Making the most of your data with Infor-Ephesoft integration

Businesses generate mountains of data throughout the supply chain and at various customer and partner touchpoints. Leveraging these data is one of the critical goals for enterprises driven by innovation and as it helps them be more competitive, productive, and digital. How efficient is your enterprise in capturing and transforming these data and integrating them with day-to-day operations?

Developed in partnership with Ephesoft, IDM Capture is an add-on that integrates Infor Document Management (IDM) with Ephesoft’s intelligence document processing technology. IDM Capture enriches the functionality of IDM by capturing and classifying data from scanners, copiers, folders, email accounts, mobile devices, legacy content systems and feeding the validated data to Infor applications.

While Ephesoft’s intelligent document processing capabilities profoundly reduce the human effort, the integration with IDM—enabled by the IDM Capture add-on—allows enterprises to leverage data to the fullest.

A document in IDM is a file wrapped with properties, attributes, and access control settings. Every document that you upload is sorted into a document type. These documents have attributes, which are user-defined fields, which can be anything you want. Attributes allow links to be created between your documents and your applications. Documents also have system-defined fields such as who created the document, when it was created, and the size of the file.

IDM provides an extensive list of document types, and you have the option to create additional ones as well. You can also remove or modify the attributes associated with the various document types.

Figure 1 : Basic Structure of IDM

One of the core features of IDM is that it allows users in-context access to documents, connecting documents and business data with external applications such as ERPs or Infor OS. This allows users to perform their daily operations faster, improving accuracy and productivity. Also, authentication enforced by Infor Grid and role-based authorization for document access ensures security.

Figure 2 : Infor CloudSuite displaying a purchase order linked to a record.
Documents can be viewed on the Infor Go mobile app as well.

IDM can be integrated with ION to automate manual processes and workflows. For example, when an invoice comes into the system, the pre-built custom workflows will automatically handle the routing, tracking, and approval using an ION workflow. If the system detects an error or an exception, notifications and alerts can be triggered.