Managing a warehouse isn’t easy. From slow order processing to manual errors and inefficiencies, these common issues can hold everything back, creating bottlenecks and frustrating staff and customers. A smooth-running warehouse is essential for manufacturers dealing with high demand and tight deadlines.

Epicor warehouse software, built on the Epicor Kinetic Design System, speeds up warehouse operations and increases accuracy and automation. Its user-friendly interface makes it easy for teams to adopt and integrate into their workflows. The solution offers real-time tracking, advanced scanning, and optimized delivery routes—all from a mobile device.

Today, we’re diving into how Epicor Wireless Warehouse transforms warehousing and distribution efficiency. You’ll learn how it addresses the biggest challenges in warehouse management, helping you streamline operations, reduce errors, and keep up with market demands. Whether managing high volumes or custom orders, Epicor Wireless Warehouse offers the tools to keep your warehouse running at peak performance.

The Growing Need for Warehouse Optimization in Manufacturing

Today’s manufacturing world is changing fast, with more pressure than ever to deliver quickly, efficiently, and accurately. The rise of e-commerce has raised the bar on customer expectations for speedy, precise shipping, while global supply chain disruptions mean manufacturers need to adapt quickly. Customers now expect real-time updates and fast turnarounds, which stresses traditional, manually managed warehouses significantly.

Optimizing your warehouse is a must to keep up. A streamlined, tech-driven warehouse helps orders move smoothly through the pipeline with fewer touchpoints, reducing delays and mistakes. This efficiency lowers costs and boosts customer satisfaction as businesses can fulfill orders accurately and on time.

Epicor Wireless Warehouse, a comprehensive warehouse management solution for manufacturers, addresses these demands by streamlining workflows, reducing errors, and speeding up order processing. By automating data entry, providing real-time tracking, and reducing manual errors, this tech-driven system enables manufacturers to meet today’s market demands. With the right tools, you can turn your warehouse from a bottleneck into a major advantage, improving your workflow and customer experience.

Overview of Epicor Wireless Warehouse

Epicor Wireless Warehouse is a next-gen mobile warehouse app for manufacturing designed to transform warehouse management. Fully integrated with Epicor ERP and available on Android, it brings advanced functionality to your fingertips, giving warehouse staff the tools they need to work faster and more accurately. Built on Epicor’s Kinetic Design System, the app is powerful and easy to use, making it a practical choice for busy warehouses.

The app offers standout features that streamline tasks across the warehouse floor. Real-time data and tracking keep inventory information current, so employees always have up-to-date details at their disposal. A user-friendly interface means it’s simple for teams to adopt and use immediately, reducing the need for extensive training.

With advanced scan functionality, Epicor Wireless Warehouse enables fast, accurate scanning that helps reduce errors and speed up processes. Material queue management lets users easily sort, filter, and assign tasks, ensuring efficient movement of goods. For businesses handling deliveries, the app’s route optimization feature uses Google Maps for efficient route planning. In contrast, paperless proof of delivery offers digital signatures and photo capture options to keep records clean and organized.

Key Features and Benefits

Epicor Wireless Warehouse offers a range of features designed to optimize warehouse operations and improve efficiency across the board. Here’s a closer look at some of its standout capabilities:

Advanced Scanning Capabilities

  • What It Does: The app enables fast, accurate barcode scanning and can automatically trigger workflows based on scans.
  • Benefit: This reduces the time spent on individual transactions and minimizes errors, confirming that data is entered correctly without manual input.

Material Queue Management

  • What It Does: The material queue management tool allows users to efficiently manage tasks and keep items organized by sorting, filtering, and assigning functions.
  • Benefit: Warehouse staff can quickly locate, pick, and transfer items, enhancing task efficiency and keeping the flow of goods moving smoothly.

Route Optimization and Delivery Management

  • What It Does: The app integrates with Google Maps to provide optimized delivery routes. It also offers paperless proof of delivery through digital signatures and photo capture options.
  • Benefit: This streamlines delivery logistics, ensuring orders reach customers on time and with accurate, accessible delivery records.

Flexible Configuration Options

  • What It Does: Epicor Wireless Warehouse offers customizable configurations, allowing manufacturers to enforce part scans, set default quantities, and automate task flows according to specific needs.
  • Benefit: This flexibility allows manufacturers to tailor the app to their unique workflows. It maximizes productivity and guarantees the system adapts to the operation’s demands. These features combine to create a powerful tool that supports faster, more accurate warehouse operations. They keep teams efficient and reduce errors across the supply chain.

In short, Epicor Wireless Warehouse combines powerful functionality with intuitive design to improve accuracy and efficiency in every part of your warehouse operation.

