Comprehensive, in-depth and easy-to-use information management is one of the grea-test opportunities for your business and simultaneously one of the biggest IT challenges. The ELO Business Logic Provider (BLP) module seamlessly links various business applica-tions together into a single company-wide process. ELO BLP is a holistic solution platform based on redesignable business logic, which offers organization, automation and integ-ration via client and server-side processes. Microsoft Dynamics NAV can be effortlessly integrated into the ELOprofessional and ELOenterprise ECM suites, allowing you to create custom solutions. Static interface concepts are a thing of the past.
Information and document management made simple
ELO BLP for MS Dynamics NAV
ELO BLP for MS Dynamics NAV
ECM by Design
Document management with central confi guration
ELO BLP off ers Microsoft Dynamics NAV users a unique solution suite for comprehen-sive enterprise content and document management with the ELOprofessional and ELOenterprise ECM systems. Centrally confi gurable business logic makes it possible to process receipts, reports, e-mails, Offi ce documents, scanned documents and other fi le types generated through Microsoft Dynamics NAV. You can also organize content and connect it with business objects and processes in Microsoft Dynamics NAV.
ELO BLP for MS Dynamics NAV
ECM by Design
How it works
ELO Bu der ECM ERP CRM MS Office Scan Files Fax Web Desk-E-Mail Application LogicBusiness Logic
ELO
Workflow Information management ration Docu ments Data In form ation Search Data ER P EC pro cess Actions InformationConnect
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Information management
beyond your company
Information does not just accumulate within your business. Data and documents can be produced externally and stored on third-party systems, and must be made specially available on cloud services to allow company-wide working. ELO BLP features adapters that allow you to embed information sto-rage services such as Microsoft Office 365, Microsoft SharePoint, Google Drive or Dropbox.
ELO BLP integrates seamlessly with Microsoft Dynamics NAV. Users benefit from a high degree of automation and easily accessible information in their familiar working environment, and receive optimal support for their business processes. ELO BLP creates a comprehensive system which fully covers the creation, editing, saving and process management of documents and files.
ELO BLP configuration interface: The Designer allows custom configuration of the business logic for use with your ECM system.
Industry solutions and best practices
ELO BLP allows you to model the integration and processing logic via a central designer module with an easy-to-use interface. The Designer also works as an administration and reporting tool.
The fl exible and highly effi cient confi guration options and the optional use of templates included with the software allow you to implement projects more quickly. There is no need for complex programming – just a straightforward confi guration designed to make updates easy.
Application Template – Microsoft Dynamics NAV
Preconfi gured business logic in the form of an "application template" is available for Microsoft Dynamics NAV.
Business templates: Solutions and best practices
With ELO BLP, customers benefi t from years of expertise in content organization for diff erent industries and specialized sectors. We make this knowledge available to you in the form of packaged business templates, e.g. for technical wholesalers, manufacturers and others.
Process templates: Pre-packaged and reusable technical processes
Some systems need special technological methods to make data and documents available in the appropriate form. With ELO BLP, there is no need to go to the eff ort of recreating these integration solutions; instead, they can be rolled out from the corresponding technical process templates.
ELO BLP for MS Dynamics NAV
The image shows: Fully integrated with Microsoft Dynamics NAV: Components of ELO BLP and ELO BC
ECM with
ELO BLP – A strong team
with strong performance
The simplicity of ELO BLP allows data and docu-ments to be processed either fully automatically in the background, or via user dialog boxes:
Processing printed documents
Microsoft Dynamics NAV off ers a number of ways to generate even legacy documents and reports. The ELO BLP Output Manager and ELO BLP - PDF Processor components included with ELO BLP then allow you to process printouts from Microsoft Dynamics NAV.
PDF or TIFF documents can be generated for every printed document and report. The documents are then indexed completely automatically (via "keywording" with data from Microsoft Dynamics NAV or third-party systems). It is possible to generate any document type from a profi le using background forms in order to fi le documents in the ELO system in an intuitive way.
It is even possible to fi le short-term documents and reports that cease to be available once they are created. When print data is processed, the docu-ments are not just fi led, but the content attached to them is also organized (classifi cation, indexing, structure, permissions etc.). This is done for all types of fi ling.
You can also specify that documents that are fi led multiple times should be stored as a new version of the original document. With this, the entire change and version history of a document is saved and can be traced in ELO.
Processing of printouts from Microsoft Dynamics NAV
Barcode recognition of scanned documents Filing and process management for scanned documents from the intray
Document fi ling from Microsoft Word and Excel
Transaction-based e-mail processing Storage of fi les directly from the fi le system, via DropZone on the user desktop, or integra-ted directly into Microsoft Dynamics NAV Processing of fi les from directory monitoring Rule-based data capture via fl exible forms Transfer of extracted data into leading systems
Document and data exchange between local systems and/or cloud storage
Scanned documents:
Your own and third-party receipts
Signed delivery slips, test reports and performance records should be stored as important verification documents. These documents can be processed automati-cally and assigned to workflows in Microsoft Dynamics NAV using ELO BLP barcode recognition.
