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Epicor® 9

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“The straight forward approach was a relief and I appreciate how the PTS team jumped straight in despite the complex challenges we faced.  I was able to speak with Jim directly several times which provided a great amount of comfort, I never had any trouble reaching him and/or a member of his team.

The team at PTS assisted in arranging meetings in which we discussed complicated business process and procedure requirements. This sped up the improvement process significantly.  PTS’ methodology was a perfect fit to quickly and thoroughly address our needs and provide solutions.

The functional results that were produced as a result of Jim’s team were a key component in keeping operations running.  Moreover, their skills for development are extraordinary.  On top of his work, Jim’s team also provided excellent support. They dealt with questions ranging from the absolute basics to advanced easily and with an air of patience that can only be described as completely forgiving!

In short, I would have no hesitation in recommending PTS to any prospective client and I would be happy to answer any questions related to this reference.”

— Olmsted Products • Industrial Pump Industry

“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. ”

— R/X Automation Solutions, Inc. • Mail Order Pharmacy 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.