Uniform item and document lifecycle control in Microsoft Dynamics NAV

Aug 14, 2014 12:00:00 AM

 Easy and consistent item and document lifecycle management with two new To-Increase applications for Microsoft Dynamics NAV

Your admin workers using Microsoft Dynamics NAV have to make the right decisions many times every day and always ensure the completeness of information. To help them manage the lifecycle of items and documents in Dynamics NAV more simply and consistently, we have created two applications that function through additional state settings. Document Lifecycle helps you with the lifecycle of sales, purchase, service, and warehouse documents. Item Lifecycle supports the lifecycle of items. If you already use a To-Increase solution in a Dynamics NAV environment, you can simply implement either add-in to make your employees’ lives easier.

When employees use the Document Lifecycle and Item Lifecycle applications, they remain in control to drive the workflows forward, but also benefit from an automated, structured process that handles the more mechanical aspects of their tasks. Intelligent functions check conditions and authorizations, and trigger routine actions such as printing and posting. You can automate lengthy tasks to run in the background without impacting system performance.

The Document Lifecycle and Item Lifecycle applications are based on the To-Increase workflow framework, a component of the Solution Center in each of our solutions for Microsoft Dynamics NAV. By guiding users through activities, the workflow framework shortens employees’ learning curve and gives them certainty in their tasks. At the same time, it maintains consistent processes with accurate and complete information. The workflows and action handlers in the lifecycle applications also help you avoid making needless customizations.

We also brought some BI to document and item lifecycle management in Dynamics NAV. An intuitive visual display of the lifecycle states, warnings, and errors in the Document Lifecycle and Item Lifecycle applications enables users to review the number of records per state and makes them aware of warnings and errors outside of non-urgent item states.

Nav -lifecycle -bi _500x 429

If you are interested in trying out the Item Lifecycle or Document Lifecycle applications, or know you want them in your Dynamics NAV environment, please contact marketing@to-increase.com.

With any feedback and questions, get in touch by contacting To-Increase.

Share this message
About Author
Luciano Cunha

Luciano Cunha

Chief Executive Officer (CEO) For Luciano, being responsible for To-Increase’s global sales and marketing means unleashing the company’s insight, innovation, and creativity to tell our story and help customers achieve their goals. On the road much of the time, he travels the world to meet with customers, understand their challenges and ambitions, and find the most effective ways to help them advance. Luciano develops and mentors our marketing and sales team, and creates strategies to help the To-Increase worldwide partner channel thrive and grow.
Making Customer Needs the Main Business Driver Luciano and his team have daily conversations with the To-Increase research and development organization to bring customers’ requirements and concerns into the road maps and design of our solutions. Luciano brings his insight to the marketing group to make sure the company’s communications resonate with customers and speak directly to their experience.
“I’m awed by customers’ innovative spirit in taking business management technology past its limits and by their generosity in letting us participate and empower them. I hope to transform our organization to become even more customer-centric than we are today. That means making more resources available to spend productive time with both our customers and partners, so we can ensure that we place into customer businesses effective solutions that fit the evolutionary stage of their operation and the way their people and processes work.”
Empowering a Global Channel
Because To-Increase only sells through partners, readying the channel to be successful in helping customers is a business-critical effort. Luciano aims to meet partners where their interests are. Partners who consider the relationship with To-Increase strategic can rely on our industry specialists to work with them as they plan their growth and serve customers. If partners prefer a less collaborative relationship, they still receive the rich To-Increase expertise and resources to ensure they win the business, perform a successful deployment, and retain a satisfied customer. In working with partners and their customers, Luciano brings to bear his experience of many years of creating successful, customer-focused business development and marketing strategies in many of the world’s countries and regions.
Enabling Customer Success in Challenging Business Environments
Looking into the near future, Luciano expects that customers will continue to expect To-Increase to help them make business sense of unfolding trends and technologies. For example, the internet of things (IoT) will thoroughly revolutionize manufacturing, engineering, and supply chains. Big data will be meaningful and valuable when decision-makers can use technology solutions to transform it into actionable business intelligence that supports key roles and business processes. Mobility will help companies become digital enterprises and move business processes forward from any location, at any time. Team To-Increase harnesses innovation to help customers translate the promise of these technologies into business results.
Before his current role, Luciano for several years was one of To-Increase’s global industry directors, responsible for our industry solutions. His experience also spans more than 17 years in IT and manufacturing management roles. These positions took him into various areas at IBM Brazil, serving as product manager for several software development companies, and included working in senior management at a manufacturing organization in the U.S.
Luciano is married with two young children. Away from work, he enjoys participating in a soccer class together with his son and daughter as well as taking relaxing walks in natural environments with his family.

Get In Touch

Related Blogs