<?xml version="1.0" encoding="UTF-8"?><rss version="2.0"
	xmlns:content="http://purl.org/rss/1.0/modules/content/"
	xmlns:wfw="http://wellformedweb.org/CommentAPI/"
	xmlns:dc="http://purl.org/dc/elements/1.1/"
	xmlns:atom="http://www.w3.org/2005/Atom"
	xmlns:sy="http://purl.org/rss/1.0/modules/syndication/"
	xmlns:slash="http://purl.org/rss/1.0/modules/slash/"
	>

<channel>
	<title>ERP Mechanics</title>
	<atom:link href="https://www.erpmechanics.com/feed/" rel="self" type="application/rss+xml" />
	<link>https://www.erpmechanics.com/</link>
	<description></description>
	<lastBuildDate>Wed, 20 May 2026 04:17:53 +0000</lastBuildDate>
	<language>en-US</language>
	<sy:updatePeriod>
	hourly	</sy:updatePeriod>
	<sy:updateFrequency>
	1	</sy:updateFrequency>
	<generator>https://wordpress.org/?v=7.0</generator>

<image>
	<url>https://www.erpmechanics.com/wp-content/uploads/2022/01/cropped-erpmechanics-32x32.jpg</url>
	<title>ERP Mechanics</title>
	<link>https://www.erpmechanics.com/</link>
	<width>32</width>
	<height>32</height>
</image> 
	<item>
		<title>Lindab Standardizes Document Output Across 20+ Entities with Lasernet &#038; ERP Mechanics</title>
		<link>https://www.erpmechanics.com/case-studies/lindab-standardizes-document-output-across-20-entities-with-lasernet-erp-mechanics/</link>
		
		<dc:creator><![CDATA[Mallorie De Riggi]]></dc:creator>
		<pubDate>Wed, 20 May 2026 04:14:15 +0000</pubDate>
				<category><![CDATA[Case Studies]]></category>
		<category><![CDATA[Case Study]]></category>
		<category><![CDATA[document management]]></category>
		<category><![CDATA[Lasernet]]></category>
		<category><![CDATA[Lindab]]></category>
		<category><![CDATA[Sweden]]></category>
		<guid isPermaLink="false">https://www.erpmechanics.com/?p=12765</guid>

					<description><![CDATA[<p>Lindab is a leading manufacturer of ventilation systems and industrial building products that has over 200 locations operating in 20+ countries throughout Europe and the world. Founded in 1959, the company is based in Sweden and is publicly listed on the Nasdaq Stockholm.   Lindab runs Dynamics 365 F&#38;O as its ERP system and previously [&#8230;]</p>
<p>The post <a href="https://www.erpmechanics.com/case-studies/lindab-standardizes-document-output-across-20-entities-with-lasernet-erp-mechanics/">Lindab Standardizes Document Output Across 20+ Entities with Lasernet &amp; ERP Mechanics</a> appeared first on <a href="https://www.erpmechanics.com">ERP Mechanics</a>.</p>
]]></description>
										<content:encoded><![CDATA[		<div data-elementor-type="wp-post" data-elementor-id="12765" class="elementor elementor-12765" data-elementor-post-type="post">
						<section class="elementor-section elementor-top-section elementor-element elementor-element-6fa64eb elementor-section-boxed elementor-section-height-default elementor-section-height-default" data-id="6fa64eb" data-element_type="section" data-e-type="section">
						<div class="elementor-container elementor-column-gap-default">
					<div class="elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-5fd147f" data-id="5fd147f" data-element_type="column" data-e-type="column">
			<div class="elementor-widget-wrap elementor-element-populated">
						<div class="elementor-element elementor-element-cb25871 elementor-widget elementor-widget-text-editor" data-id="cb25871" data-element_type="widget" data-e-type="widget" data-widget_type="text-editor.default">
				<div class="elementor-widget-container">
									<p>Lindab is a leading manufacturer of ventilation systems and industrial building products that has over 200 locations operating in 20+ countries throughout Europe and the world. Founded in 1959, the company is based in Sweden and is publicly listed on the Nasdaq Stockholm.</p><p> </p><p>Lindab runs Dynamics 365 F&amp;O as its ERP system and previously was using Microsoft’s SQL Server Reporting Services (SSRS) to update its documents prior to making the switch to Lasernet.</p><p> </p><h3><strong>The Challenge</strong></h3><p> </p><p>Lindab has been steadily making acquisitions and expanding its operations into new markets for several years now. Part of what precipitated the change from using SSRS to Lasernet was the need to scale its document processes across its different global entities. Part of the challenge for Lindab was updating and maintaining its document templates for its newest business entities. Using SSRS which is heavily dependent upon developers, for making even the smallest of updates, was not a sustainable solution to scale its document processes to be in line with its business growth.</p><p> </p><p>Lindab uses many different industry specific document templates, including ones for sales quotations, invoices, packing slips/labels and purchase orders. These templates necessitated consistency in its branding and formatting for many of its newest business entities where language differences, compliance requirements and other localization concerns also needed to be adopted.</p><p> </p><p>As Lindab’s Lasernet support partner, the ERP Mechanics team was tasked to address this effort.</p><p> </p><h3><strong>The Solution</strong></h3><p> </p><p>The work began by evaluating Lindab’s existing document template library, identifying where there were gaps and formatting inconsistencies. As Lindab began onboarding Dynamics 365 F&amp;O and Lasernet to its newest business entities one at a time, the ERP Mechanics team worked in parallel to update each business entity’s business documents to ensure consistency with its branding as well as address industry specific and localization requirements. Leveraging the ease of use and flexibility of Lasernet greatly reduced the time and workload needed to share configurations and standardizations once an established process was in place to onboard new entities.</p><p> </p><p>This has meant that every business entity for every respective country has gone online with Dynamics 365 F&amp;O and Lasernet on time and on budget so far.</p><p> </p><p>“As a Dynamics 365 F&amp;O and Lasernet team that has a lot of international experience and industry knowledge, a multi-country roll out project like this falls perfectly within our sweet spot. We’ve been working with Lindab for a while now and we’re proud to help them streamline their document management processes across the globe and advance their future growth initiatives.” says Karolis Aleknavičius, CEO, ERP Mechanics.</p>								</div>
				</div>
					</div>
		</div>
					</div>
		</section>
				</div>
		<p>The post <a href="https://www.erpmechanics.com/case-studies/lindab-standardizes-document-output-across-20-entities-with-lasernet-erp-mechanics/">Lindab Standardizes Document Output Across 20+ Entities with Lasernet &amp; ERP Mechanics</a> appeared first on <a href="https://www.erpmechanics.com">ERP Mechanics</a>.</p>
]]></content:encoded>
					
