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Tag: ERP (Articles)
Articles 108
Events 7
Groups 4
Messages 323
Profiles 10

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  • When Your ERP Consultant Isn’t the Right Fit
    In this episode of RPI Tech Connect, Senior Financial Consultant Alesandro Gargano shares what the project recovery process looks like for customers who’ve decided it’s time for a change. From the first conversation to rebuilding momentum, Alesandro explains how the right partner earns your trust, works with your team, and gets things moving again.
    View Article »
    March 4th, 2026
    Blog: RPI Consultants
    Author: RPI Tech Connect
  • 2026 Infor Community Survey Results & Takeaways
    Below are five of the most compelling insights from this year’s survey. To explore the full data set, including detailed breakdowns and visual trends, download the State of the Infor Community Infographic.
    View Article »
    February 11th, 2026
    Blog: RPI Consultants
    Author: Ben Mills
  • What No One Tells You About ERP Projects
    Listeners will learn what causes ERP projects to go off track, how strong project managers identify issues early, and what organizations should look for when selecting an ERP implementation partner.
    View Article »
    February 4th, 2026
    Blog: RPI Consultants
    Author: RPI Tech Connect
  • The Role of a Client-Side Project Manager &Why ERP Projects Need One
    In this post, we’ll explore the value a client-side PM provides, as well as explore challenges that arise during ERP implementations in the absence of one. But first, the basics about what’s involved with an ERP project, and who’s responsible for what.
    View Article »
    January 14th, 2026
    Blog: RPI Consultants
    Author: Theresa Nelson
  • The ERP Shortlist Method That Works
    If you are preparing to evaluate ERP options, this episode offers a grounded framework for choosing with confidence and avoiding costly surprises later.
    View Article »
    December 10th, 2025
    Blog: RPI Consultants
    Author: RPI Tech Connect
  • Making ERP Success Visible
    ERP success often happens quietly. When the system runs smoothly, it blends into the background, even though the journey to get there is full of effort, decisions, and change. In this episode of RPI Tech Connect, ERP advisor Cindy Vindasius joins to discuss how teams can bring those wins to the surface.
    View Article »
    November 19th, 2025
    Blog: RPI Consultants
    Author: RPI Tech Connect
  • What Great ERP Projects Have in Common
    Whether you’re leading digital transformation or planning for one, this episode offers a candid look at how to turn complex ERP initiatives into lasting success stories, and what every great project has in common.
    View Article »
    October 22nd, 2025
    Blog: RPI Consultants
    Author: RPI Tech Connect
  • Customizations vs Configurations: What’s the Difference?
    So, when your business needs to tailor its ERP system, should you customize or configure? Choosing the wrong path can lead to skyrocketing costs and long-term inefficiencies.
    View Article »
    October 15th, 2025
    Blog: RPI Consultants
    Author: Richard Leigh Stout
  • AHRMM 2025: From AI to Tariffs, How Supply Chains Are Adapting
    These takeaways offer an actionable path forward for organizations eager to strengthen their supply chain and make the most of their ERP investments. Below we explain each in greater detail.
    View Article »
    September 17th, 2025
    Blog: RPI Consultants
    Author: Ayana Brown
  • The Prep Work That Makes or Breaks a Cloud Move
    Moving to the cloud is exciting, but it’s also a big lift. And the way you prepare shapes how successful the project will be. That’s the focus of this episode of RPI Tech Connect, where host Chris Arey sits down with Ken Foley, VP of the Infor Practice at RPI, to talk through the prep work that makes all the difference once a migration kicks off.
    View Article »
    September 10th, 2025
    Blog: RPI Consultants
    Author: RPI Tech Connect
  • Why ERP Support Services Are Essential After Go-Live
    Successful ERP management isn’t just about getting through implementation or stabilization but rather about having the right ERP support services to ensure the system scales with your business and remains aligned with your goals and needs well after go-live.
