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Managing and keeping track of external documents like customer contracts does not have to be difficult. With a simple configuration you can archive customer contracts in Infor Document Management (IDM) and automatically associate the document with a customer record. This way you will always be able to easily find the document, without leaving the M3 user interface.
‘Big Data’ has been among the most popular buzzwords lately and being data-driven is a huge necessity today for all organizations. Rightly so. Businesses have the opportunity to leverage the abundance of digital data and insights readily available, along with the power of business intelligence to grow, increase the bottom line, and succeed. Long story short, either you make sure your business is data-driven or be ready to be overtaken in the future by the companies that are. That time is not too far.

An easy way of archiving external documents

The key to achieving this functionality is to use the contextual application for IDM, that allows you to associate documents in IDM with data displayed in your main application which in my case is M3.

Are We Lacking Common Sense and Business Intelligence in Our Data-driven Approach?

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Business Intelligence plays a vital role in the success of your company’s data-driven strategy. Learn how to implement your data-driven approach successfully.

Outsourcing invoice scanning - a suboptimization or a key enabler of AP process efficiency?

I’ve been having a lot of “outsourcing the invoice scanning operation” discussions with clients and other stakeholders.

Quality document control: let’s finally get out of the 1980’s

Unlike us humans, documents are not created equal. Among the millions of electronic documents stored on disk somewhere only a few are critical to quality and compliance. We call them by many names: quality manual, standard operating procedures (SOPs), work instructions, policies, guidelines, official templates, and more.

Looking for the new B2B communicator

2 min

Data and brand need to meet in a consistent manner for a marketeer to create great everyday marketing experiences.

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