RPI Consultants

Since June, 2015 Diamond Partner

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RPI Consultants
URL:https://lgug.workoutloud.com/Group/rpi
  • Increasing Efficiency with EDI Image Generation
    We recently covered how you can enhance the Infor process with Yoga Content. Another guest under RPI’s procure-to-pay umbrella is our vendor portal solution made specifically for EDI image generation. EDI is a great way to handle high volumes of both purchase orders and invoices, but with many solutions it can be difficult to figure out what happened to any given record if something goes wrong.
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  • Successful CloudSuite Projects Start with Engaged Leads & Users
    Recently, we discussed why it is so important to choose the right super users for a GHR Payroll implementation. These are the people who should be involved in design meetings from the beginning of the project. Doing this ensures that everyone is on the same page and that there are no surprises once we get to parallel testing the supervisor structure. If you're using a time to tenant system, something to keep in mind is to make sure that the supervisor structure is accurate for time approvals. Th...
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  • Understanding the Technical Backend of CloudSuite Implementations
    Let's talk about the technical backend and types of CloudSuite implementations. Some organizations are hesitant about a move to the cloud because they aren't in control of the underlying hardware or data center that they’re running. It feels like there's a bit of a risk in not managing and owning all the infrastructure. However, there's a false sense of security that can come with this attitude, because even organizations that have invested in a robust disaster recovery plans have discovered ...
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  • Enhancing the Infor Process with Yoga Content
    Our main goal with Yoga Content is ensuring our product offerings are synergizing together and serve more than one purpose. It's not just an AP automation tool with OCR invoicing because we expanded to provide the entire procure to pay and bring in automation steps throughout that entire process. All of this complements the Infor solution – we're not trying to redesign anything that tool is doing, but there are additional areas that we can enhance to help make sure the Infor process is efficie...
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  • Establishing your Essential Data for a Clean Conversion
    During CloudSuite implementations in the past, several clients have asked us to bring all of their historical data over to the new system. Obviously this is possible, but it's definitely not our recommended best practice. You can bring as much data as you want, whether the cost/benefit makes sense. If you bring over every piece of data from your old system just in case of a potential reference someday, then you’re just muddying up the reporting waters. We always have this conversation as part ...
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  • Yoga Content: A SaaS Solution with Out-of-the-Box Infor CloudSuite FSM Integration
    When it comes to AP automation solutions, there are a variety of options available to choose from. Some of these are cloud-hosted software, which is not necessarily the same as cloud-native, and requires additional administration that your organization may not have expertise in. A lot of these applications were written for client server-based architecture, meaning that larger software companies are basically hosting their legacy systems in the cloud, which is not ideal.
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  • Other Considerations before Embarking on a CloudSuite Implementation
    Last week, we discussed the importance of identifying the scope and timeline roadmap for your organization by conducting a pre-planning exercise. The same careful attention should be applied to any customizations, as well as any big-ticket reporting or analytics needs that are mission critical. Hopefully, these will be out-of-the-box from CloudSuite, but you want to understand the implications if you're going to need to work through them during the project.
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  • How Does Managed Services Work for a Healthcare Client?
    Last week, we covered what a managed services contract with RPI looks like from perspective of a longtime client. Now, let’s discuss what this contract might look like for a large healthcare organization who is also relatively new to us. Our team initially preformed a large-scale accounts payable redesign by leveraging Lawson v10, Perceptive Content, Brainware, and Yoga Flexible Software, forming a very complex and robust solution.
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  • Choosing the Right Functional Team Leads & Super Users is Crucial for a Payroll Implementation
    For an organization going through a GHR payroll implementation, ensuring the right people are at the table doing the work is so crucial to the success of their project. Their hands-on involvement will help you immensely during the design phase since they are familiar with the pain points and might have an idea about improving your daily business processes. Aside from having enough resources involved and making decisions, they need to have the capacity to take on what is required of them for the ...
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  • The Business Case for Moving to the Cloud
    Defining the business case for your organization to move onto a cloud based ERP system is not easy. The first thing you need to realize is that this type of project isn't driven solely by IT - all business areas that will be impacted by this project should have a seat at the table. This is when you start talking about where does Lawson (or your current system) meet your needs, and where does it fall short? Are there any outstanding pain points with the business applications that are in place tod...
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  • Infor Webinars by RPI are Back!
    A staple of the Infor user community is back again! Join RPI this December 6th-9th for a complete slate of fresh Infor webinars.
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  • Don’t Wait on Managed Services Until It’s Too Late!
    Recently, we discussed what a managed services contract with RPI looks like for a client who needs on-demand Perceptive Content and Brainware support. In addition to creating Learnsets, for this client our team also made enhancements to the line matching functionality within Brainware. This allows them to easily read important invoice details such as PO number, company name and address, but also automatically matches the lines of each PO, reducing clicks and manual work, overall.
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  • Making the Business Case for Multi-Tenant Payroll
    How exactly does one make the business case for implementing the new GHR payroll solution? The first step is knowing exactly what this project entails, such as ensuring you have the right budget, understanding the requirements of a payroll implementation, what resources you will need, as well as a typical project timeline. An important question to consider is why hasn't your organization made this move yet? If there are decision makers listening to the business case, you should be prepared to ma...
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  • How to Prepare Legacy Data for a Conversion
    Last week, we covered how to handle different kinds of data ahead of a conversion. Data conversions for CloudSuite are an extremely complex process and it's important to know what you can do to improve this process. One of the main reasons they are so complicated is because data is structured differently in the cloud than it is in legacy systems. CloudSuite has a lot of data integrity rules in place to ensure that business objects are complete, accurate, and can relate to the master data and oth...
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  • The Advantages of a SaaS-based AP Automation Solution
    One of the main advantages of a SaaS solution is that it’s managed, which frees your team from worrying about anything software-related, allowing you to focus on your organization’s core business objectives. Unfortunately, many enterprise solutions are limited in terms of which fields or master data you can bring into the system. This gap is where RPI’s Yoga Content solution really shines, as it is customizable to your needs and extremely flexible.
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  • How does Legacy Data get onto the Cloud?
    We’ve discussed a lot about implementing GHR Multi-Tenant Payroll on this blog, so let’s dive into some of the specifics of the system. Payroll History Import is a business class delivered by Infor that allows you to bring S3 data over to GHR. This means you still have access to historical data and the ability to review payroll, the pay employee paychecks, and other kinds of details in GHR, instead of having to access S3 data. As we have said many times before, you should limit what you brin...
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  • How to Handle Master, Historical, & Transactional Data Ahead of a CloudSuite Implementation
    The conversion scope and strategy that we decide on during a pre-planning engagement has a pretty big impact on the structure of the overall transition project, as does the work effort and direct cost for this implementation. Let's discuss how and what we focus on during this important phase in the pre-planning project, as well as what it means for your overall implementation.
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  • The Origins of Yoga Flexible Software
    We’re going to transition away from our managed services blog series for a couple weeks to discuss our Yoga Flexible Software Suite of products, why RPI Consultants decided to develop it, and what it can do for you. Yoga Connect is where this story begins, a handy piece of software formerly known as Lawson Com Object, developed by RPI Partner Richard Stout. All of our Yoga products stem from two decades of experience in software and management consulting.
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  • Saving Time & Energy with Infor's Web UI Configuration Console
    Over the past two months, we've been discussing some of the exciting new features of Infor's Web UI Configuration Console. Our focus in recent weeks has been on how the system handles snapshot creation & validation and enables users to effectively manage changes throughout the process. When there are multiple developers working on several different things simultaneously in the same development environment, the change management tool is invaluable when it comes to keeping everything organized and...
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  • A Day in the Life of a Managed Services Contract with RPI
    What should you expect if you have a managed services contract with RPI? To start, we utilize an easy-to-use ticketing system to report and track issues. For example, one of our clients audits our changes to their production environment on a yearly basis. The reporting we provide makes this process easy - as simple as sending an email to your custom ticketing email address provided by your RPI project manager.
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  • Responsibilities of a Functional Team Lead for GHR Payroll
    Now that we've covered why implementing GHR Payroll is different than previous versions, let's discuss defining your project team and what their responsibilities should be. Make it a priority to ensure that the functional team lead can be fully dedicated throughout the lifecycle of the project. This is not a situation where someone can only dedicate a few extra hours a week to design your new payroll system. Instead, you need to backfill & have someone handle their usual duties so that they aren...
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  • Validating Snapshots is a Breeze with the Web UI Configuration Console
    Last week, we discussed how to create a snapshot of tagged items within Configuration Console. This action is similar to a CD import or import configurations utility. Once it comes up, you specify the file name and the system will pull it into a list of imported snapshots. This allows you to see a partial list of all the snapshots that are currently imported, but have not been applied yet. Each time you apply a snapshot to a configuration, they disappear from this list, which helps manage upcomi...
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  • OCR Fine Tuning with RPI’s Managed Services
    Last week, we explained how RPI’s managed services offerings can be customized by Support Tiers. When it comes to the systems we support, the most common applications our clients contract with us for are Perceptive Content, Brainware, OnBase by Hyland, Kofax solutions, and Infor CloudSuite, in addition to legacy Lawson solutions, and many others. Please reach out to us if you are wondering whether we can support your system with managed services!
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  • What makes implementing GHR Payroll different than previous versions?
    If there is one takeaway you have from our CloudSuite HCM blog, it's not to wait until S3 is decommissioned to begin preparing for the upgrade to v11. So that you understand the level of effort required, let's use a basic company structure as an example of what a migration project looks like. Let's say the migration is for GHR Payroll with Absence Management (AM) for roughly 8,000 employees at a 43-week timeline. You could potentially cut some of that time out if AM is not being implemented alon...
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  • Creating a Snapshot of Tagged Items in Configuration Console
    For the past few weeks, we have been discussing how to manage tags within the Web UI Configuration Console. Once you have them in their appropriate bundles, the next step is creating that snapshot. A “create snapshot” link should appear on the bundle screen, which will bring up another screen when you click it. This is where you give it a specific name (we recommend including date and time) that will make it easy to locate among everything else.
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  • A Managed Services Support Tier for Everyone
    Last week, we discussed how RPI empowers clients through custom managed services agreements. These can be modified in a variety of ways, including varying Support Tiers based on your needs, ranking from Tier 1 (basic help desk support) through Tier 3 (custom development, coding, proactive monitoring, and maintenance). Each tier can be adjusted or further customized to what works best for your organization. These agreements are available for any of the enterprise software solutions RPI specialize...
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  • The Deployment Strategy for Infor Government Essentials
    Last week, we discussed the fact that a cloud migration is not an upgrade, but rather a reimplementation. If you treat it as a straight push to the next version, you're going to miss out on functionalities that could be very beneficial for your organization. Framing this as a reimplementation means understanding that although it's the same vendor, same products, and same product line, the capabilities are totally different and require a more intense level of effort that just an upgrade.
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  • Considerations Before Selecting a Go-Live Date for GHR Payroll
    Last week, we discussed how to create the business case for GHR Payroll. One of the most important questions to answer is when do you think you can implement it? Once you're on GHR, you can start looking at a go-live date. We recommend January 1 - it's the cleanest way to do payroll and payroll history, year to date payroll, and a W2 all in one system. Once a go-live date has been set, then you have to decide when you will decommission S3.
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  • How to Manage Multiple Tags within a Configuration
    Last week, we covered how bundling tags makes it easy to keep configurations organized. These are easy to make changes to if necessary, but keeping up with those changes and how they impact the configuration can be overwhelming. With the Web UI Configuration Console, you can manage changes with your tags, update them, or tag other things as go without losing track of anything. Once you've gone through the import process, you can come here and see what's changed with a specific tag. The configura...
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  • Empowering Clients through Custom Managed Services
    Now that we’ve covered the flexibility of a managed services agreement, let’s discuss how it can be customized. This boils down to how much assistance is estimated to be needed, which type(s) of assistance are needed, and which combination of resources are the best fit, depending on the systems and solutions in place. It is of the utmost importance that consultants with appropriate skills and knowledge levels are involved and actively working on client teams as a seamless addition.
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  • A Cloud Migration is not an Upgrade, It's a Re-Implementation
    When it comes to the Infor solution perspective for Essentials, there are certain things you'll want to take advantage of, or at the very least consider implementing in the financial component of the system.
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  • How to Create the Business Case for GHR Payroll
    You know what the end game is when it comes to migrating your payroll processes to the cloud, but sometimes it can be hard to articulate the reasons for such a massive undertaking. Is it going to save you hours a week because you'll be able to optimize your processes? No, but it's an opportunity to re-examine everything that was built decades ago through the lens of your current team. This will allow you to figure out what you need to support payroll based on where your organization is today.
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  • Bundling Tags to Keep Configurations Organized
    When you're in Configuration Console working on a particular item, sometimes you may have have two user fields, a list view, and a form all together. All of those components (or however many components make up one development item) can be grouped together with the same tag. When we're looking at bundles then, it's basically a collection of tags - a tag is a collection of configurations, and a bundle is a collection of those tags. This becomes useful when it comes time to deploy or release these ...
