Is your backup solution running on a Raspberry Pi?
We’ve all tinkered with DIY tech—but when it comes to business data, even a Raspberry Pi has its limits. Let’s explore business backup and disaster recovery plan options for Enterprise Resource Planning (ERP) workloads.
DIY Backups Can Be Fun—But Are They Enough?
Many businesses struggle to figure out how to properly back up their data. We all know that backup is important to prevent data being lost. Many things can happen such as ransomware attacks, natural disasters, data breaches, or even internal attacks on your backup system. With this in mind, it is of utmost importance to ensure your company is making proper backups. A well-built business backup and disaster recovery plan protects data, ensures uptime, and gives your team the confidence to handle the unexpected.
You never know when disaster might strike, whether it be something like flooding, an earthquake, or even something as simple as a hard drive failing in your NAS or an employee accidentally deleting a file. These things can greatly affect the productivity of your team, and cause your business to lose money, data, and time.
Common threats that make a business backup and disaster recovery plan essential:
Ransomware and cyberattacks targeting small businesses
Natural disasters like floods, tornadoes, and fires
Employee error, accidental deletions, or insider threats
Hardware failure, aging on-premise servers, or NAS crashes
Data breaches requiring fast compliance-driven restoration
Why Professional Backup and Disaster Recovery Solutions Matter
When it comes to data backup and disaster recovery, small businesses and enterprises alike need robust solutions that go beyond basic file storage. Professional backup and disaster recovery services, which are built into business application cloud hosting solutions, ensure business continuity by providing automated backups, version control, and rapid data recovery capabilities. Without a comprehensive backup strategy, companies risk losing critical business data, customer information, and years of operational history that can never be recovered.
Enterprise-Grade Data Protection Features
In light of this, as a business owner, you must ask yourself the important question, is your backup solution running on a Raspberry Pi? Is your team making trips to the bank on a weekly basis to put a LTO tape backup of your data into a safe deposit box that is intended for rare coins and jewelry? Or, even worse, is all of your data stored in a cabinet in the basement of your office, making all of your data stored on-site?
The True Chaos (and Cost) of Data Loss for Businesses
The old saying goes “don’t put all your eggs in one basket” and this absolutely applies to backups. If all your data is stored on one site, what will you do if your building gets swept away by a tornado or broken into in the night? Will you call Sherlock Holmes and try to find your Linear Tape-Open (LTO) backup tapes or hard disk drives?
LTO Tape vs. Modern Cloud Solutions
While simple solutions like a Raspberry Pi can be great for ensuring the coffee pot in the break room is never empty, your backups are the backbone of consistent service for customers. Your business deserves better than a solution designed for hobbyists, or even something like a NAS (Network Attached Backup), which only really ensures a secure backup if it is located off-site.
Thankfully, EstesGroup is here to help, with our dedicated team which will help you analyze your current business backup and disaster recovery solution, and help you improve your business continuity plan. Our on-premise and cloud-based solution suites make disaster recovery of your important data fast, secure and available 24/7/365.
Our team works hard to meet your advanced cybersecurity and compliance needs, and will help you ensure everything from your customer data to your email accounts are backed up to allow for recovery in case of a disaster.
Integrate, Automate, Report — And Prepare for Disaster
Modern backup solutions should include features like cloud storage integration, automated scheduling, encryption, and compliance reporting. Enterprise-grade backup systems provide redundancy across multiple geographic locations, ensuring your data remains accessible even during widespread outages or natural disasters.
Automated Business: Backup and Disaster Recovery Plan Scheduling and Monitoring
The best backup and disaster recovery services offer both on-premises and cloud-based options, giving businesses the flexibility to choose the right mix of speed, security, and cost-effectiveness for their specific needs.
What to look for in a business backup and disaster recovery solution:
Automated backups with customizable scheduling
Cloud-based redundancy across secure, geo-distributed locations
End-to-end encryption and ransomware protection
24/7/365 support with SLA-driven recovery
Compliance-ready reporting for audits and regulations
Scalability to grow with your business needs
Business owners often underestimate the true cost of data loss until it’s too late. Studies show that 60% of small businesses that lose their data shut down within six months of a disaster, and few IT departments leverage expert network and security assessments.
3-2-1 Backup Rule
Professional IT services and managed backup solutions can help prevent this scenario by implementing industry best practices for data protection, including the 3-2-1 backup rule: three copies of your data, stored on two different types of media, with one copy kept off-site.
