AI-Driven Automation in ERP

The Evolution of AI in Business Processes

AI has undergone a remarkable evolution in recent years, transforming the landscape of business processes across various industries. Initially, AI was perceived as a futuristic concept, but rapid advancements in technology and data analytics have brought it into the mainstream. In the context of business processes, AI has evolved from basic rule-based automation to sophisticated machine learning algorithms and neural networks.

The early stages of AI in business processes involved rule-based systems that executed predefined tasks. As technology progressed, machine learning algorithms enabled AI systems to learn and adapt from data, allowing for more dynamic and intelligent decision-making. The integration of natural language processing (NLP) and computer vision further expanded the capabilities of AI, enabling it to understand and interpret unstructured data, such as text and images.

In the present era, AI in business processes is marked by predictive analytics, cognitive computing, and automation of complex tasks. The ability to analyze vast datasets, identify patterns, and make predictions has become a game-changer for organizations seeking operational efficiency and strategic insights.

Significance of AI-Driven Automation in IT Services:

In the realm of IT services, the significance of AI-driven automation cannot be overstated. IT services organizations are faced with the challenge of managing vast amounts of data, handling routine tasks, and ensuring seamless business operations. AI-driven automation in ERP systems brings a myriad of benefits to address these challenges.

1. Enhanced Efficiency:

AI automates repetitive and time-consuming tasks, freeing up human resources to focus on more strategic and value-added activities. This efficiency gain results in quicker decision-making processes and improved overall operational speed.

2. Smarter Decision-Making:

AI’s ability to analyze large datasets enables organizations to make data-driven decisions. The predictive analytics capabilities of AI assist in forecasting trends, identifying opportunities, and mitigating risks, contributing to more informed and strategic decision-making.

3. Cost Reduction:

Automation through AI helps in reducing operational costs by minimizing errors, optimizing resource utilization, and streamlining processes. This cost-effectiveness is particularly crucial for IT services organizations operating in a competitive market.

4. Scalability and Adaptability:

AI-driven systems can scale to handle increasing workloads without proportional increases in human intervention. Additionally, these systems are adaptable to changing business requirements, ensuring that IT services organizations can stay agile in a dynamic market environment.

5. Customer Satisfaction:

Through AI-driven automation, IT services can offer faster response times, personalized customer interactions, and improved service quality. This enhances customer satisfaction and loyalty, crucial factors in the success of IT service providers.

AI-driven automation in IT services lies in its ability to revolutionize business processes, drive efficiency, facilitate smarter decision-making, reduce costs, ensure scalability, and ultimately enhance the overall value proposition for both the organization and its clients.

Understanding AI in ERP

Definition and Scope of AI in ERP:

Definition: Artificial Intelligence (AI) in the context of Enterprise Resource Planning (ERP) refers to the integration of intelligent technologies and algorithms within ERP systems to enhance automation, decision-making, and overall operational efficiency.

Scope: The scope of AI in ERP extends beyond traditional rule-based automation. It encompasses machine learning, natural language processing, predictive analytics, and other advanced technologies, enabling ERP systems to learn, adapt, and make intelligent decisions based on data patterns.

Key Components of AI-Driven ERP:

– Machine Learning (ML): ML algorithms enable ERP systems to learn from historical data, identify patterns, and make predictions. This is particularly valuable in forecasting, demand planning, and anomaly detection.

Natural Language Processing (NLP): NLP allows ERP systems to understand and interpret human language, facilitating seamless interaction between users and the system. This is evident in chatbots, voice commands, and language-based data analysis.

Predictive Analytics: AI-driven ERP leverages predictive analytics to anticipate future trends, behaviors, and outcomes. This aids in proactive decision-making and risk management.

– Computer Vision: In industries dealing with visual data, such as manufacturing or logistics, computer vision is a key component. It enables ERP systems to analyze and interpret visual information, improving processes like quality control and inventory management.

Real-world Applications in IT Services:

1. Automated Data Entry and Processing:

– AI-driven ERP systems automate data entry tasks, reducing manual errors and ensuring data accuracy. This is particularly beneficial in handling large volumes of information common in IT services.

2. Intelligent Resource Allocation:

– AI optimizes resource allocation by analyzing project requirements, employee skills, and workloads. This results in efficient project management and improved utilization of human resources.

3. Predictive Maintenance:

– In IT infrastructure management, AI in ERP predicts potential issues and recommends preventive measures. This proactive approach reduces downtime and enhances the reliability of IT services.

4. Dynamic Pricing Strategies:

– AI-driven ERP assists in dynamic pricing strategies by analyzing market trends, competitor pricing, and customer behavior. This is particularly relevant for IT services offering varied pricing models.

5. Enhanced Customer Relationship Management (CRM):

– AI enhances CRM in IT services by analyzing customer interactions, predicting customer needs, and personalizing communication. This leads to improved client satisfaction and retention.

AI in ERP involves recognizing its definition, scope, and key components. The real-world applications of AI-driven ERP in IT services demonstrate its practical implications for streamlining operations, improving decision-making, and enhancing customer satisfaction.

Future Trends in AI-Driven ERP for IT Services

A. Continuous Advancements in AI Technology:

– The future of AI-driven ERP in IT services hinges on ongoing advancements in AI technology. As machine learning algorithms become more sophisticated, ERP systems will evolve to deliver enhanced predictive analytics, deeper learning capabilities, and increased adaptability. Continuous strides in natural language processing and computer vision will further refine user interactions and data interpretation, propelling AI-driven ERP to new heights of efficiency and intelligence.

B. Emerging Innovations in ERP Systems:

– ERP systems are poised for groundbreaking innovations, driven by AI integration. Expect to witness the rise of augmented analytics, where AI not only provides insights but also recommends actions, transforming decision-making processes. Blockchain integration into ERP will enhance data security and traceability. Furthermore, the convergence of AI with the Internet of Things (IoT) will enable ERP systems to harness real-time data from interconnected devices, optimizing processes in ways previously unattainable.

C. Anticipated Impact on IT Services Landscape:

– The anticipated impact of AI-driven ERP on the IT services landscape is monumental. Increased automation will streamline routine tasks, allowing IT professionals to focus on complex problem-solving and innovation. AI’s predictive capabilities will revolutionize service delivery, enabling proactive issue resolution and personalized client experiences. This transformation will position IT services organizations as more agile, data-driven entities, capable of adapting swiftly to evolving client needs and industry dynamics. As AI continues to shape the ERP landscape, IT services will witness a paradigm shift, leveraging intelligent technologies to achieve unprecedented levels of operational excellence and client satisfaction.

Conclusion

In summary, AI-driven automation in ERP has transformed the landscape of IT services by enhancing efficiency, decision-making, and customer satisfaction. From automated data processes to intelligent resource allocation, the impact of AI on ERP systems is evident in optimizing business operations. 

The Path Forward: Embracing the AI Revolution: 

The path forward involves wholeheartedly embracing the AI revolution. IT services organizations must recognize AI’s potential to drive innovation, adaptability, and competitiveness. Embracing this revolution means integrating AI into organizational strategies, fostering a culture of continuous learning, and leveraging intelligent technologies to stay at the forefront of the industry. 

