Going Paperless with Purpose: Highlights from the smrtr Umbrella Customer Conference 2026

April 2026 | smrtr Solutions

The energy at this year’s Umbrella Customer Conference was palpable. Customers, partners, and the smrtr team gathered to celebrate real results, share hard-won lessons, and look ahead at what’s next for document management and AP automation inside Syspro. Here are the highlights — and a few things that stuck with us long after the event wrapped.


One Platform. Four Powerful Solutions.

For those newer to the smrtr ecosystem, the conference was a great reminder of how much ground our platform covers. Built specifically for Syspro users, smrtr Solutions addresses four core business challenges that ERP data alone can’t fully solve:

  • Document Management — Capture, distribute, store, share, and retrieve documents with full workflow automation, electronic stapling, and flexible deployment (cloud or on-premise).
  • AP Automation — Streamline accounts payable with 2/3-way matching, multi-company and multi-currency support, and intelligent rules and data translation.
  • Supplier Onboarding & Compliance — Systematically onboard suppliers, track documentation requirements across suppliers, facilities, product items, and transactions, and maintain FDA compliance with confidence.
  • ePOD & Mobile Forms — Eliminate paper at the point of delivery with electronic proof of delivery, intelligent forms, automated notifications, and texting app integration.

“We built smrtr to fill the gaps that ERP systems leave behind — the paper, the manual steps, the lost visibility. When you eliminate those gaps, you get the full power of Syspro.” — Scott Sanders, Strategic Solutions & Partner Manager


The Syspro Advantage: Deep, Native Integration

One theme that kept surfacing throughout the day was the power of smrtr’s native integration with Syspro — and specifically, the use of Syspro Hyperlinks via DDX (Document Distribution and Exchange). Rather than forcing users to jump between systems, smrtr surfaces documents and data directly inside the Syspro interface, where decisions actually get made.

Customers shared how this integration has changed day-to-day workflows for their teams — fewer clicks, less time hunting for attachments, and a much cleaner audit trail.

“The Syspro hyperlinks piece is a game-changer for our team. Everything we need is right there inside the ERP. We’re not toggling between five different systems anymore.” — Conference Attendee


Supplier Compliance: More Than Just Onboarding

The supplier compliance session drew a lot of attention — and for good reason. Systematically managing supplier documentation requirements is one of those unsexy-but-critical business problems that, when left to spreadsheets and email, quietly creates real regulatory and operational risk.

smrtr’s Supplier Onboarding & Compliance module handles everything from initial supplier setup to ongoing documentation tracking across suppliers, facilities, product items, and individual transactions. For customers in regulated industries, the built-in FDA compliance tracking was a standout feature.

“We didn’t realize how exposed we were until we started mapping out what documentation we were actually collecting from suppliers — and what we weren’t. smrtr helped us get that under control fast.” — Conference Attendee


The Paperless ERP Vision

Perhaps the most resonant framing of the day came from the closing session: Paperless ERP — the idea that eliminating paper isn’t just about going green or cutting costs. It’s about giving your ERP (and your team) full visibility and efficiency.

When documents live in email inboxes, filing cabinets, or shared drives outside the system, Syspro is working with incomplete information. smrtr closes that loop by capturing everything — invoices, delivery confirmations, compliance documents, forms — and connecting it back to the ERP where it belongs.

“Paperless ERP is really about leverage. You’ve invested in Syspro. Paper is what’s standing between you and getting the most out of that investment.” — Stephanie Gentz, Director of Marketing and Project Management

paperless erp with smrtr workstreams
paperless erp with smrtr workstreams

What Makes smrtr Different

We closed the conference with a simple but important recap of what the smrtr team stands for:

  • Syspro Integrated. — Built for Syspro, not bolted on.
  • Solutions Clients Love. — Designed around real workflows, not theoretical ones.
  • One Team. — You work with the people who built it.
  • Customer-Driven. — Your feedback shapes the roadmap.

That last point matters more than it might sound. Several features highlighted at this year’s conference came directly from customer requests submitted in previous years. The roadmap isn’t built in a vacuum — it’s built in partnership.


Stay Connected

Ready to explore what smrtr can do for your Syspro environment? Reach out to our team:

smrtr Solutions provides Document Management, AP Automation, Supplier Compliance, and ePOD solutions purpose-built for Syspro. Learn more at smrtrsolutions.com.


Tags :

Accounts Payable,ap automation,Automation,Compliance,Digital Transformation,DMS,document management,Integration,paperless office,partners,smrtr,syspro,umbrella

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