Don’t let your business become another statistic – invest in professional backup services that scale with your growth and protect your most valuable digital assets.
So, what are you waiting for? Reach out to our team today at [email protected] or call us at (888) 300-2340 (if you prefer the old-fashioned telephone). Let us help you ensure your business is prepared for anything.
ERP Platforms That Require a Strong Backup and Recovery Plan
EstesGroup supports a wide range of ERP systems for manufacturers, distributors, and service-based businesses. Our team provides consulting, optimization, and secure cloud hosting for leading platforms, including:
Infor SX.e and Infor SyteLine (CloudSuite Industrial)
Whether you’re running a legacy ERP system or planning a cloud migration, EstesGroup can help you build a disaster recovery plan that aligns with your technology, operations, and compliance needs.
Wondering if your backup strategy is really enough? Whether you’re running Epicor, Prophet 21, Sage, SYSPRO, Infor, or another ERP system, your business depends on consistent uptime and data protection.
Below are some of the most common questions we hear about backup and disaster recovery (BDR) for ERP users—along with expert answers to help you protect your systems, your data, and your future.
What is a business backup and disaster recovery plan?
A business backup and disaster recovery plan is a set of strategies, tools, and processes that protect your company’s data and systems. It ensures you can recover quickly from threats like ransomware, hardware failure, or natural disasters—minimizing downtime and loss.
Is a DIY (like Raspberry Pi) backup good enough for business?
Not really. A Raspberry Pi can handle basic backups for personal use or lab environments, but it lacks the redundancy, encryption, automation, and compliance features needed for enterprise-grade disaster recovery. Think of your DIY business backup and disaster recovery plan as the Raspberry Pi of the current digital landscape.
What’s the difference between a NAS and cloud backup?
A NAS (Network Attached Storage) is a local device for storing files, while cloud backups replicate your data to secure, remote servers. Private and hybrid cloud solutions provide better scalability, offsite redundancy, and disaster resilience.
How does the 3-2-1 backup rule work?
The 3-2-1 rule means keeping three copies of your data, on two different types of storage, with one copy stored off-site. It’s a proven strategy for avoiding data loss during unexpected events.
How can EstesGroup help with disaster recovery?
EstesGroup offers fully managed backup and disaster recovery solutions tailored to small and mid-sized businesses. From secure cloud hosting to compliance reporting and rapid restore capabilities, our team helps you prepare for anything. Schedule a free IT assessment with a vCIO today.
Stay ahead of system failures, ransomware threats, and compliance risks with expert insights about enterprise-grade backup and disaster recovery plans and more.
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Epicor Prophet 21: Tips for Using the DynaChange Screen Designer
The Epicor Prophet 21 DynaChange Screen Designer is an effective tool designed to enhance user experience and improve operations within P21.It enables distribution businesses using Prophet 21 ERP to customize the functionalities and appearance of their screens to exact specifications.
Table of Contents
What is the DynaChange Screen Designer?
Screen-Only Fields
Hiding Columns
User-Defined Fields
User-Computed Fields
On-Screen Work Instructions
How Prophet 21 DynaChange Power Users
Utilizing tools in P21 can change the way you interact with your ERP system. As ERP tool use goes, the P21 DynaChange Screen Designer is versatile and user-friendly, allowing users to make changes or create new fields with ease. IT teams do not need extensive training or coding skills to customize screens.
What is Prophet 21 DynaChange Screen Designer?
The P21 DynaChange Screen is a no-code customization. IT admins and power users can easily customize ERP screens to perfectly match your business processes—without ever touching a line of code. The tool provides your users with the ability to make notes, capture critical data, reduce screen noise, set up real-time calculations, and embed training to reduce errors. With Epicor Prophet 21’s DynaChange Screen Designer, your vision for what your users can do for your business becomes reality. The DynaChange Screen Designer is an intuitive, point-and-click configuration tool that sits right on top of your standard P21 interface, empowering your team to craft the experience they need for peak productivity.
Screen-Only Fields
Prophet 21 users can create and customize screen-only fields within the interface.This feature is useful for documenting specific information that doesn’t need to be stored indefinitely.Businesses can add screen-only fields to streamline processes such as data entry and can modify or remove them at any time.The DynaChange Screen Designer tailors user interfaces without impacting the underlying functionality of the Prophet 21 system.