		
		
			</item>
		<item>
		<title>5 Signs You’ve Outgrown Your Current ERP</title>
		<link>https://www.erpmechanics.com/blog/5-signs-youve-outgrown-your-current-erp/</link>
		
		<dc:creator><![CDATA[Mallorie De Riggi]]></dc:creator>
		<pubDate>Sat, 16 May 2026 04:33:49 +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=12747</guid>

					<description><![CDATA[<p>ERP system failures are rarely dramatic events – they simply stop being able to keep up with how businesses operate. The gap between what the business needs and what the ERP system can deliver widens until it becomes too costly to ignore.    Here are some of the most common signs your organization has outgrown its [&#8230;]</p>
<p>The post <a href="https://www.erpmechanics.com/blog/5-signs-youve-outgrown-your-current-erp/">5 Signs You’ve Outgrown Your Current ERP</a> appeared first on <a href="https://www.erpmechanics.com">ERP Mechanics</a>.</p>
]]></description>
										<content:encoded><![CDATA[		<div data-elementor-type="wp-post" data-elementor-id="12747" class="elementor elementor-12747" data-elementor-post-type="post">
						<section class="elementor-section elementor-top-section elementor-element elementor-element-fd0c612 elementor-section-boxed elementor-section-height-default elementor-section-height-default" data-id="fd0c612" data-element_type="section" data-e-type="section">
						<div class="elementor-container elementor-column-gap-default">
					<div class="elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-ec2c9bc" data-id="ec2c9bc" data-element_type="column" data-e-type="column">
			<div class="elementor-widget-wrap elementor-element-populated">
						<div class="elementor-element elementor-element-25e8baa elementor-widget elementor-widget-text-editor" data-id="25e8baa" data-element_type="widget" data-e-type="widget" data-widget_type="text-editor.default">
				<div class="elementor-widget-container">
									<p><span data-contrast="none">ERP system failures are rarely dramatic events – they simply stop being able to keep up with how businesses operate. The gap between what the business needs and what the ERP system can deliver widens until it becomes too costly to ignore.</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">Here are some of the most common signs your organization has outgrown its ERP and why they’re worth taking seriously.</span></p><p><span data-ccp-props="{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}"> </span></p><h3><strong>1. Teams are resorting to manual workarounds </strong></h3><p> </p><p><span data-contrast="none">When an ERP can no longer keep up, users return to their old habits, including spreadsheets. This isn’t unwillingness to use the ERP – it’s people finding ways to bridge what the system can’t do. The trouble is that, over time, workarounds stop being temporary fixes and become another form of infrastructure the business relies on.</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 cost of that isn’t immediately visible on a balance sheet, but it shows up everywhere else. Each spreadsheet exists outside of what was meant to be the organization’s single source of truth, meaning someone has to keep it in sync manually. Every transaction processed in the ERP creates more work elsewhere, and these work hours add up quickly.</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">Workarounds of this nature are common – </span><a href="https://www.prnewswire.com/news-releases/90-of-firms-still-rely-on-spreadsheets-despite-bottlenecks-302374188.html"><span data-contrast="none">64% of companies</span></a><span data-contrast="none"> still use spreadsheets in some way to support their payment processes. In the UK, </span><a href="https://financialit.net/news/payments/40-uk-businesses-still-using-spreadsheets-finance-function"><span data-contrast="none">research into UK SME finance and accounting departments</span></a><span data-contrast="none"> found that just 20% had adopted automated invoice processing, while 39% still relied on Excel spreadsheets and manual processes. </span></p><p><span data-ccp-props="{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}"> </span></p><h5><strong>Signs to look out for:</strong></h5><p> </p><p><span data-contrast="none">A few common signs suggest you’ve crossed from using spreadsheets as a temporary solution to making them a</span><b><span data-contrast="none"> core pillar of your infrastructure</span></b><span data-contrast="none">. The first is the master spreadsheet: a single business-critical file for pricing, forecasting and financial consolidation that only a couple of people fully understand.</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">Another example is the disconnect revealed during the month-end scramble, when the finance team works to </span><b><span data-contrast="none">reconcile data across the system to make sure it’s accurate</span></b><span data-contrast="none">. It’s worth noting that the spreadsheets themselves aren’t the problem here – they’re great tools for ad-hoc analysis. The issue is when they become the go-to system for processes that your ERP should be able to handle natively.</span></p><p> </p><h3><strong>2. Reporting bottlenecks are slowing down decision-making </strong></h3><p> </p><p><span data-contrast="none">When senior leadership asks questions, your ERP system should be able to provide the answer. In many organizations, however, it takes days to get clear answers due to outdated ERP systems. For example, generating </span><a href="https://www.erpmechanics.com/blog/d365-fo-document-management-comparison-lasernet-vs-ssrs/"><span data-contrast="none">SQL Server Reporting Services (SSRS)</span></a><span data-contrast="none"> reports requires a deep understanding of the platform, and senior leadership has to rely on already busy internal or external developers to get a clear answer.