About Sean Balogh

A marketing professional working hard to deliver relevant and engaging content to audiences in education, technology, and manufacturing.


Spreadsheet Server works as an intuitive Microsoft add-in providing live reporting and analysis from your Epicor ERP into Excel. Save time and reduce risk by eliminating manual reporting processes.

 

About Encompass Solutions

Encompass Solutions is a business and software consulting firm that specializes in ERP systems, EDI, and Managed Services support for Manufacturers. Serving small and medium-sized businesses since 2001, Encompass modernizes operations and automates processes for hundreds of customers across the globe. Whether undertaking full-scale implementation, integration, or renovation of existing systems, Encompass provides a specialized approach to every client’s needs. By identifying customer requirements and addressing them with the right solutions, we ensure our clients are equipped to match the pace of the Industry.


Watch this animated video and discover how Spreadsheet Server increases the Excel-based reporting efficiency in your organization.

 

About Encompass Solutions

Encompass Solutions is a business and software consulting firm that specializes in ERP systems, EDI, and Managed Services support for Manufacturers. Serving small and medium-sized businesses since 2001, Encompass modernizes operations and automates processes for hundreds of customers across the globe. Whether undertaking full-scale implementation, integration, and renovation of existing systems, Encompass provides a specialized approach to every client’s needs. By identifying customer requirements and addressing them with the right solutions, we ensure our clients are equipped to match the pace of the Industry.


Watch this video and learn how to master your Excel-based financial reporting with Spreadsheet Server. Access data with customizable drill-downs, and analyze the transactional level by looking at invoices or attachments stored in the ERP, directly from Excel. Schedule report generation and delivery to any stakeholders efficiently.

 

About Encompass Solutions

Encompass Solutions is a business and software consulting firm that specializes in ERP systems, EDI, and Managed Services support for Manufacturers. Serving small and medium-sized businesses since 2001, Encompass modernizes operations and automates processes for hundreds of customers across the globe. Whether undertaking full-scale implementation, integration, or renovation of existing systems, Encompass provides a specialized approach to every client’s needs. By identifying customer requirements and addressing them with the right solutions, we ensure our clients are equipped to match the pace of the Industry.


Before implementing Spreadsheet Server, Caymas Boats was using Epicor ERP’s standard reports alongside Epicor XL Connect, a Microsoft® Excel® add-in, for their more in-depth and custom reporting needs.

Tyler Smith, the Senior Accountant at Caymas Boats, says that while the team liked using Epicor XL Connect when it came time to create or modify their reports, they had to rely on outside consultants because report writing still required a level of technical expertise.

 

About Encompass Solutions

Encompass Solutions is a business and software consulting firm that specializes in ERP systems, EDI, and Managed Services support for Manufacturers. Serving small and medium-sized businesses since 2001, Encompass modernizes operations and automates processes for hundreds of customers across the globe. Whether undertaking full-scale implementation, integration, or renovation of existing systems, Encompass provides a specialized approach to every client’s needs. By identifying customer requirements and addressing them with the right solutions, we ensure our clients are equipped to match the pace of the Industry.


Are you looking for a better way to manage your Excel data and associated reporting? Spreadsheet Server helps you bridge the gap between your company data and insightful reports, saving time by streamlining analytic processes in a secure environment.

With the full power of Excel, Spreadsheet Server allows you to mix GL and non-GL data from multiple platforms into a single worksheet. Work with real-time data from your ERP to create financial and operational reports with the ability to drill down into detail.

Customers who have not used XL Connect or Spreadsheet Server previously will get 20% off the license price, or 10% off the subscription/SaaS price when buying Spreadsheet Server and paying annually. In addition, these customers can receive 20% off the implementation services delivered by Epicor directly.

Must purchase between 6/1/2021 and 09/30/2021.

Limited-Time Offer to Combine the Familiarity Of Microsoft® Excel® with The Power of your Epicor Data

Customers who have not used XL Connect or Spreadsheet Server previously and registering for the Virtual Summit online event in August 2021 will get 35% off the license price, 15% off the subscription/SaaS price, and 20% off implementation services delivered by Epicor directly.

Must purchase between 8/15/2021 and 08/31/2021. Register for the Virtual Summit using this link.

Real-Time Reporting that Connects to Epicor Data Directly in Excel

Spreadsheet Server works as an intuitive Microsoft add-in providing live reporting and analysis from your Epicor ERP into Excel.