Moving Toward a Smarter Future: 

The call to action is clear: IT services organizations must actively invest in AI-driven ERP solutions, upskill their workforce, and adopt a forward-thinking mindset. By doing so, they not only position themselves to thrive in a rapidly evolving digital landscape but also contribute to a smarter future where AI enhances productivity, unlocks new possibilities, and shapes a more intelligent and responsive IT services sector. The time to act is now, as the journey toward a smarter future through AI-driven automation in ERP beckons.

Know more about how AI drives automation in the ERP market and helps enhance your business. Contact us now

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Industry 4.0

Industry 4.0, also known as the Fourth Industrial Revolution, represents a significant shift in manufacturing and business processes, driven by the integration of digital technologies. Enterprise Resource Planning (ERP) systems play a crucial role in this transformation by adapting to and supporting the implementation of Industry 4.0 technologies.
Navigating the Fourth Industrial Revolution.

1. IoT Integration:

A. Real-time Data Capture:

– ERP systems are incorporating IoT capabilities to capture real-time data from various devices and sensors deployed in the manufacturing environment. This data includes information about machine performance, production status, and quality metrics.

B. Enhanced Visibility:

– IoT integration provides enhanced visibility into the entire production process. ERP systems leverage this data to offer a comprehensive view of the supply chain, enabling better decision-making and proactive management of potential disruptions.

C. Predictive Maintenance

– Leveraging IoT data, ERP systems enable predictive maintenance by analyzing equipment performance. This functionality helps organizations anticipate machinery failures, reducing downtime and optimizing maintenance schedules.

D. Quality Control:

– IoT-connected sensors contribute to improved quality control. ERP systems can monitor and analyze real-time data related to product quality, facilitating immediate corrective actions and enhancing overall product consistency.

2. Smart Manufacturing:

A. Automation and Robotics Integration:

– ERP systems are evolving to seamlessly integrate with automation and robotics technologies, enabling the orchestration of manufacturing processes. This integration enhances operational efficiency and reduces the reliance on manual labor.

B. Data-Driven Decision-Making:

– Smart manufacturing involves the use of data analytics and AI algorithms. ERP systems are incorporating these features to enable data-driven decision-making, optimizing production processes, and adapting to changing market demands.

C. Agile Production:

– Industry 4.0 emphasizes agile manufacturing and ERP systems are adapting by providing flexible production planning and scheduling. This agility allows manufacturers to respond quickly to changes in demand and product specifications.

D. Connectivity with Digital Twin Technology:

– ERP systems are exploring connectivity with digital twin technology, creating virtual representations of physical assets. This facilitates simulation, testing, and optimization of manufacturing processes before actual implementation.

3. Cross-Functional Integration:

A. Supply Chain Connectivity:

– ERP systems are extending their capabilities to enhance connectivity across the entire supply chain. This includes real-time collaboration with suppliers, distributors, and other stakeholders, fostering a more responsive and interconnected ecosystem.

B. Integration with Customer Relationship Management (CRM):

– Industry 4.0 encourages a customer-centric approach. ERP systems are evolving to integrate seamlessly with CRM systems, providing insights into customer preferences and enabling personalized manufacturing processes.

C. Comprehensive Data Analysis:

– ERP systems now offer advanced analytics tools to process the vast amounts of data generated by Industry 4.0 technologies. This comprehensive analysis allows organizations to identify trends, optimize processes, and make informed strategic decisions.

4. User-Friendly Interfaces and Training:

A. Intuitive User Interfaces:

– Recognizing the diverse skill sets of users in Industry 4.0 environments, ERP systems are incorporating intuitive user interfaces. This ensures that operators, managers, and other stakeholders can easily interact with and extract valuable insights from the ERP platform.

B. Training Support for New Technologies:

– ERP vendors are including training modules within their systems to help users adapt to new technologies associated with Industry 4.0. This proactive approach supports a smoother transition and ensures that organizations can leverage the full potential of these technologies.

5. Security Measures:

1. Cybersecurity Protocols:

– With increased connectivity, ERP systems are prioritizing robust cybersecurity measures. This includes encryption, access controls, and continuous monitoring to safeguard sensitive data from potential cyber threats.

2. Compliance Management:

– ERP systems are evolving to include features that support compliance with industry regulations and standards. This is critical in Industry 4.0, where data privacy and regulatory adherence are paramount concerns.

Conclusion

In conclusion, ERP systems are undergoing significant transformations to align with the principles of Industry 4.0, leveraging IoT, smart manufacturing, and other advanced technologies. This evolution enhances operational efficiency, promotes agility, and positions organizations to thrive in the dynamic landscape of the Fourth Industrial Revolution.

Know more about how we can help you get onboard the future, contact our experts

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Rise of Cloud ERP

Considering Moving to Cloud ERP? There are many benefits of migrating to cloud ERP from an on-premises solution, but the cost savings have got to be on top of that list. It’s no secret that your total cost of ownership is significantly lower with cloud ERP.

In fact, according to a Forrester Total Economic Impact report, organisations that moved to the cloud managed to 

  • Experienced an estimated 40% administration savings from eliminating software updates, storage allocation, server backups, and restores
  • Reduced deployment costs by an estimated 30-50% versus on-premises
  • Reduce total cost of ownership by 10.25%
  • Saw additional savings on hardware, storage, and disaster recovery costs

What’s the Deal?

Up to 40% discount on your replacement Microsoft Dynamics 365 Business Central cloud licenses.

Enterprise Resource Planning (ERP) systems are integrated software solutions designed to streamline and manage various business processes. These comprehensive platforms enable organisations to consolidate and automate functions such as finance, human resources, supply chain management, and customer relationship management. The primary goal of ERP is to enhance efficiency, facilitate data flow across departments, and provide a centralised view of an organisation’s operations.

Transition to Cloud-Based ERP Solutions:

Traditionally, ERP systems were deployed on-premise, requiring substantial investments in hardware, maintenance, and skilled IT personnel. The shift to cloud-based ERP solutions involves hosting these systems on remote servers accessible via the Internet. This transition allows businesses to leverage the benefits of cloud computing, including scalability, flexibility, and cost-effectiveness. Cloud-based ERP eliminates the need for extensive infrastructure, enabling faster deployment and easier updates.

Significance of Cloud ERP in Contemporary Business Environments:

Cloud ERP is increasingly gaining prominence in today’s business landscape due to its ability to address the evolving needs of organisations. In a rapidly changing business environment, cloud ERP provides agility, allowing companies to adapt to market dynamics quickly. With the accessibility of real-time data, enhanced collaboration tools, and seamless integration with emerging technologies, cloud ERP empowers businesses to make informed decisions, improve operational efficiency, and stay competitive in the digital era. The scalability of cloud solutions also ensures that businesses can easily adjust their ERP systems to accommodate growth without significant infrastructure investments.

Latest Trends in Cloud-Based ERP Solutions

A. Scalability and Flexibility

1. Discussion on the Ability of Cloud ERP to Scale with Business Growth:

– Cloud ERP systems provide businesses with the inherent capability to scale their operations seamlessly. As companies experience growth, whether in terms of increased data volumes, expanded user base, or extended functionalities, cloud-based solutions offer the flexibility to accommodate these changes efficiently.

