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Infor LX Tips, Infor LN Tips, BPCS Tips, Baan Tips, Infor M3 Tips & Infor ERP News, Crossroads Connection

Resources Infor ERP Tips & Infor ERP News Details

CASE STUDY: Navigating an ERP Upgrade with Outdated Knowledge

Kathy Barthelt 0 748 Article rating: 5.0

The Problem: Knowledge Gaps in a Legacy ERP Environment

For organizations running long-established global ERP systems such as Infor Baan or LN, upgrades can be daunting. Over the years, employee turnover, internal role changes, and evolving business structures often erode institutional knowledge of the original ERP setup.

When the time comes to upgrade, teams frequently lack a clear understanding of how the system is currently being used. This knowledge gap leads to inefficient planning, costly rework, and missed opportunities for process optimization.


The Solution: A Blueprint-Based Assessment and Optimization Strategy

To address this challenge for one of our LN customers, we implemented a blueprint-driven assessment designed to provide a clear, data-backed foundation for their ERP upgrade.

Our strategic approach focused on objective comparison and actionable insight, using a step-by-step methodology:

  1. Benchmarking Against a Standard Blueprint
    We created a standard LN functionality blueprint representing the ideal model of available processes and best practices.

  2. Site-by-Site Analysis
    Each customer site’s configuration and usage were compared to the standard blueprint, identifying gaps, customizations, and inefficiencies.

  3. Efficiency and Optimization Reporting
    The comparison highlighted workflow inconsistencies and process variations across sites, enabling targeted optimization and standardization.

  4. Budgeting and Roadmap Development
    The results provided a data-driven foundation for budgeting, along with a clear, prioritized roadmap for the upcoming upgrade.


How the Solution Was Implemented...

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Webinar Invitation: JumpStart for WebTop Decorators for Infor LX

September 18, 2025 | 12pm CT / 1pm ET

George Moroses 0 426 Article rating: 5.0

Date: Thursday, September 18, 2025
Time: 12:00 PM CT | 1:00 PM ET

Infor LX users already understand the value of WebTop for simplifying navigation and extending capabilities. In this webinar, we’ll take it a step further and show you how WebTop Decorators can help you customize and streamline your Infor LX experience.

What You’ll Learn

  • How to enable WebTop Designer Mode
  • How to assign Web Administrators
  • How to enable a Grid Decorator
  • …and much more!


Speaker: Nick Olson, Crossroads RMC

Register: https://ibmi.workoutloud.com/Event/-decoratorswebtop/Register/0

👉 Can’t attend live on Thursday? Register for free and we’ll send you the recording after the session.


Additional Opportunity at inPOWER

We’ll also present JumpStart for WebTop Decorators for Infor LX at inPOWER:

The Far-Reaching Impact of Disconnected Data

Kathy Barthelt 0 2936 Article rating: 5.0

Disconnected data doesn’t just slow you down—it creates bottlenecks across your entire business. When your ERP isn’t connected to the systems you rely on, every department feels it.

How Disconnected Data Hurts Your Organization

  • Operations: Spreadsheets and manual order entry waste valuable time.

  • Finance: Budgets, POs, and invoices stuck in silos cause delays and errors.

  • Technology: Teams burn hours exporting data to stay “up to date.”

  • Executives: No single source of truth makes it hard to see the big picture.

A recent study found that 61% of companies face project delays from slow data integration, while employees waste the equivalent of 19 workdays per year moving data between systems. That’s lost productivity you can’t afford.

Why ERP Integration Matters
Your ERP is the heart of your operations. Connecting it to the rest of your business tools unlocks:

  • Real-time data access → no more outdated spreadsheets.

  • Improved communication → one source of truth for every team.

  • Higher productivity → eliminate duplicate entry and manual reporting.

  • Smarter supply chains → better visibility, fewer delays.

  • Sales enablement → reps get live pricing, inventory, and customer data.


Simplify Integration with Infor ION...

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5 WARNING SIGNS Your Disconnected Business Systems Are Costing You Money

Crossroads RMC 0 2981 Article rating: 5.0

  1. You Can’t Track Project Costs in Real-Time
    If you're waiting until after a project wraps up to find out whether it was profitable, that’s a major red flag. Without real-time cost tracking, you're making critical decisions in the dark.

  2. Quoting and Estimating Are Slow, Manual, or Inconsistent
    Does it take hours—or even days—to build a custom quote because you're pulling information from multiple systems? That lost time translates directly into lost sales opportunities.

  3. You Rely on Spreadsheets for Critical Operations
    Spreadsheets are useful—until they’re not. Issues like version control problems, accidental overwrites, and human error can lead to costly mistakes.

  4. Scheduling and Inventory Management Are Disconnected from Financials
    If your production and finance teams aren’t working from the same data, it’s only a matter of time before you face delays, stockouts, or budget overruns.

  5. You Don’t Have a Real-Time View of Project Profitability
    Without live costing tied directly to jobs, small losses can accumulate unnoticed, until it's too late.

Disconnected data refers to information stored outside your core business systems, like your ERP. While this data has value, a lack of integration causes inefficiencies and misalignment across your organization, often more than you realize.

The Cost of Disconnected Data...

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