16
Jul 2025
10
cloud tablet

Why Customers Move Their ERP to Epicor Kinetic Cloud

Manufacturers are transitioning from traditional on-premise ERP systems to cloud-based solutions, such as Epicor Kinetic Cloud. This shift

Why Customers Move Their ERP to Epicor Kinetic Cloud

Blog , , , , Ashley Limbers

Manufacturers are transitioning from traditional on-premise ERP systems to cloud-based solutions, such as Epicor Kinetic Cloud. This shift is more than just a tech upgrade; it’s a strategic decision to boost efficiency and profitability. Epicor Kinetic Cloud is specifically designed for discrete and made-to-order manufacturers, offering tools to streamline processes and cut costs. Discover the benefits of cloud migration and any concerns and improvements in scalability, cost efficiency, security, and collaboration. Recognizing these advantages helps business leaders confidently modernize their operations.

Comprehending Epicor Kinetic Cloud

Epicor Kinetic Cloud is a cloud-based ERP solution designed specifically for manufacturers. It combines pivotal business functions—production, supply chain, finance, and customer management—into one platform. This integration is beneficial for manufacturers that require a system capable of handling complex operations efficiently.

For manufacturers, Epicor Kinetic Cloud is a game-changer. It offers real-time data analytics, helping businesses make quick, informed decisions to stay competitive. The cloud setup means updates and upgrades happen seamlessly, so that manufacturers always have the latest features without the hassle of downtime.

Using Epicor Kinetic Cloud, manufacturers can streamline processes, cut down on operational delays, and boost productivity. Its intuitive interface and customizable dashboards make it easy for everyone—from IT managers to CFOs—to access and use. This ensures all departments benefit from the improved visibility and control that the platform offers.

Key Benefits of Moving to Epicor Kinetic Cloud

Switching from an on-premise ERP to Epicor Kinetic Cloud brings significant advantages for discrete and made-to-order manufacturers. This transition boosts operational efficiency and strengthens a company’s position in the market.

Enhanced Scalability and Flexibility

Epicor Kinetic Cloud stands out for its scalability. Unlike traditional systems that demand hefty investments and time for expansion, cloud solutions adjust swiftly to business changes. This adaptability is necessary for manufacturers facing variable demand or planning growth. With Epicor Kinetic Cloud, businesses can easily scale resources, paying only for what they use.

Another significant advantage is flexibility. Cloud-based ERP allows manufacturers to integrate new features or modules without extensive hardware upgrades. This agility helps companies quickly adapt to market shifts and technological advancements, keeping them competitive.

Cost Efficiency and ROI

Switching to Epicor Kinetic Cloud can lead to substantial cost savings. Traditional on-premise ERP systems often demand heavy investments in hardware and maintenance. In contrast, cloud solutions cut these costs by eliminating the need for physical infrastructure. This allows manufacturers to redirect funds towards strategic initiatives like innovation or expansion.

Epicor Kinetic Cloud’s long-term ROI is significant. Manufacturers can enhance production and increase output by minimizing downtime and boosting operational efficiency. The subscription-based pricing model also aids in financial planning, helping companies manage costs effectively over time.

Improved Security and Compliance

Security is required for any business, and Kinetic Cloud delivers with robust measures. Cloud providers offer advanced protocols like encryption and multi-factor authentication to safeguard data. This level of security often surpasses what many manufacturers can achieve with on-premise systems.

Epicor Kinetic Cloud also supports compliance with industry regulations. Automatically updating compliance features helps businesses stay aligned with legal requirements, reducing the risk of penalties.

Increased Accessibility and Collaboration

Epicor Kinetic Cloud enhances accessibility and collaboration. Employees can access business information anywhere, anytime, using any device. This is invaluable for teams spread across multiple locations or those working remotely.

Another benefit is real-time collaboration. Cloud solutions enable seamless communication and data sharing among departments, improving coordination and decision-making. This leads to faster problem-solving and innovation.

Overcoming Migration Concerns

Despite the benefits, some manufacturers hesitate to move to the cloud due to migration concerns. Fears about data loss, integration challenges, and potential downtime are common. However, these issues can be addressed with careful planning and the right expertise.

Epicor offers comprehensive support for a smooth migration. Data migration tools and services ensure secure data transfer, while integration capabilities ensure existing systems work seamlessly with the new cloud platform. With a well-planned strategy, manufacturers can minimize disruption and quickly benefit from their new ERP system.

Steps to Transition from On-Prem to Kinetic Cloud

Transitioning to Kinetic Cloud requires a structured approach. Start by assessing current systems to identify specific needs and goals and create a tailored migration plan.

Partnering with experienced cloud migration experts is wise. They guide practices, assist with data migration, and ensure the new system is configured correctly. Training and support help employees adapt to the new platform and maximize its potential.

Establish a timeline for the transition, allowing for testing and adjustments before fully going live. This phased approach minimizes risk and ensures successful migration.

Let Encompass Solutions Help You Modernize Operations

Moving to Kinetic Cloud offers manufacturers benefits like scalability, cost efficiency, enhanced security, and improved collaboration. Businesses can modernize operations and maintain a competitive edge by addressing migration concerns and following a strategic plan.

Manufacturers ready to explore cloud ERP should consider migrating to Epicor Kinetic Cloud. Contact us at Encompass Solutions for guidance and support to begin the journey towards operational excellence and innovation.