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  • The Flexibility of a Managed Services Contract with RPI
    Last week, we introduced some of the different ways managed services could potentially help your organization. Although we won’t go over everything that you could get out of managed services, it’s worth repeating that you get what you want out of it – the scope of your contract is totally up to you. Whatever your specific needs are, we will make sure to address them.
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  • Combatting Change Management Resistance in the Public Sector
    When it comes to ERP implementations, we've seen organizations struggle with more than anything is the whole change management piece. It is human nature to be resistant to change - even people who work in the software industry still complain when Microsoft Office changes the menu ribbon. Back to ERP, these are very complex systems, and sometimes the changes you need to make are non-trivial. You're basically doing something fundamentally different, especially if a customer is coming off a long ti...
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  • Improved Data Security & Simpler Software Updates with GHR Payroll
    Last week, we discussed some of the pros & cons of GHR Payroll. One of the biggest benefits of Infor's multi-tenant cloud is that the cost of software, hardware, and databases is shared across multiple organizations. It's very secure and each set is isolated from everything else, so it's not just a big soup of data in there. The only problem you might run into is not having access to the data right when you want it. Since other organizations also store their data on there, it has to be moved out...
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  • Moving Configurations between Environments is Easy in the Cloud
    Last week, we discussed how much easier it is to manage changes in the Web UI Configuration Console. Since everything is in one environment, all of the configurations are in one place and can easily be moved into a test or production environment using the Configuration Export. This feature works as an all or nothing type of thing, meaning that it basically dumps everything out when you run it, but you can also go through and piecemeal things. The easiest way to upload configurations is as that b...
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  • What Managed Services Could Be Is Up to You!
    Lately, we’ve been discussing what is not managed services, so now let’s take a moment to dive into what it is and what it can do for you. Ultimately, it’s up to you in terms of how you want to approach your managed services contract. One of the biggest features of our managed services offering here at RPI Consultants is on-demand support. Not only does this guarantee that you know who to contact for issues, but also eliminates scope concerns and the need to contact multiple vendors if you...
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  • Flexibility is the Key for a Successful ERP Implementation
    We spoke last week about ensuring your critical business processes are not interrupted during an ERP implementation. That is information we make clear to our clients by providing a staffing plan that for both our resources and their resources. We break this down by phase, position, and role so they have that visibility of who will be needed and how much will be needed, so they are prepared for the staffing replacement model that works best for their organization. This is critical to success with...
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  • Some Pros & Cons of GHR Payroll
    Since we've covered the reasons you should care about GHR Payroll, let's discuss some pros & cons. If you're on-premises today (which a lot of people are), then you own the hardware, the software, and the database. The good thing about this is if there's any kind of processing speed issues or you need to add more resources for the system to work better, then you have control over that. The flip side of that is if there's any issues, you need to buy new hardware and license the software yourself....
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  • Managing Changes with the Web UI Configuration Console
    Let’s continue our discussion around the functionalities of the Web UI Configuration Console. It used to be that if you wanted to look at the LPL for a business class in Rich Client, you had to actually create either a personalization or a configuration to get to that base LPL, which was also the only the main business logic. Now, you can view the definition of the list, forms, card views, pages, menus, everything that can be configured and navigated to within the system, allowing you to see t...
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  • Ad Hoc Support and Managed Services Are Not The Same
    Let’s expand on what we discussed last week in terms of a managed services offering versus an SMSA. To be entirely honest, there’s not a huge functional difference between ad hoc support hours and managed services hours, except that the latter offers significantly more scope flexibility. Rather than outsource a managed services contract to another company, RPI resources are available to assist with whatever helps you derive maximum value from your software, be it Hyland’s Perceptive Conten...
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  • Ensuring your Critical Business Processes Continue throughout an ERP Implementation
    Last week, we spoke about the importance of backfilling key personnel in the preparation phase of an implementation phase. We have both seen clients budget for the backfill but not execute because they thought it would be too difficult to actually follow through on that. This is a very big factor in success, and it means you need to start looking at the punch list. Is the executive leadership involved, do you have the proper resources assigned, the right project manager, and the right partner? T...
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  • An Updated Report Console & LPL Viewer in the Web UI Configuration Console
    Last week, we discussed the console view on the Web UI configuration console. There is also a report console, which is a very easy way to track down reports that have been generated and find out who they've been shared with and who authored which report. It provides an easy way to see the filter information defined on those reports, locate the source of certain data, as well as generate and edit the orientation of a PDF.
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  • Managed Services Offering vs. SMSA: What’s the Difference?
    As discussed last week, there are a variety of challenges that come with retaining and managing top-level enterprise software technical resources, whether for Perceptive Content or nearly any other ERP or ECM solution. It is of the utmost importance to retain either direct employees or outside resources or consultants who have the right skills and experience for the unique software combinations that form your environment. RPI Consultants’ managed services offerings are flexible and cost-effect...
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  • The Evolution of ERP and The Future of Applications
    The Origins of ERP Enterprise Requirements Planning (ERP) systems were created to solve a series of problems organizations had 25 – 30 years ago, mainly data and process inconsistency. In the early days of enterprise applications, many organizations had systems which were centered around functional areas – Finance had theirs, as did Procurement, HR/Payroll and other teams. This application era was commonly referred to as “best-of-breed”. The applications worked for the respective func...
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  • How to Prepare for an ERP Implementation Without Impacting Daily Processes
    Early on in an ERP implementation for the public sector, it's important to consider three things about the team: quality, quantity, and availability of your staff. If there are any shortcomings in those aspects, the risk of the project failing increases tenfold. Although it may feel uncomfortable in the short term to reassign people's duties, putting the right people on it from the beginning will work out in the long term.
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  • A Streamlined Experience with the Web UI Configuration Console
    The console view is the first thing you see when you enter Configuration Console. Some key features are the search functionality, which means no more navigating through the tree as you do in Rich Client. It's very easy to come in here and search if you know the configuration name right off hand, or you can go by business class type and status. Some other things that we want to point out on the homepage are the edit and activate buttons, which let you edit the LPL once you find that configuration...
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  • How RPI’s ECM Managed Services Saves You Money
    As we discussed last week, one option for filling gaps in your organization’s technical department is to purchase a managed services offering, whether for Perceptive Content or any other ECM, ERP, or enterprise software solution. It can be overwhelming and expensive for an internal team to manage and optimize these complicated solutions, or even to handle upgrades, while also taking care of other important work duties. This is one reason why RPI Consultants includes a project manager in all of...
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  • Active Executive Sponsorship & Proper Resource Assignment: Keys to a Successful ERP Project
    When comparing on premises and cloud implementation in terms of success criteria, the biggest criteria time & time again is executive leadership and sponsorship. What these two things do is set the vision and help people understand why you’re going through this migration, what’s in it for the organization, what are the expectations, etc. In making sure all of that is communicated to the organization, they establish governance, which is vital to the success of a project. This is a term that g...
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  • Why You Should Care About Global HR Payroll
    Let's talk through what a CloudSuite HCM project looks like from the perspective of the implementation partner. RPI has been involved at executive management level on a lot of them, so we've seen what helps a project become successful, what the common roadblocks are, and some of the things you can do today to help you get there. We're also going to address the why, what, where, when, who, and how of moving to the multi-tenant cloud.
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  • Configuration Console Widgets Make Personalizations Easy
    Continuing our conversation around the Web UI version of Configuration Console (which comes available with Infor CloudSuite), another widget you will come across on the homepage is Invalid Configuration. This is very helpful prior to and after CU when you're trying to verify everything to ensure whatever is coming over won’t break anything. In the event that it does, this widget will call it out very clearly so you have the ability to go through an make the necessary updates to get everything ...
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  • Balancing Out Your Team with Managed Services
    Let’s go a bit further into how you can balance your team using managed services. Suppose your organization is in the process of upgrading to the latest version of Hyland’s Perceptive Content ECM software. Generally speaking, when RPI has supported clients through this type of project, we find that they usually need end user training and support, training, as well as custom development and system optimization or fine-tuning. Many of these needs aren’t even known until later into the implem...
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  • Supporting Customers in the New ERP Landscape
    If you can't already tell, we really love to discuss the recent evolution of ERP and its technology. As a delivery organization, something we're constantly trying to figure out is how can we best support our customers in this constantly shifting landscape. New systems and capabilities are constantly emerging, and we are faced with the challenge of trying to get our customers to change their mindset about the systems. Everything's had to change on the vendor side: the training system, the support...
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  • Action Reversals in Infor Global HR
    The next thing we're going to discuss around data correction is action reversals. An example of when you would need this is to reinstate an employee into GHR who was terminated. The reinstate is a delivered action that network came out with maybe a year ago or longer and we think it's a pretty neat action. Basically, if an employee is terminated and their work assignment is inactive, this reinstate action becomes available so you can use it to un-terminate somebody.
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  • Configuration Console - One of the Most Exciting Features of CloudSuite
    Pivoting away from general CloudSuite knowledge, let’s take a deep dive into one of its most exciting features, the new Configuration Console. Of course, this application has been around for a long time in the rich client, but Infor has made it available on Web UI. There's a lot of new functionalities that we want to highlight and showcase in this tech series.
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  • Work Smarter (not Harder) with Perceptive Content Managed Services
    Supporting multiple enterprise systems, including ERP and ECM software, is a challenge for many organizations. This is particularly true when knowledge is siloed, or when it is unclear which resource to reach out to internally to solve a particular issue. While many have heard of managed services support options, there are lots of people unclear about what exactly it does or does not consist of (or how it can be tailored).
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  • How Does the Cloud Increase Vendor Efficiency?
    We've been talking a lot about feature functionality, so let’s shift gears a little bit. One of the things that's the major advantage of the cloud and SaaS is the fact that it increases vendor efficiency because they no longer need support multiple versions of the software. One of the fundamental differences about applications being sold and deployed today is that the technology and capabilities of the applications themselves are advancing fairly quickly, regardless of vendor.
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  • Audit Inserts for Employee Records in Global HR
    In recent weeks, our focus has been on addressing various ways to correct data within the GHR system. Some topics have included canceling future actions and understanding the total scope of a correction, so let’s continue by looking at audit inserts.
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  • Ways to Support Your Team During a CloudSuite Implementation
    Keith & I have spent a lot of time digging into the technical side of a CloudSuite implementation and detailing the various things that must be taken into consideration ahead of kickoff. The other, equally import side of the coin is the people who are involved in the migration.
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  • The Constant Evolution of a Cloud-Based ERP System
    We've discussed a lot around the Infor Government Essentials packaging for public sector and its streamlined implementation approach. The program itself is a journey - the first phase focuses on the core ERP capabilities, which is everything you need right off the bat, and then the following phases are when you can add in other applications. The good thing about deploying the Essentials program is that you can do measured enhancements or capability increases over a period of time.
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  • User Interaction & Document Management
    We covered some of Yoga Content’s EDI & OCR processing capabilities last week; now, let’s look at one of the ways it can help users manage documents. When it comes to spaces where users can interact with each other within enterprise content management solutions, there are some good workflow-centric use cases that may not be handled well by Infor Process Automation (IPA) or other case management flows. Having robust options for interaction within your ECM software can help to cut out much of ...
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  • Ensuring the Audit Log is Up to Date within Multi-Tenant Payroll
    We have covered several topics concerning the multi-tenant payroll system, such as handling the true scope of data correction and handling the effective dated queue. After last week’s discussion around changing an action in the future, so let’s transition the conversation to audit log updates and changing a past effective date to another past effective date.
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  • All About Data: What to Consider Ahead of a CloudSuite Migration
    Every organization is different when it comes to their data and what needs to be brought over during a cloud migration project. Although we don't recommend bringing over more than a year's worth of historical data, some may require more than that for certain business processes or legal requirements, so it's important to take stock of your data before getting started so that you can avoid the transfer of unnecessary data.
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  • EDI & OCR Processing Capabilities in Yoga Content
    Our introduction to Yoga Content last week provided a brief overview of some of what this premium service can offer. EDI capabilities are another cool feature, so let’s take a look at that. Something we add when converting documents through Yoga is an EDI image generator. This allows us to send in EDI files (anything from an EDI 8.10, 8.55, 8.60) and then generate images to return those back to IDM. Not only are we getting those images back, but we can also process the untranslated images. Thi...
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  • Canceling a Future Action in GHR Multi-Tenant Payroll
    We discussed how to properly handle the effective dated queue last week, so let’s cover canceling an action in there. If you realize that something was entered erroneously, like someone retired but then decided to come back, you have the ability to cancel this action if it's in the future.
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  • Adding Value Outside of the Core ERP System
    Last week, we covered how you can add value to the core system delivered with the Infor Government Essentials program. For a public sector entity, the consideration should be on your resources that are outside the core system, so think something like utility billing. Where do you want to be able to start focusing more resources? Where do you want to direct someone’s time & attention who was previously working solely with the legacy system?
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  • How to Mitigate Challenges with Technical Development in CloudSuite
    Last week, we discussed the importance of implementing change management strategies ahead of a CloudSuite migration. These projects revolve largely around the technical development, which is always one of the most challenging parts for our clients. This is partially due to the differences between interfacing with a legacy system and a cloud-based program, but also to the impact is has on daily business processes.
