ArticlesWhat Is an Epicor Consultant?

What Is an Epicor Consultant ?

ERP implementations are never simple. Even the best software won’t deliver results if it’s not planned, monitored, and deployed correctly. That’s where an Epicor consultant comes in.

What Is the Role of an Epicor ERP Consultant ?

An Epicor consultant is a professional who specializes in configuring, deploying, and optimizing Epicor ERP systems like Kinetic and Prophet 21. They work closely with internal teams to strategize and align the software with business processes.

How Does an Epicor Consultant Differ from an ERP Consultant ?

An ERP consultant is a specialist who helps set up, implement, and improve business-wide software that links core functions like finance, inventory, customer service, manufacturing, and sales. 

While ERP consultants can work across platforms (SAP, Oracle, Microsoft Dynamics, etc.), an Epicor consultant is deeply specialized in the Epicor product suite. That means they not only understand the principles of ERP but also how to apply them using Epicor’s specific tools, interfaces, architecture, and workflows.

Why Businesses Work with an Epicor Consultant

Businesses turn to consultants for many reasons.

Need Help Choosing the Right Product

Choosing the right product is essential to optimize business processes and maximize results. Many options are available on the market, and it can be hard for a company to make sense of all the noise out there.  

An Epicor consultant knows the market very well and can evaluate the options to find the best product.

Lack of Experience and Internal Resources to Manage an ERP

Many companies lack the experience and internal resources to manage an ERP. Managing an ERP is a complex task involving the collaboration of all departments of an organization, and IT teams usually lack the time to manage it on top of their daily tasks.  

An implementation partner has the experience and a team of ERP consultants able to manage an ERP.

Fixing Previous Mistakes and Maximizing the ERP

If the ERP hasn’t been set up according to the industry standards, it will not work properly and the results won’t be maximized. On one hand, it can be hard for an internal IT team to fix it since it is a very demanding task. 

On the other hand, an Epicor consultant has the expertise and knowledge to remedy previous mistakes and reset the ERP to industry standards to maximize its results.

Key Responsibilities of an Epicor Consultant

A skilled Epicor consultant plays multiple roles: strategist, project manager, trainer, and more.

Process Review and Needs Assessment

An Epicor consultant will start by reviewing all business processes and requirements to understand how the business operates and identify areas of improvement. The consultant works closely with internal teams to make sure his understanding of the business is accurate.

ERP Configuration and Module Setup

After carefully reviewing all processes and needs of the business, the consultant will establish a strategy to set up and configure the ERP system and tailor it to business processes.

Data Migration and Cleanup

When moving from a legacy system, it is important to safely move sensitive data to the new system. Consultants can help extract, clean, and import data to ensure accuracy and consistency in the new ERP.

Customization

An Epicor consultant knows how to adjust screens, dashboards, reports, and more to make sure the Epicor ERP is tailored to the organization’s unique workflows.

Training and Change Management

Even great software isn’t very useful if it is not used correctly. That’s why consultants will make sure to train the users who will use the system to make sure the new system is adopted and used the right way to get the most out of it.

Ongoing Support and Troubleshooting

After the go-live (deployment) of Epicor ERP, consultants often stay involved to provide technical support, optimize performance, and help with future development needs.

Cross-Functional Business Understanding

A good Epicor consultant should understand how every process connects to one another and interacts with each other. Like how sales connect to finance and how purchasing connects to inventory.

Communication and Training Skills

Consultants work with every department of a business, from IT to the shop floor, and they need to understand all processes and know how to train the people of each department.

Technical Proficiency

Even if they’re not writing code, they should know how integrations, automations, and custom reports are built.

Project Management

A good ERP consultant will keep the project on track, give a reasonable timeline for the project, and make sure to keep the business updated through every step of the process to deliver the project on time.

Proven Experience

A great Epicor expert will have a proven track record and will be able to prove his experience through case studies. A consultant who has delivered results for their clients will be happy to show their work.

When to Bring in an Epicor Consultant ?

You don’t need to wait for something to break before asking for help. Bringing in an expert before something goes wrong can save time and money.

Before You Choose Your ERP

An experienced consultant can help you choose the right ERP software, modules, and deployment options.

During Implementation

Implementing an ERP is a complex task that requires experts to be completely successful. Preparing, planning, designing, validating, and deploying an ERP with an Epicor expert will help manufacturers and distributors save time and money with an effective methodology.

When Expanding or Adding Features

If your business is expanding and needs to add new features like customer relationship management (CRM) software, an Epicor consultant can help facilitate the integration with the Epicor ERP to make everything work seamlessly.

If Internal IT Teams Are Overwhelmed

Dealing with an ERP is a complex and time-consuming task. Your IT team is already busy with day-to-day operations and may not have the resources to deal with an ERP.

After a Failed or Stalled Go Live

As a complex operation, the implementation of an ERP can easily fail or stall due to lack of experience and technical knowledge. Expert help can be required to fix and rebuild the ERP correctly.

Contact an Epicor Consultant

Our team at EC Solutions has over 20 years of experience in consulting manufacturers and distributors about Epicor solutions, implementing and customizing Epicor Kinetic and Prophet 21, as well as training workforces and delivering professional services.

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