03
Jul 2025
14

The Value of Hiring Internally vs. Outsourcing Your Advanced ERP Support

Effective resource planning is crucial for staying competitive among discrete and made-to-order manufacturers. ERP systems are central to

The Value of Hiring Internally vs. Outsourcing Your Advanced ERP Support

Advanced Support Solutions, Blog , , , , , Ashley Limbers

Effective resource planning is crucial for staying competitive among discrete and made-to-order manufacturers. ERP systems are central to this effort; however, ensuring they are well-supported remains a challenge. Manufacturers must decide whether to build an in-house team or outsource support through Epicor ERP Support Services. These options allow decision-makers to align their ERP support strategy with overall business goals. 

The Critical Role of ERP Support in Manufacturing

ERP systems, such as Epicor, unify business processes, including inventory and customer relationship management, but their complexity can pose significant challenges. Manufacturers often encounter data integration challenges, customization difficulties, and scaling issues as they expand. Post-implementation, challenges such as system downtime, user training, and software updates can disrupt operations if not managed. 

Reliable ERP support addresses these issues and keeps systems running smoothly. Support services need to be quick and practical to minimize disruptions. As technology advances, ongoing support is necessary for implementing new features and ensuring system security.

Internal ERP Support: Pros and Cons

Manufacturers often consider building an internal team for ERP support to maintain control and customize solutions. This approach allows direct oversight, ensuring that ERP systems align with specific business goals. In-house teams, familiar with the company’s operations, can offer tailored support that addresses unique needs. 

However, this strategy isn’t without challenges. Finding and keeping skilled employees to manage complex ERP systems like Epicor can be tough, particularly for smaller companies. Training and salary expenses add up quickly, straining budgets. Employee turnover can lead to knowledge gaps, disrupting the continuity of support. 

While internal ERP support has its benefits, it demands a careful evaluation of long-term costs and resource requirements. Companies need to assess their ability to sustain a skilled team capable of managing the complexities of their ERP systems effectively.

Outsourcing ERP Support: Pros and Cons

For manufacturers aiming to streamline operations without the burden of an in-house team, outsourcing ERP support is an appealing option. By collaborating with external experts, companies tap into specialized knowledge that can be difficult to develop internally. This strategy brings several key benefits. 

A major advantage is access to specialized expertise. Providers of Epicor ERP support services, for example, have extensive experience across various industries, allowing them to swiftly address issues and implement best practices that boost system performance. 

Another benefit is cost efficiency. Outsourcing eliminates the expenses tied to training and retaining an internal team. Companies can adjust the level of service according to their needs, which is particularly useful for small—to mid-sized manufacturers dealing with variable demand. 

Outsourcing comes with its own set of challenges. Relying on external providers can lead to concerns about losing control over ERP systems. Straightforward communication and transparent service-level agreements (SLAs) maintain a productive partnership. Additionally, manufacturing companies should consider cultural and time zone differences when choosing an outsourcing partner to ensure smooth integration with existing operations. 

While outsourcing ERP support offers significant advantages, manufacturers must carefully evaluate potential drawbacks to find the best fit for their specific needs and resources.

Comparing Costs: Internal vs. Outsourced ERP Support

Deciding between internal and outsourced ERP support involves a careful look at costs. Building an in-house team means investing heavily in hiring, training, and keeping skilled staff. Salaries for ERP specialists are high, and ongoing training to keep up with tech changes adds to the expense. 

Infrastructure is another cost factor. Maintaining the necessary hardware and software for internal teams can be pricey, especially with regular updates and security needs. Employee turnover also brings hidden costs, like lost productivity and hiring expenses, which can disrupt operations. 

Outsourcing offers a different financial picture. Service providers often have flexible pricing models that let companies adjust services as needed, which is useful for small to mid-sized manufacturers with changing demands. This approach can lower overhead costs tied to maintaining an internal team, freeing up resources for core business activities. 

The value of outsourcing hinges on several factors. Negotiating SLAs ensures support services meet operational needs without unexpected costs. Choosing a provider with a strong track record in ERP support services can boost system performance and offer a good return on investment. 

A detailed cost-benefit analysis helps manufacturers choose the most financially sound ERP support strategy. Companies can align their decisions with their operational and financial goals by weighing immediate and long-term costs.

Why Choose Epicor ERP Support Services from Encompass Solutions

Encompass Solutions offers a compelling choice for manufacturers seeking Epicor ERP support. Their expertise in Epicor systems ensures manufacturers can enhance system performance and maintain a competitive edge. 

Specializing in the needs of discrete and made-to-order manufacturers, Encompass Solutions provides services that efficiently address complex ERP challenges. Their team’s industry knowledge allows for timely problem-solving and the implementation of best practices, which can be costly to develop internally. This makes them an ideal partner for companies aiming to streamline operations and concentrate on core activities. 

Encompass Solutions also offers flexible service models tailored to specific operational needs and budgets. This flexibility is crucial for small to mid-sized manufacturers dealing with variable demands. By choosing Encompass Solutions, companies gain consistent, high-quality support without the expense of a full-time internal team.

Beyond immediate support, Encompass Solutions takes a proactive approach to ERP management. Regular system reviews, updates, and security enhancements keep clients ahead of technological changes and industry trends. This strategy minimizes downtime and maximizes the return on ERP investments.

Making the Right Decision for Your Manufacturing Business

Choosing between internal and outsourced ERP support requires strategically evaluating your business’s structure, goals, and resources. Begin by assessing how each option aligns with your long-term objectives, such as scalability, cost-efficiency, and innovation. The complexity of your Epicor ERP system, industry-specific requirements, and compliance needs should also factor into your decision. 