Incoming invoice processes:
Perfect for any application
The automatic processing of incoming invoices offers significant potential for streamlining. The desired degree of automation can be increased step-by-step across the entire process chain depending on the volume of receipts and the size of the company. ELO offers the high-performance ELO DocXtractor module in addition to ELO BLP. This module optimally supports the incoming invoice process through intelligent document data extraction and flexible item-related incoming invoice verification – including data validation. This reduces throughput times to a mini-mum and avoids redundant data recording.
ELO BLP for MS Dynamics NAV
Making the most of e-mails
Storing and processing e-mails is of central impor-tance when it comes to universal provision of infor-mation. To maintain their validity (e.g. from the perspective of tax law), e-mails should generally be stored in their original format.
With ELO BLP, e-mails are not just filed based on purely technical considerations; they can also be assigned to business partners or processes in Microsoft Dynamics NAV. Assigning your e-mails to structured data is the only way to keep them easily and securely accessible.
These options for comprehensive content management are offered client-based directly in Microsoft Outlook, or with the ELO XC module on the server. Alongside the Microsoft Office solutions, additional client- and server-side modules are available for IBM Notes and Tobit.
File Microsoft Office documents
with one click
ELO BLP integrates seamlessly into Microsoft Outlook, Word and Excel and also offers rule-based document filing and integration into Microsoft Dynamics NAV objects and processes.
Processing is fast and convenient. When filing a document, information from Microsoft Dynamics NAV or other sources can be looked up or valida-ted, if needed. The intuitive and user-friendly operation is important for high user acceptance, which in turn is a basis for comprehensive docu-ment managedocu-ment and fully transparent business events.
File to the right place automatically via drag-and-drop
Dropzones are a quick filing interface that allow you to process files from a range of different sources via a simple drag-and-drop. This can be done according to purely technical requirements or based on the file contents (e.g. for Microsoft Dynamics NAV objects or processes). When filing according to content, the Dropzone can also offer filing options appropriate to the context of the current task from Microsoft Dynamics NAV - e.g. filing by customer, order or project. The filing target for indivi-dual activities (e.g. current projects or customers) can be defined using Favorites. The Dropzone can be made available via the user desktop or integrated into Microsoft Dynamics NAV.
Order: 401821 Customer: XYZ Inc. Project: 2317
Documents Dropzones
ELO BLP for MS Dynamics NAV
Fully automatic upload actions
ELO BLP provides secure and valid fi ling from the user environment or via the server, even without any user interaction. Directories can be monitored and processed automatically using business logic. Files and documents are transferred to a central service for further processing and fi ling.
From ERP and CRM to
SharePoint and web applications
Web clients and context-sensitive user support are available in SharePoint and for a range of other systems and web applications. For example, users can move documents from the local desktop to a project management team webpage and assign them to a project through a simple drag-and-drop operation. This one action covers not just the upload itself, but also the complete processing of the document in line with organizational guidelines.
ELO BLP for Microsoft SharePoint: Organizing document and data content (classifi cation, indexing, structuring, assigning permissions, starting workfl ows), including special SharePoint functions such as creating websites, lists and libraries.
Operations in context
The optional ELO Business Connect (BC) module allows you to develop the technical and logical processes for data and document handling into a comprehensive action and information management system.
ELO BC connects Microsoft Dynamics NAV, document storage, databases and other information sources, Microsoft Office, and third-party web applications into a comprehensive, role-based context. The user is at the focus of the action for this. Function groups such as Search, Information, Create New Document, Call, Go To or File provide you with the appropriate options and information sources in context for your current task and role.
The ELO BLP and ELO BC business logic can be configured together via a single desig-ner, saving you effort when setting up and running your system. There are also comprehensive, company-wide templates for data and action management.
ELO BC for MS Dynamics NAV
ECM by Design
Extended functions
Search Inform Cr eate G o t Fil dg e l Analy ses Data Actions Information Docum entsAdded value – automatic
and role-based for every task
ELO BC integrates into both Microsoft Dynamics NAV and the local desktop, and offers users simple and elegant access to the correct information and functions for their work. Acting consistently and a centralized interface are an important basis for successful company communication.
ELO Business Connect:
Integrates employees into business processes simply and effectively
Provides information and functions simply via familiar user interfaces
Enables efficient interaction between people, information, and applications
Automatically delivers the correct data and information for the user's work
Consistent information for consistent actions – in web and business applications and with full integration into the local desktop
The image shows: ELO Business Connect sidebar with
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Create Word
document Create e-mails
Analyze customer
Search sidebar (ELO) Share project feed
Search in ELO (Enterprise Search) publish: ELO > SharePoint archive: SharePoint Create barcodes Create standard
letters Switch customer
Objects Object search manuell Search
NAVDE
Click here to select another object Object actions Order Object Order No. 5046 Input Customer
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File to orderELO® is available from:
