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.
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:
Including topics such as:
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:The following legacy data records can be optionally migrated for an additional fee.
Other data may also be brought into your Epicor ERP system— and we’ll talk about your specific needs, and any additional costs associated that may be associated with this optional service very early in the project.
In addition to these free educational resources, Express clients are eligible to register for classes hosted through Epicor University. (Note: Some Epicor University classes have an associated fee.)
To ensure that this test environment feels just like “the realthing”, each month we refresh that test environment with a copy of your production data—providing a realistic test environment that is built on copies of your own Chart of Accounts, Customers, Inventory Items, Bills of Materials, and more.
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
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.
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