PSaaS: Transforming ERP Support and Delivery with a New Service Model
In today’s fast-paced business landscape, almost everything is delivered as a service — from software (SaaS) to infrastructure (IaaS) to even transportation and groceries. This shift has redefined how businesses consume and manage technology and services. But can the same model revolutionize ERP professional services, particularly for users of Epicor Kinetic?
The answer is yes. The concept of Professional Service-as-a-Service (PSaaS) is gaining traction as a flexible and scalable solution for ERP support and delivery.
What is Professional Service-as-a-Service (PSaaS)?
At its core, PSaaS moves away from traditional ERP support models that rely on upfront contracts, rigid timeframes, and unpredictable costs. Instead, professional services are delivered in a subscription-based, on-demand model.
For Epicor Kinetic users, this means access to expert ERP support, enhancements, and optimization without the hassle of large projects or resource-heavy contracts. You get what you need, when you need it — in a way that’s predictable and sustainable for your business.
Why Epicor Kinetic Users Benefit from PSaaS
Epicor Kinetic is a powerful cloud-based ERP solution that helps manufacturers and distributors optimize workflows, enhance productivity, and scale operations. However, keeping your system aligned with business needs requires ongoing support and expertise.
With EstesCare ERP Professional Service-as-a-Service, Epicor Kinetic users can focus on growth and ROI while doing the following and more:
Access Expertise On-Demand: Whether you need help with customizations, integrations, reporting, or general system optimization, PSaaS provides a team of ERP experts ready to assist — without lengthy project negotiations.
Achieve Cost Predictability: Traditional ERP support can be costly and unpredictable. PSaaS offers a subscription-based pricing model, ensuring your support costs are manageable and transparent.
Streamline System Enhancements: ERP systems like Epicor Kinetic evolve with regular updates. PSaaS allows you to implement updates, enhancements, and best practices efficiently, so you can take full advantage of Epicor’s features.
Focus on Core Business Goals: By outsourcing ERP professional services, your internal team can focus on driving core business initiatives rather than getting bogged down by troubleshooting or system maintenance.
Scale Services as You Grow: Whether you’re a small manufacturer or a global enterprise, PSaaS can scale with you. As your Epicor Kinetic environment grows, your professional services can seamlessly adapt.
How Does PSaaS Work for Epicor Kinetic?
The model is simple and user-focused:
Assessment: A quick assessment identifies your current needs, pain points, and opportunities for improvement in your Epicor Kinetic environment.
Subscription Setup: You select a subscription package based on your needs (e.g., monthly support hours, specific services).
Ongoing Support & Optimization: ERP experts deliver services like troubleshooting and issue resolution; custom reports and dashboards; user training and documentation; enhancements and integrations; and regular system health checks.
Review & Adjust: As your needs change, the subscription can flex to ensure optimal support for your evolving Epicor Kinetic environment.
Why Professional Service Partnership Matters in Today’s ERP Landscape
The ERP market is shifting. Businesses are demanding flexibility, scalability, and ROI-driven outcomes from their ERP investments. Professional Service-as-a-Service meets this demand head-on by aligning ERP support with modern service consumption trends.
For Epicor Kinetic users, this model offers the opportunity to maintain a lean, efficient, and agile ERP system without the traditional constraints of support contracts or one-off engagements.
Is EstesCare ERP Professional Services Suite Right for Your Organization?
If you’re an Epicor Kinetic user looking to do the following to improve your operations:
Reduce ERP support costs
Streamline system improvements
Access on-demand expertise
Increase ROI on your ERP investment
Then Professional Service-as-a-Service with EstesGroup’s EstesCare Support Services team may be your perfect solution.
What are the hardware system requirements for Epicor Prophet 21?
Enterprise Resource Planning (ERP) systems like Epicor Prophet 21 (P21) play a crucial role in streamlining operations and driving business growth in the distribution industry. However, the hardware requirements for on-premise ERP deployments present an ongoing challenge, constantly evolving with technological advancements and software updates.
Epicor P21 – Background and Evolving Capabilities
Epicor positions Prophet 21 as a solution “made by distributors for distributors.” As the distribution industry continues to change, P21’s capabilities expand to meet new challenges. These include advanced Customer Relationship Management (CRM), Order Management, eCommerce integration, and Business Intelligence features. With each new version and feature set, the demands on hardware infrastructure often increase.