Evaluate your in-house team’s current capabilities. Outsourced support may offer greater value if they lack the specialized skills or bandwidth to manage, maintain, and evolve the ERP system. A reliable external provider can deliver scalable, expert-level service that adapts as your business grows, without the overhead of expanding an internal team. Ultimately, the right ERP support strategy should enhance operational performance while aligning closely with your company’s vision and growth trajectory.

Get Scalable ERP Support That Grows With You

Outsourcing ERP support delivers significant advantages for manufacturers facing complex system requirements, limited internal resources, or the need for scalable service. From cost efficiency to access to deep industry expertise, partnering with an experienced provider like Encompass Solutions helps businesses overcome ERP challenges while focusing on core operations.

With a proven track record in Epicor ERP Support Services, Encompass Solutions offers tailored, proactive support that evolves with your business. Their team reduces the risk of downtime and data issues and ensures your system stays secure, updated, and aligned with long-term goals. 

Ready to optimize your ERP strategy? Visit Encompass Solutions’ website to learn more about their advanced support and discover how expert support can maximize the value of your ERP investment.

20
May 2025
21

Why Manufacturing Leaders Shouldn’t Miss the Manufacturing Excellence Summit 2025 | Encompass Solutions

Blog, Encompass Solutions , , , , , , Ashley Limbers

Excellence in manufacturing shows in efficiency, sustainability, team satisfaction, and your bottom line. Your equipment’s performance drives it, your team’s dedication, and how quickly your facilities adopt innovation.

Your customers know excellence through high-quality products and precise delivery schedules, and your staff know excellence when they contribute to a constantly improving workflow every day. Achieving that excellence involves more than just “pulling the lever.” It calls for dedication to discovering and implementing the latest innovations in manufacturing, from technology to methodology.

That is why we are hosting the second annual Manufacturing Excellence Summit 2025.

Executives, operations managers, plant managers, and manufacturing stakeholders of all kinds can come together as we discuss ways to stay ahead of manufacturing trends and technologies to unlock improvements at every level of your business. This event is essential for operational improvement, automation, growth, and retention in the manufacturing industry.

What Is the Manufacturing Excellence Summit?

The Manufacturing Excellence Summit by Encompass Solutions will be held on August 27th, 2025, at the Revolutionary Mill in Greensboro, NC 27405. The summit will be held in Gallery 1250, where industry leaders will meet to explore the latest in manufacturing.

This year’s core focus areas will cover automation, employee retention, employee engagement, employment law, and risk management. Each session during the Summit will highlight a different focus area and feature a leader who will demonstrate how these areas work together to support and strengthen today’s manufacturing operations.

This is an exclusive event for manufacturing stakeholders and decision-makers to enhance your operations, employee satisfaction, innovation leveraging, and proactive risk management.

Why This Event Matters for Manufacturers

Manufacturers benefit from steady access to new technologies, trends, and strategies that work. Proven practices and shared expertise in manufacturing often lead to meaningful improvements and performance and efficiency, which is why we’re bringing decision-makers together. The Manufacturing Excellence Summit is an important opportunity for manufacturers for three key reasons:

Insights into Key Trends

A summit reveals insights into key trends and technologies shaping the future of manufacturing. From in-house tools to standout projects using current industry practices, you’ll explore real-world improvements and learn which strategies are delivering measurable results.

Peer Learning

When every member is an expert in their own right, we open the doors to unlimited peer learning from other manufacturing decision-makers. It’s not just networking, it’s a meeting of the minds when it comes to efficiency, integration, and strategy that you can learn from your fellow attendees.

Direct Access

The summit will feature sessions with industry thought leaders and solution providers. In addition to attending talks and hands-on sessions, attendees will gain direct access with the opportunity to ask questions and explore specific applications.

What Attendees Can Expect

When you attend the summit, you can expect a high-level experience focused on how to achieve increased production performance and operational improvements for manufacturing plants. Both the featured sessions and connecting with the other attendees will provide concrete value for your manufacturing business, employees, and clients.

High-Value Sessions

The purpose of any summit is to host high-value sessions led by experienced professionals and thought leaders. Each session will focus on how manufacturing decision-makers can make a powerful impact through new techniques and technologies.

Networking Opportunities

The people you meet at the Manufacturing Excellence Summit of 2025 will all be movers and shakers in your industry. You’ll network with fellow executives, operators, and visionaries — the people shaping the future of manufacturing

Practical Tools and Resources

Every session and showcase is designed to equip attendees with practical tools and resources that they can take back to their team. You will learn about technological implementations, new management strategies, and how to optimize the resources you already have to achieve both better overall performance and a more engaging staff experience.

Who Will Be Speaking and What Topics Will Be Covered

Encompass Solutions will announce an impressive lineup of speakers soon — strategists and thought leaders ready to share real-world applications you can apply immediately. Watch this space.

Key themes that will be covered will include

  • Optimizing operational efficiency
  • Digital transformation in many forms
  • Proactive risk mitigation strategies

How to Register and What’s Included

Registration for the Manufacturing Excellence Summit 2025 is fast and easy. Simply fill out your name and information on the registration page, and we’ll take care of the rest.

Your free registration unlocks more than just entry — it includes access to insightful sessions, hands-on resources, and catered meals to keep you fueled throughout the day.

Spaces are limited, so register today to secure your spot.

Invite Your Network

This is an excellent event to share with your colleagues and peers. The summit represents a valuable opportunity for your executive team, manufacturing business partners, and fellow decision-makers. Invite your network to register so you can enjoy the event and benefit from the innovative sessions with industry leaders together.

