CUSTOMIZED FOR YOU: HOW EPICFORCE TECH TAILORS EPICOR® MIGRATION TO YOUR BUSINESS PROCESSES

Customized for You: How Epicforce Tech Tailors Epicor® Migration to Your Business Processes

Customized for You: How Epicforce Tech Tailors Epicor® Migration to Your Business Processes

Blog Article

Every business is different. Your workflows, data structures, approval hierarchies, and reporting needs reflect how your company operates—not how software was built by default.


So, why should your Epicor® migration follow a cookie-cutter approach?


Generic ERP migrations often ignore what matters most: aligning the system with your real-world processes. As a result, many companies go live with a technically sound ERP that’s functionally misaligned—leading to inefficiencies, low adoption, and ongoing frustration.


That’s why Epicforce Tech takes a different approach. We don’t just migrate your Epicor® environment—we tailor it to fit your business processes, people, and goals.


In this blog, we’ll explore what tailored migration really means, why it’s essential, and how Epicforce Tech delivers a solution that’s built around you, not the other way around.






Why Standardized Epicor® Migrations Often Fall Short


ERP migrations are sometimes handled like infrastructure projects—just move data and configure modules. But that mindset overlooks the business context entirely.


Here's what can go wrong when customization is ignored:




  • Existing workflows no longer fit the system

  • Staff use manual workarounds or revert to spreadsheets

  • Custom reports no longer work, or deliver inaccurate data

  • Approval processes break or require IT intervention

  • Automation opportunities are missed because configuration wasn’t reviewed



???? Stat: 64% of ERP users report gaps between new ERP workflows and existing business operations after a system upgrade or migration. (Source: Software Path)






What It Means to “Tailor” an Epicor® Migration


A customized Epicor® migration doesn’t mean reinventing the wheel. It means aligning your system with how your teams already work—or how they should be working to improve efficiency.


It includes:




  • Reviewing current workflows and aligning them with Epicor® modules

  • Auditing and remapping data fields for relevance and usability

  • Preserving or rebuilding custom reports, BPMs, and dashboards

  • Ensuring integrations reflect real-time operational needs

  • Configuring the system based on user roles and departmental structure


This is where Epicforce Tech brings both technical and operational expertise to the table.






How Epicforce Tech Customizes Your Epicor® Migration: Step by Step


We’ve developed a structured process that ensures every Epicor® migration we deliver is tailored, tested, and aligned with your business operations.






✅ 1. Business Process Discovery


Before touching the system, we learn how your business runs.


Our consultants meet with your key departments (finance, supply chain, production, sales, etc.) to:




  • Document existing workflows and process bottlenecks

  • Map out reporting structures and cross-department dependencies

  • Identify where users currently rely on workarounds or offline tools

  • Understand pain points with the current ERP setup


We use this information to inform both data migration and system configuration.






✅ 2. Process Mapping and Future-State Design


Once current workflows are understood, we work with stakeholders to define how those processes should work in the new Epicor® environment.


We focus on:




  • Streamlining repetitive tasks with automation

  • Simplifying complex approval processes

  • Enhancing reporting and dashboard visibility

  • Reducing manual data entry across systems

  • Improving team collaboration through better module alignment


The goal: ensure your new Epicor® system doesn’t just match your old one—but improves it.






✅ 3. Customization Planning: Reports, BPMs, Dashboards


Many businesses rely on custom logic to operate effectively. During migration, these elements must be:




  • Identified

  • Reviewed

  • Rebuilt (if necessary)

  • Uplifted to match Epicor®'s new architecture


Epicforce Tech reviews:




  • Business Process Management (BPM) workflows

  • Custom reports and queries (BAQs)

  • Role-based dashboards

  • Alerts, rules, and triggers


We update or redesign them to work seamlessly in your new environment—while reducing unnecessary complexity.






✅ 4. Data Mapping and Field-Level Customization


Not all businesses use the same fields in the same way. During data migration, Epicforce Tech ensures:




  • Only relevant fields and records are migrated

  • Obsolete or duplicate data is archived or cleaned

  • New fields are created as needed to support business processes

  • Field values are transformed or restructured for reporting or logic improvements



???? Well-structured data migration reduces post-go-live data correction efforts by over 45% (Epicforce Tech internal metrics)






✅ 5. Role-Based System Configuration


Your team doesn’t need access to everything—just what’s relevant to their job.


We build:




  • Role-based menus and security settings

  • Tailored training programs by user type

  • Approval paths that reflect real team structures

  • Department-specific dashboards for focused insights


This prevents user overwhelm and increases adoption.






✅ 6. Integration Alignment


We review your third-party tools (CRM, HRM, WMS, eCommerce, etc.) and ensure:




  • All APIs and connections are compatible

  • Data flows are mapped correctly

  • Error handling is configured

  • Cross-system data stays clean and synchronized


We don't just "connect" systems—we make them work in harmony.






✅ 7. Testing, UAT, and Iteration


Before go-live, we ensure everything works—not just technically, but operationally.


Our team facilitates:




  • Functional testing for all modules

  • User Acceptance Testing (UAT) with key stakeholders

  • Process simulations for each department

  • Feedback loops for ongoing improvement


If something doesn’t feel right—we fix it before go-live, not after.






Real-World Example: Tailoring Migration for a Manufacturer


A mid-sized manufacturer had outgrown its Epicor® 9 on-prem system. During migration to Epicor® Kinetic in the Cloud, Epicforce Tech:




  • Rebuilt their custom order-to-cash workflow in Epicor®'s latest BPM logic

  • Integrated their shipping platform for real-time freight cost tracking

  • Created finance dashboards by role (CFO, AP Clerk, Accountant)

  • Mapped and cleaned over 250,000 inventory records

  • Reduced form clutter by customizing menus based on role and access level


Post-go-live, the client reported a 30% increase in workflow speed and 50% fewer support tickets.






Why Tailored Migration Leads to Better ERP ROI


A one-size-fits-all ERP migration might be faster, but it rarely delivers full value.


Tailored migrations:




  • Minimize change resistance from teams

  • Reduce rework and support needs after go-live

  • Align ERP functionality with business goals

  • Increase speed and accuracy of operations

  • Unlock automation and integration potential



???? Did you know? Companies that tailor their ERP implementation to business processes are 67% more likely to achieve project success. (Source: Panorama Consulting)






Conclusion: Epicor® Migration Should Fit Your Business—Not the Other Way Around


Your business is unique—and your Epicor® system should reflect that. A generic migration may get you to go-live, but it won’t get you to growth, efficiency, or adoption.


Epicforce Tech delivers tailored migrations that go deeper: into your workflows, your data, your structure, and your goals.


We help you not just implement Epicor®, but optimize it around how your business actually works—so you can move forward with clarity, speed, and confidence.

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