</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">Slow reporting cycles are common – </span><a href="https://www.ledge.co/content/month-end-close-benchmarks-for-2025#:~:text=3%E2%80%935%20business%20days%20was,%E2%80%94%20Director%20of%20finance%2C%20eCommerce"><span data-contrast="none">50% of finance teams</span></a><span data-contrast="none"> take six or more days to complete their monthly close, and 25% of finance teams report needing 10 or more days. When the monthly books take that long to close, reporting also lags, and decisions end up being based on outdated data.</span></p><p><span data-ccp-props="{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}"> </span></p><h5><strong>Signs to look out for:</strong></h5><p> </p><p><span data-contrast="none">A few common signs that reporting has become a bottleneck include the </span><b><span data-contrast="none">custom report queue</span></b><span data-contrast="none">, where non-standard reporting requires an IT ticket, and a turnaround time measured in hours or even days. </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">Another sign is that teams may tire of waiting for their support tickets to be resolved, and </span><b><span data-contrast="none">create their own reporting dashboards </span></b><span data-contrast="none">using tools like Excel because the ERP doesn’t offer the views they need. Slow reporting isn’t a sign of a poor team &#8211; it often means the ERP system isn’t pulling its weight.</span></p><p><span data-ccp-props="{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}"> </span></p><h3><strong>3. The system can’t keep up with growth </strong></h3><p> </p><p><span data-contrast="none">Legacy ERPs were designed for the way businesses used to operate. Adding a new entity, expanding to a new country or absorbing an acquisition exposes the limits of these ERP systems, and it’s usually at the very moment you can least afford the disruption. When these ERPs lack the features or the stability companies need, expensive customization projects arise, and each customization makes future upgrades more challenging.</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 consequences are visible and can be severe. For example, after acquiring Elizabeth Arden in 2016, Revlon attempted to </span><a href="https://www.computerweekly.com/news/252464278/SAP-disruption-leads-to-Revlon-class-action-lawsuit"><span data-contrast="none">consolidate its operations onto a SAP S/4HANA platform</span></a><span data-contrast="none">, but the rollout caused major disruption. Revlon admitted it was unable to fulfill product shipments for around $64m in net sales, and the company incurred $53.6m in incremental charges to remediate the decline in customer service levels. </span></p><p><span data-ccp-props="{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}"> </span></p><h5><strong>Signs to look out for: </strong></h5><p> </p><p><span data-contrast="none">A few common signs that suggest your ERP is limiting growth include every new entity, country or sales channel triggering a </span><b><span data-contrast="none">multi-month initiative that requires external consultants, customization and high costs</span></b><span data-contrast="none">. Another is an</span><b><span data-contrast="none"> integration backlog</span></b><span data-contrast="none">, where new tools and platforms can’t go live without weeks of middleware work. Growth always tests systems, but a modern ERP should accommodate change rather than block it.</span></p><p><span data-ccp-props="{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}"> </span></p><h3><strong>4. Integrations are fragile at best </strong></h3><p> </p><p><span data-contrast="none">A modern ERP is built to integrate with other systems, communicating directly with your CRM, e-commerce platforms, payment processing tools, project management platforms and more. Older ERP systems tend to use proprietary technology that requires specialized (usually costly) custom code for every integration, rather than plug-and-play connectors.</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 consequences of weak integration are not just inconvenient – they include inaccurate reporting, missed shipments, billing errors and other unfortunate outcomes. There’s also the cost angle to consider. Organizations spend between</span><a href="https://www.mechanical-orchard.com/insights/1-14-trillion-to-keep-the-lights-on-legacys-drag-on-productivity"><span data-contrast="none"> </span><span data-contrast="none">60 and 80% of their IT budgets</span></a><span data-contrast="none"> on maintaining existing systems, including legacy ERPs. With every outdated feature comes a costly customization, and every customization adds to this already high maintenance burden.