Takeaways</a> appeared first on <a href="https://www.erpmechanics.com">ERP Mechanics</a>.</p>
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		<title>ERP Mechanics: The Ultimate Team Player for D365 F&#038;O and Lasernet</title>
		<link>https://www.erpmechanics.com/blog/erp-mechanics-the-ultimate-team-player-for-d365fo-lasernet/</link>
		
		<dc:creator><![CDATA[Mallorie De Riggi]]></dc:creator>
		<pubDate>Thu, 02 Oct 2025 02:24:45 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<category><![CDATA[consultants]]></category>
		<category><![CDATA[dynamics 365 f&o]]></category>
		<category><![CDATA[expertise]]></category>
		<category><![CDATA[Lasernet]]></category>
		<category><![CDATA[partnerships]]></category>
		<guid isPermaLink="false">https://www.erpmechanics.com/?p=9509</guid>

					<description><![CDATA[<p>Implementing or upgrading your ERP system is a considerable investment – not just in resources and time, but also in trust. You need to be able to trust your chosen partner to get the job done right.   ERP Mechanics is a different type of consultancy. Our expertise and flexibility lends itself to work both [&#8230;]</p>
<p>The post <a href="https://www.erpmechanics.com/blog/erp-mechanics-the-ultimate-team-player-for-d365fo-lasernet/">ERP Mechanics: The Ultimate Team Player for D365 F&amp;O and Lasernet</a> appeared first on <a href="https://www.erpmechanics.com">ERP Mechanics</a>.</p>
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									<p><span data-contrast="none">Implementing or upgrading your ERP system is a considerable investment – not just in resources and time, but also in trust. You need to be able to trust your chosen partner to get the job done right.</span></p><p><span data-ccp-props="{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}"> </span></p><p><span data-contrast="none">ERP Mechanics is a different type of consultancy. Our expertise and flexibility lends itself to work both as a full scale implementation partner directly with customers no matter where they may be located as well support other customer projects through partner relationships. We believe in building value and being a good team player no matter who has hired us or works with us.</span></p><p><span data-contrast="none">We’ve successfully supported dozens of Dynamics 365 F&amp;O and Lasernet customers over the years helping them through complex digital transformations. We&#8217;re also proud of our many partnerships with other implementers and solution vendors where our support has been needed.</span></p><p><span data-ccp-props="{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}"> </span></p><p><span data-contrast="none">With over a decade of experience in industries such as </span><a href="https://www.erpmechanics.com/blog/why-are-manufacturers-choosing-microsoft-dynamics-365-fo/"><span data-contrast="none">manufacturing</span></a><span data-contrast="none">, </span><a href="https://www.erpmechanics.com/blog/more-retailers-microsoft-dynamics-365-fo/"><span data-contrast="none">retail</span></a><span data-contrast="none"> and financial services, the ERP Mechanics team brings flexibility and extensive expertise to no matter what the project may entail.</span></p><p><span data-ccp-props="{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}"> </span></p><h3 aria-level="2"><strong>From Lithuania to the world: What makes our approach different?</strong></h3><h3 aria-level="2"><strong> </strong></h3><p><span data-contrast="none">Sometimes the best ideas don’t come from sitting behind a computer. Inspired while hiking in the Austrian Alps, a group of seasoned freelance developers and consultants came up with an idea: ERP Mechanics. Founded to deliver deep technical expertise without the limitations of a traditional consultancy, ERP Mechanics has grown into a global consultancy driven by tangible results and experienced people.</span></p><h4> </h4><h4><strong>So, what makes our approach different from other ERP consultancies?</strong></h4><p><em><b>Expertise</b>,<b> reliability</b> and <b>partnerships</b> that provide real value to our customers.</em></p><p><span data-ccp-props="{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}"> </span></p><h5 aria-level="3"><strong>1. Expertise that translates into tangible results</strong></h5><p><span data-contrast="none">The ERP Mechanics team is composed of seasoned professionals and consultants, with the majority having <strong>at least 10 years of direct industry and technical experience</strong> behind them. With this degree of experience, </span><span data-contrast="none">our experts have solved the challenges you’re currently facing before, and they’re ready to do the same for you. </span><span data-ccp-props="{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}"> </span></p><p><span data-ccp-props="{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}"> </span></p><p><span data-contrast="none">Our in-depth knowledge of ERP implementation and document management solutions means we can anticipate potential roadblocks before they happen, design more effective solutions to your problems and accelerate your time to value considerably.</span></p><p><span data-ccp-props="{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}"> </span></p><h5 aria-level="3"><strong>2. Rely on us to find the right people to your technical problems</strong></h5><p><span data-contrast="none">Our reputation is built on a foundation of trust with well-established organizations that rely on us to have the right people and the right solutions to their technical challenges. We know the marketplace for finding the right people. We know who to hire and how to integrate them into your project successfully. We rarely miss on hiring decisions because of our own experience and understanding of what is required for ERP projects to be successful. </span></p><p><span data-contrast="none">Further <a href="https://www.erpmechanics.com/how-we-work/">our culture</a> has enabled us in building a group of experienced people who like working together and have been successful in growing our organization. We have a very high employee retention rate which means for our customers, you can rely on our team and you know what you&#8217;re getting.</span></p><p><span data-ccp-props="{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}"> </span></p><p><span data-contrast="none">Once a project has gone live, the work doesn’t stop there. Our people care and are committed to our customers long term success.