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Document Management in an ERP Implementation

Document Management in an ERP Implementation

Many manufacturers and distributors have some form of document management requirements, and yet if I were to ask my collective Epicor Prophet 21 customer base about their use of document management as part of their ERP system, most of them would likely tell me that they are not doing everything they can in this area.  

This is not a surprise. Document management is a difficult area to consistently and comprehensively integrate with your ERP system. Why? Document management is complex, and most ERP systems avoid talking on this complexity as part of the core code of their ERP systems and opt instead to leverage some form of integrated solution to handle the needs of distributors or manufacturers. 

Document Management ERP Implementation

The End of Paper

One element of document management relates specifically to a degree of automation that can eliminate paper-based processes. For the length of my own career, we’ve been discussing “the end of paper” — a paperless factory floor, a paperless warehouse, a paperless office. While an understandable goal, the attainment of such an end has been hard to pull off in practice, a surprising number of paper-based processes exist, even in companies that have successfully integrated an ERP system like Prophet 21.

If You Can’t Get Rid of It, Automate It

For instance, it is often the case that communication between a P21 company, their customers, and their suppliers mandates the transference of paper documents. As such, paper-driven processes are difficult to remove entirely. Many companies find that, for situations like this, where certain elements cannot be eliminated, they can at least be automated.

What are some areas of your P21 system can you expect in to impact when it comes to the subject of Prophet 21 document management?

Storing Documents: This normally involves relating documents in a logical manner to records in your ERP system, as to supplement the base ERP information.

Retrieving Documents: Once linked, the ability to quickly retrieve documents related to a given P21 record, be it a customer, a sales order, a purchase order, is of great importance.

Automating Document Transactions: In many areas of a business, more comprehensive work can be done, not only to store and retrieve documents, but to automate document-based processes entirely.

AP Processing: One such Prophet 21 process that can be clarified by a document management system is Accounts Payable. AP is fundamental to any business, as it helps manage cash flow, while optimizing opportunities for rebates and discounts. But AP processing is often impacted by the incoming variance, as a function of vendor-to-vendor variation and documents galore. Automating this process assists in eliminating entry errors and reducing processing time.

It seems clear that the documents related to a given record in the ERP system may provide critical complementary information that would otherwise be lost amongst desk drawers and email in-boxes.  

On November 30th, at 2:00 EST, Ellen Richard of Enlighten.Net will be discussing the digitization and automation of your Epicor Prophet 21 document management processes.

Join Ellen as she shares tools that are essential in your P21 digital transformation and shows how automating your business-critical paper processes can help your company achieve:

  • Workplace Flexibility
  • Improved Productivity and Faster Processing
  • Reduction in Manual Data Entry
  • Improved Control of Business Documents
  • Business Continuity

Ellen Richard has been helping industrial distributors and suppliers with their technology needs for more than 9 years. She currently serves as VP of Sales & Marketing at Enlighten.Net.

Ellen Richard Enlighten.Net

Ellen Richard, VP of Sales & Marketing @Enlighten.Net

Enlighten.Net Logo

Learn More About Enlighten.Net and Document Management Software

Enlighten.Net, Inc. is a leading provider of Document Management software and has been a trusted partner to P21 distributors throughout North America for 20 years. Robust solutions help organizations of any size save time and money by providing simple yet powerful tools that are embraced by employees at all levels. Enlighten.Net’s superior software is backed by an unparalleled customer service experience. ENet Docs improves operational efficiency by centralizing business-critical documents, thereby allowing instant and accurate retrieval, improving speed and visibility and providing secure access from anywhere. Automation solutions integrate directly with P21 to reduce the errors, time and expense associated with manually processed vendor invoices and customer sales orders.

ERP Integration Software Event
Recurrency: Sales & Purchasing Automation in P21

Recurrency: Sales & Purchasing Automation in P21

Sales and Purchasing Automation

WEBINAR: Sales and Purchasing Automation in P21

Recurrency is the leading sales and purchasing automation platform for Prophet 21. At ESTES INTEGRATE 2022, Sam Oshay, Recurrency Founder & CEO, will discuss how distributors can leverage ERP automation to:

  • Accelerate revenue growth and increase sales efficiency to industry leading levels
  • Maximize the ROI invested into inventory
  • Eliminate operational inefficiency in sales and purchasing teams
  • Strengthen customer and employee experience

What You Will Learn

Attendees of this session will gather low-effort, high-impact strategies that help combat the challenges distributors face as a result of our inflationary climate and perpetual supply chain disruptions.