– The scalability of cloud ERP is particularly advantageous in dynamic business environments where rapid expansion or contraction may occur. Organisations can adjust their resource usage and pay for only the resources they need, ensuring optimal performance without over-provisioning.

2. Flexibility in Adapting to Changing Business Needs and Market Dynamics:

– One of the key strengths of cloud ERP lies in its adaptability to evolving business needs and market dynamics. Cloud solutions are designed to be agile, allowing organisations to modify configurations, add new features, or integrate additional modules as requirements change.

– This flexibility enables businesses to respond quickly to market trends, regulatory changes, or shifts in consumer behaviour. Whether it’s the integration of new technologies, compliance updates, or alterations in business processes, cloud ERP systems can be easily customised to align with the organisation’s strategic objectives.

These aspects of scalability and flexibility make cloud-based ERP solutions a strategic choice for businesses seeking to not only manage their current operations effectively but also to future-proof their systems against the uncertainties of an ever-changing business landscape.

B. Artificial Intelligence (AI) Integration

1. Exploring How AI is Enhancing ERP Functionalities in the Cloud:

– Cloud-based ERP systems are increasingly integrating Artificial Intelligence (AI) to enhance their functionalities. AI brings predictive analytics, machine learning, and natural language processing capabilities to ERP, allowing for smarter automation and decision-making.

– AI in cloud ERP enables systems to analyse vast datasets in real-time, providing insights into trends, forecasting, and optimization. This enhances efficiency by automating routine tasks, identifying patterns, and supporting data-driven decision-making processes.

2. Real-World Examples of AI-Driven Features in Cloud ERP Systems:

– Examples of AI integration in cloud ERP include predictive maintenance in manufacturing, where AI algorithms analyse equipment data to predict maintenance needs, reducing downtime and costs.

– In supply chain management, AI helps optimise inventory levels by forecasting demand, ensuring efficient stock management. Additionally, AI-powered chatbots within ERP systems enhance user experience and support through natural language interactions.

C. Integration with Emerging Technologies

1. Overview of How Cloud ERP Integrates with Technologies like IoT and Blockchain:

– Cloud ERP systems seamlessly integrate with emerging technologies, such as the Internet of Things (IoT) and blockchain. IoT devices provide real-time data, enabling better monitoring and control of processes within the ERP framework.

– Blockchain integration ensures secure and transparent transaction records, enhancing trust in supply chain and financial transactions. This technology integration helps in creating a more resilient and accountable business ecosystem.

2. Impact on Data Accuracy, Visibility, and Decision-Making Processes:

– The integration of IoT enhances data accuracy by providing real-time, sensor-generated data. This real-time visibility into operations allows for better decision-making based on up-to-the-minute information.

– Blockchain integration improves data security and transparency, ensuring that every transaction is traceable and tamper-proof. This not only boosts data accuracy but also instils confidence in decision-making processes, especially in industries where trust and transparency are critical.

These trends showcase how cloud-based ERP systems are at the forefront of adopting cutting-edge technologies, providing businesses with advanced capabilities to stay competitive and agile in a rapidly evolving business landscape.

Benefits of Cloud ERP for Businesses

A. Cost Efficiency

1. Comparison of Costs Associated with On-Premise vs. Cloud ERP Solutions:

– Cloud ERP solutions eliminate the need for significant upfront investments in hardware, infrastructure, and maintenance, which are common with on-premise systems. Businesses can shift from a capital expenditure (CapEx) model to an operational expenditure (OpEx) model, reducing initial financial burdens.

– On-premise solutions often incur hidden costs related to maintenance, updates, and IT personnel. Cloud ERP offers a transparent pricing model, allowing businesses to pay for the resources they use, resulting in a more predictable cost structure.

2. Cost-Saving Benefits for Small and Large Enterprises:

– Small enterprises benefit from the affordability and scalability of cloud ERP, avoiding the high upfront costs associated with traditional systems. Large enterprises, on the other hand, can optimise their IT spending by scaling resources based on demand, avoiding overprovisioning and reducing overall operational costs.

B. Enhanced Collaboration

1. Discussion on How Cloud ERP Fosters Collaboration Among Teams:

– Cloud ERP systems facilitate seamless collaboration by providing centralised access to real-time data. Teams can collaborate irrespective of geographical location, fostering a more connected and efficient work environment.

– Collaborative tools within cloud ERP, such as shared dashboards and document repositories, streamline communication, ensuring that teams work cohesively towards common goals.

2. Improved Communication and Information Sharing Across Departments:

– Cloud ERP breaks down silos by allowing departments to access and share information effortlessly. This improves cross-functional communication, reducing bottlenecks and ensuring that everyone is working with the same updated data.

– Enhanced communication leads to better decision-making, as teams can quickly respond to changes and challenges with a unified understanding of the business landscape.

C. Real-time Data Access and Analytics

1. Significance of Real-time Data for Informed Decision-Making:

– Cloud ERP provides real-time access to critical business data, allowing decision-makers to make informed choices based on up-to-the-minute information. This agility is crucial in a fast-paced business environment where timely decisions can impact competitiveness.

– Real-time data access ensures that businesses can respond swiftly to market changes, customer demands, and operational challenges, gaining a competitive edge.

2. Analytics Capabilities in Cloud ERP Systems for Strategic Insights:

– Cloud ERP systems come equipped with robust analytics tools that transform raw data into actionable insights. These analytics capabilities enable businesses to identify trends, forecast future outcomes, and make data-driven decisions that align with strategic goals.

– The integration of analytics within the ERP framework empowers businesses to optimise processes, identify areas for improvement, and stay ahead of market trends.

D. Automatic Updates and Maintenance

1. Elimination of Manual Updates and Maintenance Tasks:

– Cloud ERP systems automatically handle updates and maintenance tasks, eliminating the need for businesses to allocate resources for manual interventions. This ensures that the system is always up-to-date with the latest features, security patches, and compliance requirements.

– Automatic updates save time and resources, allowing businesses to focus on their core operations without disruptions caused by maintenance activities.

2. Ensuring the System's Security and Performance through Automatic Updates:

– Automatic updates in cloud ERP systems not only enhance security by patching vulnerabilities promptly but also contribute to overall system performance improvements. This proactive approach minimises the risk of security breaches and ensures that the ERP system operates at optimal efficiency.

– Businesses can rely on cloud providers to manage updates, ensuring that their ERP infrastructure remains secure and resilient without the need for constant manual oversight.

Future Outlook

A. Predictions for the Future of Cloud ERP:

– The future of cloud ERP holds exciting possibilities, with a growing emphasis on enhanced AI capabilities. Predictive analytics, machine learning, and further automation are expected to play pivotal roles, enabling ERP systems to evolve into even more intelligent and adaptive solutions.

– Integration with emerging technologies like augmented reality (AR) and virtual reality (VR) is anticipated, providing immersive user experiences and innovative ways to interact with ERP data.

B. Anticipated Advancements and Innovations in the Field:

Continuous advancements in cloud ERP will likely lead to more industry-specific solutions, addressing unique needs across various sectors. Customization will become more intuitive, allowing businesses to tailor ERP systems to their specific workflows without extensive coding requirements.

Blockchain integration may further expand, enhancing the security and transparency of transactions within ERP systems. Additionally, the seamless incorporation of 5G technology is expected to boost real-time data accessibility, fostering even quicker decision-making processes.

