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
13.03.2024

Revolutionizing digital document management at A-Z Gartenhaus GmbH

Founded in 2002, A-Z Gartenhaus GmbH is Europe's market leader for garden sheds. Every year, over 15,000 customers find their desired product through the specialist retailer for garden and house projects.

A-Z Gartenhaus GmbH was faced with the challenge of modernizing its document management and increasing the efficiency of its processes. Working closely with TSO-DATA, an experienced partner in the field of digital transformation, the company decided to implement the M-Files document management system, including the DMS Connector for connecting the DMS to the ERP system Microsoft Dynamics 365 Business Central and Continia Document Capture for fully automated document capture.

Goals and challenges

The main objective of the project was to optimize incoming invoice verification and create transparent document flows in order to increase efficiency and productivity within the company. The challenges lay in the seamless integration of the new systems into the existing IT infrastructure and the training of employees to ensure a high level of acceptance and efficient use of the new solutions.

Implementation and solutions

The implementation was successfully completed in 2023 and included the introduction of M-Files for document management, the DMS Connector for connection to the ERP system Microsoft Dynamics 365 Business Central and Continia Document Capture for the automated capture of incoming documents.

Always have the right information to hand with M-Files

M-Files revolutionizes document management by replacing traditional folder structures. It relies on metadata-based links with keywords and classifications (such as quotations, orders, invoices) to make documents easier to find. This innovative approach eliminates duplicate files, ensures you are working with the latest document version and enables transparent change tracking. M-Files supports flexible access from anywhere and a comprehensive authorization concept that regulates access to documents.

 

DMS Connector - Efficient interaction between ERP and DMS

The DMS Connector, an in-house development from TSO-DATA, enables seamless integration of M-Files into Business Central. It makes it easier to store and search for documents directly from the ERP interface by assigning scanned documents via drag & drop and simplifying access to relevant documents. This integration saves time, increases efficiency and provides additional transparency and reliability in the handling of business data.

 

Automatic document processing with Document Capture

TSO-DATA optimized the invoice receipt process of A-Z Gartenhaus GmbH with the Document Capture add-on for Business Central. Document Capture automates the capture of relevant document fields using OCR technology and seamlessly integrates the data into Business Central. This considerably simplifies the processing of digital and scanned paper documents, reduces sources of error and increases process efficiency.

Results and benefits

The introduction of M-Files and Continia Document Capture led to a significant increase in efficiency in document management and improved the transparency and traceability of document flows in the company. Automated processes reduced manual errors and made it possible to save time when searching for and processing documents. In addition, data quality and security improved, and collaboration and the flow of information within the company were optimized.

"The implementation of M-Files and Continia Document Capture has fully met our expectations. Thanks to TSO-DATA, we benefit from the significantly increased efficiency in our document management."

confirms Anna De Florio, Team Lead ERP & EDI at A-Z Gartenhaus GmbH.

Among other things, the DMS Connector ensures that users can remain in the familiar application environment of their ERP system and do not have to switch between different interfaces in order to search for documents or emails for specific processes.

"With TSO-DATA's DMS Connector, we have experienced a significant increase in efficiency in connecting our ERP system with M-Files. Its integration allows easy filing of documents directly into M-Files via Business Central, which speeds up the process and saves us important time. This improvement has optimized our work processes and contributed to our overall satisfaction."

says Anna De Florio.

Conclusion

A-Z Gartenhaus GmbH has taken a significant step towards digital transformation with the introduction of M-Files, the DMS Connector and Continia Document Capture. The project, successfully implemented by the expertise of TSO-DATA, has not only optimized internal processes, but also laid the foundation for future innovations and improvements.

Questions about the project - contact us now!

Come to me now - I'll show you how to master your document management more efficiently in the future with M-Files.

Andreas Blom

Sales M-Files

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