Select Page
P21WWUG CONNECT 2024 and the Future of Prophet 21

P21WWUG CONNECT 2024 and the Future of Prophet 21

P21WWUG CONNECT 2024 Sponsor EstesGroup

EstesGroup is Proud to Sponsor the P21WWUG CONNECT Event in Chicago

As a proud Gold Sponsor of the Prophet 21 World Wide Users Group (P21WWUG) CONNECT event in Chicago, EstesGroup invites you to join us for this incredible opportunity to learn, network, and grow your business. This annual event is a must-attend for anyone using Prophet 21 software in the distribution industry. With expert-led sessions, user-driven classes, and valuable networking opportunities, CONNECT 2024 is the perfect place to gain new insights and connect with like-minded professionals.

Why You Should Attend CONNECT 2024

CONNECT 2024 features a lineup of expert speakers, including Epicor representatives, industry leaders, and experienced P21 users. Gain valuable knowledge and insights from those who have been in your shoes and have found success. Connect with other P21 users from around the world, share your experiences, and learn from one another. EstesGroup, as Gold Sponsor, will offer multiple networking opportunities, and the Prophet 21 World Wide User Group will bring your team even more opportunities to network with peers this year.

Discover New Solutions for Prophet 21 ERP

At P21WWUG CONNECT 2024, you can engage directly with vendors presenting a diverse array of complementary products and services aimed at enhancing operational efficiency and maximizing profitability. Discover the tools essential for moving your business forward, ensuring that you remain competitive and adaptable in an ever-evolving marketplace. Whether seeking streamlined operations or aiming for enhanced performance, this event provides the platform to explore solutions tailored to your specific needs, empowering you to elevate your business to new heights.

Get Answers to Your P21 Questions

Whether you’re seeking clarity on specific functionalities or aiming to optimize your usage of the platform, this opportunity offers a direct line to expertise. Engage with fellow users and experts alike, fostering an environment of collaboration and knowledge-sharing. Don’t miss this chance to delve into the depths of Prophet 21 and emerge with actionable strategies to improve operations. Stay up-to-date on the latest trends, best practices, and innovations in the distribution industry.

EstesGroup’s CONNECT 2024 Session: Overcoming Obstacles to Web UI Migration

As a leader in helping businesses transition to the Prophet 21 Web UI, EstesGroup will be presenting a session titled “Overcoming Obstacles to Web UI Migration.” Our team of experts will share valuable insights, best practices, and lessons learned from helping numerous clients make the switch from the legacy Desktop App to the Middleware/Web UI-based configuration. You will learn:

  • How to configure middleware servers for optimal Web UI performance
  • How to adapt to changes in printing and reporting with the Web UI
  • How to handle scheduled tasks and TCPX in the new environment
  • How to migrate custom functionality, including Dynachange screen mods, business rules, portals, reports, integrations, and more

Don’t miss this opportunity to learn from our experienced team and gain the knowledge you need to successfully migrate to the Prophet 21 Web UI.

As your trusted partner in Prophet 21 implementation, optimization, cloud deployment, and support, EstesGroup is committed to your success. We are excited to sponsor and participate in CONNECT 2024, and we look forward to connecting with you in Chicago. Visit our booth at the event to learn more about our services, including the following:

  • Prophet 21 implementation and upgrades
  • Web UI migration and optimization
  • Custom development and integrations
  • P21 training and support
  • Custom cloud solutions
  • Technology solutions and services managed by EstesGroup’s Prophet 21 experts

Our team of experienced consultants will be on hand to answer your questions, provide demos, and discuss how we can help you achieve your business goals with Epicor Prophet 21, third-party solutions, distribution industry trends, business excellence, and more!

Change Management Tips for Your Epicor Kinetic Upgrade

Change Management Tips for Your Epicor Kinetic Upgrade

The Process

Is your team ready to unlock the full potential of Epicor Kinetic? Don’t fear the upgrade process – with these key strategies, you’ll guide your team through a smooth and successful transition. You can quickly elevate operations with Epicor Kinetic. But before you embark on this exciting journey, let’s address a common concern: Change Management.

Change Management Epicor Kinetic Upgrade ERP

What is change management in an Epicor Kinetic upgrade?

Change management for Epicor Kinetic is your strategic roadmap for a smooth transition from an older Epicor system to the new Kinetic platform. It involves proactively preparing, guiding, and supporting your entire organization throughout the process. The ultimate goal is to minimize disruption, ensure your employees embrace the new system, and maximize the benefits it has to offer.