Sales and Purchasing Automation in P21

Recurrency @ ESTES INTEGRATE 2022

11AM to Noon, November 30, 2022

Why Recurrency?

Recurrency is a sales, pricing, and purchasing automation platform for distributors. Despite US distributors earning over $7 trillion in collective revenues, the legacy enterprise resource planning (ERP) systems that exist to help distributors manage their purchasing, inventory, sales, order processing, and accounting are decades behind. For the most part, ERP systems are painfully slow, difficult-to-use, and soul-crushingly manual.

Recurrency’s goal is to reverse ERP stagnation by building a streamlined and intelligent ERP Automation platform: blazingly fast and complete with powerful automation tools like sales intelligence, dynamic pricing, and demand forecasting. Using Recurrency can boost a distributor’s revenue and profit margins while reducing waste and saving time. Most importantly, Recurrency is fully-integrated with the customer’s legacy system, so deploying Recurrency in production can be done in as little as one day.

Meet Sam Oshay

Recurrency’s founder, Sam Oshay, grew up in a third-generation family distribution business where he saw first-hand how his family was locked-in to legacy systems that bottlenecked growth and operations.

Inspired by his experience and frustrated by incremental improvements to the status quo, Sam founded Recurrency to offer the solutions that his family distribution business was lacking. Sam and Recurrency are driven by the opportunity to create wildly successful customers – ones that are delighted by both our product and partnership – while making costly, time-consuming technology implementations a thing of the past.

Recurrency Logo
Sam Oshay Recurrency

Sam Oshay, Founder & CEO

The Distributor’s Guide To Breaking Operational Silos

The Distributor’s Guide To Breaking Operational Silos

Business Operational Silos

DCKAP WEBINAR: The Distributor’s Guide To Breaking Operational Silos

WHEN: November 30th at 10AM to 11AM (Eastern)

WHERE: @ ESTES INTEGRATE 2022 – an Epicor Prophet 21 community event

WHY: The DCKAP Integrator is the ultimate solution for problems that result in digital silos

DCKAP Integrator is the Remedy for “Digital Silos”

“Silos have been around for some time. If you are like me, when you think of silos you probably farming silo or a missile silo. Our silos are a little different nowadays, we call them, “Department Silos”. Silos are defined as a metaphor for separate entities that stockpile information and effectively seal it in. In the digital architecture of your company, there are silos they are called, “Digital Silos” and the remedy for that is the DCKAP Integrator. Either Department or Digital, knowing how to address the issues is half of the battle.” – Aaron Pallares

Aaron Pallares is a Solutions Engineer at DCKAP. He is always looking into the digital fabric of practices and models to better understand the psychology of the digital arts, its security, and forward trends. He is a forever student of the digital arts and when he is not working, he is watching movies or reading some books.

Aaron Pallares, Solutions Engineer at DCKAP

Aaron Pallares, Solutions Engineer at DCKAP

ERP Integration Software Event
ERP Integration Event: ESTES INTEGRATE 2022

ERP Integration Event: ESTES INTEGRATE 2022

Upward and Onward: ERP Integration Software Options

Integrations are a key consideration in the management of an Enterprise Resource Planning (ERP) system. Epicor’s Prophet 21® application has long-been an ERP platform conducive to third-party integrations, and the P21® partner community has been hard at work helping the P21® user base expand and extend their application.

ERP Integration Software Event

As a P21® cloud hosting provider, we’ve worked with nearly all of the vendors in the Epicor® space. Setting up a private cloud often involves constructing a robust hybrid cloud — when you move your ERP into the cloud, all of the integrations need to come along for the ride. This is successfully accomplished by working hand-in-hand with the P21® vendor community.

Vendor collaboration is key.

Collaboration implies community. At the recent P21WWUG CONNECT 2022 event, a litany of third-party solution providers engaged the user community, providing exposition as to how to best improve and extend their P21® ecosystem and better serve the needs of their businesses — not to mention their customers, suppliers, and employees.

Whether you intend to coordinate your outbound shipments, extend your application to your customer base via e-commerce, or internally optimize your inventory levels, making the most of your ERP system often means looking outside of its perimeter. In doing so, companies are able to reach out to third-party solutions that provide best-of-breed capabilities and resolve the challenges that affect companies most severely.

