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Epicor® Enterprise Search

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“Imarda has faced several business challenges recently as we have been undergoing significant growth for our i360 product. This growth has resulted in increased manufacturing volumes, and complicated BOM’s (Bill of Materials) and increased billing to be produced from an aging ERP system (Epicor® Vantage 8) that is in need of replacement.

Imarda had done an amount of work with PTS in the past and I contacted Jim from PTS in the hope this company could assist. Jim’s team jumped straight in aware of the challenges we faced. I was able to talk to Jim directly several times which provided a huge amount of comfort and even though the time zones were different I never had any issues reaching him or a member of his team. Their straight forward approach was a relief. The team at PTS assisted in arranging meetings, eliciting the answers from iMarda staff with questions backed up

Their straight forward approach was a relief. The team at PTS assisted in arranging meetings, eliciting the answers from iMarda staff with questions backed up from years of experience in Epicor®. This sped up the business improvement process significantly. Their agile methodology was a perfect fit as we needed to jump between issues often very quickly and due to the nature of our remote staff the timing of such meetings was often at short notice. The functional results that were produced as a result of Jim’s team were a key component in keeping the operations process running within Imarda.

On top of this work, Jim’s team also provided excellent support, as our lack of knowledge with Epicor® due to staff churn again left us challenged with internal support options. Jim’s team dealt with questions ranging from the absolute basics to advanced questions 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.”

— Imarda • Transportation Fleet 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

“I am very happy and honored to provide you with a reference for Practical Technology Solutions.  I have been EXTREMELY happy with the work that has been provided.  I have not been using them for long (just a number of months), but in a very short time frame they have reassured me that my trust in them as a consulting business partner is well worth it.  I see their knowledge of the Epicor® Product lines as being very in-depth and their staff as highly resourceful.  I highly recommend them as a business consulting partner for your business and technical application needs.”

— M-B Companies • Pavement Marking 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.