Conclusion

As businesses navigate the complexities of a dynamic market, embracing cloud ERP becomes not just a technological choice but a strategic imperative. The benefits of scalability, innovation, and cost efficiency position cloud ERP as a catalyst for sustainable growth.

Organisations are encouraged to assess their current systems, consider the future landscape, and leverage the transformative power of cloud ERP to stay agile, competitive, and well-prepared for the opportunities that lie ahead. Embracing cloud ERP is not just an investment in technology; it’s an investment in the future success and resilience of the business.

Get in touch with our experts to embrace the cloud ERP and invest in your future success.

Planning to implement an ERP system ?

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Make the sales Cycle faster by choosing the right B2B platform

In the dynamic landscape of B2B transactions, where every interaction counts, having a robust and innovative customer web portal is a necessity. It’s not just about creating a digital space; it’s about an immersive and seamless experience that transforms the way businesses connect, collaborate, and thrive. In this blog, we explore the key elements that can revolutionise your B2B interactions through the right customer web portal.

The Power of the Right Platform

The first step in this digital transformation journey is selecting the right platform. It’s not just about features; it’s about a relationship that fuels your growth. Scalability, customisation, and integration capabilities are the cornerstones. Your portal should be a chameleon, adapting effortlessly to your unique business needs while seamlessly integrating with your existing systems.

Security

In the era of cyber threats, security is not negotiable. Your customer web portal should be impenetrable, safeguarding sensitive data and ensuring secure transactions. Look for encryption standards, robust authentication mechanisms, and compliance certifications that instil confidence in your customers.

Availability Redefined: No Downtime, Only Uptime

Downtime is the nemesis of productivity. Your platform should be synonymous with availability, offering features like load balancing and failover mechanisms. Business doesn’t sleep, and neither should your portal. Constant availability ensures your stakeholders can access critical information whenever they need it.

User Experience: Where Intuition Meets Innovation

A user-friendly interface is the gateway to adoption. Your portal should be an intuitive playground, minimising the learning curve for users. Mobile responsiveness is not just a checkbox; it’s a mandate. In a world where business happens on the go, your portal should seamlessly transition from desktops to tablets to smartphones.

Collaboration and Communication

B2B interactions are not just about transactions; they are about relationships. Your portal should be a hub of collaboration, offering built-in communication tools, document sharing, and task management features. Transform transactions into partnerships through seamless communication.

The Power of Analytics

Data is the currency of the future. Your portal should not just facilitate transactions but also offer a treasure trove of insights. Robust analytics and reporting features empower you with the knowledge to make informed decisions, track trends, and stay ahead of the curve.

Support and Training

A comprehensive support system and training resources are the unsung heroes of digital transformation. Your chosen platform should not just provide a tool; it should be a partner in your success journey. From onboarding to troubleshooting, your team should feel supported every step of the way.

Embrace the Future

In the world of B2B interactions, your customer web portal is the digital handshake that sets the tone for your business relationships. Choose wisely, invest thoughtfully, and embark on a journey where innovation meets intuition, and digital experiences redefine B2B success.

User-Friendly Design

In the world of B2B customer web portals, having an easy-to-use design is super important. Picture a digital space where everything feels natural, where every task is simple, and everyone, from clients to team members, can find what they need without any hassle. An easy-to-use design is not just a nice feature; it’s the foundation for smooth navigation. It means users can quickly get the information they need anytime, whether they’re on a computer during work hours or using a phone on the move. In a busy world, an easy-to-use portal saves time, makes things simpler for everyone, and makes the whole experience better. So, when choosing a B2B portal, go for one that’s user-friendly – it’ll turn a regular tool into a helpful friend, making B2B interactions easy and enjoyable.

Key Features for 24/7 Availability

1.Mobile Responsiveness: Bridging Gaps Across Devices

The significance of mobile responsiveness in the world of B2B interactions cannot be overstated. With users accessing portals from various devices, a mobile-friendly design becomes the linchpin for constant availability. Whether on a desktop, tablet, or smartphone, a responsive portal adapts seamlessly, ensuring users have uninterrupted access to critical information. This not only enhances convenience but also empowers users to stay productive on the go, transcending the limitations of traditional office setups.

2.Automated Processes: Unleashing Uninterrupted Efficiency

Automation emerges as the unsung hero in the quest for 24/7 availability. By incorporating automated processes within the portal, businesses can ensure continuous service without the need for constant manual intervention. From order processing to data updates, automation streamlines workflows, reduces the risk of errors, and guarantees that essential tasks are executed promptly. The result? A portal that operates smoothly around the clock, boosting efficiency and allowing teams to focus on strategic initiatives rather than routine tasks.

3.Real-time Support: The Lifeline for Instant Assistance

In the fast-paced world of B2B transactions, real-time support stands as a beacon of assistance, providing immediate help when it’s needed most. Integrating features like live chat, instant messaging, or AI-powered support bots ensures that users have access to assistance 24/7. Whether it’s resolving queries, troubleshooting issues, or guiding users through complex processes, real-time support transforms the portal into a dynamic, responsive hub. This not only enhances user satisfaction but also minimises downtime, keeping the wheels of business turning seamlessly.

In the realm of 24/7 availability, these key features – mobile responsiveness, automated processes, and real-time support – work in harmony to create a digital environment that transcends time zones and empowers users with the tools they need, whenever they need them. Together, they redefine the concept of constant availability, turning your B2B portal into a reliable partner in the relentless pursuit of business success.

Conclusion

Choosing the right B2B portal means more than just features—it’s about shaping how businesses thrive. In the world of 24/7 availability, three key features stand out.

Imagine a portal that adapts seamlessly to any device, automates tasks for uninterrupted efficiency, and offers instant support when needed. This is the promise of a future-ready B2B portal—where time zones don’t matter, and business happens effortlessly.

As you pick or upgrade your portal, focus on the details that truly matter. Your portal is more than a tool; it’s a partner in your success, connecting, streamlining, and ensuring constant availability becomes a reality. Embrace these features, and step into a future where your B2B interactions are not just smooth but exceptional.

The right customer web portal is not just a tool; it’s a revolution waiting to happen. Are you ready to transform your B2B interactions and unleash the true potential of your business? The journey begins with the right platform. Contact us now to understand more about it.

Planning to implement an ERP system ?

If you’re planning to implement an ERP system but don’t know where to start, we’re here to help! Our team can guide you through the entire process to ensure a smooth implementation.

How to be available to your customer 24/7 through just a digital solution

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B2B customer web portals help the organisation to be available to its customers 24/7 through digital transformation, implementing real-time systems, prioritising personalization, diversifying communication channels, ensuring efficient order fulfilment, promoting transparency, and offering self-service options.

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Why is now the perfect time to move from Legacy ERP to Dynamics 365

An organisational change is always a strategic decision. Before we begin with the change there are so many considerations and questions that an organisation considers to make the right decision.
Moving from the legacy ERP to Dynamics 365 is one of those important decisions which change the working of the organisation at a very large scale. Why ‘Now’ could be the best time to transition from your legacy ERP to Dynamics 365 has several reasons.

