Case Study Archives - ERP Mechanics

Lindab Standardizes Document Output Across 20+ Entities with Lasernet & ERP Mechanics

Mallorie De Riggi — Wed, 20 May 2026 04:14:15 +0000

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&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.

The Challenge

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.

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.

As Lindab’s Lasernet support partner, the ERP Mechanics team was tasked to address this effort.

The Solution

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&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.

This has meant that every business entity for every respective country has gone online with Dynamics 365 F&O and Lasernet on time and on budget so far.

“As a Dynamics 365 F&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.

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ERP Mechanics Develops Custom E-mail Business Rules with Lasernet to Support Ever Ready First Aid’s Document Delivery Requirements

Mallorie De Riggi — Thu, 05 Feb 2026 17:42:32 +0000

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, including creating and sending out customer documents like invoices and statements for several years.

The Challenge

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&O. The default business rule within Lasernet OOB, is that one email is sent per document that is created.

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.

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.

As Ever Ready’s Lasernet support partner, ERP Mechanics began working on a solution.

“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.

The Solution

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.

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.

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.

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.

“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.

The post ERP Mechanics Develops Custom E-mail Business Rules with Lasernet to Support Ever Ready First Aid’s Document Delivery Requirements appeared first on ERP Mechanics.

ERP Mechanics Supports Capital Lighting Fixture’s Document Management Needs During New ERP Implementation

Mallorie De Riggi — Fri, 06 Jun 2025 00:11:42 +0000

Capital Lighting Fixture Company is a commercial manufacturer and distributor of lighting fixtures based in Flowery Branch, Georgia with over 1500 showroom partners and authorized dealers across the United States and Canada.

When Capital Lighting implemented Microsoft Dynamics AX 2012 as their ERP system over a decade ago, they also began using Lasernet as their document management solution. They have leaned on Lasernet to customize and create a seamless look and feel with all their customer-facing documents including invoices, statements, shipping labels, and order confirmations.

The Challenge

Capital Lighting decided it was time to implement Microsoft Dynamics 365 F&O; however, instead of treating it as an upgrade to their current AX 2012 system, they decided to implement D365 F&O as a completely new project in parallel. The idea being that once implemented they would transition over their usage to the new system. This process was different than a normal system upgrade and therefore the approach with handling the transition of Lasernet from one system to another has required its own project as well.

As an experienced Lasernet partner, Capital Lighting chose ERP Mechanics for this project.

“I am pleased to recommend ERP Mechanics for their outstanding work with Capital Lighting. Their team demonstrated exceptional expertise and a deep understanding of our business needs, which was instrumental in the successful implementation of our ERP system.

From the outset, ERP Mechanics took the time to thoroughly assess our requirements and align their solutions with our operational goals. Their knowledgeable staff not only brought valuable insights but also fostered a collaborative atmosphere that made the entire process seamless,” says Yves Grisard-Van Roey, Information System Manager, Capital Lighting

The Solution

The project involved recreating all of Capital Lighting’s Lasernet documents to accommodate the new D365 F&O data along with evaluating their existing business processes. Due to the differences between AX2012 and D365 F&O, this evaluation identified what Lasernet fields were necessary to align with the new system’s data. In addition, one of the other priorities in this work has also been to seamlessly preserve the company identity in the new forms.

“We’re proud to have been selected by Capital Lighting to help them go through this big transition that has had an impact on all areas of their business. Our deep experience in working with companies like Capital Lighting as a Lasernet partner has served us well in being able to properly support them,” says Karolis Aleknavičius, CEO, ERP Mechanics.

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