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From coat to full control – five levels for better financial management
“Find the coat!”, he said and threw a new set of travel expenses on the desk. Some time ago, an acquaintance of mine had an expense claim for a raincoat rejected. He had bought it in connection with a conference when it suddenly started to rain. The company should cover that much, he thought. The company didn’t think so. They asked him to review the travel invoice again. He went back, summed up and assessed, and submitted a new travel expense report with the same final amount, but without a visible coat. If you don’t have a reasonable level of granularity in your bookkeeping, it’s possible to hide the coat. Why detailed accounting is an economist’s dream Every economist’s dream is a specific set of accounts where the information available can enable useful and good analysis. A data basis where you don’t have to make assumptions or guess at allocations. Just as an engineer must consider strength measurements and material properties when constructing a building, finance must build its reporting and accounting data in a detailed and forward-looking way. Block Quote Level 1: Chart of accounts – the foundation of accounting In a traditional set of accounts, you’ll find main accounts showing income, expenses, assets, and liabilities. But for most businesses, these figures only scratch the surface. On their own, they add limited value. Compared to historical figures, they may be slightly more informative, but only slightly. The level below is various general ledger accounts that are part of an accounting group. Here it may be common to create an account for rent, one for cleaning, one for exterior maintenance, all of which will make up the main group “office costs”. You can do the same on the revenue side. Some people have an account for products, one for maintenance and one for service assignments. Then you have broken down total revenue a little more and can look at the change between the different main categories. But to take the analysis a step further, we need to look at where in the organization the revenues and costs actually arise. Level 2: Departments – cost allocation where it happens Most companies are divided into departments, which means that both revenue and costs can be recorded where they occur. It’s often straightforward to set up a departmental structure, but accurately allocating costs to the right departments can be challenging. At the same time, you must avoid the internal invoicing trap, where the focus shifts from optimizing company-wide value to maximizing departmental performance. Read more: ERP for the CFO Level 3: Customer and supplier – the key to financial analysis This one goes without saying: using customer and supplier data in financial analysis is invaluable. How much do your suppliers invoice annually? Who are your most important customers? What is their share of turnover? How has it changed since last year? Customers and suppliers can also be grouped into categories. RamBase offers many options for this, predefined or user-defined fields such as: Industry sector Geography Supplier size Classification (a, b, c supplier) RamBase also has dedicated fields for end customers. This means you can track not only who you invoice but also who actually uses the product. Companies subject to export controls and international trade regulations can benefit especially from this. Read more: Why your CFO’s input is crucial when choosing an ERP system Level 4: Additional dimensions – freedom to customize There are several dimensions that can be linked to individual transactions in the system and used for reporting and analysis. RamBase supports up to 10 dimensions, and here only your imagination sets the limits. These dimensions can be linked to general ledger accounts, sometimes as mandatory fields, to ensure proper classification before approval. Relevant dimensions might include: Geography Purpose Project number Activity dimension However, it’s easy to get overambitious and add too many mandatory dimensions. Be sure you’ll actually use the information. A dimension only adds value if the data quality behind it is solid. Level 5: Products and product groups – detailed product insights By creating separate articles for your products, you can break down the revenue base even further. How many units of product X have you sold? What is the average price? What is the net growth and in which customer group is the change most pronounced? RamBase allows detailed product specification. You can define fixed sales prices, predefine accounting rules, link to suppliers, and more. Products can also be grouped into product groups, enabling reporting independent of general ledger accounts. Read more: Get to know the finance module in RamBase Cloud ERP Where’s the coat? If my acquaintance’s employer had taken a thoughtful and detailed approach to accounting data, he would have left the payroll department empty-handed. It wouldn’t have been possible to hide a coat among the totals and call it something else. We have to hold two thoughts in our heads at the same time. We can impose all kinds of requirements for details and specifications, but sometimes it’s more efficient to let a few details slip – like the coat – rather than spend significant resources maintaining the quality and granularity of our data.
