About Sean Balogh

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

19
May 2021
0

Epicor Customization Upgrades For Manufacturers | Epicor Kinetic

As part of the transition to the new user experience in Kinetic (the new name of Epicor ERP),

Epicor Customization Upgrades For Manufacturers | Epicor Kinetic

Epicor , , , , , , , , , , , , , Sean Balogh

As part of the transition to the new user experience in Kinetic (the new name of Epicor ERP), we have a path to upgrade your existing customizations in the Classic user interface to low/no code configurations in Application Studio. Bring your business current with the new Epicor customization upgrades process.

Epicor Customization Upgrades Process

Your existing customizations are not going away when you upgrade to Kinetic 2021. They will continue to work in the Classic user interface alongside the Kinetic UX forms you have enabled, so you can adopt the new user experience at your own pace without business disruption.

During your upgrade to version 2021, you will have the opportunity to upgrade your Classic customizations to the new user experience. We’ll guide you during the transition with resources and programs to facilitate the upgrade and end-user adoption process.

Get familiar with Application Studio with easy access to education and helpful resources from the application. Also, Epicor Learning Center offers training on different Application Studio elements and use cases so you can become proficient with the tool.

The process is simple and can be broken down into the following four steps:

Upgrade

The customization conversion will run during your upgrade to 2021. Classic customizations that have a Kinetic UX equivalent will be automatically converted to a layer in Application Studio.

Convert

After your upgrade, you’ll be able to review the status of the converted customization layers in the new Configuration Upgrade Dashboard. Some UX components will come over automatically and some may need rework.

Verify

Review the issues and use Application Studio to update them or go back to the Win Form to update and then run the conversion program again. Check the Conversion Workbench Logs to review details about the converted layers.

You can also engage with our Technical Services Team at this stage so they can do the rework for you.

Deploy

Once the conversions are verified and issues are fixed you can deploy them to the menu.

That’s all there is to it! You can get started or learn more about the process by contacting your Encompass Customer Account Manager.

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.

19
May 2021
0
Epicor ERP Report, Fact Sheet, and Infographic Resource Directory banner

Manufacturing Customization Upgrades | Epicor Kinetic

As part of the transition to the new user experience in Kinetic (the new name of Epicor ERP),

Manufacturing Customization Upgrades | Epicor Kinetic

Fact Sheets , , , , , , , Sean Balogh

As part of the transition to the new user experience in Kinetic (the new name of Epicor ERP), we have a path to upgrade your existing customizations in the Classic user interface to low/no code configurations in Application Studio.

 

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.

18
May 2021
1
Epicor ERP Report, Fact Sheet, and Infographic Resource Directory banner

Industrial Equipment Manufacturing Solutions | Ultra Consultants | Epicor Kinetic

Industrial Equipment Manufacturers face complex business challenges. Especially Now. It’s always been difficult to effectively manage parts, production,

Industrial Equipment Manufacturing Solutions | Ultra Consultants | Epicor Kinetic

Reports , , , , , , , , , , Sean Balogh

Industrial Equipment Manufacturers face complex business challenges. Especially Now.

It’s always been difficult to effectively manage parts, production, people, and products. And today, in the wake of the COVID-19 pandemic, it’s even harder. Supply chains continue to be unsettled. Distribution channels are disrupted. Costs are rising.

The solution – in good times and bad – is to become more efficient: Fix broken business processes. Eliminate workarounds and manual make-dos. Integrate core systems. Control inventory spend. Streamline the supply chain. Reduce overall costs and improve cash flow. Achieve transparency and visibility into every aspect of operations.

To do these things, you need the right ERP solution. But what is the best solution for your organization?

That’s the challenge. Because answers can turn into more questions. Because every organization is different. And because no company handles any phase of operations – estimating, configuration, orders, changes, planning, manufacturing, quality, purchasing, inventory, distribution, shipping, sales, and field service – the same way.

 

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.