How Epicor Wireless Warehouse Can Impact Your Bottom Line

Epicor Wireless Warehouse doesn’t just improve daily operations—it also drives real financial impact for manufacturers. Here’s how it can boost your bottom line:

  • Efficiency Gains: By reducing manual tasks and automating workflows, Epicor Wireless Warehouse frees up valuable time for your team, enabling them to complete more work with fewer resources. This efficiency leads to significant cost savings as processes speed up and the need for labor-intensive tasks diminishes.
  • Increased Accuracy: Features like validation scans and real-time data updates help ensure that inventory records are always accurate. With fewer errors, your team can avoid costly mistakes that result in wasted resources, incorrect shipments, or returns. Improved accuracy ultimately saves time and reduces expenses tied to error correction.
  • Enhanced Customer Satisfaction: Faster, error-free fulfillment translates directly to happier customers. Customers are more likely to return When they receive their orders on time and as expected. This consistency builds trust and encourages repeat business, strengthening long-term customer relationships.
  • Scalability for Growth: Epicor Wireless Warehouse scales with you as your business grows. It’s designed to adapt to increasing volumes, making it a future-ready solution that can handle rising demand and greater complexity. This scalability ensures that your warehouse remains efficient and cost-effective, no matter how large your operation becomes.

These benefits make Epicor Wireless Warehouse an intelligent investment, helping manufacturers save money, improve accuracy, and build a solid foundation for future growth.

Why Epicor Wireless Warehouse Is Ideal for Manufacturers in Discrete and Made-to-Order Markets

Epicor Wireless Warehouse is well-suited for manufacturers working in discrete and made-to-order markets, where production often involves complex, high-variety orders. Industries like industrial machinery, fabricated metals, and high-tech manufacturing demand flexibility and precision in every process step, as products are often customized to exact specifications. Epicor Wireless Warehouse meets these needs head-on, providing tools that streamline workflows, improve accuracy, and enhance the overall efficiency of operations that handle varied, custom orders.

In industries where each order can look very different from the last, having a system that supports diverse workflows is crucial. Epicor Wireless Warehouse offers advanced scanning and real-time data tracking, ensuring that every part or component is accounted for accurately throughout production. This is essential for manufacturers in high-mix, low-volume sectors, where a single miscount or misplaced item can lead to costly delays or rework. With Epicor, operators can scan and validate parts instantly, minimizing the risk of mistakes and maintaining a smooth flow of materials, even in complex, multi-stage production environments.

Epicor Wireless Warehouse optimizes material queue management and task assignments in a made-to-order setting. For example, workers can use the app to locate specific parts quickly in a facility producing custom machinery, assign tasks to the right team members, and track items through each production stage. It guarantees that every order moves seamlessly through the warehouse. In addition, features like route optimization help manufacturers who offer direct delivery by ensuring that custom-built products arrive on time with paperless proof of delivery options that keep customer records organized.

Epicor Wireless Warehouse provides the precision, flexibility, and automation needed to easily handle complex workflows for companies in discrete and made-to-order markets. This technology supports efficient operations and helps manufacturers maintain high quality and on-time delivery standards, which are critical in high-stakes, custom production sectors.

Getting Started with Epicor Wireless Warehouse

Getting started with Epicor Wireless Warehouse is simple, allowing you to experience the full potential of streamlined warehouse operations firsthand. An on-demand demo provides a firsthand look at its powerful features and user-friendly interface for those curious about how this solution can transform their warehouse. The demo offers a valuable glimpse into the speed, accuracy, and automation that Epicor Wireless Warehouse brings to daily operations.

Optimize warehouse operations with Epicor. It seamlessly integrates with existing Epicor ERP systems, making setup quick and straightforward. With a user-friendly design built on the Epicor Kinetic Design System, the application is easy for teams to adopt, reducing the time needed for training. Epicor offers extensive resources to support this process, including training modules and customization options to ensure the system fits your specific needs.

Ready to see how Epicor Wireless Warehouse can transform your operations? Contact us today at Encompass Solutions to schedule a demo or speak with our experts to learn more. Access the fact sheet to explore how Epicor Wireless Warehouse can elevate your warehouse efficiency and provide a scalable solution that grows with your business.


The nature of manufacturing industries requires one to get the best out of the Enterprise Resource Planning (ERP) system to compete effectively. Consequently, ERP optimization can be the key addition to successful business growth or just the way for industries operating in the sphere of discrete and made-to-order production to exist. By leveraging an optimized ERP system, businesses can streamline their operations, enhance efficiency, and stay ahead of the competition. This article is designed to reach leaders of manufacturing businesses who want to take their business to the next level. It will explain why they should embark on conducting a Business Process System Review, or BPSR, on their Epicor ERP system. Understanding the value and process of a BPSR can be the game-changer your business needs.