    View Article »
    September 3rd, 2025
    Blog: RPI Consultants
    Author: Richard Leigh Stout
  • The Governance Factor: Putting Healthcare’s Back-Office Data to Work
    Healthcare has no shortage of data—but using it to actually improve patient outcomes is another story. In this episode of RPI Tech Connect, John Lynn, founder of Healthcare IT Today, explains why better data governance is the missing link.
    View Article »
    August 27th, 2025
    Blog: RPI Consultants
    Author: RPI Tech Connect
  • From Manual to Measurable: How UMMS Streamlined HR with RPI and Vault Verify
    In this episode of RPI Tech Connect, host Chris Arey speaks with Rebecca Hielke from the University of Maryland Medical System and Donny Phillips of Vault Verify about how UMMS tackled a frustrating, time-consuming employment verification process, transforming it into an automated, efficient workflow with real-time visibility.
    View Article »
    August 13th, 2025
    Blog: RPI Consultants
    Author: RPI Tech Connect
  • Why Strong Test Management Delivers Better ERP Outcomes
    Whether you’re planning an ERP cloud migration or simply need a better way to manage ongoing updates, this conversation reveals how smart test management strategies—and tools like Dokimi—are transforming how organizations plan, execute, and evolve their ERP environments.
    View Article »
    July 30th, 2025
    Blog: RPI Consultants
    Author: RPI Tech Connect
  • Fixing What’s Broken: Healthcare’s Tech Reckoning
    In this episode of RPI Tech Connect, longtime healthcare tech leader Brian Rosenberg joins the program to explore how AI and ERP systems—like Infor’s new Velocity platform and RPI’s own Yoga—are reshaping everything from patient scheduling to invoice processing.
    View Article »
    July 16th, 2025
    Blog: RPI Consultants
    Author: RPI Tech Connect
  • A Deep Dive Inside Infor Connect 2025
    Join RPI Principal Technical Consultant Jeremy Stoltzfus as he discusses the biggest takeaways from this year’s Infor Connect conference in Dallas. From deep dives into the Velocity Suite and the latest in reporting enhancements to improved user experience upgrades and GenAI applications for frontline workers—this episode covers it all.
    View Article »
    June 4th, 2025
    Blog: RPI Consultants
    Author: RPI Tech Connect
  • 5 Key Findings From Infor Connect 2025
    The annual showing once again unveiled key developments made to the cloud-based ERP and allowed for meaningful collaboration between partners and customers. With an active ear to the community, Infor highlighted several important initiatives—some already available, others still on the horizon.
    View Article »
    June 4th, 2025
    Blog: RPI Consultants
    Author: Keith Wayland
  • When Software Stops Being Rigid, Work Gets Easier
    In this episode of RPI Tech Connect, host Chris Arey sits down with Myles Coates, Cloud Engineer and “solutions expert” on the Yoga team at RPI Consultants. Together, they discuss the overwhelming landscape of enterprise software and explore how Yoga Flexible Software is cutting through the noise with AI-driven, tailor-fit solutions.
    View Article »
    May 21st, 2025
    Blog: RPI Consultants
    Author: RPI Tech Connect
  • Infor Accounts Payable Automation That Works the Way You Do
    In this post, we’ll explore where the challenges associated with standard AP functionality tend to surface, different types of solutions organizations should consider depending on their needs, and the value in choosing purpose-built tools like Yoga for FSM to close the gap entirely.
    View Article »
    May 14th, 2025
    Blog: RPI Consultants
    Author: Chad Tucker
  • ERP Implementation Readiness: Addressing Gaps Early
    ERP implementations are often met with high hopes and expectations. However, the road to a successful deployment is not without its challenges. In fact, 55-75% of ERP projects either fail completely, or simply don’t meet their intended objectives. In this article, we’ll cover four essential steps that will help you navigate the complexities of ERP implementation readiness, and lay the foundation for a smooth, successful project outcome.
    View Article »
    April 16th, 2025
    Blog: RPI Consultants
    Author: Laura Vela
  • ERP Starts Here: How Due Diligence Drives Project Success
    Before you sign the contract or assign resources, there’s one thing every ERP project needs, a healthy dosage of due diligence. In this episode of RPI Tech Connect, we sit down with Senior Project Manager Laura Vela to break down the most common missteps organizations make when kicking off ERP initiatives, as well as five key steps on how to avoid them.
