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Epicor® Enterprise Search

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“We have been using Practical Technology Solutions for about 8 months now to augment my 1 person Epicor® staff.  We are using PTS to help us with screen changes, report development, BAQ/BPM development, performance advice, solution design, system integration, and functional consulting.  We have been very happy with their work.  They have always been clear about work estimates and stayed within them.  Their technical quality has been excellent and their cost reasonable. PTS has always been able to address our requirements even in emergency situations. I would recommend PTS as a partner for Epicor® technical services and continue to use them. “

— Kadant Black Clawson, Inc. • Global Engineered Systems Industry

“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.”

— The Oilgear Company • Hydraulic Pump Industry

“PracticalTek worked with us immediately and tirelessly to get our Avante System and Company back up and running. Thank-you for coming to our rescue – to rescue a stranger in need. It speaks volumes to the type of company that PracticalTek is, and to the type of people you are. Thank-you and your team from all of us at Bird Technologies Group.”

— Bird Technologies Group

Epicor® Enterprise Search

Business operations and their workers expect to be able to access data readily, whether it’s information about customers, partners, competitors or the industry at large. With Epicor® Enterprise Search, your business can bring these search capabilities into your everyday operations. Delivering a user-friendly search engine experience to the software for easy navigation, both within and beyond the system.
The Benefits of Enterprise Search
Enterprise Search offers a host of capabilities and benefits that make it a quality resource for businesses to use, including
  • Secure search results: The search results that come up within the system are locked according to the user’s access rights, so unauthorized users can’t see any information they’re not permitted to see.
  • Faster data access: With Enterprise Search, business workers no longer need to navigate inaccurate or complex menu structures. Instead, they narrow results according to tags or content. The search function also supports fine-tuning capabilities as well as the ability to organize results into categories, like sales orders, payments, customers and more. This means users can access information more quickly and accurately, cutting down labor costs and increasing productivity.
  • Search from anywhere: The Epicor® Enterprise Search engine can be accessed from inside other systems. For example, users can launch the engine directly from within Microsoft Outlook®. The user can then use the window to search for customer information, transactions, orders and other pertinent information. The information can then be converted to HTML format and included in the email.
  • Data tagging capabilities: Tag batches of data easily through a feature similar to website bookmarking capabilities in popular internet search engines. This allows users to access the information they’ll repeatedly need, quickly.
Epicor® provides these capabilities and more, provided the system is set up and used correctly. That’s where PracticalTek can help.

Epicor® Enterprise Search Setup

Configuring your functions and associated BAQs takes a great deal of time and effort your business might not be able to afford. What’s more, without proper training, your personnel can’t take full advantage of the system. PracticalTek can help with our comprehensive and independent training and support services.
With our setup, your business can start working with the system’s key integrations more quickly, using the search engine in your workflows sooner. Even better, our Epicor® Enterprise Search training system will show you how to use the search engine yourself and even show your IT personnel how to alter your configurations to suit your needs.
Get Trained With PracticalTek
PracticalTek is an independent Epicor® consultation company that offers comprehensive support and training services for Epicor® and all its modules. Our training services can be leveraged either on-site or remotely — whatever is most convenient for you and your business. We even customize our training services to suit your employees and your business, and we’ll train a set of trainers to make onboarding new employees easier.

Contact us today to get started.