Project-based
A defined scope, timeline and budget for implementations, upgrades and migrations.
Epicor ERP consulting that fits how you actually work
Implementation, support, customization and strategy for North American businesses running, or planning to run, Epicor.
From blueprint to go-live
Implementation & Migration
A structured, low-disruption path to a working Epicor system, whether it is your first ERP, a replacement for an ageing one, or an upgrade to the latest version.
Outcome: a system your team is ready to use on day one.
Discovery workshops
Requirements captured with the people who actually run the processes.
Solution design & configuration
A blueprint tailored to your workflows, not a generic template.
Data cleansing & migration
Clean, validated data moved across with reconciliation.
Testing & user acceptance
Realistic scenarios so problems are found before go-live.
Cutover & go-live support
A rehearsed plan and hands-on help when it matters most.
Upgrades & cloud moves
Version upgrades and cloud migrations with minimal downtime.
Keep your team productive
Managed Support & Training
Ongoing help so small issues never become big ones, plus training that turns any ERP into something they rely on.
Outcome: fewer disruptions and a team that gets more from Epicor.
Help desk & issue resolution
Fast, knowledgeable responses to day-to-day questions.
System administration
Users, security, environments and routine maintenance handled.
Role-based end-user training
Sessions built around each team’s real tasks.
Admin & power-user coaching
Grow in-house expertise and reduce reliance on outside help.
Health checks & reviews
Regular reviews of performance, data quality and usage.
Documentation & runbooks
Clear guides so knowledge stays in your business.
Fit Epicor to your business
Customization & Integration
Epicor is flexible. We extend it carefully, in ways that stay maintainable and upgrade-friendly, and connect it to the other systems you depend on.
Outcome: Epicor that matches how you work, without fragile workarounds.
BPM workflows
Automate approvals, notifications and repetitive steps.
Reports, BAQs & dashboards
The right numbers in front of the right people.
EDI & eCommerce
Connect with customers, suppliers and online channels.
Third-party & API integrations
Link CRM, shipping, payroll, BI and more.
Process automation
Remove manual re-keying and spreadsheet workarounds.
Strategy before software
Business & Process Consulting
Independent, practical guidance to make sure your ERP investment is aimed at the right problems and delivers the value you expect.
Outcome: confident decisions and a clear roadmap.
Process review & gap analysis
See where your processes and your system disagree.
ERP readiness & selection
Objective help deciding whether and how to proceed.
Project rescue & recovery
Get stalled or struggling projects back on track.
Optimization & adoption
Find unused capability and fix poor habits.
Roadmaps & change management
A phased plan your organization can absorb.
Stakeholder workshops
Align leadership, finance, operations and IT.
Ways to work together
Engagement options
Choose the level of help that suits where you are today.
Ongoing support
A predictable monthly arrangement for help desk, administration and improvements.
Advisory & health checks
Short, focused engagements to review your system and recommend what to do next.
Platforms we work with
Epicor Kinetic
Our approach
How every engagement runs
Discover
Workshops to understand your processes, pain points and goals before a single setting is touched.
Design
We blueprint the solution, agree scope and milestones, and plan the data and integration approach.
Deploy
Configure, migrate, test and train, then go live with a cutover plan your team is comfortable with.
Support
We stabilize, optimize and stay close after launch so the system keeps delivering value.
Let’s talk about your Epicor project
Whether you are starting fresh, upgrading, or fixing something that never quite worked, we would be glad to help.