Make Your ERP Work For You: Personalization Tips For End Users
By Jackie Lynch
When implementing a new enterprise software application, manufacturing business leaders are faced with a challenge: Enforce standardization and efficiency, but also allow for customization. Not only are there unique, role-based needs, but also individual preferences that vary user to user. You want to implement SOPs while also driving adoption and It's difficult to strike that balance.
With Visibility, years of industry expertise and best practices are accompanied by numerous features to allow individual personalization empowering your users at a micro-level.
Tiles: Your Personalized Home Screen
Think of Home Portal Tiles as your ERP dashboard, but on your terms. With Visibility ERP, you can craft a custom "launchpad” to start your day. Add, remove, or rearrange, rename, and color-code your tiles to display modules and features that are most important to you—whether it’s MRP, Parts Lists, Invoices, etc.
Layouts: Optimize Your Interface
Visibility ERP allows you to adjust your layouts. You can tailor the way information is presented by Stretching or Shrinking Table Views throughout the system. Adjust the size of tables to see more data at once or less data at once. Whether you are using a small handheld tablet, or an extra-large mounted monitor - choose your display to aesthetically suit the device size.
Hide or Display Fields: Keep It Relevant
Every user has different needs when it comes to data. With Visibility ERP, you can hide or display fields to ensure you’re only seeing the information you need. Whether you're managing Part parameters, units of measure, preferred suppliers, etc. this feature lets you declutter your workspace and focus on the metrics that matter most. This feature is ideal for those who need to work with large datasets but don’t want unnecessary information to slow them down.
My Filters: Save Time with Frequently Used Filters
Filters are a powerful tool within any ERP system, but Visibility ERP takes it a step further with the ability to save your frequently used filters. Whether it’s filtering sales orders by customer, buy parts by supplier, or work orders by date range, you can save your preferred filters for quick access the next time you log in.
Conclusion
These are just a few of the many ways you can personalize your experience at the individual user level with Visibility ERP. This is all doable without compromising the main goal: driving efficiency at the grander company level. With continuous updates and an ever-evolving platform, you can rest assured that your ERP system will grow and adapt alongside your business, while keeping your users satisfied.