</span></p><p><span data-ccp-props="{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}"> </span></p><h5 aria-level="3"><strong>3. Partnerships that strengthen our offering</strong></h5><h5 aria-level="3"><strong> </strong></h5><p><span data-contrast="none">By partnering with the best in the business, we make sure you always have a competitive edge. As a certified </span><a href="https://appsource.microsoft.com/en-us/marketplace/partner-dir/e35c0160-a917-46af-b8e9-0314b0d5707b/overview"><span data-contrast="none">Microsoft partner</span></a><span data-contrast="none">, we are well-versed in Dynamics 365 F&amp;O functional areas. This includes:</span><br /><span data-ccp-props="{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}"> </span></p><ul class="href-primary href-underlined"><li aria-setsize="-1" data-leveltext="" data-font="Symbol" data-listid="1" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;multilevel&quot;}" data-aria-posinset="3" data-aria-level="1"><span data-contrast="none">Dynamics 365 for Finance</span><span data-ccp-props="{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}"> </span></li></ul><ul class="href-primary href-underlined"><li aria-setsize="-1" data-leveltext="" data-font="Symbol" data-listid="1" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;multilevel&quot;}" data-aria-posinset="4" data-aria-level="1"><a href="https://www.erpmechanics.com/blog/more-retailers-microsoft-dynamics-365-fo/"><span data-contrast="none">Dynamics 365 for Retail</span></a><span data-ccp-props="{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}"> </span></li></ul><ul class="href-primary href-underlined"><li aria-setsize="-1" data-leveltext="" data-font="Symbol" data-listid="1" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;multilevel&quot;}" data-aria-posinset="5" data-aria-level="1"><a href="https://www.erpmechanics.com/blog/why-are-manufacturers-choosing-microsoft-dynamics-365-fo/"><span data-contrast="none">Dynamics for Manufacturing</span></a></li></ul><p><span data-ccp-props="{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}"> </span></p><p><span data-contrast="none">Our </span><a href="https://www.formpipe.com/partners/erp-mechanics/"><span data-contrast="none">partnership with Formpipe</span></a><span data-contrast="none">, the creator of the output and document management software solution Lasernet, provides us with direct access to world-leading solutions that address all of your document challenges.</span><span data-ccp-props="{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}"> </span></p><p>Speaking on the partnership, Anders Terp, Head of Dynamics notes<em> &#8220;With deep expertise and a strong track record, ERP Mechanics is a trusted partner in delivering and supporting organizations using Dynamics 365. We’re confident that this innovative collaboration will continue to empower organizations worldwide through the combined strengths of Dynamics 365 and Lasernet&#8217;s output and document management solutions.&#8221; </em></p><p><span data-contrast="none">But our partnerships don’t stop there. We have developed partnerships with many leading tech companies like IBM and other notable D365 partners. We&#8217;re constantly looking at new partnership opportunities &#8211; win-win relationships because we believe in being a &#8220;partner&#8217;s partner.&#8221;</span></p><p><span data-ccp-props="{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}"> </span></p><h5><strong>ERP Mechanics: The ultimate D365 F&amp;O and Lasernet team player</strong></h5><h5><strong> </strong></h5><p><span data-contrast="none">Driven by </span><b><span data-contrast="none">deep expertise</span></b><span data-contrast="none">,</span><b><span data-contrast="none"> reliability</span></b><span data-contrast="none">, and </span><b><span data-contrast="none">partnerships</span></b><span data-contrast="none"> that deliver tangible value to our clients and partners, ERP Mechanics is the ultimate team player for whatever Dynamics 365 F&amp;O or Lasernet project need you may have.</span></p><p><span data-ccp-props="{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}"> </span></p><p><b><span data-contrast="none">Are you attending the </span></b><a href="https://www.summitna.com/"><b><span data-contrast="none">Dynamics Community Summit</span></b></a><b><span data-contrast="none">? Come and see us! We’d love to chat with you about your ERP implementation and document management needs.</span></b><span data-ccp-props="{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}"> </span></p>								</div>
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		<p>The post <a href="https://www.erpmechanics.com/blog/erp-mechanics-the-ultimate-team-player-for-d365fo-lasernet/">ERP Mechanics: The Ultimate Team Player for D365 F&amp;O and Lasernet</a> appeared first on <a href="https://www.erpmechanics.com">ERP Mechanics</a>.</p>
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		<title>Document Management Features You Need in 2025</title>
		<link>https://www.erpmechanics.com/blog/document-management-features-2025/</link>
		
		<dc:creator><![CDATA[Mallorie De Riggi]]></dc:creator>
		<pubDate>Sun, 14 Sep 2025 23:11:21 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<category><![CDATA[document management]]></category>
		<category><![CDATA[dynamics 365]]></category>
		<category><![CDATA[ERP]]></category>
		<category><![CDATA[Lasernet]]></category>
		<guid isPermaLink="false">https://www.erpmechanics.com/?p=9327</guid>

					<description><![CDATA[<p>Neglecting proper document management has far-reaching consequences for businesses of all sizes across all sectors. The statistics paint a picture of wasted time and resources: 48% of workers struggle to find the documents they need quickly. As you can imagine, this quickly becomes a significant productivity drain, with 83% of employees admitting they have recreated [&#8230;]</p>
<p>The post <a href="https://www.erpmechanics.com/blog/document-management-features-2025/">Document Management Features You Need in 2025</a> appeared first on <a href="https://www.erpmechanics.com">ERP Mechanics</a>.</p>
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									<p><span data-contrast="none">Neglecting proper document management has far-reaching consequences for businesses of all sizes across all sectors. The statistics paint a picture of wasted time and resources: </span><a href="https://www.business.com/articles/7-statistics-that-will-make-you-rethink-your-document-management-strategy/"><span data-contrast="none">48% of workers</span></a><span data-contrast="none"> struggle to find the documents they need quickly. As you can imagine, this quickly becomes a significant productivity drain, with </span><a href="https://www.m-files.com/resources/ebooks/2019-intelligent-information-management-benchmark/"><span data-contrast="none">83% of employees</span></a><span data-contrast="none"> admitting they have recreated files that already exist simply because they couldn’t find them.</span><span data-ccp-props="{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:0,&quot;335559739&quot;:0}"> </span></p><p><span data-ccp-props="{}"> </span></p><p><b><span data-contrast="none">What’s causing this level of document chaos? </span></b><span data-contrast="none">No defined document management processes and a lack of integration between core business systems. A shockingly low </span><a href="https://info.aiim.org/industry-watch-press-release"><span data-contrast="none">26% of document and records management systems</span></a><span data-contrast="none"> are built to connect with other core applications, creating data silos that make it impossible to create a single source of truth. </span><span data-ccp-props="{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:0,&quot;335559739&quot;:0}"> </span></p><p><span data-ccp-props="{}"> </span></p><p><span data-contrast="none">The good news is it doesn’t have to be this way. Choosing the right document management software for Microsoft Dynamics 365 F&amp;O offers tangible benefits, including creating a single source of truth for business-critical data, enabling rapid search and retrieval, providing robust security and compliance and achieving significant cost savings through automation.