Watch this short video (4:15) and learn how to collect credits efficiently, assisted by an intelligent rule-based engine. Forget your manual to-do lists and focus on the next best task!

 

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.


The U.S. manufacturing industry is on the cusp of a digital revolution. The Internet of Things (IoT) and machine learning have the potential to bring about impressive digital transformation.

However, these advantages might miss the mark because of a talent shortage. Manufacturing also suffers from an image problem that the C-suite needs to work on.

Here is a look at the U.S. manufacturing landscape and prescriptions to overcome the labor challenges we have faced in recent years.

 

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.


For manufacturers, simplifying your business process and streamlining your organization is a constant concern. Whether you’re just starting or are actively growing, making improvements to challenges like supply chain visibility, production, and product delivery can put you on a path to greater success.

 

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.


As we continue making progress through the Kinetic journey, more reports and processes are available to our customers to test and provide important feedback that shapes Epicor ERP Kinetic innovations. Providing early access helps us drive user adoption among Epicor ERP Cloud and On-premise customers.

The program has been designed and developed to engage with customers and work through Kinetic based workflows by individual personas.

For Encompass, the goals of the program are to help us become Kinetic champions, drive customer adoption, and provide us with additional opportunities to engage with customers and help them through the Kinetic transformation journey.

For Epicor users, this is their chance to have their opinions heard as subject matter experts to inform the overall design of the tools, and their governing processes, and to make sure Kinetic is a product that works for them.

Epicor ERP Kinetic User Experience Program Outline

A brief outline of how the Epicor ERP Kinetic User Experience Program is structured can be viewed below.

Objective

Survey and Record user’s kinetic experience and report our observations working within the same framework as a Certified Epicor Partner on the following components:

  • Navigation
  • Content
  • Presentation
  • Performance

The effort is focused on change management and the new Kinetic design framework/user interface that Epicor will be rolling out in future releases.

The data this program seeks to capture and use to inform the evolution of the Kinetic Design Framework:

Comparison to legacy interface

  • Performance
  • Functionality
  • Usability

On user Adoption and buy-in

  • Are users “in” when it comes to the functionality provided by the current system?
  • If not, what needs to change to get buy-in?

Metrics/KPIs from which to draw insight

  • Task completion
  • Time on task
  • Sentiment

Currently Completed Epicor ERP Kinetic Personas

Personas are synonymous with a professional’s role within a company. The following personas are complete or nearly complete in terms of the functionality of Kinetic form and workflow design.

Finance

  • Accounts Payable
  • Accounts Receivable
  • Tax Accountant
  • Treasurer
  • CFO
  • General Accountant/Controller

Inventory

  • Shipping
  • Inventory Manager
  • Warehouse Manager

Manufacturing

  • Planner/Scheduler

Projects

  • Project Manager

Many dozens more personas are remaining that are being developed and will require future testing. They will be added to the program as soon as they are at least 80% complete.

How To Participate In The Epicor ERP Kinetic User Experience Program

Following our invitation, users will need to confirm their interest to participate with their Customer Account Manager (CAM).

Following confirmation, users will then receive instructions from the Encompass Solutions, Inc. (ESI) development team on how to gain access to the development environment and proceed with testing.

This participation requests certain recording activities (webcam and audio sharing) and consents to inform the overall user experience when working with these newly developed tools, but webcam and audio recordings are not required for participation. Screen recording is required as a component of the program to track the user’s progress through the Kinetic workflows and inform further development and improve the overall user experience.

The Process will be split into four sections, which are as follows:

  • Review Prerequisites – For a customer to review before beginning, screen recording software (required), webcam and audio sharing (optional), program guide and overview documents review, printer access (optional), test environment 10.2.700 or higher (higher versions have more forms available), access to the internet (Chrome browser), 1 hour per persona activity.
  • Demographics – A LinkID will be created to be linked to the persona, testing, and surveys.
  • Persona tests – Testing activities
  • Exit survey – Final thoughts and feedback

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.


Technology is ever evolving and so is our software. We are continuously innovating to deliver the solutions that your business needs to stay competitive now and in the future. Kinetic is the transformation journey to provide a modern user experience that is aligned with the standards you expect when using your favorite consumer-grade applications. The Kinetic User Interface is modern and intuitive. Kinetic simplifies your everyday tasks by showing the most relevant data, so you can make decisions faster. Epicor Application Studio provides the ability to tailor the applications in a cloud-friendly, upgraded resilient way that requires low/no 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. 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.


Many businesses sell products that can be customized—for example by color, size, material, and much more. With products such as these, the number of possible combinations the customer could choose can rapidly rise to thousands or more. To help manage this complexity, Epicor now offers a native web configuration tool—the Epicor Web Configurator (EWC)—that utilizes the Kinetic design and framework. Epicor Commerce Connect (ECC) includes this configuration tool and configurator module that provides a fast and efficient mechanism to display all product options on a page. This allows your customer to easily choose their product specifications without the stress of having to navigate through multiple pages to find the combination that best meets their needs.

 

About Encompass Solutions

Encompass Solutions is a business and software consulting firm specializing 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 the Industry.


A collection of the most frequently asked questions, submitted by customers, regarding the Kinetic Design Framework Preview Program. This information is valid up to Epicor ERP version 10.2.600.

 

About Encompass Solutions

Encompass Solutions is a business and software consulting firm specializing 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 the 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 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 the 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 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 the 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 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 the Industry.