Encompass and Bezlio partner on many projects aimed at enhancing performance through better utilization of barcode systems. For years the gold standard on the shop floor has been to use dedicated barcode scanners to replace time-consuming and error-prone manual keyed entry. Unfortunately, many mobile applications require the user to verify that they are in the correct field prior to scanning a barcode and then re-checking after the scan to ensure that the correct data was entered into the correct field. This removes some of the efficiency of the system because it requires the user to be constantly going between the handheld unit and the task that they are performing.

Adding Field Qualifiers For Barcodes’ Labels

The first efficiency that you can add is by adding field qualifiers to your barcode labels. These can then be interpreted and the data can be automatically filled into the correct data fields instead of relying on the user to have the correct fields selected. Most customers benefit from adding an automated process in their purchase order receipt process to print off an internal label which can be added onto any raw material received. This process ensures a consistent label format for all internal transactions.

The below carton label is printed by the customer as a finished good label, they have listed their part number, job number that produced it, and the quantity in the carton. By having this information to perform inventory movements, pick for shipping or assign a product to a shipment the user can simply scan the three barcodes, have it entered into the correct fields automatically, and complete whatever transaction they are performing.

singleBox   

Adding Non-Visual, Dynamic Feedback

The next efficiency that can be added is providing non-visual feedback to the user. When the user has scanned the necessary data to perform the transaction, you can add an audio or vibration cue for them so that they can focus more on the task than providing constant visual verification of the process. 

These simple changes can provide a dramatic improvement of data integrity and employee efficiency for shop floor operations, but to quote Steve Jobs “one more thing…”

Most modern handheld devices including smartphones or the latest generation of mobile computers for shop floor applications such as the Zebra TC7x and TC5x series include a camera. Now while shop floor selfies may not have a use yet, the camera can still add substantial value to shop floor processing efficiency.

Many of us have used the barcode scanning applications on a smartphone, the problem is that they are much slower than a traditional barcode scanner, they are unwieldy to use, and are not appropriate for the most part in a shop floor environment due to these issues. But that is for scanning one barcode, instead of using the camera you can scan all of the barcodes at once. Using our customer barcode at the top, let’s say to add that box to a picking process the user would need to scan the 3 individual barcodes to pick that box as they put it into a cart. Using that exact image above, we can extract all 3 barcodes our simultaneously and then by using either their data qualifiers or by using their relative locations on the label we can pick with a single operation.

Now scanning efficiency with data qualifiers and a quality feedback mechanism to the user means that often times scanning a single box with a dedicated barcode scanner will be quicker than taking a picture, but there is nothing that limits the transaction to a single box. Take for instance the illustration below:

multiBox

Scanning each of those barcodes although efficient would mean that you would have to perform a transaction for each box. By using the camera we could either choose to perform that transaction on all of them simultaneously, or provide the user with a touch based interface where we present all of the data that we gathered from the image (each box) and allow them to select the boxes that they would like to perform the transaction on. This increases process efficiency dramatically by having a single step to perform many complex operations.

barPhone

In this case, working from our photo we’ve extracted all of the labels that were visible. From there we’ve created a mobile UI in the Ionic framework allowing the user to select the cartons they would like to pick and pick all of them in a single operation.

Hopefully, this inspires some of you out there to look at what else mobile devices can do to increase employee efficiency for shop floor operations. If you have any thoughts or questions please feel free to reach out and we’ll help however we can!

About Encompass Solutions

Encompass Solutions is a business and software consulting firm that specializes in ERP systems, EDI, and Managed Services support for Manufacturers and Distributors. 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 Industry.


Excel continues to be such a key tool in business today, that Enterprises of all sizes – big and small – use it extensively. It is such a universally known tool that despite the sophistication of many other available programs, it is fair to say that Excel is very much at the heart of the workplace, particularly in Financial departments. The rub is that Financial data and other important metrics normally are held in your Company’s main IT system, ERP and Enterprise Management Database. So what if you could create and refresh reports in Microsoft® Office Excel®, combining ERP data with additional lookups and calculations to get the answers you need without the usual challenges of gathering source data and refreshing reports? This is where Epicor XL Connect comes into the picture.

An image of a tall building and the text "epicor xl connect".

Epicor XL Connect

The XL Connect solution is designed with pre-packaged content packs for Epicor ERP but is also available for other ERP Platforms. We have helped many customers implement this bridge between their enterprise source data and Excel.