Hiding Columns
With DynaChange Screen Designer, businesses can hide columns to simplify screens.This is crucial as cluttered screens can lead to data entry errors, and not all information is pertinent to every user.Simplified screens and streamlined workflows enable users to access and enter necessary data more efficiently.Hiding a column is straightforward: an IT administrator or power user enters the DynaChange Screen Designer and selects the column to hide.While setting the column width to 1 is one method, DynaChange also allows toggling the visibility property to fully hide the column from view.
User-Defined Fields
DynaChange Screen Designer can create user-defined fields that are directly connected to the database, storing important business information not included in standard Prophet 21 fields.These fields allow users to store and access data easily from their screens.For example, businesses can create a user-defined field with information about a special product and place it where needed on the screen, enhancing the user experience.Businesses can specify the data type and set up conditions to ensure accurate data entry.
User-Computed Fields
DynaChange Screen Designer can perform real-time calculations or manipulations using user-computed fields.IT administrators or power users set the fields and appropriate formulas so that as users enter data, the fields automatically update.This automation allows users to perform complex calculations without external tools, saving time and reducing data errors.While no direct coding is required, familiarity with Prophet 21 logic and syntax can be beneficial for configuring complex calculations.
On-Screen Work Instructions
Businesses can direct workflows and standard procedures by setting up on-screen work instructions.This feature supports management and compliance within the organization.IT administrators or power users can place on-screen instructions next to relevant fields and create instructions or links that promote user efficiency.These instructions serve as self-learning guides, reducing the costs of formal training and user error.Businesses can frequently update these instructions using the DynaChange Screen Designer.
How Prophet 21 DynaChange Helps Distributors
The DynaChange Screen Designer tool in Epicor’s Prophet 21 system helps businesses improve operational efficiency and user productivity.By utilizing this tool to set up screen-only fields, hide columns, define user-defined and user-computed fields, and establish on-screen work instructions, businesses can tailor their ERP systems to specific needs.
The Prophet 21 DynaChange Screen Designer is flexible and easy to use, allowing changes without significant investment.While DynaChange improves efficiency and productivity, its direct impact on financial success and business growth depends on effective implementation and integration into broader business processes.With more efficient workflows and processes, businesses can position themselves for future growth and success.
Ready to tailor workflows on-the-fly, ensure data accuracy, and drive greater operational efficiency?
Managing an ERP implementation is like setting out on a major expedition. The right guide can make all the difference between smooth sailing and getting stuck halfway to your destination (without a single fish!). Read on to make your Epicor® Kinetic or Epicor® Prophet 21 project easier today.
Fishing for You: Full-service Team Project Management Model
In traditional “Big ERP,” a fish-for-you method is often used. People in the industry sometimes call this “Big ERP,” and this approach was popularized in SAP implementations. In this case, the consulting partner comes in and extracts business information from your subject matter experts (SMEs), then uses that information to configure the system.
Often, the individuals who are extracting this information are quite different from those actually performing the system configuration. This model expects less of a time investment from your subject-matter-expert community, but it requires a significantly larger team of consultants and business analysts. As such, the consulting cost to an organization can be significantly higher. This model also tends to take longer to complete, which is typical for the big fish-for-them format.
In a full-service project management model, a consulting partner like EstesGroup takes the lead role. We handle the detailed planning, day-to-day management, and problem-solving so your team can stay focused on operations.
Teaching You to Fish: The Core Team Model
The other approach is often referred to as the core team model. In this model, a core team is assembled from the company’s subject matter expert community. These SMEs form a core team that operates in conjunction with the consultants’ core team. The core team is responsible for understanding and communicating the organization’s core requirements, and then working with the consultants to configure the system.
This model expects a much larger time investment from the subject matter experts — often requiring full-time commitment.
In the coaching model, your team stays deeply involved. A team like EstesGroup comes in to guide, mentor, and support, but you lead the charge. This approach focuses on building in-house ERP project management capabilities so your business isn’t just implementing a system—you’re growing internal experts who can optimize it for years to come.
How do companies decide between options when managing an ERP implementation?
The truth is, many successful Epicor® ERP projects use a blend of both approaches. You might start with full-service project leadership to hit critical milestones and transition to a coaching model as your team grows more confident. At EstesGroup, we tailor project management to your unique needs — whether that means handing you the fishing pole or helping you “reel in” the challenging bits and bytes, such as supply chain management or cybersecurity protocols.
What Full-Service ERP Management Looks Like
Project Planning and Roadmapping: Aligning system goals with business strategy.
Timeline and Milestone Tracking: Keeping all work-streams moving smoothly.
Task Management: Overseeing everything from system builds to user acceptance testing.