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  • A Look at RPI’s Yoga Content Solution
    In our ongoing discussion around ECM software, we have covered how IDM, Kofax Express, and Spreadsheet Designer Plus capture documents. We’ve also introduced you to our Yoga Connect import tool, so now, let’s dive into our Yoga Content solution. It is cloud-native, multi-tenant solution that has powerful integration with Infor CloudSuite FSM, and features both cognitive services and workflow, meaning not only can you capture documents, but you can also extract data for enrichment, or bring i...
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  • The Core of the Infor Government Essentials Program
    We have already introduced you to the Infor Government Essentials program and discussed how it encompasses the core scope of an ERP project. We’re going to dive into this further from an HCM financial perspective to explain what this “core” is and what sort of extended functionality could be implemented or deployed downstream.
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  • How Change Management Enables Employees to be Successful
    Over the course of our conversation around pre-planning, we have emphasized the importance of prioritizing change management during an ERP implementation many times over. Handling this effectively maximizes the return on technological investments by enabling employees to successfully adapt to this change and sustain its momentum. In today’s climate, businesses across all industries are implementing new technologies, undergoing cultural shifts, welcoming new leadership, and reimagining how and ...
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  • Handling the Effective Dated Queue Correctly
    In our ongoing conversation around data correction within the multi-tenant payroll system, we discussed how the effective dated queue impacts the total scope of the correction. When you change an effective date in the queue, you can only change a future effective date to another future date – a current or past date will not be accepted by the system.
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  • Recapping RPI's First CloudSuite Bootcamp
    Last week, a group of Infor users came to our Baltimore office to attend our very first CloudSuite bootcamp. The goal was to make sure everyone left with a better understanding of how CloudSuite works and provide them with knowledge gained through our team’s experience with the product. This three-day, intensive training session was conducted by some of our Infor certified consultants (Richard Leigh Stout, Jeremy Stoltzfus, Chris Ruszin, and Alesandro Gargano to name a few) and covered topics ...
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  • The Benefits of Kofax Express
    We discussed how we use IDM Capture last week, but we also work with Kofax Express to capture documents. Built with scanning in mind, it is a lightweight software that can be installed on a single desktop. This solution doesn’t require server administration, and it can be a great addition to some technology stacks because it has a very small footprint.
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  • Understanding the Total Scope of Data Correction
    Last week, we introduced data correction in GHR and what some of your first steps should be. It is important to understand the total scope of the correction that you have to make. We are going to cover some things that can help you get a good idea of what the issue is that needs correction. The first thing to do is update the effective dated queue, which is done by changing an effective date and canceling a record. This is a repository for future dated approved actions. If you have a hire that's...
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  • How to Approach an ERP Implementation from a Delivery Perspective
    Last week, we introduced you to the 60/30/10 concept for implementing ERP systems. Let’s move on to how to approach this project from a delivery standpoint. Looking at this from an ERP SaaS standpoint, the biggest challenge we have encountered in talking to hundreds of customers before they move to the cloud is that there is a mindset shift that the customer needs to have about taking what the vendor delivers out of the box. It may not be exactly what they have envisioned, but it's going to wo...
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  • Data Correction in the GHR System
    Following our discussion around inputting historical payroll data, we want to go over correcting data within the GHR system. Our general approach is to first identify all the data and subsequent actions or processes that may have been affected by this error. You might have implications down the road for absence management or benefits where somebody changed eligibility. Now you need to end their benefit plans or stop deductions out of the export. Other issues like incorrectly transferring someone...
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  • Capturing Documents Going Forward
    Over the past several weeks, we have covered how to handle the historical data process using the IDM bulk import tool, Spreadsheet Designer Plus, and Yoga Connect. Once you've got your historical documents taken care of, it is important to consider how to optimally capture documents going forward.
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  • The 60/30/10 Approach to ERP for the Public Sector
    ERP systems for the public sector have come a long way in the past two decades, so let’s go over some of the improvements that have been made. If you wanted to change the user interface on a legacy system that an AP clerk or an HR person would use, a programmer would be required to rewrite the code behind the screen to determine what fields were visible and how they act when data is uploaded. The Essentials package is more configurable through power users that write queries for their departmen...
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  • How to Complete a Successful Migration to the Infor Cloud
    How does pre-planning for your organization’s CloudSuite migration benefit you? It minimizes the risk of the project being over budget or timeline, or even project failure all together. Having our consultants guide you through this process gets everyone on the same page as in terms of what your goals are and what resources are needed to get it done.
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  • Data Enrichment with Yoga Connect
    Last week, we introduced the Yoga Connect IDM importer tool and briefly discussed how it interacts with data throughout the import process. Now, let’s dive into some of the pros & cons of using Yoga Connect when dealing with historical documents. Continuing with our invoice document example, this scenario is one of the cons of using an IPA flow for this type of process – it is harder to handle data errors as you do not have the same functionalities as Yoga Connect to resolve issues.
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  • How to Properly Purge Data in GHR Multi-Tenant Payroll
    In our ongoing conversation around Payroll History Import, we spoke last week about how to handle purging tables. I’d like to bring your attention to the purge process that Infor provides within the GHR system. If you find yourself in a situation where you haven't run your pending payments, or there's still an outstanding pending payment, or perhaps none of them has been processed, there is still a way to purge that data. Infor recommends you purge pending payments first, so once you click the...
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  • What are some of the benefits of pre-planning for CloudSuite?
    Over the course of our discussion around getting ready for CloudSuite, we have covered a variety of topics about how your organization can benefit from this monumental change. Not only is this an excellent chance to get everyone on the same page in terms of long-term goals, but it also presents an opportunity to clean up your master data and eliminate anything unnecessary. Pre-planning for your migration to the cloud is all about minimizing the risk of a project going over the budget, timeline, ...
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  • The Process of Payroll History Import within GHR
    We have previously discussed Payroll History Import and the way it processes pending payments. Let’s take a closer look at how that works within GHR. The system takes all pending payments and creates a bunch of tables, a payroll payments record, as well as a payroll register. If you process that Payroll History Import, it will prompt you to create checks (also known as a payroll registry). Once these have been created, all wages and deduction tables will be updated. This process creates the bi...
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  • Converting Documents with IDM & IPA Flows
    Last week, we discussed the pros & cons of using Spreadsheet Designer Plus to convert historical documents for migration from a legacy on-premises system to a cloud-based environment. A second option for how to enrich data for this type of task is to use an IPA flow for data enrichment and mapping. Both of these methods will still use the Infor Document Manager Bulk Import Utility Tool post-data enrichment. For this method, first the data is uploaded to IDM and then it is important to update eac...
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  • How Eliminating Customizations Benefits Vendors & Customers
    Last week, we discussed why the need for customizations is eliminated by a cloud-based system. Let’s dig into why it is beneficial to keep the version the same for all customers. There's a tremendous advantage to doing so, both for the vendors and customers. The one that you mentioned that is the most important is the vendor is the only one supporting the version of the software. Anyone who has worked as a vendor would agree that even when there was only an upgrade once every one or two years,...
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  • Identifying Errors During a Payroll Import
    It takes a while to evaluate all your data before spawning a couple of queues to process all that data. Keep in mind that if you are processing like 800,000 records, it will take several hours to process that data. That's why we recommend only bringing the first 10 or 20,000 records over at first. Then you can process that load as one file and make sure that they are within the payment master before bringing up your record types.
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  • Pre-Planning: A Chance to Organizational Alignment
    Some people ask us, "If I do pre-planning, does that mean I don't have to do planning during a project?" I want to emphasize that is not the case at all – planning throughout the project is equally as important as pre-planning. This is true even during implementations where there will be a time for planning during each individual phase. You can’t prevent things from happening over the course of a project, but you can prepare for it by allotting space on your timeline from the beginning. We c...
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  • Spreadsheet Designer Plus: A Manual Process
    When it comes to converting historical documents to IDM, the first option we’re going to recommend is Spreadsheet Designer Plus, a bulk import utility tool provided by Infor with CloudSuite. The process is a relatively manual one. First, we’re going to index data from our historical documents, and then we're going to query data from Infor FSM. We’ll manually pair that index data in Excel or an equivalent database before formatting it. Finally, we’ll export our documents out of Percep...
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  • How a Cloud-based ERP Reduces the Need for Customizations
    We recently touched on something that's really important about CloudSuite, which is the fact that the customizations are not really necessary. One of the principal things that happened in the ERP space over the last 20 or 30 years is a diversification of systems. It used to be that when I put a system in for a client, it was designed to work for multiple companies of various sizes and vertical industries. This meant that almost everybody who installed one of those systems would have to tweak it ...
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  • A Custom-Built Flow for S3 File Extraction
    We have already covered loading time & deduction records from an S3 environment to the cloud, so let’s dig into the flow we built to automate this. Essentially, this builds the email footer. Using that parameter, it extracts that data and produce a file. The key thing is the SQL, which is what RPI built to automate the whole extract and populate those three record types in the system. For each parameter, we extract the file and move it to the SFTP server for CloudSuite, and then use it again l...
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  • Why Research is Important Ahead of an ERP Implementation
    To be as prepared for a CloudSuite implementation as possible, one thing you can do today is your own independent research. You can definitely engage with a partner because we're here to offer our services and our expertise, but it is also beneficial to talk to other customers and ask them what their experience was like. You’ll hear about projects taking anywhere from "18 months" to "two years," as well as stories about huge projects that were really resource dependent, so you can figure out w...
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  • The Importance of Good Indexing Structures
    Last week, we introduced IDM and how it works in conjunction with CloudSuite FSM. Here, we will continue to dive into IDM, and specifically will be taking a look at indexing structures. One important thing to consider, ideally before beginning an ECM or IDM conversion process, is file type. When working with IDM, we recommend utilizing PDF images due to how web browsers natively handle them. Within IDM, clicking on an image on the right-hand side of a PDF opens a new tab where we can look at tha...
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  • Infor Government Essentials: A SaaS Based Solution
    One of the things that Infor has done over the last several years is invest heavily in a move from on premise ERP to the cloud. Most vendors in this space are doing this and there's a couple of reasons for this. It’s profitable for the vendors and it gives the vendors themselves the capability to enhance and improve the products.
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  • Loading Time Records & Deductions from S3 to the Cloud
    Recently, we’ve been discussing the conversion of historical data and how to load it into your Payroll system. Let’s bring your attention to time record date. It's common to load a period end date in there, which is something that goes for paymaster, PR time, and deduction tables as well. Some people use that to fill in time record (which is fine), but it's not the true detail of when the employee worked on that day, so bring in the actual PR time as a field called time record. S3 has a fiel...
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  • How Pre-Planning Prevents Resourcing Gaps
    "Whenever we engage with teams that have done their homework ahead of an implementation, it makes things move so much more smoothly. The level of resource that you need to bring to the project is going to be impacted by the clarity of the scope and timeline. In addition to what's being implemented and in how much time, understand that you're calibrating to how much resource you're going to need. If you're planning to implement everything under the sun in 9 to 12 months, you will need a huge amou...
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  • Invoice Image Mapping with IDM
    Let’s say you're moving to Infor Financials and Supply Management (FSM), and you're planning your migration. Part of what you need to consider is your historical data. That includes your invoice transactions, general ledger data, purchase orders, and everything in your existing system today that you're going to migrate. An important consideration is how to get those images out of your legacy content management system into Infor Document Management (IDM) so you can see those transactions in con...
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  • How Infor Government Essentials fits into Public Sector
    On a recent visit to our Baltimore headquarters, Joe Hoover met with Mike Guay, a VP of Customer Success at Infor and former ERP strategist at Gartner, to discuss the current state of the public sector. Mike focuses on improving the customer experience and cloud-based operations, so he was able to provide Joe with insight onto how the Essentials program fits in to the picture.
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  • Best Practices for Importing S3 Data
    Here are some tips & tricks for using Payroll History import that we have accumulated through our experience with the tool. Our team has been doing this for a while, so maybe this information will save you any trouble that may arise as you use the product. When we extract the data, we use the period end date field on all S3 records or stables. Basically, when it comes to your payment master, PR time, and pay deduction, we use this period end date(year/month) as a selection criterion for extracti...
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  • The Importance of List Development
    Continuing his ongoing discussion around change management, Justin Braun is back to suggest some ways that leaders can support their team during a CloudSuite migration project.
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  • Legacy Content Management Systems & IDM Storage
    Welcome to our Evolution of ECM Blog Series! Over the next couple months, we will take a close look at what a modern or next generation ECM software looks like, with a strong focus on Infor Document Management and Yoga Content, a couple of the leading options for this type of software.
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  • What is the American Rescue Plan Act?
    Among the many governmental challenges during the COVID-19 crisis, loss of revenue and the necessary transition to remote operations have been two of the most common. Additionally, recruiting and retaining quality government workers is a greater challenge than it ever has been. In response to these ongoing issues, the $1.9 trillion American Rescue Plan Act (ARPA) of 2021 includes $350 billion in State and Local Fiscal Recovery Funds (SLFRF) for state, local, territorial, and tribal governments.T...
