Home » Epicor® Data Migration

“We are a growing Engineering and Manufacturing company within the Mail Order Pharmacy industry.  About a year ago, we purchased Epicor® 10 as a tool to help us grow the company and link all departments from a system point of view.  Epicor® sales presentation provided the proof that these goals would be met with this software. We fortunately found Jim Chance at PTS.  He has been working with us over the past quarter, with all of our testing and implementation (go-live) pain points.  He has spent many long hours with us onsite, understanding our company and our needs as it relates to Epicor®.  He is currently helping us to develop processes, procedures, forms, and BAQ’s for each end user and each department, on an as-needed basis.  I have found him and his team to be extremely knowledgeable in all areas within Epicor® – from production to finance – which has made him and his team extremely valuable to our company as we embark on this software implementation. ”

Saving the customer money…Customer spent $5K and saved $48k!!!

“On a cold winter Wednesday, I joined a metal fabrication conference in the Cleveland area.  We were led to a room covered in brown; the far wall lit up by a projector.  As I unpacked my laptop, trusty notepad and pen, I was approached by a man with a jovial smile.  The feeling that I should know him welled up inside me.  After taking a second glance at my nametag, he said, “we’ve worked together, but we’ve never met face-to-face.”  He went on to tell me how years prior we collaborated on a BPM that defaulted the correct shipping address for purchase orders according to the User-ID on the PO.  “Before you built that, about once a month, these huge semi-loads would arrive at our office building, over 400 miles away from the factory.  It was extremely frustrating, but now we can laugh about it because your BPM has saved us 10’s of thousands of dollars.  It hasn’t happened since.”  He shook my hand and thanked me, as we remembered working together.  Hearing this story made me proud of what I do and where I work.”

Dynamic Metals was in need of system change.  Both Culture and Processes needed improvement.  Multiple attempts have been made over the last 10 years with our current system to reimplement, upgrade and improve processes with little success.  Dynamic was stuck in manual mode and we needed assistance to break the culture and improve processes.  We met with PTS  to discuss our options.  We decided to utilize their services as they are familiar with our current system as well as the system we are in the process of implementing.  PTS  completed a thorough review of our current state understanding that we want to improve our processes using best practices with the new system.  The PTS staff has been knowledgeable, professional and is allowing us to implement with fewer resource hours from our staff.  With their assistance and guidance we have garnered enthusiasm throughout the organization for change that otherwise would have been a difficult task.  They have ensured with constant communication to mitigate any potential scheduling roadblocks in order to maintain the target schedule.  I look forward to completing the implementation and working with PTS on future improvements in our processes. I would certainly recommend PTS for consulting needs.