About ROI's Insights Blog

ROI’s Insights Blog is intended for IT and Operational Leaders within our client organizations across the country. Each article is written with this audience in mind, to shed light on process and technology topics related to ERP (Finance, Supply Management, HCM, and IT) and HIS Clinical & Revenue Cycle areas. Each entry will be categorized by function and technical area, to aid in search and navigation.

The authors of this content include ROI’s experienced Workstream Leaders & Consultants who possess 10+ years of functional and technical expertise. Each post contains a brief profile summary of the writer for future reference. Thank you for your interest in this blog! https://roihs.com

Recent Articles

Benefits Part Two: The Winds of Plan Changes Are Blowing

Feb 16, 2021 8:02:00 AM / by Shawn Klein - Principal Consultant posted in ERP, Infor


As mentioned in Benefits Part One: Eligibility Made Easy, well-crafted benefit groups lay the foundation for success in maintaining your organization’s benefit plans week after week. Even if they aren’t perfect yet, that’s okay - understanding how benefit groups control application functionality is a battle you will appreciate later. Fortunately, once groups are defined, they don’t need to be modified continuously, or at least, you shouldn’t be taking unlimited rides on the “custom group carousel.” The day-in-day-out, in-the-weeds processing is performed with four jobs located in the CloudSuite HCM navigation menu under Benefits -> Maintenance -> Processes:

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Benefits Part One: Eligibility Made Easy

Feb 2, 2021 7:48:00 AM / by Shawn Klein - Principal Consultant posted in ERP, Infor


Benefits – love or hate them, they are one of the primary compensation components for why employees join an organization. Let’s face it, in today’s marketplace, benefits are expensive for employees to purchase and time-consuming for benefit teams to maintain. Having all the cogs of the benefits team well-oiled and churning efficiently shouldn’t just be a wish: it is a must!

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Accessing Data in the Cloud

Jan 12, 2021 7:00:00 AM / by Michael Robinette posted in ERP, Infor


The New Year is a great time to explore new ideas. And what better way than to think about how to use technology differently. With today’s technology where everything is “in the cloud,” you no longer have your database onsite.

So how do you access the data?

Are there restrictions on how to get the data?

Is my data held hostage?

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Key Strategies: When and How to Modify Your System

Jan 30, 2020 4:00:00 PM / by Patrick Clancy, PHR - Principal HCM Consultant posted in Human Capital Management, ERP



Modifications, customizations, and configurations can make a great ERP system even better by aligning technology with optimal business processes. There are many reasons to configure systems, such as adding user fields to existing forms or placing constraints on fields to support accurate data entry. Before decisions are made to configure your ERP technology, consider three important questions:

  1. How does your system handle configurations?
  2. Are other options available to meet user requirements?
  3. Are these options making it too difficult to apply patches and updates in the system?
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New Solution for JIT Ordering within Infor Lawson

Jan 7, 2020 9:00:00 AM / by Jeff Lee - Senior Technical Consultant posted in ERP, EDI, Supply Management



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Spotlight: Kyle Hodges

Apr 9, 2019 12:27:49 PM / by Shelli-Ann Jackson, MS, RN, PMP posted in Human Capital Management, Project Management, ERP, Finance, Infor


Spotlight: Kyle Hodges

Kyle is a project manager and HR leader, who has led implementations in complex healthcare systems that transitioned many antiquated paper-based activities to enhance electronic processes leveraging Infor applications. 

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