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  • A Brief Rundown of the Payroll History Import Process
    For the past few weeks, we’ve been discussing how the whole process of Payroll History Import works within the GHR system. In a nutshell, you import your historical data, the system runs the conversion process, and then you can manually fix any errors that may have come up. When you are correcting these, we recommend using an ISD download and upload if you want to change anything, unless you miss a pay code name. In that situation, you want to rename it instead of purging everything again and ...
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  • Combatting Internal Resistance to Change
    Last week, Justin Braun addressed how vital is it for an organization to prepare their team for the level of change brought on a CloudSuite migration project. A task that is much easier said than done, Justin has some advice on how leaders can approach this conversation.
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  • Prioritizing Organizational Change Management from the Beginning
    All preparation for an ERP implementation in the public sector is irrelevant if you don’t make change management a priority from the beginning. Whether it's a migration or net new, change management touches everything and everyone involved in a project. It’s crucial to institute this at appropriate levels internally and consider the fallout from an organizational perspective.
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  • How to Move S3 Data Into Your GHR System
    Let’s expand on our discussion around Payroll History Import. If you have a parameter to extract eight months of historical data from 2021, this RPI tool will take it from S3 and build one CSV file per month, which you can then load that to GHR. It's a sizing control as well, meaning that you want to limit the number of records you want to move to the Cloud. You don’t want to overload the system, so be sure to test those files to make sure all your components are there. That process generate...
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  • The Necessity of Clearly Defined Roles during an ERP Implementation
    Recently, we’ve been highlighting the things that can constrain your time and resources for a CloudSuite project. It’s not just about implementing technology – what we're really talking about is a combination of functions, processes, and data that will transform your business processes for the better.
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  • Proper Scope Management during a CloudSuite Implementation
    One of the most critical items to address before embarking on a CloudSuite implementation is making sure there are procedures in place for scope management. It’s easy to deal with scope creep where there are a lot of little changes to the solution that ultimately impact the success, complexity, and ability to test the system. Much like issue management, scope management has to be identified and resolved at the right levels.
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  • What is Payroll History Import & How Can It Help You?
    We’ve discussed a lot about implementing GHR Multi-Tenant Payroll on this blog, so let’s dive into some of the specifics of the system. Payroll History Import is a business class delivered by Infor that allows you to bring S3 data over to GHR. This means you still have access to historical data and the ability to review payroll, the pay employee paychecks, and other kinds of details in GHR, instead of having to access S3 data. As we have said many times before, you should limit what you brin...
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  • How Agile Methodology Can Help Manage a CloudSuite Implementation
    As Jeremy Stoltzfus, one of our Principal Technical consultants, pointed out to our readers last week, there are a lot of new tools to teach you how to develop effectively for CloudSuite. One of those tools is not a programming language per se, but rather a management technique. When you are going through a CloudSuite implementation, it's so critical to have these items built out in a short period of time.
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  • Incorporating Contingency Planning into the Project Schedule
    When it comes to the project schedule, we love to incorporate contingency time into the project schedule without necessarily telling you about it. Hiding it is a good strategy because everyone will work towards the same completion schedule. There's two ways to do contingency planning: one is to add additional time in each of the project steps within a given phase, while the other is to give two or three weeks of time at the end of the project or phase (called a “contingency”).
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  • Getting Up to Speed on Technical Development & CloudSuite
    We’ve been discussing technical development and some of the things you can get squared away ahead of a CloudSuite implementation. Getting up to speed on the various tools and technologies that are going to come into play is important, so to tell us more about that, we have one of our lead developers and principal technical consultant, Mr. Jeremy Stoltzfus.
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  • Keeping Project Management from Getting Stuck with Critical Items
    One of the tricks of the trade that I have learned on the functional level is that whatever isn’t completed on time automatically gets escalated to the project management level. That's key in the sense that a functional issue may not be critical at first, but if the team is distracted or overwhelmed, that issue may become critical once it passes its due date. The same thing goes for the project management team. If there's a project management issue that's falling through the cracks, then they ...
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  • Technical Development & Business Processes: What to Know Ahead of an Implementation
    In terms of technical development ahead of a CloudSuite implementation, let’s discuss some of the things you can do today to prepare. The first thing is to figure out all those technical development items that you're currently maintaining and make sure you understand not just why they're there in the first place, but also what business processes they enable. Are they going to be required for CloudSuite? Do they represent a unique business requirement that CloudSuite probably isn't going...
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  • Risk Reduction Ahead of a CloudSuite Implementation
    When it comes to successful implementations, one of the key things to consider is the timing resolution of project decisions, critical issues, and critical risks. There are a lot of things that might impact a project during implementation, which is why certain decisions need to be made in a timely manner with the right people in place at the right point in time. They need to be documented and not revisited because otherwise people tend to pick apart decisions that were made three months ago. Whe...
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  • An Improved User Experience: Payroll Processing in the Cloud
    When it comes to user expereince in the cloud, the process is much more streamlined than it was in S3. For example, when you go through cycle processing, it will walk you through based on your payroll schedule. You go through the steps based on your payroll cycle from calculating overtime all the way through the post payroll, which means that you will need to go to your payroll cycle to access that information. As you calculate your overtime, it brings up a button to process the next one, and th...
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  • Tackling Technical Development in the Cloud
    Over the last two weeks, Jean provided great information about what is really going on during a conversion. Hopefully, that conversation gets you thinking about all the of work that needs to happen on the client side, as well as all of the work that's involved with data validation and reconciliation. As he mentioned, it's important to get a handle on the data conversion scope. IT leaders that are out there reading this might have to negotiate about this with the business. It’s hard for busines...
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  • RPI's CloudSuite Bootcamp — 3 Days of In-Person Training from Infor Certified Experts
    If your organization is embarking on a CloudSuite journey, it's important that your IT & business teams are up to speed first. Put them in a position to guide your business through a successful transformation to CloudSuite with RPI's CloudSuite Bootcamp. This is an in-person training hosted by RPI's Infor certified consultants at the RPI world headquarters in Baltimore, MD. Limited slots are available on a first come, first serve basis so don't miss your chance!
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  • Keeping Your Project Timeline Realistic
    Joe Hoover: The next item around projects we’d like to discuss is creating a realistic project timeline and activity durations checklist. Usually, that starts in the planning phase with a formal project plan & project schedule, which is one of those normal deliverables that are part of the planning phase. It's very important to discuss people and their availability, just as it's relevant that the project schedule is aggressive only in the sense that you want to get through the implementation a...
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  • A Reflection on HIMSS22 from the TechPro Unicorn
    It is the week after HIMSS 2022 in Orlando, Florida. Booths have been broken down, everyone has traveled home or is enjoying the vacation they tacked on to their travels. As we reflect back on the event that boasted attendance numbers ranging from 18,000 to 28,000, there were a lot of things to be excited about. HIMSS did a great job ensuring everyone was either fully vaccinated or had been tested prior to attendance, and as such attendees generally went without masks. It was a welcome vision ba...
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  • Breaking Down the Data Validation Process
    Following last week’s conversation around the timing of data conversions, let’s dive into the data validation process. Consider this a reconciliation process, meaning that there's two types of validation you want to do – one based on the current source of data in your S3 system, and one based on what the cloud accepts. There are rules in CloudSuite when it comes to loading data, so you want to build in a validation process, which is something RPI has done.
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  • Having the Right People Review Formal Deliverables
    Barbie Hunley: The last characteristic we’d like to discuss around projects is connected to the project itself. Joe Hoover: We've talked about the people, processes, systems, and now projects. From this perspective, one of the most important aspects or characteristics of a successful implementation has to do with the deliverables. When I say deliverables, those are the work products that are reviewed and approved formally by the project team. Those deliverables will range in design document...
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  • Ensuring You Have Enough Time for Data Conversions
    I’ve been working at RPI for the last three years, but I have 36 years of IT experience and specialize in data conversion. In order to have a successful project, you want to be sure you have the proper resources, so conversion is one of them. You'll need key expert on your side that knows Infor Process Automation (IPA), as well as someone that knows all the applications on the database side that can do a data assessment, data validation, and all your resources on HR benefit and Payroll. Also, ...
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  • Invoice Image Matching with IDM
    At the core of its processes, Infor Document Management (IDM) is a document repository. While it is not required to have a record in CloudSuite Financials to link to the document, we see the most value having that record in FSM linked to the and appearing in that contextual viewer. To achieve that though, what we have to do is attach that unique identifier when we upload those documents. That way the system knows when I'm looking at this invoice, it's matching to this invoice image.
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  • Why You Need to Ensure You Have Adequate Time for Data Conversions
    Joe Hoover: Another thing to consider when integrating to legacy systems is whether you do a phased implementation of the ERP system, or you do a single-phase implementation. There are pros and cons on both sides. If you do a phased implementation, then you have those additional integrations between the new system solution and the existing system solution. It's really what's in the best interest or the best capabilities or the organization to figure out whether they can do a single phase or they...
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  • The Integration of Payroll & Finance in GHR
    The last element of GHR Multi-Tenant Payroll that I want to cover is the integration between payroll and finance. Once payroll has been closed, you will have a finance interface appear, which are all the payrolls that are closed. You can see they're posted and that this interface run group has been interfaced over to finance to tie them together. After this, the general ledger interface and accounts payable import into the new system.
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  • The Importance of Cut Over During a CloudSuite Migration
    Outside of cleaning up master data before a project begins, the other thing to keep in mind is cut over. We've done projects where an organization has brought a modest amount of transactional history from the financial and supply manager applications, maybe two or three years. Ahead of the go-live, the downtime needed to handle that amount of conversion is four, five days, maybe even a week in order to just process that convert version. This means the only way to do an FSM go live over a weekend...
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  • Legacy Content Management Systems & IDM Storage
    Whether you have Perceptive, OnBase, OpenText, DocuWare, or MHC, these are all legacy on-premises software. They require integration to whichever new cloud ERP you're looking to migrate onto. When it comes to those legacy content management systems, integrating with S3 requires design studio customizations to put a button or URL in to call it back to a web client. OnBase has an application enabler that dynamically retrieves documents based on the current screen. Before, you would have to go back...
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  • Integrating with Legacy Systems during an ERP Implementation
    Barbie Hunley: With regards to technology, the next item we want to discuss is the existing integration with legacy systems. Joe Hoover: Dealing with those legacy systems that are not replaced by the functionality of the new ERP system or the updated migrated system has always been a challenge with ERP implementation. You have to know how to integrate the technology for that integration, but also make sure all of those touch points inbounds and outbounds are thoroughly tested when we get the ...
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  • How does Lock Payroll work?
    Last week, we covered some of the new and exciting features of GHR Multi-Tenant Payroll like the administrator dashboard and tax locator errors. Now let’s discuss the lock payroll feature in depth. Once you’ve calculated overtime, then you can begin this process. Once lock is on, then you would go through and calculate your payroll. When that is complete, the next one that would pop up would be print payroll, making it a very simple payroll process.
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  • Avoiding the Transfer of Unnecessary Data during a CloudSuite Implementation
    Joe Hoover: The next characteristic around technology we want to discuss is how much data should you convert? Barbie Hunley: Everyone wants all of it all the time. Joe Hoover: Everyone wants all of it. Barbie Hunley: And this... I can tell you, Joe, this can be one of the largest risks in a project if we aren't able to control it appropriately.
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  • Payroll Admin Dashboard, Lock Payroll, & More: New Features in CloudSuite
    We’re going to discuss some of the newest payroll features on CloudSuite. The first one I would like to go over is the payroll administrator dashboard. This area provides the administrator with a quick glance at where the payroll process is at any time. In the case of a payroll that is currently open and calculating payments that are in error, there are no off cycle payrolls in process. There are some quick links to deduction alerts, BSI tax alerts, and tax errors. It also has some deduction e...
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  • Identifying Data Quality before an ERP Implementation
    Joe Hoover: We've made it through our conversations around the people and process characteristics to keep in mind for a public sector ERP project. Now let's consider the systems characteristics that help your organization have a successful implementation. The first thing to identify before getting started is the quality of your data.
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  • A Simplified Payroll Process
    Change can be very difficult for a lot of people, specifically for those that have been using software for a very long time and feel comfortable with it. Bringing on a new project and new tool to use new software to use can be quite scary. That is why it is so important to have an awareness of that when you are rolling something out that’s new to people.
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  • How to Approach Change Management
    Another recommendation I have for successful change management is to start thinking about who the key members of your change network are and how you can make sure that they're going to be engaged and supported throughout the project.
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  • Ensuring Your Team is Prepared to Accept Business Process Changes
    Barbie Hunley: The last item for our business processes is the organization actually accepts changes in the business processes. Joe Hoover: What helps in that area is the goal of standardization, right? The more the organization can accept standardization, the more simple and more consistent the outcomes are. When we talk about change management and accepting the business processes, there must be a reasonable balance between understanding those new processes and accepting them.
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  • Change Management: Getting Ahead in your CloudSuite Journey
    When your organization is preparing to embark on a CloudSuite migration, change management should be something you start working on well before the project begins. The good news is that awareness and desire, the first two elements of change management, are both things that you can get to jump on ahead of time.