Challenges with Legacy ERP

The possibility of adopting a new ERP arises first when the organisation is facing challenges with their legacy ERP and a few of those common challenges we have mentioned further:

  1. Outdated Technology: Legacy ERPs were built on old programming languages and data management systems which have now turned obsolete. These structures were constructed on older-generation platforms that are less adaptable to the changes required in the current competitive and dynamic business environment.
  2. Lack of Integration: Integration between different tools and ERPs is one of the most wanted features these days which makes the organisational operations efficient. The legacy ERPs have become obsolete due to the lack of integration capabilities with the newer tools leading to inefficient data entry in between the systems.
  3. Limited Mobility: In the contemporary era, the mobility of the tools we utilise stands as one of the most crucial features. There are instances when accessing vital data in areas with limited connectivity is imperative, and legacy ERPs often lack such mobility access. This makes it difficult to be efficient at all times and is a major drawback making’ NOW’ the best time to switch.
  4. Scalability Issues: Businesses grow and evolve over time, and when selecting their ERPs initially, it is advisable to opt for those capable of expanding and meeting evolving business demands. Failing to address this issue could become a bottleneck, ultimately reducing the efficiency of the business.
  5. Data Security Concerns: Breaches and security concerns continue to increase year over year. Times have changed widely and cybersecurity issues and data breaches are one of the biggest needs and concerns. Legacy ERPs may lack robust security features which are needed to protect the data in the organisation from modern security threats. 
  6. Compliance Challenges:      The regulations change constantly and adapting the system to remain compliant becomes increasingly difficult and costly and it would be more efficient to have a new ERP which is compatible in all scenarios. New ERPs come with updates and easy-to-adaptive regulatory changes.
  7. Limited Support: It becomes difficult to find support and maintenance for legacy ERPs due to the new updates and needs in the business environment. Such situations cause a lack of support in times of need. The support could cost more or vendors might discontinue their services. This makes it a more obvious choice to move from legacy ERP.
  8. High Maintenance Costs: The software and hardware turn obsolete with time and become expensive to keep running. Issues like compliance and safety could keep rising substantially making it harder to keep the system moving while being efficient at work.
  9. Limited Customer Engagement: Legacy systems may lack modern CRM capabilities, thereby limiting a company’s ability to effectively engage with and understand its customers. In the current business scenario, where customer-centricity is the most crucial shift, it becomes important to prioritise a transition from legacy ERP systems.
  10. Inefficient Upgrades: Upgrading a legacy ERP system can be a complex and costly process, often involving extensive downtime and data migration efforts. While change can be uncomfortable, so is inefficiency. Consistent upgrades and the efficient execution of day-to-day operational activities provide compelling reasons to transition from legacy ERPs.
  11. User Resistance: Employees may resist using outdated and cumbersome systems, resulting in lower productivity and frustration within the organisation. Following a customer-centric approach, it is crucial to prioritise employee friendliness. Introducing new techniques can be achieved through effective resources and proper training, ensuring employees are well-equipped to adapt to the evolving business environment.
  12. Reporting and Analytics Limitations: Older systems may offer limited reporting and analytics capabilities, posing challenges in extracting meaningful insights from data and making informed, data-driven decisions. The business scenario has evolved significantly, and with cutting-edge technology, it has become imperative to make swift decisions to stay competitive.
  13. Inflexible Workflows: Legacy ERP systems often feature rigid workflows that cannot easily accommodate process changes or customizations. This lack of flexibility can delay business agility and competitiveness. The smoother the workflow, the faster and better the results, making the decision to transition from legacy ERP a more straightforward choice.

The Dynamic 365 advantage


According to a report by IDC(International Data Corporation), the cloud ERP market is growing at a rate of 8.3% annually, indicating that more organisations are recognizing the benefits of cloud-based ERP solutions like Dynamics 365.
Microsoft Dynamics 365 offers a wide range of cloud-based application services which are suitable to streamline and integrate various aspects of an organisation. These could be sales, marketing, HR, operations, finance etc.

  1. Wide Range of Applications and Services: Dynamics 365 offers a very wide range of applications which are tailored to various needs of an organisation like sales, marketing, customer services supply chain etc. These can be seamlessly integrated with other tools to enhance organisational efficiency.
  2. Cloud-based and Mobile Ready: The COVID-19 pandemic accelerated remote work adoption. A survey by PwC showed that 83% of employers planned to make remote work a permanent option for their employees. Cloud-based ERP systems like Dynamics 365 enable remote access and collaboration, making them more suitable for modern work environments.
    Dynamics 365 is a cloud-based solution, which enables accessibility from anywhere, at any time, and on any device with an internet connection. The mobile-friendly design empowers your workforce to stay productive on the go.
  3. Scalability: As the business grows over time, this system encounters no challenges in implementing significant changes. It seamlessly accommodates evolving business requirements without disrupting any operational tasks.
  4. Integration with Microsoft Ecosystem: Dynamics 365 seamlessly integrates with other Microsoft products and services, such as Office 365, Azure, and Power Platform. This promotes collaboration, data sharing, and productivity enhancements across the organisation.
  5. Real-time Insight and Analytics: It offers robust reporting and analytics capabilities, enabling you to gain real-time insights into your business performance. With data-driven decision-making, it becomes easier to identify trends and make informed choices.
  6. Automation and Workflows: Dynamics 365 helps in automating repetitive tasks reducing errors and improving efficiency. The system of workflow customisation allows for improvement processes according to the business requirements.
  7. Better Security and Compliance: Cybersecurity threats and data breaches continue to rise. In 2021, there was a 600% increase in cyberattacks compared to the previous year, as reported by Cybersecurity Ventures. Modern ERP systems like Dynamics 365 offer enhanced security features to mitigate these risks.
  8. Customer Engagement: Salesforce’s “State of the Connected Customer” report indicated that 80% of customers believed that the experience a company provides is as important as its products or services. Modern ERP systems help businesses provide a better customer experience through data-driven insights and enhanced customer relationship management. Dynamics 365 enhances customer engagement, tracks interactions, and provides a personalised experience to your clients. This helps build and maintain strong customer relationships.
  9. Efficient Financial Management: It supports multi-currency and multi-language operations, making it suitable for global businesses while making budgeting and financial reporting easier.
  10. Better Upgrade and Easy Maintenance: A survey found that 65% of organisations cited outdated technology as the primary reason for considering an ERP upgrade. Cloud-based solutions like Dynamics 365 simplify the process of upgrades and maintenance. Microsoft regularly releases updates and new features, which are applied automatically, reducing the burden on your IT team.
  11. Cost Efficient: Research by Spiceworks indicated that 32% of IT budgets are allocated to maintaining legacy systems. Over time, moving to Dynamics 365 can result in cost savings by reducing infrastructure expenses, and maintenance costs, and enhancing overall operational efficiency.

Planning to implement an ERP system ?

If you’re planning to implement an ERP system but don’t know where to start, we’re here to help! Our team can guide you through the entire process to ensure a smooth implementation.

Why do SMEs need to adopt ERP systems sooner?

82% of SMEs with less than US$50 million of annual revenue use ERP systems

The Commerce Department defines Small and Medium-sized Enterprises (SMEs) as the companies with employee size ranging from 3 to 250. There were estimated to be approximately 332.99 million SMEs worldwide in 2021.