12
May 2021
0
Epicor ERP Cloud Validation Bundle for life science and medical device manufacturing

Epicor ERP Cloud Validation Bundle for Life Sciences and Medical Device Manufacturers

To compete, manufacturers in regulated industries need to be agile and innovate at a high velocity. Epicor® ERP

Epicor ERP Cloud Validation Bundle for Life Sciences and Medical Device Manufacturers

Epicor , , , , , , , , , Sean Balogh

To compete, manufacturers in regulated industries need to be agile and innovate at a high velocity. Epicor® ERP is a leading manufacturing platform for life science manufacturers as it offers the product traceability, system controls, and more needed to respond to your growing business while allowing you to meet regulatory challenges. The availability of critical business systems in the cloud improves your ability to compete. Cloud enables both business agility and the increased speed at which technology is delivered to better meet business needs for innovation. Additionally, the Epicor ERP Cloud Validation Bundle for Life Sciences offers a cloud solution designed to reduce the risk of compliance with support for the software validation needs of FDA-regulated businesses.

Epicor ERP Cloud Validation Bundle Benefits

As a Life Sciences Manufacturer, take advantage of the benefits of the cloud with reduced risk of compliance:

  • Stay current in the cloud with an annual upgrade cadence for extended validation testing and documentation.
  • Ensure your business is ready for every upgrade by leveraging customer-proven best practices that minimize disruption.
  • Meet demands for high growth with flexible cloud solutions, easily scalable and adaptive to current and future business needs.
  • Drive strategic business outcomes with an Epicor ERP Cloud system to better align with your organizational goals.

FDA 21 CFR Part 11 Compliance Requires Validation of Software

Companies must validate that the software and systems used to create and maintain electronic records and signatures can ensure the integrity of the electronic results and information. This is done through software validation. The guidance offered by the FDA for software validation is in terms of installation qualification (IQ), operational qualification (OQ), and performance qualification (PQ). The Epicor ERP Cloud Validation Bundle for Life Sciences supports IQ documentation on your Epicor cloud solution to supplement IQ documentation for internal systems within your validation plan.

Validation Documentation Available with the Bundle

The Epicor ERP Cloud Validation Bundle for Life Sciences supports IQ documentation on your Epicor cloud solution to supplement IQ documentation for internal systems within your validation plan.

Note: You are responsible for IQ validation documentation and testing of any installed software and devices at their location. Also, as you are responsible for your validation state, Epicor makes our documentation available for review. The following reports are available:

  • Epicor ERP IQ Software Validation Plan (VP): VP-01
  • Epicor ERP IQ Software User Requirements Specification (URS): URS-02
  • Epicor ERP IQ Software Risk Management Plan (RMP): RMP-03
  • Risk Assessment / Failure Modes and Effects Analysis (FMEA): FMEA-04
  • Epicor ERP IQ Software Risk Management Report (RMR): RMR-05
  • Epicor ERP IQ Software Functional Requirements (FR): FR-06
  • Epicor ERP Installation Qualification (IQ) Software Validation: IQ-07
  • Epicor ERP IQ Software Validation Summary Report (VSR): VSR-08
  • Epicor Managed Hosting SOC 1 Type II Report
  • Epicor Cloud ERP SOC 2 Type II Report
  • Epicor SOC 2 Bridge Letter

Cloud Elements of the Bundle

The solution is a bundled offering that comprises the following cloud elements:

  • Epicor ERP Public Cloud U.S. Government Option
  • Epicor Public Cloud Validation Environment with Public Cloud Premium for your dedicated validation testing
  • IQ documentation and audit inquiry support in the event of customer or FDA audit
  • Extended validation cloud cadence of one year to provide additional time for validation documentation and testing

Epicor ERP Cloud Validation Bundle for life science and medical device manufacturing environments

Figure 1: Epicor ERP Cloud Validation Bundle for Life Sciences. Note the solution is available in Azure Government Cloud and that additional environments are available but must be enhanced with a corresponding Premium Pilot Extension to match your solution set.

Cloud Upgrade Cadence for the Epicor ERP Cloud Validation Bundle for Life Sciences

Supporting the needs of the life sciences business with a software upgrade cadence that delivers time for added testing is built into the solution. Users will have stages for planning, validation testing, reporting of issues that impact validation, and regression test time for their validated processes. They will also need to test their non-validation processes such as financial transactions. Below is a diagram that outlines a sample cadence for the solution. In addition to a one-year cadence for major releases, the solution will offer a quarterly update that is made available in the pilot environment the month before making it available in the live environment.