</span></p><p><span data-ccp-props="{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}"> </span></p><h5><strong>Signs to look out for:</strong></h5><p><span data-ccp-props="{&quot;201341983&quot;:0,&quot;335559738&quot;:320,&quot;335559739&quot;:80,&quot;335559740&quot;:240}"> </span></p><p><span data-contrast="none">If your ERP integrations aren’t working as they should, you’ll soon know about it. One of the first signs is </span><b><span data-contrast="none">rising operational costs due to inefficiencies</span></b><span data-contrast="none">, as manual workarounds, duplicate data entry and error correction consume time and resources that could be better used elsewhere. </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">Another sign is </span><b><span data-contrast="none">less trust from users</span></b><span data-contrast="none">. If your team constantly encounters inaccurate or incomplete data, they’ll start to bypass the system altogether. Adoption rates will plummet, and the use of shadow tools (like spreadsheets) will mean teams end up working with entirely different datasets.</span></p><p> </p><h3><strong>5. Compliance and risk are becoming difficult to manage </strong></h3><p> </p><p><span data-contrast="none">Regulatory requirements never sit still for long. If your ERP lacks the controls, audit trails and reporting features needed to keep pace with change, the burden naturally falls on your team. They end up spending more time manually collating the evidence needed, and this type of work is expensive, error-prone, and difficult to defend should regulators or auditors need to dig deeper.</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 the risk isn’t just regulatory penalties (although those can be significant), it’s that compliance becomes a new project every time the rules change. In highly regulated industries, such as financial services, manufacturing and healthcare, the consequences of non-compliance can be disastrous, including fines and reputational damage that is hard to come back from.</span></p><p><span data-ccp-props="{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}"> </span></p><h5><strong>Signs to look out for: </strong></h5><p> </p><p><span data-contrast="none">There are a few ways to tell if your compliance posture has drifted into riskier territory. First are </span><b><span data-contrast="none">internal reactions to external audits</span></b><span data-contrast="none">. If audits trigger many weeks or even months of unscheduled work to assemble evidence, your ERP has a problem. Another is when </span><b><span data-contrast="none">every regulatory change turns into a project of its own</span></b><span data-contrast="none">. Something that could be a relatively simple configuration update instead requires formal scoping and developer time, which often stretches over weeks.</span></p><p><span data-ccp-props="{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}"> </span></p><h3><strong>What to do if you recognize these signs </strong></h3><p> </p><p><span data-contrast="none">If one or two of these signs are familiar to you, your current ERP is likely functional but is costing you time. If four or five resonate, the question becomes: which new ERP system is best for your business?</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 implementation projects are a significant undertaking, but done right, they bring a host of benefits to organizations big and small. Unlike legacy systems, today’s cloud ERPs are designed to prevent the problems explored above. They’re built to scale, integrate with the systems you rely on easily and automate time-consuming manual work.</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">If you recognize these signs in your own organization, the next step doesn’t have to be a full system overhaul on day one. The right starting point is a </span><a href="https://www.erpmechanics.com/blog/is-your-business-ready-for-a-new-erp-system-top-6-questions-you-should-be-asking/"><span data-contrast="none">clear-eyed assessment of exactly where your current ERP system is holding you back</span></a><span data-contrast="none">.</span></p><p><span data-ccp-props="{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}"> </span></p><h3><strong>Partner with ERP Mechanics for your ERP implementation </strong></h3><p> </p><p><span data-contrast="none">If your organization is preparing to implement a new ERP system, ERP Mechanics offers a focused, specialist approach built around Microsoft Dynamics 365 Finance and Operations. Our services cover the full ERP project lifecycle: process mapping, system configuration, data migration, integrations, custom extensions and bespoke development where standard functionality falls short. </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 relationship doesn’t end at go-live, either. ERP Mechanics provides post-implementation training and 24/7 technical support to keep operations running smoothly.</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">If you’re still weighing up your options, we also offer a free </span><a href="https://www.erpmechanics.com/erp-readiness-assessment-questionnaire/"><span data-contrast="none">ERP Readiness Assessment</span></a><span data-contrast="none"> to help determine if your people, processes and budget are aligned for a successful rollout. </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><b><span data-contrast="none">Considering Dynamics 365 F&amp;O? </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="none"> to find out how we can help you get it right.</span></b><span data-ccp-props="{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}"> </span></p>								</div>
				</div>
					</div>
		</div>
					</div>
		</section>
				</div>
		<p>The post <a href="https://www.erpmechanics.com/blog/5-signs-youve-outgrown-your-current-erp/">5 Signs You’ve Outgrown Your Current ERP</a> appeared first on <a href="https://www.erpmechanics.com">ERP Mechanics</a>.</p>
]]></content:encoded>
					
