Aktuelle News aus der Microsoft Dynamics Welt und von TSO-DATA
Aktuelle News aus der Microsoft Dynamics Welt und von TSO-DATA
Aktuelle News aus der Microsoft Dynamics Welt und von TSO-DATA

ERP and DMS successfully linked with the TSO-DATA DMS Connector

As a successful energy service provider, OVE supplies more than 400 objects throughout Germany, true to its motto "object supply with rational energy use". Depending on the nature of the object and project, the information and documents generated are extremely diverse, often interlinked and must be stored in an audit-proof manner in accordance with GoBD.

Until now, the OVE staff managed and organised the objects and projects in a CRM system (Customer Relationship Management), which, however, did not offer the possibility of storing related documents, such as contracts or receipts. In addition, the documents and reports related to the ERP system Microsoft Dynamics NAV also played a major role. These had to be archived in connection with their respective transaction in such a way that fast and transparent access was ensured.

Together with TSO-DATA, OVE decided to take the next step in the digitalisation of the company by improving the CRM and ERP processes with a DMS or ECM system.

Read in our detailed case study how the CRM was replaced by the document management system M-Files, how an existing ERP and M-Files were intelligently connected by means of the TSO-DATA DMS Connector and how an automatic invoice processing was also implemented. Find out what the great benefits of the individual systems are and how your company can also profit from them.

The partnership-based cooperation at eye level, mutual respect and clear communication made the project process much easier. We were thus able to constructively master special challenges together and quickly find solutions.

Johanna Wiltmann, Project management and Consulting TSO-DATA

Do you have questions about the project or the applications? Our experts look forward to hearing from you.

Andreas Blom
+49 (541) 1395-84