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Epicor® 9

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Stanley Machining needed a quick turnaround on development and creation of many complex
dashboards to help streamline our business flow.
PTS (Practical Technical Solutions) expertise in the field of Vantage/Epicor® was a tremendous
help in the creation of these dashboards and has since streamlined the way we process certain
information in our plant. Not only was the response from their team quick and professional,
there rate per hour is extremely competitive.
I would go so far as to say. Epicor® can learn some lessons from PTS in regards to their consulting,
implementation and billing process.
Stanley Machining would recommend PTS as a trusted source in assisting with any ERP
challenges.

— Stanley Machining & Tool • Steel Machining Industry

“Morton Manufacturing utilizes Epicor® for MRP functionality. PTS helped us through projects when we ran into roadblocks.  Their advanced expertise was more than enough for the problems and concerns we were facing.  They are well versed in visual basic and C# and they completed our projects very quickly.

The results of their work were exactly what we wanted, and allowed us to continue moving forward.  We haven’t had any problems and we plan to use PTS again in the future.”

— Morton Manufacturing • Aerospace Industry

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.”

— Another happy client • Kadant
Epicor® 9 Consulting and Services
Though it was superseded by a more recent version of the platform in the spring of 2014, Epicor® 9 remains in use in many manufacturing, warehousing/distribution, oil and gas and other operations. For these organizations, PracticalTek, LLC offers a range of services that can help you run a more streamlined and ultimately more profitable business.
We are an independent IT consulting firm that provides one-on-one Epicor® 9 training and troubleshooting, as well as unbiased advice on whether to stick with your current ERP system or upgrade to Epicor® 10.
Features and Key Benefits
Epicor® 9 is a full-featured enterprise resource planning platform that gives you tools to run a more cost-effective operation, track and manage your supply chain and gain important insights into how your organization is using its financial and human capital. Some key features include:
  • A service-oriented architecture that adapts to meet the changing requirements of your business
  • Embedded business insight tools that put important information right where you need it, in a format that’s easy to understand
  • An intuitive, Web 2.0-based interface that’s simple to navigate and train employees to use properly
  • Multi-site management features for sharing information and coordinating operations across disparate locations and business units

Ultimately, it’s an advanced platform that can do a lot for your business. But it has to be implemented and harnessed correctly. PracticalTek has been working with it since its release — our team has achieved 9.05 certification to levels I and II, and has extensive experience with the platform’s basic and advanced modules.

How PracticalTek Can Help
PracticalTek offers individualized attention to each of its clients. Some of the many services we can provide to Epicor® 9 users include:
  • Epicor® installation and the appropriate patches, updates and service packs you need to run it
  • Helping you better understand hardware requirements and purchase the most appropriate equipment for your operation
  • ERP training on the various modules and providing technical support as necessary
  • Setting up and configuring an app server or OpenEdge database
  • Completing performance forensics to keep your system running its best
Epicor® 9 Support
PracticalTek also offers system support. Our knowledgeable consultants understand how to help your organization take full advantage of this robust software package’s multiple functions and features.
More importantly, your consultant knows how to tailor the software to meet the unique requirements of the various work areas and individual business processes within your organization. This enables you to use the software to its full potential and maximize your ROI.
We Can Train Your Users
At PracticalTek, we recognize that any new software implementation comes with a learning curve. Our Epicor® 9 support services include comprehensive training that is customized to the needs of your staff. We can provide effective on-site, remote or online training, or a combination of these methods — whatever is most practical and convenient for your staff and stakeholders.
We also offer a “Train the Trainer” program, which is an excellent way to conduct function-specific training throughout your organization.
Timely System Upgrades/Migration
System upgrades and data migration is an area where many organizations need help. If you need to migrate from an earlier Epicor® 9 version, we can work with you to develop and implement a comprehensive conversion plan that makes the process as simple and seamless as possible. We take a multi-step approach that includes a detailed pre-conversion analysis, database selection, installation and configuration, data migration and even additional staff training as needed.
Regular System Audits/Reviews
Our ongoing Epicor® consulting services include regular reviews of system usage. We can determine any areas that may need improvement and recommend steps you can take to maximize software performance. We can also provide a detailed performance analysis encompassing key areas such as application configuration, network infrastructure, and file optimization.
Upgrading to Epicor® 10
Epicor® 10 introduces a number of features not found on the earlier platform, such as improved mobile support and leaner, more responsive performance. However, upgrading can require a considerable disruption to your workflow, as well as a major investment of both time and money.
As an independent contractor, our goal at PracticalTek is to help you find the right ERP system and keep it working at its best. If it’s possible to refine or streamline the performance of Epicor® 9 to better suit your needs, we won’t recommend upgrading unnecessarily. On the other hand, if there’s a significant advantage to migrating to the new platform, we will make the process as fast and seamless as possible.
Contact Us to Learn More About Our Support Services
PracticalTek is with you every step of the way. Contact us to learn more about the many ways in which our wide variety of support services can optimize Epicor® 9 software performance throughout your organization.