Epicor ERP Cloud Validation Bundle for life science and medical device manufacturing upgrades

Get Started With Epicor ERP Cloud Validation Bundle

Business leaders balance the pace of business innovation, fluctuating demand, and regulatory compliance requirements when deploying new technology. Reducing the risk of change in these environments provides greater business resiliency with the added benefit that the cloud delivers, including the ability to stay current with technology to drive greater results. Epicor uniquely understands the needs of a life sciences manufacturer with cloud-based ERP. You need the flexibility and control to run your business your way while benefiting from the cloud technologies and business models that fit.

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.

11
May 2021
0
epicor wayfinder epiccare support epicor kinetic

Epicor Wayfinder | EpicCare Support Services | Epicor Kinetic

If you don’t already know, Epicor users have access to EpicCare. This is Epicor’s customer self-service portal that

Epicor Wayfinder | EpicCare Support Services | Epicor Kinetic

Epicor , , , , , Sean Balogh

If you don’t already know, Epicor users have access to EpicCare. This is Epicor’s customer self-service portal that enables the submission of issues, tickets, service requests, case creation, and more. As part of this service, there is a useful tool called Wayfinder.

What is Epicor Wayfinder

Epicor Wayfinder is a component of the EpicCare portal that shows Epicor users information about billing, contracts, service requests, and more.

The tool is a great resource for users with questions about their maintenance contract, current license ownership, and supply requests.

Epicor Wayfinder Components

With over 75 unique data points available to users, Epicor Wayfinder can help you find critical information with just a few clicks. You can also modify account information, like business name changes, billing address changes, invoice recipients, and the like.

Here is a list of all the various information you can locate or request using Epicor Wayfinder. Keep in mind, that you will need to be logged into your EpicCare account to access the following links.

ACCOUNT AND BILLING SERVICES

ACCOUNT MAINTENANCE

BILLING REQUESTS

CASE MANAGEMENT

GENERAL

PRODUCT MANAGEMENT

MAINTENANCE INQUIRY

FINANCE

LICENSE AND MEDIA

CUSTOMER EXPERIENCE

SALES

EPICOR UNIVERSITY

EPICOR USERS GROUP

EPIC WEB

INSIGHTS

SOFTWARE-GENERIC

UPGRADE SERVICES

SUPPORT

PROFESSIONAL SERVICES

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.

07
May 2021
1
Epicor ERP Report, Fact Sheet, and Infographic Resource Directory banner

Epicor ERP Cloud Bundle For Life Sciences – Fact Sheet – Epicor Kinetic

To compete, manufacturers in regulated industries need to be agile and innovate at a high velocity. Epicor® ERP

Epicor ERP Cloud Bundle For Life Sciences – Fact Sheet – Epicor Kinetic

Fact Sheets , , , , , , , , , , , , , , , , , , , Sean Balogh

To compete, manufacturers in regulated industries need to be agile and innovate at a high velocity. Epicor® ERP is a leading manufacturing platform for life science manufacturers as it offers the product traceability, system controls, and more needed to respond to your growing business while allowing you to meet regulatory challenges. The availability of critical business systems in the cloud improves your ability to compete. Cloud enables both business agility and the increased speed at which technology is delivered to better meet business needs for innovation. Additionally, the Epicor ERP Cloud Validation Bundle for Life Sciences offers a cloud solution designed to reduce the risk of compliance with support for the software validation needs of FDA-regulated businesses.

 

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.

07
May 2021
0
epicor customer webcasts for may 2021

Epicor Customer Webinars for June 2021 – Epicor Kinetic

Below you will find a listing of all the currently scheduled Epicor customer webinars for June 2021. Epicor

Epicor Customer Webinars for June 2021 – Epicor Kinetic

Epicor , , , , , , , , , Sean Balogh

Below you will find a listing of all the currently scheduled Epicor customer webinars for June 2021.

Epicor Kinetic Webcast

Kinetic: A webcast on everything related to the user experience transformation ahead of the Kinetic (the new name for Epicor ERP) 2021.1 release. During this webcast, customers will learn about adopting the new UX, a phased roll-out approach, education and training resources, and a Kinetic UX demonstration.