Bring Your Expertise to the Manufacturing Excellence Summit 2025

The best part about a professional summit is that every attendee brings their own expert experiences to the event. Every one of our attendees adds value as a leading figure in the manufacturing industry. Bring your perspective, meet other movers and shakers, and learn about the latest technology, trends, and strategies transforming the manufacturing industry today.

Don’t Miss Your Chance to Lead the Future of Manufacturing

Join us at the Manufacturing Excellence Summit 2025 and walk away with actionable tools, connections, and a renewed vision for your facility’s future. Spots are limited — register now and secure your place among the industry’s best.

If you have any questions, contact Encompass Solutions, your hosts for the Manufacturing Excellence Summit 2025. Contact us today if you have any questions, and we look forward to seeing you there!

15
May 2025
57

Epicor Insights 2025 Recap: Innovation, AI, and What’s Next for Manufacturers

Innovation is what drives the future, and it drives our partnership with Epicor. Which is why we attended

Epicor Insights 2025 Recap: Innovation, AI, and What’s Next for Manufacturers

Blog, Epicor, ERP , , , , , Ashley Limbers

Innovation is what drives the future, and it drives our partnership with Epicor. Which is why we attended Epicor Insights 2025 to find out where things are going in this evolving ecosystem. If you use Epicor…or are considering an ERP…then it’s worth learning a bit about our and their insights for the future.

What’s Next with ERP: Key Takeaways from Epicor Insights 2025

The focus of Epicor Insights 2025 was on agentic AI. Epicor’s CEO, Steve Murphy, discussed  AI and the fact that Epicor is approaching integrating AI vertically, focusing on those existing Make, Move, and Sell verticals. With the current challenges that manufacturers are facing, particularly around realigning supply chains overnight due to tariffs, and how AI can be used to respond to these challenges if used correctly. Murphy mentioned that Epicor values the impact of AI and how it is an accelerator to help people gain insights into the data within an ERP, versus a tool that would replace them.

Epicor also unveiled Epicor Prism and Epicor Grow AI. The latter covers more than 200 use cases, while Epicor Prism can now integrate with Epicor Industry ERP Cloud, including Epicor Prophet 21, and Epicor Kinetic (which is our specialty).

This means our Kinetic customers can now experience faster employee onboarding, enhance decision making with rapid visual analysis, streamline information retrieval, and more. And Grow AI provides predictive AI modeling. Our Director of Operations and Advanced Support, Jason Claggett, had this to say: “Epicor showcased their AI solution, ‘Prism, ‘ that is aimed to empower the workforce.”

They also added a new Carbon Cost Rollup solution to Kinetic to support carbon tracking and treat CO2 emissions as currency.

Introduction – Why Epicor Insights 2025 Matters

Epicor Insights 2025 is a significant conference with around 4,000 attendees – large for a company-specific conference and an impactful event with 45 extended education sessions and 85 hands-on labs.

This allows customers, partners, and influencers to interact with the company and move their use of Epicor to their next level. For us, it’s a way to learn what Epicor is doing and changing, and how they are moving forward. We can then pass this knowledge on to our customers and help them use the platform better. We can, in particular, help current and future Epicor users customize tools and leverage people-centric AI to get the most value out of their ERP software.

Epicor’s Five Innovation Principles – Building a Future-Ready ERP

Epicor has long focused on five principles of innovation to build its ERP, and Epicor Insights is a timely reminder of them. They are:

  1. Great Experience. Epicor’s ERP is easy to use, keeping everything centralized. It provides a great, streamlined experience for employees and allows them to do more in less time.
  2. Data-Driven Insights. Using AI to crunch data, Epicor builds a data supply chain that improves accuracy and collaboration without compromising security. This allows you to use your data to the full.
  3. Industry Expertise. Epicor has deep experience in five areas – automotive, building supply, distribution, manufacturing, and retail. This allows thousands of companies to get the best out of Epicor and benefit from their expertise.
  4. Co-Innovation with Customers. This means working with customers to improve and listening to feedback – which is a major driving force behind Epicor Insights.
  5. People-Centric AI. AI that does not replace humans but rather makes their lives easier and more productive.

Spotlight on Emerging Solutions and Tools

A major purpose of Epicor Insights is to showcase emerging solutions and tools and give customers a chance to try them with the company’s help. Some of the new solutions Epicor demonstrated include:

  • SparkCentral – GROW. Epicor’s Grow AI provides predictive modeling and analysis to help customers manage their supply chain and predict demand.
  • Inventory Planning & Optimization (IP&O). Epicor continues to improve its IP&O solution. Adding more AI improves sales and inventory planning by offering probabilistic forecasting to help connect inventory optimization to your bottom line.
  • Prism, Ascend, Acadia, Kyklo. These AI solutions continue to develop. Acadia, for example, helps frontline workers gain real-time insights directly, instead of through dispatch.
  • Insights GO Demo. Epicor also demonstrated GO, 3D visual intelligence that will further improve data-driven insights and be a fantastic tool for showing data to stakeholders.

In particular, Ashley Limbers, our Marketing Manager, enjoyed the focus on AI. “It’s exciting to see how Epicor’s commitment to AI is already sparking action—and will continue to drive growth and competitiveness for our clients.”

Epicor Connected Process Control (CPC) and Acadia

Another focus was connected process control, which uses digital work instructions to enforce process control, connects devices to harvest IoT data, provides embedded quality management, and supports preventive maintenance. All of this allows manufacturing employees to work more effectively. The Andon solution allows all employees to view real-time production information and empowers them.

Acadia does the same thing for front-line workers. Both of these solutions improve employee trust by allowing them direct access to the data they need to do their jobs and encourage innovative solutions from the front line or factory floor.