UNDERSTANDING THE EPICOR BUSINESS PROCESS SYSTEM REVIEW

What is the Epicor Business Process System Review or the BPSR? The Business Process System Review (BPSR) involves an evaluation process that will examine and critically analyze Epicor ERP as an IT/IS solution for your business. Its purpose is to evaluate the effectiveness of the developed system in conforming to the business processes and strategies set. When the implementation of the ERP system is linked well with business processes, both the employees’ efficiency and the smooth production flow are enhanced.

KEY COMPONENTS OF A BUSINESS PROCESS SYSTEM REVIEW 

System Usage Analysis

To begin with, the BPSR involves evaluating the current system usage. This step is crucial to understanding what is being done with the system currently. Next, it identifies underutilized features, pinpointing specific elements that are not being exploited to their fullest potential. This analysis helps in unlocking the full capabilities of your Epicor ERP system.

Business Process Evaluation

Assessing alignment with the ERP system is the next key component. All business processes need to be aligned to the ERP system to ensure maximum efficiency. Additionally, it involves identifying inefficiencies and redundancies, focusing on non-value-added activities that should be eradicated. Automating non-value-added transactions simplifies work through technology, reducing unnecessary manual work.

System Configuration and Customization

The review also includes looking at the existing setup and possibilities for changes in system configurations and customizations. It determines the necessity and best practices of customizations, ensuring that only beneficial modifications are made and that guidelines are adhered to.

User Training and Adoption

Finally, the BPSR assesses user proficiency to determine the level of comprehension and application of the system among users. Identifying training needs is essential to ensure that parts of the application requiring more training are addressed, enhancing user efficiency and overall system usage.

BENEFITS OF CONDUCTING A BPSR

Conducting a BPSR offers numerous benefits:

  • Enhanced Efficiency: A BPSR assists in the reduction of operational waste by identifying wasteful processes.
  • Improved Data Quality: It promotes precise and credible data, vital in making viable business decisions.
  • Better System Utilization: Optimizing your Epicor ERP system ensures you are getting the most out of it and achieving your intended goals.
  • Increased User Adoption: Training specific areas improves overall system usage by enhancing user skills and satisfaction, leading to higher usage rates.
  • Scalability: Ensures that your ERP system is ready for future business expansion in the best way possible.

HOW TO GET STARTED WITH A BPSR

To get started with a BPSR:

  1. Contact a Certified Consultant: Engage with an authorized consultant to initiate the process.
  2. Initial Consultation and Planning: Share your needs and coordinate the BPSR plan.
  3. Conducting the BPSR: Follow the laid down plan to execute the review.
  4. Reviewing Findings and Developing an Action Plan: Conclude the research findings and devise a strategic action plan to address identified issues.

To optimize your Epicor ERP software implementation process, you need a BPSR. It helps ensure that the chosen system meets your business and organizational practices, improving your business’s efficiency and preparing it for future growth. To start optimizing your company, visit Encompass Solutions or check out the detailed guide on Epicor Business Process System Review. Contact Us today to begin improving your business.


Made-to-order and engineered-to-order manufacturers have an important role in the global supply chain, providing products that suit the exact needs of their customers and making way for customization and variety. However, without a clear financial plan to guide the decisions made by the company, there are several risks, including falling out of regulatory compliance or having inefficiencies and outdated processes that get in the way of profits. Encompass Solutions has been providing solutions for manufacturing businesses for nearly a quarter of a century, and those solutions start with a Financial Health Check.

The Challenges of Made-to-Order and Engineered-to-Order Manufacturing

There are several challenges faced by the made-to-order and engineered-to-order manufacturing industries that can have deep impacts on a company’s bottom line, such as:

  • Inefficiencies and outdated processes
  • Adding new service lines or expanding product offerings
  • Complying with new regulatory requirements
  • Adjusting business strategies and addressing emerging priorities

While modern manufacturers rely on their enterprise resource planning (ERP) systems to manage their finances as well as their supply chain, human resources, projects, and customer relationships, ERP systems aren’t taking a deep-dive look into the company’s processes and making recommendations. These systems aren’t always giving manufacturing business leaders the information they need to understand whether it is a good time to add a new service line or whether they should focus on different priorities. 

The Importance of a Financial Health Check

There are many key indicators that a manufacturer’s ERP system is working successfully, such as revenue, profitability, customer retention, and more. However, it isn’t always easy to understand which metrics to look at when making major decisions about growing the company or how to change processes to comply with new regulations. A Financial Health Check is crucial for manufacturers as it provides actionable recommendations based on a comprehensive look at all parts of the company’s finances. The Financial Health Check can also help companies manage their risks and develop contingencies to mitigate problems that may occur in the future.

