MORE THAN SETUP: HOW EPICFORCE TECH BUILDS PROCESS AROUND EPICOR®

More Than Setup: How Epicforce Tech Builds Process Around Epicor®

More Than Setup: How Epicforce Tech Builds Process Around Epicor®

Blog Article

Introduction: Setup Alone Is Not Success

For many businesses, the journey with Epicor® begins with a clear goal: implement a powerful ERP system that brings operations under one roof. But as soon as the technical setup is complete, a critical gap often appears—teams don’t know how to use the system effectively, and processes don’t align with how the ERP was configured.

This disconnect is common. The issue isn’t with the software. It’s that ERP success doesn’t stop at go-live—it starts there. Implementation without process alignment is like building a factory without a production line. The tools are there, but they’re not connected.

At Epicforce Tech, we go beyond configuration. We help you design and embed the business processes that bring your Epicor® system to life. This blog explores how we transform ERP from a static system into an engine that drives real business performance.

Section 1: Why Setup Alone Fails to Deliver Value

1.1 The Myth of “Turnkey ERP”

Many companies expect that once Epicor® is installed and configured, the results will follow. But simply having modules turned on doesn’t mean your teams are ready to use them.

A technically sound implementation can still fail if:

  • Workflows are unclear

  • User roles don’t reflect real responsibilities

  • Processes aren’t adapted to the system

  • Training is generic or rushed

  • Reporting isn’t tied to decision-making

1.2 Common Symptoms of Misalignment

After go-live, businesses often experience:

  • Confusion around task ownership

  • Process bottlenecks and manual workarounds

  • Inconsistent data due to poor usage

  • Underutilized features

  • Frustrated users and rising support tickets

These aren’t software problems—they’re process problems. That’s why setup is only half the job.

Section 2: Our Philosophy — ERP Should Mirror How You Work

We believe ERP should adapt to your business, not the other way around. That’s why process building is at the heart of our implementation model.

At Epicforce Tech, we don’t just ask, “What does the system do?”
We ask, “What does your team need to do, and how can Epicor® support that?”

Our goal: a system that reflects your workflows, empowers your users, and scales with your goals.

Section 3: How We Build Process Around Epicor® — Step by Step

Our process-driven implementation approach ensures your ERP system becomes a true operational platform—not just a tool.

Step 1: Business Process Discovery

Before we configure anything, we invest time in understanding your operations:

  • Departmental workflows and handoffs

  • Role responsibilities and accountability

  • Decision-making flows

  • Bottlenecks, duplicate efforts, and pain points

  • Manual processes that should be automated

We build visual process maps that guide both system setup and future training.

Step 2: Configuration That Reflects Process

Most consultants configure systems based on default templates or guesswork. We configure based on how your business actually operates.

Examples include:

  • Creating meaningful user roles and security rules

  • Setting up approval chains that match management structures

  • Automating tasks to reduce manual entry

  • Aligning part classes, GL rules, and product hierarchies to real operations

  • Structuring modules based on actual usage—not just licensing

The result? Users open Epicor® and see exactly what they need, nothing more, nothing less.

Step 3: SOPs and Process Documentation

Process doesn’t live in someone’s head. It should be:

  • Documented clearly

  • Easily accessible

  • Role-specific

  • Consistently followed

We build standard operating procedures (SOPs) that define how each process should flow in Epicor®—step-by-step. We also create handbooks for departments, user manuals for new hires, and quick-reference guides.

Documentation isn't an afterthought—it’s a foundation.

Step 4: Hands-On, Role-Based Training

Generic “ERP training” doesn’t work. We train users based on:

  • Their actual tasks and KPIs

  • Their access and screen layouts

  • The exact processes defined for their department

  • Common errors they’re likely to encounter

We provide job-specific training that empowers teams to confidently use the system in real scenarios. This boosts adoption and reduces support needs.