</span></p><p><span data-contrast="none"> </span><span data-ccp-props="{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:0,&quot;335559739&quot;:0}"> </span></p><h4 aria-level="2"><strong>6 Document Management Software Features to Look Out For</strong></h4><h4 aria-level="2"><strong> </strong></h4><p><span data-contrast="none">We’ve established that inefficient document management comes at a high cost, both financially and in terms of productivity. The big question is: <em>what does a suitable document management solution look like? </em></span><em> </em></p><p><span data-ccp-props="{}"> </span></p><p><span data-contrast="none">To be sure you’re choosing a system that delivers tangible results, we recommend selecting one with the following core features: </span></p><p><span data-ccp-props="{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:0,&quot;335559739&quot;:0}"> </span></p><h5><strong>1. Seamless ERP system integration</strong></h5><p><span data-ccp-props="{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;134245418&quot;:true,&quot;134245529&quot;:true,&quot;335559738&quot;:320,&quot;335559739&quot;:80}"> </span></p><p><span data-contrast="none">Your document management system (DMS) shouldn’t just work alongside your ERP – it should be deeply integrated. This native integration means data can flow seamlessly between the two systems, providing a single source of truth for your organization.</span><span data-ccp-props="{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:0,&quot;335559739&quot;:0}"> </span></p><p><span data-ccp-props="{}"> </span></p><p><span data-contrast="none">When your document management is an extension of your ERP, you can do the following (and more):</span><span data-ccp-props="{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:0,&quot;335559739&quot;:0}"> </span></p><p><span data-ccp-props="{}"> </span></p><ul><li aria-setsize="-1" data-leveltext="" data-font="Symbol" data-listid="2" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}" data-aria-posinset="1" data-aria-level="1"><span data-contrast="none">Attach invoices to purchase orders</span><span data-ccp-props="{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:0,&quot;335559739&quot;:0}"> </span></li></ul><ul><li aria-setsize="-1" data-leveltext="" data-font="Symbol" data-listid="2" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}" data-aria-posinset="2" data-aria-level="1"><span data-contrast="none">Link customer communications to users’ accounts</span><span data-ccp-props="{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:0,&quot;335559739&quot;:0}"> </span></li></ul><ul><li aria-setsize="-1" data-leveltext="" data-font="Symbol" data-listid="2" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}" data-aria-posinset="3" data-aria-level="1"><span data-contrast="none">Generate complex warehouse and shopping documents, such as Bills of Lading (BOL) or Advance Ship Notices (ASN)</span><span data-ccp-props="{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:0,&quot;335559739&quot;:0}"> </span></li></ul><p><span data-contrast="none"> </span><span data-ccp-props="{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:0,&quot;335559739&quot;:0}"> </span></p><p><span data-contrast="none">According to Deloitte, </span><a href="https://www.deloitte.com/za/en/services/consulting/perspectives/2024-connectivity-benchmark-report.html"><span data-contrast="none">79% of business leaders</span></a><span data-contrast="none"> report that their team’s productivity is hindered by disconnection between systems. A well-integrated DMS closes this gap, significantly reducing the manual work and errors that come from jumping between platforms.</span></p><p><span data-ccp-props="{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:0,&quot;335559739&quot;:0}"> </span></p><h5><strong>2. Low-code or no-code </strong></h5><p> </p><p><span data-contrast="none">Low or no-code software is the gift that keeps on giving for your IT team, as it reduces the number of tasks on their to-do list. Low-code or no-code platforms offer intuitive interfaces that allow non-technical users to design, create and manage document templates and workflows.</span><span data-ccp-props="{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:0,&quot;335559739&quot;:0}"> </span></p><p><span data-ccp-props="{}"> </span></p><p><span data-contrast="none">This more democratic approach to document management means that the people who genuinely understand the business’s needs best can make changes quickly, rather than burdening your already busy IT team. </span><a href="https://kissflow.com/low-code/low-code-trends-statistics/"><span data-contrast="none">80% of organizations</span></a><span data-contrast="none"> believe that low-code solutions can free up developers’ time to focus on more business-critical projects. Just think how many hours it’ll save!</span></p><p><span data-ccp-props="{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:0,&quot;335559739&quot;:0}"> </span></p><h5><strong>3. Automated document creation </strong></h5><p> </p><p><span data-contrast="none">Automated document generation is a must-have for organizations undergoing an efficiency drive. An integrated document management system pulls real-time data from your ERP system to create a wide range of data-rich documents, from complex financial reports and invoices to contracts and sales proposals. </span><span data-ccp-props="{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:0,&quot;335559739&quot;:0}"> </span></p><p><span data-ccp-props="{}"> </span></p><p><span data-contrast="none">Automating document creation not only saves hours every week but also reduces the risk of human error, meaning documents are consistent and accurate. The impact of document automation is tangible – by automating data entry and document processing, insurance companies report an </span><a href="https://www.feathery.io/blog/workflow-automation-statistics]"><span data-contrast="none">80% to 90% reduction in manual errors</span></a><span data-contrast="none">.</span></p><p><span data-ccp-props="{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:0,&quot;335559739&quot;:0}"> </span></p><h5><strong>4. Multi-channel delivery </strong></h5><p> </p><p><span data-contrast="none">Your customers interact with you through various channels, and your document management solution should give you the capabilities to meet them where they are. A recent report by Twilio revealed that </span><a href="https://www.twilio.com/en-us/lp/consumer-preferences-report"><span data-contrast="none">91% of consumers</span></a><span data-contrast="none"> want companies to engage with them through their preferred channels, including email, SMS and, for some, physical letters. </span><span data-ccp-props="{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:0,&quot;335559739&quot;:0}"> </span></p><p><span data-ccp-props="{}"> </span></p><p><span data-contrast="none">While email is a top choice for many due to its convenience, a suitable DMS supports flexible delivery through various formats, including print, customer portals and in structured data formats like XML and EDI. The ability to support output documents in a wide range of formats, including PDF, Word, Excel and many more, provides the versatility you need to meet your customers’ document preferences.