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  • RPI's 2022 Infor Community Survey
    Over the years, RPI has done several key surveys like this - we are happy to share the results so that you can see how the market is doing. Your information and answers are confidential, but all respondents will receive the trends afterwards. Additionally, all who respond will receive a $10 Starbuck's gift card. Thank you for taking a few minutes to complete this survey.
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  • Ensure Your Solution is Ready for System Integrated Testing
    Barbie Hunley: Our advice to avoid discovering design issues during the testing phase leads perfectly into our next item to discuss, which is making sure the solution is ready for system integration testing. Joe Hoover: Right. What we mean by that is that when you have different modules like financial, human resources, enterprise asset, etc., you want to make sure that the components and interaction of those two modules are well defined. If you go into system integration test without the enti...
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  • Change Management: An Individual Effort for the Good of All
    As a change manager and strategic services consultant at RPI, I know exactly why change management is one of the key elements you'll want to consider when preparing for the move to CloudSuite. It might be a little bit less obvious than some of the other considerations that Leigh and Keith have discussed throughout this series. but it’s actually one of the most important things you can do during a migration to the cloud.
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  • Avoiding the Discovery of Design Issues During Testing
    Barbie Hunley: Last week, we discussed why you should try to finalize all business processes ahead of an implementation. The next item we’d like to touch on is avoiding the discovery of design issues during the testing phase.
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  • Evaluating your Change Management Capacity Ahead of a CloudSuite Implementation
    Aside from ensuring your IT team is adequately supported, the second thing you can do today is start working on a change management strategy. Obviously, this should start with a look at your internal change management capabilities. Some organizations have well-developed internal OCM experts, some do not. Look into getting some support so that you can start evaluating your organization's change hardiness and potential change resistance points.
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  • Finalizing Business Processes on Time to Ensure Success
    Barbie Hunley: The fifth item we’d like to address about business processes during a CloudSuite implementation is getting them finalized on time. This is relevant for so many reasons, one being that when we enter into design, we don't want to get to UAT when we should be accepting the system and someone tells us there was a last-minute pay structure change. Whenever that happens, we need to incorporate that as soon as possible.
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  • Updates in the Cloud: Challenge or Advantage?
    Another challenge we have on CloudSuite projects in that they are multi-tenant, so the updates are continuously coming. If this is new to you, it requires a little bit of a change in mentality. Like Keith was saying last week, when you look at potentially doing a training video, you might want to do it two months after you go live and things have settled down a little bit to prevent it from immediately becoming obsolete.
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  • Preventing Complex Functional Requirements
    Joe Hoover: Number four on our business process list is prevent complex functional requirements. Like we spoke about earlier in terms of simple business processes and best practices business processes, it's sometimes easy to want to replicate what you are currently doing because it's comfortable.
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  • Getting in the CloudSuite Mindset
    The bottom line when it comes to moving to the cloud is ensuring end users are engaged and involved in this project to help work through any issues in a constructive way. Although an executive might be able to talk about the value of having a cloud-based modern enterprise application that features better reporting and is always up to date, that same executive probably doesn't know how to sit down and correctly process an AP invoice.
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  • Keeping Your Critical Business Process Interactions in Consideration
    We have already discussed the first two aspects of business processes to keep in mind during an ERP implementation. The third is to identify all critical business processes ahead of a project, with an eye to how they interact. Now, this view becomes more important when you have, for instance, a financial implementation along with an HCM implementation. Let's say enterprise asset management is mixed into there. It's very important to understand not only the key processes within each of those area...
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  • Getting Ready for Infor CloudSuite & Overcoming Challenges
    Up to this point we've talked about how to make the business case for Infor CloudSuite and the crucial importance of careful pre-planning before under going a migration or implementation. Now we'd like to move on to cover some of the major challenges that every CloudSuite implementation needs to overcome to have a successful go-live. We will also talk through what organizations can do before they start to be best positioned to overcome those challenges.
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  • Proper Documentation is Essential to your Success
    Barbie Hunley: With regards to standardizing common business processes, ensuring that we have adequate documentation is so important. That's such a dirty word to some, but it's a word near and dear to our hearts, but that is because it's absolutely critical when you're going into these implementations. Joe Hoover: Exactly. We're not saying you should take the time to create new documentation, but every business process review requires the participants in those workshops to understand your cur...
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  • The Need for Empowered Payroll Decision-Makers
    We’ve already discussed why you need to establish your supervisor structure ahead of taking on a payroll implementation. Something else to keep in mind is that it’s not just about driving decisions makers to understand your organization and the strategies necessary to take it in the right direction. The important thing is making sure those decision makers are empowered.
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  • Standardizing Common Business Practices ahead of an ERP Implementation
    Joe Hoover: For the past few weeks, we've been discussing the eight characteristics that we want you to consider when it comes to building your implementation team. Once you've ensured you have the right team behind you, you need to begin thinking about how your business processes will be impacted by an ERP implementation. Barbie, what's the first topic we've got on that list?
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  • Supervisor Structure in GHR
    If you don't have a good supervisor structure in place before you start you project, that needs to be your team's top priority. This is especially true if you are using a time keeping system because they will rely heavily on your supervisor structure for time approvals. The same thing with your position structure. If you currently don't have a strong position structure, start thinking about how you want to restructure it - if you don't, it will have a negative impact on your time keeping, regard...
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  • Intelligent Automation: A Proactive Approach
    Isn’t it strange that in a time of crisis, ideas come flying in response? At the onset of the COVID-19 pandemic, America faced a horrifying situation – the overwhelming demand for PPE, ventilators, and other medical equipment exceeded the available supply. Immediately, potential solutions began pouring in from sources who, for the most part, weren’t even in the healthcare industry. Dyson repurposed their vacuum technology, Lego constructed a ventilator made from robotic pieces, some car ma...
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  • The Final Day of our 2021 Winter Webinar Week
    We have reached the conclusion of our 2021 Winter Webinar Week – it has been a great success and our team has enjoyed the opportunity to present this information to you live & in-person. We have a variety of topics on the slate for today, such as document imaging within CloudSuite, multi-tenant payroll, and Birst. Below is a list of today’s presentations (12/9), along with the link to register. All webinars can be watched on-demand once registration is completed.
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  • What's Happening Today in RPI's Winter Webinar Week
    I hope everyone has been enjoying our 2021 Winter Webinar Week! So far, our consultants have covered topics ranging from keeping your CloudSuite project on track to IDM & Intelligent Automation, and we still have many more to come. Below is a list of today’s presentations (12/8), along with the link to register. All webinars can be watched on-demand once registration is completed.
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  • A Successful Start to our 2021 Winter Webinar Week
    For months now, everyone at RPI has been excited about the prospect of coming together in our new Baltimore headquarters to bring you a slate of some of the best educational content around in the format that really helps the topics shine. Yesterday, we kicked our 2021 Winter Webinar week and that excitement was only ratcheted up a notch, as the day was a resounding success!
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  • RPI's Michael Grace brings you Intelligent Automation Beyond CloudSuite
    The roster at RPI Consultants boasts a great deal of thought leaders, one of whom is Michael Grace. A thought leader on Infor CloudSuite, Digital Transformation, and Robotic Process Automation (RPA), Michael is a Healthcare guru who joined our team in 2019. He currently oversees Infor service delivery in the West and leads the Strategic Services team. He has been in the Infor space since 1995 and worked on every version of Infor CloudSuite since v6 and maintains his certification in CloudSuite f...
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  • CloudSuite Success in the Public Sector
    When it comes to having a successful CloudSuite project in the Public Sector, what do you want to know? On Wednesday (12/8) at 1:00 PM EST, Richard Leigh Stout & Barbie Hunley will tell you everything you need to know about what the Cloud means for Public Sector. If you want to know how to get ready for it and how to be successful, come listen to two of RPI public sector experts discuss projects they’ve worked on, the impacts of the clouds on an organization, and needs in the Public Sector in ...
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  • RPI's Infor Global HR Winter Webinars
    Anyone who is interested in learning more about Infor Global HR is in luck – RPI’s 2021 Winter Webinar Week (12/6-12/9) will feature three presentations led by some of our most knowledgeable HCM consultants.
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  • The Road to the Infor Cloud
    Is your organization looking down the road at a CloudSuite project? At noon on Wednesday December 8th, RPI partners Keith Wayland and Richard Leigh Stout will discuss common implementation challenges and how to lay the groundwork early to ensure a smooth project. Learn what you and your team can do now to prepare for CloudSuite. Topics include stakeholder engagement, data cleanup, technical development, and pre-planning.
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  • CloudSuite 101: The Roadmap for Success
    CloudSuite migrations have been a fixture of RPI webinars for years. This year, the landscape has clearly changed a bit - Tuesday, Dec. 7 at 1:00 ET, listen to three of our most prominent experts in CloudSuite Projects, Richard Leigh Stout, Stephanie Kowal, & Theresa Nelson, on how to define your “Roadmap for Success” and avoid some common pitfalls common to these complex projects. Successful migrations to the cloud are achievable if you have the right plan, a roadmap for success, and proper...
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  • An Efficient Decision Making Process
    Joe Hoover: Last week, we discussed how the honest assessment of your staff's ability to be involved in the project is critical to its success. Barbie Hunley: Something else that's super crucial is having an efficient and effective decision making process.
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  • Multi-Tenant Payroll Implementation: Real World Lessons Learned
    These are some tips & tricks for payroll implementations that came out of our first experience with this process. The payroll person for the organization I was working with helped develop these, which speaks to the importance of having your payroll person involved at all points of this process. Throughout the whole time we were doing the design for HR and benefits, payroll was involved because everything from HR and benefits flow flows down to payroll.
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  • Resource Management: The Means to a Successful ERP Implementation
    Once the project vision and the project goals and objectives have been defined, the right quality and quantity of executive support and sponsorship are established so that when we have major accomplishments, we celebrate those accomplishments with all levels of executive support. It's not a question of setting up the vision or setting up the project goals, rather it's having continuous involvement of executives allowing the project members to get the feeling executive leadership is engaged is su...
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  • How RPI and your HCM Team Leads Make the Magic Happen
    During a CloudSuite HCM implementation, we have two leaders with different responsibilities: the functional team lead and the super user. The functional team lead is the person that we lean on for decision making. They define the system requirements and they are responsible for signing off on configuration documents. They are also in charge of outlining what the system will look like and how we should handle configurations. This means you need to consider what the different test scenarios are th...
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  • Considerations for the CloudSuite Approval Process
    Something that's really important when we're talking about an approval process in a software solution is that the application needs to know who has the authority to approve what kind of transactions and who needs to see what kind of transactions. In the past, every approval system that's been bolted on to Lawson, whether it be IPA, On-Base, or a separate imaging system, basically has had to store the logic within its own configuration and its own way. Those systems have been really disconnected ...
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  • A Key to Managing Competing Projects in the Public Sector
    Now let's address current and future non-ERP project initiatives. What we mean by that is really those other projects that you may have coming up, so for instance maybe you're starting a multifactor authentication while also engaging in an ERP project. Or perhaps, you're redoing your whole process for onboarding and you typically onboard 200 people a year, whatever it might be.
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  • A Picture of Payroll Testing Support
    When the pandemic hit in March 2020, we had just begun the unit testing for a client's payroll implementation. So everything was from unit testing all the way through go-live was 100% remote for us. We were able to easily adapt to the project. The team lead was their only payroll person. It was her idea to have daily team calls. We had an online Microsoft Teams meeting that was just an open meeting for her and me.
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  • Infor Updates & CloudSuite Environments
    Something we get asked by clients often is if we think that most organizations should get a preview CloudSuite Finance or GHR environment. If you mean pre-prod when we're talking preview, then no, I don't think most organizations should. I think for organizations that can put the time and effort into actually running through testing, and who might have a very large amount of configurations or custom elements in their cloud solution that are particularly sensitive to system updates, that pre-prod...
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  • GHR v11 Timeline Implications
    Here is a sample timeline for implementing GHR, although it can definitely be done in a shorter amount of time. Usually, absence and payroll together have a 43 week go-live. During this process, there's a lot of activities occurring at the same time, but the biggest thing to remember is that there will be three payroll parallels. Of course, we'd love to do 100 of them until there's no errors, but that's unrealistic.
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  • Planning for the Unexpected
    In our experience, updates do occasionally break some configuration that's specific to an individual client. I don't think we've ever really seen an update break the core application functionality, but we've seen them impact configurations, meaning, changes to the screen, or business logic that a client's manager configuration console. We've even seen updates impact custom security classes and security roles that are also created through the configuration console. These are items that definitely...
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  • The Importance of Having the Right Project Staff for an ERP Implementation
    Barbie Hunley: With regards to the people and organization, the first characteristic that we advise people is really to ensure that they have the right quality, quantity and availability of their project staff. Joe Hoover: Right, for a successful ERP implementation, it's a people project. First and foremost, you want to identify on your organization team those individuals that will be assigned to the project and the ability of them to dedicate their time to the project will directly impact or...
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  • What does an HCM Data Migration with Infor look Like?
    If you choose to embark on a data migration, that is something that you or your partner would schedule with Infor. Whoever is going to do that would need to get it on Infor's calendar ASAP. What we've been seeing so far is that they usually need about a four to six week lead time, so you don't need to schedule it now if you want to do something at the beginning of next year. They'll also give you a migration checklist to go over and make sure the data coming over is clean.