What to Expect During a Financial Health Check

Through Encompass Solutions’ financial health check process, manufacturers can expect a thorough review of their financial configurations and processes, with a special focus on their primary concerns for the business. For example, if your main reason for wanting the check is to determine whether the company is financially prepared to expand its services, that’s what our main focus will be, as well. Keeping your priorities in mind, we will carefully and completely review your financial data to provide strategies for improvement and performance optimization. We will evaluate your ERP system to ensure that it is as scaleable and optimized as it needs to be and provide recommendations on increasing efficiency through system integration. You will be provided with this detailed analysis of our findings and we will personally provide our recommendations to you, ensuring that the questions you have about the analysis are answered thoroughly.

Key Components of the Financial Health Check

The key components of a Financial Health Check from Encompass Solutions are:

  • A thorough analysis of existing financial processes and systems
  • Delivery of findings and actionable recommendations
  • Facilitation of a meeting to review the recommendations made
  • Creation of an implementation plan

With actionable recommendations and a plan for implementing them in hand, manufacturing leaders can improve the financial health of the business and make decisions that are grounded in data.

How to Get Started with Encompass Solutions’ Financial Health Check

Do you feel like outdated processes are weighing down your company’s finances? Are you unsure about whether your financial team and technologies are providing the in-depth information that is needed to guide expansions, changing priorities, or strategies? A Financial Health Check from Encompass Solutions can answer the questions you have about your ERP help you plan for sustained financial health and support business growth. Taking the first steps toward optimized financial processes is easy — simply fill out our online contact form.


Artificial intelligence (AI) is a broad term attached to various Enterprise Resource Planning (ERP) services for manufacturing automation. These AI-powered ERP solutions aim to enhance efficiency, streamline processes, and provide valuable insights for manufacturing operations. By leveraging machine learning algorithms and predictive analytics, AI-enhanced ERP systems can anticipate potential issues, optimize resource allocation, and automate routine tasks. Integrating AI in ERP technology empowers manufacturers to make data-driven decisions faster, adapt to market changes more effectively, and maintain a competitive edge in an increasingly digital industry landscape.  Having introduced AI’s role in manufacturing automation, let’s delve deeper into its integration with ERP systems such as Epicor Kinetic. 

AI in ERP

AI is a predictive computer model that enables programs to contextualize questions or tasks and generate responses based on trained data. Enterprise Resource Planning (ERP) systems, such as Epicor Kinetic, provide customizable, robust software solutions to track information for manufacturing services, financial systems, and efficiency studies. When integrated with ERP systems, AI broadens the scope, improves accuracy, and enhances the efficiency of individual tools offered.  

This connection between AI and ERP creates a powerful platform for businesses to optimize their operations and make data-driven decisions in real-time. This connection of technologies allows companies to automate complex processes, forecast trends more accurately, and adapt swiftly to changing market conditions, giving them a significant competitive advantage.  

How AI is used in Manufacturing

AI is utilized in various tools that automate manufacturing and enhance data accuracy. It sorts through numerous suppliers using specific parameters to find optimal matches and initiate orders. AI analyzes historical data on submitted orders and inventory requirements to provide predictive insights for company preparedness. Additionally, it improves data collection quality for studying production efficiency and status.   

These AI-driven capabilities enable manufacturers to make more informed decisions, optimize their supply chains, and respond swiftly to market changes. Furthermore, AI integration in manufacturing processes can lead to significant cost reductions and improved product quality by identifying inefficiencies and predicting maintenance needs before equipment failures occur.  

Common Myths Surrounding AI

While AI is developing rapidly and powerfully, its output types and scope remain limited. Accurate, targeted AI models require abundant clean, high-quality data. Many companies overestimate their data resources, lacking the volume or quality needed for effective model training. Contrary to common belief, AI doesn’t create information or expand its understanding independently. It requires extensive data because it predicts actions solely based on its accessible information history. Consequently, the more quality data fed to the model, the more accurately it can predict optimal responses.   

Lastly, due to AI’s novelty, businesses seeking customized solutions face a scarcity of quality information and expert assistance. This challenge underscores the importance of partnering with experienced AI consultants who can guide companies through the complexities of data preparation, model selection, and implementation to maximize the benefits of AI integration.  

How AI Can Automate Your Business

Although there are many conflicts and misunderstandings surrounding AI, when used correctly, the added functionality of a trained model is compelling at bringing automation to your business. Products like Epicor Grow and Prism provide models that can interact with suppliers, offer predictive analysis for inventory and production, and provide insights into potential efficiency improvements. Sorting through the vast array of different products, performing a study to determine what needs to be implemented, and executing the physical implementation steps can be a complex undertaking for a busy company.   

As an Epicor premier partner in this field, Encompass Solutions can provide the expertise needed for Automation Audits to understand better your specific needs, as well as continued support through the implementation process to ensure long-term adoption is successful.