But as the P21® foundation continues to evolve, organizations continue to fine tune approaches, as vendors reinvent themselves to adjust to the new architectures. With the increased use of the Prophet 21® middleware server and web user interface, the questions regarding the future of P21® integrations outnumber the answers.

Answering these questions requires collaboration — between users, cloud providers, and third-party vendors. In that spirit of collaboration, EstesGroup is hosting its first ever INTEGRATE event — a day-long opportunity to review the many ways in which solution providers are extending the P21® ecosystem. 

Join us on Wednesday, November 30, 2022, as the Prophet 21® third-party vendor community comes together to share their collective industry knowledge at ESTES INTEGRATE 2022. Each vendor will be presenting an hour-long session on their customer’s challenges, and how their own solutions address these challenges.

What can third-party integration software do for your ERP system?

If you are curious as to some of the third-party solution options in the areas of e-commerce, automation, document management, shipping, accounts receivable, CRM, business intelligence, and inventory management, then this is the place to be.

Do you just have a few areas of ERP system extensions that you wish to review? No problem! Register and attend only the sessions that you’d prefer.

Are you simply looking to kick the tires on a specific ERP integration solution? Excellent — there will be plenty of time in each session for that!

What is an ERP integration, and what topics will be covered at ESTES INTEGRATE 2022?

ERP integration involves extending your base application with software assets that enhance your enterprise resource planning strategy. ESTES INTEGRATE 2022 will offer insight and solutions in each of the following areas:

  • E-commerce
  • Automation
  • Document Management
  • Shipping
  • Accounts Receivable
  • CRM
  • Business Intelligence
  • Inventory Management

Learn with top experts in the Prophet 21® software community!

  • EstesGroup – Hybrid Cloud Considerations for your P21® Ecosystem
  • DCKAP – Ecommerce Integration Platforms
  • Recurrency – Sales and Purchasing Automation in P21®
  • ShipSource – P21® Shipping Integrations
  • White Cup – Don’t Let the Wrong CRM Cost You Profit
  • Enlighten.Net – Digitizing and Automating your Document Processes
  • Unified A/R – A/R Automation for P21®: Bringing Margin, Efficiencies & Innovation to Life
  •  Slimstock – Optimizing Inventory Levels
  • SimpleApps – Prophet 21® E-Commerce Integration Considerations
  • EstesGroup – System Administration Considerations for your P21® Integration Platform

WATCH ONE OF OUR EPICOR SUMMITS NOW

Data Center Strategy: How To Cloud Up For Uptime

Data Center Strategy: How To Cloud Up For Uptime

A Cloud is a Data Center and a Data Center is a Cloud?

Cloud applications ultimately sit upon the foundation of a server stack. You can view a cloud-based server as someone else’s computer, and picture these servers housed in a data center, which is their most likely location.

A data center can be simply described as a specified space within a building designed to securely house computing resources.
Data Center Considerations

Servers

Power

Communication

A large data center normally involves an extensive open area, which is divided into racks and cages, to hold the servers themselves, as well as the power and communication connections used to link each individual server with the rest of the data center network. This network would reside in a building with sufficient architecture to allow for rapid data communication, and similarly high-performing connections to the outside world.

The building itself is normally a large and highly secure edifice, constructed from reinforced building materials, as to prevent physical compromise. It is often located on a campus that is itself physically guarded with high fences and rigid gates.

Server

PHYSICAL SECURITY 

DATA CENTER HARDWARE

Cloud Security

CLOUD-BASED SECURITY

DATA CENTER STRATEGY

The Servers Themselves: What Is In Your Data Center?

Inside the building (the data center) exists a complex cooling and ventilation system, to prevent the heat-inducing computing devices from overheating. The campus is supported by redundant power systems, to allow the network to run, even if the main power grid experiences interruption or shutdown. The inner workings of the data center are designed to prevent downtime, but the materials used in construction can vary. Consider a pencil made from wood vs. a pencil made from plastic. Consider further a pencil manufactured from metal built to protect a thin and fragile graphite fragment. 

The ways in which end users can attain access to the resources in a data center can vary due to the fact that cloud provisioning can occur in many layers.

Option A: Cloud Provider = Data Center

Sometimes the cloud provider is itself the data center. Most often this is the case when you want to use server space from a data center, or else wish to collocate your hardware in a data center. For instance, as a customer, you might procure new hardware and move it to one of US Signal’s data centers in a colocation arrangement. This allows you to benefit from US Signal’s physical security, network redundancy, high-speed fiber network, and peering relationships, to allow for a broad array of high-speed communications. 