Major Statistics

  1. In the Asia-Pacific region, SMEs comprise 98% of enterprises and employ 50% of the workforce.
  2. The Middle East & Africa is the fourth largest region in the global Enterprise Resource Planning software market. It is projected to grow at a CAGR of 8.3%.
  3. Adopting ERPs has become a major business practice in the UK in recent years and now 67% of businesses have adopted it. But only 30% of SMEs use it. SMEs through Funding Circle generated a £6.9 billion contribution to UK GDP, supporting nearly 106,000 jobs.

SMEs played a role in Asia's economic growth

In the Asia-Pacific region SMEs comprise more than 98% of the number of enterprises. These contribute from about 17% to the national GDP in low-income countries including India to about 40 to 50% in higher-income countries like Malaysia and Singapore.

In Asia, in general, SMEs end up playing an important role in the overall social and economic well-being of their countries. However, when companies reach roughly 100 employees or $10 million in annual revenue, it is found that they outgrow many of the processes and systems that used to work just fine. Sometimes it hits earlier, at $5 million, and sometimes it’s closer to $15 million, but sooner or later, it’s time for scalable systems.

Inventory management by clipboard and spreadsheet becomes unwieldy. Letting sales teams track customers and prospects ad hoc becomes unproductive. To maintain continued growth requires a data-driven approach to marketing. And so it goes, department by department.

In this blog post, we will further understand the reason for such a widespread adoption of ERP:

Enterprise Resource Planning (ERP) systems are comprehensive software solutions designed to streamline and integrate various business processes, including finance, human resources, supply chain management, and customer relationship management.

Historically, ERP systems were mainly associated with large corporations due to their complexity and cost. However, recent years have seen a notable shift in the adoption of ERP systems among SMEs. The few reasons for such a widespread adoption are:

1. Improved Efficiency and Productivity: One of the primary reasons for the increased adoption of ERP systems among SMEs is the promise of improved efficiency and productivity. By centralising data and automating repetitive tasks, SMEs reduce manual errors, save time, and allocate resources more effectively.

2. Data-Driven Decision Making: The access to real-time data and analytics enabling informed decision-making through ERP systems provides SMEs with a data-driven approach. This helps in identifying growth opportunities, optimising processes, and responding quickly to market changes.

3. Enhanced Customer Experience: In times where customer experience is paramount for all kinds of organisations because of their contribution towards success, reputation and sustainability. With ERP systems, SMEs can better manage customer relationships, track interactions, and provide personalised experiences leading to increased customer satisfaction and loyalty. This leads to a competitive advantage, employee satisfaction, regulatory compliance, revenue growth and cost savings all in the long term.

4. Scalability: As the years pass, a successful business grows and expands in various areas and ERP systems are designed to grow with your business. This scalability is particularly beneficial for SMEs, as they can start with essential modules and add more functionalities as their needs evolve with time.

5. Cost Savings: As an organisation willing to grow, it is important to understand that long-term goals and investments are of greater importance. Contrary to the perception that ERP systems are expensive, they often result in long-term cost savings. Reduced operational inefficiencies, better inventory management, and optimised procurement lead to significant financial benefits.

Challenges and Considerations:

While the adoption of ERP systems among SMEs offers numerous advantages, it is essential to consider potential challenges to be able to curb them in time.

1. Implementation Costs: While we understand that adoption of ERP systems results in long-term cost savings, its initial implementation is a significant investment and careful budgeting and planning can play a crucial role while choosing and considering various options before the implementation.

2. Change Management: Changes are not always welcome because they bring a certain disruption. Every new change initially is uncomfortable and adapting a new ERP system brings changes in the workflow and processes. It is vital to understand the flow of change and invest in strategies to ensure a smooth transition for their employees.

3. Training and Support: Once the ERP system is adopted in an organisation it is important to maximise its benefits as soon as possible which can be done with adequate training and ongoing support. A major step in this direction could be partnering with experienced ERP providers who make the onboarding process smooth and reduce the scale of disruption caused due to the change. Allocating resources for appropriate training is also vital during the adoption.

Conclusion

ERP systems empower SMEs and level the playing field for them to compete with larger enterprises. While there are challenges, the long-term benefits of an ERP are clear and a strategic plan to invest in them will enable data-driven decision-making and enhance the customer experience.

The statistic that 82% of SMEs with less than $50 million in annual revenue are using ERP systems is a strong indicator of the fact that there is an increased awareness in the industry about the transformative potential of an ERP system and the positive change it brings. As a result, they have adopted these systems to harness these advantages, and this trend is growing.

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Planning to implement an ERP system ?

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Power Pages Vs PowerApps Portals

Although Power Apps Portals have been available for some time, we often get asked about what it is and how Portals can be used within an organisation. At Microsoft Build in May 2022, Power Pages also joined the Microsoft Power Platform family as a new standalone product. In the following blog post we will learn about them individually and how they are different from each other. There is more description about the implications and use case scenarios for each of them and how they can make work in and outside an organisation efficient.

Power Apps Portals

Power Pages Vs PowerApps Portals blog Image 01

What Is Power Apps Portals (Platforms)

Power Apps Portals is a tool that will help you create external-facing websites, like a customer portal or a self-service site for people outside your organisation. It’s used by businesses or organisations that want to give their customers, partners, or anyone outside their company access to specific information or services.

Example: You can use it to build a portal where customers can check their account information, submit support requests, or access resources.
Power Apps offer a good amount of flexibility to design and customise how the portal looks and what it does. You can also control who gets access, making sure only authorised users can use the portal.

Power Pages

Power Pages Vs PowerApps Portals blog Image 02

Power Pages are a bit like webpages, but they’re created using Microsoft Power Apps. These are typically used internally for your organisation. It’s for people within your organisation who want to build web-style pages to display information or create apps.

Example: You might use Power Pages to create an internal knowledge base, show department-specific data, or build a tool for employees such as ‘Employee Self Service Portal’.
Power Pages are flexible and can be designed to look like a web page or app that fits your organisation’s needs. Since it’s for internal use, you can control who in your organisation can access the Power Pages.

Parameter Power Apps Power Pages
Audience
External users (customers, partners).
Internal users (organisation's employees).
Purpose
Sharing information and services with the outside world.
For creating content and tools for your organisation's internal use.
Access Control
Portals are for a broader external audience which has permission or licence to access Power Apps.
You have more control over who can access Power Pages since they're meant for internal use.

Implications of using Power Apps Portals and Power Pages

Power Apps Portals:

  1. External Engagement: Power Apps Portals allow you to engage with external users such as customers, partners, or suppliers. This implies greater exposure to external stakeholders, which can be beneficial for business.
  2. Scalability: Depending on your licensing and infrastructure, you may need to consider the scalability of Power Apps Portals to ensure it can handle the expected volume of external users and data interactions.
  3. Customisation: Portals offer a high degree of customisation to tailor the user experience. However, extensive customisation can also require more development effort and maintenance.
  4. Security: Managing user authentication and authorization is crucial to protect sensitive data in external-facing portals. Proper security measures must be in place to prevent unauthorised access.
  5. Cost: Licensing costs can vary based on usage and features. Organisations need to assess the cost implications of providing external users access to Power Apps Portals.