The Moving Target of Hardware Requirements
The performance of on-premise Epicor P21 systems is intrinsically tied to the underlying hardware infrastructure. As the software evolves, so do its hardware needs. This presents a significant challenge for IT teams, who must continually reassess and potentially upgrade their hardware to maintain optimal performance.
Key Things to Consider When Addressing Hardware System Requirements for Epicor Prophet 21
While specific requirements may shift, some general hardware considerations for P21 deployment include the following:
Servers: Both database and application servers need regular evaluation to ensure they meet the latest requirements.
Processing Power: The demand for more powerful, multi-core processors (such as the Intel Xeon series) tends to increase over time.
Storage: The shift towards faster storage solutions like SSDs and advanced RAID configurations is ongoing.
Memory: RAM requirements typically trend upwards with each major software release.
Networking: As more features become web-based or cloud-integrated, network infrastructure becomes increasingly critical.
Back to the Basics of P21
Servers
Database Server: Responsible for managing and storing data that the ERP system uses; key features for optimal functionality and performance include robust storage and memory, ensuring users can quickly access and process data
Middleware/Web Applications Server: Essential for organizations that utilize P21’s web-based components; requires minimal to moderate processing capability and memory, depending on the number of users
Processing
Server CPU capabilities determine performance
Multi-core processors are recommended
Storage
Solid-State Drives (SSDs) perform the best
Redundant Array Independent Disks (RAID 10) enhance data processing
Memory
Adequate RAM is essential for operation
For the Database Server, 32 GB RAM or greater is recommended
For the Web Server, 8 GB RAM or more is needed, depending on the number of users
Networking
Web-based or cloud-integrated network infrastructure becomes necessary
Scalability has become one of the greatest challenges when addressing hardware system requirements for Epicor Prophet 21.
One of the biggest challenges in on-premise ERP deployment is planning for scalability. As businesses grow and P21 capabilities expand, the hardware infrastructure must be able to scale accordingly. This often requires significant foresight and investment, as upgrading hardware can be costly and disruptive.
Cloud vs. On-Premise ERP: A Shifting Landscape
The evolving nature of hardware requirements is pushing many organizations to reconsider the total cost of ownership for on-premise deployments. Cloud-based solutions, which offload the burden of hardware management and upgrades, are becoming increasingly attractive. However, this shift introduces new considerations around data security, customization, and control.
Staying Ahead of the Cloud
To manage the ever-changing hardware requirements for on-premise P21 deployments, organizations should do the following:
Maintain close communication with Epicor about upcoming releases and their potential hardware impacts.
Regularly audit current hardware against the latest requirements.
Develop a long-term hardware upgrade strategy that aligns with both business growth projections and P21’s development roadmap.
Consider hybrid approaches that leverage both on-premise and cloud resources to balance performance, cost, and flexibility.
The hardware system requirements for Prophet 21 deployments are not static.
They represent an ongoing challenge that requires constant attention and adaptation. While this document outlines some general considerations, it’s crucial to recognize that these may change rapidly. Organizations must stay informed about the latest requirements, plan proactively for hardware upgrades, and continually evaluate their deployment strategy to ensure they’re maximizing the benefits of their P21 system while managing the complexities of evolving hardware needs.
EstesGroup and NAW: A Powerful Partnership for Distribution Success
The National Association of Wholesale Distributors (NAW) has been a cornerstone of the multi-trillion dollar wholesale distribution industry since 1946. Let’s explore NAW’s role, offerings, membership benefits, and key events that drive wholesale success. EstesGroup provides full services and solutions to the distribution industry for business consulting, enterprise resource planning (ERP), technology, and cloud solutions.
While the National Association of Wholesale Distributors (NAW) provides invaluable industry advocacy, networking, and educational resources, EstesGroup complements these efforts by offering cutting-edge technological solutions tailored for the distribution sector. This synergy creates a comprehensive support system for wholesale distributors looking to thrive in today’s competitive marketplace.
What EstesGroup Brings to NAW Events
EstesGroup’s full suite of world-class ERP, IT, and cloud solutions addresses the unique technological needs of distributors. Their offerings include:
ERP Solutions: EstesGroup specializes in implementing and supporting enterprise resource planning systems designed specifically for distributors. These ERP solutions streamline operations, enhance inventory management, and improve overall business efficiency.
IT Services: With a deep understanding of the distribution industry, EstesGroup provides managed IT services that ensure your technology infrastructure supports your business goals. From network security to help desk support, they keep your operations running smoothly.
Cloud Solutions: EstesGroup’s cloud services enable distributors to leverage the power of cloud computing for improved scalability, accessibility, and data security. This allows businesses to focus on growth while EstesGroup manages the technical details.