CPC also matters for workforce readiness and compliance. It allows for the development of a Skills Matrix that directs job-based training so that employees have the skills and knowledge they need and opportunities to continuously improve.

Closing the Visibility Gap and Overcoming Data Challenges

According to Epicor, 79% of companies lack tier 1 supplier visibility, and 48% ignore critical insights. These pain points are something Epicor is working hard to address.

One way is the data supply chain, which ensures that accurate data is transmitted across companies to the people who need it. In many cases, insights are “ignored” because people simply don’t see them. Data from tier 1 suppliers can easily be brought into the data ecosystem.

Epicor also provides solutions for supply chain resilience that include improving visibility so that sourcing can be switched and balanced as needed. Supplier disruptions don’t turn into production disruptions.

3D data visualization is going to be another tool for overcoming data challenges by making data easily visible to stakeholders and showing them, clearly, the impact of changes on their bottom line.

Real-World AI Use Cases That Deliver ROI

Back to AI. Epicor’s AI is designed to support human innovation. Here are four areas in which Epicor’s AI really can help:

  1. Quoting. AI can analyze the supply chain, predict demand, and help you assess costs so you can provide more accurate quotes.
  2. Onboarding. New employees can get on track faster, with onboarding even starting before they come on-site.
  3. Ordering. AI ordering can allow for targeted upselling, dramatically increasing revenue.
  4. Analysis. Last, but far from least, AI can automate the interpretation of lists and charts so humans don’t have to spend hours poring over them.

Epicor AI – functional, practical, human-first.

Strategic Growth and Vision

Epicor also talked about its growth as a company. Since 2021, they have made 14 acquisitions. Their growth has averaged 12% year-over-year.

They have made over 100 major project releases and over 600 minor ones. All of this reinforces their deep vertical focus in the Make, Move, Sell economy.

Final Thoughts – Empowering the Maker Community

A clear thread through the Epicor Insights 2025 was that while AI has much potential, it is only valuable when applied in context. AI use cases need to be industry-specific, well-thought-out, and centered around supporting people in their activities. Our Director of Professional Services, Dave Cranshaw, had this to say: “I’m excited to work with Kinetic as not just a static ERP as we have all been working with most of our careers, but now as a platform to truly provide actionable insights to our customers very soon. What’s key is clients should be cleaning up their data so it’s good, then moving to the cloud, so they can use PRISM, and lastly turn on GROW post go-live so they can start being part of the change in the industry.”

Epicor also reinforced its commitments to innovation, security, and, above all, community.

At Encompass Solutions, we are here to help our clients learn what is coming next and take advantage of it to improve operations and your bottom line.

Are you ready to see how these innovations fit your business strategy? Talk to your Encompass Solutions account manager today or contact us to explore Epicor and how AI can be used can help your business.

08
Apr 2025
39
reporting tools

Unlocking Data Insights: Master Epicor ERP Reporting Tools | Encompass Solutions

Unlocking Data Insights: Master Epicor ERP Reporting Tools In modern business, data insights are one of the most

Unlocking Data Insights: Master Epicor ERP Reporting Tools | Encompass Solutions

Blog, Epicor, ERP , , , , , , , , , , , , Ashley Limbers

Unlocking Data Insights: Master Epicor ERP Reporting Tools

In modern business, data insights are one of the most powerful tools you can command. The ability to derive patterns, trends, and performance indicators from data generated by your everyday operations can help to inform decisions, shape strategies, mitigate risks, and prepare for growth.

Unlocking data insights is essential for today’s manufacturers. One of the greatest advantages of using an all-encompassing ERP solution like Epicor Kinetic is the ability to compile data and prepare reports from every facet of your company. Epicor ERP users have a wealth of reporting tools at their fingertips, ready to help them make the most of their resources from problem-solving to growth planning.

Encompass Solutions is an expert in Epicor implementation and data management. Today, our goal with this article is to help you improve your Epicor Kinetic reporting processes, gain deeper insights from your data, and enhance your decision-making capabilities through the discovery of tools that simplify reporting and help you leverage your Epicor ERP more effectively.

Whether you are trying to optimize financial reporting, enhance operational visibility, or tailor reports to meet unique business needs, this content series will help you find the Epicor reporting tools you need.

Epicor Kinetic Reporting Tools

Epicor ERP transforms your operations into valuable data insights. Every order, invoice, and project is made up of data points. Epicor makes these accessible through a wide range of ERP reporting tools designed to streamline your reporting processes and enhance your decision-making capabilities.

Each reporting tool is tailored to specific business needs. A quick look can help you get a sense of the tools we are about to cover in depth.

GROW translates your data through real-time interactive dashboards. Financial Planning and Analysis provides financial reports and forecasts. SSRS enhances operational reporting with the help of an SQL server. BarTender simplifies label printing and documentation for compliance and operational efficiency.

GL Report generates general ledger reports, Enform manages paperwork inside the Epicor ERP system, and Custom Reporting helps you build tailored reports that address more unique business needs.

1. GROW

GROW is the Epicor Business Intelligence toolkit, which allows organizations to create innovative and interactive dashboards of custom data. You decide what data is most important and how you want it presented, and GROW will do the rest. GROW empowers real-time business intelligence, offering interactive dashboards and reports that simplify complex data analysis.

GROW implements an innovative back-end that utilizes ETL Processes (Extract, Translate, Load) to acquire the data you need from each source, then stores your real-time data in a data warehouse so it is ready to present through an interactive chart at any time.