		
		
			</item>
		<item>
		<title>What does 2026 hold for document management? Top three things to consider.</title>
		<link>https://www.erpmechanics.com/blog/document-management-in-2026-ai-data-quality-and-compliance/</link>
		
		<dc:creator><![CDATA[Mallorie De Riggi]]></dc:creator>
		<pubDate>Wed, 22 Apr 2026 21:20:46 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<category><![CDATA[document management]]></category>
		<category><![CDATA[Lasernet]]></category>
		<guid isPermaLink="false">https://www.erpmechanics.com/?p=12203</guid>

					<description><![CDATA[<p>Organizations looking for ERP document management solutions in 2026 face a choice: invest in a single platform for document generation, delivery, archiving and retrieval, or stitch together a patchwork of best-of-breed tools.    The patchwork route can be appealing at first because each tool does its specific task well in isolation. That e-invoicing tool you’re considering integrating [&#8230;]</p>
<p>The post <a href="https://www.erpmechanics.com/blog/document-management-in-2026-ai-data-quality-and-compliance/">What does 2026 hold for document management? Top three things to consider.</a> appeared first on <a href="https://www.erpmechanics.com">ERP Mechanics</a>.</p>
]]></description>
										<content:encoded><![CDATA[		<div data-elementor-type="wp-post" data-elementor-id="12203" class="elementor elementor-12203" data-elementor-post-type="post">
						<section class="elementor-section elementor-top-section elementor-element elementor-element-c896279 elementor-section-boxed elementor-section-height-default elementor-section-height-default" data-id="c896279" data-element_type="section" data-e-type="section">
						<div class="elementor-container elementor-column-gap-default">
					<div class="elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-e0e1a98" data-id="e0e1a98" data-element_type="column" data-e-type="column">
			<div class="elementor-widget-wrap elementor-element-populated">
						<div class="elementor-element elementor-element-44ea9a5 elementor-widget elementor-widget-text-editor" data-id="44ea9a5" data-element_type="widget" data-e-type="widget" data-widget_type="text-editor.default">
				<div class="elementor-widget-container">
									<p><span data-contrast="none">Organizations looking for ERP document management solutions in 2026 face a choice: invest in a single platform for document generation, delivery, archiving and retrieval, or stitch together a patchwork of best-of-breed tools.</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 patchwork route can be appealing at first because each tool does its specific task well in isolation. That e-invoicing tool you’re considering integrating with your ERP would help you meet your regulatory obligations, and that standalone archiving solution has some useful features.</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">But with these best-of-breed solutions, the integration stage is where cracks start to show. Data ends up spread across systems and is frequently duplicated. Compliance and governance become harder to maintain as each tool applies its own rules. </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 the next wave of technological change inevitably arrives, updating a fragmented tech stack is far more painful than updating a single platform. An integrated platform, by contrast, keeps data consistent, applies governance uniformly and evolves as a single unit. These trade-offs are shaping how organizations approach document management in 2026. With that in mind, here are three trends to watch this year and beyond.</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><strong>1. AI continues to transform document management </strong></h3><p> </p><p><span data-contrast="none">It probably doesn’t come as a surprise that AI tops the list, and it’s the trend that most punishes a fragmented tech stack, since every disconnected tool multiplies the data-cleaning work AI depends on. According to McKinsey, </span><a href="https://www.mckinsey.com/capabilities/tech-and-ai/our-insights/charting-a-path-to-the-data-and-ai-driven-enterprise-of-2030"><span data-contrast="none">65% of organizations</span></a><span data-contrast="none"> use AI for at least one business function. It’s reshaping document management by automating routine tasks, catching inconsistencies and bringing information to the surface that would otherwise stay buried.</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">But there’s a catch to all this progress. Gartner’s recent report,</span><i><span data-contrast="none"> </span></i><a href="https://www.templafy.com/how-to-think-about-ai-in-document-management-in-2026/"><i><span data-contrast="none">Evaluating AI for Document Management</span></i></a><span data-contrast="none">, found that </span><b><span data-contrast="none">by 2030, AI in document management platforms will lead to unplanned budget overruns in 80% of enterprise deployments. </span></b><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">Businesses are increasingly allocating parts of their budgets to AI solutions, but not to the work needed to make it deliver returns, including cleaning up years of inconsistent data, reconciling duplicate records and building robust AI governance. These blind spots become hidden costs that drive the overruns, turning AI deployments that looked straightforward into expensive multi-year projects. </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">Perhaps one of the most interesting shifts in how AI will impact document management is conceptual. Document management is becoming more closely aligned with knowledge management. Traditional document management is about storage and retrieval, making sure the right file is in the right place and that someone can find it when they need it. </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">Knowledge management, on the other hand, is about extracting meaning from that content and connecting it across sources to turn stored content into knowledge that teams can draw on. And that shift only works if document data is centralized and high-quality, which brings us neatly to the next trend.