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Benefits and Insights

Why use Epicor ERP?

Key differentiators & advantages of Epicor ERP

  • Accessible: Epicor ERP is available both as an on-premise and a cloud-based solution, meaning that businesses can select the deployment method that best suits their specific needs. The cloud-hosted version of this product is accessible anytime and anywhere as long as an internet connection is available. The program can also be accessed on Android and iOS mobile devices. 
  • Integration Ability: This program can be integrated with a range of software offerings and modules. For example, it works well with Microsoft Office applications and uses Excel as the basis for its financial planner tool. This customization and integration ability lets companies personalize the solution to adhere to specialized needs. 
  • Boost Revenue: Real-time visibility and reporting features are included in this tool, making it easier for companies to recognize and make use of actionable insights. For example, the ability to visualize machine downtime and other snags in the production system can help a business create a plan for reducing that downtime and optimizing the manufacturing process, therefore boosting revenue. 
  • Increase Productivity: Epicor ERP integrates and automates workflows among various aspects of a business. By reducing the time that employees spend on tasks that could be automated by the solution, productivity can be gained. For example, the financial management tool can make sure that a business is compliant with tax regulations automatically so that the financial team can expend energy on different tasks. 
  • Reduce Spoilage: This program contains forecasting and demand planning features that enable companies to anticipate the number of materials that will be needed to fulfill customer requests. This tool can help reduce item spoilage and the inability to complete orders due to having insufficient materials on hand. 

Industry Expertise

Epicor ERP 10 is a suitable solution for businesses in a variety of sectors that are in search of a solution that will integrate operations across the company. However, it does contain specific functionality for the manufacturing, distribution, retail, automotive, service, lumber and building materials sectors.

Key Features

  • Customer Relationship Management: Epicor ERP’s CRM platform includes contact management, case management, marketing management and lead management. It allows users to sync customer data with Microsoft Office products so that information is available even when a user is offline. It also enables the tracking of ROI and the success of marketing campaigns, therefore making it easier to assess which techniques work and which ones don’t. 
  • DocStar ECM: DocStar ECM is a document management solution that integrates with Epicor ERP to give users control throughout a document’s lifecycle. It contains the ability to import different file types, extract data, track revisions as they occur and develop record retention policies. It also provides dynamic security aspects to ensure privacy and compliance with regulations. 
  • Planning and Scheduling: This feature includes demand forecasting and long-range planning to help businesses reduce spoilage and optimize production. It contains multi-site management functionality that allows for the management of production across different plants, companies and offices. The tool also includes visualization of factors such as outside resource availability, capability-based scheduling and resource optimization. 
  • Project Management: Epicor ERP gives users control over their projects. It uses resource management, billing and project planning capabilities to ensure that contract requirements and accounting standards are adhered to throughout a project. It also provides reporting, project analysis and notification tools to make the project management process easier. 
  • Human Capital Management: This feature gives employees control over the management of their own goals and achievements. It also provides visibility of any gaps that must be filled, organizational needs and the current talent resources employed in a company. The program integrates with various payroll and benefits vendors to facilitate employee payment. 
  • Business Intelligence and Analytics: Epicor ERP lets its users build dashboards that have drill-down capabilities to gather actionable insights. The solution also contains the ability to visualize and monitor machines by sending alerts related to efficiency, scrap rates and machine conditions. It includes descriptive, diagnostic and predictive analytics tools to assist users in obtaining relevant information across business processes. 
  • Financial Management: This product contains basic financial management tools in addition to the ability to automate tax compliance. It also helps businesses adhere to financial and legal regulations while adapting to new standards as they are introduced. The included financial planner tool further benefits businesses through its ability to automate collation and to develop unlimited budgets using Microsoft Excel. 


Limitations

As with any software solution, Epicor ERP does have its limitations. They pertain to factors such as available functionalities, automation technology and ease of use.