With XL Connect, you can access real-time data from your ERP system with built-in functions that let you combine ERP data with non-ERP data, run lookups or calculations, and arrange and format data exactly as you want.

For the technical users, here’s what’s happening under the hood.

When you launch the XL Connect client, it reaches out to an Admin File Share. This is typically on a server, but technically it’s just a basic file share that can be copied anywhere.

When you drag in a function from the XL Connect tree view to your MS Excel spreadsheet, you are simply reaching out to an SSRS Report Server to grab the corresponding XL Connect report, and then pulling in data from your data source, which could be for example an Epicor database, so that you can populate the report in your spreadsheet.

XL Connect can be licensed for users who can run drill-downs, and also for developers who can build advanced, cross-platform queries that can be run directly from Microsoft Excel.

For more information about XL Connect please click here. We are happy to help!

About Encompass Solutions

Encompass Solutions is a business and software consulting firm that specializes in ERP systems, EDI, and Managed Services support for Manufacturers and Distributors. 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 Industry.


From time to time I’ve needed to have a popup form appear on an Epicor form to ask the user to take some action or enter information. Since the toolbox does not have “EpiForm” as a choice, the form and its controls have to be programmed. This is not a big deal, though you do have to take the time to get the controls all laid out the way you want.

Of course, programming entails changing the code, running it, seeing where things are, changing the code to fix, repeat. I have some formulas I use to help speed up the process but I still typically need to do some fine-tuning by hand. Also, keep in mind: If you need to create events associated with the controls, you’ll have to code them manually.

Another option is to use Visual Studio to build the form, adjust the items where you want them, and then take the associated form.cs file and copy the code into your program.

Since you don’t always have Visual Studio an alternate approach came to me. When adding an EpiCombo box to a grid column, I add an EpiCombo to my screen someplace, adjust the properties so that it gets the list of values I want using the BO. Then I hide it before associating with the grid column.

How To Create Your Epicor Pop-up Form

It occurred to me I should be able to do a similar thing with controls for my popup. So, when I need a popup form, I do the following:

  1. Add a sheet to the screen using the Sheet Wizard 
  2. Next, Add a groupbox to this sheet that is the same size as the popup form you will be using
  3. After that, add the controls that you need to the group box, locating them where you need them. Since the groupbox is the same size as your form the location information will be the same.
  4. Change any properties on the control, such as EpiBinding, if appropriate 
  5. In the Initialize code section make the sheet invisible 
  6. Create your popup form as usual except you just need to add the controls you created above, no need to set their location or size etc.

myPopupForm= new EpiForm();

myPopupForm.Size = new System.Drawing.Size(700, 500);

myPopupForm.StartPosition = FormStartPosition.CenterScreen;

myPopupForm.Controls.AddRange(new Control[] {grdEchoOrders, 

btnOK,

btnCancel,

txtProgress);

myPopupForm.ShowDialog();……

If needed you can use the event wizard to add events for any of these controls; there is no need to code them manually. The controls are also global so you can reference them anywhere in the code.

About Encompass Solutions

Encompass Solutions is a business and software consulting firm that specializes in ERP systems, EDI, and Managed Services support for Manufacturers and Distributors. 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 Industry.


I’ve been reading many opinion articles lately about New Year ERP implementations. Namely, shooting for the New Year, January 1, as the day the new software goes live. None of them had a particularly rosy outlook on that goal: Your employees, if they’re not all still on vacation, won’t be back into the rhythm of things after the holidays, will still have work to attend to and catch up on, and so on.

I agree, it seems impractical, maybe even impossible. But this is where Encompass shines. In fact, we are, RIGHT NOW, taking four of our clients to Go-Live over the new year on their brand new Epicor ERP 10 systems. It can be done, and done well! Here are some of our tips and tricks we keep in mind while we get our clients running right out of the gate.

Consider This For New Year ERP Implementations

If you’ve got your sights set on a New Year Go-Live, consider these important factors to make your implementation and subsequent onboarding a much smoother process.

Strong Employee Support

It’s not a bad idea to postpone a launch of new software until everyone at the organization has had the time to settle back into the rhythm of the day-to-day, to catch up with outstanding items, and, of course, serving customers and processing deliverables. While all this means that there is less focus on system adoption, an external company such as Encompass can provide the support needed to take your users through it successfully and painlessly.

