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Epicor® Enterprise Search

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“General Formulations is a mid-sized manufacturing company currently using Epicor® for our manufacturing system. We have used PTS for a number of tasks including custom SSRS reports, custom dashboards, BPM’s, and Go Live Support. I have found PTS knowledgeable, talented and extremely capable in the work that they have done for our company. I have worked with Jim, Sam, Jarrad, and Glenn and found them all to be consummate professionals with great attitude and ability. I can recommend PTS with the greatest confidence to anyone looking for top-notch help in implementation and customization of Epicor®.”

 

“I do want to say I have been very impressed with PTS and in helping us deal with this problem. (Our consultant) has been great and I know he hasn’t been alone in assisting us on this. Your help is greatly appreciated, and PTS is a great partner.”

— General Formulations • Pressure Sensitive Films Industry

“So far Jim and a group from PTS have come in to do a CRP/training session for two days that was extremely helpful. They have also developed and installed a customized program to assist in automated Order Entry and processing, shipment entry and processing, and have developed customized SSRS reports. They have always addressed our concerns in a timely manner, and are very conscientious about costs, and very detailed in their work. 

I definitely recommend PTS as a partner for Epicor® technical services and continue to use them. I only wish I had found them sooner. I will continue to go to them for enhancements, training and consulting as there is no doubt they will help us maximize our investment and minimize our time spent implementing various Epicor® solutions.” 

— Unique Sports Products, Inc. • Sporting Goods 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 and I would be happy to answer any questions related to this reference.”

— Olmsted Products • Industrial Pump Industry

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.