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  • System Uptime In Infor CloudSuite
    Regarding system uptime in CloudSuite, anyone that has a subscription is probably on their email notifications list. This means Infor will let you know whenever there's a service degradation across any of the apps, or within any of the CloudSuite portfolios that you subscribe to. We've definitely seen a pretty steady stream of updates lately. So, the other question is how do you prepare for CloudSuite being down unexpectedly?
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  • Infor Partner Enablement Workshop for Essentials
    RPI Consultants is excited to be hosting the Partner Enablement Workshop for the Infor CloudSuite Public Sector Essentials Program at our new headquarters in Baltimore. Several Infor executives will facilitate the training for select partners over the course of a few days. Hosting this workshop reflects RPI's commitment to growing in the Public Sector space in order to better serve those who serve their communities and constituencies. Keep an eye out as more information becomes available. In the...
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  • Data Migration Considerations for GHR v11
    Let's talk about data migration. Infor does offer data migration services where they take information from single-tenant Cloud to move it to the multi-tenant. They take information from Workday 4 for example. So if your payroll application is on a third party system that is not a loss in system, that will also be migrated from loss in S3.
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  • What are Implementation Accelerators in Infor CloudSuite Public Sector Essentials?
    Something that distinguishes the Infor CloudSuite Public Sector Essentials package from other systems is the fact that it comes equipped with Implementation Accelerators (IA). Built by Infor and preconfigured around the latest version of their application suites, these accelerators provide core processes for each government industry. Coupled with RPI’s implementation services, this solution will give you a straightforward approach to migrating to the cloud, while also cutting down on the time ...
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  • The Infor CloudSuite Public Sector Essentials Program: An Introduction
    Designed to address the evolving needs of small to medium-sized governments, Infor CloudSuite’s Public Sector Essentials package bundles HCM, Payroll, Financials, & Procurement into one integrated solution at an affordable price point.
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  • Infor CloudSuite Wins from a Dollar Perspective
    We've already talked about not having to run all the infrastructure internally. This means you're spending less time and money running a data center, and on the flip side, you are able to basically operate more efficiently. We can do more with less because it takes less human power and input to do day-to-day transactions and push them through.
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  • The Different Varieties of CloudSuite Implementations
    When it comes to cloud implementations, I divide them up into three varieties. One is the kind where your project goes off the rails, you spend a lot of money, and you don't get to the other side. Obviously, that’s a risk that you want to try to avoid, by planning, finding the right partner, and making sure you understand what you're about to take on, all while having a realistic budget.
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  • A Business-Process Focused Implementation
    One of the most important things to do when you're going through an ERP implementation is to outline your business processes as early as possible. Most companies or municipalities will ensure that they also have outlined their requirements in a very detailed fashion, which is a step in the right direction - a level up from that would be doing the same for your business processes.
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  • Reporting Capabilities in Infor CloudSuite
    Something else that's really important when you look at CloudSuite is the robustness of the reporting. This aspect of the new Infor CloudSuite solution is really driven by two major factors. First, is the ability to set up GL dimensions, which are indexed. You no longer have to work around the limitation of your account unit activity to track different information. Secondly, you can analyze this information through the self-service tools Infor puts at your fingertips.
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  • The Scope of an ERP Project
    Everything we’ve been discussing throughout this series goes back to the scope of the ERP. The scope of the ERP is best defined through the strategic vision, which has to take into account business transformation, goals, and objectives in the areas where the organization needs the most improvement. What are the situations? How long does it take us to issue a permit? How does it take us to complete a procurement? How long does it take a business entity to respond to a solicitation? All of these...
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  • September Tech Talks: All About RPA (Robotic Process Automation)
    Each Friday afternoon at 12:00 pm ET, RPI Consultants holds our familiar “Tech Talks” series. The topic for September will focus on RPA, also known as Robotic Process Automation. We will follow our usual format of Tech the 1st Friday, HCM the 2nd Friday, SCM the 3rd Friday, and Finance the 4th Friday, so there is something for everyone in your enterprise. All the sessions will be recorded and available for future playback. During September, we will also be running a Survey on RPA all month l...
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  • Complexities of an ERP Project in the Public Sector
    One of the challenges in public sector is eliminating the complexity represented by an ERP implementation project. This can be accomplished by reducing the number of options an organization believes they need to accomplish or go through. As we move from on-premises to multi-tenant cloud, the solutions are more configurable and less customizable. More importantly, this means an organization has to re-evaluate their business processes because what worked previously may not make sense today. You ne...
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  • How to Make Point Solutions Work for You
    I think everyone acknowledges that the concept of having a single ERP that handles everything you need has been outdated for a while. It can become difficult and overwhelming having a different solution for each piece, as well as thousands of integrations and interdependencies. This is why it's about finding the right happy medium for your organization, which is something that starts with a foundation that's going to take care of 80-90% of your needs. While it's possible that there are some thin...
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  • An Improved Benefit Enrollment Process
    It's amazing how all those countless projects and hours that we used to spend building things like approvals & imaging now essentially come out of the box. Another area that we're very passionate about in terms of new functionality is the benefit enrollment process - while this existed in Lawson S3 in ESS, it was ugly, clunky, and required a ton of customization work every year.
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  • The Importance of Good Project Governance & Management
    One of the most challenging components of an ERP implementation project is project governance. While this aspect starts with the project management, it extends to the executive sponsorship as well as the actual project team members who are implementing the ERP system.
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  • Approvals & Imaging within Infor CloudSuite
    Let's take a dive into invoice approvals, something Leigh is very passionate about. This area is something that we've worked a lot on with many organizations over the last two decades, and a big part of the work that he did when he started here with RPI Consultants was helping with the shared services and accounts payable department consolidations within the industry.
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  • Identifying Implementation Constraints & Objectives
    The third principle we talked about is identifying implementation constraints and objectives. What we mean by that is, is it a single phased implementation or a multi-phase implementation? It comes down to how much change management and change readiness the organization can absorb at that time. In terms of business transformation, what are those components that need the greatest impact. Is the organization having issues around the procurement process or employee satisfaction? Ultimately, the str...
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  • Workflows: The Core of CloudSuite
    One of the important things to note about CloudSuite is that workflows are really the core of the application, which is a pretty big change from older systems. Lawson offered infor process automation, and although that is a stellar workflow product, it runs alongside the business application rather than within it. CloudSuite applications are built from the ground up around workloads' inner role; unlike Lawson's IPA, the majority of delivered flows are a good fit for typical business processes. T...
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  • Establishing the Strategic Business Objectives for an ERP Implementation
    Once the strategic vision for an ERP implementation is clear, it will typically evolve and be revised by the second guiding principle: establishing the strategic business transformation objectives and approach. This stage always dictates what the scope of the ERP implementation would look like. When we think about any public sector organization, somewhere there is a plaque that says your mission statement, your goals and objectives, all of which focus on constituencies and how to be a better, mo...
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  • The Issue with Burn-Up Point Solutions
    To quote our friend and tech guru Aaron Epps, "Friends Don't Let Friends Build Data Centers." This phrase is something we live by at RPI, and it leads us to discuss another plague on our current IT society: burn-up point solutions.
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  • How to Prepare for an ERP implementation in the Public Sector
    One of the questions that we're asked often from public sector organizations is how do I prepare for an ERP implementation? If you look at it from a strategic perspective and consider what the guiding principles would be, the answer would come down to three parts. The first is knowing the scope of your ERP project, the second is establishing your strategic business transformation strategies and approach, and the third is determining your ERP implementation objectives and criteria.
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  • Making the Move from On-Premises to the Cloud
    There's a unique opportunity here for the Lawson market that I want to make sure we mention. Most of these implementations occurred 20-25 years ago and a lot of them were driven by Y2K, meaning that people have had to live with the decisions they made when they first implemented the system. Now is a good opportunity to revisit if they are benefiting from the single company versus multi company, or the levels of the accounting unit and other things take a lot of effort to change, as well as other...
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  • GHR Reporting Capabilities in the Public Sector
    In general, Infor has incredible reporting capabilities. While a multitude of reports are actually delivered within the system, it also has the capability to extract data into an Excel spreadsheet. One of the great things about GHR is the visibility that managers have into their own employees' data, where they can run a report to see who in their group has a vaccination or has been given a face shield, ect. Anyone who is an administrator can use these company-wide reports, which would be some of...
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  • The Challenge of Being on Lawson in 2021
    The most important thing to keep in mind about Infor CloudSuite is that it's not something you have to do, it's something you want to do. This system delivers tangible benefits that will improve operations in your organization, so Keith & Leigh are excited to share some information on how to make the most of CloudSuite with you. In this continuation of the pre-planning series, they discuss some of the challenges and opportunities around current state versus migrating to a modern ERP like Cl...
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  • Chance to win one of many prizes - 2021 Market and Pre-Inforum Survey
      TAKE QUICK SURVEY   Over the years, RPI has done several key surveys like this - we are happy to share the results so that you can see how the market is doing. Your information and answers are confidential, but all respondents will receive the trends afterwards. Please take a few minutes to complete this survey - you will be entered for some great prizes including iPads, Rokus, and a host of Amazon devices (Echo Dots, Echo Shows, Fire Tablets, etc.) as we love Tech. The s...
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  • Occupational Health Part II
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  • RPI's Pre-Planning Assessment & Beyond
    Over the course of the last fourteen weeks, Keith and I have walked you through a high-level explanation of what RPI's pre-planning engagement is and how, together through this process, we can maximize the powerful features of Infor CloudSuite for your organization. Aside from discussing how this assessment helps get everyone on your team ready for a CloudSuite implementation, we also covered the project's scope & approach, how to handle different types of data ahead of a migration, ...
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  • How RPI helps you plan a forward-looking strategy
    Reporting is a major factor in a pre-planning engagement and it plays a big part in how we help customers plan a forward looking strategy. Keith explains how RPI’s assessment during this stage focuses on known gaps between an organization’s needs versus what actually comes with CloudSuite, making sure to highlight big ticket items. Check out Keith’s latest post to find out more! In our new weekly blog series, RPI thought leaders Keith Wayland and Richard Leigh Stout are going to walk yo...
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  • Infor & the Multi-Tenant Cloud
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  • Barriers & Drivers for Cloud Migration
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  • What Does Pre-Planning Mean for the Customer?
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  • Public Sector, ERP, & the Cloud: An Introduction
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  • The RPI Pre-Planning Assessment Executive Summary
    All the work that is involved in a successful pre-planning assessment culminates in the executive summary. This week, Keith takes you through the specific deliverables you will receive in our executive summary. This step is extremely important on the road to CloudSuite, so we relish the opportunity to demonstrate what we can do while providing budget estimates for your organization to consider. Check out Keith’s latest post to find out more information!
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  • Infor CloudSuite Migration Tools
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  • Migrating Existing Flows into Infor CloudSuite
    A large amount of our customers have been on Lawson for many years, which is another big factor in these pre-planning engagements and projects in general. This familiarity means they've developed very sophisticated flows, integrations, and extensions, so they're concerned about how those are going to migrate forward into CloudSuite. Today we’re going to explain what that effort and future state might look for a client in this situation. This part is actually a big component in t...
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  • The Project Scope & Approach for an RPI Pre-Planning Event
    Today we’re going to discuss the project scoping and approach. We begin with some as-is discovery where we're really focused on understanding how this organization has made use of Lawson, or potentially other third-party systems whose functionality will impact the move to CloudSuite. This action is always taken with an eye on practical scoping, so it's not a full-blown optimization assessment. We're really honing in on those details that are pertinent to the work effort and pla...
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  • Preparing for an RPI Pre-Planning Event
    A question we often get from clients who are looking to implement CloudSuite is what should an organization do to prepare for an RPI pre-planning event? While I think it’s the same as planning for an engagement, there are basically two things to consider. The first is that the better you both understand and document your current processes and pain points, the better you can articulate them to a consultant. This way we already know what you’re looking to achieve from the beginning ins...
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  • RPI welcomes Chris Lang, an Infor Lawson market veteran, to the team!
    I am excited to welcome Chris Lang as the newest member of RPI Consultants’ solution sales team. Chris brings over two decades of expertise in the Infor Lawson space and has provided real-world, successful solutions across the entire spectrum of clients: healthcare, public sector, retail, and others. Given the relationships he has established over the years with clients and partners alike, he is considered to be the “go-to” guy for establishing successful implementations, right...
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  • The Key Deliverables of a CloudSuite Pre-Planning Engagement
    Now let’s discuss the key deliverables a client might receive out of this engagement. We have a written deliverable which covers the scope and approach of our project, as well as the organizational profile. It contains everything gathered during the discovery period; this information forms the narrative of how the Lawson application is used, how well it is meeting the client’s needs, and any other noticeable gaps that we can close wit...
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  • An Overview of RPI's Pre-Planning Engagement
    Let’s walk through RPI’s offering for a pre-planning engagement. It's a highly structured four-to-eight week engagement, meaning that we know what meetings we need to hold, we know the timeline, and we have a project plan coming into it. Customers tend to have a bit of uncertainty around the timeline and the potential outcomes, so they can convey some follow up activities around that information. A combination of workshops, stakeholder...
