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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 Low-quality inventory, on the other hand: Is misaligned with demand or outdated.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.

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

Choosing the right ERP system for manufacturing is a crucial step in a company’s digital transformation journey. The market offers a wide range of solutions that differ in functionality, pricing, and integration capabilities. How can you make the best decision? Here’s a practical guide to help you select the ideal vendor tailored to your business needs. Why Is Choosing an ERP System for Manufacturing So Important? An ERP system is the core of every digital organization. In manufacturing, it supports processes from order management and resource planning to monitoring production efficiency. However, the ERP system alone is not enough. To deliver maximum benefits, it should be well-integrated with external solutions such as MES (Manufacturing Execution Systems), WMS (Warehouse Management Systems), or TMS (Transportation Management Systems). Example ERP systems for manufacturing you’ll find at myerp.global/systems include: SAP Business One – ideal for medium and large enterprises, offering advanced customization. Microsoft Dynamics 365 Business Central – a modern tool supporting process automation. IFS Applications – focused on project and production process management. How to Evaluate an ERP Vendor? Choosing an ERP vendor is not only a technological decision but also a strategic one. Here are the key factors you should consider: Industry Experience – the vendor should have experience working with manufacturing companies and understand the specific needs of the sector. System Flexibility – can the system be easily customized to meet your production-specific requirements? Integration Capabilities – ensure the vendor provides comprehensive support for integration with other systems. Technical Support and Service – the stability of the system depends on prompt assistance in case of issues. Recommendations and Reviews – check how other clients rate their cooperation with the vendor. Digital Transformation – What Else Should You Know? Digital transformation requires more than just the right ERP system – it also involves a shift in organizational mindset. It’s essential to understand that ERP is just one part of a larger ecosystem. Collaboration with external providers of MES, WMS, or CRM systems helps create a comprehensive production environment that boosts efficiency and competitiveness. Instead of treating ERP implementation as a one-time project, it’s better to see it as a long-term investment in organizational development. This way, your company will be ready to face the challenges of the future. Conclusion Choosing the right ERP system for manufacturing requires analyzing your needs, integration options, and carefully evaluating vendors. Use the insights from the report available at myERP.pl/raport and schedule a free consultation to ensure your company gets the best technological solution. Don’t wait – digital transformation is the future, and it starts today! Partner with Us – Showcase Your ERP Solutions Are you an ERP vendor or implementation partner supporting the digital transformation of manufacturing companies? Join our growing network of technology providers on myERP.pl. By adding your company profile or listing the ERP systems you implement, you gain visibility among thousands of businesses actively seeking modern IT solutions. Take advantage of: A dedicated profile page with contact details and project experience Visibility in comparison guides and expert content The opportunity to share case studies and client success stories 👉 Contact us directly to become part of the leading portal for ERP and business technology in Poland. Let’s build the future of digital transformation together!

Implementing a new ERP system such as Microsoft Dynamics 365 is, on the one hand, a large-scale project that adds extra work – especially for Finance and Accounting. On the other hand, it is a chance to automate repetitive tasks, improve data consistency and save time over the long term. That is why, from day one, it pays to highlight the real benefits the new tools will deliver to the team. Below are two practical examples of features that, in my experience, make a noticeable difference to everyday accounting work: Automatic VAT reclassification In many organisations, once the JPK_V7M file is generated, accountants manually move input and output tax to the VAT settlement account, reconciling that balance with the VAT return. With D365, the right configuration enables you to: automatically reclassify transactions from sales and purchase VAT accounts to the VAT settlement account; set up the tax office as a vendor so the VAT payable/receivable is posted directly to it; trigger the posting when the user decides – controlled yet automatic; keep the settlement-account balance aligned with the amount shown in the VAT return; post required rounding differences in line with regulations; record adjustments for a specific VAT period. Team benefits: time saved (no manual entries), lower risk of posting errors, consistent data and full compliance with reporting rules. Period-end valuation of receivables and payables D365 offers a robust foreign-currency valuation feature that lets you: automatically revalue open items (receivables and payables) using the National Bank of Poland (NBP) rate; preview a draft report before posting – so you can check data and exchange rates; flexibly set valuation parameters, choosing a single currency or all currencies, posting dates, exchange-rate dates, or specific business partners; automatically reverse the valuation in the next period or continue it into the following month; post realised FX differences when an item is cleared, simultaneously reversing the valuation; view posting results per supplier or customer transaction. Team benefits: statutory compliance, full control over valuation settings, and automation with an option for manual oversight – the perfect balance. Summary For Accounting, D365 enriched with Polish localisation is more than another IT tool – it is an opportunity to automate workflows, improve data quality and minimise errors. From project kick-off onwards, show accountants concrete features that address their daily challenges, and the system will quickly prove its value.

If every tiny change to an invoice or order confirmation means calling IT or your ERP partner, the reporting system is running you – not the other way round. In a fast-moving business world you need tools that save time instead of eating it. Dynamics 365 Finance & Supply Chain Management (F&SCM) lets you build operational reports and documents in several ways: classic SSRS layouts, Excel or Word templates, and the newer Business Documents. Most tweaks can be done without writing a single line of code. Below is a quick tour of each option. SSRS reports – instant access to operational data SSRS (SQL Server Reporting Services) is Microsoft’s long-standing engine for pixel-perfect reports. Out of the box you already get hundreds of layouts – think trial balances, journals, warehouse picks and puts, plus sales and purchase invoices – generated almost in real time without exporting data. You can even schedule actions, like emailing a customer their invoice right after posting. During an implementation most companies tweak these reports: deciding which documents they need, what they should look like, and which data fields to show. The downside? You still need a developer when the structure changes, which can add cost and slow things down. SSRS is also less flashy than modern analytics tools. Still, it’s hard to beat for automation, security and multi-format exports. Excel and Word templates – reporting without code Less common but very handy are Excel and Word templates tied to data entities (system data views). You create a document – say a contract or order confirmation – where the static text stays put while fields such as customer name, net value or delivery date fill themselves in. In Excel you can pull live data into a pre-formatted sheet with filters, sorts and color rules ready to go. If you know Office, you’re good; no Visual Studio required. Business Documents – Word layouts with branding Business Documents build on Word too, but focus on user-friendly styling. You drop in your logo, company colors and fonts once and reuse the template for things like sales invoices. Business users can update the look and feel on their own. Logic and data options are leaner than in SSRS, yet for many customer-facing docs the trade-off is worth it. Summary ERP is supposed to make reporting easy; otherwise, why hold all that data in one place? With Dynamics 365 you can: keep documents visually consistent with your brand, tweak layouts in minutes instead of calling IT, let business teams build the reports they need themselves. If an invoice still needs to pass through three people before it “looks right”, it’s time for a change.