By combining NAW’s industry insights and advocacy with EstesGroup’s technological expertise, distributors gain a competitive edge. NAW members can leverage EstesGroup’s solutions to implement the best practices and strategies learned through NAW’s educational programs and events. Meanwhile, EstesGroup’s understanding of NAW’s initiatives ensures their technology solutions align with industry trends and regulations.
This powerful combination of industry knowledge and technological capability positions wholesale distributors for success in an increasingly digital marketplace. Whether you’re looking to optimize your supply chain, enhance your customer relationship management, or modernize your entire IT infrastructure, the partnership of NAW’s industry leadership and EstesGroup’s technical prowess provides a solid foundation for growth and innovation in the distribution sector.
What is NAW?
NAW represents diverse sectors within the wholesale distribution industry, serving businesses of all sizes. The organization is committed to do the following and more:
Creating policies that strengthen the industry
Providing resources for contemporary market challenges
Promoting success for all member businesses
EstesGroup Supports NAW’s Core Mission
Advocacy
Represents wholesale distributors at federal and state levels
Lobbies for beneficial legislative and policy changes
Acts as the industry’s voice for a better business environment
Education
Offers resources to enhance members’ knowledge and skills
Provides publications and online webinars
Keeps members informed about industry best practices and technologies
Networking
Facilitates member events for industry connections
Fosters community and collaboration
Promotes valuable partnerships and insights
Membership Benefits
Industry representation through advocacy efforts
Access to valuable research and reports
Educational resources for professional development
Networking opportunities within the industry
Discounted services and products from strategic partners
Key NAW Events
SHIFT 2024
Date: September 11-13, 2024
Location: Denver, Colorado
Features: Networking and business insights from industry leaders
NAW Executive Summit 2025
Date: January 27-29, 2025
Location: Grand Hyatt, Washington, D.C.
Features: Learning, networking, and social events
NAW is an essential resource for wholesale distribution businesses, offering advocacy, education, and networking opportunities. Through its events and services, NAW promotes community, collaboration, and sustainable growth in the industry.
The National Association of Wholesale Distributors (NAW) Events in 2024 and 2025: Your Competitive Edge
Visit EstesGroup at NAW events, where our team of experts will be offering complimentary consultations tailored to your distribution company’s needs. Whether you’re looking to optimize your Prophet 21 implementation, explore cloud solutions, or discuss IT strategies, our specialists are ready to provide insights and guidance at no cost. Take advantage of this exclusive opportunity to do the following and more:
Gain personalized advice from EstesGroup’s distribution technology experts
Explore cutting-edge solutions to enhance your operations
Business Process Re-engineering (BPR) or Business Process Review (also BPR) have evolved into a crucial strategy for companies navigating the rapidly changing digital landscape. If you’ve been in your industry for even a short time, you’ve likely encountered both terms and recognize the growing importance in driving innovation and maintaining competitive, especially in regard to new AI technologies.
Business Process Re-engineering and Business Process Review, both conveniently abbreviated as BPR, are two sides of the same coin in the realm of organizational improvement. While they share the goal of enhancing business operations, their approaches and outcomes differ significantly. A Business Process Review is like a health check-up for your company, diagnosing issues and suggesting minor tweaks to existing processes. It’s the corporate equivalent of adjusting your diet and exercise routine.
On the other hand, Business Process Re-engineering is more akin to radical reconstructive surgery, completely reimagining and rebuilding processes from the ground up. It’s not just about losing a few pounds; it’s about getting an entirely new body. Both BPRs aim to boost efficiency and effectiveness, but while a Review might suggest switching from manual to digital record-keeping, Re-engineering could propose scrapping the entire department and replacing it with an AI-driven system. In essence, these BPR twins are united in their quest for improvement but diverge in their level of ambition and disruption.
Modern businesses and ERP solutions are intricate ecosystems of processes designed to optimize quality, efficiency, and profitability. However, in today’s fast-paced environment, these processes require constant evolution. To stay ahead, companies must embrace continuous transformation, leveraging cutting-edge technologies and methodologies.
Regular, comprehensive reviews of your business processes are no longer optional—they’re essential for survival and growth. This may involve:
Harnessing the power of big data and advanced analytics
Integrating AI and machine learning into decision-making processes
Reimagining customer engagement through personalized, AI-driven experiences
Adopting blockchain for enhanced security and transparency
Exploring the potential of augmented and virtual reality in various business functions
Legacy systems that once formed the backbone of operations may now be holding you back. It’s time to consider next-generation solutions built on cloud-native architectures and powered by AI.