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  • The Purpose of Pre-Planning for Infor CloudSuite
    Why would you want to pre-plan for your CloudSuite implementation? In a nutshell, these projects are big and complicated and they disrupt an organization’s business processes for the better by their very nature. Since this undertaking is nothing like an upgrade, you really want to set yourself up to have a successful implementation. Remember, this venture will last the next twenty, twenty-five years – as ...
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  • What is Infor CloudSuite Pre-Planning?
    What is CloudSuite Pre-Planning? Pre-Planning is a service from RPI Consultants designed to assist our customers in planning for a successful v11 CloudSuite migration engagement. In this series, we’re going to talk about what it is and why you should do it, how you go about doing it, and what the outcomes are of it. Pre-planning is the exercise that we go through before starting a CloudSuite implementation project. It’s about setting up your scope and timeline, as well as the cons...
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  • RPI to Participate in MWLUG Special Interest Groups on Thursday March 18
    RPI at the MWLUG Virtual Meeting Join RPI this Thursday, March 18 for the MWLUG virtual meeting. The MWLUG virtual meeting will feature special interst group breakout sessions, a special Infor update by Matthew Bragstad, and a riveting ADDINS Session with Mr. Don Peterson! If you're not yet registered for the MWLUG virtual meeting you can register here.  RPI will be participating in the HR, Technical, Financial and Supply Chain special interest groups and will h...
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  • Jenny Mattson, a pillar of the Infor Community, joins RPI Consultants
    Jenny Mattson joins RPI as Director of Public Sector Solutions. For over twenty-four years, Jenny has served the Infor community as a Client Advocate, Director of Business Development, and a Contract Administrator. Now she’s bringing her knowledge, experience, and unwavering dedication to customer success to RPI Consultants. Jenny joined RPI in November. In her role as Director of Public Sector Solutions, Jenny is focused on understanding and building out solution sets that best mee...
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  • Sales Superhero Mike Gardner retires from RPI Consultants
    Mike Gardner, our esteemed, long-time colleague, has officially retired from the RPI ranks and Infor-Lawson community. A sales superhero, Mike had a lengthy career in consulting and sales which outlasted most everyone I know. In addition to working at RPI, he previously owned his own consulting firm, Mid-Point Consultants, and some larger Systems Integrators before that. He was an icon in the Infor-Lawson market, truly a classy guy, and he certainly will be missed.   I will always re...
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  • Happy Holidays from RPI Consultants
    From our company to yours, have a safe, happy and healthy holiday season
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  • What Can you Learn About CloudSuite Today? — RPI's CloudSuite Tech Talk Series On-Demand
    What Can you Learn About CloudSuite Today?  RPI is proud to announce our next iteration of Tech Talks with our “CloudSuite Series”, which will be 15 progressive sessions on each Friday for the next several months. Continuing our series this week, is: Watch On-Demand: CloudSuite 101: CloudSuite Migrations This is your starting point to the transformative potential of CloudSuite, so let RPI help you get off to a good start with the “secret sauce.”&...
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  • Webinar: City, County or K12-Dashboards in the Cloud with Infor Birst
    WEBINAR: City, County or K12-Dashboards in the Cloud with Infor Birst  Wednesday, December 9 12:00 PM EST Presented by Aaron Epps, RPI Consultants Jenny Mattson, RPI Consultants Rob Krause, Infor Yasmin Barnes, Infor Cities, counties, and K-12 school districts have a variety of reporting needs requiring data from disparate sources in spreadsheets, legacy applications and cloud repositories. Visibility into government procurement spend, grant programs, talent ...
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  • What Can You Learn About CloudSuite Today? — RPI's CloudSuite Tech Talk Series
    Watch On-Demand: CloudSuite 101: CloudSuite Migrations CloudSuite 102: v11 HCM Differences CloudSuite 103: v11 Financials Differences Future Tech Talks You Can Register for Today: CloudSuite 104: v11 SCM Differences Friday, October 2. 12:00 pm EDT CloudSuite 105: v11 Pre-Planning Friday, October 9. 12:00 pm EDT CloudSuite 106: Global Ledger Sandbox Friday, October 16. 12:00 pm EDT CloudSuite 107: CloudSuite for Healthcare Friday, October 23. 12:00 pm EDT .......
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  • RPI's Infor Lawson Webinars - A Library of Knowledge to Enjoy at your Convenience
    Some of our Playlists: * Infor HCM Webinars * Infor FSM Webinars * Infor Technology Webinars * Executive and Management Focused Webinars * Birst and BI & Analytics Webinars * Managed Services Webinars
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  • RPI's Michael Grace on what Hospital 4.0 means to the Back Office
    The decade of Hospital 4.0 is here. So far clinical operations may have been the primary beneficiary of the innovations brought by this initiative. But as RPI director Michael Grace explains in his article for ERP News, the robust enhancements and process-driven frameworks of the new generation of Cloud ERP solutions when combined with the exciting potential of robotic process automation (RPA) promises even more transformative outcomes for the digital worker in healthcare.  Read Michael&...
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  • Thank you for Visiting RPI at Inforum 2019! Take our Survey
    Take RPI's Inforum 2019 Survey Please take our short 10 question survey and provide us with some feedback on Inforum 2019. Everyone who completes the survey will be entered into a drawing to win a YETI cooler. Winner will be notified by 10/31/2019.  RPI's Inforum 2019 Highlights
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  • Register for RPI's Infor Lawson Spring Webinar Mini-Series
    RPI's 2019 Spring Webinar Mini-Series RPI's Infor Lawson Spring Webinar Mini-Series will take place May 14-15, 2019. This time we'll be featuring new information on planning for v11, why you really need a business intelligence strategy and how to get one, and show you why and how managed services can still save you time and money in a Cloud-based world. Featured guests will include Infor's Todd Stratton, and Birst's John Duda. Infor's Top ...................
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  • Scaling a mountain? Take a coat - and a good guide!
    One of my favorite analogies to illustrate the complexity of planning for an analytics implementation is to compare it with setting off to climb Mt. Everest. The objective is clear, you want to climb to the top of the mountain. But that’s the easy part—how are you going to make that happen? Would you attempt this expedition on your own? Probably not. Why? Because the risks are too high; maybe even fatal. You know you’re not the first one who’s set out to achieve this ...
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  • BI & Analytics Maturity, Where does your Organization Fall?
    Where does your organization rank when it comes to BI & Analytics maturity? We agree that most organizations are either Basic (spreadsheet-based analyses and personal data extracts) or Opportunistic (individual business units pursue their own data and analytics initiatives as stand-alone projects, lacking leadership and central guidance); so where do you start if you want to improve your maturity? Don’t reinvent the wheel and make the same mistakes others have, lean on the experts at R...
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  • RPI's Aaron Epps on Why Data-Driven Initiatives Fail
    RPI’s Aaron Epps on why data-driven initiatives fail “Here's my take: Harvard Business Review says that most data-driven initiatives that are failing fail not due to technology, but to organizational resistance to change. If you've attended one of my talks, you know one of my favorite phrases is "Methodology over Technology.” A successful implementation relies not only on working with a team that understands the tech, but also has a comprehensive methodology...
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  • RPI's Infor Lawson Winter Webinars are Now Available to View
    Take a Tour of the Infor HCM Evolution (& Revolution) Join Infor's head of HCM Product Management, Amy Ihlen, and RPI's Richard Leigh Stout on a tour of what's new, where Infor is headed, some industry trends, and the technology in Infor's HCM (Human Capital Management) Evolution - it's a revolution.    Infor's Next Gen Payroll is Coming: An Update & the Evolution   Join Infor's head of HCM Product Management...
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  • The Top 5 RPI Webinars to Watch This Week and Next
    Check out Some of our Most Anticipated Webinars RPI's Infor Lawson Winter Webinar Series is officially in full swing. Join us for over 30 practical, educational webinars focused around Infor's CloudSuite v11 and beyond. Below, we've highlighted some webinars that we're most excited about, including two webinars with a special visit from Infor's head of HCM Product Management, Amy Ihlen. Don't forget to register and join us for these exciting we...
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  • Register for RPI's Infor Lawson Winter Webinar Series
    As the current year winds down, RPI is pulling out all the stops for our Winter Webinar Series. We're bringing you topics from HCM, GHR, SCM, and Finance focused around CloudSuite FSM v11 and beyond. Some familiar faces, some new faces and a few special guests will be popping by the studio to help us out. So amongst all the hustle and bustle that the month of December entails, take a little time to join us for some new and informative presentations!
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  • Supply Chain Week 2018 - Take the RPI Lawson SCM Elite Challenge
    The AHRMM 2018 Supply Chain Week is here! We at RPI love the opportunity the week provides to shine a light on those folks who play such an important role and touch so many different levels in their organizations. It's also an opportunity for us to call attention to the real Lawson Supply Chain superstars out there and that's why we're hosting another Lawson SCM Elite Challenge. We're encouraging all Supply Management professionals to take this short quiz to test your k...
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  • A Congratulations to our First Drawing Winners and Your Last Chance to Take RPI's Infor Lawson Community Survey!
    We still have a lot more prizes to give away so don't miss your chance to win! Complete RPI's Infor Lawson community survey and you'll be automatically entered into the drawing for a YETI cooler, an Amazon Echo Show, an Amazon Tap and Starbucks gift cards. You will only be able to take the survey until November 2, so don't wait to participate. RPI Consultants administers this survey to gauge the progress and perceptions of the great Infor Lawson community. The survey cap...
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  • RPI's Speed Sessions at Inforum 2018
    Speed Session #1 Lawson v11: The WHY in 20 minutes Before you learn HOW to go to v11 of the Lawson ERP system covering CloudSuite Financials & Supply Management and HCM, learn WHY you should. Join RPI leaders to learn and understand the WHY of v11. Tuesday, Sep 25, 1:30 PM - 1:50 PM   Presented by Keith Wayland, Managing Partner, RPI Consultants Mr. Wayland, RPI's Managing Partner and a certified Lawson Financials and Supply Chain consultant, has worked on Law...
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  • Schedule your Free Infor Lawson Coaching Session at Inforum
    Free Coaching Sessions with RPI at Inforum 2018 - Schedule Your Session Today! Schedule a 30 or 60 minute meeting with RPI while at Inforum. Talk about specific topics or just sit down and have a general conversation with one of our consultants about where your organization is now and where you want to be tomorrow. You've seen our webinars, now spend time with those same RPI experts as they provide coaching on the topics that matter to you most. There is no better way to spend your t...
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  • Here's what you Need to Know about Inforum 2018
    Inforum 2018 is September 24-27 in Washington, D.C. Have you Registered? Inforum 2018 is coming up in September and it's not too late to register for this amazing opportunity. Inforum is about connection with Infor executives and product experts, industry experts, colleagues, and peers. What idea will you get that could transform your entire business? What knowledge might you share that could help someone else achieve their goals? Inforum gives you endless opportunities to find ...
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  • One Week Left to Sign Up for the MWLUG IPA Symposium
    Time is running out to register for the MWLUG IPA Symposium. In this video, RPI’s Richard Leigh Stout and Jeremy Stoltzfus discuss about what you can expect to get out of the event. Check it out here! The IPA Symposium is a collaboration of developers, users, thought-leaders and other community members focusing on how to get the most out of IPA. It is a unique opportunity to share your experience and expertise around this powerful tool as well as to further your knowledge and understand...
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  • RPI's Summer Sizzler webinar replays are now in the Digital Concourse community
    RPI's Summer Sizzler Webinar Series Replays Are Ready to View This past week’s Summer Sizzler webinar series was a huge success and we would like to thank each and every one who attended for taking time out of your busy schedules to join us. If you missed any of the presentations or you’d like to watch again, they’re posted here. We would like to give a big thank you as well to our special guest stars this week. Skye Duckett, Chief Human Resource Officer for...
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  • Top 5 Things you Need to do in Preparation for RPI's Summer Webinars
    RPI's Infor Lawson Summer Sizzler Webinar Series begins on June 4th! As we count down the days until the practical, informative webinars, we're also here to count dow the top 5 things you need to know to make sure you're prepared to experience every bit of value that these webinars have to offer.    5. Log on Early! This may sound a bit underwhelming, but we've all been there — you log on to your webinar and experience the dreaded "technical difficul...
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  • Register for RPI's Summer 2018 Webinar Series!
    Summer's in full swing, and RPI is setting the table with a full spread of of your favorite Lawson topics. Covering Human Capital Management, Global HR, Imaging, Supply Chain and Finance including the new v11, RPI's Summer Sizzler webinar series is the place to be this June!
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  • RPI Consultants is Sponsoring the Keystone LUG Spring Meeting
    RPI at the KLUG RPI Consultants is proud to sponsor the Keystone Lawson User Group (KLUG) Meeting being hosted at the Wyndham Garden Inn in York, PA on Friday, April 27th. RPI will be the exclusive sponsor of the 2018 KLUG Meeting with over 20 subject matter experts in attendance and 8 sessions to present. Attending from RPI will be Business Analysts, Senior Consultants, Practice Managers and Partners. For more information or to register for the KLUG 2018 Spring Meeting, please visi...