</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><strong>2. High-quality, centralized data is the real differentiator </strong></h3><p> </p><p><span data-contrast="none">This is where the best-in-breed patchwork approach to document management shows its real cost. Data quality determines whether further integrating AI into document management systems actually pays off. Quality erodes fastest when information is scattered across disconnected tools.</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">For D365 F&amp;O users, the goal is to make your ERP the single source of truth, so finance, operations, sales, marketing and legal all draw from the same well. A single source of truth across invoices, purchase orders, contracts, approvals, payments, correspondence and supplier records means leaders can make data-driven rather than gut decisions. </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">Low-quality data has far-reaching consequences across your organization: productivity drops, governance becomes patchy at best, and audit trails are harder to follow. The organizations that benefit the most from AI won’t be the ones with the most data – they’ll have easy access to the </span><b><span data-contrast="none">highest-quality data</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><h3><strong>3. Advanced compliance and governance capabilities </strong></h3><p> </p><p><span data-contrast="none">The third trend to watch out for in 2026 doesn’t get the same level of attention as AI, but it’s the one that occupies the minds of finance and IT teams: </span><b><span data-contrast="none">tightening compliance and governance requirements. </span></b><span data-contrast="none">This is where fragmented stacks hurt most – every new mandate means patching compliance across multiple tools instead of updating a single tool.</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">Take </span><strong><a href="https://www.lasernetgroup.com/news-blogs/einvoicing-fewer-headaches">e-invoicing</a></strong><span data-contrast="none"><strong>.</strong> New B2B mandates keep coming into effect, each with different formats (UBL, Peppol BIS, XRechnung, ZUGFeRD) and routing rules (Peppol, government-controlled portals). Organizations are responding by heavily customizing D365 at great cost. </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">There’s an alternative route to consider: integrating a document management solution that extends your ERP’s native capabilities to generate compliant formats directly from ERP data (and doesn’t require costly customizations every time a new mandate is introduced).</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’s worth noting that AI plays a role here, too. Time-consuming manual compliance tasks, such as classification, versioning, validation and access management, are prone to human error. When implemented with enterprise-grade guardrails, AI handles these tasks consistently and reliably.</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: Prepare for the future of document management </strong></h3><p> </p><p><span data-contrast="none">Against the three trends above, a single platform shifts the odds in your favor. AI delivers returns when document data is consistent and high-quality. Data quality is easier to maintain when generation and archiving are connected. New compliance rules can be adhered to in one place, rather than across multiple systems. That’s where Lasernet fits in.</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><a href="https://www.erpmechanics.com/lasernet/"><span data-contrast="none">Lasernet</span></a><span data-contrast="none"> is an end-to-end document management platform that handles document generation, delivery, archiving and retrieval from one place, creating a single source of truth for documents that sits alongside your ERP, your single source of truth for data. Its low-code interface lets teams manage document templates and conditional rules without relying on developers, and it supports global e-invoicing standards without needing custom code.</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">For D365 F&amp;O users, Lasernet is </span><a href="https://www.lasernetgroup.com/integrations/dynamics-365/finance-operations/?utm_source=google&amp;utm_medium=ppc&amp;utm_campaign=%7Bcampaign%7D&amp;utm_term=lasernet%20for%20dynamics%20365&amp;hsa_acc=9494171635&amp;hsa_cam=23572312954&amp;hsa_grp=198511914612&amp;hsa_ad=797574433829&amp;hsa_src=g&amp;hsa_tgt=kwd-2468309043765&amp;hsa_kw=lasernet%20for%20dynamics%20365&amp;hsa_mt=p&amp;hsa_net=adwords&amp;hsa_ver=3&amp;utm_term=lasernet%20for%20dynamics%20365&amp;utm_campaign=ERP_Dynamics_%26_IFS&amp;utm_source=adwords&amp;utm_medium=ppc&amp;hsa_acc=9494171635&amp;hsa_cam=23572312954&amp;hsa_grp=198511914612&amp;hsa_ad=797574433829&amp;hsa_src=g&amp;hsa_tgt=kwd-2468309043765&amp;hsa_kw=lasernet%20for%20dynamics%20365&amp;hsa_mt=p&amp;hsa_net=adwords&amp;hsa_ver=3&amp;gad_source=1&amp;gad_campaignid=23572312954&amp;gclid=CjwKCAjwtIfPBhAzEiwAv9RTJoSGWUUApSMGYU5Uk7eD4eRiOFtgFBBC_9kQMCIGVAiwm0LK8VncJRoClXkQAvD_BwE"><span data-contrast="none">embedded directly inside the ERP</span></a><span data-contrast="none">, so teams work in a familiar interface with a document management solution that’s more scalable and user-friendly than Electronic Reporting and SSRS. It also integrates with Business Central, Customer Engagement, SAP, Infor and IFS, which is useful for organizations using multiple ERPs, planning migrations or bridging legacy 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><b><span data-contrast="none">With over 18 years of experience working with Dynamics 365 F&amp;O and Lasernet, the ERP Mechanics team is ready to help you with projects of any scope and size. </span></b><a href="https://www.erpmechanics.com/contact-us/"><b><span data-contrast="none">Get in touch</span></b></a><b><span data-contrast="none"> today to discuss your document management needs.</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>
				</div>
					</div>
		</div>
					</div>
		</section>
				</div>
		<p>The post <a href="https://www.erpmechanics.com/blog/document-management-in-2026-ai-data-quality-and-compliance/">What does 2026 hold for document management? Top three things to consider.</a> appeared first on <a href="https://www.erpmechanics.com">ERP Mechanics</a>.</p>
]]></content:encoded>
					