RamBase
How agentic digital workers will partner with ERP to face down the industrial convergence crisis
While your CFO reviews quarterly reports and your operations manager handles the day shift, a Material Replenisher digital worker can autonomously process 847 parts requests, cross-referencing supplier availability, and coordinating with maintenance schedules, all before your first coffee break. This isn’t science fiction. It’s agentic AI, and it will transform how industrial companies operate. ERP systems gave industrial companies the backbone of operational data. RPA automated simple tasks. Basic AI provided insights. But none could handle the dynamic complexity of real industrial operations until agentic digital workers arrived to orchestrate intelligent actions across all of them. For decades, industrial leaders have seen promising technologies advance step by step as they adapted to operational realities. Each wave of innovation worked brilliantly in controlled environments, then struggled with the messy, interconnected, constantly evolving nature of real industrial operations. Today, digital workers – autonomous agents that think, learn, and act – represent something fundamentally different: the first technology that doesn’t just tolerate industrial complexity, it thrives on it. The convergence crisis defined This technology has arrived just in time. Industrial companies today face a unique operational reality where three immutable forces create complexity that traditional automation struggles to handle – but where agentic digital workers excel: Legacy systems that must coexist: Unlike tech startups that can architect greenfield solutions, industrial companies manage decades of accumulated systems – ERP platforms, SCADA networks, maintenance databases, supplier portals, and countless specialized applications that can’t simply be “ripped and replaced.” Digital workers navigate this complexity, orchestrating actions across multiple systems without requiring expensive integrations. Regulatory demands that require real-time adaptation: Environmental compliance, safety requirements, and quality standards don’t just change, they evolve constantly, often with minimal notice. A new EPA regulation, an updated ISO standard, or a customer specification change can ripple through operations in ways that rigid automation simply can’t handle. Digital workers adapt to these changes automatically, updating their decision-making processes and ensuring continuous compliance. Operational knowledge trapped in human experience: The most critical operational wisdom often exists nowhere in documentation. It lives in the judgment of experienced operators who know that “urgent” means something different in preventive maintenance versus emergency repairs. Digital workers capture and codify this institutional knowledge, learning from human experts and preserving their decision-making patterns even after retirement. The evolution to digital workers – intelligence that orchestrates Understanding where we are requires appreciating how we got here. Each technology wave solved real problems. These now highlight what agentic digital workers deliver: The ERP Era brought unprecedented structure to industrial operations. For the first time, companies had integrated views of inventory, production, financials, and supply chains. ERP systems became the backbone of modern industrial operations, creating the data foundation that digital workers now transform into intelligent action. The Automation Era added point solutions for specific processes. RPA bots handled repetitive tasks, workflow systems managed approvals, and specialized software tackled niche operational challenges. These tools delivered clear ROI in controlled scenarios but often broke when business conditions changed, exactly where digital workers excel. The AI Era brought analytics and predictions to structured data. Machine learning models could forecast demand, predict equipment failures, and optimize production schedules, as long as they had clean, consistent data inputs and stable operating conditions. Digital workers go beyond prediction to autonomous action, handling messy real-world data and dynamic conditions. The Digital Worker Era represents something radically different. Rather than requiring industrial operations to conform to silo data, fixed rule-based process and people bridging the gaps, agentic digital workers bring all of this together. They give you the ability to now rethink a business process, understand the context, make decisions and coordinate. actions across complex environments. The agentic AI breakthrough – intelligence that orchestrates Consider how this plays out in practice: Your ERP maintains comprehensive inventory data. It knows exactly how many units are in each location, their costs, their suppliers, and their transaction history. This foundational data is incredibly valuable – and completely static. Now consider an agentic inventory replenishment scenario. In this case, an agentic digital worker adds intelligence to an inventory management foundation. This agent knows that 200 units are allocated to a delayed shipment, 100 are on quality hold pending inspection, and 50 are reserved for emergency maintenance scheduled next week. It understands that Supplier A ships faster, but Supplier B has better quality ratings for this particular component. It recognizes that the upcoming regulatory audit means quality documentation will be scrutinized more heavily. Acting on all this contextual intelligence, it automatically adjusts procurement recommendations and coordinates with planning systems – all while keeping your ERP updated with real-time status. This is the orchestration advantage: ERP provides the foundation; digital workers provide the actionable intelligence. Where digital workers excel – the complexity sweet spot Traditional automation excels in stable, predictable environments. Agentic digital workers thrive exactly where traditional automation struggles in the dynamic, interconnected scenarios that define real industrial operations. When supplier communications get complex – a supplier emails that they’re shipping a substitute part number due to raw material shortages. Traditional systems would flag this as an exception requiring human intervention. But an agentic digital worker specializing in supplier order management cross-references the substitute part against engineering specifications, checks quality certifications, validates regulatory compliance, updates production schedules if needed, and communicates status to relevant stakeholders – all while maintaining audit trails in the ERP system. When customer orders require real-time orchestration – a major customer submits a rush order modification while their original order is already in production. A digital worker focused on customer order management immediately assesses production impact, checks raw material availability across multiple locations, calculates delivery feasibility, identifies potential conflicts with other orders, and coordinates with production planning to find the optimal solution – then presents clear options to decision-makers with all the contextual information they need. When asset performance demands contextual intelligence – equipment sensors indicate declining performance, but is it normal wear, environmental factors, or impending failure? In an asset intelligence scenario, the digital worker correlates sensor data with maintenance history, operating conditions, similar equipment performance patterns, and maintenance staff availability to recommend optimal intervention timing – preventing both unnecessary downtime and catastrophic failures. The convergence solution – making complexity competitive The convergence crisis has been building for decades, but agentic AI represents the first technology powerful enough to turn crisis into competitive advantage. Here’s how digital workers address each convergence force: Legacy integration that actually works – rather than requiring expensive system replacements, digital workers orchestrate intelligent actions across existing infrastructure. They speak the language of your ERP, your maintenance systems, your supplier portals, and your production planning tools, creating seamless workflows without massive integration projects. Regulatory adaptation as core capability – digital workers don’t just execute compliance procedures, they adapt to regulatory changes. When new requirements emerge, they automatically adjust decision criteria, update documentation processes, and ensure audit readiness without requiring extensive reconfiguration. Knowledge capture that scales – digital workers learn from human experts while they’re still available, capturing not just what decisions were made, but the contextual reasoning behind them. This institutional knowledge becomes part of the system’s intelligence, available to train new employees and guide future decisions. Looking forward – the intelligence layer advantage The industrial convergence crisis isn’t going away, it’s accelerating. Regulatory requirements continue expanding, operational complexity keeps increasing, and the knowledge gap widens as experienced workers retire. Companies need more than great data; they need intelligent systems that can act on that data with human-level contextual understanding. ERP systems gave us the operational foundation. Agentic digital workers give us the intelligence layer that transforms that foundation into competitive advantage. The question facing industrial leaders isn’t whether their operations are too complex for automation, it’s whether they’re ready to deploy automation that thrives on complexity. The companies that answer “yes” first will define the competitive landscape for the next decade. Discover how robotic process automation compares to digital workers and what this means for operational efficiency.