How to Manage Your Change Management: Epicor Kinetic Upgrade Management

Successfully upgrading to Epicor Kinetic requires a collaborative effort. By implementing these key strategies, you can equip your team with the knowledge, ownership, and resources they need to thrive in the new system:

  • Keep employees informed about the upcoming changes, the reasons behind them, and the expected timeline is crucial.
  • Provide employees with the necessary training on the new features and functionalities of Kinetic ensures they can effectively utilize the system and its benefits. Actively involving key stakeholders and employees in the process can foster a sense of ownership and encourage participation.
  • Use your top talent at all levels to create a detailed plan that outlines the steps required to migrate data, update workflows, and adapt to the new system.

The Culture

Navigating an Epicor Kinetic upgrade requires a strategic approach. Discover how to minimize disruption, ensure user adoption, and maximize the benefits of your new system with effective change management strategies. Learn how to anticipate and address concerns, foster communication, and build a successful transition plan for your team:

  • Acknowledge and Address Concerns: Understand change can be daunting. Openly discuss potential challenges and proactively develop solutions to keep your team engaged and motivated.
  • Foster Communication and Transparency: Keep your team informed throughout the process. Share updates, address concerns, and encourage open communication to ensure everyone feels involved and heard.
  • Empower Your Team with Training: Equip your team with the knowledge and skills to navigate the new system effectively. Prioritize comprehensive training tailored to their specific roles and responsibilities.
  • Leverage Collaboration and Teamwork: Encourage knowledge sharing and collaboration between team members. Create a supportive environment where everyone can learn from each other and adapt together.
  • Celebrate Successes and Milestones: Recognize and acknowledge individual and team achievements throughout the transition process. Celebrate milestones to maintain positive momentum and reinforce the value of embracing change.

Prepare for your Epicor Kinetic upgrade with confidence.

Move quickly from your first decision to your building a team that can make the best decisions at every step:

  • Decide what you truly need from your ERP system. Collaborate to identify essential features and streamline your system.
  • Customize with purpose. Assess your current customizations, pinpoint those crucial to your workflow, and remove outdated ones.
  • Discover the power of Kinetic. Break down the new features and how they’ll benefit your specific operations.
  • Build a rock-solid upgrade plan. Develop a detailed strategy and assemble a dedicated upgrade team for a smooth transition.

Knowledge is power, especially when it comes to navigating complex upgrades.

A proactive approach fosters transparency and ownership within your team, paving the way for a smooth and successful transition to the new Kinetic system. By empowering your team with knowledge, you’ll be well-positioned to unlock the full potential of Kinetic and achieve your business goals. Here are a few tips:

  • Equip your team for success: Leverage EstesGroup’s expertise to provide your team with comprehensive documentation and resources.
  • Empower them as upgrade champions: Foster confidence by equipping your team with the knowledge to navigate each step of the process.
  • Gain clarity through collaboration: During an initial consultation, EstesGroup will guide your team through the entire journey, ensuring they feel fully prepared and informed.
  • Transparency and ownership pave the way: This proactive approach fosters transparency and empowers your team to take ownership, setting the stage for a smooth transition to Kinetic.

Anticipate to Migrate

During your Epicor Kinetic upgrade process, anticipate and address potential challenges and concerns your team might have. Understand that fear of change, unfamiliarity with the new system, and perceived disruptions to workflows are common sources of resistance. Partner with EstesGroup to ease the pain and get peace of mind knowing that your project will be successful, your ROI will be bountiful, and your team will be grateful for change.

EstesGroup Interviews Dan Aldridge: A Journey Through ERP

EstesGroup Interviews Dan Aldridge: A Journey Through ERP

Celebrating 20 Years with EstesGroup

For two decades, EstesGroup has been immersed in the world of Enterprise Resource Planning (ERP), aiding companies in harnessing technology for their organizational advancement. In honor of EstesGroup’s 20th anniversary, we embark on a series of interviews with friends and colleagues who have shared in our remarkable journey.

Dan Aldridge Interview ESTES LIVE 2024

On January 12th, Brad Feakes, President of EstesGroup, sat down with Dan Aldridge, a prominent figure in the ERP community and a burgeoning social media influencer in the realms of digital transformation, change management, and Enterprise Resource Planning.

Begin with Baan

Dan brings a unique perspective to the ERP landscape, having actively participated in ERP since the late ’90s and directly witnessing the Y2K ERP boom and its aftermath. Having gained experience with Baan’s Tier 1 ERP solution at its peak, he observed its subsequent decline and eventual integration into Infor’s comprehensive suite of ERP solutions. One could say he has witnessed it all.