    View Article »
    April 9th, 2025
    Blog: RPI Consultants
    Author: Laura Vela
  • How Infor ERP Integrations Simplify Customization for Service Organizations
    Service organizations face unique challenges when it comes to managing their operations, finances, and workforce. But those difficulties are just the tip of the iceberg.
    View Article »
    February 19th, 2025
    Blog: RPI Consultants
    Author: Keith Wayland
  • When to Consult vs. When to Train: Meeting Your Organization’s Needs
    Consulting and training may sound similar but they’re actually quite different, and knowing when to leverage each service can help shape your future state ERP and overall organizational success. In the latest episode of RPI Tech Connect, Principal Consultant Cailen Myers shares insights on how organizations can navigate the decision between consulting and training for ERP project success. Tune in as Cailen discusses the key differences, how to assess which approach is best for your needs, .....
    View Article »
    December 11th, 2024
    Blog: RPI Consultants
    Author: RPI Tech Connect
  • A Single Platform for all your Invoicing Needs
    If you are looking for an API automation solution, you’ll know there are a ton on the market. This is mostly due to a lack of a single e-invoicing solution, which EDI has been attempting to fix for a long time (with moderate success). EDI is prevalent at a lot of organizations we work with, but it still leaves much to be desired.
    View Article »
    December 23rd, 2022
    Blog: RPI Consultants
    Author: RPI's CPA Team
  • Vendor Portals & the Procure-to-Pay Process
    Let’s take a moment to elaborate on the importance of vendor portals to the AP and procure-to-pay process. In short, they are extremely important, not only for onboarding vendor purchasing information and enabling vendors to interact with payments, but also because the efficiency they provide helps your accounts payable department ensure everyone is getting paid on time, which oftentimes carries the added benefit of on-time payment discounts. Especially for large organizations, this can be a h.....
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    December 16th, 2022
    Blog: RPI Consultants
    Author: RPI's CPA Team
  • What to Know Ahead of a Data Migration for v11 CloudSuite
    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 your ERP system, and 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.
    View Article »
    December 14th, 2022
    Blog: RPI Consultants
    Author: RPI's CloudSuite HCM Team
  • Approvals are a Breeze with Infor CloudSuite
    Invoice approvals are something that we've worked on with many organizations over the last two decades. When I started at RPI, helping with the shared services and accounts payable department consolidations within the industry was a big part of the work that I did, so I'd like to explain more about this process.
    View Article »
    December 13th, 2022
    Blog: RPI Consultants
    Author: Richard Leigh Stout
  • How Can Vendor Portals Improve Efficiency?
    Vendors and how they are onboarded are an interesting topic for our ongoing procure-to-pay discussion. For many organizations, accounts payable departments fall under finance in supply chain, while purchasing falls under materials management. One commonality between these two is the vendors used and how they are onboarded. Sometimes, this depends on which industry you're operating in. For example, if you are a government agency it is likely that you must undertake different types of checks for v...
    View Article »
    December 9th, 2022
    Blog: RPI Consultants
    Author: RPI's CPA Team
  • 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.
    View Article »
    December 2nd, 2022
    Blog: RPI Consultants
    Author: RPI's CPA Team
  • 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...
    View Article »
    November 30th, 2022
    Blog: RPI Consultants
    Author: RPI's CloudSuite HCM Team
  • 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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    November 29th, 2022
    Blog: RPI Consultants
    Author: Richard Leigh Stout
  • 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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    November 23rd, 2022
    Blog: RPI Consultants
    Author: RPI's CPA Team
  • 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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    November 16th, 2022
    Blog: RPI Consultants
    Author: RPI's CloudSuite HCM Team
  • 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.
    View Article »
    November 11th, 2022
    Blog: RPI Consultants
    Author: RPI's CPA Team
  • 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.
    View Article »
    November 10th, 2022
    Blog: RPI Consultants
    Author: Keith Wayland
  • 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.