		
		
			</item>
		<item>
		<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>
]]></description>
										<content:encoded><![CDATA[		<div data-elementor-type="wp-post" data-elementor-id="11934" class="elementor elementor-11934" data-elementor-post-type="post">
						<section class="elementor-section elementor-top-section elementor-element elementor-element-35efb2d elementor-section-boxed elementor-section-height-default elementor-section-height-default" data-id="35efb2d" data-element_type="section" data-e-type="section">
						<div class="elementor-container elementor-column-gap-default">
					<div class="elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-0838fb5" data-id="0838fb5" data-element_type="column" data-e-type="column">
			<div class="elementor-widget-wrap elementor-element-populated">
						<div class="elementor-element elementor-element-7ba6b97 elementor-widget elementor-widget-text-editor" data-id="7ba6b97" data-element_type="widget" data-e-type="widget" data-widget_type="text-editor.default">
				<div class="elementor-widget-container">
									<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>
				</div>
					</div>
		</div>
					</div>
		</section>
				</div>
		<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>
]]></content:encoded>
					
		
		
			</item>
		<item>
		<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>
]]></description>
										<content:encoded><![CDATA[		<div data-elementor-type="wp-post" data-elementor-id="11616" class="elementor elementor-11616" data-elementor-post-type="post">
						<section class="elementor-section elementor-top-section elementor-element elementor-element-08a79aa elementor-section-boxed elementor-section-height-default elementor-section-height-default" data-id="08a79aa" data-element_type="section" data-e-type="section">
						<div class="elementor-container elementor-column-gap-default">
					<div class="elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-823724e" data-id="823724e" data-element_type="column" data-e-type="column">
			<div class="elementor-widget-wrap elementor-element-populated">
						<div class="elementor-element elementor-element-98e65e8 elementor-widget elementor-widget-text-editor" data-id="98e65e8" data-element_type="widget" data-e-type="widget" data-widget_type="text-editor.default">
				<div class="elementor-widget-container">
									<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>
				</div>
					</div>
		</div>
					</div>
		</section>
				</div>
		<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>
]]></content:encoded>
					
		
		
			</item>
		<item>
		<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>
]]></description>
										<content:encoded><![CDATA[		<div data-elementor-type="wp-post" data-elementor-id="11463" class="elementor elementor-11463" data-elementor-post-type="post">
						<section class="elementor-section elementor-top-section elementor-element elementor-element-1d2acdd elementor-section-boxed elementor-section-height-default elementor-section-height-default" data-id="1d2acdd" data-element_type="section" data-e-type="section">
						<div class="elementor-container elementor-column-gap-default">
					<div class="elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-9d489c1" data-id="9d489c1" data-element_type="column" data-e-type="column">
			<div class="elementor-widget-wrap elementor-element-populated">
						<div class="elementor-element elementor-element-384922f elementor-widget elementor-widget-text-editor" data-id="384922f" data-element_type="widget" data-e-type="widget" data-widget_type="text-editor.default">
				<div class="elementor-widget-container">
									<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>
				</div>
					</div>
		</div>
					</div>
		</section>
				</div>
		<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>
]]></content:encoded>
					
