The New Year is a great opportunity for businesses to review subscriptions and renewals with an eye toward reducing spend. It is one of the few predictable moments when leadership teams pause and ask where their tech stack can be simplified without losing capability.
For Infor CloudSuite customers, one of the easiest places to find immediate savings is in document management.
Many organizations still rely on long-standing third-party products to generate checks, invoices, purchase orders, supplier documents, and other outbound correspondence.
The reality is that CloudSuite already includes a fully capable document generation platform, Infor Document Management (IDM), at no additional cost. For organizations paying extra for a separate tool, this is often low hanging fruit.
Many Organizations Pay Twice Without Realizing It
It’s true that third-party applications offer familiarity, but that comfort comes with ongoing subscription fees, implementation costs, template development charges, and maintenance cycles that require extensive support.
Whereas CloudSuite customers already have IDM included in their ERP subscription. That means two systems are doing the work of one.
By shifting document creation into your core ERP process, you can remove:
- Separate licensing and support agreements
- Development fees every time a template needs updating
- Vendor-created bottlenecks when timelines slip or resources are unavailable
Plus, cutting out an external document management process gives organizations more control, reduces dependence on external vendors, and centralizes work inside the system their employees already use every day.
Moreover, centralizing documents within your ERP reduces risk. That’s because everything created in IDM is stored in IDM. Checks, invoices, vendor agreements, and other documents all live in one place, governed by the ERP’s existing security, approval, and retention controls.
The only challenge with this kind of change is how to get started with the transition, but with the right support up front, your teams can become entirely self-sufficient in no time.
IDM Has Matured & Is Easier to Use Than Ever
If you’re still not convinced, it’s worth calling out that IDM has evolved significantly in recent years. Template creation is more accessible, the design interface is easier to navigate, and the system now supports a wide range of document types. Infor is listening to its customers and delivering on new document type requests.
Even teams who looked at IDM years ago will find a very different experience today. IDM now supports templates, including but not limited to:
- Checks and Remittances
- AR/Billing Invoices
- Purchase Orders
- Contract Agreements
- Supplier Documents
- Project Invoicing
- 1099 Forms
- 1095-Cs
- W2’s
- Payroll Checks (on the Infor roadmap for April 2026)
The check template functionality, originally introduced several years ago, is a notable example. Early iterations were powerful but underused.
Today, teams can build production-quality check templates starting from a simple Word-like canvas, giving organizations far more control and eliminating long development cycles.
Implementation Is Much Faster Than Third-Party Vendors
With regard to transitioning from a separate application to IDM, one of the biggest differences between the two tools is the speed of implementation.
For example, a recent customer using a third-party application was told it would take close to three months before seeing a testable version of a new check template. And several weeks would be spent simply setting up a test environment before any configuration began.
In IDM, the same work could be completed in about a week. Because everything happens natively within CloudSuite, using tools consultants already work with daily, organizations eliminate vendor delays, handoffs, and long queues.
For teams managing fiscal deadlines or upcoming contract renewals, this time savings can make all the difference.
CloudSuite Gains What Lawson Never Had
IDM’s document creation features are exclusive to CloudSuite. They are not available in Lawson, which means on-premise teams must rely on third-party tools to meet basic document demands. CloudSuite customers, on the other hand, receive IDM enhancements as part of their ongoing subscription.
For Lawson organizations evaluating a move to CloudSuite in the light of the approaching 2030 end-of-life support, IDM is one more tangible benefit that offsets the cost and effort of migration.
The Right Time to Simplify
When budgets reset and subscription renewals surface, leadership teams have a great opportunity to review which tools justify their cost. Document management is one of the easiest areas to evaluate because the alternative is already part of the ERP.
If your organization currently pays for a third-party to produce checks, invoices, or other common documents, this is a great time to reconsider that approach. IDM is more capable, faster to implement, and already included in your CloudSuite investment. And you can get started as soon as right now.
Get Started with Infor Document Management
RPI Consultants has helped CloudSuite customers replace third-party document solutions with IDM across industries and use cases. That includes rebuilding check templates, redesigning invoice layouts, consolidating supplier documents, and aligning document workflows with core financial and procurement processes.
Because our consultants work in CloudSuite every day, we understand where IDM fits, how to configure it efficiently, and how to avoid common pitfalls that slow teams down.
More importantly, we help organizations evaluate whether IDM is the right move at all, and what level of change makes sense based on timelines, internal resources, and upcoming software renewals.
If your organization is paying for a separate tool for document management, now is the right time to reevaluate. RPI can help you assess your current setup, estimate potential savings, and map a clear transition path if IDM is the better long-term option.
To see what Infor Document Management could look like in your CloudSuite environment, contact us below.
Infor Document Management FAQ
1. What types of documents can Infor IDM generate inside CloudSuite?
IDM supports a wide range of documents, including checks, invoices, purchase orders, contract agreements, supplier documents, project invoices, and even 1099 reporting. Nearly all routine outbound documents can be built directly in the ERP.
2. How long does it take to implement IDM templates compared to third party tools?
Most IDM templates can be built and tested within about a week. Third party vendors often require several weeks just to set up a testing environment, and full delivery can take months.
3. Do we need a developer or custom coding to maintain IDM templates?
No. IDM templates are built directly inside CloudSuite using a familiar Word-like design experience. Organizations can update templates themselves without relying on external developers or paying separate maintenance fees.
4. Can IDM actually replace long standing tools like MHC?
Yes. Many CloudSuite customers have already transitioned off MHC and similar products. IDM now provides the functionality, flexibility, and reliability required to produce production quality checks and financial documents.
5. Is IDM available in Lawson on-premise environments?
No. IDM’s document creation and management features are exclusive to CloudSuite. Organizations still on Lawson must use external solutions, which is one reason many are targeting cloud migration.