Organizations can build a large number of custom dashboards, accessing data extracted from throughout the ERP system and integrations such as Kinetic. It can be used by top leadership or implemented for specific roles and departments. Once you decide the data you want to display, you can organize and refine it into the most useful charts for quick visual presentation and detailed analysis.

Dashboards designed with GROW can be used to monitor operations, create powerful presentations, and inform data-driven decision-making.

2. Financial Planning and Analysis (FP&A)

The Epicor FP&A or Financial Planning and Analysis toolkit helps you to streamline financial reporting for smarter forecasting and budgeting. It is designed to assist your organization in making data-driven financial decisions using in-depth analysis of your financial health, ongoing operations, and potential opportunities.

FP&A is a cloud-based solution that uses machine-learning technology to provide powerful financial insights based on your company’s real-time financial data. It is designed to empower your organization by improving the way you access financial reports, enhancing your operations, and helping your business adapt to an ever-changing financial environment.

With the Financial Planning and Analysis toolkit, you will be able to quickly generate reports that both ensure compliance and accurately predict future revenues, profits, and cash flows based on both recent and historical financial data. This allows you to craft goal-oriented and driver-based plans by presenting models of complete financial operations and even exploring what-if scenarios to stay agile in the ever-changing marketplace.

The tools provided by FP&A can also help you analyze and discover which products, customers, and segments of the business are generating the greatest profits so you can prioritize and adapt your strategy for a more successful future. Then, consolidate your reports with ease across entities so you can compare financial performance in a compact yet comprehensive way.

3. SSRS – SQL Server Reporting Services

The SQL Server Reporting Service (SSRS) is designed to enhance your access to operational reporting with the help of SQL Server operations. Epicor SSRS Reports are customizable data representations built using Microsoft SQL Server Reporting Services, tailored to Epicor ERP users. This allows you to build and deploy robust, interactive reports using truly complex and innovative methods.

SSRS provides an interface that makes it possible to visualize complex data that is empowered by the dynamic and in-depth data management toolkits built into the Microsoft SQL Server Reporting Services. It is an extremely effective and powerful method to extract, analyze, and present your business data.

Benefits of the SSRS reporting system include dynamic data representation, customization, integration, and accessibility. Take control of real-time data analysis and engage in accurate data-driven decision-making. You can also personalize reports to fit unique requirements and generate reports in multiple formats such as Excel, PDF, and Word.

For even more access to your data, SSRS integrates seamlessly with other Epicor ERP modules for fully connected data presentation.

4. BarTender

The Epicor BarTender toolkit was designed to simplify label printing and documentation processing. It will improve traceability, compliance, and operational efficiency by creating and automating the printing and control of labels, barcodes, RFID tags, plastic cards, and other essential forms of physical data output.

BarTender is a unique method of accessing data that is essential to manufacturing businesses because it allows you to print accurate labels and documents regarding your products. The toolkit primarily focuses on design for product labels, cards, RFID tags, and other related output types. You can enter print time easily and ensure your data is presented through customizable forms.

With Bar Tender, it’s easy to consolidate design with intelligent templates and ensure that each label represents the most current data. Then you can apply secure document control to ensure your business is always within regulatory compliance.

BarTender represents a set of tools that help you design labels and label templates with ease and efficiency. You can configure and connect to data sources through your Epicor-managed business systems and then launch print commands. It is also designed to empower automated printing, automate print status, manage printing supplies, and streamline print production while providing complete control over the process.

5. GL Report

General Ledger reports are an essential part of your company’s financial performance. This led to the Epicor GL Reports toolkit to help your business generate clear and comprehensive general ledger reports that provide visibility into your financial performance. A general ledger report is a financial tool that summarizes all of a business’s financial transactions, is organized by account type, and provides a comprehensive record of account balances.

The General Ledger module is linked to all aspects of business operations. By mastering it, you can achieve better financial reporting. Ig gives you the ability to record and report on finances from throughout your ERP system with no repeat data entry.

The Chart of Accounts (COA) feature shows up to 20 user-defined segments. This makes it possible to record, store, allocate, and report financial data with granular control.

The Fastclose Financial Intelligence feature helps you build reports on customer and project profitability. You can break down your data between multiple sites or branches to compare performance easily.

The multiple books function can help you build unlimited financial books, seamlessly combined into a single consolidated report for a unified financial truth. You can also build multiple financial schedules, which will be compiled gracefully into your GL reports. From tracking subsidiaries to forecasting to consolidations, GLreports is a great way to compile your financial insights and remove needless complexity from the process.

6. Enform

Business forms play a vital role in operations and data management. EnForm is the Encompass Solutions answer to the Epicor Standard Style business forms. Enform makes it possible to improve your forms with superior formatting, unified data types, and clear, detailed information to empower more efficient and integrated paperwork management. Enform Reports improves Epicor’s Standard Style business forms for any organization that uses the Epicor Kinetic ERP system.

EnForm Reports makes use of a more modern style of document that is both pleasing to see and easier to read for both your workforce and business partners. Users can also hide unused form fields to streamline formatting and improve the readability of each form in every use case across your business operations.

EnForm reports transform the Epicor Standard Style of forms to make better use of each page. We ensure word-wrapping occurs less often than standard reports while maintaining sufficient white space for clarity and optimal legibility. This means fewer pages that you need to print per report while ensuring the same level of usefulness and detail. Each report appears as a new option in the Report Style field to help you print reports with ease, using fewer pages for an eco-friendly update across the board.

7. Custom Reporting

Epicor also makes it possible to design custom reports based on needs that are not predicted by common Epicor Kinetic use cases. Custom reporting allows you to tailor your reports and dashboards any time out-of-the-box tools do not quite align with your needs.

