Viewpoint Stays on Point with Infor

Edinburgh, Scotland’s elder home facilities in the Viewpoint Housing Association has extended its investment in Infor SunSystems. This partnership is part of an ongoing program to ensure the association delivers optimal value for money by achieving maximum efficiency. Infor partner Kick ICT will ensure Viewpoint is able to not only use the most up-to-date functionality but also benefit from faster, easier upgrades and integrations with existing third-party systems. As a hosted solution, it will also make fewer demands on Viewpoint’s IT staff, who can now be redeployed to higher value tasks. Per the press release, the upgrade will also help improve remote working by delivering tighter workflow approvals and stronger supplier security. Additionally, Mike Gibson, head of finance for Viewpoint, says of the partnership, “This upgrade has yielded an array of benefits. Not only can we be confident we are on the most up-to-date version of the software, but the new functionality has meant less time processing transactions and more time looking at what they tell us instead.”

 

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LBI Auditing Part 3a – Overview of Framework Service Admin Audit Reports

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In LBI Auditing Part 2, we went over setting up admin audit reports in LBI. In this article we will go over the Framework Service (FS) portion of reports.

 

FS01.FS Content:

This report may contain a lot of data and can take longer to generate. It displays dashboard, module, and content links. Couple with this type of data, you will be able to see user ownership, security type, shared/view access, create and modified date data.

 

Column Name Description
Dashboard-Module-Links Created content name, shared/not shared.
Item Specify Type of content (Dashboard, Module, Link).
Owner Owner of content
Shared to User or groups that have access, specific sharing rights.
Security Specify Shows whether shared access is public, from a user, or group.
View Access Viewing rights from users or groups (design rights or not).
Modified Date Last logged date the content has been changed/modified.
Creation Date Date in which the content was created.

 

FS02.User/Group Access on FS Content:

This report shows what content a user or group has access to.

Column Name Description
ID The ENPTREEENTRYID where the user belongs to.
User/Group User/Group Name and their access to certain content.
Security Specify Access Type: public, user, or group.
Access Items Content each user has access to.
Item Specify Type of content (Dashboard, Module, Link).
Creation Date Date in which the content was created.

 

FS03.Top Viewed Links in Framework Services:

Links that are captured and logged in the database if the Auditing feature is turned on. (See LBI Auditing Part 1 of how to set this up.)

Column Name Description
Names Names of the FS Links.
Access View User access.
Access Value Access level to a certain user or group (if public at all).
Views Count How many times a link was viewed

 

For more details on these admin audit reports, check out Part 3b “Overview of Reporting Service Admin Audit Reports” and Part 3c “Overview of Service Now Admin Audit Reports” (coming soon).

Why Do Schools Need ERP Software?

School management enterprise resource planning (ERP) software platforms has proved to be a valuable place in the education systems operations. With centralized dashboards and streamlined operations that take care of the automation and technological needs, teachers – especially in this pandemic environment – an spend more time teachers and parents and students have easier experiences with their school’s online ERP platforms. Mrudul Modh, chief NetSuite Consultant of VNMT, shares an article on CoFounder Magazine showcasing more reasons why ERP software platforms would greatly benefit schools.

Automation. “ERPs are adept in automating your backend and frontend processes so that you can function with a tremendous amount of efficiency. An ERP platform would help you compile a report of the total amount of expenses you incurred in the last financial year.”

Aids with Prompt Decision Making. “One of the critical highlights of deploying an ERP platform for your school is that it helps with prompt decision making. School management ERP platforms can generate reports in bulk for administrative tasks like admission, fee payment, etc.”

Beneficial for Teachers. “When you have ERP software platform deployed, teachers can get respite from the administrative tasks placed on them. In this manner, they can concentrate on the primary functions at their disposal. From keeping a tab on attendance to uploading report cards, school ERP platforms can perform a vast range of functions.”

Advantageous for Parents. “School ERP systems comprise built-in tools that would foster a significant connection between teachers, students, and parents. Parents can avail real-time tracking of their child’s transportation, too, with ERP systems. So it is quite apparent that ERP systems help in maintaining the educational success of a school.”

Modh also points out that school ERP software platforms can also help with the course management system, which can handle everything from course scheduling to sharing the requirements of the course. School ERP software platform ultimately makes it simpler for everyone using it.