Walking Before Running

Some argue that business is slower at the start of the year, and that there are not enough transactions happening that will test the full functionalities of the system, or allow it to run at full capacity. This is a good thing! Your team, already spreading their focus onto ramping back up into the new year, won’t be under pressure to process orders while learning the new handles, or to do so at full speed. Rushed mistakes are costly to any company!

Change Management

Preparedness is key. Before the New Year begins and the switch happens, you need to be ready for it, and that also means being ready when things start to go wrong. Our post on Change Management provides a glimpse at the solutions we can help provide.

Feel the Fear

… And do it anyway! Rip the band-aid off, tell your dad to let go of the bike seat, jump right in the deep end. The best way to learn something is to do it, so don’t mistake hesitating for preparing. The time you lose waiting is time you could be using learning and improving.

We at Encompass Solutions would like to wish all of you a smooth and successful start to the New Year!

About Encompass Solutions

Encompass Solutions is a business and software consulting firm that specializes in ERP systems, EDI, and Managed Services support for Manufacturers and Distributors. 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 Industry.


Tis’ the season for the 12 steps of Fiscal year planning for the 12 periods of the fiscal year. Get these steps out of the way so you can enjoy your holiday with peace of mind.

 

For those in need of a rundown of what a fiscal year (FY) is, it is a period that any company or government uses for accounting purposes. Financial statements are prepared according to the dates that make up that organizations FY. This may or may not align with a standard calendar year. The IRS recognizes that not all companies align their FY with a calendar and allows organizations to file as calendar-year taxpayers or fiscal-year taxpayers. You may hear this term used when referring to budgets, financial performance, and other accounting discussions.

Fiscal Year Period Accuracy

Here’s a brief guide to help you set up your FY period accuracy within your ERP system.

IF

  • At (Financial Management/General Ledger/ Setup/Fiscal Calendar/ Selected Calendar) Latest FY = Current FY+1

THEN

  • Go to the Twelfth Step

ELSE

  1. Add a New Fiscal year
  2. Enter End Date
  3. Save
  4. Check Number of periods and closing periods for accuracy (check for period 13 requirements)
  5. Go to Actions. If a Calendar period THEN Generate Periods
  6. Check data accuracy
  7. Generate Periods
  8. Save and Exit ELSE
  9. at (Fiscal Year/Fiscal Period/List tab)
  10. Enter period date ranges needed
  11. Save and Exit
  12. Have a Happy New Year!

About Encompass Solutions

Encompass Solutions is a business and software consulting firm that specializes in ERP systems, EDI, and Managed Services support for Manufacturers and Distributors. 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 Industry.


Industry veteran Patrick Miskill is bringing us a series of three blog posts about the nuts and bolts of the ERP system, namely what the deal is with data migration tools. For those of you who have been craving pure technical detail, these are for you. For those of you whose eyes glaze over in the face of phrases like ‘logical hierarchy’ or ‘object‐oriented‐design,’ don’t worry! Patrick lays it out as clearly as you’ll ever read it. 

After thirty years in the IT field, it becomes a lot harder remembering all of the software you’ve laid your eyes and hands on. I have used databases from Microsoft, IBM, Oracle, and other companies—some that don’t exist today, or have been swallowed up by the others, or some that no one remembers at all. One thing has remained the same though: Input‐Process‐Output.  Support tools come and go, getting relabeled, or “improved”, or put out to pasture, and I’ve learned to not believe the hype about some tools: anything other than Input‐Process­‐Output is usually lipstick on a pig. If it’s fancy with fancy words and it’s supported completely by the vendor it might be the real deal; otherwise, it’s junk and a complete waste of your valuable time.

Encompass, Epicor, And Data Migration Tools

Encompass is an Epicor Certified Platinum Partner because Epicor and its Data Migration Tool (DMT) live up to the hype. It’s used for not only loading data but for also updating and deleting existing Epicor data, and makes transitioning and overhaul incredibly easy. In a nutshell, the DMT uses spreadsheet templates that work just like the way data is organized within the Epicor ERP system. If you can use Excel (and who can’t?) you can load thousands of thousands of lines of information into the ERP.

