Digitalization of Master Data Management: focus on efficiency & security

A salesperson and a supplier have decided to formalize an agreement. After agreeing on the terms, the salesperson needs to gather the necessary information to review and confirm the agreement. Often, this involves collecting data in an Excel file, sending the file via email for review by multiple parties, creating a PDF of the approved agreement, and finally entering all the details manually into an M3 system. This process is time-consuming and also opens the door to potential errors and security risks. We have developed a solution to streamline and secure the entire process: a custom application designed to integrate with standard Infor OS functions.

How does this new application work?

Our application transforms the entire process of managing master data. Instead of using multiple tools and applications, such as Excel and email, all data and communication is centralized within a single platform.


The MDM application offers the following features

With the application, you can avoid using complicated Excel templates without error controls for data entry. Instead, you and your colleagues can collaborate efficiently and securely on a centralized platform, reducing the risk of errors and increasing productivity.

User-Friendliness & Accessibility

Role-based access

Depending on your role in the organization, you get different permissions and see different parts of the application.

Progress bar

Easily see where you are in the process.

M3-Prefixed Fields and Smart Dropdown Menus

Particularly useful for users who are not experts in M3.

Data quality & security

Validation against M3

Each field in the application has its own validation, ensuring that you can never enter incorrect data.

Error handling

If something goes wrong, the application will show what is wrong and how it can be resolved.

File Attachment Capability

When you save in the application, documents are automatically saved to Infor Document Management.

Collaboration & efficiency

Same view for internal and external users

Both you and your suppliers see the same information live.

Internal workflow

Easily notify colleagues of tasks that need to be completed.

Effektivisering av arbetsflöden

Samla in, granska och godkänna data från olika källor snabbt och smidigt. Med funktioner som progress bar och interna arbetsflöden kan du enkelt se var du är i processen och vad som behöver göras härnäst. Det minskar den tid det tar att slutföra uppgifter och förbättrar produktiviteten inom organisationen.

Förbättrad datakvalitet och säkerhet

Applikationen erbjuder robusta funktioner för att säkerställa datakvaliteten och säkerheten. Med validering mot M3 kan du vara säker på att du alltid matar in korrekt data. Dessutom, genom att eliminera behovet av att skicka känslig information via e-post, minskar applikationen risken för dataintrång och läckage.

Främjande av samarbete och transparens

Applikationen gör det möjligt för interna och externa användare att se exakt samma information live. Det blir enklare att samarbeta mellan olika parter och ökar transparensen i hela processen. Med möjligheten att meddela kollegor om uppgifter, kan du enkelt samordna arbetsflöden och se till att alla är på samma sida.

Sammanfattning och mer information

Masterdata management behöver inte vara en komplex och tidskrävande process. Med rätt verktyg kan du effektivisera arbetsflöden, förbättra datakvaliteten och säkerheten, och främja samarbete och transparens.

För mer information och demo av applikationen, kontakta Olof 👋

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