</span></p><p><span data-contrast="none"> </span><span data-ccp-props="{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:0,&quot;335559739&quot;:0}"> </span></p><h5><strong>5. Easy archiving and retrieval</strong><span data-ccp-props="{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;134245418&quot;:true,&quot;134245529&quot;:true,&quot;335559738&quot;:320,&quot;335559739&quot;:80}"> </span></h5><p> </p><p><span data-contrast="none">Documents need to be archived securely and in an organized manner to ensure they can be retrieved with ease. With one report revealing that employees </span><a href="https://cottrillresearch.com/various-survey-statistics-workers-spend-too-much-time-searching-for-information/"><span data-contrast="none">spend almost 2 hours every day</span></a><span data-contrast="none">, easy archiving and retrieval is a surefire way to increase your team’s productivity and make sure business-critical documents remain accessible for as long as required. No more digging through folder upon folder to find what you need – a suitable DMS uses intelligent search and metadata to locate the documents you’re looking for instantly.</span></p><p><span data-contrast="none"> </span><span data-ccp-props="{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:0,&quot;335559739&quot;:0}"> </span></p><h5><strong>6. Flexibility and scalability </strong></h5><p> </p><p><span data-contrast="none">Your DMS needs to be scalable because your business doesn’t stand still. Choosing a solution that’s flexible and designed to grow with you saves you headaches later on. The system must be able to handle increased transaction volumes and high-volume document generation without compromising performance. </span><span data-ccp-props="{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:0,&quot;335559739&quot;:0}"> </span></p><p><span data-ccp-props="{}"> </span></p><p><span data-contrast="none">Scalability is a top priority for many businesses today, with </span><a href="https://staging.xerosoft.com/blog/the-role-of-scalable-technology-in-business-growth-why-it-matters-now-more-than-ever/"><span data-contrast="none">78% of SMEs</span></a><span data-contrast="none"> citing scalability as one of the main benefits of adopting cloud-based solutions, such as document management software. </span><span data-ccp-props="{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:0,&quot;335559739&quot;:0}"> </span></p><p><span data-ccp-props="{}"> </span></p><p><span data-contrast="none">Margiris Jasaitis, a consultant at ERP Mechanics, believes scalability is one of the most important considerations when </span><a href="https://www.erpmechanics.com/blog/must-read-advice-from-our-experts-on-choosing-your-ideal-document-management-system-part-one/"><span data-contrast="none">choosing a document management system</span></a><span data-contrast="none">. He said, “The system must allow for different companies to have different layouts and must support flexibility so companies can use the same layout with different areas exposed to match their business requirements.”</span></p><p><span data-ccp-props="{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:0,&quot;335559739&quot;:0}"> </span></p><h4 aria-level="2"><strong>Lasernet: Microsoft Dynamics 365 F&amp;O’s document management must-have</strong></h4><p aria-level="2"><span data-ccp-props="{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;134245418&quot;:true,&quot;134245529&quot;:true,&quot;335559738&quot;:360,&quot;335559739&quot;:120}"> </span></p><p><span data-contrast="none">Major efficiency improvements come from solutions that were built with your ERP system in mind, and that’s where </span><a href="https://www.erpmechanics.com/lasernet/"><span data-contrast="none">Lasernet</span></a><span data-contrast="none"> comes in. Instead of working alongside D365 F&amp;O, Lasernet integrates directly into your ERP, providing complete document control without the need to juggle separate systems. </span><span data-ccp-props="{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:0,&quot;335559739&quot;:0}"> </span></p><p><span data-ccp-props="{}"> </span></p><p><span data-contrast="none">The output and document management software takes the complexity out of document management by automating the majority of the document creation, design, distribution and archiving process.</span></p><p><span data-contrast="none"> </span><span data-ccp-props="{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:0,&quot;335559739&quot;:0}"> </span></p><h4 aria-level="3"><strong>What are Lasernet’s key features?</strong></h4><p aria-level="3"><span data-ccp-props="{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;134245418&quot;:true,&quot;134245529&quot;:true,&quot;335559738&quot;:320,&quot;335559739&quot;:80}"> </span></p><p aria-level="4"><strong>Create data-rich, on-brand documents</strong><span data-ccp-props="{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;134245418&quot;:true,&quot;134245529&quot;:true,&quot;335559738&quot;:280,&quot;335559739&quot;:80}"> </span></p><p><span data-contrast="none">Use a drag-and-drop interface to design documents and templates directly within Dynamics 365. This allows you to define what real-time data to include and control every aspect of document formatting to produce high volumes of professional documents.</span></p><p><span data-ccp-props="{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:0,&quot;335559739&quot;:0}"> </span></p><p aria-level="4"><strong>No-code document distribution </strong></p><p><span data-contrast="none">Send documents to predefined destinations such as email, web portals or printers – without getting into complex coding. Deliver documents in various formats to meet any business or customer need, from PDFs and Excel files to XML.</span></p><p><span data-ccp-props="{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:0,&quot;335559739&quot;:0}"> </span></p><p aria-level="4"><strong>Preview documents before sending </strong></p><p><span data-contrast="none">Review the documents you’ve created before distribution to make sure they contain the correct information and are on brand.</span></p><p><span data-ccp-props="{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:0,&quot;335559739&quot;:0}"> </span></p><p aria-level="4"><strong>Archive and retrieve documents with ease </strong></p><p><span data-contrast="none">Easily archive and locate documents within the Dynamics 365 F&amp;O interface. This provides more than just easy retrieval – it gives your team complete oversight over the entire document lifecycle, providing audit trails to support compliance requirements.</span></p><p><span data-ccp-props="{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:0,&quot;335559739&quot;:0}"> </span></p><p aria-level="4"><strong>Deployment options </strong></p><p><span data-contrast="none">Select the DMS deployment option that best suits your organization&#8217;s needs: on-premises, cloud or hybrid.</span></p><p><span data-ccp-props="{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:0,&quot;335559739&quot;:0}"> </span></p><h4 aria-level="2"><strong>Partner with ERP Mechanics</strong></h4><p aria-level="2"><span data-ccp-props="{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;134245418&quot;:true,&quot;134245529&quot;:true,&quot;335559738&quot;:360,&quot;335559739&quot;:120}"> </span></p><p><span data-contrast="none">Why do our clients choose us over other implementation partners? The ERP Mechanics team is </span><b><span data-contrast="none">reliable</span></b><span data-contrast="none">, </span><b><span data-contrast="none">fast</span></b><span data-contrast="none">, and laser-focused on </span><b><span data-contrast="none">quality</span></b><span data-contrast="none">, bringing deep expertise to the table. With over 18 years of experience working with Microsoft Dynamics 365 and Lasernet, we can handle any ERP document management project, regardless of size or scope.</span></p><p><span data-contrast="none"> </span><span data-ccp-props="{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:0,&quot;335559739&quot;:240}"> </span></p><p><a href="https://www.erpmechanics.com/contact-us/"><b><span data-contrast="none">Partner with ERP Mechanics</span></b></a><b><span data-contrast="none"> to bring powerful document management capabilities to D365 F&amp;O.</span></b><span data-ccp-props="{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:0,&quot;335559739&quot;:0}"> </span></p>								</div>