Building custom reports requires more attention to detail and fine-tuning your report’s data curation and dashboard assembly. However, with the tools available and the comprehensive source-of-truth data within the Epicor EPR system, you will be able to create valuable data insights and presentations based on the unique needs of your business, operations, projects, collaborations, and goals.

Custom reporting makes it possible for a company to operate outside of standard procedures, whether you are innovating new internal operations or planning industry-disruptive strategies. Reports are valuable no matter your purpose, and custom reports with Epicor reporting tools will empower your progress.

Unlock Powerful Insights with Epicor Reporting Tools

Epicor ERP empowers comprehensive business management and collects a treasure-trove of both real-time and historical data in the process. Epicor’s powerful reporting tools put that data at your fingertips with intuitive charts, reports, dashboards, and ways to put the data to work through label creation, GL reports, and standard forms. Encompass Solutions is an expert Encor ERP consultant who can help you get more from your ERP infrastructure, tools, and more.

To receive more information about these reporting tools, see this guide, or to see a live demo, fill out a form here: https://content.oldencompass.sevenagesdesign.com/encompass-solutions-erp-edi-consulting-rfq-request-a-demo

Contact us for a personalized consultation on how we can improve your Epicor implementation.

12
Feb 2025
26

Revolutionizing the Shop Floor: How AI and Automation in ERP Drive Manufacturing Success

AI and automation are changing shop floor operations in today’s manufacturing world. Automation has been around for a

Revolutionizing the Shop Floor: How AI and Automation in ERP Drive Manufacturing Success

Blog , , , , Ashley Limbers

AI and automation are changing shop floor operations in today’s manufacturing world. Automation has been around for a while, handling repetitive tasks and streamlining workflows. But now, AI is taking things up a notch—adding intelligence, learning, and adaptability to the mix. When you combine these two in an ERP system, manufacturers don’t just get a smooth system. They get one smart enough to adjust, predict issues before they happen, and make real-time decisions.

So, what’s the difference between AI and automation? How do they work together? And why should manufacturers care? Today, we’ll explore how automation and AI in manufacturing each offer something unique. We’ll also explain why integrating both is essential for anyone ready to level up their shop-floor operations.

AI vs. Automation: Key Differences

Discuss automation and AI and why both are vital on today’s manufacturing floor, especially within an ERP system.

Automation is the backbone of most ERP systems, handling repetitive tasks that follow set rules. Think about task scheduling, inventory forecasting, and production tracking—these reliable, rule-based functions keep the wheels turning. Take Epicor ERP as an example. Automation jumps in without human input when it’s time to update stock levels or trigger production orders. It’s quick, predictable, and great for saving time on tasks that don’t change.

AI, however, is in a league of its own. It moves beyond the limitations of rule-based routines by analyzing vast data sets and using machine learning to deliver deeper insights. AI can spot patterns and make predictions that go beyond simple automation. Imagine it identifying potential production delays based on weather data or adjusting schedules based on predicted demand fluctuations. With AI, your ERP system doesn’t just follow instructions; it learns and adapts, improving decision-making over time.

The key distinction here? Automation is about performing consistent, routine tasks efficiently, while AI brings intelligence and adaptability into the mix. When you combine both within an ERP, you get a system that doesn’t just work harder but also works smarter. ERP is the central platform, integrating automation’s speed and AI’s insight to streamline shop floor operations in real-time. This partnership between AI and automation turns the ERP into a powerful tool for managing and optimizing every aspect of the manufacturing floor. It truly gives you the best of both worlds.

AI on the Shop Floor: Practical ERP Applications

AI on the shop floor isn’t just about futuristic tech. It’s solving real, everyday challenges in ways traditional systems couldn’t dream of. Here’s how AI-enabled ERP is changing the game in three key areas:

  1. Predictive Maintenance: Picture this: machines that practically tell you when they need attention. With AI in your ERP, you can analyze machine data to predict when maintenance is due. Instead of waiting for breakdowns, your system flags potential issues before they happen, setting off automated alerts for repairs. This predictive approach means fewer surprises, less downtime, and smoother operations all around. Plus, it extends the lifespan of equipment, helping manufacturers save on replacement costs and reduce interruptions.
  2. Quality Control: Manufacturing quality control issues don’t stand a chance with AI’s ability to use image recognition and data analysis within ERP systems. AI-powered tools can scan products in real time, spotting defects early. By catching these issues before they pass the production line, AI helps keep standards high and prevents costly rework, letting you maintain consistent quality without slowing down production. This real-time detection also enables quicker responses to issues, ensuring customers receive a reliable, high-quality product every time.
  3. Inventory and Demand Forecasting: Imagine always having the right stock at the right time. With AI-driven ERP, your system analyzes historical data and market trends to predict future demand. It adjusts inventory levels accordingly, automatically replenishing stock when needed. This means no more excess inventory gathering dust—and no more stockouts that hold up production. The result? Reduced waste, lower costs, and an optimized supply chain allow manufacturers to improve profitability while meeting customer demands seamlessly.

AI in ERP is far more than just a nice system. It’s an innovative, powerful tool for optimizing shop floor operations in real-time. Whether predicting maintenance, ensuring product quality, or managing inventory, AI makes your ERP more intelligent and responsive, giving you a serious edge in today’s competitive manufacturing landscape.