		
		
			</item>
		<item>
		<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>
]]></description>
										<content:encoded><![CDATA[		<div data-elementor-type="wp-post" data-elementor-id="11302" class="elementor elementor-11302" data-elementor-post-type="post">
						<section class="elementor-section elementor-top-section elementor-element elementor-element-fd2e479 elementor-section-boxed elementor-section-height-default elementor-section-height-default" data-id="fd2e479" data-element_type="section" data-e-type="section">
						<div class="elementor-container elementor-column-gap-default">
					<div class="elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-7d55254" data-id="7d55254" data-element_type="column" data-e-type="column">
			<div class="elementor-widget-wrap elementor-element-populated">
						<div class="elementor-element elementor-element-12ae09c elementor-widget elementor-widget-text-editor" data-id="12ae09c" data-element_type="widget" data-e-type="widget" data-widget_type="text-editor.default">
				<div class="elementor-widget-container">
									<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>
				</div>
					</div>
		</div>
					</div>
		</section>
				</div>
		<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>
]]></content:encoded>
					
		
		
			</item>
		<item>
		<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>
]]></description>
										<content:encoded><![CDATA[		<div data-elementor-type="wp-post" data-elementor-id="11013" class="elementor elementor-11013" data-elementor-post-type="post">
						<section class="elementor-section elementor-top-section elementor-element elementor-element-1dca8f5 elementor-section-boxed elementor-section-height-default elementor-section-height-default" data-id="1dca8f5" data-element_type="section" data-e-type="section">
						<div class="elementor-container elementor-column-gap-default">
					<div class="elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-2592c91" data-id="2592c91" data-element_type="column" data-e-type="column">
			<div class="elementor-widget-wrap elementor-element-populated">
						<div class="elementor-element elementor-element-7fd2cdb elementor-widget elementor-widget-text-editor" data-id="7fd2cdb" data-element_type="widget" data-e-type="widget" data-widget_type="text-editor.default">
				<div class="elementor-widget-container">
									<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>
				</div>
					</div>
		</div>
					</div>
		</section>
				</div>
		<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>
]]></content:encoded>
					
		
		
			</item>
		<item>
		<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>
]]></description>
										<content:encoded><![CDATA[		<div data-elementor-type="wp-post" data-elementor-id="10598" class="elementor elementor-10598" data-elementor-post-type="post">
						<section class="elementor-section elementor-top-section elementor-element elementor-element-ab3dc32 elementor-section-boxed elementor-section-height-default elementor-section-height-default" data-id="ab3dc32" data-element_type="section" data-e-type="section">
						<div class="elementor-container elementor-column-gap-default">
					<div class="elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-1481c14" data-id="1481c14" data-element_type="column" data-e-type="column">
			<div class="elementor-widget-wrap elementor-element-populated">
						<div class="elementor-element elementor-element-e1137cf elementor-widget elementor-widget-text-editor" data-id="e1137cf" data-element_type="widget" data-e-type="widget" data-widget_type="text-editor.default">
				<div class="elementor-widget-container">
									<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>
				</div>
					</div>
		</div>
					</div>
		</section>
				</div>
		<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>
]]></content:encoded>
					
		
		
			</item>
		<item>
		<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>
]]></description>
										<content:encoded><![CDATA[		<div data-elementor-type="wp-post" data-elementor-id="9509" class="elementor elementor-9509" data-elementor-post-type="post">
						<section class="elementor-section elementor-top-section elementor-element elementor-element-15867c7 elementor-section-boxed elementor-section-height-default elementor-section-height-default" data-id="15867c7" data-element_type="section" data-e-type="section">
						<div class="elementor-container elementor-column-gap-default">
					<div class="elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-954e822" data-id="954e822" data-element_type="column" data-e-type="column">
			<div class="elementor-widget-wrap elementor-element-populated">
						<div class="elementor-element elementor-element-164821d elementor-widget elementor-widget-text-editor" data-id="164821d" data-element_type="widget" data-e-type="widget" data-widget_type="text-editor.default">
				<div class="elementor-widget-container">
									<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>
				</div>
					</div>
		</div>
					</div>
		</section>
				</div>
		<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>
]]></content:encoded>
					
		
		
			</item>
	</channel>
</rss>

<!--
Performance optimized by W3 Total Cache. Learn more: https://www.boldgrid.com/w3-total-cache/?utm_source=w3tc&utm_medium=footer_comment&utm_campaign=free_plugin

Page Caching using Disk: Enhanced 
Lazy Loading (feed)
Minified using Disk

Served from: www.erpmechanics.com @ 2026-05-31 09:02:32 by W3 Total Cache
-->