Formpipe, inc. 1200 US Highway 22 E Suite 2000 Bridgewater, NJ 08807 Tel : +1 908 399 7828 Email
2 Burlington Park Station Road, Foxton Cambridge - CB22 6SA Tel: +44 1223 872747 Email
Unit 1, Isaac Newton Centre Nottingham Science Park Nottingham – NG7 2RH Tel: +44 115 924 8475 Email
Midwich revolutionizes its document management process with Dynamics 365, supported by DXC and Formpipe
Midwich Limited, a leading trade-only distributor of technology solutions, develops commercial proposals in AV, IT, and document solutions for the hospitality, healthcare, retail, education, corporate, and public sectors.
As part of its Dynamics 365 implementation, Midwich began looking for a solution that could help it manage an array of output documents, including invoices, remittance advice, purchase orders, and customer account statements, across multiple legal entities and in various languages. By using Formpipe's Lasernet output management solution, Midwich has revolutionized the way business documents are created to fulfil customer requirements.
Quick to install and use
Installation, configuration, training and development complete within 9 months.
Display correct customer account details based on transaction according to correct currency.
Design documents your way
Implement design changes within minutes, without the need for programming.
Collaboration was key to success
The implementation was completed in nine months, from installation and configuration to training and development. The transition has empowered Midwich to digitize outbound communications with customers while helping it import data with ease and precision.
DXC and Formpipe worked collaboratively with Midwich on solution deployment, configuration, document development, and training, providing customers with in-house skills to develop and amend documents. The Lasernet output management solution is capable of creating, distributing, and archiving business documents in any format (email, fax, PDF, PDF/A, EDI, XML) to meet customer requirements in an intelligent and structured manner.
Standard functionality challenges
The way business documents are communicated is vital to their success. A business document can create and enhance corporate identity, but an organization must adopt the right solution to be able to meet the challenges of changing formats, media, and ERP systems.
Midwich had a very specific output requirement for customer financial account statements, which needed to display the correct bank account details based on currency and customer order reference. This functionality requirement is not part of standard report capacity or underlying table structures.
Midwich also faced functionality challenges in using standard SQL Server Reporting Services (SSRS) because it lacked the flexibility to deal with the level of changes required. As a result, Midwich had to customize output documents in Dynamics 365, which proved to be labour-intensive and came at a significant financial cost.
A cost-effective and easy-to-use solution
DXC Technology, a Microsoft Gold partner, recommended Lasernet as an economical solution to address its business functionality challenges. A market-leading bespoke input and output management solution, Lasernet allows Midwich to support the requirements of its customers via module-based software.
The transition to Lasernet provided Midwich with a cost-effective solution to best represent its corporate identity in customer-facing documents, such as customer statements, invoices, purchase orders and remittance advice slips. By leveraging Lasernet, the process of setting up specific formats for documents, particularly statements, has been greatly simplified and enabled Midwich to bring development in-house, so documents can be designed and edited quickly and cost-effectively.
The benefits of transitioning
Lasernet offers market-leading functionality for designing business documents. By adopting Lasernet, Midwich has completely transformed the way it communicates its brand in business documents. Lasernet’s intuitive drag-and-drop interface means that design changes can be implemented in just a few minutes, providing a highly flexible approach to creating different types of customer-facing documents. Business documents can be sent to Midwich’s external stakeholders and customers using a design that aligns with their brand identity, offering a more flexible and bespoke format than the default invoice available through Dynamics 365.
The Lasernet implementation provides Midwich with other long-term benefits as well. The solution’s multilingual capability allows Midwich to repurpose templates with different overlays and languages. This enables roll-out to other legal entities to be achieved in days, rather than weeks or months.
“The support from Lasernet and DXC has been very responsive and obliging,” Stephen Power, Head of Project Management for Midwich, said about the transition to Lasernet and the level of support provided during the implementation. “There are a few key members of the consulting team who are ex-AX consultants with a great experience of D365 who have helped us achieve a greater understanding of what can be done with Lasernet."