Network Equals Net Worth

Dan’s career is characterized by the relationships cultivated along the journey. Colleagues from past ventures became the foundation for new endeavors. When it was time to expand the team and venture into new territories, his network provided invaluable support. Reflecting on the past, Dan finds new connections emerging based on shared business cultures that transcend their original brands.

Inbound and Outbound Strategies

In marketing and business development, Dan emphasizes the transformative power of relationships. Rather than conforming to algorithmic preferences, he advocates for informative and educational content that fosters genuine connections. “Network equals net worth” underscores the organic growth nurtured by meaningful relationships. Dan’s approach to content marketing aligns with his organizational goals while building his personal brand. In the ERP space, inbound marketing is inherently relational, focusing on solving problems and building connections that drive business growth.

Scaling, Impaling, and Prevailing

Dan’s insights into business growth and operations extend from his experiences as a business owner and a leader tasked with growing an ERP organization in the US market. Scaling organizations presents unique challenges that extend beyond implementation activities. Navigating growth requires tailored approaches in sales and marketing, particularly when transitioning from a smaller market to a larger one.

Solutions vs. Services

A notable challenge in the ERP space lies in the disparity between selling ERP solutions and selling implementation services. Selling ERP solutions emphasizes software capabilities, while selling implementation services focuses on demonstrating domain authority and expertise. As a consultant, selling services is often more straightforward due to the control over delivery, unlike the uncertainties associated with software sales.

Navigating the Future: Cloud ERP and Composable ERP

Cloud ERP dominates the horizon as on-premise models become obsolete. Dan explores the concept of Composable ERP, envisioning dynamic ERP architectures built atop legacy infrastructure without necessitating underlying system upgrades. This approach offers large organizations the flexibility to create common business processes across divisions with disparate systems, heralding a new era in ERP adaptability.

Next Steps: More EstesGroup Interviews to Come!

As the year unfolds, EstesGroup will continue celebrating its 20th anniversary by reflecting on the journey alongside the friends and colleagues who have been part of this remarkable story. We look forward to sharing more EstesGroup interviews with you along the way.

Follow Us

Watch EstesGroup Interviews on YouTube to Learn More about ERP in 2024

Frenetic to Kinetic: 5 Tips for Epicor Kinetic Upgrades

Frenetic to Kinetic: 5 Tips for Epicor Kinetic Upgrades

Transforming ERP Upgrades into Smooth Operations

As your manufacturing company considers upgrading its current Enterprise Resource Planning (ERP) system to Epicor Kinetic, the prospect of navigating potential challenges and complexities might seem daunting. However, with the right approach, this transition to advanced enterprise software can be a smooth and beneficial process for your organization.

Epicor Kinetic Upgrades ERP Project

Preparation for ERP Upgrade Team Success

Begin by thoroughly preparing for the transition to Epicor Kinetic. Evaluate your ERP needs, customize the solution to align with your requirements, and identify any redundant aspects of your current system. Gain a comprehensive understanding of Kinetic’s new features and formulate a detailed upgrade plan tailored to your company.

Utilize Documentation for a Stress-Free Epicor Upgrade

Leverage available documentation and industry best practices to make the upgrade to Kinetic a stress-free experience. Conduct an initial consultation to walk through the planning and upgrade process, ensuring your team is well-informed and prepared for the transition.

Adopt a Three-Stage Approach to All ERP Upgrades

Implement a three-stage approach to streamline the upgrade process. Develop checklists, tools, and data fixes that align with the flexibility and customization needs of your current system. This approach minimizes disruptions and ensures a seamless transition during each stage of the upgrade.

Harness the Power of ERP Upgrade Tools

Prior to your upgrade, use tools to identify necessary customizations and anticipate potential obstacles. Post-upgrade, utilize tools to understand your new configurations and operating system. This analytical approach enables your team to make well-informed decisions throughout the transition. Software is alive, and Epicor Kinetic upgrades often become part of a holistic digital transformation process, and the abundance of tools will help your team optimize every digital step. 

Invest in Employee Learning for Optimal Performance

Maximize the performance of your updated system by investing in employee learning. Develop a comprehensive training plan to ensure that your staff can fully utilize the functionality of the new Epicor Kinetic system. Proactively schedule training sessions to facilitate a smooth transition and enhance overall workflow and productivity.

By adopting these strategies and focusing on internal capabilities, your manufacturing company can smoothly transition to the Kinetic upgrade. Navigate each step with careful planning, industry knowledge, and a commitment to optimizing your ERP system for enhanced efficiency and productivity. Embrace the benefits of a newly customized system without hesitation, and position your company for success with Epicor Kinetic.