Step 5: Live Testing and Scenario Walkthroughs

Before you go live, we simulate actual workflows:

  • End-to-end process walkthroughs

  • Data entry, approvals, and reporting cycles

  • “What-if” edge cases and exception handling

  • Departmental handoffs across modules

  • Inventory movement, fulfillment, or job scheduling simulations

We make sure every process works—with your data, your people, and your environment.

Step 6: Feedback Loops and Process Refinement

After launch, we continue to support and improve:

  • Monitoring which processes are working

  • Identifying skipped steps or workarounds

  • Gathering user feedback

  • Updating documentation as needed

  • Scaling and optimizing workflows as the business grows

ERP is not static—it evolves. And your processes should evolve with it.

Section 4: Real Results — Building Process Into Epicor®

Client Example: National Equipment Distributor

Challenges:

  • Epicor® was configured, but users weren’t using it

  • Orders were processed outside the system due to complexity

  • Reporting was inconsistent and error-prone

What We Did:

  • Mapped all order-to-cash workflows

  • Reconfigured roles and security to reduce screen clutter

  • Created SOPs for sales, logistics, and finance

  • Trained staff on their exact Epicor® screens and tasks

  • Built dashboards for order tracking and margin visibility

Results:

  • 100% order processing adoption in Epicor®

  • Time to fulfill reduced by 30%

  • Clean, real-time sales margin reports

  • Improved interdepartmental accountability

Section 5: Why Most Implementations Don’t Include Process Building

If building process is so important, why do so many consultants skip it?

  • It takes time and collaboration

  • It requires operational and technical expertise

  • Many firms focus on software, not business

  • Clients often don’t realize it’s missing—until it’s too late

At Epicforce Tech, we’ve made process-first implementation our core differentiator. We believe in delivering systems that work—not just function.

Section 6: What Happens When You Align System + Process

When business process design is integrated into Epicor® implementation, you get:

  • Faster and smoother go-lives

  • Higher user adoption

  • More accurate, consistent data

  • Clearer reporting and KPIs

  • Less time spent fixing errors

  • Confidence in system output

  • A scalable platform that supports growth

You don’t just install ERP—you build a system that runs your business.

Section 7: Post-Go-Live Process Maturity

We continue supporting clients long after go-live. Why? Because as your business grows, your processes change.

Our support includes:

  • Quarterly process reviews

  • Identifying inefficiencies based on system usage

  • Introducing automation based on actual activity

  • Helping you scale processes to new teams or regions

  • Refining user roles and responsibilities

Epicor® is a long-term investment. So is process design.

Section 8: When Should You Involve Epicforce Tech?

If any of the following sound familiar, you’ll benefit from our approach:

  • “Our ERP is live, but we’re still using spreadsheets.”

  • “Everyone uses Epicor® differently.”

  • “There’s no documentation or standard workflows.”

  • “New users take weeks to onboard.”

  • “Reports don’t reflect what’s really happening.”

  • “We’ve automated tasks we don’t understand.”

Whether you're pre-implementation or already live, it's never too late to build the right process.

CTA: Ready to Build More Than a System?

At Epicforce Tech, we believe that setup is only the beginning. Real success comes when people, process, and platform align.

If you’re planning a new Epicor® implementation, struggling with adoption, or preparing for an upgrade—let’s talk about how we can help you build more than software. Let’s build operations that perform.

???? (888) 280-5585
???? info@epicforcetech.com
???? www.epicforcetech.com

Conclusion: Epicforce Tech Turns ERP Into Operational Excellence

ERP implementation is a milestone—but it’s not the finish line. Without processes designed around your business, even the best-configured system will fall short.

At Epicforce Tech, we go beyond setup. We partner with your team to build, document, and optimize the processes that make your Epicor® system work the way it should—efficiently, consistently, and strategically.

Because at the end of the day, software doesn’t drive performance. Process does. And Epicforce Tech helps you build it right.

Report this page