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Epicor® Enterprise Search

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“We were looking for some good Epicor® E9 expertise to help us in streamlining our E9 implementation and better align our business processes with E9 where practical.

Practical Technology Solutions (PTS) brought both business process background and E9 application knowledge  to the table in a very affordable package.  PTS helped us with both High level advice as well as detailed implementation assistance and outright programming assistance to develop and test customization’s and reports.  Their knowledge of reporting tools such as Crystal Reports and the database schema is excellent. While working with PTS recently, our consultant is responsive, always with a friendly, professional attitude.  He has provided insight and demonstrated a high level of technical skill.  We have assigned projects of various degrees of complexities with PTS and generally, have received a response in a timely manner. We would recommend PTS as a solution in assisting with ERP business challenges.”

— Fenner Dunlop Americas • Mining Industry

“I found PracticalTek with a Google search.  I spoke and met with Jim Chance and had a lengthy discussion about his company’s capabilities.  Everything sounded well as they possessed the capabilities we wanted, the reasonable rate and low risk.  That is, if this did not work out, I could sever the relationship quickly and move on. We have provided PTS with detailed specs often with screen-shots.  Our initial specs were for relatively simple customization’s.  We found that PTS worked very efficiently and coordinated very well with the project team. Today the staff of PTS is tackling our most complex customization and is working with us on other Epicor® implementation issues.  We also will utilize their report-writing capabilities shortly.  Because of this positive relationship, I highly recommend PTS for their efficiency, knowledge, communications and professionalism. “

— Doble Engineering • Electric Power 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® 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.