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How Smart ERP Connectivity Optimizes Your Working Capital

The article from ERP Today by Radhika Ojha highlights the critical role of smart ERP connectivity in optimizing working capital, especially amid today’s uncertain economic environment. It emphasizes that effective management of working capital—funds tied up in operations—is vital for business resilience and growth.

Key strategies enabled by ERP systems include:

  • Supply Chain Finance (SCF): Automates early supplier payments based on creditworthiness, strengthening supply chains by providing liquidity to suppliers while extending buyer payment terms.
  • Dynamic Discounting: Allows early payments with discounts, reducing costs and providing quick cash access for suppliers.
  • Receivables Finance: Facilitates selling invoices or factoring to access immediate cash, with ERP automation streamlining invoice management and real-time data tracking.
  • Hybrid Solutions: Combining different approaches offers flexibility, such as using supply chain finance alongside factoring, based on specific cash flow needs.

The article stresses that modern ERP systems should integrate cloud platforms and real-time APIs, supporting AI and predictive analytics to anticipate needs, automate decisions, and provide proactive insights—shifting from reactive reporting to an intelligent, dynamic financial ecosystem.

Furthermore, leveraging specialized platforms like Kyriba enhances ERP data value, transforming transactional data into actionable liquidity events. Integrating these tools with Treasury Management Solutions enables scenario modeling and real-time liquidity forecasting, empowering finance teams to proactively manage cash flow and turn market uncertainties into strategic advantages.

 

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Limiting Access to External EMSS

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Many of our clients would like to lock down their external websites to EMSS (Employee and Manager Self-Service) only, because it is a security risk to allow super users to access Human Resources (HR) & Financials from the web.  The official word is that this cannot be done in Lawson.  However, Nogalis has devised a method to remove the search box and all but the desired bookmarks from the external Lawson website (See a sample screenshots below).  If you would like to have this done at your organization, Nogalis is happy to help. Please contact us today!

Internal Lawson Site

External Lawson Site

Modernizing Legacy ERP Without Rip-and-Replace

 

Many businesses still rely on legacy ERP systems—reliable but outdated platforms that often struggle to keep up with today’s demands. While a full system replacement may seem like the obvious fix, it’s expensive, risky, and disruptive. Fortunately, as outlined in a recent CRM Buyer article, companies are finding smarter ways to modernize without starting from scratch.

Key Strategies for ERP Modernization

  • Upgrade in Modules. Start by replacing or enhancing specific functions—like finance, inventory, or reporting—with cloud-based modules. This lets you modernize step-by-step without halting operations.
  • Use APIs for Integration. Rather than forcing new tools into your old ERP, use APIs and middleware to connect systems. This unlocks flexibility, allowing you to add analytics, CRM, or e-commerce features seamlessly.
  • Layer on Intelligence. Add AI and automation tools on top of your existing ERP. From predictive analytics to smarter workflows, these upgrades improve decision-making without altering core systems.
  • Plan for Hybrid or Composable ERP. Over time, aim for a “composable” ERP model—where modular, cloud-native tools work together. This architecture improves agility and scalability, making it easier to adapt as your business grows.
  • Modernize in Phases. Whether you’re refactoring legacy code, migrating to the cloud, or adding new capabilities, take a phased approach. Smaller steps reduce risk and show value faster.

A Real-World Example: Pinnacle Textile, a uniform supplier, followed this approach—adding APIs, cloud integrations, and automation to its legacy system instead of replacing it. The result? Modern capabilities without disrupting day-to-day business.

Ultimately, you don’t need to abandon your legacy ERP to stay competitive. A thoughtful, incremental modernization plan can bring you the benefits of cloud, AI, and modern integration—without the risks of a total rebuild. Modernization doesn’t mean starting from scratch—it means moving forward, smarter.

 

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Lawson Expense Management XM User Profile Getting Overwritten

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Problem: An XM User Profile is getting overwritten.

 

  1. Login to XM and view the user profile in XM (Admin rights required):
  2. Locate and view your user:
  3. View the Administration Log and figure out who or what process might be changing this:
  4. In this case we see the HRBkg process modifying this user. This can be bringing data in for your organizations HR application (Workday etc.).

 

You can consult Infor further to get more information on the process updating your XM Users (assuming it’s not a completely custom process). Nogalis also offers a team of managed service professionals to help support processes like Expense Management among other applications. We also support custom processes unlike Infor. Visit us at our contact page for more information: https://www.nogalis.com/support/

 

6 data risks CIOs should be paranoid about

CIOs (chief information officers) face growing pressure to deliver AI and predictive analytics, but overlooked investments in data governance and operations have put success at risk. To close this gap, many are turning to chief data officers to tackle data debt, automate pipelines, and implement proactive, metrics-driven governance. The article from CIO.com by Isaac Sacolick, President of StarCIO, highlights six critical data risks that CIOs should vigilantly monitor to ensure the success of AI initiatives and overall data governance. These risks include:

  1. Misclassified Data and Disengaged Data Owners: Without active involvement of data owners, sensitive data may remain unclassified, risking privacy violations and compliance issues, especially when used in AI models.
  2. Exposure of Intellectual Property to AI: Employees using public AI tools without safeguards can inadvertently leak or mishandle proprietary information, exposing companies to data breaches and IP theft.
  3. Risks from Third-Party Data Sources: Relying on external data without verifying its sourcing and compliance can lead to regulatory penalties and operational blind spots. Regular audits and cost-benefit analyses are recommended.
  4. Poor Data Pipeline Observability: Insufficient monitoring of data pipelines can conceal issues like latency, failures, or sensitive data exposure, undermining decision-making and trust in data.
  5. Data Quality Gaps: As AI leverages unstructured data, maintaining high data quality becomes more complex. Centralized data lakes and shared cleansing services are suggested to improve data health.
  6. Overreliance on AI Outputs Without Rigorous QA: Without proper validation and quality assurance, AI-generated responses may be unreliable, risking business decisions based on faulty insights.

The article emphasizes that CIOs should not delegate these risks entirely but should actively lead efforts to transform potential threats into strategic opportunities through better governance, education, and technological controls.

 

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How to master data migration

Migrating data to a new system—whether a CRM/ERP, cloud platform, or digital database—can be complex. In her insightful article for Charity Digital, Christine Chiu outlines practical, actionable steps that can help charities ensure a smooth, secure, and successful data migration.

Here’s a summary of the key recommendations:

  • Devise a Plan. Clearly define what data is being moved, who’s managing the process, how it will be executed, and the timeline. A detailed plan reduces the risk of errors, data loss, and costly delays.
  • Identify What Data is Legacy. Not all data needs to come along for the ride. Identify outdated or unnecessary data and filter it out early. This helps reduce storage needs and keeps your new system streamlined.
  • Determine the Data Mapping. Ensure your current data fields align with the structure of the new system. Triple-check compatibility—mismatched fields can cause major headaches once migration is complete.
  • Don’t Expect Business Lines to Manage the Process. Data migration should be a cross-team effort. Relying solely on individual departments can lead to gaps. Get IT, operations, and end users involved from the start.
  • Prioritize the Datasets. Some data—like donor financials or HR records—is more sensitive and complex. Identify high-priority datasets early so they receive the attention and protection they require.
  • Pilot and Test. Create a test environment using real data. Run pilots to uncover issues in data mapping, field alignment, and system performance. Keep an issues log and refine the process before the full launch.
  • Lockdown Systems During Migration and Minimize Downtime. Prevent last-minute data changes by freezing legacy systems during the move. Schedule migrations during off-peak hours and consider incremental (batch) transfers to reduce disruption.
  • Don’t Migrate All at Once. Break the migration into manageable phases—such as by department or data type. This allows for greater control and minimizes the impact if something goes wrong.
  • Retire the Legacy System. Once the migration is complete, decommission the old platform. This reduces costs, eliminates duplication, and helps your organization focus on using the new system fully.
  • Training on the New System. Migration isn’t complete until your team is confident using the new platform. Offer clear training to avoid data entry errors, reporting issues, and staff resistance.

Data migration is a major step in any charity’s digital journey. With careful planning, collaboration, testing, and follow-up training, you can ensure your data moves safely—and your team is ready to thrive in the new system.

 

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Lawson Expense Management – Re-Routing an Expense Report in XM App

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Problem:
An Expense Report needs to be re-routed immediately for someone else to approve ASAP. Follow these steps to quickly solve this issue.

 

Solution:

1. First, log in to Mingle and Open the Infor XM App under the Applications section.

 

2. Go to Admin >> Tools Document Management (note: admin permissions required)

 

3. Next, search your expense report and Edit it:

 

4. At the bottom left, remove any existing users and add the user you want to approve, then click Save at the top right of the screen:

 

The user you add will now see the Expense Report and will be able to process it.

ERP Modernization: When to Upgrade and How to Manage Change for Strategic Advantage

Modernizing ERP systems is no longer optional—it’s essential for staying competitive in a digital-first economy. In their July 2025 article, CEO Today Magazine highlights why businesses must view ERP upgrades not just as IT projects, but as strategic transformations.

Why Modernize Now? Legacy ERP systems create risks—security vulnerabilities, siloed data, and poor scalability. Upgrading to modern, cloud-based or hybrid ERP platforms enables real-time analytics and AI-driven insights, better compliance with evolving regulations, remote access and operational agility, and faster, data-backed decision-making.

When to Upgrade. It’s time to act when systems are slow, outdated, or unstable, manual workarounds and patches dominate, and/or your ERP can’t scale with growth or change. When it’s time to upgrade start by conducting an ERP health check to assess readiness.

How to Upgrade Smart. Choose the right deployment model (cloud, hybrid, or on-prem) based on your goals, industry, and resources. Select experienced vendors and system integrators who understand your business and can manage both tech and change.

The article stresses when upgrading ERPS that you don’t skip change management. Successful modernization depends on people, not just platforms. Focus on strong executive sponsorship, clear communication and training, and phased rollouts and ongoing feedback. Ultimately, a well-executed ERP upgrade boosts efficiency, supports innovation, and strengthens long-term competitiveness.

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