Automated workflow with Microsoft Dynamics NAV

Automate and streamline critical processes to fit your business

Every business deals with the challenge of managing too many processes with too much paper: Keeping track of workflows and roles, dealing with data entry errors, and storing, finding, and accessing documents impacts productivity, costs, customer service, and your ability to make informed business decisions.

Workflow automation solutions are a logical extension of an organization’s financial and business management software—and having the two fully integrated puts more power in your hands to automate and streamline your critical processes.

ArcherPoint can help you with workflow automation, fully integrated with Microsoft Dynamics NAV (formerly Navision), taking advantage of NAV’s flexibility to design a solution that fits your industry and the way you do business. But the solution isn’t complete with just software: Our experienced team will work closely with you to understand your goals and processes to ensure your solution is reaching its full potential and delivering real value to your business.

Workflow automation can streamline and manage processes across your organization and their associated workflows:

  • Candidates for employment and new hire onboarding
  • Order entry and shipping
  • End-of-month or end-of-year workflows
  • Purchase order, payment, and new vendor approval
  • Managing contracts
  • Quality control
  • Product development

Workflow automation allows you to:

Increase productivity – By automating processes and managing your workforce more effectively, you can increase productivity significantly. For example, the average time it takes to process an invoice is 6-8 times faster with fully automated AP processes. With workflow automation, you eliminate manual data entry and move documents through the process faster. You can also help your employees manage their tasks by tailoring your solution to automatically trigger appropriate workflows and notifications to the appropriate people at the appropriate time, providing them with the information they need for their tasks. These processes are also fully integrated with the RoleTailored client in Dynamics NAV, so they get a constant view of their current workload and upcoming work directly from the Role Center.

Reduce costs – Automating processes and managing documents can help reduce costs throughout. You can eliminate lost discounts, reduce errors and discourage fraud, and uncover areas of unnecessary spending.

Gain visibility – With the unprecedented visibility you get with workflow management fully integrated with Dynamics NAV, you can find areas for improvement in your financial processes, quickly find the source of issues and address them, and with instant analytics, you can easily access transactions and documents to identify performance issues, anticipate problems, and avoid surprises.

Improve service – With a workflow automation solution, you can empower your customers, vendors, and partners with direct online visibility to their documents and status updates, providing immediate answers to their questions and fewer phone calls to your staff.

Because ArcherPoint designs workflow automation as part of your Dynamics NAV solution, it is easy to implement and customize, and it won’t be affected by upgrades to later versions of the product. We’ll also make sure you can easily define, change, and adapt workflows for your industry and your unique business processes on your own, but we’re always available if you need assistance.

Automating processes for customized products
If you have a business that produces highly customizable products or services, ArcherPoint can help you with tools that automate processes such as generate configuration-specific drawings, documents, and data needed to produce and deliver a product, generate pricing, work with 2D- and 3D-CAD tools to generate configuration-specific models and drawings, and create comprehensive product models using graphical point and click models.

Guided selling
With tools for guided selling, you can protect margins while reducing selling costs. Sales people, dealers, and distributors can create comprehensive proposals and accurate pricing and quoting.

Deployment options
We offer workflow automation solutions in several ways so you can get what fits your business. You can choose from Software as a Service—cloud, subscription on-premise, or purchased licensed software. No server issues. No back-up concerns. Always the latest version. Available anytime, anywhere, at a fixed monthly fee.

Extend your Dynamics NAV software

ArcherPoint works closely with proven solution providers to extend the value of your Dynamics NAV automated workflow solution:

  • agilesWorkflow – Extend Microsoft Dynamics NAV to manage, simplify, and automate your company’s processes with agilesWorkflow.
  • MetaViewer - Offers integrated electronic invoicing, workflow, document imaging, and dashboard views of all your financial processes. MetaViewer combined with Microsoft Dynamics NAV ERP will automate your entire Accounts Payable and Accounts Receivable processes and eliminate paper documents and unnecessary data entry.