Customer Spotlight: Steel Warehouse

Filmed LIVE at Community Summit 2024 in San Antonio, Texas, USA on the 15th of October.

An Operations Transformation with Formpipe's Document Management Solutions

By successfully leveraging Lasernet and Autoform DM, have Steel Warehouse addressed a variety of operational needs, streamlining processes and enhancing efficiency across multiple use cases.

  • Invoice & External Document Management – Leveraging Lasernet’s OCR functionality alongside Autoform DM, Steel Warehouse ingested over 1TB of vendor invoices from their legacy archive into Finance and Operations.
  • Customer Portal for Documentation  Autoform DM replaced SharePoint to create a centralised platform, enabling customers to access both legacy and Dynamics 365 documents with ease.
  • Document Creation & Management – Lasernet replaced SSRS, providing a flexible form editor for building templates and managing complex documentation efficiently.
  • Labels & Barcodes – Using Lasernet, Steel Warehouse could design, edit, and adjust labels and barcodes. These were generated from Dynamics 365 data and routed to the correct printers via the Lasernet Connector.
  • Smarter Emails – By building rules within Lasernet, Steel Warehouse automated the use of contact addresses and purposes for vendors and customers, streamlining email communication.

About Michelle Spain

Michelle brings forth over 20 years of extensive experience in customer and end user-facing roles within Technology partner and direct customer environments. Proficient in managing high-priority customer concerns, including media and BBB complaints, Michelle is deeply committed to delivering an exceptional white-glove experience. Michelle takes great pride in ensuring that customers consistently receive top-tier support.

Michelle's journey with Lasernet commenced with a role in AX finance consulting, part of project teams working in AX2012 and D365 F&O. Gradually this evolved into specializing in the Lasernet Developer's Form Editor and the Lasernet AX Connector. This role allowed her to support many businesses in various industries with Lasernet - implementing transformative solutions tailored to address complex business requirements.

Serving as a Business Systems Analyst on the IT team of Steel Warehouse, Michelle is an integral part of the Applications team responsible for implementing D365 F&O across the organization.

michelles
davidl

About David Little

David boasts an impressive career spanning over 20 years in output and document management, with more than 15 of those years dedicated to his role at Formpipe. His deep-rooted expertise enables him to understand the challenges faced by customers and to provide tailored solutions that deliver real value. As a trusted advisor, David specialises in Lasernet, an all-encompassing platform that simplifies and enhances document design, generation, distribution, and archiving.

Video Agenda:

Formpipe – David Little

00:00 Introduction

01:04 Overview of Formpipe

01:47 Benefits of Lasernet

06:19 Benefits of Autoform DM

10:10 Announcement of Lasernet Essentials

Steel Warehouse – Michelle Spain

11:37 Overview of Steel Warehouse

14:50 Investigating a new ERP

16:16 Business Cases for Change

21:04 Moving to Dynamics 365

22:54 The Power of Lasernet

23:20 Invoice & External Document Management

26:57 Customer Portal for Documentation

28:26 Document Creation & Management

37:29 Labels & Barcodes

41:09 Smarter Emails

46:15 Steel Warehouse Today

50:08 Lessons Learned

52:31 Outro

steel-warehouse-people

About Steel Warehouse

Steel Warehouse is a family-owned, leading steel processing and service centre, known for its comprehensive distribution, shipping, and processing capabilities. With expertise in handling slit coil, sheet, plate, and cold-rolled steel, Steel Warehouse provides high-quality products tailored to meet diverse customer requirements.

Operating from 12 locations worldwide, Steel Warehouse excels in delivering precision across surface, dimension, grade, and flatness specifications. With over 75 years of experience, the company has earned a strong reputation for integrity and exceptional customer service, making it a trusted partner in the steel industry.

Committed to continuous innovation and growth, Steel Warehouse remains focused on helping customers achieve their goals by providing dependable, cutting-edge solutions.

steel-warehouse-steel-coils-row

Customer Story: Steel Warehouse

Steel Warehouse upgraded to Microsoft Dynamics 365 but needed more from it. Partnering with Formpipe enhanced their data and document management.

od_collage1

Lasernet Demos on Demand

Get the most out of the Lasernet solution with our videos filled with tips and tricks and more in-depth videos to get you a pro user in no time.