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		<p>The post <a href="https://www.erpmechanics.com/blog/document-management-features-2025/">Document Management Features You Need in 2025</a> appeared first on <a href="https://www.erpmechanics.com">ERP Mechanics</a>.</p>
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		<title>Essential Skills to Maximize Your Dynamics 365 F&#038;O Investment</title>
		<link>https://www.erpmechanics.com/blog/essential-skills-to-maximize-your-dynamics-365-fo-investment/</link>
		
		<dc:creator><![CDATA[Mallorie De Riggi]]></dc:creator>
		<pubDate>Wed, 06 Aug 2025 02:00:13 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<category><![CDATA[dynamics 365 f&o]]></category>
		<category><![CDATA[ERP]]></category>
		<guid isPermaLink="false">https://www.erpmechanics.com/?p=8826</guid>

					<description><![CDATA[<p>Congratulations on choosing Dynamics 365 F&#38;O as your new ERP system! You’ve made a great decision by investing in a powerful ERP designed to help your business grow. With its ability to simplify financial management, significantly improve operational efficiency and seamlessly connect with other Microsoft and third-party tools, D365 F&#38;O gives you the flexibility and [&#8230;]</p>
<p>The post <a href="https://www.erpmechanics.com/blog/essential-skills-to-maximize-your-dynamics-365-fo-investment/">Essential Skills to Maximize Your Dynamics 365 F&amp;O Investment</a> appeared first on <a href="https://www.erpmechanics.com">ERP Mechanics</a>.</p>
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									<p><span data-contrast="auto">Congratulations on choosing Dynamics 365 F&amp;O as your new ERP system! You’ve made a great decision by investing in a powerful ERP designed to help your business grow. With its ability to simplify financial management, significantly improve operational efficiency and seamlessly connect with other Microsoft and third-party tools, </span><a href="https://www.erpmechanics.com/blog/why-are-manufacturers-choosing-microsoft-dynamics-365-fo/"><span data-contrast="none">D365 F&amp;O</span></a><span data-contrast="auto"> gives you the flexibility and scalability your business needs to operate optimally.</span></p><p><span data-ccp-props="{}"> </span></p><p><span data-contrast="auto">But a top-tier ERP system is only half of the battle. Many organizations find that there’s a gap between the system’s many capabilities and what teams do with them. That’s where ERP Mechanics comes in &#8211; we help you close that skills gap. We’ll give your people everything they need for a successful implementation that maximizes your return on investment. </span></p><p><span data-ccp-props="{}"> </span></p><h4 aria-level="2"><strong>Strategic Business Analysis</strong></h4><p aria-level="2"><span data-ccp-props="{&quot;134245418&quot;:true,&quot;134245529&quot;:true,&quot;335559738&quot;:160,&quot;335559739&quot;:80}"> </span></p><p><b><span data-contrast="auto">It all starts with asking the right questions. </span></b><span data-contrast="auto">Every successful project begins with a crystal-clear understanding of the business, and a significant part of this is asking the right questions. This step differentiates a ‘somewhat successful’ ERP implementation from a ‘very successful’ one. Without a detailed blueprint of the D365 F&amp;O capabilities you’ll need, you may only scratch the surface of what it can do (and limit ROI in the process).</span></p><p><span data-ccp-props="{}"> </span></p><p><span data-contrast="auto">Our D365 F&amp;O experts conduct a thorough evaluation of your current business processes, working closely with your team to identify areas for improvement. This allows us to provide solutions that ensure you’re set up for success from day one.</span><span data-ccp-props="{}"> </span></p><h4 aria-level="2"> </h4><h4 aria-level="2"><strong>Industry knowledge and technical expertise</strong></h4><p aria-level="2"><span data-ccp-props="{&quot;134245418&quot;:true,&quot;134245529&quot;:true,&quot;335559738&quot;:160,&quot;335559739&quot;:80}"> </span></p><p><b><span data-contrast="auto">Trust the experts who truly understand your specific needs. </span></b><span data-contrast="auto">Beyond understanding your processes and asking the right questions, you need partners with deep industry knowledge and technical expertise to make sure your ERP works as it should. D365 F&amp;O is an extensive platform with nearly endless opportunities for customization and optimization, with many more waiting to be uncovered.</span><span data-ccp-props="{}"> </span></p><p><span data-ccp-props="{}"> </span></p><p><span data-contrast="auto">A consultant who is a </span><a href="https://www.erpmechanics.com/blog/more-retailers-microsoft-dynamics-365-fo/"><span data-contrast="none">D365 for retail</span></a><span data-contrast="auto"> expert, for example, won’t be the ideal partner if you’re looking to </span><a href="https://www.erpmechanics.com/blog/why-are-manufacturers-choosing-microsoft-dynamics-365-fo/"><span data-contrast="none">optimize D365 F&amp;O for your manufacturing business</span></a><span data-contrast="auto">. You want to work with someone who has years of experience optimizing D365 for manufacturing &#8211; that deep and specific knowledge will help you get the most out of your ERP.</span></p><p><span data-ccp-props="{}"> </span></p><p><span data-contrast="auto">This is a core part of our company&#8217;s values. The ERP Mechanics team is made up of many D365 F&amp;O specialists with</span><b><span data-contrast="auto"> deep industry expertise.</span></b><span data-contrast="auto"> We know the system inside and out, from accounts payable and receivable, general ledger and fixed assets all the way to inventory, warehouse management, manufacturing and retail. </span></p><p><span data-ccp-props="{}"> </span></p><p><span data-contrast="auto">Our experts have dealt with the same challenges you’re now facing in your own careers. They’ve been in your shoes, which makes them the perfect people to help you get through your ERP challenges.</span></p><p><span data-ccp-props="{}"> </span></p><h4 aria-level="2"><strong>Integration experience </strong></h4><p> </p><p><b><span data-contrast="auto">Then there’s bringing everything together. </span></b><span data-contrast="auto">An ERP system that doesn’t integrate well with your other systems just becomes another data silo &#8211; a costly one. You purchased D365 F&amp;O to be your organization’s single source of truth and ensuring everything integrates properly is the only way to make this happen.</span></p><p><span data-ccp-props="{}"> </span></p><p><span data-contrast="auto">This is why finding the right team with extensive integration expertise is crucial. The ERP Mechanics team has many years of experience </span><b><span data-contrast="auto">connecting D365 F&amp;O to our clients’ existing systems</span></b><span data-contrast="auto">. We handle everything from native Microsoft platforms like the Power Platform, Azure and Microsoft 365 to third-party applications, including CRM systems, document management software (we recommend </span><a href="https://www.erpmechanics.com/blog/simplify-document-management-with-lasernet/"><span data-contrast="none">Lasernet</span></a><span data-contrast="auto">), eCommerce platforms and more. We’ll make sure your data flows exactly where it needs to.</span></p><p><span data-ccp-props="{}"> </span></p><h4 aria-level="2"><strong>Continuous improvement </strong></h4><p> </p><p><b><span data-contrast="auto">Making improvements after your go-live date matters, too. </span></b><span data-contrast="auto">You might think your go-live date is the finish line, but, in many ways, it’s actually the starting line. Your ERP may be up and running, but the project isn’t finished just yet. To get as much value as possible out of your investment, you’ll need to commit to continuous improvement.</span></p><p><span data-contrast="auto"> </span><span data-ccp-props="{}"> </span></p><p><span data-contrast="auto">After all, your business is always changing &#8211; new products and services, new customers and continually adapting to the needs of the market. Your ERP system needs to scale with you. That’s why, when you work with the ERP Mechanics team, our partnership doesn’t stop at implementation. We offer </span><b><span data-contrast="auto">ongoing support</span></b><span data-contrast="auto"> beyond your go-live date to make sure D365 F&amp;O is always operating at its best.</span></p><p><span data-ccp-props="{}"> </span></p><h4 aria-level="2"><strong>All the D365 skills you need in one partner </strong></h4><p> </p><p><b><span data-contrast="auto">If you’re searching for an end-to-end implementation partner you can rely on, you’re in the right place. </span></b><span data-contrast="auto">From competitive analysis and deep industry expertise to integrations and ongoing support beyond your go-live date, the ERP Mechanics team has the skills you need to make sure you’re getting the most out of your D365 F&amp;O investment.</span><span data-ccp-props="{}"> </span></p><p> </p><p><span data-contrast="auto">We</span><span data-contrast="auto"> believe that you shouldn’t have to hire a handful of different experts to make sure your D365 F&amp;O implementation is successful. That’s why, when you partner with us, we manage every aspect of your journey, from planning and configuration all the way through to deployment and training. </span><span data-ccp-props="{}"> </span></p><p> </p><p><span data-contrast="auto">But it isn’t just the D365 F&amp;O services we offer that differentiate us from other managed IT services companies. We combine deep expertise and proven results with competitive pricing and a modern, agile approach that gets things done right. Our global support model allows us to provide 24/7 support from experienced consultants you can rely on no matter where you are. As a</span><b><span data-contrast="auto"> trusted Microsoft Dynamics partner,</span></b><span data-contrast="auto"> we’re set up to help you make your D365 F&amp;O implementation a success.</span><span data-ccp-props="{}"> </span></p><p> </p><p><b><span data-contrast="auto">Ready to make sure your Dynamics 365 F&amp;O implementation investment pays off (and generates </span></b><b><i><span data-contrast="auto">even more</span></i></b><b><span data-contrast="auto"> value for your organization)?</span></b></p><p> </p><p><b> </b><a href="https://www.erpmechanics.com/contact-us/"><b><span data-contrast="none">Get in touch</span></b></a><b><span data-contrast="auto"> with the ERP Mechanics team today.</span></b></p>								</div>
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		<p>The post <a href="https://www.erpmechanics.com/blog/essential-skills-to-maximize-your-dynamics-365-fo-investment/">Essential Skills to Maximize Your Dynamics 365 F&amp;O Investment</a> appeared first on <a href="https://www.erpmechanics.com">ERP Mechanics</a>.</p>
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		<title>Part Two: Even More Advice From Our Experts on Choosing Your Ideal Document Management System </title>
		<link>https://www.erpmechanics.com/blog/even-more-advice-from-our-experts-on-choosing-your-ideal-document-management-system/</link>
		
		<dc:creator><![CDATA[Mallorie De Riggi]]></dc:creator>
		<pubDate>Wed, 09 Jul 2025 01:55:33 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<category><![CDATA[document management]]></category>
		<category><![CDATA[document management system]]></category>
		<category><![CDATA[Lasernet]]></category>
		<guid isPermaLink="false">https://www.erpmechanics.com/?p=8567</guid>

					<description><![CDATA[<p>In part one of this series, we examined the key considerations for selecting a new document management system and the most common mistakes, as identified by our experts. In this second instalment, we focus on two vital factors for any DMS: scalability and user-friendliness. We’ll then explore how a standout solution, Lasernet, delivers these benefits.   [&#8230;]</p>
<p>The post <a href="https://www.erpmechanics.com/blog/even-more-advice-from-our-experts-on-choosing-your-ideal-document-management-system/">Part Two: Even More Advice From Our Experts on Choosing Your Ideal Document Management System </a> appeared first on <a href="https://www.erpmechanics.com">ERP Mechanics</a>.</p>
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									<p><span data-contrast="auto">In <a href="https://www.erpmechanics.com/blog/must-read-advice-from-our-experts-on-choosing-your-ideal-document-management-system-part-one/"><strong>part one</strong></a></span><span data-contrast="none"> </span><span data-contrast="auto">of this series, we examined the key considerations for selecting a new document management system and the most common mistakes, as identified by our experts. In this second instalment, we focus on two vital factors for any DMS: scalability and user-friendliness. We’ll then explore how a standout solution, Lasernet, delivers these benefits.</span></p><p><span data-ccp-props="{}"> </span></p><p><strong>Now, let’s get back into the questions!</strong></p><p><span data-ccp-props="{}"> </span></p><h3 aria-level="3"><span data-contrast="none">How can organizations ensure the DMS they select is scalable and will support their future strategy goals?</span></h3><p aria-level="3"><span data-ccp-props="{&quot;134245418&quot;:true,&quot;134245529&quot;:true,&quot;335559738&quot;:160,&quot;335559739&quot;:80}"> </span></p><p><span data-contrast="auto">In response to this question, Dene Palmer, UK Business Director said, “Look for </span><b><span data-contrast="auto">adherence to current and emerging standards</span></b><span data-contrast="auto">, and a wide </span><b><span data-contrast="auto">ecosystem of integration points</span></b><span data-contrast="auto"> to ensure you can achieve the most with your documents.” He went on to explain why taking the time to explore scalability is so essential to a successful DMS implementation. “This gives you peace of mind that your DMS can integrate with any system that you might need to, allowing you to increase efficiency in your business, or with customers and suppliers,” he said.