How Encompass Solutions Can Be a Part of Your Journey

Encompass Solutions understands how manufacturing automation provides companies with the know-how and services to implement ever-evolving AI tools that enhance productivity.  

  • Expert Guidance: Leading companies through each stage of the ERP implementation process with expertise and best practices. 
  • Customization: Offering direct customization of Epicor’s AI solutions to meet each company’s unique specifications and requirements. 
  • Training: Providing comprehensive training to equip staff with the necessary skills to fully leverage AI functions and capabilities. 
  • Ongoing Consulting: Delivering continuous support and service to address any post-deployment issues or challenges promptly.

Integrating AI in ERP systems represents a powerful opportunity for manufacturing businesses to revolutionize their operations. While the implementation of AI technology comes with its challenges, the potential benefits of efficiency, accuracy, and decision-making capabilities are substantial. Partnering with an experienced consultant like Encompass Solutions can help navigate the complexities of AI adoption, ensuring a smooth transition and maximizing the return on investment. As AI continues to evolve, businesses that embrace this technology will be well-positioned to thrive in an increasingly competitive and digital manufacturing landscape. For more information on how Encompass Solutions can help automation your AI and ERP journey, visit www.oldencompass.sevenagesdesign.com


Accounting might not be a favorite topic, but it’s essential for your team and business. The days of relying on spreadsheets are behind us, and many small to medium-sized companies use QuickBooks, a popular accounting program. However, as your business grows, you may outgrow QuickBooks. When should you switch to a more robust solution like Enterprise Resource Planning (ERP) software? This ERP vs. QuickBooks comparison will help you understand the best option to keep your business moving forward.

What is QuickBooks?

QuickBooks is a widely used accounting solution ideal for sole proprietors and small to medium-sized companies, including some manufacturing operations. It offers invoicing, payroll, financial reporting, and basic accounting capabilities. However, it focuses solely on accounting. If you need software for other functions, such as production planning, you’ll need separate solutions that may not integrate well.

QuickBooks works well for small companies with a user limit of 40. It helps businesses keep track of finances, handle taxes, and plan for the future.

What is ERP Software?

Enterprise Resource Planning (ERP) software, like Epicor, is a comprehensive solution that, although more expensive, becomes cost-effective as your company grows. It is designed for larger teams and complex operations, scaling with your success. ERP software handles multiple locations, currencies, and extensive customization options, and integrates various business functions, including manufacturing processes, supply chain, and customer relationship management.

ERP systems manage all your complex operations, reducing errors and redundancy compared to using multiple systems.

When Should You Consider Switching?

QuickBooks is a good solution for smaller businesses, but as you grow, you might need more robust support. Here are signs that indicate it’s time to consider switching to ERP software:

  • You are approaching or have hit the 40-user cap, and scaling QuickBooks further becomes expensive.
  • You use multiple software platforms to manage different parts of your business, leading to mounting errors and inefficiencies.
  • QuickBooks inventory management can no longer keep up with your needs.
  • Employees spend too much time transferring and re-entering data.
  • Data tracking issues arise because information is scattered across different systems.
  • Inventory problems lead to customer service issues.
  • Demand forecasting relies heavily on guesswork.
  • You engage in made-to-order and discrete manufacturing.

Outgrowing QuickBooks can be subtle, but addressing these issues early saves money and boosts employee morale.

What Does ERP Software Offer?

ERP software is customizable to meet your team’s needs, with modular functionality allowing you to add or remove features as necessary. An ERP consultant, like Encompass Solutions, can help navigate your specific needs and implement a tailored solution. ERP software offers:

  • Accounting in multiple currencies, languages, and locations.
  • Cloud-based solutions for accessible business data.
  • Integration of finance, supply chain, and customer relationship management.
  • Real-time data visibility across your organization.
  • Advanced tools for production planning and scheduling.
  • Real-time inventory management for raw materials, works-in-progress, and finished goods.
  • Demand forecasting without guesswork.

ERP software consolidates multiple functions into one platform, simplifying IT management and reducing the need for multiple integrations.

Will You Outgrow Your ERP?

No, ERP platforms are scalable. You can add features and users as needed, with costs increasing reasonably. A consultant can help future-proof your ERP, ensuring it evolves with your company.

ERP systems are tailored to your needs, whether managing international contractors, supply chains, or peak production periods. They allow for growth without losing data, minimizing the risk of human error during migrations.

Can an ERP Integrate with Existing Systems?

Yes, ERPs can integrate with your existing software, allowing smooth data transfer. They are often cloud-based, compatible with various devices, and support remote work.

What If I Like QuickBooks?