Integrating AI with ERP Automation: The Best of Both Worlds

When you combine ERP with AI, magic happens on the shop floor. Together, they handle routine tasks and adapt, predict, and respond to changes faster than ever. Here’s how this powerful combo works:

Enhanced Efficiency

Imagine your ERP system scheduling tasks and adjusting those schedules based on live data from the supply chain. That’s what happens when AI steps in. With AI-enhanced data processing, ERP systems become smarter, adjusting production schedules and resources in real-time. Did a sudden change in supply? No problem—AI and automation keep things running smoothly without missing a step.

Data-Driven Decision Making

AI’s insights go beyond simple reports. AI learns from data to guide more intelligent automation within an ERP platform. Your workflows start adjusting independently, whether reordering supplies or adjusting machine workloads based on current demand. It’s like having a team of digital analysts constantly fine-tuning operations to ensure production and supply chain activities stay on track.

Case Study Example

Let’s look at a manufacturer. By integrating AI with their ERP, they’ve created a seamless flow where inventory levels update automatically based on predicted demand, ensuring they have exactly what they need without overstocking or running short. Production schedules also adjust dynamically, responding to real-time factors like supply chain disruptions or shifts in demand. Quality inspections have become more proactive, with AI catching potential defects early to maintain high standards and reduce costly rework.

The result? Less downtime, minimal waste, and a significant boost in productivity. This manufacturer didn’t just save time—they positioned themselves to thrive in a fast-moving industry with the agility to adapt to market demands, the efficiency to cut costs, and the foresight to anticipate and tackle challenges before they impact operations. Using AI-powered ERP, they’re not just keeping up but staying ahead of the competition.

With AI and automation working together in ERP, manufacturers gain an efficient, flexible, and ready-to-adapt system. This combination turns challenges into opportunities, giving manufacturers a real edge in a world where agility and efficiency mean everything.

Implementation Challenges and Considerations

Bringing AI into an ERP system sounds like a game-changer—and it is—but it comes with its challenges. Here’s what manufacturers should keep in mind to make the transition smooth and effective:

Integration with Existing Systems

Aligning AI tools with current ERP automation isn’t always plug-and-play. Manufacturers must ensure AI can work seamlessly with shop floor machinery and processes. This means choosing AI tools that mesh with legacy systems to avoid disrupting workflows. Think of it as bringing in a new team member who needs to play well with others from day one.

Data Requirements

AI doesn’t just run on any data; it needs clean, high-quality, and structured data to deliver reliable insights. AI can’t provide the actionable results you’re after without good data. For manufacturers, this means investing time and resources in organizing and refining data inputs so that AI-enhanced ERP systems can perform at their best. The quality of your data directly affects the quality of your AI-powered decisions.

Training and Skills Development

AI is more than a system add-on; it’s a new way of operating. To get the most out of AI-enhanced ERP systems, the workforce must know how to work with them. This means training employees to understand AI-driven insights, adapt to data-driven processes, and harness automation for smarter decision-making. Developing these skills ensures that employees feel confident and empowered, making the transition to AI smooth and beneficial for everyone.

Implementing AI in ERP isn’t without hurdles, but by focusing on these critical areas—compatibility, data quality, and training—manufacturers can set up their teams and systems for success. The payoff? An operation that’s agile, data-driven, and ready for the future of manufacturing.

Why AI and Automation Are the Future of Manufacturing

Bringing AI and automation together through an ERP system isn’t just an upgrade—it’s a complete shift in manufacturers’ operations. When you have AI’s predictive power working hand-in-hand with automation’s efficiency, you get a shop floor that’s agile, adaptable, and ready to handle whatever comes its way. From predictive maintenance to dynamic inventory management, AI-enhanced ERP gives manufacturers a natural edge in making faster, smarter decisions that reduce downtime and optimize every step of production.

Combining AI and automation is essential in a world where responsiveness and efficiency are key. Manufacturers who adopt this tech now will lead the industry, stay ahead of the competition, and set themselves up for a future where smart, data-driven operations are the standard.

Encompass Solutions brings deep industry expertise and a commitment to tailoring Epicor ERP solutions that meet the specific demands of modern manufacturing. With a track record of helping manufacturers integrate AI and automation seamlessly, we understand the unique challenges and opportunities on the shop floor.

Ready to explore how AI-powered ERP can transform your shop floor? Contact Encompass Solutions to learn more about custom ERP solutions that bring the best AI and automation to your manufacturing process. Together, let’s build the future of smart manufacturing.

14
Nov 2024
14

Optimize Warehouse Performance and Accuracy with Epicor Wireless Warehouse

Managing a warehouse isn’t easy. From slow order processing to manual errors and inefficiencies, these common issues can

Optimize Warehouse Performance and Accuracy with Epicor Wireless Warehouse

Blog, Warehouse Management , , , Ashley Limbers

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.

23
Jul 2024
19
woman and man manufacturing floor

Maximizing Your Business with an Epicor Business Process System Review

The nature of manufacturing industries requires one to get the best out of the Enterprise Resource Planning (ERP)

Maximizing Your Business with an Epicor Business Process System Review

Blog , , , Ashley Limbers

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.

19
Jul 2024
15
Financial health

Why Manufacturing Leaders Value a Financial Health Check

Made-to-order and engineered-to-order manufacturers have an important role in the global supply chain, providing products that suit the

Why Manufacturing Leaders Value a Financial Health Check

Blog , , , Ashley Limbers

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.

08
Jul 2024
24
ERP vs. QuickBooks

ERP Vs. QuickBooks: Choosing the Best Solution for Your Business

Accounting might not be a favorite topic, but it’s essential for your team and business. The days of

ERP Vs. QuickBooks: Choosing the Best Solution for Your Business

Blog, ERP , , , , Ashley Limbers

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.

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