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Epicor® Social

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“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

“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

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.

— Dynamic Metals • Aerospace and Defense Industry
Epicor® Social
Epicor® ERP 10 features Epicor® Social Enterprise (ESE), a collaboration network made to help businesses succeed. Functioning like your business’ own internal social network, Epicor® ESE is embedded in the ERP’s structure and allows users to access it from anywhere using a personal mobile device or computer.
With this tool, your employees always stay connected, improving communication speed and teamwork without frequent meetings or social functions.
Features of Social Enterprise
Epicor® Social allows you to communicate and carry out workflows more quickly using instant messaging and collaborative tools. These tools include:
  • Mobile Compatibility: Access from your smartphone or tablet so you can hear back immediately as soon as a project or response comes in.
  • Group Organization: Create customized groups, organized by department, project or idea, and make them public or private — just as you would through any other social media site. This way, you can post messages both publicly and privately to entire groups of people and control who can see them.
  • Project Following: ESE integrates with your Epicor® settings, so if a user follows a business object, they get updates whenever it’s changed. This allows them to respond to updates quickly.
  • Instant Notifications: Alerts keep you up-to-date on new messages, project updates and any other information you may need for work so you and your operational group can respond in a timely fashion.
  • Private Messaging: Exchange messages instantly to other users as soon as they sign up. This can include people in your own business, as well as customers and suppliers, signed up to the ESE system.
  • Epicor® Integrations: ESE leverages capabilities within the ERP software, such as Epicor® Enterprise Search, to allow users to quickly find information about a project or idea within the company database. ESE also lets users search for this information using established hashtags.
Get ESE Assistance With PracticalTek Today
Though Epicor® ESE was designed to be as user-friendly as possible, setting up the system and integrating it into your current workflows may take time. PracticalTek can help you cut that time in half.
PracticalTek offers comprehensive and independent support and setup services for all Epicor® modules and systems. We’ll work with your business data and determine everything you need, from crucial system integrations to hashtags. We’ll also train your staff on how to make the most of your system with either on-site or remote customized training. We’ll even train some of your staff as trainers, so you can more quickly onboard new employees and get them started with the ESE system.
Start Working With PracticalTek
PracticalTek is an independent Epicor® consultation company. We offer support and training services to companies of all experience levels. Whether you need help implementing your software or need training so you can make the most of it.