    View Article »
    November 4th, 2022
    Blog: RPI Consultants
    Author: RPI's CPA Team
  • 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 ...
    View Article »
    November 2nd, 2022
    Blog: RPI Consultants
    Author: RPI's CloudSuite HCM Team
  • 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...
    View Article »
    November 1st, 2022
    Blog: RPI Consultants
    Author: Richard Leigh Stout
  • 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...
    View Article »
    October 26th, 2022
    Blog: RPI Consultants
    Author: RPI's CloudSuite HCM Team
  • 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...
    View Article »
    October 25th, 2022
    Blog: RPI Consultants
    Author: Keith Wayland
  • 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.
    View Article »
    October 24th, 2022
    Blog: RPI Consultants
    Author: RPI's CPA Team
  • 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...
    View Article »
    October 20th, 2022
    Blog: RPI Consultants
    Author: RPI's CloudSuite HCM Team
  • 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...
    View Article »
    October 11th, 2022
    Blog: RPI Consultants
    Author: Jeremy Stoltzfus & Chris Ruszin
  • 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.
    View Article »
    October 7th, 2022
    Blog: RPI Consultants
    Author: RPI's CPA team
  • 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...
    View Article »
    October 6th, 2022
    Blog: RPI Consultants
    Author: RPI's CloudSuite HCM Team
  • 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...
    View Article »
    October 4th, 2022
    Blog: RPI Consultants
    Author: Jeremy Stolzfus & Chris Ruszin
  • 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.
    View Article »
    September 27th, 2022
    Blog: RPI Consultants
    Author: Jeremy Stoltzfus & Chris Ruszin
  • 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.
    View Article »
    September 22nd, 2022
    Blog: RPI Consultants
    Author: RPI Public Sector Services
  • 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...
    View Article »
    September 20th, 2022
    Blog: RPI Consultants
    Author: Jeremy Stoltzfus & Chris Ruszin
  • 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.
    View Article »
    September 15th, 2022
    Blog: RPI Consultants
    Author: RPI Public Sector Services
  • 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 ...
    View Article »
    September 13th, 2022
    Blog: RPI Consultants
    Author: Jeremy Stoltzfus & Chris Ruszin
  • 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...
    View Article »
    September 8th, 2022
    Blog: RPI Consultants
    Author: RPI Public Sector Services
  • 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...
    View Article »
    September 7th, 2022
    Blog: RPI Consultants
    Author: RPI's CloudSuite HCM Team
  • 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...
    View Article »
    September 6th, 2022
    Blog: RPI Consultants
    Author: Jeremy Stoltzfus & Chris Ruszin
  • 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...
    View Article »
    September 1st, 2022
    Blog: RPI Consultants
    Author: RPI's Public Sector Services
  • 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....
    View Article »
    August 31st, 2022
    Blog: RPI Consultants
    Author: RPI's CloudSuite HCM Team
  • 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.....
    View Article »
    August 30th, 2022
    Blog: RPI Consultants
    Author: Jeremy Stoltzfus & Chris Ruszin
  • 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...
    View Article »
    August 25th, 2022
    Blog: RPI Consultants
    Author: RPI Public Sector Service
  • 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.
    View Article »
    August 24th, 2022
    Blog: RPI Consultants
    Author: Jeremy Stoltzfus & Chris Ruszin
  • 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.....
    View Article »
    August 19th, 2022
    Blog: RPI Consultants
    Author: RPI's CPA Team
  • 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...
    View Article »
    August 18th, 2022
    Blog: RPI Consultants
    Author: Mike Guay
  • 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.
    View Article »
    August 18th, 2022
    Blog: RPI Consultants
    Author: RPI Public Sector Services
  • 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.....
    View Article »
    August 12th, 2022
    Blog: RPI Consultants
    Author: RPI's CPA Team
  • 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...
    View Article »
    August 12th, 2022
    Blog: RPI Consultants
    Author: RPI Public Sector Services
  • 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.
    View Article »
    August 11th, 2022
    Blog: RPI Consultants
    Author: RPI's CloudSuite HCM Team
  • 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 .....
