ETI – Switch to a Safe Future: ETI Secures Maximum Control Over Business Data and Documents with B2Win Suite
“At ETI, efficiency and precision drive our innovation, but true success lies in effectively managing our processes. By integrating B2Win Suite into our operations, ETI has streamlined and optimized business document management and reporting, securing better results with maximum control.”
“We simply do not know how to work without it!”
INTRODUCTION
In this case study, we sit down with Tone Starc, IT Director at ETI, to explore how B2Win Suite has transformed ETI’s business processes, particularly in managing and distributing critical documents and reports.
CHALLENGES FACED BY ETI
What business challenges did ETI face that led you to seek a solution?
“We had two main challenges. First, we needed a way to access data from our Infor LN canned reports and efficiently import it into Excel for more flexible usage. Second, we wanted a streamlined way to manage the multichannel mass distribution of documents directly from our ERP system.”
SOLUTION
How B2Win Suite Transformed ETI’s Document Management and Reporting
To tackle these issues, ETI implemented B2Win Suite’s applications, B2Output and B2Data. Tone describes how each application helped address ETI’s specific challenges.
B2OUTPUT APPLICATION USE CASES
Can you describe how B2Output meets ETI’s needs?
“B2Output has been instrumental in transforming and managing our ERP’s documents and reports. We use it for both Excel and PDF conversions and for automated document distribution through the SmartEngine. Here’s how each feature supports our operations.”
CASE STUDY SUMMARY
Challenge:
ETI encountered two main challenges: accessing ERP data flexibly without extensive customization and efficiently managing multichannel document distribution for its global operations.
Solution:
By implementing B2Win Suite, ETI transformed its document management and reporting processes. B2Output provided powerful Excel and PDF conversions, while SmartEngine automated document parsing and secure distribution. B2Data simplified data import and integration, feeding seamlessly into ETI’s workflows.
Result:
B2Win Suite has greatly improved ETI’s flexibility, accuracy, and security in handling documents and data. By minimizing ERP customizations, ETI saved time and resources, with enhanced data handling across languages and locations.
Conclusion:
B2Win Suite has become essential to ETI’s operations, allowing ETI to scale confidently while maintaining full control over business data and documentation. As Tone Starc notes, “We simply do not know how to work without it!” B2Win Suite ensures that ETI’s processes are not only optimized for current needs but also adaptable for future growth.
- Excel and PDF Conversions:
- Excel Conversion: “With B2Output, we can convert canned reports – whether single or multiline formats – directly into Excel. This flexibility supports six companies within the ETP group, operating across different European countries and multiple languages within our Infor LN setup. By making modifications in Excel rather than in the ERP system, we avoid the need for heavy customizations to canned reports. This enables us to efficiently create tailored presentations and visualizations of our data”.
- PDF Conversion: “Similarly, PDF conversions handle multiple languages across different groups. Each country and language receives documents with the correct logos and headers. Documents can be printed to B2Win Suite, converted to PDF, and either displayed on-screen or printed, depending on our needs.”
- SmartEngine Automation
- Document Parsing and Distribution: “SmartEngine automatically parses documents based on key identifiers like invoice numbers, PO numbers, or business partner information. This ensures that documents reach the correct recipient through multiple channels, such as email, IDM, SharePoint, or other platforms. It’s invaluable for keeping our communications accurate and efficient.”
- Secure Document Storage: “SmartEngine also allows us to securely store and distribute confidential documents. For instance, payroll files are encrypted and stored in a designated directory. Only the appropriate employees receive the documents, each with their personal key to unlock the documents, maintaining both security and confidentiality.”
- E-Invoicing Exchange
- “B2Win Suite’s configured run feature handles our e-invoicing exchange. This function automatically generates e-invoice files and stores them in predefined directories with custom filenames, making the process highly efficient and organized.”
B2DATA APPLICATION USE CASES
How does B2Data support your business processes?
“B2Data is packed with powerful features that offer significant potential, much of which we have yet to fully explore. Currently, we primarily use B2Data to import contacts, addresses, and business partner information from our ERP database directly into B2Win Suite, which then feeds into SmartEngine to streamline distribution across our network. We are also planning to implement IDM integration with B2Win Suite. We tested it some time ago, and it worked very well.”