</span></p><p><span data-ccp-props="{}"> </span></p><p><span data-contrast="auto">As someone with many years of experience working with Lasernet, Dene also touched on how the software enables organizations to scale with ease. “This is an area where Lasernet particularly shines, with inbuilt integrations to many 3</span><span data-contrast="auto">rd</span><span data-contrast="auto"> parties, but also with the ability to make custom API calls to anything that isn’t natively supported,” he said.</span></p><p><span data-ccp-props="{}"> </span></p><p><span data-contrast="auto">Practice Lead, Roger Cruz recommended that those choosing a new DMS should </span><b><span data-contrast="auto">ask DMS suppliers for references </span></b><span data-contrast="auto">and specific experiences to prove compatibility and </span><b><span data-contrast="auto">reach out to companies who have used the particular DMS in the past to get their honest opinion</span></b><span data-contrast="auto">. </span></p><p> </p><p><span data-contrast="auto">Consultant, Margiris Jasaitis agreed with Roger, saying, “Communication with other customers who have already implemented the DMS is vital. Ask them what the challenges are and what to look out for, as well as getting references for implementation partners.”</span></p><p><span data-ccp-props="{}"> </span></p><h5 aria-level="4"><span style="text-decoration: underline;"><strong>Main Takeaway </strong></span></h5><p><span data-contrast="auto">Our DMS experts think you’ll find a scalable solution by:</span><span data-ccp-props="{}"> </span></p><p> </p><ul><li aria-setsize="-1" data-leveltext="" data-font="Symbol" data-listid="1" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;multilevel&quot;}" data-aria-posinset="1" data-aria-level="1"><span data-contrast="auto">Looking for adherence to current and emerging standards</span><span data-ccp-props="{}"> </span></li></ul><ul><li aria-setsize="-1" data-leveltext="" data-font="Symbol" data-listid="1" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;multilevel&quot;}" data-aria-posinset="2" data-aria-level="1"><span data-contrast="auto">Asking DMS suppliers for references</span><span data-ccp-props="{}"> </span></li></ul><ul><li aria-setsize="-1" data-leveltext="" data-font="Symbol" data-listid="1" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;multilevel&quot;}" data-aria-posinset="3" data-aria-level="1"><span data-contrast="auto">Reach out to companies that use/have used the DMS you’re considering for their honest opinion</span><span data-ccp-props="{}"> </span></li></ul><p aria-level="3"> </p><h3 aria-level="3"><span data-contrast="none">How important is user-friendliness in a DMS?</span><span data-ccp-props="{&quot;134245418&quot;:true,&quot;134245529&quot;:true,&quot;335559738&quot;:160,&quot;335559739&quot;:80}"> </span></h3><p> </p><p><span data-contrast="auto">All three experts agreed that</span> <span data-contrast="auto">user-friendliness is absolutely vital in a DMS system. Dene explained the impact an intuitive DMS system has on an organization, saying, “If designing your documents is </span><b><span data-contrast="auto">simple and intuitive</span></b><span data-contrast="auto">, your user base is more likely to adopt the system across more areas of the business, further centralizing your document processes.”</span></p><p><span data-ccp-props="{}"> </span></p><p><span data-contrast="auto">Roger agreed, saying it’s a “make or break decision.” If the DMS isn’t user-friendly or easy to support, </span><b><span data-contrast="auto">users will become resistant to it</span></b><span data-contrast="auto">. This is a surefire route to implementation failure. He then pointed to Lasernet’s focus on user-friendliness compared to many other DMS providers, saying, “Lasernet provides several tools to make support and integration simple, from its intuitive Form Designer to its Client and Monitor Tools.”</span></p><p> </p><p><span data-contrast="auto"><img loading="lazy" decoding="async" class="wp-image-8575 size-thumbnail alignright" src="https://www.erpmechanics.com/wp-content/uploads/2025/07/1614267809196-150x150.jpg" alt="" width="150" height="150" srcset="https://www.erpmechanics.com/wp-content/uploads/2025/07/1614267809196-150x150.jpg 150w, https://www.erpmechanics.com/wp-content/uploads/2025/07/1614267809196-300x300.jpg 300w, https://www.erpmechanics.com/wp-content/uploads/2025/07/1614267809196-768x768.jpg 768w, https://www.erpmechanics.com/wp-content/uploads/2025/07/1614267809196.jpg 800w" sizes="(max-width: 150px) 100vw, 150px" />  </span><span data-ccp-props="{}"> </span></p><p><span data-contrast="auto">Margiris linked a lack of DMS system user-friendliness to </span><b><span data-contrast="auto">increased costs </span></b><span data-contrast="auto">and</span><b><span data-contrast="auto"> user dissatisfaction</span></b><span data-contrast="auto">. “If the DMS is not user-friendly, the internal team of the customer will not be able to handle the maintenance and future development of the solution. This will lead to the implementation partner sticking around for longer than expected, and it can lead to dissatisfaction in terms of the running cost of the DMS,” she said.</span></p><p><span data-ccp-props="{}"> </span></p><h5 aria-level="4"><span style="text-decoration: underline;"><strong>Main Takeaway </strong></span></h5><p><span data-contrast="auto">Our DMS experts warn that a DMS that doesn’t prioritize user-friendliness will result in:</span> </p><p> </p><ul><li aria-setsize="-1" data-leveltext="" data-font="Symbol" data-listid="2" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;multilevel&quot;}" data-aria-posinset="1" data-aria-level="1"><span data-contrast="auto">User resistance and dissatisfaction</span><span data-ccp-props="{}"> </span></li></ul><ul><li aria-setsize="-1" data-leveltext="" data-font="Symbol" data-listid="2" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;multilevel&quot;}" data-aria-posinset="2" data-aria-level="1"><span data-contrast="auto">Increased implementation costs</span><span data-ccp-props="{}"> </span></li></ul><p aria-level="3"> </p><h3 aria-level="3"><span data-contrast="none">Finally, if you could only give just one piece of advice to those choosing a new DMS, what would it be?</span><span data-ccp-props="{&quot;134245418&quot;:true,&quot;134245529&quot;:true,&quot;335559738&quot;:160,&quot;335559739&quot;:80}"> </span></h3><p> </p><p><span data-contrast="auto">We challenged our DMS experts to boil down all their knowledge on choosing a new DMS down to a single tip. Here’s what they landed on:</span></p><p><span data-ccp-props="{}"> </span></p><p><span data-contrast="auto">Dene said to </span><b><span data-contrast="auto">take your time</span></b><span data-contrast="auto">, </span><b><span data-contrast="auto">conduct a thorough vendor analysis,</span></b><span data-contrast="auto"> and </span><b><span data-contrast="auto">don’t be swayed by initial low costs, </span></b><span data-contrast="auto">as they often come back to bite you in the form of missing features or complex development requirements to get things working.