Choosing the right enterprise resource planning (ERP) system is crucial for the long-term success of any organization. IFS and SAP are two popular options that help companies optimize their business processes. In this article, we’ll look at the similarities and differences between these two solutions to help you decide which one is right for you. Functionality Both IFS and SAP offer a wide range of features, such as financial management, supply chain management, production, and human resources. Both platforms are scalable, allowing them to be tailored to the needs of growing organizations. Integration IFS and SAP alike are designed for easy integration with other business applications, enabling you to build a cohesive enterprise ecosystem. Cloud Availability Each platform is available both on-premise and in the cloud. This flexibility lets companies choose between local data storage or the elasticity and scalability of cloud solutions. Support Both IFS and SAP provide multi-tiered customer support, including implementation assistance, training, consulting, and technical support. Cost License, implementation, and maintenance costs vary depending on the system, version, and organizational needs. Generally, SAP is considered more expensive, but you should weigh its feature set and your deployment requirements before deciding. Security and Compliance In today’s regulatory environment, robust security and compliance capabilities are nonnegotiable. SAP offers extensive built-in controls and a comprehensive GRC (Governance, Risk & Compliance) portfolio, making it especially suitable for highly regulated industries. IFS also delivers strong security measures—such as role-based access, encryption, and audit trails—and emphasizes rapid compliance with evolving standards. When choosing between them, consider not only the cost of compliance but also how each platform’s security framework aligns with your industry regulations and internal policies. Similarities and Differences (Gartner Data) Overall Rating Both IFS and SAP score highly in Gartner’s ERP Magic Quadrant, yet their overall ratings differ slightly. IFS earns top marks for functionality, ease of use, and support, whereas SAP stands out for its robust infrastructure and extensive partner ecosystem. Ease of Use IFS is frequently praised for its intuitive, user-friendly interface, which allows users to quickly adopt its features. SAP, while offering a wealth of advanced capabilities, can present a steeper learning curve—especially for those unfamiliar with ERP systems. Implementation and Configuration Both platforms are flexible and scalable, but they differ in the time and resources required for deployment. IFS is often seen as quicker to implement, whereas SAP may demand a larger implementation team and longer configuration period to tailor the system to organizational needs. Innovation SAP leads in cutting-edge technologies such as artificial intelligence, machine learning, and big-data analytics. IFS also invests heavily in innovation, focusing on adding value through user-centric features and industry-specific enhancements. User Feedback Gartner user reviews highlight that IFS fans value its ease of use, support quality, and fast deployment, while SAP users appreciate its comprehensive feature set, scalability, and advanced tech stack. Align your choice with your company’s specific requirements and learn from the experiences of peers in your industry. Industry Focus IFS is often chosen by mid- to large-size industrial companies—energy, aerospace, defense, and telecommunications are typical use cases. SAP enjoys broad adoption across finance, retail, services, and manufacturing sectors. Your industry’s nuances may tip the scale toward one solution. Training and Education Both vendors provide extensive training programs and certification paths. IFS users frequently commend the responsiveness of support teams, whereas some SAP users report longer resolution times—an important consideration if rapid problem-solving is critical. Summary Deciding between IFS and SAP hinges on your organization’s unique goals, regulatory requirements, and budget. Leverage Gartner’s data and peer insights to weigh ease of use against technological depth, implementation speed against ecosystem strength, and security frameworks against compliance demands. By matching each platform’s strengths to your strategic priorities, you’ll invest in the ERP that delivers the greatest long-term value for your business.

Continuing our series on best practices for deploying the Polish localization of Microsoft Dynamics 365 – and tailoring it to headquarters’ requirements – this article focuses on the opening balance. Think of it not just as a technical checklist, but as a cornerstone that keeps business processes running smoothly and ensures compliance with Polish accounting and tax rules. Why the opening balance deserves a deep dive An opening balance is far more than a table of balances. It’s the foundation on which day-to-day operations and finance processes will run in the new system. Because of that, your data analysis has to respect every nuance of Polish accounting and tax law. Start with a local-requirements list Creating a quick local requirements list helps you to: Check data completeness See which data are covered out of the-box Spot the gaps that need tweaks or custom solutions A common scenario: credit notes for invoices from the legacy system Dynamics 365 lets you issue a credit note against an invoice booked inside D365, because the system keeps the link between the two documents and prints the right references. The headache comes when you need to credit an invoice that lived only in your old system. We recommend: Load open receivables in the opening balance – but skip the full detail of every historic sales invoice. Re-entering it all is rarely worth the effort. Add a small custom feature that lets users type the key details of a historic invoice manually (or import them if you have a lot). How sophisticated should that customisation be? During analysis, collect data on: How many credit notes you issue How often they show up What types of credit notes they are These numbers tell you whether a simple form is enough or you need a more advanced tool.And remember: even rare, low-value transactions still carry reporting and tax obligations. The opening balance is a starting line, not a finish line Too many projects treat the opening balance as the “end” of data migration. In reality, it’s the launchpad for ongoing processes. Skip key data now and errors will pop up after go-live. Areas that typically need attention: Corrections to JPK_V7 for periods handled in the legacy system Revaluations of open customer and vendor transactions in foreign currency FX revaluation of bank and cash transactions Data for the bad-debt relief scheme Information needed for split payment VAT deferred to future reporting periods Key take-aways Treat the opening balance as a continuation of business processes—not just a snapshot of account balances. Good analysis is never wasted time; it pays for itself later in the project. Lean on a team that knows D365 and the Polish localization inside out to design the right customisations. Keep solutions consistent—get your solution architect involved early. Involve your users. Their day-to-day insight is gold for process analysis. Good luck with your implementation – and remember, a solid opening balance sets the tone for everything that follows!

Part 3. Running the polish localization in the production environment ​ After the implementation phase comes the critical moment—go-live. This is when all the work done during analysis and configuration is tested in real-world operations. The practices below help keep the system stable, compliant with Polish law, and aligned with group processes. ​ Data migration and verification ​ A smooth data migration—and a double-check afterwards—is the foundation of a successful start-up, especially for tax and reporting data. Examples of critical data: company details used in tax returns (NIP, address) customer and vendor records: addresses, VAT numbers, tax groups links to the correct tax offices key localization parameters such as NBP exchange-rate import or sales-credit-note functions Organising work in the support phase ​ Good habits from implementation keep quality high after go-live. Efficient handling of service tickets and user requests is essential. Choose a ticketing system that sets priorities automatically—e.g., a VAT-return issue should outrank a posting-template change. Decide who may raise tickets—every user or only key contacts? Define ticket format, required attachments, response times, and support responsibilities. Automate workflows—task assignment, notifications, escalations. Separate tickets into errors (need immediate action) questions/training needs (handled through user support) Proactive checks of data and reports ​ Do not wait until the deadline to prepare tax reports. Errors mean penalties and process delays. Check ahead of time: completeness and accuracy of the JPK_V7 file—leave time for fixes other JPK files the first sales invoice printout—verify data before posting Test environment and system updates ​ Keep a dedicated test environment to analyse tickets and trial changes before they reach production. For every update: Review Microsoft’s release notes. Assess the impact on Polish-localization settings. Test key processes before the new version goes live. Monitoring legal changes ​ ERP systems must adapt quickly to new regulations. Track legal updates proactively (e.g., KSeF, JPK_CIT, JPK_KR). Involve the team in spotting potential system impacts. Use the analysis-phase documents and lessons learned—they are your roadmap. Summary ​ Clear communication and fast ticket resolution are the keys to smooth operations after go-live. They prevent misunderstandings, shorten response times, and build user trust. Consider user-satisfaction surveys to gather feedback and continually improve support. Effective change management reduces user anxiety about the new system and ensures a seamless shift to the new way of working. ​ >> You can read Part 2 [HERE] <<

Part 2. Effective and correct implementation of polish localization requirements ​ Once the analysis phase is complete, it is time for implementation. At this stage, well-organised work and clear team communication are critical. The practices below will help you introduce the Polish localization in D365 efficiently while staying fully compliant with both local law and group rules. ​ Organise project work ​ To keep control of scope and progress: Use task-management tools such as DevOps or Jira. They let you split the work into phases (e.g., system configuration, functional tests, development, UAT) monitor progress and react quickly to delays Update task statuses regularly, assign owners and deadlines. Include configuration and testing tasks, not only development work. Communicate effectively inside the team ​ Make sure every team member understands the Polish localization requirements. Clarify doubts as soon as they appear. Hold 2–3 status meetings per week, sized to the team and the workload. Discuss detailed operational issues in smaller working groups—avoid pulling the whole team into every matter. Define the right scope ​ Not every function needs full automation—balance configuration and testing effort against how often the feature will be used.Example: Withholding tax: extensive setup in the “Taxes” module may be too time-consuming for occasional transactions; a manual process could be enough. If D365 lacks a function required in Poland, plan dedicated modifications, for example: corrections to sales invoices issued in the legacy system NBP exchange rates with a one-day shift (not available in standard D365) taxpayer validations (White List, VIES, GUS) Test and validate thoroughly ​ Tests must cover the entire process, not just single D365 functions: system-to-system integrations data validation after migration performance tests for complex processes regression tests, especially when key processes change Add system alerts and messages where useful. Involve end users at every stage—their experience is vital when designing test scenarios. Provide clear user instructions. Clarify team roles and manage knowledge ​ Include a System Architect to keep solutions consistent and reduce risk during changes. Work with a complete process map—many processes start outside Finance (e.g., in purchasing or logistics). Training: Run sessions for both the Polish and central teams to bridge knowledge gaps. Well-trained users greatly increase the chance of a smooth go-live. Summary ​ Help the group team understand Polish requirements early. Organise work with tools like DevOps or Jira, broken into logical phases. Check whether automation makes economic sense case by case. Remember integration, regression, and performance tests. Maintain clear communication and use small-group meetings for detailed issues. >> You can read Part 1 [HERE] <<

As smart tools and connected platforms reshape the way we work, businesses are under constant pressure to innovate, adapt, and deliver more value with greater efficiency. Yet, for many organizations, a significant barrier to transformation lies within their ERP system. Many legacy ERPs were designed decades ago, built for a world where cloud computing, mobile connectivity, and IoT devices were science fiction. Back then, these systems served as robust backbones for finance, inventory, and operations. But fast forward to today’s tech-driven landscape, and those same systems often stand in the way of progress. The integration dilemma Modern business operations rely on interconnected systems. Manufacturing Execution Systems (MES), Customer Relationship Management (CRM) tools, cloud platforms, data analytics dashboards, and IoT-enabled devices are all integral to running a responsive, data-driven business. The problem? Legacy ERP systems weren’t designed with these technologies in mind. Integrating older ERPs with newer tech can be a nightmare. Their rigid architecture, limited APIs, and proprietary frameworks make it difficult (sometimes even impossible) to communicate with modern platforms. Even when integration is technically feasible, it often requires costly custom development, middleware solutions, and ongoing maintenance. This patchwork approach leads to increased downtime, data silos, poor visibility, and a serious drag on agility. Worse still, these legacy systems can’t keep pace with the real-time demands of today’s operations. Imagine trying to implement predictive maintenance with IoT sensors feeding data every second only to have it bottlenecked by an ERP that processes data in overnight batches. Why modern ERP makes a difference Modern ERP systems are built with integration in mind. Cloud-native, API-rich, and often modular by design, they act as the digital backbone that connects your entire tech stack. Whether you’re trying to automate workflows between your MES and supply chain system, or feed real-time customer data from your CRM into financial planning tools, a modern ERP makes it seamless. Here are some of the benefits: Unified data: Say goodbye to silos. A modern ERP centralizes data from across your enterprise, enabling better decision making and real-time visibility. Scalability: Cloud-native ERPs grow with your business. You can add users, modules, or even new locations without massive IT overhead. Faster integrations: With open APIs and pre-built connectors, modern ERPs drastically reduce the time and cost of integrating new systems. Real-time insights: Access dashboards and analytics tools that feed on live data, not yesterday’s reports. Improved user experience: Modern interfaces are intuitive, mobile-friendly, and designed with the end user in mind. Holding on to a legacy ERP because “it still works”? Clinging to yesterday’s ERP system might feel like the safe, cost-effective option but it could be quietly costing your business in missed opportunities, inefficient processes, and integration headaches. As the pace of innovation accelerates, the gap between old and new systems will only widen. Adopting a modern ERP doesn’t just solve today’s integration problems. It sets your business up with a flexible, future-proof foundation.