Save time and reduce risk by eliminating manual reporting processes:

  • Real-time connections and reporting across multiple sources, directly from Excel
  • Create reports without relying on IT or expensive consultants
  • Drill down to sub-ledger detail in your Epicor ERP platform
  • Access time-saving, pre-configured queries from your peers via a cloud-based library
  • Combine and report on data from multiple sources to show the big picture.
  • Automate the distribution of reports to reduce the month-end effort
  • Get up and running fast with an easy install for short time to value

About Encompass Solutions

Encompass Solutions is a business and software consulting firm that specializes in ERP systems, EDI, and Managed Services support for Manufacturers. Serving small and medium-sized businesses since 2001, Encompass modernizes operations and automates processes for hundreds of customers across the globe. Whether undertaking full-scale implementation, integration, or renovation of existing systems, Encompass provides a specialized approach to every client’s needs. By identifying customer requirements and addressing them with the right solutions, we ensure our clients are equipped to match the pace of the Industry.


Epicor understands that as an aerospace and defense (A&D) manufacturer, you must identify, consider, and respond to a new set of challenges each day. Change in this industry is a given; managing the change with tools and services to distinguish your business from local and global competition is fundamental.

With increasing pressure to reduce prices in a business climate of expanding raw material costs and reduced labor availability, businesses like yours are streamlining and adopting new technology to automate business processes for more competitive lead times and to reduce waste in the organization.

Epicor for Aerospace and Defense is a global enterprise resource planning software solution designed for manufacturing organizations that supply products and services to the aerospace and defense industry.

 

About Encompass Solutions

Encompass Solutions is a business and software consulting firm that specializes in ERP systems, EDI, and Managed Services support for Manufacturers. Serving small and medium-sized businesses since 2001, Encompass modernizes operations and automates processes for hundreds of customers across the globe. Whether undertaking full-scale implementation, integration, or renovation of existing systems, Encompass provides a specialized approach to every client’s needs. By identifying customer requirements and addressing them with the right solutions, we ensure our clients are equipped to match the pace of the Industry.


Proactivity is vital to improving quality management. With real-time visibility into quality and compliance—at every step and across all stakeholders—an organization can tip the balance from reactive to proactive. Epicor Advanced Quality Management (AQM) can act as your intelligence gateway into global performance—objectively and truthfully delivering the information you need on all things quality. Reporting and analytics are built into the Epicor AQM solution to provide on-the-fly data visualization and deep analysis of multiple measures, across different processes, and for all levels of the enterprise—providing the insights to help you meet quality objectives.

 

About Encompass Solutions

Encompass Solutions is a business and software consulting firm that specializes in ERP systems, EDI, and Managed Services support for Manufacturers. Serving small and medium-sized businesses since 2001, Encompass modernizes operations and automates processes for hundreds of customers across the globe. Whether undertaking full-scale implementation, integration, or renovation of existing systems, Encompass provides a specialized approach to every client’s needs. By identifying customer requirements and addressing them with the right solutions, we ensure our clients are equipped to match the pace of the Industry.


An overview demonstration of the Advanced Production Management module within Epicor Kinetic.

 

About Encompass Solutions

Encompass Solutions is a business and software consulting firm that specializes in ERP systems, EDI, and Managed Services support for Manufacturers. Serving small and medium-sized businesses since 2001, Encompass modernizes operations and automates processes for hundreds of customers across the globe. Whether undertaking full-scale implementation, integration, or renovation of existing systems, Encompass provides a specialized approach to every client’s needs. By identifying customer requirements and addressing them with the right solutions, we ensure our clients are equipped to match the pace of the Industry.


An overview demonstration of the Advanced Material Management module in Epicor ERP.

 

About Encompass Solutions

Encompass Solutions is a business and software consulting firm that specializes in ERP systems, EDI, and Managed Services support for Manufacturers. Serving small and medium-sized businesses since 2001, Encompass modernizes operations and automates processes for hundreds of customers across the globe. Whether undertaking full-scale implementation, integration, or renovation of existing systems, Encompass provides a specialized approach to every client’s needs. By identifying customer requirements and addressing them with the right solutions, we ensure our clients are equipped to match the pace of the Industry.


Overview demonstration of Epicor Quality Management System (QMS), powered by ETQ Reliance. Epicor QMS is helping manufacturers deliver first-in-class delivery with quality from start to finish. Enable your customers to eliminate manual quality processes and reduce product defects and rework, increasing traceability and auditability. You can also access the full webcast here.

 

About Encompass Solutions

Encompass Solutions is a business and software consulting firm that specializes in ERP systems, EDI, and Managed Services support for Manufacturers. Serving small and medium-sized businesses since 2001, Encompass modernizes operations and automates processes for hundreds of customers across the globe. Whether undertaking full-scale implementation, integration, or renovation of existing systems, Encompass provides a specialized approach to every client’s needs. By identifying customer requirements and addressing them with the right solutions, we ensure our clients are equipped to match the pace of the Industry.

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