Enter the New Era of ERP in an Era of AI
Enterprise Resource Planning (ERP) has undergone a radical transformation. Today’s ERP solutions are intelligent, interconnected platforms that serve as the central nervous system of your organization.
A state-of-the-art ERP system should do all of the following and more:
Leverage AI for predictive analytics and autonomous decision-making
Offer seamless integration with IoT devices for real-time data collection
Provide advanced cybersecurity measures to protect against evolving threats
Enable hyper-personalization in customer interactions
Facilitate sustainable and ethical business practices
Support remote and hybrid work models with robust collaboration tools
Offer immersive data visualization for enhanced insights
The best part? These advanced ERP solutions are designed for the mobile-first world, allowing secure access and management from any device, anywhere on the planet.
If this sounds like the future your business needs, it’s time to speak with an EstesGroup AI + ERP consultant. Imagine your business processes reimagined by AI – EstesGroup can turn that vision into reality, transforming your operations from outdated to cutting-edge through strategic BPR (Business Process Review or Business Process Re-Engineering project), leaving your competitors wondering how you leaped so far ahead so fast.
At EstesGroup, we specialize in propelling businesses into the future. As leading implementers of cutting-edge ERP solutions, we excel in BPR for the AI age. Our team identifies the processes holding your business back and tailors ERP solutions that unlock your company’s full potential in this new digital era.
Reimagine Your Business for the AI Era with BPR for ERP Expertise
As we stand on the cusp of 2025, the dual forces of Business Process Re-engineering and Business Process Review are more critical than ever in navigating the AI-driven future. Whether you’re looking for incremental improvements or radical transformations, these BPR approaches offer powerful tools to optimize your operations for the challenges ahead. At EstesGroup, we understand that every business’s journey is unique. We’re here to guide you through whichever BPR path best suits your needs, leveraging cutting-edge AI technologies and our deep industry expertise.
By embracing these forward-thinking strategies, your organization can not only adapt to the rapidly evolving business landscape but thrive in it. Don’t let your processes become relics of the past—partner with us to reimagine your business for the AI era and position yourself at the forefront of innovation. The future is here, and with the right BPR approach, you’ll be ready to seize every opportunity it brings. Take the first step towards future-proofing your business. Connect with us today and discover how we can transform your operations for the challenges and opportunities of 2025 and beyond.
In a twist of digital irony, AI is fast becoming the ultimate meta-consultant – the sage advisor to the advisors themselves. Seasoned Enterprise Resource Planning (ERP) and IT consultants, armed with years of experience and polished PowerPoint decks, now turn to their silicon-based counterparts for a leg up. These AI systems, tirelessly crunching data and spotting patterns that would make even the most caffeine-fueled analyst weep, are transforming from mere tools into indispensable collaborators. It’s as if the oracles of the business world have found their own oracle, one that speaks in algorithms and predictive models, even in complex areas like cybersecurity.
Brave New Cloud ERP
The consultants who once prided themselves on having all the answers are now asking AI the questions, creating a cerebral symbiosis that’s redefining the very nature of expertise. In this brave new world, the smartest person in the room might just be the one who knows how to ask the right questions – to a machine.
Artificial Intelligence (AI) is rapidly transforming the business landscape, presenting both opportunities and challenges. As companies navigate this new terrain, it’s crucial to understand AI’s impact and potential, especially as it transforms cloud technology. Let’s explore essential questions about AI in business, focusing on perspectives, influences, risks, and strategic planning.
Understanding AI’s Role in Modern Business
AI has become a game-changer across industries. From automating routine tasks to providing deep insights through data analysis, AI is reshaping how businesses operate. It’s essential to develop a clear perspective on AI’s potential in your specific industry and how it aligns with your business goals.
The Impact of AI on Business Operations and Workforce
AI is not just a technological upgrade; it’s a transformative force affecting various aspects of business:
Operational efficiency: AI can streamline processes and reduce human error.
Employee roles: It may change job descriptions and create new positions.
Decision-making: AI-driven insights can inform strategic choices.
Consider how AI might enhance your team’s capabilities rather than replace them.
AI Integration with Existing Systems
One crucial consideration is how AI might interact with your current Enterprise Resource Planning (ERP) system. Questions to ponder include:
Can AI enhance your ERP’s functionality?
What data integration challenges might arise?