Risk and Issue Resolution: Proactively identifying and addressing roadblocks.
Vendor and Stakeholder Coordination: Managing communication so your leadership team stays informed.
Advantages of Full-Service Project Management
Faster Timelines: Seasoned project managers keep things moving efficiently.
Minimal Business Disruption: Your employees don’t have to juggle day jobs with project work.
Proven Playbooks: Experienced teams bring best practices honed across many ERP implementations and new risks like tariff volatility.
Considerations for Project Costs and Culture
Higher Costs: You’re paying for a complete service, start to finish.
Knowledge Retention Risk: Your team may feel less connected to the system if they weren’t hands-on during the build.
Culture disruption: Your team will be stressed by too much interference, which is why EstesGroup focuses on the partnership aspect of projects throughout every step.
Full-service ERP project management is a great fit if your team is bandwidth-constrained or if hitting a tight go-live deadline is critical.
What Coaching and ERP Partner Empowerment Looks Like
Collaborative Roadmapping: Your team helps design the project plan.
Training and Skill Development: We coach your team on best practices for project leadership.
Guided Execution: Your employees manage tasks, with access to expert advice whenever needed.
Ownership and Confidence Building: Your team grows into a force of independent ERP stewardship.
Advantages of the Core Team Model
Sustainable Success: Your organization develops strong ERP project management skills.
Lower Total Cost of Ownership: Consulting hours are often lower since your team leads key tasks.
Higher System Adoption: When users are involved early, change management feels more natural.
Considerations for Project Costs and Culture
Time and Resources: Team members must invest time to learn and lead.
Longer Implementation Timelines: Learning curves can extend project schedules.
Culture, Culture, Culture: Long-term internal expertise requires that employees are content and will stay to coach others.
Building in-house ERP project management capabilities is essential for organizations that want not only to implement a system successfully, but also to develop lasting internal expertise that drives continuous optimization over time.
When considering all options when managing an ERP implementation, why partner with EstesGroup?
Choosing the right Epicor® project management approach shouldn’t be overwhelming. Our team has helped businesses across manufacturing, distribution, and services industries implement ERP successfully — with flexible support models that build lasting success. We’re here to manage your project if you need a steady hand. We’re also here to coach your team to become future ERP champions if that’s your goal. Teaching ERP project management skills is what we do every day. We’re not only here to help you choose your path forward — we’re here at every step on your ERP implementation project. ERP implementation. On-premise or cloud deployment. ERP upgrades. We have the ERP expertise to help you know your options for every little detail of your Epicor® ERP implementation approach.
Want to explore your options for managing an Epicor® ERP implementation? Chat will us now, give us a call, or fill out the form below and we’ll email and call you faster than you can say ERP!
In today’s global economy, tariffs can shift overnight — and for distributors, those changes ripple quickly across pricing models, supplier relationships, and customer expectations. While tariffs are nothing new, the pace and complexity of trade updates in recent years have made it harder for teams to react quickly and plan confidently.
Strategy: Establish contingency plans for sourcing and logistics
Strategy: Collaborate closely with trade compliance experts and consultants
The Tariff Challenge: Limited Visibility, High Stakes
Tariff exposure often hides in plain sight. Vendor records might show countries of origin or product categories, but few ERP systems offer a clean, consolidated view of which suppliers are likely to be impacted by new tariffs — and what those impacts could mean financially.
Procurement and finance teams are often left piecing together spreadsheets, customs data, and supplier intel to make urgent decisions. And by the time a potential risk becomes clear, the cost implications may already be felt.
Oversight, Strategy, and Control: Three Ways to Get Ahead of Tariff Risk
1) Invest in Strategic Supplier Diversity
By diversifying your supplier base across multiple countries or regions, you reduce reliance on any one source that may become tariffed. Your ERP system should help track and categorize suppliers by region, and your team should regularly audit where your critical parts or products are coming from.
2) Improve Cross-Functional Visibility
Tariff risk isn’t just a procurement issue — it touches pricing, forecasting, inventory, and even customer experience. Integrating trade visibility into dashboards accessible to operations and finance leadership is key. This means making tariff exposure a regular part of your supply chain reporting, not a fire drill when changes hit.
3) Use Purpose-Built Tools for Trade Risk Management
Rather than rely solely on generic ERP reports, modern distributors are turning to specialized tools that augment their ERP environment. These tools often bring in external data, enrich vendor records with AI insights, and suggest actionable strategies like pre-purchasing inventory or temporarily shifting pricing models.