INFOR’S NATIVE EXCEL EXPORT: THE B2WIN SUITE ADVANTAGE
Infor LN has a built-in export to Excel feature. Why did ETI choose B2Win Suite instead?
“Infor’s export to Excel allows simple exporting data from the open sessions and reports without additional configuration or more complex export to MS office templates, which doesn’t include exporting canned reports. B2Win Suite, on the other hand, provides a simple, comprehensive and flexible solution that significantly enhances our business processes. It’s simply answering our specific needs. A perfect complementary to Infor.”
KEY BENEFITS FOR ETI
- Enhanced Flexibility: “B2Win Suite gives us the freedom to modify reports without customizing LN. Its Excel and PDF conversion features support multiple languages and provide the flexibility we need.”
- Efficient Multichannel Distribution: “SmartEngine ensures documents are accurately parsed and delivered to the correct recipients across various channels.”
- Security and Confidentiality: “B2Output’s encryption feature meets our security requirements, allowing us to store and distribute sensitive documents, like payroll files, securely.”
CUSTOMER FEEDBACK AND RECOMMENDATIONS
How would you describe B2Win Suite’s value to ETI in one sentence?
“We simply do not know how to work without it!”
Would you recommend B2Win Suite to other businesses?
“Absolutely, I would strongly recommend it to any business that values efficiency and control in document management.”
Is there anything else you’d like to add?
“Yes, I want to thank NAZDAQ for their excellent support. They’re professional, fast, and always there when we need them. B2Win Suite is a critical part of our operations.”
BROADER APPLICATIONS OF B2WIN SUITE IN INDUSTRY
ETI’s challenges with flexible reporting, multichannel document distribution, and secure document management are common across industries like manufacturing, logistics, finance, and healthcare. B2Win Suite’s robust Excel and PDF conversion, automated distribution, and security features make it a valuable asset for any business managing large volumes of documents and data. B2Win Suite can help organizations streamline processes, automate invoicing, enhance reporting, and secure document management for greater operational efficiency.
ABOUT ETI
ETI Group, headquartered in Slovenia, is a global leader in electrical protection products like fuses, circuit breakers, and surge protectors. Founded in 1950, ETI operates across 15 locations, including Italy, Germany, Poland, and Hungary, serving sectors from residential and industrial to renewable energy. ETI’s solutions span from advanced photovoltaic systems and energy storage to technical ceramics and EV charging stations. The company’s extensive network emphasizes safety, innovation, and sustainability.
ABOUT TONE STARC
Tone Starc has over 30 years of IT experience, primarily in the electrotechnical industry. Since joining ETI Electrotechnical in 2006, he has led major IT infrastructure projects, including ERP implementations and cross-functional team initiatives. Previously, Tone held IT and Quality Manager roles at Rudis d.o.o. and began his career in software development. He holds a degree in Computer and Information Sciences from the University of Ljubljana.
CASE STUDY SUMMARY
Challenge:
ETI encountered two main challenges: accessing ERP data flexibly without extensive customization and efficiently managing multichannel document distribution for its global operations.
Solution:
By implementing B2Win Suite, ETI transformed its document management and reporting processes. B2Output provided powerful Excel and PDF conversions, while SmartEngine automated document parsing and secure distribution. B2Data simplified data import and integration, feeding seamlessly into ETI’s workflows.
Result:
B2Win Suite has greatly improved ETI’s flexibility, accuracy, and security in handling documents and data. By minimizing ERP customizations, ETI saved time and resources, with enhanced data handling across languages and locations.
Conclusion:
B2Win Suite has become essential to ETI’s operations, allowing ETI to scale confidently while maintaining full control over business data and documentation. As Tone Starc notes, “We simply do not know how to work without it!” B2Win Suite ensures that ETI’s processes are not only optimized for current needs but also adaptable for future growth.
Want to learn how we can help solve your unique business challenges? Reach out to NAZDAQ today, and let’s start the conversation!
