JMP achieves Microsoft Dynamics AX document processing flexibility and efficiency
James M. Pleasants Company (JMP) was founded in 1958 and has grown to include 15 offices in six states covering the Southeastern United States. The company is an employee-owned sales organization, providing customers with energy-efficient water and steam-related products such as heating and cooling systems, along with solutions for their hydronic needs.
For years, JMP’s existing mainframe legacy system had proven functional as business expanded into new states. But with continued growth, the mainframe was no longer capable of supporting strategic objectives, and the company decided to migrate to the Microsoft Dynamics AX platform. However, document output would require costly, custom Enterprise Resource Planning (ERP) programming—unless they found an automated solution.
Bottomline Document Output Management Solution
After conducting a thorough review of comparative products, several factors emerged that set Bottomline Technologies’ solution apart. These factors included a comprehensive feature set, ease of use and compatibility, scalability to support future business growth and needs, and documented success across the global Dynamics AX community.
With Bottomline’s Create!form, a turnkey document output management solution for Microsoft Dynamics AX, JMP has leveraged the company’s services and software capabilities to quickly transform its Dynamics AX output. Bottomline’s Create!form has helped JMP streamline the process of adding variable information to customer invoices when customers dictated changes. Today, the high degree of manual intervention associated with customer invoicing has disappeared and the company is well-positioned for future growth.
Bottomline’s Create!form for Microsoft Dynamics AX quickly provided significant benefits for JMP. The solution eliminated manual invoice processes and provided a new level of efficiency and document flexibility. The easy-to-use, drag-and-drop functionality inherent in Bottomline’s report design tool allows internal users to make changes to customer centric information on the fly. And the company uses electronic workflows to automatically generate the requisite documentation based on an invoice’s content.
In the Customer’s Words
“While Microsoft Dynamics AX was the clear choice for our business as an ERP system, we needed more flexibility and control over our ability to create and distribute transactional documents.”
—Joe Claxton, IT Manager, James M. Pleasants Company