IFS
Why now is the right time to join the Dynamics 365 Business Central ecosystem with Companial
The ERP market is evolving – AI is leading the way By 2027, over 50% of SMBs are expected to significantly adjust their IT budgets to prioritize AI investments. In fact, 78% of growing SMBs plan to increase their AI spending in 2025, with many allocating up to $1 million annually for AI-related technologies. In total, the estimated worldwide spending on AI is forecasted to reach $623 bn in 2028. This surge in demand is creating a clear opening for ERP partners to evolve their offerings and meet the expectations of a rapidly transforming market. For ERP resellers in Poland, especially those relying on established local systems, the market is at a turning point. The Polish ERP sector is valued at approximately PLN 1.6 billion and continues to grow, driven by digital transformation, regulatory changes such as KSeF, and the increasing role of AI in business operations. Cloud adoption is accelerating – 48% of ERP vendors reported that cloud solutions were the most frequently chosen by clients in 2024, and this trend is only gaining momentum. Microsoft Dynamics 365 Business Central stands out as one of the fastest-growing ERP platforms globally, and its presence in Poland is strengthening thanks to full legal compliance and AI-powered capabilities. Rafał Dziduch, Business Development Manager at NMI ERP confirms this growing interest: Companies in search of modern ERP systems are looking for solutions that offer access to cutting-edge technologies – including AI-driven automation. Customers are increasingly drawn to products like Dynamics 365 Business Central, recognizing Microsoft’s consistent investment in artificial intelligence. AI is becoming the driving force behind change across the entire ERP market – helping businesses make faster decisions, plan more effectively, and respond to change with greater agility. Why now is the right time for ERP resellers to expand The shift toward AI-driven ERP is accelerating, and the timing to act is ideal. Here’s why: • Customer expectations are evolving: Businesses increasingly seek solutions that integrate AI, automate tasks, and provide real-time insights. • Business Central is gaining visibility: It’s becoming the platform of choice for SMBs due to its flexibility, scalability, and integration with Microsoft’s broader ecosystem. This trend is backed by more than 45 000 companies already using Business Central to run their businesses. • Early adopters gain a competitive edge: Partners who start now can build AI competencies early and secure market share. • Long-term revenue potential: Partners benefit from recurring licensing income, implementation services and opportunities to develop or resell complementary applications. • Low barrier to AI development: With low-code tools, Azure AI services, and Copilot Studio, partners can start building AI-enhanced solutions without needing deep technical expertise. • Global project capabilities: Business Central supports multi-country deployments, enabling partners to serve international clients and expand their reach. • Higher-margin opportunities: Innovative, AI-enhanced solutions command greater value, allowing partners to differentiate and grow profitably. What Companial Offers: Supporting ERP Partners at Every Step of the Business Central Journey Companial provides a complete and structured support for ERP resellers who want to start offering Microsoft Dynamics 365 products. Whether you’re just beginning or already exploring Business Central, we can help you build a successful practice — from onboarding to long-term growth. Onboarding & Business Model Transition We make your entry into the Microsoft ecosystem straightforward: • Partner registration and setup – guidance through Microsoft Partner Network enrollment and partner tools configuration. • Program and incentive support – help to leverage Microsoft commercial programs, including cash incentives and marketing and business development funds. • Business model adaptation – practical advice on moving to subscription-based services and recurring revenue. • Simplified entry – we are your single point of contact for learning, licensing, billing, marketing, operational processes and technical expertise. Learning & Enablement We prepare your team for successful delivery: • Structured learning paths for consultants and developers. • Workshops and webinars on Business Central, Power Platform, and AI (including Copilot). • Access to Microsoft-funded training and certifications to accelerate readiness. Commercial Support We help you position and sell your services effectively: • Go-to-market guidance – practical steps to build visibility and attract customers. • Free Localization for Poland which gives you competitive edge • Joint marketing opportunities – co-investment programs to support your campaigns. • Sales enablement – assistance with pricing, packaging, and proposal preparation. • AI offering development – support in defining and promoting intelligent services. Technical & Migration Services We provide tools and expertise to ensure smooth implementations: • Migration support – proven methodologies for Dynamics 365 systems (900+ projects delivered). • Free migration assessment tools for scoping and fixed-price proposals. • Localization for Poland fully compliant with local legislation. • Localization for Poland ensures Business Central’s full compliance with local regulations. • Implementation accelerators – templates, best practices, and ready-to-use assets. • App development and AI integration support – guidance on building extensions and leveraging AI features. Local Expertise & Support Our local experts provide ongoing, personalized support: • Assistance with onboarding and first customer projects. • Guidance on training, enablement, and go-to-market execution. • Local expertise and support in your own language. • Technical guidance throughout Microsoft cloud ecosystem. • Continuous advice to ensure long-term growth. Case Study: IT Vision – A Strategic Expansion into Business Central IT Vision has been delivering ERP systems to the Polish and European markets for over 25 years. From the very beginning, the company has specialized in solutions within the Dynamics 365 ecosystem, acting as a certified Microsoft partner. Direct cooperation with Microsoft involved dual-channel communication – both with international branches of the organization and with Polish consultants. While this type of collaboration was valuable, it also had natural limitations stemming from the global nature of the organization. Joining the Companial partner network (then operating as QBS Group) in 2016 opened the door to more efficient communication and closer cooperation with Dynamics 365 specialists. Paweł Prymakowski, CEO of IT Vision:Business Central is our flagship product, developing at an exceptional pace and offering companies truly extensive capabilities. However, rapid development requires continuous responsiveness to new features, which is why partners specializing in the implementation and integration of new solutions – especially those based on AI and BI – are becoming increasingly valuable. This is the kind of support we receive