 

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6 benefits of having Enterprise Resource Planning in your pocket

Today’s workforce is dependent on real-time, on-the-go information and connectivity. Your enterprise resource planning (ERP) system can be the key to helping your business migrate to a more mobile workplace. Mobile ERP can keep your employees informed in real-time, as well as customer communications. Tech reporter Joe Devanesan shares an article on Tech HQ explaining how many businesses may have already adopted mobile technologies, though they may not be using them correctly or to its full capabilities. Devanesan provides 6 key benefits of having Enterprise Resource Planning in your pocket and on-the-go.

  1. Flexibility. Mobile-based ERP provides unrivaled convenience in data logging by making it easy for workers to enter all relevant data accurately without re-keying the data into back-end systems.
  2. Quality Data. Mobile-based ERP can be designed to capture bad data and erase it from entering your ERP system, thus helping you to collect data more easily.
  3. Greater Productivity. Mobile-based ERP also allows companies to gain a competitive advantage by providing instant access into real-time business data, while at the same time having the capability to take necessary actions on your mobile device.
  4. More Visibility. By having the ability to anticipate the demand, companies can evaluate the status of their business and plan in real-time with the information and data they get from different points.
  5. Agile Systems. For most users of the mobile-based ERP, it will allow them to simplify strenuous and time-consuming processes that would have been tedious and repetitive.
  6. Improved Quality of Service. With instant access to relevant information regardless of where mobile workers may be, mobile-based ERP enables any queries to be resolved and data to be provided to customers immediately.

Now more than ever businesses and businesspeople must be flexible as mobility will be more prevalent in the workplace.

 

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LBI Auditing Part 2 – Setting up Admin Audit Reports

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In LBI Auditing Part 1, we went over enabling dashboard auditing. This time we will go over how to set up special Admin Audit Reports to view more information about LBI activity via Framework/Reporting Services and Smart Notifications. These reports are for 10.6.0.0 and later but check with Infor if they are supported for older versions.

 

  1. Login to Infor Support Portal and go to the LBI Product Download page.
  2. Download the BI-Samples.zip file and unzip to a temporary location
  3. Locate Infor-LBI-Admin-Reports-SolutionPack.zip
  4. Login into LBI and go to Tools dashboard
  5. Click the Deployment Utility link and a Deployment Utility window will pop-up
  6. Browse for the solution pack mentioned in Step 3, select it and then click Import
    • NOTE: Framework Services content is delivered in a folder called fs; Reporting Services in a folder called rs; Smart Notification in a folder called sn.
    • No tab will be displayed for a service if the solution package does not contain a solution for that service or if the service is not registered/installed.
  7. When the import is completed, a screen is displayed with a tab for each imported package, click on a tab to view the import and additional details.
  8. If the import fails for any reason, try and correct the issue, verify zip file is not corrupt, re-import.
    • NOTE: Remove any applications directories where the import was successful to avoid duplicate content.

 

Make sure to check out Part 3a – “Overview of Framework Service Admin Audit Reports”  (coming soon) to get more insight into these reports.

Borders College Makes the Grade with Infor

Infor recently announced that Scotland’s Borders College has upgraded its investment in Infor SunSystems (to 6.4). Implemented remotely by Infor partner Kick ICT, Infor SunSystems will enable Borders to establish a platform for the digital transformation of its finance function. Per the press release, the upgrade will ensure Borders College operates from a fully supported platform, reducing the risk of downtime and costly emergency fixes. It will also enable finance, procurement, HR, health and safety, and other back-office functions with plans to digitalize student-facing programs. Hazel Robertson, Borders College vice-principal for finance and corporate services, says of the upgrade, “We are already looking to share our newly developed best practices with other colleges and look forward to even more collaboration in the future.”

 

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LBI Auditing Part 1 – Setting up Dashboard Auditing

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You may not be aware that LBI has many different auditing features. Today I’ll be talking about dashboard auditing specifically.

Dashboard auditing in a nutshell allows you to track what dashboard links and content are being accessed by your user base. This can be helpful for reviewing security permissions, getting rid of unused links, as well as optimizing overly used links/reports.

To enable Dashboard auditing you must have Administrator rights in LBI.

  1. Login into LBI and go to the Tools
  2. Select System Settings and go to the Dashboard Audit Section
  3. Select Yes to Allow Dashboard Audit and Save Changes
  4. Stop and restart the server for the changes to take effect.

Framework Services will now automatically capture and log relevant dashboard info to your LBI database table FS_AUDIT.