    View Article »
    August 9th, 2022
    Blog: RPI Consultants
    Author: Keith Wayland
  • 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...
    View Article »
    August 4th, 2022
    Blog: RPI Consultants
    Author: RPI Public Sector Services
  • 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.
    View Article »
    August 4th, 2022
    Blog: RPI Consultants
    Author: RPI's CloudSuite HCM Team
  • 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.
    View Article »
    August 3rd, 2022
    Blog: RPI Consultants
    Author: Richard Leigh Stout
  • 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.
    View Article »
    July 28th, 2022
    Blog: RPI Consultants
    Author: RPI Public Sector Services
  • 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.
    View Article »
    July 22nd, 2022
    Blog: RPI Consultants
    Author: RPI Public Sector Services
  • 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.
    View Article »
    July 20th, 2022
    Blog: RPI Consultants
    Author: RPI's CloudSuite HCM Team
  • 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.
    View Article »
    July 20th, 2022
    Blog: RPI Consultants
    Author: Keith Wayland
  • 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?
    View Article »
    July 14th, 2022
    Blog: RPI Consultants
    Author: RPI Public Sector Services
  • 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.
    View Article »
    July 14th, 2022
    Blog: RPI Consultants
    Author: RPI's CloudSuite HCM Team
  • 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.
    View Article »
    July 13th, 2022
    Blog: RPI Consultants
    Author: Richard Leigh Stout
  • 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.
    View Article »
    July 7th, 2022
    Blog: RPI Consultants
    Author: RPI Public Sector Services
  • 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.
    View Article »
    July 6th, 2022
    Blog: RPI Consultants
    Author: RPI's CloudSuite HCM Team
  • 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 .....
    View Article »
    July 6th, 2022
    Blog: RPI Consultants
    Author: Keith Wayland
  • 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 .....
    View Article »
    July 1st, 2022
    Blog: RPI Consultants
    Author: Bill Geddy
  • 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.
    View Article »
    July 1st, 2022
    Blog: RPI Consultants
    Author: RPI's CPA Team
  • 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.....
    View Article »
    July 1st, 2022
    Blog: RPI Consultants
    Author: RPI Public Sector Services
  • 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...
    View Article »
    July 1st, 2022
    Blog: RPI Consultants
    Author: RPI's CloudSuite HCM Team
  • 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.
    View Article »
    June 24th, 2022
    Blog: RPI Consultants
    Author: RPI's CPA Team
  • 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...
    View Article »
    June 24th, 2022
    Blog: RPI Consultants
    Author: RPI's CloudSuite HCM Team
  • 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.....
    View Article »
    June 24th, 2022
    Blog: RPI Consultants
    Author: RPI Public Sector Services
  • 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.
    View Article »
    June 21st, 2022
    Blog: RPI Consultants
    Author: Richard Leigh Stout
  • 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.
    View Article »
    June 17th, 2022
    Blog: RPI Consultants
    Author: RPI's CPA Team
  • 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.....
    View Article »
    June 15th, 2022
    Blog: RPI Consultants
    Author: RPI's CloudSuite HCM Team
  • 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, ...
    View Article »
    June 14th, 2022
    Blog: RPI Consultants
    Author: Keith Wayland
  • 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.....
    View Article »
    June 8th, 2022
    Blog: RPI Consultants
    Author: RPI's CloudSuite HCM Team
  • Get To Know: Velocity's Unique M3 Data Conversion Tool
    Data conversion is always a critical task in any Enterprise Resource Planning (ERP) implementation project. It impacts the project’s timeline, go-live readiness and overall success.
    View Article »
    January 12th, 2016
    Blog: Velocity Technology Solutions
    Author: Debra Fraser
  • The New Edge In Clinical Care: Service Desk as a Service
    Imagine the cost to your healthcare organization when the doctors, nurses and support staff are locked out of patient files because they can’t recall their passwords, or can’t run a trauma code efficiently, because some records are locked away behind a screen.
    View Article »
    August 17th, 2015
    Blog: Velocity Technology Solutions
    Author: Debra Fraser

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