Kinetic

·         Date: Tuesday, June 1, 2021

·         Time: 1:00 pm – 1:45 pm CST

Epicor Application Studio Webcast

Application Studio: A webcast on the process to upgrade your classic customizations to the new user experience in Kinetic 2021.1. During this webcast, customers will learn about how to make the move from customizations to low/no code configurations done in Application Studio, the benefits that come with it, and the resources available to support them in this journey.

Application Studio

·         Date: Thursday, June 3, 2021

·         Time: 1:00 pm – 1:45 pm CST

Epicor Cybersecurity Webcast

Cyber Security: A webcast on cloud-based ERP and Epicor security controls. During this webcast, customers will learn about gaining peace of mind with antimalware, redundant backups, and disaster recovery, isolating enterprise systems to reduce the risk of ERP data exposure, controlling access with multi-factor authentication controls, complying with industry regulations such as ITAR and CMMC and extending protection to include local machines and other hardware.

Cybersecurity

·         Date: Thursday, June 24, 2021

·         Time: 10:00 am – 10:45 am CST

Epicor 1 EDI Source Webcast

1 EDI Source: A webcast on the new Amazon eCommerce Connector from Epicor EDI (formerly 1 EDI Source). During this webcast, customers will learn about how the connector automates order processing and automatically updates the inventory levels on Amazon from Kinetic so customers receive a better online buying experience while also automating manual order entry processes.

Epicor EDI

·         Date: Tuesday, June 29, 2021

·         Time: 1:00 pm – 1:45 pm CST·

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.

06
May 2021
3
Epicor ERP Case Study Resource Directory banner

Pattison Sign Group – Case Study – Epicor Kinetic

Pattison Sign is a full-service sign manufacturing company in North America, with locations in Tennessee and Ontario. They

Pattison Sign Group – Case Study – Epicor Kinetic

Case Studies , , , , , , , Sean Balogh

Pattison Sign is a full-service sign manufacturing company in North America, with locations in Tennessee and Ontario. They specialize in creating electronic message centers, LED displays, digital signs, and traditional signage. Pattison Sign takes care of signage needs from beginning to end, manufacturing, installation, ongoing maintenance, and repair for some of the most well-known brands worldwide. These brands include Hilton, Jaguar, Waldorf Astoria, KFC, MassMutual, and more.

 

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.

06
May 2021
1
an image banner for epicor erp ebook resources

Data and Analytics for Manufacturers – eBook – Epicor Kinetic

In an industry like manufacturing that’s remained the backbone of economies all over the world for centuries, change

Data and Analytics for Manufacturers – eBook – Epicor Kinetic

eBooks , , , , , , , , , Sean Balogh

In an industry like manufacturing that’s remained the backbone of economies all over the world for centuries, change has always been a constant. After all, transformation is at the heart of manufacturing, utilizing the resources and raw materials of the world to create objects that are more valuable than the sum of their parts. But in 2021, the world’s most valuable resource isn’t something that can be formed into a shape. Well, not exactly.

In just about every industry you could think of, data and analytics have changed the way business is done in ways that still don’t seem possible. It’s changed the way publishers distribute information, the way banks buy and sell assets, and the way advertisers reach new audiences. And in this short but sweet e-Book, we’re going to show you what data can do for you and your manufacturing operation. Imagine if information technology didn’t require an IT professional to process it. Imagine creating products that customers want, before they even know that they want them. Imagine machines that tell you they need repairs, months before they break down.

These might sound like futuristic fantasies, but in factories across the country, all of the above is already happening. And with modern Enterprise Resource Planning ERP software, capable of mining and processing data and analytics for all aspects of your business, they could begin happening at your factory as well.

 

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.

06
May 2021
1
an image banner for epicor erp ebook resources

Solving Common Manufacturing Problems – eBook – Epicor Kinetic

Manufacturers have a tough job—even under ideal circumstances. There are so many complex steps required for a part

Solving Common Manufacturing Problems – eBook – Epicor Kinetic

eBooks , , , , , Sean Balogh

Manufacturers have a tough job—even under ideal circumstances. There are so many complex steps required for a part to get into the hands of a customer. And when things go wrong, sometimes it can feel like you’re fighting a never-ending series of fires. If the everyday challenges aren’t enough, demanding customers, supply chain disruptions, and shutdowns have forced manufacturers to adapt to change more rapidly than ever before. Instead of pushing against the same challenges, how can you break through and prosper?

Download Now

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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