Option B: Cloud Provider = Data Center Management Firm

Sometimes the cloud provider is an organization that manages the allocation and management of cloud resources for you — they serve as an intermediary between the end customer and the data center. For instance, EstesGroup partners with US Signal. We help customers choose the right server resources in support of the application deployment and management services that we provide for ERP (Enterprise Resource Planning) customers.

Moreover, not all data centers are created equal. Data centers differ in countless ways, including (but not limited to) availability, operating standards, physical security, network connectivity, data redundancy, and power grid resiliency. Most often, larger providers of cloud infrastructure actually provide a network of tightly interconnected data centers, such that you’re not just recruiting a soldier — you’re drafting an entire army. 

As such, when choosing a cloud provider, understanding the underlying data centers in use is as important as understanding the service providers themselves. That said, what are some of the questions that you should ask your provider when selecting a data center? 

Is the provider hosting out of a single data center or does the provider have data center redundancy?

Geo-diverse data centers are of great importance when it relates to overall risk of downtime. Diversely-located data centers provide inherent redundancy, especially beneficial when it comes to backup and disaster recovery.

But what defines diverse? One important consideration relates to the locations of data centers relative to America’s national power grid infrastructure. Look for a provider that will store your primary site and disaster recovery site on separate power grids.

This will bolster you from the potentially of an outage to one of the individual grid locations. Think of the continental divide. On separate sides of the divide, water flows in one of two directions. When it comes to national power grids, support comes from different hubs. Look for a provider who has redundant locations on the other side of the divide to protect you in the event of a major power outage.

Are they based on a proprietary data center, collocated, or leveraging the state-of-the art technology of a leading data center? 

A provider of hosting services may choose to store their data in one of many places. They may choose to leverage a world-class data center architecture like US Signal’s. Conversely, they may choose to collocate hardware that they already own in a data center. Or they may choose, like many managed services providers do, to leverage a proprietary data center, most often located in their home office. 

Colocation is not uncommon among first steps in the cloud. If you own hardware already, and would like to leverage a world-class data center, colocation is a logical option. But for cloud providers, owning hardware becomes a losing war of attrition. Hardware doesn’t stay current, and unless its being procured in large quantities, it’s expensive. These costs often get passed along to the customer. Worse still, it encourages providers to skimp on redundancy, making their offerings less scalable and less robust in the event of disaster events. 

Proprietary data centers add several layers of concern to the colocation option. In addition to the hardware ownership challenges, the provider is not responsible for all the infrastructure responsibilities that come with data center administration, such as redundant power, cooling, physical security, and network connectivity.

Moreover, proprietary data centers often lack the geo-diversity that comes with a larger provider. Beyond infrastructure, security is a monumental responsibility for a data center provider, and many smaller providers struggle to keep up with evolving threats. In fact, Estes recently onboarded a customer who came to us due to their Managed Service Provider’s propriety data center getting hacked and ransomed. 

Is the cloud provider hosting out of a public cloud data center? 

Public cloud environments operate in multi-tenant configurations where customers contend with one another for resources. Resource contention means that when one customer’s resource consumption spikes, the performance experienced by the other customers in the shared tenant will likely suffer. Moreover, many multi-tenant environments lack the firewall isolation present in private cloud infrastructures, which increases security concerns. Isolated environments are generally safer environments. 

Is the cloud provider proactively compliant?

Compliance is more than the adherence to accounting standards — it is a means to guarantee that your provider is performing the necessary due diligence in order to ensure the business practices of an organization do not create vulnerabilities that can compromise the security and reliability assertions of the provider. What compliance and auditing standards does your cloud provider adhere to?

Is your cloud provider compliant according to their own hardware vendor’s standards?

Hardware providers, such as Cisco, for instance, offer auditing services, to ensure their hardware is being reliably deployed. Ensure that your provider adheres to their vendor’s standards. How about penetration testing? Is your provider performing external penetration testing to ensure PCI security compliance? In terms of industry standard compliance frameworks, such as HIPAA, PCI/DCC, and SOC I and SOC II, ensure that your provider is being routinely audited. Leveraging industry standards through compliance regulation best practices can go a long way to make sure they are not letting their guards down. 

What kind of campus connectivity is offered between your data centers and the outside world?