 

Make sure to check out the second article in this series, LBI Auditing Part 2 – “Setting up Admin Audit Reports”.

4 Keys for a Successful CRM Implementation

With the current pandemic still affecting industries over a year later, it is more important than ever that businesses keep their loyal customers happy and continue to attract new customers. The solution to this is harnessing the power of your customer relationship management (CRM) system. While implementing a CRM can be challenging, the return on investment is very rewarding. Though its deployment within an existing business requires a forward-thinking approach to ensure success. Krishna Panicker, vice president of product at CRM company Pipedrive, shares an article on Destination CRM explaining to organizations that with the right mindset, CRM implementation can be made seamless and pain-free for every person involved. Panicker explains how to make it happen with these 4 keys tips.

Choose the Right Tool. All CRMs are not made equal. Ensure the needs of the business are aligned with your choice of CRM… Choose a solution that supports your growth and think with a futuristic mind-set.

Understand Your Customer. Every aspect of the customer journey must be taken into consideration and the best CRM solutions can keep track of calls made and emails sent, as well as conversations that the customer has had with the support team. Through gaining this insight you are able to customize messaging and personalize communication, as well as identify areas to optimize.

Keep Conversations Going Between Teams. Business leaders must understand what the company needs CRM for and how it will be used across teams before embarking on the journey. It is a good idea to involve employees directly in the decision-making process: they will be the ones using CRM on a day-to-day basis and will be impacted the most by the solution you choose.

Leverage Integrations. Take full advantage of everything your CRM offers from the very first stages of its journey. CRM integrations often aren’t prioritized at the beginning, causing much of the application’s utility to remain untapped until much later down the line.

 

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5 Methods To Improve CRM System Of Your Company

The driving fore of most profit-based organizations are the customers. Keeping them happy and satisfied is the bottom line and will help your business thrive. A game changer for your company to manage your customers better is customer relationship management (CRM). Having a sound CRM system can better your current relationships with customers and help you find even more. However, in order to get the most of it, you should choose the best CRM system for your company and know what tools you have at your disposal. Business expert Rebecca Smith shares an article on Host Review on how to improve a CRM system for your company to better utilize this amazing tool.

  1. Train Your Employees – As you work on your salesforce partners list, focus on training employees on the basics of CRM. Plan to execute the training in workable phases.
  2. Observe Sales Cycles and Customer Behaviors – A successful marketing strategy depends on knowing what customers click. Companies can learn more about their customers from the information gathered. As such, they will prepare well for them.
  3. Detail Synchronization – Company CRMs should schedule everything from calendars, advisors’ meetings, and to-do lists. Check to see if the CRM you go for has several synchronization options. The more options there are, the better it is.
  4. Consider offering Personalized Services – Different companies are discovering ways to use their CRMs. It helps them serve customers better. They can attend to their customers’ unique needs. This ensures that they achieve a personalized approach.
  5. Staying Updated – Choose a CRM system that updates the company. The information is essential to direct marketers to channel their efforts. Better results come up when marketers focus on using the right information.

A CRM system is a worthy investment for any company that can use it right. Selecting the right one for your company starts with knowing what you need and how a CRM will help you achieve it. Find the right one will offer the most gains for your business needs.

 

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Linea Light Group Chooses Infor for Digital Transformation and to Centralize the Control of the Business

Professional LED lighting and design brand Linea Light Group has implemented Infor LN as part of a digital transformation strategy. The objective of the project, which was managed by Infor partner 2WS, was to redefine the group’s information processes for better business management of its individual branches for sales. Founded in 1976, with headquarters in the province of Treviso, Italy, Linea Light Group specializes in the design and production of lighting systems and solutions for indoor and outdoor environments, and is among the first European companies to specialize in LED technology. The previous ERP (enterprise resource planning) solution was disconnected from the various systems because the company needed to define a business management model common to all subsidiaries in order to harmonize operational activities in all foreign countries in line with the head office. Per the press release, Linea Light Group identified Infor LN as an ERP solution ideally suited to the needs of manufacturing companies. 2WS supported Linea Light Group throughout the decision-making and implementation phases of the project. The Infor LN implementation was based on the definition of core models, developed for each type of branch and agency in the group, according to their specific business needs. Future plans for Linea Light Group include optimizing the general model and evaluate the extension of Infor LN to other foreign branches and agencies, such as Dubai, Russia and Spain, as well as to the Italian commercial agencies in the group.

 

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