Outside of the nutshell, well…

The DMT is designed in a logical hierarchy that mimics the data relations in the ERP system. It also takes advantage of the object‐oriented design of Epicor ERP and calls the very same programs (“business objects”) to complete a transaction, whether it is loading a single row into a simple code table, or loading thousands of rows into dozens of related tables. A user loads the raw data into an Excel spreadsheet following the “rules” for data formatting then runs the specific DMT program for that relation.  DMT reads the rows of Excel-based data and one‐by‐one, loads the data into Epicor ERP.

The bottom line: DMT is fully supported by Epicor and over the past 4 years I’ve worked with it, it gets better and easier to use. Nothing else in my thirty years has come close. DMT is absolutely essential to any Epicor ERP customer.

For my most recent real-world example that shows how flexible DMT is, I helped a client that had an on­‐going need to update their Method of Manufacture/MOMs based on business decisions related to the raw materials they used to build fabric belts. Let me know how fun this sounds: Imagine manufacturing a fabric belt 84 inches wide over 3,000 feet in length; the raw materials (giant spools of nylon and/or polyester thread) can weigh over two tons and can consume 100 times the length of the final product.

As market conditions changed and different raw materials were chosen to build the belts, the MOMs would have to be updated to reflect that change.

The nightmare I’m sure you’re imaging never came to be, thanks to the Epicor DMT. From loading open invoices to performing regular updates, data migration tools vastly simplified this time-­‐consuming and manually-­‐intensive task.  And, as more systems move to the cloud and IT resources become more of a commodity, it is inevitable that a company relies upon a technically savvy user (yes, we all know how many hats management expects us to wear!) to take on the role of “Dr. Data.”  DMT is built for exactly this purpose; it allows any user to easily insert, update or delete data in the underlying database without having to use the standard product programs.

About Encompass Solutions

Encompass Solutions is a business and software consulting firm that specializes in ERP systems, EDI, and Managed Services support for Manufacturers and Distributors. 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 Industry.


Does It Make Sense For IT To Own Your ERP Project?

Would you let your IT team lead your company’s next marketing campaign?  Would you let your IT team lead the installation and setup of your newest production machinery?  The answer is no. That’s because IT has little responsibility for increased sales or increased production. If that’s the case, then why are IT teams often placed in charge of leading the implementation of a business application that needs to be integrated into the processes of your company? An important question to ask yourself is: does it make sense for It to own my ERP project?

Why is it that most companies immediately assume it’s IT’s responsibility? Is it because it is software and IT is responsible for all software?  Is it because the application must be installed on a server or must be hosted at a remote location?  Is it because the application must be installed on user’s desktops or configured to connect to the internet?  Is it because they have the most available time to lead the implementation?  Even if all that is true, the fact remains that ERP is a business application and not an IT application.

Too often a company purchases an ERP application, expecting big returns and then place the success of the implementation in the hands of the IT team.  Too often, this assignment leaves the company ultimately frustrated with the results of the implementation.

an image of an IT professional frustrated with an ERP project

Why IT Shouldn’t Own Your ERP Project

There is a reason you are implementing new software and it is likely because your current software is not capable of doing the business processes your company currently performs.  Do not make the mistake of believing that the software will be installed and set up to work as your current ERP application.  The most successful ERP implementations are the result of hard work by a strong team of company leaders that span all of the company’s departments and have responsibility for the final results of the implementation.   That team-first must understand the current business processes and current company needs.  Next, the team learns how the new application performs business processes.  The team must then determine the gaps between existing processes and the functionality of the application to design a plan to overcome the gaps.  Afterward, they construct the new business processes and the manner in which they are accomplished in the new application.  Lastly, only after all business units have properly validated the application performance with company data is the application deployed.

In order to achieve a successful implementation of your ERP application, IT will be heavily involved in the rollout of the application and today many IT professionals have a very a strong understanding of the processes their company is seeking to achieve.  But the responsibility of the success of the implementation should be placed with a company leader that has the best project management skills, the greatest understanding of the company’s processes, and has a significant stake in the results of the implementation.

About Encompass Solutions

Encompass Solutions is a business and software consulting firm that specializes in ERP systems, EDI, and Managed Services support for Manufacturers and Distributors. 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 Industry.