In regards to ERP vs. QuickBooks, QuickBooks is excellent for smaller businesses and is user-friendly. If your business remains small, it might suffice. However, growing businesses with expanding teams and formal manufacturing processes may need more comprehensive features.

How to Choose the Right ERP System?

Choosing the right ERP involves assessing your needs, evaluating vendors, and considering your budget. Encompass Solutions can help with ERP solutions designed to streamline manufacturing processes, support growth, and integrate cross-functional teams.

We assist in selecting, negotiating, and supporting the right ERP system for your team. Our custom development services ensure your ERP system is a perfect match, keeping you ahead in your industry.

If QuickBooks no longer meets your growing business needs, contact Encompass Solutions. As an Epicor partner, we provide ERP solutions tailored to made-to-order and mixed-mode manufacturing companies, ensuring your business thrives with advanced support and integration.

Ready to take the next step? Contact us today to schedule a consultation by filling out a form and discovering how our ERP solutions can transform your business. Understanding ERP vs. QuickBooks is crucial for making the right decision for your company’s future.


For those of us in the made-to-order and discrete manufacturing, we know the drill all too well – manual processes, workflows, and systems that just don’t talk to each other. These operational headaches act like dead weight, dragging down productivity and diminishing resources. In our ultra-competitive world, inefficiencies like these can spiral into roadblocks, throwing a serious wrench in your ability to stay nimble and keep that competitive edge.

At the root of so many organizational bottlenecks is an underutilized or misaligned Enterprise Resource Planning (ERP) system. These powerful platforms are well-oiled machines that streamline operations and drive efficiency. But when they’re not properly maintained and optimized? That’s when the problems start – complexity piles on instead of processes getting simplified.

That’s where our ERP Automation Audit comes into play. Think of it as getting your operations on the hydraulic lift for a complete diagnostic workup. Our knowledgeable team will meticulously comb through your current ERP solution, pinpointing areas for automation and process fine-tuning. With a deep dive into your ERP landscape, we can identify bottlenecks, redundancies, and missed streamlining opportunities, then prescribe tailored solutions to get you back to peak operating conditions.

The ERP Automation Audit Uncovered

What is an audit? It exhaustively evaluates your organization’s ERP system and related processes. Our laser-focus? Finding where your business can be supercharged through automation and optimization.

It’s a collaborative effort where our specialists work alongside your team. We’ll immerse ourselves in your unique goals, pain points, and operational processes – because each organization is unique. Only through that deep understanding can we customize the perfect approach.

At its core, the audit zeros in on three main targets: simplifying processes, gaining efficiencies, and reducing costs. We’ll review your existing workflows, data management practices, and system integrations. Our mission? Find opportunities to remove inefficiencies and grease the wheels with leaner, more automated solutions.

Why Your Business Needs This in Its Lifecycle

Manual processes and inefficient ERP utilization can rapidly devolve into complexity. Rather than smoothing operations, they create unnecessary roadblocks. You know the fallout all too well: costs spiraling, efficiency plummeting, errors cropping up, data getting duplicated and triplicated. It’s a scenario that plagues businesses across the industrial spectrum.

But it doesn’t have to be that way. An ERP Automation Audit is about aligning your tech capabilities with your strategic objectives. It’s about ensuring your systems are greased for your operational gears, not bringing them to a halt. By identifying and exorcising inefficiencies, you can refocus resources on what matters: growth, customer satisfaction, and outmaneuvering the competition.

Are you trying to scale or roll out new initiatives without a clear view of your current ERP landscape? It’s like renovating a house without understanding the foundation’s condition. The small cracks and instabilities you miss could eventually compromise the structural integrity. Our Automation Audit fortifies that mission-critical foundation by exposing vulnerabilities early before they can metastasize into existential crises.

The Audit Journey: A Roadmap

Our collaborative audit engagement covers the serious ground:

  1. Initial Consultation: We’ll start by meeting with your team to clearly define objectives – from the frontline user perspective to the executive suite. This allows us to set the audit’s scope and focus areas, tailoring our efforts to your unique needs and pain points.
  2. In-Depth Reviews: With a solid grasp of your goals, our experts will dive deep into your current automation setup. We’ll review your– software platforms, process workflows, data management practices, system integrations, data flows, and reporting requirements.
  3. Analysis and Findings: Once we’ve completed that 360-degree assessment of your operations, our team will pinpoint automation opportunities, prioritize interventions, and project implementation roadmaps – giving you a clear line of sight to an optimized future state.
  4. Collaborative Planning: We’ll regroup with your team to lay out our detailed analysis and customized recommendations. It’s a collaborative session for us to discuss best practices and work together to create an actionable implementation plan aligned with your long-term goals.