Power Pages:

  1. Internal Use: Power Pages are designed for internal use within your organisation. This implies that they are typically used for creating internal tools, dashboards, or content repositories.
  2. Knowledge Transfer: Power Pages can be used to create internal knowledge bases or documentation repositories, making it easier for employees to access and share information. This can facilitate knowledge transfer and collaboration.
  3. Workflow Efficiency: They can streamline internal processes by providing employees with custom tools and dashboards tailored to their roles. This can lead to improved workflow efficiency.
  4. Data Security: Since Power Pages are for internal use, there’s less concern about external data exposure. However, you should still manage access permissions to ensure sensitive information is protected.
  5. Development Resources: Building and maintaining Power Pages may require development resources or expertise, especially if complex functionality is needed.

To summarise, use of Power Apps Portals and Power Pages depend on your organisation’s specific needs and use cases. Portals are ideal for engaging external stakeholders but require attention to scalability, security, and cost. Power Pages are suited for internal use, promoting knowledge transfer and workflow efficiency, but may require development resources. Both should align with the organisation’s strategic objectives and data security policies.

Use case scenarios

When should Power Apps be chosen?

  1. When the organisation needs to provide external stakeholders, such as customers, partners, or suppliers, with access to specific information or services, Power Apps Portals is the right choice.
  2. When there’s a need to create a self-service portal where customers can access account information, submit support requests, or interact with your organisation’s services, Power Apps Portals is a suitable solution.
  3. When data needs to be shared securely with external parties, like sharing project status or product information with partners, Power Apps Portals provides a controlled environment.
  4. If the organisation requires a highly customised and branded external-facing web portal to match its specific look and feel, Power Apps Portals offers extensive customisation options.
  5. When there’s a need to manage user authentication and authorization for external users effectively, Power Apps Portals provides tools for access control.

When should Power Pages be chosen?

  1. For internal tools, dashboards, or content repositories designed to streamline internal processes and workflows, Power Pages are a suitable choice.
  2. When the organisation needs an internal knowledge base or documentation repository to facilitate knowledge transfer and collaboration among employees, Power Pages are well-suited.
  3. If custom tools are needed for specific roles or departments within the organisation to improve workflow efficiency, Power Pages can be designed to meet those requirements.
  4. When data needs to be presented in a visual and interactive format for internal users, Power Pages can be used to create dashboards and reports.
  5. If sensitive data is involved and you want to ensure that it remains within the organisation, Power Pages can be used for internal data management without external exposure.

In some cases, an organisation may choose to use both Power Apps Portals and Power Pages to cater to different user groups and requirements. The choice ultimately depends on the organisation’s goals, the nature of its interactions whether internal or external, and the level of customisation and control needed for each scenario. It is advisable to conduct a thorough assessment of the specific use cases and consult with experts to make an informed decision. By leveraging the strengths of both Power Apps Portals and Power Pages, businesses can unlock a comprehensive suite of tools to meet diverse external and internal requirements efficiently.

Planning to implement an ERP system ?

If you’re planning to implement an ERP system but don’t know where to start, we’re here to help! Our team can guide you through the entire process to ensure a smooth implementation.

What is RPA and how to use it in various ways to improve your business efficiency

What is RPA and how to use it in various ways to improve your business efficiency - Blog Header image

Microsoft Dynamics 365 Business Central, the leading ERP (Enterprise Resource Planning) Software of 2022 is an all encompassing solution. However, combining Robotic Process Automation (RPA), Microsoft Power Platform, and AI Builder with Microsoft Dynamics 365 Business Central offers a comprehensive solution for process automation, data integration, and advanced analytics. This integration can drive operational efficiency, cost savings, improved accuracy, and enhanced customer experiences, ultimately leading to a competitive advantage in today’s rapidly changing business landscape.

What is RPA and how does it help your business?

RPA is a technology involving the use of software bots to automate repetitive tasks in an organisation which usually require human intervention, they mimic the human interaction with digital systems, such as data entry, invoice processing, or interacting with various other applications and systems enabling end to end automation of processes. RPA has gained significant popularity due to its potential to enhance operational efficiency, reduce costs and improve accuracy.

Let’s understand what is RPA and how it helps:

  1. Saving Time and Efficiency: Today, saving time and increasing efficiency are one of the major concerns for all small and medium sized enterprises (SME). It is crucial to automate tasks that are repetitive in nature and exhaust a lot of human time and efforts. RPA leads to considerable time saving and faster processing of tasks which increases operational efficiency.
  2. Budget cuts: Small or Medium sized enterprises are always seeking to reduce labour costs. RPA does the job by cutting the need for repetitive tasks which are usually done manually. It also reduces the likelihood of errors and the cost that comes with rectifying that error.
  3. Accuracy: Accuracy is a vital aspect for decision making, customer satisfaction, financial health and the compliance & legal issues within an organisation. Accuracy also improves the operational efficiency and improves interpersonal relations between vendor and supplier. The ability of RPA software to run with an elevated level of accuracy helps in minimising the chances of human error and thus achieving the said results.
  4. Scalability, Efficiency & Consistency: Humans have been fulfilling the task of operations and data handling manually for years now irrespective of the size of the organisation. But in today’s age it has become vital to keep a competitive edge with other organisations and industries and to provide the best to customers, which demands a digital transformation of the processes.
    RPA bots have the ability to work around the clock while minimising errors. They can manage data across multiple systems, databases and applications. They can easily scale up or down based on the volume of work and do not require added labour. They ensure consistent work with predefined rules and established procedures.
  5. Free up human Focus: Humans carry the power to think strategically unlike the bots and it would be a valuable addition to business if repetitive tasks were replaced with bots and free up human focus for more strategic, creative, critical thinking and decision-making matters.
  6. Legal and Regulatory Compliance: Carrying out ethical responsibilities and adhering to legal boundaries of law is important while carrying out business. Adhering to regulations ensures that the business avoids legal penalties, fines, and reputational damage. Compliance also builds trust with customers, investors, and stakeholders, showcasing the company’s commitment to ethical practices. 
    The RPA system helps ensure that tasks are performed in a consistent and compliant manner, reducing the risk of non-compliance with regulations and policies by reducing human involvement to minimal. It can also provide detailed logs of all actions performed, facilitating easier audit trails and reporting for regulatory purposes.
  7. Better Customer Experience: A better customer experience drives loyalty, repeat business and positive word of mouth referrals for the business. Moreover, focusing on customer experience boosts employee morale, encourages feedback, and fosters adaptability in a rapidly changing market. Ultimately, prioritising customer experience is a strategic investment that fuels business growth and sustainability. 
    RPA helps in improving this experience by enhancing the order processing, billing, and customer service interactions directly affecting customer satisfaction. The elimination of error is important to avoid customer complaints, loss of trust, and damage to the company’s reputation.

To understand better how RPA functions with other tools of Microsoft, let’s understand more about them.

Microsoft Power Platform is a suite of tools that enables you to build low-code or no-code solutions for your business needs. It allows users to create custom applications, automate workflows, analyse data and integrate various systems.