Totaled Tip: Choose Your ERP Cloud Wisely So You Don’t Crash

When considering the Epicor Kinetic upgrades, businesses often find themselves deliberating between the private cloud deployment and the Software as a Service (SaaS) web-browser version. The private cloud option provides companies with a dedicated environment, offering greater control over customization, security, and data management. It is an ideal choice for organizations with specific compliance requirements or those seeking a tailored solution. On the other hand, the SaaS web-browser version, being a cloud-based option, offers flexibility and accessibility. With this model, businesses can benefit from reduced infrastructure costs, automatic updates, and seamless scalability. The decision between private cloud Kinetic and SaaS depends on factors such as organizational needs, preferences, and the level of control desired. While private cloud ensures a more personalized approach, SaaS brings the advantages of convenience and agility in adapting to evolving business requirements.

Are you looking for help with Epicor Kinetic upgrades and updates?

Chat with us now for immediate help, or schedule a free introductory consultation with one of our Epicor experts.

Connecting the Clouds: Website vs. ERP Hosting

Connecting the Clouds: Website vs. ERP Hosting

Manufacturers and distributors can benefit significantly from a Managed Services Provider (MSP) managing one website or kin websites as part of an integrated IT services, IT security, and enterprise cloud strategy. An external IT provider ensures that the world will view web-based company representation with optimal performance, scalability, and security, reduced downtime and enhanced user experience. Through robust IT security measures, a cloud provider like EstesGroup safeguards sensitive data, mitigating the risk of cyber threats. Additionally, integrating enterprise cloud solutions facilitates seamless data access, collaboration, and scalability, enabling manufacturers and distributors to focus on core business functions while staying agile and competitive in the digital landscape.

Website vs ERP Hosting

For businesses, websites serve as crucial repositories for sharing information, necessitating proper hosting and data management to connect with customers, ensure security, and facilitate growth. When exploring website hosting services and ERP hosting solutions, businesses encounter various cloud options, with managed hosting and shared hosting being the primary types. Understanding the distinctions in the website vs. ERP hosting conversation empowers businesses to make informed decisions aligning with their unique identities.

Is your website hosting forgotten data?

While your IT team is focusing on critical tasks, your website might go unnoticed, opening the path to vulnerability and chaos. In the realm of website hosting, discerning between managed hosting and shared hosting is essential. Managed hosting is ideal for businesses seeking comprehensive control and responsibility, with the service provider acting as a dedicated IT department overseeing all aspects of the website. Conversely, shared hosting accommodates businesses needing performance and security but may lack the size or budget for full-service management. Multiple businesses share resources like RAM and CPU under a shared server, potentially impacting performance during traffic surges. Managed hosting suits larger enterprises prioritizing ultimate performance and security, while shared hosting remains viable for budget-conscious smaller businesses.

Managed Hosting vs. Shared Hosting vs. Managed ERP Hosting

Businesses should consider several key differences between managed and shared hosting for websites and ERP hosting for enterprise resource planning applications. Here are a few things to keep in mind as you unravel your web of business data.

  • Resources: Managed hosting provides dedicated server resources, ensuring optimal performance, while shared hosting involves resource-sharing, potentially leading to performance issues during high traffic.
  • Customization: Managed hosting offers customized solutions, tailored to specific business needs, whereas shared hosting tends to be more one-size-fits-all.
  • Security: Managed hosting prioritizes security, protecting individual businesses, whereas shared hosting may compromise security if one business on the shared server experiences a breach.
  • Optimal Performance: Managed hosting eliminates performance issues associated with shared resources, providing consistent and optimized performance.
  • Updates: Managed hosting ensures prompt updates and security patches, while shared hosting may require businesses to schedule updates themselves.
  • Email: Both hosting types offer email services, with managed hosting providing premium plans for enhanced features.
  • Cost: Shared hosting is more affordable, making it suitable for smaller businesses with budget constraints, while managed hosting, though more expensive, offers superior performance and security.

How ERP Hosting Gets Tangled in Your Website Web

The discussion on website hosting parallels ERP hosting, where businesses can opt for a managed service provider to host their ERP software in a remote, cloud-based data center. This centralized approach provides cost-effective, secure, and scalable solutions, enabling businesses to focus on operations rather than maintaining on-premise infrastructure.

Businesses must comprehend the disparities between the many available cloud options to make informed choices for their website and ERP hosting needs. While managed hosting excels in performance, security, and support, startups or small businesses with budget constraints may consider shared hosting initially. Managed hosting proves invaluable for businesses seeking to eliminate on-premise responsibilities, allowing them to concentrate on optimization and growth.

