Word App and Windows Azure Simplify Manufacturing Document Management

Apr 3, 2014 12:00:00 AM

Blog Hero Image (9)

For project-based manufacturers who use Microsoft Dynamics NAV in integration with To-Increase Industrial Equipment Manufacturing, creating and managing project-related documents has recently become much more efficient. You can create documents by using a free To-Increase app for Word, manage them in SharePoint Online, and easily sync them with the document repository in Microsoft Dynamics NAV. Because the solutions live in a Windows Azure cloud infrastructure, users can access them from any location, at any time, from any connected Windows 8 device.

With the ability to house Microsoft Dynamics NAV (integrated with Industrial Equipment Manufacturing), Office, and SharePoint in the cloud, some aspects of project management in project-based manufacturing become less challenging and more flexible. You can now access document management capabilities directly from Industrial Equipment Manufacturing, and you can also create project documents with ERP data directly from within Word through a new app we developed. With these capabilities, you can save time, avoid errors that easily happen when you re-key or copy data, and can keep project documents consistent.

Every project has its own project site that you can create from within Microsoft Dynamics NAV. Also from Microsoft Dynamics NAV, you can manage the project-related content on these project sites and sync it between the ERP system and SharePoint Online. When you set up a job in Industrial Equipment Manufacturing 2013 R2, in addition to your site template and administrative credentials, you have the option to specify the URL for the project site in SharePoint Online as well as SharePoint On-Premise. It only takes a few minutes to provision a job site, but we know that can be too much of a wait for the people in the busy roles performing this task. For that reason, we created an action handler for the workflow, which transitions the provisioning steps to a job queue and handles it in the background.

IEM Office 1

After setup, you can open the project site from the Job Card or Job list. The home page shows the main KPIs and also gives you a menu option called Project Documents, which allows you to import or create project documents from or in SharePoint. Because the document library syncs with Microsoft Dynamics NAV, you do not need to open SharePoint to access the Job documents.

IEM Office 2

Streamlining project-related content development, To-Increase’s free Office app helps you create Word documents that include data fields for information from Industrial Equipment Manufacturing and NAV. You can simply download the app from the Office store, either by going to the store directly or by choosing it through the Apps for Office function in the Insert tab in Word.

IEM Office 3

When you start using the app, your first step is saving the settings required to access an NAV database that runs on Microsoft Azure. Then you select the tables whose information you want to bring into your Word document. You can design a document template, create a document based on a template, or even build a document with ERP data without using a template. You save your documents to the content repository on the project site.

By means of this app, you can take advantage of ERP in the cloud to create job quotes, change notices, and other documents you need, quickly and whenever you like. You can use a desktop, laptop, tablet, or Windows phone.

If you have downloaded and used our app to create project documents, or have questions about it, please get in touch with your questions or feedback 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

Aug 14, 2019 8:42:38 AM
May 15, 2019 9:27:53 AM
May 2, 2019 8:10:16 AM