Where To Begin With the Transition To ERP

Few things strike fear deeper into the hearts of people more than change. It doesn’t matter if they know the change will be good—“This system has never worked for us and a new, better one will improve our business,”—or bad—“We need to expand beyond our current system and it’s going to be very expensive and time-consuming.”—it’s still just changing. That means the whisper of the unknown growing louder and louder into a yell of “STOP!” Here’s what you can do to prepare for the transition to ERP.

Of course, the rest of the world isn’t stopping, no matter how loudly you ask it to. Your growing need to expand or improve will only keep you behind the rest of your industry if you don’t get to changing and leaving your legacy system behind. You can’t do too much planning or preparation before the transition, so the sooner you start the smoother your change will be. Here’s a general idea of what you can look forward to.

an image of making the transition to ERP

Examine Needs and Appropriate Software

First things first, ask yourself is the transition to ERP appropriate for you? The larger and more intricate a company is will increase the need for the cohesive organization and company-wide integration. Alternatively, a smaller company may do just fine with standard office software combined with strict processes and organization. Since you’re reading this on our website, we’re guessing you’re going beyond simple and have kicked around the idea of a transition to ERP territory. While we stand by Epicor as a flexible and robust system that can become a tool for any company, you owe it to your company to consider all options available (before you come back to us, of course).

Get Everyone on Board

Many business decisions are unilateral, but when it comes to the software that every one of your employees will be using every day, all day, you’re going to need their opinions. You’ll also need the backing of all of the shareholders as well, and to be blunt, the relationship between the software vendor and the people paying for its implementation can be quite rocky. Many of these partnerships are mediated by a third party project manager, and they can help the shareholders understand the scale of implementation—which can be expensive and take years to complete—and the software developers understand the specific needs of the company, often through employee feedback which a third party can keep anonymous.

Define Goals and Channels of Communication

Now that everyone is ready to move forward, it is time to define exactly where everyone will be moving to and when they should be there. The software vendor will need to work with the company on tempering realistic dates and achievable goals, and the company will need to work with the software vendor on providing information and process transparency, as well as ensuring employees are receptive and ready to be trained. Establishing clear avenues of communication between the project management, the company executives, employees, software vendor, and engineers are of paramount importance.

Expect Chaos

Everyone will be putting forth their best efforts to be clear and concise, to meet deadlines and goals. And despite everyone’s intentions and efforts, things will probably go wrong. It’s stressful and upsetting and the urge to point fingers and yell is going to grow, but it’s important to maintain some perspective: your company is being taken apart and put back together and when it’s over, it won’t look or work the same. It’s a major invasive surgery, it’s a complete overhaul. Be prepared to roll with the punches: the pain won’t last long!

Eliminate all Aspects of the Legacy

No matter how well a preexisting system might have worked beforehand, it has no place in a brand-new ERP system. Information needs to be transferred or archived and every aspect of its usability needs to be transferred to the new system. Having an old system remaining open or employees creating informal workarounds defeats the purpose of an ERP. The solution to any problem should never be having redundant systems, duplicating data entry, or wasting time reconciling the two differing systems. The company needs to make sure all employees are ready for the transition and have hopefully been listening to employee input so that the form and function of the system work for them.

Training, Responsibility, and Refinement

As the system creation and installation draws to a close, the team should look back on their progress and realize how far they’ve come in building and implementing the new system. If everyone has done their part they should feel a sense of ownership in the ERP system and this positive feeling will aid in the training and maintaining of the new system. This extends to the software vendor and the engineers as well, who will be providing a lifetime of IT support and will be aiding in the modification and refinement of systems in the future. Like any system, your ERP will work for you right out of the gate but as it is used over the months, your company will discover the parts that work better than others and processes that can be made more efficient with tweaking.

About Encompass Solutions

Encompass Solutions is a business and software consulting firm that specializes in ERP systems, EDI, and Managed Services support for Manufacturers and Distributors. 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 Industry.


What does it take to run a marathon? Beyond the shoes designed to perfect a runner’s stride, the clothing that frees movement and creates comfort, a diet of both quick and long-lasting energy, and mental preparation, there’s hours and hours of training, exercise, form drills, cardio, weights and more. All these months and months of hard work build towards an event that lasts just hours. An ERP system can be compared to a marathon runner in many ways.