Complex Cloud Hosting Environments

Experience seamless business operations with our fully managed ERP hosting, ensuring optimal performance, security, and scalability as we take charge of your ERP software in a secure, remote, and cloud-based environment. Ready to tackle website vs. ERP hosting? Elevate your online presence with our fully managed website hosting, where a dedicated IT team handles every aspect, providing tailored solutions for peak performance, robust security, and unmatched support. Trust EstesGroup to streamline your technology infrastructure, allowing you to focus on growth and innovation without the burden of managing complex hosting environments.

Turning the Degenerative into Generative AI in ERP

Turning the Degenerative into Generative AI in ERP

Generative AI in Enterprise Resource Planning

Generative AI (GenAI) is currently revolutionizing work dynamics and interactions. Despite initial societal skepticism and perceived risks, the majority of individuals are embracing and enjoying its capabilities. GenAI holds the power to significantly enhance efficiency and streamline operations for enterprises. When seamlessly integrated into an Enterprise Resource Planning (ERP) system, GenAI can have a positive impact on overall enterprise operations and productivity.

Generative AI ERP workstation with female engineer coding

AI TriSM

For enterprises to fully leverage GenAI in their ERP systems and applications, establishing a universal level of trust and understanding is crucial. Implementing AI TriSM controls – focusing on trust, risk, security, and management – is essential to unlock the full potential of GenAI. Over the next few years, standard regulations will likely make GenAI more trustworthy and reliable. It is anticipated that organizations will incorporate TRiSM controls into their cloud and ERP system applications to minimize risk, maintain compliance, and fortify security. The capabilities and benefits of GenAI for ERP systems and applications encompass:

  • Creative Collaboration and Problem Solving
  • Elimination of Time-Consuming, Arduous Tasks
  • Improved Employee Performance
  • Increased Productivity
  • Automation of Data Processes
  • Elimination of Flawed, Irrelevant Data for Optimal Decision-Making
  • Risk Reduction
  • Heightened Security with TRiSM Controls
  • Digital Assistance and Software Innovation
  • Redefined and Enhanced Jobs with GenAI Tools

The Cloud AI Shift

Generative AI undeniably holds the potential to completely transform ERP systems, applications, and cloud management. The capabilities and benefits of this technology are clear. However, as enterprises embrace this technological shift, having a trusted guide is crucial. EstesGroup has always been your reliable source for ERP systems and cloud services.

As GenAI becomes more regulated and applicable to enterprise operations, rest assured that our company will assist you in incorporating this technology. We are committed to keeping you at the forefront of technology, innovation, and productivity. EstesGroup can also aid in employee re-skilling as roles are redefined, and we will navigate regulation and compliance to ensure optimal risk management and data security.

AI in Epicor Kinetic, Epicor Prophet 21, Sage, and SYSPRO ERP

In the realm of Enterprise Resource Planning (ERP), the integration of Artificial Intelligence (AI) holds particular importance for leading systems such as Epicor Kinetic, Epicor Prophet 21, SYSPRO ERP, and Sage ERP. These platforms stand to benefit immensely from AI advancements, enhancing their capabilities and providing tailored solutions for businesses. In Epicor Kinetic, AI can optimize supply chain management, forecast demand, and automate routine tasks, resulting in more agile and responsive operations. For Epicor Prophet 21, AI can streamline inventory management, analyze customer behaviors, and enhance order processing efficiency. In SYSPRO ERP, AI can bolster production planning, inventory optimization, and predictive maintenance, contributing to overall operational excellence. Sage ERP systems, when integrated with AI, can revolutionize financial management, automate data entry, and provide valuable insights for strategic decision-making. The synergy between AI and these ERP systems represents a pivotal leap towards efficiency, precision, and innovation in enterprise management.

The Sensitive Nature of GenAI Data in ERP

Cloud hosting in a trusted data center stands as the epitome of security for ERP systems harnessing the power of Artificial Intelligence (AI). Leveraging the advanced infrastructure and protocols of a trusted data center ensures unparalleled reliability and resilience. The redundant systems and robust architecture not only guarantee minimal downtime but also provide a secure environment crucial for the sensitive nature of ERP data. The cloud, with its scalable resources, accommodates the dynamic computing needs of AI applications, enabling seamless integration and optimal performance.

Additionally, top-tier data centers adhere to stringent security measures, incorporating advanced encryption, access controls, and continuous monitoring. This fortified combination of cloud hosting and data center standards ensures that ERP systems not only harness the transformative capabilities of AI but do so in an environment that prioritizes data integrity, confidentiality, and accessibility with the utmost diligence.