Low national latency is of utmost importance from a customer perspective. Efficient data transfer between the data centers themselves and from a given data center to the outside world is fundamental to a cloud customer. Achieving transactional efficiency is achieved in multiple ways.

For a network to be efficient, the data itself must take as few “hops” from one network to another. This is best achieved through tight partnerships between the data center and both the national and regional ISPs that service individual organizations.

Within the data center network, an efficient infrastructure is helpful. US Signal, for instance, has a 14K mile network fiber backbone connecting its data centers and connecting them to regional transfer stations. This allows US Signal to support 3 ms latency between its 9 data centers, and to physically connect with over 90 national ISPs. This results in an extremely low national latency.

What kinds of backup and disaster recovery solutions can be bundled with your cloud solutions?

Fundamental to a cloud deployment is the ability to provide redundancy in the event of a disaster. Disaster recovery is necessary to sustaining an environment, whether on premise or in the cloud. But a disaster recovery solution must adhere to rigorous standards of its own if it is to be effective. Physical separation between a primary and secondary sight is one such baseline need. Additionally, the disaster recovery solution needs to be sufficiently air-gapped, in order to hit your desired RPO and RTO targets, while avoiding potential cross-contamination between platforms due to an event of hacking, viruses, or ransomware.

What kinds of uptime and reliability guarantees are offered by your data center?

All of the above aspects of a data center architecture should ultimately result in greater uptime for the cloud consumer. The major public data center providers are notorious for significant outages, and this has deleterious effects on customers of these services. Similarly, smaller providers may lack the infrastructure that can support rigorous uptime standards. When choosing a provider, make sure to understand the resiliency and reliable uptime of the supporting platform. EstesGroup can offer a 100% uptime SLA when hosted in our cloud with recovery times not achievable by the public cloud providers.

Uptime has a planned/unplanned component that must also be considered. Many larger cloud providers do not give advanced warning when instances will be shut down for upgrades, which can be extremely disruptive for consumers, and result in a loss of control that conflicts with daily business initiatives. Ensure that planned downtime is a service that is communicated and understood before it happens. 

How scalable is the overall platform?

Scalability has to do with flexibility and speed. How flexible can the resources of an individual virtual machine (VM) be tweaked and how quickly can these changes be made. Ideally, your cloud provider provides dynamic resource pool provisioning — this allows for dynamic allocation of computing resources when and where they are needed.

Some provider environments support “auto-scaling,” which can dynamically create and terminate instances, but they may not allow for dynamic resource changes to an existing instance. In these cases, if a customer wishes to augment resources of any instance, it must be terminated and rebuilt using the desired instance options provided by other providers. This can be problematic. Additionally, provisioning, whether to a new VM or an existing one, should be quick, and not require a long lead time to complete. Ensure that your cloud provider specifies the lapsed time required to provision and re-provision resources.

What are the data movement costs?

The costs associated with the movement of data can significantly impact your total cloud costs. These are normally applied as a toll fee that accumulates based on the amount of data that moves over a given time. So these costs can be unpredictable. But what kinds of data movements occur?

  • Data ingress: data moving into the storage location, as it is being uploaded.
  • Data egress: data out of the storage location, as it is being downloaded. 

Data centers rarely charge for ingress movement — they like the movement of data into their network. But many will charge for data egress. This means that if you want your data back, they may charge you for it.

Sometimes these fees even occur when data is moving within the provider’s network, between regions and instances. If you’re looking for a cloud provider, check the fine print to determine whether egress fees are applied, and estimate your data movement, to understand your total cost. EstesGroup gives you symmetrical internet data transfer with no egress charges, so your data movement does not result in additional charges. This means that your cloud costs are predictable.

Does the cloud provider offer robust support?

Downtime can come from one of many situations. Your ISP could experience an outage, and may need to fail over to your secondary provider.  Or you may encounter an email phishing scam resulting in a local malware attack.  Or you may experience an outage, due to a regional power grid issue. In these extenuating circumstances, you may find yourself in need of contacting your cloud provider in a hurry.

As such, you’ll want a provider that offers robust pre-sales and post-sales support that is available 24/7/365. Many providers offer high-level support only if you subscribe to an additional support plan, which is an additional monthly cost. Wait times are also an issue — you may have a support plan, but the support may be slow and cumbersome. Look for a cloud provider that will guarantee an engineer in less than 60 seconds, 24/7/365.

Are you ready for a tour of one of the best data centers in the world? Meet with the EstesCloud team to get the right cloud strategy for your business.