from Companial. Benefits of IT Vision’s 10-year partnership with Companial: • Specialized knowledge and expert support – access to experts trained in the latest Business Central functionalities, covering both technological aspects and areas related to licensing and the implementation of new features. This ensures IT Vision is always up to date with system updates and changes and can deliver them to its clients. • Marketing and sales support – the ability to leverage useful product materials, consultations, joint marketing campaigns under the Companial brand, and substantive assistance in customer acquisition and service processes. • Real influence on system development – including participation in work on features important to the Polish market. Thanks to Companial, IT Vision had the opportunity to co-create the Localization for Poland for Business Central, incorporating the needs of local customers by sharing its experience. • Development of BI and AI-based functionalities – Companial supports IT Vision in building competencies in artificial intelligence, enabling the development of custom features based on BI and AI for IT Vision’s clients. • Knowledge and experience exchange within the community – Companial brings together implementation companies from Poland and across Europe, fostering not only new partner relationships but also the exchange of know-how during regular conferences and partner meetings. Paweł Prymakowski, CEO, IT Vision:Cooperation with Companial primarily strengthens our potential in the Microsoft Dynamics 365 ecosystem. It also provides substantive support and an opportunity to exchange experiences with partners around the world. We successfully collaborate in expanding the functionality and promoting Business Central on the Polish market. A Partnership for Sustainable Growth Companial’s approach is collaborative and focused on long-term success. By working closely with Microsoft and maintaining deep regional expertise, Companial helps partners to: • Accelerate time-to-market and reduce risk. • Align with global and local strategies of Microsoft to effectively use available investments. • Build sustainable revenue streams through innovation and service excellence. • Stay ahead in the AI transformation by providing services, training and strategic guidance. Take the next step The ERP industry is entering a new phase — one defined by AI transformation. Artificial Intelligence is no longer a future trend, it’s a present reality reshaping how businesses operate, make decisions and deliver value. Microsoft Dynamics 365 Business Central is at the forefront of this evolution, offering embedded AI capabilities that enhance productivity, automate processes and provide intelligent insights. If you’re an ERP reseller in Poland considering how to grow your business in the AI era, now is the time to explore the possibilities with Business Central and Companial. Contact Iza Karpowicz and Radosław Dudziak for a personal consultation or schedule a meeting yourself in our calendar to learn how to build a successful Business Central practice.
RadosławDudziak
Is your business ready for the IDP revolution?
Dealing with documents can be a real headache. Old-school methods often struggle with damaged or blurry documents, making it hard to get the right information. Plus, let’s be honest, humans make mistakes, and those errors can slow things down, make decisions harder and cost a lot of money. But there’s good news! DocuWare’s Intelligent Document Processing (IDP) is changing the game. It’s a smart new technology that’s revolutionising how businesses handle their information. Think of it as a super-powered assistant that uses the latest AI technology to process documents quickly and accurately. IDP takes the pain out of document management, making it easier than ever to get valuable insights from your data. The basics of IDP IDP leverages core technologies like OCR and NLP, but it’s much more than just basic automation. It incorporates ML, computer vision and advanced AI to automate the entire process of handling documents, from extracting and classifying data to validating and processing it. This works for all kinds of documents, whether they’re neatly structured like invoices, partially structured like contracts, or completely unstructured like handwritten forms, medical records or even HR files and insurance claims. By intelligently streamlining what used to be manual work, IDP helps organisations save money, improve accuracy and unlock valuable insights hidden within their data. Essentially, it transforms documents into actionable intelligence. Because IDP learns and adapts over time, it helps businesses scale their operations, drive innovation and gain a competitive edge. Streamlining operations and reducing costs AI-powered document processing offers significant advantages. Using advanced ML, IDP systems accurately interpret even complex and low-quality documents, including those with intricate tables and varying formats. This reduces manual work and the risk of human error. A major benefit is automating routine tasks, freeing employees for more strategic work. IDP also significantly improves data quality and accuracy by eliminating manual data entry, ensuring critical information is captured correctly and consistently. This leads to better decision-making, regulatory compliance and increased efficiency. IDP has wide-ranging applications. In healthcare, it speeds up claims processing and improves patient data management. In finance, it automates invoice processing and streamlines loan applications. In legal, it assists with contract analysis and due diligence. And in insurance, IDP automates information extraction from claims and reports, accelerating processing and boosting customer satisfaction. One specific example of this innovation in action is DocuWare’s own Intelligent Document Processing (DocuWare IDP). Our AI-powered solution streamlines how businesses handle even the most complex documents. Available as a standalone product, in the DocuWare Cloud or on-premises, DocuWare IDP automates text recognition, document classification and data extraction from various document types, including invoices, contracts and ID cards. Its advanced OCR and HTR capabilities accurately extract data even from low-quality scans and handwritten documents. DocuWare IDP helps businesses automate key processes like mailroom operations, invoice processing, contract management and claims management, driving productivity and reducing costs. Building a smarter, more agile organisation AI is rapidly evolving, and so is IDP. It’s getting smarter at understanding language and learning from data, making it better at handling complex documents, improving accuracy and boosting automation. It’s truly a game-changer, helping businesses automate tedious tasks, reduce errors and extract valuable insights from their data. The result? Smoother processes, lower costs and ultimately happier customers. Adopting IDP is a strategic move toward building a smarter, more agile organisation ready for the digital future. Ready to make document management a breeze? See how AI-powered automation can streamline your workflows and boost efficiency. Get a personalised DocuWare demo today!