Your Dividends through ERP Automation Audit

Investing in an ERP Automation Audit is a long-term investment in your operational future. Here’s why:

  • Actionable insights into your current systems and processes that empower data-driven decisions for real transformational change.
  • Tailored recommendations for automation and process refinement, designed to solve your unique challenges and advance your goals.
  • Blueprints for simplifying workflows and removing inefficiencies, liberating resources you can reinvest into growth and innovation. 
  • Guidance for selecting the right automation tools for seamless integration with your existing infrastructure while minimizing disruptions.
  • Harmonization of your tech stack with high-level business objectives, giving you a sustainable competitive advantage.
  • Empowering your team to lead continuous improvement and cultivating an innovation-driven culture of adaptability.

Imagine an ERP system running like a well-oiled machine – processes flowing smoothly, data flowing between teams and stakeholders without a glitch. That’s the kind of operational engine our audit can help build, transforming you into a lean, agile powerhouse.

The Competitiveness

In today’s business world, operational efficiency is more than an ideal – it’s an existential imperative amid burning competition. By prioritizing an ERP Automation Audit, you’re proactively taking steps to streamline processes, reduce costs, and harmonize your tech stack with your strategic objectives.

Envision an ERP system operating with the precision of a finely-tuned synthetic – processes flowing seamlessly, data flowing between stakeholders without friction. That’s the high-performance operational engine our audit can construct, forging your enterprise into a selectively lean and optimized for sustainable growth.

The pivotal question: Where does your enterprise reside along its automation journey? Find out by taking our ERP Automation Efficiency Quiz at https://oldencompass.sevenagesdesign.com/automation-efficiency/. Ditch those inefficiencies and reset your sights on an optimized future state. 

Initiate Your Growth Today

Ready to kick those operational bottlenecks to the curb once and for all? Getting started is easy – fill out the form to be contacted by our team. We’ll schedule a complimentary consultation to discuss your unique needs and objectives. During this conversation, our knowledge team will immerse themselves in the granular challenges you’re facing today.

Don’t let inefficient processes and underutilized tech constrain you any longer. Seize the initiative – optimize your operations and position your enterprise for growth.


As the manufacturing industry navigates an ever-changing and fast-paced market, leveraging AI in Supply Chain Management optimization has become crucial for gaining a competitive edge. AI is a computer model that enables programs to contextualize different tasks, make decisions, and generate assumptions that typically require human intelligence. It can “learn” and grow its understanding over time through interaction with its hosting interface.

Transition to Epicor’s AI Solutions

Recognizing the transformative potential of AI, companies are increasingly seeking advanced solutions to enhance their supply chain operations. Epicor, a leader in enterprise resource planning (ERP) software, offers innovative AI platforms designed to meet this demand. Through a strategic partnership with Encompass Solutions, a Premier Epicor Partner, businesses can leverage these cutting-edge technologies to streamline their processes, improve efficiency, and stay ahead in a competitive market.

Epicor’s AI Solutions

Encompass Solutions connects the robust Epicor Kinetic manufacturing software with companies that rely on it to enhance the efficiency of their internal systems. To keep pace with the rapidly changing environment, Epicor and Encompass are working with individual companies to implement generative and predictive AI, streamlining the connection between suppliers and manufacturers. This integration enables efficient and effective operations with minimal human involvement.

Epicor’s specific AI platforms, Prism and Grow, integrate seamlessly with their Kinetic ERP software, providing a conversational approach to system programming and data-driven decision-making. Companies can partner with Encompass to implement, customize, and maximize these AI solutions, empowering their businesses through the implementation process, direct customization, staff training, and ongoing support.

Benefits of AI in Supply Chain Optimization

Generative and predictive AI streamlines the connection between optimal suppliers and manufacturers by automating processes, reducing the need for manual effort. Here are some key benefits:

  • Automation of Supplier Sorting and System Programming: AI automates these processes, cutting administrative costs and time.
  • Enhanced Efficiency: AI-powered demand forecasting, inventory optimization, and bottleneck identification limit delays and boost efficiency.
  • Actionable Recommendations: AI provides customized, actionable recommendations, reducing complexity and required expertise.
  • Data-Driven Decisions: Epicor’s Prism AI facilitates smarter decision-making through conversational programming and data analysis.
  • Predictive Analytics: Grow leverages historical data to forecast future supply chain requirements precisely, enhancing efficiency, agility, and precision with minimal human intervention.

This AI-driven approach allows companies to gain a competitive edge by quickly responding to market changes and customer demands.

Introduction to Epicor AI (Prism and Grow)

Epicor’s core AI platforms, Prism and Grow, offer a powerful combination of generative and predictive capabilities to optimize the entire supply chain:

  • Prism: Integrated into Epicor’s ERP software, Prism provides a seamless user experience with conversational AI. It acts as an action-oriented chatbot, enabling natural language interactions for programming and supplier access.
  • Grow: This platform focuses on predictive analytics, connecting inventory, orders, and sales data to forecast supply chain requirements. It unlocks large-scale data access and analysis, deriving insights from disparate data sources without direct interface interactions.