</span></p><p><span data-contrast="auto"> </span><span data-ccp-props="{}"> </span></p><p><span data-contrast="auto">Roger explained the core issue with choosing a new DMS, saying, “You’re often at a disadvantage when choosing any system because you don’t know what you don’t know.” He advised those seeking a new DMS to make sure the DMS and integration partner they choose have the</span><b><span data-contrast="auto"> experience</span></b><span data-contrast="auto">,</span><b><span data-contrast="auto"> expertise </span></b><span data-contrast="auto">and</span><b><span data-contrast="auto"> creativity </span></b><span data-contrast="auto">to understand your requirements and offer alternative solutions based on experience, rather than just doing what they are asked for, rather than what they need. He also emphasized the importance of clear communication and having the necessary expertise and resources to deliver projects on time and on budget.</span></p><p><span data-ccp-props="{}"> </span></p><p><span data-contrast="auto">Margiris&#8217;s advice for choosing a new DMS was to </span><b><span data-contrast="auto">be patient</span></b><span data-contrast="auto">. “Don’t jump on the first DMS that looks good that comes at a low cost. Conduct a deep analysis of the available tools and gather references from companies that have already implemented these tools. This way, you can come to an informed decision.”</span></p><p><span data-ccp-props="{}"> </span></p><h5 aria-level="4"><span style="text-decoration: underline;"><strong>Main  Takeaway </strong></span></h5><p><span data-contrast="auto">Our DMS experts’ single tip for choosing a new DMS was as follows:</span></p><p><span data-ccp-props="{}"> </span></p><ul><li aria-setsize="-1" data-leveltext="" data-font="Symbol" data-listid="3" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;multilevel&quot;}" data-aria-posinset="1" data-aria-level="1"><span data-contrast="auto">Take your time and conduct a thorough vendor analysis</span><span data-ccp-props="{}"> </span></li></ul><ul><li aria-setsize="-1" data-leveltext="" data-font="Symbol" data-listid="3" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;multilevel&quot;}" data-aria-posinset="2" data-aria-level="1"><span data-contrast="auto">Don’t be swayed by initial low costs (it usually comes back to bite you)</span><span data-ccp-props="{}"> </span></li></ul><ul><li aria-setsize="-1" data-leveltext="" data-font="Symbol" data-listid="3" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;multilevel&quot;}" data-aria-posinset="3" data-aria-level="1"><span data-contrast="auto">Look for experience, expertise and creativity</span><span data-ccp-props="{}"> </span></li></ul><p aria-level="2"> </p><h5 aria-level="2"><strong>Our DMS Recommendation: Lasernet</strong></h5><h5 aria-level="2"><strong> </strong></h5><p><span data-contrast="auto"><img loading="lazy" decoding="async" class="wp-image-8571 size-medium alignright" src="https://www.erpmechanics.com/wp-content/uploads/2025/07/Lasernet-SEO-300x169.jpg" alt="" width="300" height="169" srcset="https://www.erpmechanics.com/wp-content/uploads/2025/07/Lasernet-SEO-300x169.jpg 300w, https://www.erpmechanics.com/wp-content/uploads/2025/07/Lasernet-SEO-1024x576.jpg 1024w, https://www.erpmechanics.com/wp-content/uploads/2025/07/Lasernet-SEO-768x432.jpg 768w, https://www.erpmechanics.com/wp-content/uploads/2025/07/Lasernet-SEO-1536x864.jpg 1536w, https://www.erpmechanics.com/wp-content/uploads/2025/07/Lasernet-SEO.jpg 1920w" sizes="(max-width: 300px) 100vw, 300px" />At its core, Lasernet is all about simplifying document management. The output and document management software transforms document chaos into much-needed order by automating the majority of the document creation, design, distribution and archiving process.</span><span data-ccp-props="{}"> </span></p><p aria-level="3"> </p><p aria-level="3"><strong>Lasernet’s key features: </strong></p><p> </p><ul><li aria-setsize="-1" data-leveltext="" data-font="Symbol" data-listid="4" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;multilevel&quot;}" data-aria-posinset="1" data-aria-level="1"><b><span data-contrast="auto">Create branded documents:</span></b><span data-contrast="auto"> Use a drag-and-drop interface to add logos and colours to create documents directly within Dynamics 365, eliminating the need to import or export.</span><span data-ccp-props="{}"> </span></li></ul><ul><li aria-setsize="-1" data-leveltext="" data-font="Symbol" data-listid="4" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;multilevel&quot;}" data-aria-posinset="2" data-aria-level="1"><b><span data-contrast="auto">Flexible deployment: </span></b><span data-contrast="auto">Choose the option that suits your business: on-premises, cloud, or a hybrid model.</span><span data-ccp-props="{}"> </span></li></ul><ul><li aria-setsize="-1" data-leveltext="" data-font="Symbol" data-listid="4" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;multilevel&quot;}" data-aria-posinset="3" data-aria-level="1"><b><span data-contrast="auto">Code-free distribution: </span></b><span data-contrast="auto">Easily send documents to predefined destinations like email or printers without any complex coding.</span><span data-ccp-props="{}"> </span></li></ul><ul><li aria-setsize="-1" data-leveltext="" data-font="Symbol" data-listid="4" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;multilevel&quot;}" data-aria-posinset="4" data-aria-level="1"><b><span data-contrast="auto">Preview before sending: </span></b><span data-contrast="auto">Review documents before distribution to ensure they look exactly as intended.</span><span data-ccp-props="{}"> </span></li></ul><ul><li aria-setsize="-1" data-leveltext="" data-font="Symbol" data-listid="4" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;multilevel&quot;}" data-aria-posinset="5" data-aria-level="1"><b><span data-contrast="auto">Easy archiving and retrieval: </span></b><span data-contrast="auto">Archive and find documents from any module directly within the Dynamics 365 interface.</span><span data-ccp-props="{}"> </span></li></ul><p> </p><p><b><span data-contrast="auto">The result? </span></b><span data-contrast="auto">Your document management process is </span><b><span data-contrast="auto">more efficient</span></b><span data-contrast="auto"> with </span><b><span data-contrast="auto">fewer manual errors. </span></b><span data-contrast="auto">Plus, you’ll save money on printing materials and boost your brand’s image with professional-looking documents that never fail to impress.</span><span data-ccp-props="{}"> </span></p><p> </p><p><b><span data-contrast="auto">So, where do all of us at ERP Mechanics fit in? </span></b><span data-contrast="auto">While Lasernet simplifies your document management processes, we simplify the implementation process. Delivering Lasernet’s document management solution to clients worldwide, our services include implementation, custom development and all the support you need to get Lasernet up and running without a hitch.</span><span data-ccp-props="{}"> </span></p><p> </p><h5><b><span data-contrast="auto">Discover a better way to manage your documents with the help of the experienced ERP Mechanics team.</span></b><a href="https://www.erpmechanics.com/contact-us/"> <b><span data-contrast="none">Get in touch with us</span></b></a><b><span data-contrast="auto"> today to discuss your project in more detail.</span></b><span data-ccp-props="{}"> </span></h5>								</div>
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		<p>The post <a href="https://www.erpmechanics.com/blog/even-more-advice-from-our-experts-on-choosing-your-ideal-document-management-system/">Part Two: Even More Advice From Our Experts on Choosing Your Ideal Document Management System </a> appeared first on <a href="https://www.erpmechanics.com">ERP Mechanics</a>.</p>
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