Here are a few of the pitfalls to keep in mind before making your software decision:

  • Doesn’t provide strong business intelligence tools
  • Doesn’t contain a comprehensive finance module
  • Doesn’t support automatic printing of jobs and backlogs
  • Doesn’t feature standardized process flowcharts
  • May be complex to use for people who aren’t as tech-savvy


Epicor ERP 10 Suite Support

Epicor ERP provides a range of support and training options to its customers. Users can select from online or on-site classroom training and also leverage online knowledge bases to gain experience with the system. Tickets and support are also available via email and online submission.


mail_outlineEmail: An online chat feature allows customers to speak with Epicor agents. If an agent is not available, the feature enables users to send emails instead.
phonePhone: Epicor has support offices located in states such as Texas, California, New York, Pennsylvania and Ohio. Users can call local offices via phone, with specific numbers listed on Epicor’s contact page.
schoolTraining: Epicor provides training support through its online customer support center, EPICweb, which offers 24/7 access to information, resources and services including customer account information, online Knowledge Base, product documentation and downloads, online forums and communities. The Epicor Education platform provides on-site and virtual classroom training, eLearning resources, user conferences, learning management systems and technical and end user reference guides.
local_offerTickets: Support tickets can be opened online through the EpicCare portal. Cases can be submitted 24/7 through this feature.


Cost of Ownership for Epicor ERP 10

License/Subscription Cost On-premise:
  • Cost is based on a named user license model where each license is tied to a specific user
  • On-premise deployment requires an upfront fee to own the software and IP for a fixed term, plus implementation/installation, maintenance, system upkeep overtime, customization and third-party integration costs, which are over and above the license fee
  • 10% to 15% is the typical rate of perpetual or renewal licensing for ERP systems
Cloud-based/SaaS:
  • Based on recurring subscription-based model: per user, per month
  • Over the course of a year, subscription fees typically add up to about 20% to 30% of the cost of the Epicor ERP 10 on-premise deployment
  • Cost varies based on the number of named user licenses that the organization requires, the level of access users require, the number of applications, the size and type of organization and the level of customization required
Maintenance Cost On-premise:
  • Cost is over and above the license fee
  • Requires ongoing maintenance plus ongoing upgrade support, which involves additional cost
  • Users have to enter into an agreement for annual support and maintenance. The cost usually falls in the range of 10% to 20% of the original license fee
Cloud-based/SaaS:
  • Not included in the subscription cost
  • There is an additional cost for ongoing maintenance and upgrades
For both types of deployment:
  • Cost varies depending on the number of users
  • An additional cost for upgrading the software is charged for new releases, which are essential for the system to remain fully functional
  • New additions to hardware and software are an additional cost
  • Epicor provides full upgrade packages, ad-hoc services, technical consulting and early-stage project planning assistance for those who choose to upgrade on their own
Installation/Implementation Cost For both types of deployment, the cost is over and above the subscription cost


  • Cost varies based on the number of users, system architecture, implementation scope and complexity, company size, industry and third-party integrations
  • Third-party services are priced at 30% to 35% of the system cost
  • Additional applications and customizations increase the implementation cost
  • Involves human resources cost during the implementation phase, as companies may need to onboard temporary workers to replace the users who will be working on the ERP project
  • Cost varies depending on who provides the implementation services: Epicor, in-house or outsourced/third-party
Customization Cost For both types of deployment, cost varies depending on additional applications and modules, such as Financial Management, Maintenance Management, Multi-company Management, Product Data Management and Supply Chain Management. Size and type of organization also influences the cost


  • The larger the organization, the more additional customizations are required and the more expensive the ERP implementation can become
  • Heavy customization increases the total cost of ownership (TCO)
Data Migration Cost/Change Management/Upfront Switching Cost Cost varies depending on which legacy system is used (an older, proprietary system vs. disparate systems), the amount of business and historical data to be migrated to the new ERP system and the intensity of data migration


  • Additional licenses are purchased separately for the Database Management System of ERP. Cost of these licenses are not included in the implementation cost
Recurring/Renewal Costs The standard license renewal fees for an ERP is between 10% and 15% of the software cost


On-premise:
  • Annual recurring fees are paid over and above the upfront cost for annual renewal, upgrades, ongoing support and maintenance, customization, third-party integration and training
Cloud-based/SaaS:
  • Renewal cost is included in the subscription fee, based on the number of users, add-on user licenses, ongoing support and maintenance, customization, third-party integration and training
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