DocuWare
Migrated and Counting: Calliope Business Solutions’ Scalable Strategy to Dynamics 365 BC Online
40% Migrated and Counting: Calliope Business Solutions’ Scalable Strategy to Dynamics 365 Business Central Online Calliope Business Solutions by TVH Consulting is a trusted partner in digital transformation, specializing in the development and integration of ERP, CRM, and collaborative solutions based on Microsoft and SAP technologies. With a team of 500 professionals and a national footprint spanning 16 offices across France & Europe, Calliope Business Solutions delivers a distinctive value proposition in the market. The company tailors its approach to each client’s industry and digital maturity level, guiding them through the entire transformation journey – from strategic planning to solution implementation. Over 1,200 organizations, including SMEs, mid-sized companies, and subsidiaries of large enterprises, have placed their trust in Calliope Business Solutions. Key sectors served include retail, distribution, agri-food, manufacturing, fashion and textiles, and professional services. As both an Independent Software Vendor (ISV) and Value-Added Reseller (VAR), Calliope Business Solutions offers a robust portfolio of industry-specific extensions. These include 10 solutions for Microsoft Dynamics 365 available on Microsoft AppSource, several extensions for Dynamics 365 CRM, and additional tools for the Power Platform. TVH Consulting group & Calliope Business Solutions are actively expanding through acquisitions, particularly of D365 Business Central integrators, strengthening its position in the Microsoft ecosystem. Currently, 70% of its revenue is generated from Microsoft Dynamics solutions, with the remaining 30% coming from SAP and Salesforce projects. The Challenge Driving Cloud Adoption Amid Customer Expectations As digital transformation accelerates, many of Calliope Business Solutions customers are seeking new functionalities – such as tighter integration with Microsoft 365, access to the Power Platform, and emerging AI features like Copilot. However, to leverage these capabilities, migrating to the cloud-based version of Microsoft Dynamics 365 Business Central is essential. Block Quote Migration Capacity and Commercial Constraints Calliope Business Solutions commercial team—comprising 12 dedicated professionals—manages migration discussions with approximately 250 clients. On average, they complete around 20 migrations to D365 Business Central each year. Of those, 90% transition to the cloud, with only a small fraction remaining on-premises due to specific constraints. Despite strong motivation to shift all clients to the cloud, resource limitations and client-side challenges impact progress. Block Quote The Complexity of Customization A major challenge lies in the level of customization among Calliope Business Solutions client base. In France, clients typically expect tailored solutions that align closely with their business needs. As a result, only 2–3% of Calliope Business Solutions clients use D365 Business Central without customizations. Block Quote The Solution Partnering with Companial to Scale Migration Efforts To address the growing demand for cloud migrations and overcome internal capacity constraints, Calliope Business Solutions formed a strategic partnership with Companial. This collaboration has proven highly effective thanks to clear communication, transparent processes, and access to deep expertise in Microsoft Dynamics technologies. “Every interaction with the Companial team is easy and informative. Their insights on Microsoft, Dynamics updates, and migration tools have been incredibly valuable,” says Philippe Vienne. With over 60% of Calliope Business Solutions’ customer base still on legacy systems, accelerating the pace of migration is a top priority. “We simply can’t scale this alone. Companial’s tools and support are the only way we can realistically migrate our entire client base to D365 Business Central online,” says Philippe Vienne. The Outcome A Clear Vision for Migration Working with Companial has enabled Calliope Business Solutions to build a structured, transparent, and technically detailed approach to cloud migration. Thanks to the Companial M&M Analysis Tool, Calliope Business Solutions can provide its customers with a clear and accurate understanding of the complexity behind each project. “Having a clear vision of how we can migrate our NAV customers is critical. Many of our clients are technically savvy- they want to understand objects, tables, and development limitations. With the M&M analysis report, we can explain everything in detail and explore different migration strategies,” says Philippe Vienne. The ability to show object-level analysis and migration limitations makes discussions more productive and builds customer confidence. Calliope Business Solutions is now able to walk clients through their specific technical landscape, align on priorities, and decide whether to replicate customizations or switch to standard D365 Business Central functionality. As a result, Calliope Business Solutions has already migrated approximately 40% of its customer base to the cloud – a significant leap forward. Accelerated Delivery with Confidence Migration projects are now faster and more predictable. Once a project kicks off, Calliope’s goal is to deliver the technical code migration within two months. However, the heavy customization in most legacy Navision environments poses a major challenge. Calliope Business Solutions no longer needs to begin each project with a full team of three experts in development, functional analysis, and architecture. Instead, they use Companial’s M&M Analysis Tool to perform a deep-dive assessment, delivering a comprehensive technical snapshot of the customer’s environment in just 3 to 5 