How might AI-powered analytics complement your ERP’s reporting capabilities?
Addressing AI-Related Risks and Concerns
While AI offers numerous benefits, it’s important to be aware of potential risks:
Data privacy and security
Ethical considerations in AI decision-making
Dependence on AI systems
Regulatory compliance
Enterprise Resource Planning in risky business. In AI consulting in ERP, identifying risks is the first step in developing mitigation strategies.
Developing an AI Strategy
To harness AI’s potential effectively, businesses need a well-thought-out plan:
Assess your current technological landscape
Identify areas where AI can add the most value
Set clear objectives for AI implementation
Develop a timeline and resource allocation plan
Consider the need for upskilling or hiring AI talent
Partnering for AI Success
As you embark on your AI journey, consider what you need from technology partners like Estes:
Do you need assistance in implementing AI solutions?
Are you looking for ways to mitigate AI-related risks?
Or do you prefer to navigate AI independently, with minimal external involvement?
AI Consulting in ERP Begins with ERP Consulting
AI’s role in business is continually evolving. By addressing these key questions, you can better position your company to leverage AI’s benefits while managing its challenges. Remember, the goal is not just to adopt AI, but to integrate it in a way that aligns with your business objectives and values.
What’s your take on AI in your business? Are you considering AI consulting for ERP? Reach out to our expert team of ERP and IT / Cloud consultants today to discuss how we can support your AI journey. Let’s find out-of-the-box AI solutions or customized AI tools for your business!
In today’s data-driven business landscape, creating custom reports in Epicor ERP is crucial for informed decision-making. However, this process can be more challenging than expected. Let’s dive into the best practices for developing custom reports that meet your exact needs and leverage Epicor’s powerful capabilities.
Assessing the Need for Custom Reports in Epicor ERP
Before embarking on custom report development, consider whether it’s truly necessary. Simply replicating legacy system reports or providing vague instructions like “make it happen” often leads to disappointing results. Instead, a strategic approach is key to unlocking the full potential of Epicor ERP’s reporting features.
Key Elements for Specifying Epicor Reports
To ensure your custom reports deliver maximum value, focus on these critical components:
Query Logic
Define the precise data set your report should return. For example, “all active parts in Part Class X” or “uninvoiced sales order miscellaneous charges.” This foundational step guides the developer in structuring the underlying query effectively.
Filters
Determine if your report requires filtering options, such as by part, supplier, or site. This flexibility enhances user experience and report functionality within the Epicor ecosystem.
Groupings
Specify how you want data grouped in your report. For instance, “group by site and customer” provides a clear organizational structure for your information.
Sorts
Within your groupings, establish sorting preferences. This impacts the query structure and data presentation. Examples include “sort by invoice number” or “alphabetically by part number.”
Fields & Field Order
Identify the specific Epicor ERP fields containing relevant data and their desired order in the report. For calculated fields, provide the exact formula (e.g., past due = due date – current date).
Sample Data
Ensure your development environment contains representative data for testing. This might involve creating sales orders with miscellaneous charges to accurately model your reporting requirements.
Visual Mockup
A visual representation of your desired report layout significantly aids developers in organizing the output. When transitioning from a legacy system, adapt the old report format to align with Epicor’s capabilities.
Leveraging Epicor ERP’s Advanced Reporting Tools
Epicor offers robust reporting solutions like Epicor Data Analytics (EDA) and Epicor Financial Report Writer. These tools integrate seamlessly with your ERP system, providing real-time insights and customizable dashboards.
Optimizing Report Performance
To ensure your custom reports run efficiently:
Use appropriate indexing strategies
Implement smart data caching
Leverage Epicor’s built-in performance optimization features
Ensuring Data Security and Compliance
When developing custom reports, always consider data security and regulatory compliance. Epicor ERP provides robust security features to protect sensitive information while allowing authorized access to critical business intelligence.
Continuous Improvement and User Feedback
Implement a feedback loop to continuously refine your custom reports. Regular user surveys and performance metrics can help identify areas for improvement and ensure your reports evolve with your business needs.
Gain Optimal Performance by Mastering Custom Reports in Epicor ERP
By following these best practices and leveraging Epicor ERP’s powerful reporting capabilities, you can create custom reports that provide accurate, timely, and actionable insights. Remember, the key to success lies in clear specifications, strategic planning, and a deep understanding of your business requirements.
Stay ahead of the curve with Epicor ERP’s advanced reporting solutions and drive your business towards greater efficiency and profitability.