One of the main components of Power Platform is Power Automate, which is a workflow automation tool that allows you to create workflows that connect various applications and services, both on-premise and in the cloud. 
Power Automate also supports RPA through its desktop flows feature, which allows recording and replay actions on your desktop applications. It allows users to create workflows that trigger actions based on specific events of conditions streamlining the business process.

AI Builder is a component of Power Platform that allows adding artificial intelligence capabilities to your workflows without the need of extensive coding or AI expertise. AI Builder provides pre-built models for common scenarios, such as form processing, object detection, prediction, and text classification. You can also create your own custom models using your data and business logic. 

By combining RPA and AI Builder, you can create powerful solutions that automate complex processes involving unstructured data and legacy systems like Microsoft Dynamics Business Central. For example, you can use AI Builder to extract information from scanned invoices / receipts, and then use RPA to enter the data into your Microsoft Dynamics Business Central. Or you can use AI Builder to analyse customer feedback, and then use RPA to send personalised emails based on the sentiment.

How Microsoft Power Platform and Power Automate enable RPA with low-code development:

Our in-house solution supports different modes in RPA Domain, Attended and Unattended. The Attended mode is set up to work alongside humans to automate tasks that require some level of human intervention. Unattended mode is set up where no human intervention is needed and can streamline a fully automated process till the end. 

An example of unattended mode is mailing document attachments to a chosen email address and Power Platform processes them from the attachment and completes the process. In this blog, we will further show the solution workflow for the Attended mode.

Power Apps (canvas app) / Power Page to upload the PDF file of Invoices

Step 1: Add correct data source (for e.g., Microsoft Dataverse, Data Lake, SharePoint, etc.).

Step 2: Add attachment control with PDF Viewer on Power Apps to allow users to upload the files.

Step 3: Use Powerapps V2 trigger in Power Automate to process the file further with AI Builder.

Power Apps canvas app Power Page to upload the PDF file of Invoices

Power Automate flows to process uploaded PDF files and uses AI Builder model to recognise it and process them to Business Central

After creating Power Apps, create a flow to process the document. This connector allows you to access your Business Central data and actions from Power Apps, Power Automate, and Power Virtual Agents. To use this connector, follow these steps: 

Step 1: In the whole flow solution, we consumed AI builder (invoice processing), Dataverse, Microsoft Business Central, (optional components like Adaptive Card and Microsoft Teams for approval).

Get the approval on Teams

Power Apps and Power Platform is created, now you can get approvals from Manager / authorised personnel over Microsoft Teams: 

Step 1: You can use the approvals app in Teams to create, manage, and share approvals from your hub for teamwork. You can quickly start an approval flow from the same place you send a chat, a channel conversation, or from the approval app itself. Just select an approval type, add details, attach files, and choose approvers. Once given, approvers are notified and can review and act on the request. These approvals are triggered directly with the Power Automate infrastructure and do not require a flow with an approvals action.

Get the approval on Teams

Step 2: After the document is approved, Power Automate processes the document further and creates the relevant document in Microsoft Dynamics Business Central.

Solution Workflow

Below is the sample invoice which is uploaded on solution (in Attended mode) / comes as an attachment with the email (Unattended mode): 

Solution Workflow RPA Blog

Uploading the file on Power Apps / Power Portal page:

Solution Workflow RPA Blog

After approval, the document gets scanned, processed to be made available in Business Central:

The features and functions of pre-built AI Builder model and how it enhances RPA with artificial intelligence:

Text recognition

  • You can use the business card pre-built model to extract information from business card images. If it detects a business card in the image resulting in the AI model extracting information such as the person’s name, job title, address, email, company, and phone numbers. 
  • The text recognition pre-built model extracts words from documents and images into machine-readable character streams. It uses state-of-the-art optical character recognition (OCR) to detect printed and handwritten text in images. 
  • The language detection pre-built model finds the predominant language of a text document. The model analyses the text and returns the detected language. 
  • The text translation pre-built model translates your text data in real time across more than 60 languages. This prebuilt model could help remove language barriers within your company. 
  • The sentiment analysis pre-built model detects positive or negative sentiment in text data. You can use it to analyse social media, customer reviews, or any text data you are interested in.

Document or form processing

  • Document processing lets you read and save information from standard documents such as invoices or tax documents. When you automate this process, you can save valuable time by reviewing, extracting, organising, and saving the data automatically by using Power Automate and Power Apps. Train the model with different formats of documents. 
  • Receipt processing is a pre-built model that uses state-of-the-art optical character recognition (OCR) to detect printed and handwritten text and extract key information from receipts.

More Use cases where RPA and AI Builder can be applied together:

Use case 1– To ease data synchronisation and retrieval with Microsoft Business Central, front-line workers will capture an image of a product or an object that has an identifier or a price tag on it. 

Use case 2– When a customer expresses their dissatisfaction with the service on ‘X’ (previously twitter), using the service provider’s hashtag, and complains about not being able to access their account or receive any notice of site maintenance, the AI Builder Sentiment analysis model automatically detects the negative sentiment of the tweet and triggers a flow to notify a customer service representative.

Use case 3– To gain insight into how the employees feel about the new HR medical policy, an HR manager conducts a sentiment analysis on the comments they provided in the survey. The analysis shows that the overall sentiment is neutral, but there are some negative comments as well. The manager reviews the negative comments and finds out that many employees are confused or unaware of the benefits of the policy. To address this issue, the manager organises informative sessions where the policy is explained in detail and questions are answered.

Use case 4– The audit staff in charge of the front-line operations capture images of the merchandise on display. A computer vision algorithm finds and counts each item in the image. This data can be integrated with the inventory management system to reflect the current stock.

Use case 5– Using a camera device, a field agent captures an image of a product. The system finds the product and retrieves all the relevant information that was previously entered manually. 

Use case 6– One of the major operational costs for businesses is travel and expense (T&E). This cost is also challenging to manage because it involves a lot of manual work and can lead to mistakes. You can simplify this process by uploading a receipt, which will automatically extract the data from the receipt and populate the expense report fields. Moreover, you can streamline the entire extraction process, scanning receipts as they are stored in a central location, and reconcile them with credit card transactions.

Conclusion

In this blog, we understood how the union of Microsoft power platform, AI builder, and Dynamics 365 Business Central have paved the way for a transformative approach to RPA (Robotic Process Automation). These tools integrate and channel the capabilities of low-code development, artificial intelligence, and seamless application connectivity to revolutonise the operational activities for its users.

The automation of the routine-based task frees up human resources for more strategic tasks. The user interface of Power Automate helps in automating workflow without the extensive use of coding. The prebuilt and custom AI models offer intelligent decision-making improving accuracy.

When integrated with Dynamics 365 Business Central, the RPA capabilities become even more potent by improving the interactions between applications, data, and services and achieving automation across supply chains, fiscal management, customer service and beyond.  

There must be emphasis on change management and strategic planning as and when the organisations embark on their journey of harnessing the potential of RPA using Microsoft tools. The acceptance of this technology integration businesses can empower their workforce and lay the groundwork for more optimised processes.  

Learn more about our RPA solutions at Winspire Solutions. Contact our experts for a demo, licence requirements and further enquiries.

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Planning to implement an ERP system ?

If you’re planning to implement an ERP system but don’t know where to start, we’re here to help! Our team can guide you through the entire process to ensure a smooth implementation.