business days. Block Quote While closing deals still takes time due to project size and budget considerations, the ability to move quickly from scoping to proposal has helped Calliope Business Solutions stay ahead of customer expectations. For delivery, Calliope Business Solutions relies on its internal team supported by Companial’s tools – and when needed, collaborates further with Companial during complex migrations. The use of Clean Start tools from Companial has further streamlined full-cycle migrations, allowing Calliope Business Solutions to manage increased demand and keep its customer base in-house. Three Happy Sides The collaboration with Companial brings measurable value across Calliope’s organization: Commercial Teams – Gain fast, reliable technical insights to support effective customer conversations. Customers – Receive transparent, data-backed explanations of what can and cannot be migrated, helping them make informed decisions. Technical Teams – Benefit from better project planning and reduced manual workload, while maintaining ownership of migrations. Results 40% of customer base migrated to Business Central online 5x faster pre-sales analysis using Companial’s M&M Tool 100% alignment between commercial and technical teams using shared insights 90% of annual migrations now deployed on the cloud
RadosławDudziak
Companial brings first Validated Localization App for Poland in Microsoft Dynamics 365 Business Central
Polish organizations and Microsoft partners now have a new, reliable option for Business Central localization. Companial is proud to introduce the first Validated Localization App for Poland, developed in full compliance with Microsoft’s quality guidelines and program requirements. Why is it important? Until now, partners and customers in Poland had only limited options for Business Central localization. With Companial’s app, the market gains a Microsoft-validated alternative, that ensures quality, compliance, and choice. This localization is: Fully compliant with Microsoft’s official requirements and guidelines for Business Central localizations Quality-assured through Microsoft’s validation process Always up to date with release cycles and regulatory changes Future-proof, backed by Microsoft’s direct engagement (not dependent on one local vendor) The app was developed in close collaboration with the local partner community. These partners bring deep expertise and a proven track record of implementing Business Central and supporting customers over the long term. Their experience and insights helped shape a solution that reflects real customer needs and industry best practices, ensuring it is both practical and relevant for organizations in Poland. Benefits for partners and customers For both partners and customers, the new Localization for Poland means greater choice, flexibility, and reliability. It ensures compliance and technical readiness while also creating opportunities for cost optimization and long-term scalability. For partners, it provides a stronger value proposition when offering Business Central to customers. About Microsoft’s Validated Localization Apps The Validated Localization App Program was introduced by Microsoft to ensure that localizations delivered by Microsoft Partners in countries not directly localized by Microsoft meet the same quality and compliance standards as Microsoft’s own solutions. You can read more about the program here. A Milestone for the Polish Market Companial’s Localization for Poland marks an important milestone: choice, quality, and trust are now available in the Business Central ecosystem in Poland. Now is the right time to act. With Microsoft Business Central licensing costs set to increase in October 2025, partners and customers will face higher expenses. By adopting Companial’s localization – offered free of charge – organizations can offset this increase, as they no longer need to pay additional fees for localization typically charged on top of the license. This creates a strong business case to switch today, ensuring both compliance and cost efficiency. For partners, early adoption also brings a competitive advantage: they can position themselves more effectively in ERP bids and attract new customers at renewal, especially when compared with providers who do not include free localization as part of their offering. Who is Companial? Companial is a strategic partner for Microsoft Dynamics customers and partners, focusing exclusively on Microsoft Business Applications. We provide end-to-end support for the Dynamics 365 and Power Platform portfolio, offering technical services, commercial expertise, and operational assistance tailored to Microsoft’s ecosystem. We work in close strategic collaboration with Microsoft, ensuring that our solutions, services, and programs are fully aligned with Microsoft’s innovation roadmap. Companial is honored to be recognized as a Microsoft Inner Circle member – a status awarded to only the top 1% of Microsoft Business Applications partners globally for consistently delivering outstanding customer success and driving growth. With Companial, partners and customers can rely on a trusted advisor and long-term strategic ally in their journey with Microsoft Dynamics 365. Let’s Connect We invite customers, as well as existing and potential Microsoft partners, to learn more about the Companial Validated Localization App for Poland. Our team is ready to connect with you directly or introduce you to one of our trusted reseller partners for implementation support. Contact us at radoslaw.dudziak@companial.com and secure compliance, cost savings, and scalability for your Business Central projects in Poland. You can also schedule a meeting with us by using this link: Book a meeting about Localization for Poland.
RadosławDudziak
Have you forgotten why you have stock?
