CLOUD DEPLOYED EPICOR ERP: EXPRESS BUNDLE SERVICES, EDUCATION AND SUPPORT OVERVIEW

EPICOR ERP: AN INSPIRED SOLUTION FOR INNOVATIVE COMPANIES

Our Express bundle provides the sophistication and capabilities of our award winning Epicor ERP, deployed in the cloud and optimized to serve the needs of small-to-mid sized manufacturers, distributors and service-centric businesses. Cloud deployment means no server headaches—no time spent installing or maintaining the system, no backups to worry about, and no capital tied up in your ERP deployment. The Express bundle is based around a simple monthly subscription model that allows you to focus on running your business—not your IT.

We’ve made going-live on Express straightforward too. This document is designed to help you understand a few things unique to the way that we help our Express clients get up and running quickly.

IMPLEMENTATION SERVICES

Alongside our Express bundle we provide “Fixed Price, Defined Scope” implementation services. Based on our success in rapidly deploying hundreds of companies just like yours, we’ve established implementation services that are designed to get you up and running quickly and provide all the confidence you need to maintain your system yourself.

Our Express implementation program is designed around a 30-hour project scope where we guide you through all the necessary steps to go live on Epicor ERP Express Bundle one-to-one. We know you want to understand how the system works, and ensure you’re capable of ongoing administration, so our objective is to work alongside you and coach you through every step—as you progress through the implementation checklist and make the key decisions about your implementation. When it’s time to go live, you’ll be well versed in the fundamentals of Epicor ERP.

You’ll be assigned both an Epicor Project Manager—who is responsible for managing the larger elements of your implementation and a dedicated Epicor Consulting professional whose job is to work side by side with the project leader from within your organization. Throughout this engagement we’ll work together and progress through system configuration options, customizations, loading of data, testing, and training users. Plus we’ll be fully engaged on go-live day, ready to provide any support your project manager or users need as they work through their first few weeks on the system. And because we deliver these services remotely, we can schedule around your availability and the pace you choose.

Details vary for each client—for example you might want a longer ‘conference room pilot’ if there is something very unique to your business processes, or you might find that we can reallocate a few hours otherwise associated with a ‘module’ that you’re not going to use. We typically see the 30-hour implementation project allocated something like this:

PREPARE – 5 HOURS

Including topics such as:

• Getting to know your business, and understanding your top priorities
• Defining the initial implementation plan, and key team member participation

CONFIGURE – 10 HOURS

Including topics such as:

• System setup training and administrator readiness
• Translating your business to the Express solution, and process optimization

VALIDATE – 10 HOURS

Including topics such as:

• Application training for users and administrators
• Quote to Cash Pilot (to verify setup)

DEPLOY – 5 HOURS

Including topics such as:

• Go-Live engagement
• First Month End support

DATA MIGRATION

A critical step in any implementation is to determine which, and how much historical information should be brought into your new system. Some historical data is critical to a successful system migration—but more isn’t always better when it comes to legacy data, so we work with clients to help them determine the right balance and ensure that we’re not recreating the limitations of your old systems into your new ERP.

Data migration is a collaborative project between your staff and Epicor. We’ll provide specially designed templates to populate with data from your old systems, and we’ll help you determine the best place for that data in the new system. Sometimes that’s into what we call ‘Master Tables’ (such as vendor and customer records), and sometimes that’s into fields we create specifically to house this older data, allowing you to look up older records in a historical-view mode. Clients migrating from other Epicor solutions may discover that some of their historical transaction data can also be migrated into the new Epicor system.

As with our implementation packages, data migration programs are fixed priced, fixed scope, and designed to get the data you need most into your new Express system, without cluttering it up with data that we’ve learned from experience most clients don’t need. You’ll be actively involved in this part of your implementation process—but as with every other step—the Epicor team will be there beside you coaching you though our best practices for data migration.

Our Express Data Migration package is focused on bringing into Epicor ERP the following legacy master data:

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OPTIONAL SERVICES

We’ll never hold you back! Worried that our bundled Express deployment plan might not be right for your business? Got a really ambitious idea for your Epicor ERP systems, or have unique reporting requirements that will require modification to the ‘out of the box’ reports in Express?

If you want a completely bespoke configuration, more time from our consultants, or a totally ‘unique to you’ deployment package, our team of professional services experts would like to talk. We’ve implemented thousands of on-premises and cloud systems, so chances are we can bring some great ideas to your company

GROWING BEYOND EXPRESS

A well deployed ERP system is a business growth engine—so it’s not surprising that Express customers occasionally come to us and ask for more capabilities than initially deployed. Upgrading from Express to a broader solution within the Cloud Deployed Epicor ERP portfolio is a straightforward process, and allows you to protect the investment you made to date in your Express system by allowing us to migrate and build upon your Express system.

From time to time our clients decide to move their cloud deployed system to their own network, bringing what was a cloud deployed solution on premises—and we make that easy too. With product and financial investment protection, Epicor ERP stands beside you regardless of your deploying in the cloud, on premises, or as a hybrid deployment.

Should you decide at the end of your subscription term that Epicor ERP isn’t the right solution for your business any longer, we’ll be there too. It’s always hard to say goodbye, but we understand that sometimes your needs change—and we’ll be sure that you get a copy of your data in a machine readable format for wherever you find yourself next.