The ERP System Marathon

Your ERP system is going to be running for more than just hours, yet the marathon runner comparison is worth considering. This is because an Epicor / Encompass ERP system can take things even further. Imagine a runner not only being perfectly trained and prepared for the run ahead but also having the ability to upgrade or change their shoes midstride. Not only this but also clothing that adapts to the weather to protect from rain or temperature. Add the benefit of nourishment to instantaneously energize their body and invigorate their muscles when the miles become tiring.

Planning is just one half of a system built for longevity; adaptation is the other.

Maybe you’re already starting to experience longevity problems with your existing ERP system. Do any of these sound familiar?

  • Your system is no longer supported. The tech is outdated, there are no more upgrades, and IT support is nonexistent.
  • Your company has expanded, grown, merged, or acquired, and your current system can’t scale.
  • Changing costs, goals, or structures necessitate moving funds away from IT systems and into other areas of the business.
  • An inflexible system is not allowing you to offer more or enhanced services or keeps your company from being agile and responsive.

These, in running terms, would be the twisted ankles, the worn-out shoes, the insufficient training, or the bad weather that slows you down. All these detriments can eat away at your personal best time or, even worse, cause you to drop out of the race altogether.

An ERP System To Go The Distance

The tools we create support the business and drive it forward; they don’t serve as a hurdle to be cleared. A solid ERP system with expert implementation will improve your company’s performance across the board with access to accurate data and seamless integration of all of your business’ systems. Combined with flexibility, scalability, and customized solutions, you will be in it for the long haul.

An Epicor / Encompass system is built with both decades worth of experience, bringing the training you need to run the marathon, and the latest technology, pushing you ahead of the competition, over the ever-changing landscape of your business, and across the finish line.

About Encompass Solutions

Encompass Solutions is a business and software consulting firm that specializes in ERP systems, EDI, and Managed Services support for Manufacturers and Distributors. 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 Industry.


if only henry ford had the benefits of epicor social enterprise

If Henry Ford and Thomas Edison had your email inbox, we’d probably ride horses to work and read our reports by candlelight.  Information is the brain fuel of our businesses, that much is true.  However, email, unnecessary meetings, and worse – constant interruptions – have turned that fuel into the business equivalent of the Twinkie.  You can live on Twinkies, but it’s not a good life. This is where Social Networking for ERP really shines. It reclaims your inbox, cleans the fluff out of your calendar, and allows you and your teams that ultimate modern luxury – Focus.  Below are two ways Epicor Social Enterprise will rock your business world. Want to know more about Epicor Social Enterprise? Get in touch using the contact us button below.

Focus – Epicor Social Enterprise Delivers Faster Results With Fewer Emails

Epicor Social integrates the most valuable features of social networking right into your ERP system. This means your activity stream built into Epicor shows you what you need to know, when you need it, exactly where you need to see it in order to do your job effectively.  Have a hot customer order that needs special babysitting?  Follow it. Concerned about your new product launch?  Track #MySuperAmazingProject using hashtags. Use callouts to send a question to the quality control team or accounting and bring them into the dialog.

The point is that Epicor Social gets work out of your inbox and back into the ERP system where the real work happens, anyway. Everything is linked.  Everyone that needs to be involved is involved. And everything has a context, so you jump right from the discussion into the Epicor record and do the work that needs to be done. Vitamin F(ocus) is a good thing.

Innovation – Let The Creative Juices Flow With Epicor Social Enterprise

If information is the brain fuel of your business, innovation is the lifeblood. Innovation is what allows you to respond to changing customer needs and position yourself successfully in a crowded marketplace. Innovation is amazing.

The problem?  Innovation is also tough.  You need geniuses, but they’re in short supply.  What most businesses have instead is an untapped collective pool of experience and ideas spread across the entire team and no way to harness it.

Epicor Social is the Juice-O-Matic that taps into your team’s creative juices. Does Sales love the idea?  Super. What does manufacturing say?  Bring those voices together, comment, vote, and move on. Companies that embrace social networking in ERP typically see an upswing in innovation, shorter process and decision times, better profits, and more on-time projects.  That’s how you measure lifeblood, and that’s what Epicor Social brings to your business.

Ford and Edison understood focus, collaboration, and innovation. So does Epicor. Let us know how we can help you evaluate Epicor Social tools and help you get out of your inbox and back into your business today.

About Encompass Solutions

Encompass Solutions is a business and software consulting firm that specializes in ERP systems, EDI, and Managed Services support for Manufacturers and Distributors. 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 Industry.