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  • The MWLUG IPA Symposium: Take the Survey
    RPI Consultants is planning a symposium on Infor Process Automation (IPA) on Tuesday, June 26, 2018. It will be a collaboration of developers, users, and the community focused on how to leverage, use, and get the most out of IPA. It is being held in conjunction with the 2018 MWLUG Summer Meeting and will take place at the same location one day before the MWLUG begins. Join us on June 26th in Northfield, MN to learn, discuss and collaborate on all things Infor Process Automation!
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  • The 2018 Infor Winter Showcase Visitor's Guide by RPI Consultants
    Again this year RPI Consultants is excited to sponsor the 2018 Infor Winter Showcase in St. Paul, MN. For those attending, we would like to help you get the most out of this important event. RPI and WorkOutLoud have teamed up to produce our 2018 version of the Infor Winter Showcase Visitor’s Guide. In this visitor's guide, we’re highlighting some of our favorite restaurants, bars and destinations to visit while attending the 2018 Infor Winter Showcase.
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  • RPI's Lawson Winter Webinar Series - Watch the Recorded Webinars Now!
    RPI's Infor Lawson Winter Webinar Series was the week of December 5th, but if you missed it, don't worry! We've recorded all of our webinars and they're available for you to view here. Enjoy our webinars and if you have any questions, please email questions@rpic.com!
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  • Register for RPI's Infor Lawson Winter Webinar Series!
    Register now for RPI's Winter Webinar Webinar Series! As current year winds down, RPI is pulling out all the stops for our Winter Webinar Series. We’re bringing you topics from HCM, GHR, SCM, and Finance including AP Automation plus several presentations on CloudSuite FSM v11. A special guest will be popping by the studio to help us out, so amongst all the hustle and bustle that the month of December entails, take a little time to join us for some new and informative presentations! ...
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  • Last Chance to take the RPI Lawson SCM Elite Challenge!
    If you haven't taken the RPI Lawson SCM Challenge, there's still time! The quiz will stay open until the official end of Supply Chain Week 2017 on Saturday, October 7th. Next week we'll tally up all the scores and find out how you did! I want to give a  big thank you to all our participants, and all those who celebrated Supply Chain Week this year in other ways with their own teams. Every year Supply Chain week is a great opportunity to recognize those professionals who tou...
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  • RPI Consultants and the SELUG Donate $1,000 to Hurricane Relief
    During the Southeast Lawson User Group on September 18th, RPI Consultants matched the donation by the SELUG board to aid the victims of hurricanes Harvey and Irma. The partners, staff and family at RPI Consultants very much appreciated the privilege of being able to match the generous $1,000 donation made by the SELUG to the United Way for hurricane relief. Managing partner Keith Wayland was on hand with VP Sales & Marketing, Bill Geddy, to present the donation to SELUG’s Tanya an...
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  • RPI is proud to be the Diamond Sponsor for 2017 SELUG MEGA
    RPI is really thrilled to have to opportunity to be the Diamond Sponsor of this year’s Southeast Lawson User Group MEGA meeting next week in Charlotte, North Carolina. SELUG being one of the most active and robust user groups in the Lawson user community, their MEGA meeting is without a doubt a premier event on the calendar every year, and is absolutely one of our favorites to sponsor and attend. As in years past, we will be bringing more than a dozen of our functional and technical supers...
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  • The Infor Market Survey: Your Chance at Prizes
    Why take the time to respond? 1. Prizes! Who doesn’t love prizes? 2. Every respondent will get a copy of the survey results when completed. Get the low-down on what’s happening in the community and see where you stand in comparison to your peers. 3. RPI’s goal is to be the premier source for knowledge-sharing and enablement for the Infor Lawson community. To do that most effectively, we need to know what’s important to you and what you’d like to see in the future educational initiat...
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  • Schedule your Free Coaching Session at Inforum 2017
    Heading to Inforum this July? Then maximize your investment in the biggest event of the year. RPI Consultants can help you plan the best course of action for your organization's future and how RPI can assist in the process. Schedule your free coaching session below and enjoy all that Inforum and RPI has to offer. Not going to Inforum17 or don't have time? Then schedule a virtual meeting with RPI by contacting Logan Miller at lmiller@rpic.com.
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  • RPI Consultants Infor Market Survey - Win 24 Prizes!
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  • The IPA Symposium: What you Need to Know
    If you haven't heard, RPI Consultants is planning a symposium on Infor Process Automation (IPA) on Wed., Sep. 20th in Charlotte, NC. It will be a collaboration of developers, users, and the community focused on how to leverage, use, and get the most out of IPA. It is being held in after Southeast MEGA User Group fall meeting in Charlotte. You don't need to be a SELUG member to participate in the IPA Symposium and in addition, SELUG has opened their meeting to anyone from outside the group who would like to come to either event.
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  • Infor Lawson Spring Break Webinars by RPI - Meet the Presenters!
    View Article »
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  • Register Now - RPI Consultants ImageNow / Perceptive Content Webinars
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  • Register Now for FLUG 2017 - Hosted by RPI Consultants
    FLUG Spring 2017 Meeting The FLUG Spring 2017 meeting will be held at the Hillsborough Community College in Tampa, FL. Date: Friday, April 21, 2017 from 8AM - 3:30PM Where: Hillsborough Community College Brandon Student Services Center 10414 E Columbus Dr Tampa, FL 33619-7822
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  • The Infor Winter Showcase Visitor's Guide - By RPI Consultants
    The 2017 Infor Winter Showcase begins this week in St. Paul, MN. There is no doubt that the event will be a great educational experience for all who are involved, but what about after hours? Well, luckily RPI Consultants has you covered. With help from our friends at WorkOutLoud, RPI presents our very own Infor Winter Showcase Visitor’s Guide. Check out our brochure and learn about our favorite bars, restaurants and destinations for you to enjoy during your trip to St. Paul. Additionally, you can schedule a free meeting with RPI and discuss Lawson v10 upgrades, Global HR implementation, Lawson Supply Chain optimization, Lawson Financials optimization and more! Visit www.rpic.com/infor-winter-showcase/ to schedule your free meeting. Enjoy our visitor’s guide and we’ll see you in St. Paul!
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  • Don't miss registration for Infor Power Training and Winter Showcase
    This Friday February 24th registration will end for Infor’s Power Training and Winter Showcase taking place March 6th and 7th and then March 8th through the 10th respectively. The Power Training will cover Landmark Security, Process Automation, Technology Foundation, and Infor Security Services. These are some of the most requested training classes and they’re going to be led by some of Infor’s leading instructors. If you’ve had your eye on any of the courses, I can’t recommend strongly enough taking advantage of this opportunity. You get the entire course content condensed into two days which is really going to maximize the time you spend. The training will take place in Infor’s Educational Floor in their St. Paul headquarters which was just renovated and re-opened a couple of years ago, so the facilities are nice, new, and comfortable. I highly encourage you to check it out, especially since time is running short to sign up!
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  • A Step in the Right Direction
    This past week, I spent three days in New York City at Infor’s Executive Offices. It was a great visit, and the weather ranged from 30 to 70 degrees, sunny and rainy, and ready to snow as I left. What diversity and what a time in the city that never sleeps. I attended Infor’s Inaugural HCM Partner Summit where they updated us on the latest products, strategy, and marketing in and around the entire HCM Suite. It was great to get a status update on the global payroll strategy and v11 Landmark Payroll: anyone interested in being a v11 Payroll Beta? We also got to hear the executive commitment around HCM product development, strategy, and where Infor is headed from Charles Phillips, Stephan Scholl, and Soma Somasundaram, who joined the Summit.
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  • Finance Blog: Coding to the Inventory Account… from AP!
    It happens way more often than organizations realize.  Invoices get coded directly to the inventory account – which is no bueno when we are talking about a balance sheet GL account that is purportedly supposed to tie to a sub system (and that system is IC, not AP!)
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  • RPI's Winter Webinars
    As the cold and snow sets in over RPI HQ in Baltimore, the webinar crew is packing up and heading to the Tampa offices to bring you the best in informative talks for the holiday season. We hope you’ll join us as our functional and technical experts serve up some holiday treats. From Monday December 5th to Thursday, December 8th, we’ll be bringing you 18 webinars on some of the most current and useful topics for you and your organization. And just like the season, there’ll be something for everyone. From HCM Holy and Managed Service Mistletoe to Finance Festivities, Supply Chain Sugar Plums and Technical Toys, we’re sure you’ll find a few of your favorite things. So take a look at what’s coming up that week and we look forward to seeing you there!
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  • Substitute Inventory Receiving Work around
    The following is a clever workaround for receiving a substitute inventory item.
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  • How to Build Perceptive Content Views / ImageNow Views With RPI Consultants
    Join Senior Perceptive Content Consultant Jeff Jones as he walks you through how to build views in ImageNow / Perceptive Content.
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  • The Problem With Supply Chain Spend Reporting
    We’ve all gotten the request before…. What was our spend on item 11111 last year? Where do you go to provide them the data behind the request? PO54, MM280, or maybe you get a little crazy and start pulling records directly from POLINE?
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  • RQC Config, say what?! #SupplyChainWeek
    Did you know RQC has a configuration file that controls additional global settings outside of IC01, RQ04, etc.? It’s true! The RQC config file has a lot to offer your organization and often times is easily forgotten.
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  • Coding to the Inventory Account… from AP! #SupplyChainWeek
    It happens way more often than organizations realize. Invoices get coded directly to the inventory account – which is no Bueno when we are talking about a balance sheet GL account that is purportedly supposed to tie to a sub system (and that system is IC, not AP!) So why do we see directly Coded Invoices and Credits for Inventory Items in the first place? Don’t inventory items need to come through a PO to be received in as Inventory in the first place? Yes, they sure do!
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  • Perceptive Content AP eForm Custom Connector
    The AP Invoice eForm product for Perceptive Content offered by Lexmark Enterprise Software provides for a streamlined data entry process for many Accounts Payable departments. One pain point many people have experienced is its use of the “Virtual Tables”, a method used by this Perceptive eForm for storing Vendor, GL, and PO data. While these tables have satisfied the requirement of allowing the eForm to store and retrieve data for years, they aren’t perfect. Some of the issues we see include heavy resource usage and slow query speeds.
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  • RPI's Lawson Webinar Fall Festival
    RPI Consultants Lawson Candy Apple Webinar Fall Festival! Register today and take home all of your Lawson Festival goodies. www.rpic.com/webinars
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  • RPI's MWLUG Session: 10 Awesome Things to Do with your HR/HCM 10x in the Next Year
    RPI Consultants will be attending the Midwest Lawson User Group (MWLUG) in Northfield, MN. RPI is a gold sponsor at the 14th annual MWLUG summer user group which will take place August 24-25 at St. Olaf College. Schedule a meeting and meet with RPI at MWLUG. Maximize your investment in MWLUG by attending RPI's session on 10 awesome things to do with your HR/HCM 10x.
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  • RPI's Lawson 10x Differences Webinars: Back to School Edition
    Pack up your lunchbox and hit the books on August 18 to learn everything you need to know to ace Lawson 10.
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  • Schedule a Meeting at AHRMM with RPI's SCM Consulting Leader, Stephanie Kowal
    Mrs. Kowal, certified in Lawson's Procurement Suite, has over five years of experience working in materials management, process improvement, and project management, including three years in system administration. At heart, Mrs. Kowal is a self-directed learner and creative problem solver. She challenges constructs to identify and exploit the capabilities of a given process or system. Combining a degree in Communication with her natural aptitude for leadership and mentoring, she is an ideal resource on projects involving complex systems or processes and audiences with varying skill levels.
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  • Schedule a meeting at MWLUG with RPI's HCM Practice Manager, Melissa Olson
    Schedule a meeting with RPI's HCM Practice Manager, Melissa Olson. Melissa is a senior Infor/Lawson Human Capital Management applications consultant with origins in the technical side. She is experienced and certified in Lawson Global Human Resources and Talent Management as well as the Lawson S3 HR applications. Schedule a meeting with Melissa today. www.rpic.com/inforum
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  • Major Changes in Perceptive Content 7.1
    Perceptive Content 7.1 introduces a departmental security model where each department exists as if it were its own instance of Perceptive Content (ImageNow). There are two types of manager roles available in Content 7.1, Perceptive Manager and Department Manager. The Perceptive Manager role has replaced the owner account from previous versions.
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  • Mastering the ISS Synch
    We often provide the recommendation to clean-up your users in LSF before running an ISS synch, other than identifying and deleted orphaned records here are some pointers on running an ISS synch.
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  • What makes implementing GHR Payroll different than previous versions?
    If there is one takeaway you have from our CloudSuite HCM blog, it's not to wait until S3 is decommissioned to begin preparing for the upgrade to v11. So that you understand the level of effort required, let's use a basic company structure as an example of what a migration project looks like. Let's say the migration is for GHR Payroll with Absence Management (AM) for roughly 8,000 employees at a 43-week timeline. You could potentially cut some of that time out if AM is not being implemented alon...
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