How Encompass Solutions Can Help

Encompass Solutions Inc., the Premier Epicor Partner, provides comprehensive support for companies adopting Epicor’s AI-powered solutions. Their services include:

  • Expert Guidance: Leading companies through each stage of the AI implementation process with expertise and best practices.
  • Customization: Offering direct customization of Epicor’s AI solutions to meet each company’s unique specifications and requirements.
  • Training: Providing comprehensive training to equip staff with the necessary skills to fully leverage AI functions and capabilities.
  • Ongoing Support: Delivering continuous support and service to address any post-deployment issues or challenges promptly.

One notable success story is Epicor’s partnership with the Visa Cash App Red Bull Formula One Team. They integrated Prism, their generative AI, within the Kinetic manufacturing software to optimize production and supply chain management. Prism connects to the supplier market, allowing the team to reach out to a vast pool of suppliers quickly, sort them based on specified parameters, and independently engage selected vendors. This capability enabled the team to procure highly customized parts rapidly while limiting manual labor.

  • Speed and Efficiency: Weeks’ worth of supplier research and procurement efforts were condensed into minutes through AI-driven automation.
  • Flexibility: Rapid adjustments and flexibility in adapting to evolving production requirements and process changes were enabled.
  • Intuitive Interface: Actionable programming and execution were facilitated directly from Prism’s user-friendly interface.

Leveraging AI in Supply Chain Management optimization with Epicor’s Prism and Grow platforms, supported by Encompass Solutions, empowers companies to streamline operations, reduce costs, and enhance efficiency. This technological advancement positions businesses to respond swiftly to market demands and maintain a competitive edge in the manufacturing industry. For more information about AI and automation in supply chain management visit www.oldencompass.sevenagesdesign.com


Since the Spirit of Encompass Award was launched in December 2022, it has become a symbol of recognition for employees who consistently exceed expectations in their roles. This year, we proudly present the award to Jonathan Cleveland, our Advanced Support Analyst.

Established by our managing partners, the Spirit of Encompass Award allows peers to nominate their colleagues who truly embody our corporate ideals. It is a testament to those individuals who demonstrate integrity, innovation, and helpfulness in their pursuit of delivering exceptional customer service. By remaining peer-nominated and confidential, the votes shed light on efforts that may not always be apparent through traditional metrics such as accounting and timesheet totals.

Having dedicated three years of his expertise to Encompass Solutions, Jonathan has proven to be an invaluable member of our team. His peers admire his unwavering willingness to assist, regardless of the situation, with comments like, “Always willing to help, always kind and responsive. Highly skilled and dedicated.”

“Not only have I seen Jon go above and beyond with every client interaction, but he has also done the same for me as a colleague in every instance. I may not have been at Encompass long, but Encompass would be a much lesser place without him in every aspect.”

“Every time I have a challenge regarding a customer tech issue, he has been able to either solve it or point me in the right direction. He seems to learn and not forget. His patience is amazing and he never stops until he has a solution.”

“Jonathan embodies many traits that I believe are necessary to be successful (especially in our role as service providers), and importantly, someone people can depend on and will think of positively when they ‘get’ (not have) to work with him! Among many other characteristics, he’s friendly, prompt, courteous, takes ownership of issues, and is thorough and accurate in how he handles his work. That’s not to say others don’t have these and other great traits (they do, that’s what makes our team so wonderful), but Jonathan has done an exceptional job this past year!”

“Jonathan always steps in no matter where needed. He’s on the phone with a customer or leading an internal call with a consultant. He multi-tasks better than anyone I know and deserves the SoE award this year because what he does is not always part of his job description.”

“Jonathan goes above and beyond not only as an employee but also as a human being. He is constantly helping with various tasks and things that are nowhere near his job description and does so without complaint. He’s always friendly, gives just about everyone a reason to laugh, and is truly knowledgeable about what he does. Encompass would be a very different place without him, and getting to know him has been a joy!”

Upon receiving the Spirit of Encompass Award, Jonathan expressed his gratitude, saying, “Being honored with the Spirit of Encompass Award has been an incredibly humbling experience. The individual recognition holds deep meaning for me, and I am truly grateful. I am committed to giving my best to my peers, our clients, and Encompass as a whole.”

Well done, and many congratulations to Jonathan!


Before embracing Epicor ERP, Okeanus encountered many hurdles. Replying on Quickbooks created silos between finance and manufacturing, hindering operational efficiency and internal collaboration. Learn how Epicor Kinetic Cloud closed the gap between departments and aligned the parent company and its subsidiaries.