Infor M3 StreamServe: Moving To The Go Forward Solution

Picture of Diana Marinescu

Diana Marinescu

Marketing Strategist
Find out how Doppio can help your business leverage Infor M3 IDM Output Management in order to effectively scale your business.

Automation is crucial in modern business—especially when it comes to effective document management—a vital aspect of day-to-day operations that remains ignored by many companies. Quite often, enterprises miss out on the benefits of a system like Infor Document Management (IDM) because they are too attached to non-integrated legacy solutions like Infor M3 Streamserve.
Outdated document management solutions limit your productivity, reporting accuracy, and ultimately, your performance. If you find yourself in this situation, you need to upgrade to a reliable document management system. The problem is that many companies don’t know where to start.
Doppio has found a tried and tested solution for enterprises: Infor M3 IDM for Output Management. Our team is equipped with the knowledge and expertise to help you smoothly transition from StreamServe to this new system.
Read on as we discuss why you should change your document management system, how to know when it’s the right time, and how Doppio has the solution and support you need to improve your business operations.

Why Infor Is Moving Away From StreamServe 

For many years, StreamServe has been the dominant document management solution across several industries. However, it’s an outdated solution that poses ongoing integration challenges to teams across the Infor M3 solution. Over time, the functionality of this legacy system may well be downsized even further. 
As a result, Infor is parting ways with Streamserve and replacing it with Infor Document Management (IDM). This solution will offer Infor M3 users a more efficient, productive solution for output management that is fit for the digital age. 
IDM complements the Infor Cloudsuite product bundle, which facilitates a better-connected tech stack. Rather than having multiple disparate tools, you can use seamless integrations to enjoy improved automation and better workflows. This approach also eliminates the need to have multiple accounts for every individual user. With everything housed in your Infor M3 system, you can consolidate your users and application management in one central location.

Does Your Company Need to Migrate to IDM?

Migrating your document management from a proven system like StreamServe can feel overwhelming. Even if StreamServe has some inefficiencies, moving is not without its challenges. You must prepare for issues like:

  • Migration planning
  • Migration costs, including new template modifications
  • Document back-ups
  • Workflow interruption
  • Training staff on the new system

Sooner or later, you’ll need to make the right decision for your enterprise. So, here are foolproof signs indicating it’s time to make the switch.

StreamServe no longer meets your business needs

As your business grows, your document management system must scale with your evolving needs. If StreamServe can’t fulfill complex functions or perform efficiently on everyday use case tasks, it’s a clear sign that you need to upgrade your system. 

You are moving to the cloud

In Infor Cloudsuite, StreamServe is replaced by Infor Document Management’s output management feature. If you move from StreamServe to the Exstream Engine, you can use your existing templates, but you will no longer be able to create fresh Pageout templates from scratch. Hence, as you approach a multi-tenant migration, it is a compelling event to explore the out of the box templates Infor offers and what modifications may be needed. 

Expensive document management 

Users who bought StreamServe’s perpetual license before OpenText acquired the platform must pay steep charges to upgrade to Exstream. If the cost of this legacy document management system is too much to handle, then it’s probably time for a change. Output management is included as part of Infor OS bundle. 

Why Migrating to IDM Makes Sense

You can skip the compounding cost of expensive StreamServe upgrades by using Infor document management, which we believe is the best replacement for StreamServe and Exstream Engine. Let’s take a closer look at this innovative solution.

What is Infor M3 IDM Output Management?

IDM Output Management is an enterprise document generation application deployed and integrated within the Infor Operating Service portal. It’s one of the many applications within the Infor M3 Suite.
This output management solution utilizes the user interface of Infor Ming.le™—the team collaboration portal from Infor. You can use IDM for output management to set up a robust cross-application doc generation, which leads to improved operational efficiency and seamless information sharing across functions and applications. 
In a Nintex study of over 1,000 participants, 33% said their main struggle with document management is document versioning. In other words, about one-third of your employees may have issues accessing and working with the latest version of your organization’s documents. The same study also revealed that 49% of respondents struggle to find documents. 
With IDM for output management, your company can regain that productivity loss. This intuitive, organized system makes it easy for users to find the documents they‘re looking for and always ensure they are working on the most current, relevant version of any document.

How Doppio Can Help You Move To IDM

With Streamserve on the way out and IDM for output management looking like the obvious solution, there’s just one obvious question for enterprises:
How can you make this move without breaking your business?
Thankfully, this switch doesn’t have to be a headache. Our team of Infor M3 consultants has the experience and expertise to guide your business through this digital transformation. We act as an extension of your team, providing the support and services you need to deploy Infor M3 IDM Output Management without negatively impacting your current business operations.
Here’s how we do it:

Migration implementation and support

Doppio provides expert help to enterprise teams in migrating to IDM and implementing the new processes. In addition, depending on the specific needs of your organization, Doppio can help you modify your output templates for a range of common use cases, such as:

  • Change data elements
  • Change distribution cadences
  • Set up documents per division


Doppio also offers training on IDM, helping your team become competent with crucial tasks that they’ll need regularly. For example, we can show you how to modify output templates or how to find generated documents in your system quickly.

Contextual configuration

We also help you with configuration so that users can get access to automatically generated documents in context to relevant screens in your enterprise resource planning (ERP) system. When you use IDM, you can add documents to relevant applications using the in-context app.

Ongoing support services

A big fear that deters many companies from taking this step is that they’re afraid they’ll be stuck in a nightmare situation if the new system crashes or falls apart. Rest assured, we won’t leave you alone in this transition. After we configure the IDM output management solution for your business, our team remains at your service to provide support whenever you need it.
If for any reason, you must keep using StreamServe, Doppio is also available to provide managed services and support. 

Wrap Up: Get in Touch to Make the Move

Enterprises rely on fast, efficient operations and updates. Therefore, getting the relevant document to the right person or application at any moment is vital for the operational efficiency of your business. 
As support ends for Streamserve, Infor users have a new solution. Infor M3 IDM Output Management gives you better visibility into your business operations and processes. 
We know migrating your document management system can seem daunting. That being said, you can rely on Doppio’s support and expertise to make a successful switch to a flexible, scalable, and secure document management solution that increases productivity and supports better business decisions.

Get in touch with Doppio Group by filling out the contact form to discuss upgrading your document management, and let us help you transition smoothly to a better system.

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