Inventory is often seen as a cost center, a necessary evil, or a buffer against uncertainty. But at its core, inventory serves one essential purpose: To ensure that the next machine, the next process, or the customer is not left waiting. That’s it. That’s the primary reason to carry stock. Everything else—financial reporting, warehouse optimization, stock rotation—comes second to this truth. The challenge is that many companies forget this purpose. Inventory is often managed reactively, driven by vague logic, habit, or the fear of running out. Rarely is it approached as a strategic enabler of customer service. When inventory fails its purpose Visit any factory or warehouse, and you’ll likely find the same symptoms: Full shelves, but missing critical components. Capital tied up in excess stock that no one seems to need. Expedited shipping costs piling up to cover for poor availability. Obsolete or misplaced parts that are out of sync with actual demand. These are signs of low-quality inventory—and it’s not just about how much stock you have. It’s about having the right stock, in the right place, for the right reason. What is inventory quality? Inventory quality is the often-overlooked measure of how well your stock supports your operations and your customers. High-quality inventory: Is driven by actual demand and replenishment signals. Falls within an ideal range—between safety stock and maximum stock. Is positioned correctly in your network to support manufacturing and delivery. Is visible, traceable, and aligned with upstream and downstream processes. Low-quality inventory, on the other hand: Is misaligned with demand or outdated. Ties up capital but provides little operational value. Results in stockouts for critical items and overstock for slow movers. Accumulates in the wrong location or goes unnoticed until it becomes a problem. The strategic role of inventory in different market conditions Inventory management is not static—it plays different roles depending on market conditions. In growth markets, inventory is a service enabler. It supports quick delivery and helps you win new business. In downturns, inventory becomes a cash lever. Reducing unnecessary stock can free up working capital for other investments or cushion against revenue fluctuations. In both scenarios, the quality of inventory becomes a competitive advantage. The key is not just reacting to excess or shortages, but managing stock intentionally and systematically. Moving from guesswork to smart inventory management Unfortunately, many inventory decisions are still based on gut feeling or outdated spreadsheets. What’s needed is a more structured approach—leveraging modern ERP tools to make inventory work for you, not against you. Here are a few questions we often ask customers in their first inventory assessment: What is the stock position of the items supporting manufacturing and delivery? Are reorder points calculated based on variability in demand and lead times? Is the replenishment logic aligned with your production plan and S&OP process? Which items are critical to bottleneck operations? Are items located where they’re actually needed? These questions help uncover the real story behind your stock—and often, it’s eye-opening. How RamBase helps With RamBase Cloud ERP, we help manufacturers get control over their inventory by combining: Real-time visibility into stock status, movements, and locations. Automated replenishment logic based on historical trends and lead times. Alerts and analytics to identify overstock, obsolete stock, and critical shortages. Integrated processes from sales and production planning to procurement and logistics. Whether you’re looking to improve delivery reliability or free up capital, we believe inventory should be a lever for performance—not a liability. If you suspect your shelves are full but your customers are still waiting, it’s time to focus on inventory quality. Let’s start the conversation.
RamBase
Does UX in ERP Systems Matter?
In the era of digital transformation, where technology is becoming increasingly integrated into every aspect of our professional lives, User Experience (UX) in the Enterprise Resource Planning (ERP) sector is taking on a new, crucial significance. For many organizations, ERP systems are the backbone of their business operations, integrating key functions such as financial management, supply chain, manufacturing, and human resources. However, in the face of a generational shift in the labor market—where younger generations expect fluidity, intuitiveness, and technology tailored to their needs—the traditional approach to ERP systems may prove insufficient. Learn whether UX in ERP systems truly matters. The Importance of UX in ERP Systems In this context, UX in ERP systems is no longer just an added bonus—it has become a necessity. As the labor market evolves and digital natives enter the professional arena, companies that neglect the UX aspect of their ERP systems may find themselves at a disadvantage. Conversely, those that understand and adapt to the growing role of UX gain a significant competitive edge. Users now expect not only functionality, but also ease of use, aesthetics, and a personalized experience—and ERP systems are no exception. However, this evolution also carries risks. Many ERP systems risk “sleeping through” this critical moment by clinging for too long to outdated interfaces and complex user processes. This can lead to user frustration, reduced productivity, and ultimately a loss of market competitiveness. Therefore, in this article, we explore how and why companies should adapt their ERP systems to the new UX reality—not just to survive, but to thrive in a rapidly changing business world. Generational Change and Its Impact on ERP Generational change is a significant factor influencing the development and evolution of ERP systems. With the arrival of a new generation of employees raised in a world dominated by digital technology, expectations around functionality and usability are also changing. The younger generation, often referred to as “digital natives”, has grown up surrounded by intuitive and highly interactive technologies. As a result, their approach to work and the tools they use is fundamentally different from that of older generations. For users who grew up with smartphones, tablets, and direct, almost instantaneous communication, traditional ERP systems may seem outdated and unintuitive. Their expectations focus on quick access to information, simplicity of operation, and interface aesthetics. This generation seeks solutions that not only manage resources and business processes efficiently but also deliver a pleasant user experience similar to the consumer apps they are familiar with. In contrast, older generations of ERP users—raised in a pre-digital era—may be more inclined to accept systems with more complex interfaces and less intuitive processes. For them, the main priority is functionality and reliability, rather than usability or design. This divergent approach to workplace technology poses a challenge for ERP system designers and developers. They must find a balance between meeting the expectations of the new generation—demanding fluidity and intuitiveness—while also accommodating the needs of older users who value proven, if more complex, solutions. Striking this balance requires not only understanding the differences between these groups but also designing systems that are flexible and adaptable to a wide range of needs and preferences. In this rapidly changing environment, UX becomes a key factor that can determine the success or failure of an ERP implementation. UX as a Decision-Making Factor in ERP Selection? In today’s business landscape, where purchasing decisions are increasingly driven by expectations for user experience quality, User Experience (UX) is emerging as a decisive factor in choosing ERP systems. Companies striving for greater efficiency seek solutions that not only streamline business processes but are also user-friendly. In this context, ERP systems with better-designed user interfaces gain an advantage because they attract organizations looking for more intuitive and less complicated tools. A clear and intuitive ERP interface not only simplifies work and reduces training time but also increases employee engagement. Employees who feel comfortable with the tools they use are more likely to use them effectively—resulting in higher productivity and better business results. Organizations understand that investing in a system with well-designed UX can deliver significant long-term benefits, both operationally and financially. On the other hand, ERP vendors who ignore the importance of UX risk losing their competitive edge. As more companies focus on interface quality, vendors offering complex, unintuitive systems become less attractive to potential clients. This trend is pushing the industry to invest in UX research and development to meet growing user expectations. As a result, UX is becoming not only a differentiating factor among ERP systems but also a key criterion in corporate decision-making. Increasingly, organizations recognize that high-quality UX can bring substantial benefits in efficiency, user satisfaction, and overall business effectiveness. Therefore, when choosing an ERP system, companies no longer focus solely on features or price but also on how the system supports and facilitates employees’ daily work. In this perspective, ERP vendors face growing challenges—especially those without a long-term plan to improve UX. Vendors that understand this dynamic prioritize user-centered design from the start. It’s no longer just about a visually appealing interface—it’s about making it logical, intuitive, and tailored to daily tasks. Such an approach enables faster system adoption, which is especially important when transitioning from one ERP to another. Investing in ERP UX is also crucial for talent retention. In the global labor market, where employees have a wide range of job opportunities, the quality of daily-use tools can be a decisive factor in choosing an employer. Companies offering modern, user-friendly ERP systems can attract and retain valuable employees who seek an environment that fosters innovation and efficiency. Moreover, in the digital era—where data is the new business currency—ERP systems with high-quality UX simplify access to key business insights. Clear dashboards, intuitive analytics tools, and real-time access to information enable faster decision-making and more agile responses to market changes. This boosts not only operational efficiency but also forecasting and adaptability to future challenges. Good UX practices in ERP also improve cross-departmental collaboration. Easy-to-use systems encourage knowledge sharing and teamwork, leading to a more integrated approach to enterprise management—where different departments can work and share information effectively. In conclusion, UX in ERP systems is no longer a “nice-to-have” but a critical element that influences purchasing decisions, operational efficiency, talent retention, and overall market competitiveness. ERP vendors that understand and implement these principles can deliver significant added value—going beyond traditional system functions. In a fast-changing business world, where adaptation and innovation are key to success, UX in ERP has become an essential element of corporate strategy. Block Quote The Future of UX in ERP: Innovations and Trends The future of UX in ERP systems looks fascinating, with technological innovations such as Artificial Intelligence (AI) and Machine Learning (ML) playing a pivotal role in this transformation. These technologies have the potential to radically change how users interact with ERP systems, making them even more intuitive and tailored to individual needs. AI can be used to personalize user experiences by analyzing behavior and preferences to adapt interfaces and functionalities to specific requirements and work styles. An example of AI in ERP is the automatic enhancement of decision-making processes by delivering precise, real-time analytics and forecasts. With machine learning, ERP systems will be able to predict market trends, detect data anomalies, and recommend optimal actions—significantly improving operational efficiency. Another important trend is the use of AI-powered voice interfaces and chatbots, enabling more natural and direct interactions with the system. This approach can greatly lower the entry barrier for new ERP users unfamiliar with traditional interfaces, allowing them to quickly obtain necessary information or complete tasks through simple voice commands or conversations with a virtual assistant. Integration with Augmented Reality (AR) and Virtual Reality (VR) also opens new possibilities for UX in ERP. These technologies can be used to create more immersive and interactive training experiences or to visualize complex business data—helping users better understand and analyze information. In all these cases, the key will be to ensure that new technologies are implemented in a way that is intuitive and user-friendly. The future of UX in ERP will depend not only on technological sophistication but also on understanding human interaction with these tools—creating systems that are both powerful and enjoyable to use. As the ERP industry moves toward greater integration with emerging technologies, UX remains a critical factor shaping the future of the sector. Block Quote Why UX Cannot Be Ignored in ERP To sum up, User Experience (UX) in ERP systems has become an aspect that cannot be ignored. Its importance is growing due to the generational shift in the labor market and rising user expectations. New generations of employees, raised in the digital era, expect ERP systems to offer not only functionality but also intuitiveness, aesthetics, and personalization. This shift poses a challenge for traditional ERP systems, which must evolve to meet these new standards. Good UX in ERP not only facilitates daily work but also contributes to higher operational efficiency, better cross-departmental collaboration, and faster decision-making. In an era where data is key to business success, ERP systems with well-designed UX allow easier access to and analysis of information. Moreover, in the context of global competition and the war for talent, ERP systems with higher UX standards become a crucial factor in attracting and retaining valuable employees. The growing importance of UX in ERP is also evident in the technology sphere. The development of AI, ML, voice interfaces, and AR/VR opens new horizons for user experience. These innovations have the potential to transform how we work with ERP systems—making them more intuitive, efficient, and tailored to individual needs. As a result, companies that ignore UX in their ERP systems risk losing market competitiveness. In contrast, those that embrace and invest in UX gain a significant advantage—offering their users not just a resource management tool, but a platform that is both enjoyable and effective to use. In today’s dynamic business environment, where adaptation and innovation are key to success, excellent UX in ERP is no longer a luxury but a necessity. The role of UX in ERP systems discussed in this article is especially important in relation to the “modern” user and will only grow along with generational change. Almost every business process carried out in an IT system involves a human. It’s no secret that the easier it is for someone to use a solution, the more willingly and efficiently they will do so. The result? The entire organization benefits—reacting faster to current events, saving time, and improving operational performance. This desired end result, however, requires the right approach—people are different, and the generational shift will bring thousands of individuals into companies who have been raised in a digital culture from birth. The skills and expectations of “digital natives” are significantly different from those of older employees. As IT solution providers, it is our role to reconcile the requirements of these groups, ensuring system usability, efficient information flow, and the ability for companies to remain competitive. UX is not only about the pleasure of using a system—it is also a major competitive advantage that, in the long term, can be the key to a company’s growth. Block Quote
MarekMac
MarekMac
MarekMac
RamBase