If you use Epicor Prophet 21, there’s a new solution available that may be worth exploring: the Recurrency Tariff Manager.
This lightweight dashboard plugs directly into your P21 system and uses AI to analyze your vendor list for likely tariff exposure. In under 15 minutes, it can show you where you’re at risk — and help you take action, whether that means sourcing alternatives, adjusting purchasing, or planning pricing changes.
It’s a smart way to bring clarity into a complex challenge — without requiring months of development or a full system overhaul.
Managing tariff risk isn’t just about compliance or cost control. It’s about building resilience into your operations — so that when change comes, you’re prepared. By improving visibility, sharing insights across teams, and using the right tools, you can turn tariff challenges into strategic opportunities.
If you don’t want to explore things like how to manage tariff risk in distribution ERP without industry experts helping you the mitigate risks, our team at EstesGroup is always available to help you make sense of your data and identify the right tools for your ERP and business strategy.
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As of version 2026.1, Epicor’s Kinetic ERP will no longer contain a smart client deployment, and the user base will communicate with the application exclusively through a web browser.
Depending on the extent of customizations to the UI and to components like dashboards, conversions may take a significant amount of time in modification and testing.
That said, what are key differences?
The user communicates with Epicor in a new User Interface (UI)
Runs in a browser instead of a fat client
Runs on web-centric devices—not limited to a traditional computer screen and now available on tablets, phones, etc.
Epicor components and business objects can be accessed through a mobile app—not limited to Epicor’s own apps
UI can be customized, but has no C# code, so heavy lifting must be off-loaded to BPMs and Functions
So you want to know more Epicor Kinetic UI tips and tricks for when the rubber meets the road? The EstesGroup Epicor Kinetic consulting team recently covered some technical areas of concern that can help you migrate to a better place moving forward.
In helping customers move to Kinetic, we’ve encountered countless requests for various items of the Epicor Kinetic UI “tips and tricks” variety—something like: “Can Classic dashboards be automatically converted to Kinetic?”
The answer is “yes, but…”
An easy way to generate the Kinetic application is via the Tools/Deploy Dashboard option. You can preview the dashboard or generate the application when you’re satisfied with it. This does convert a lot of things well, but you’ll notice something immediately with the trackers when you preview the Kinetic dashboard.
The filter field(s) in the very first tracker will appear in a slide-out panel when the dashboard opens. Filtering may or may not actually work. Notice there is no OK button in this example.
Other panels have had different issues. And once the panel is discarded, the user can never access it again until the dashboard is restarted. Also, if there are multiple queries/trackers on the dashboard, the subsequent trackers will never fire. It might seem disheartening at first blush, but there are workarounds.
A relatively easy way to do this is this procedure in Dashboard Entry:
Copy the dashboard to avoid changing the original, perhaps add a “K” to the end of the dashboard ID, or some other scheme
Load the new copy of the dashboard
Delete all trackers on the dashboard
Preview the dashboard and make sure it runs okay, other than the missing trackers
Save the dashboard
Create the Kinetic application (Tools/Deploy/Application)
Open the new Kinetic application and add the trackers back in
Adding the trackers manually may sound like a lot of work, but it’s not too bad. Plus, you can add some nice functionality.
Need more guidance? Sign up to get our Ultimate Epicor Kinetic UI Tips and Tricks Guide!
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Human errors in procurement can be costly. A single missed purchase order update or a small data error in your Epicor ERP system can lead to massive consequences: halted production lines, costly expedited shipping, and stressed-out teams scrambling to solve avoidable problems.
Ultimately, supplier portals promise visibility—but at the cost of complexity. This is when chaos enters your business. Your suppliers don’t want to log into another system. Your team doesn’t want to manage one either. So, what happens next? What can you do?
Manual data entry, siloed communication, and outdated procurement practices can quickly break even the best ERP workflows.
For Epicor Kinetic users, these inefficiencies often result in procurement disruption in Epicor:
Lost or incomplete purchase orders (POs)
Incorrect quantities and missed delivery windows
Delayed production schedules and manufacturing downtime
Expensive last-minute freight solutions
Frustrated suppliers and strained vendor relationships
Benefits of an AI-Driven Procurement Process
If you are a supply chain manager working in Epicor Kinetic, you’re constantly balancing lead times, vendor performance, inventory levels, and production timelines. However, even the most experienced professionals run into one common challenge: procurement errors start small and escalate fast.
Fortunately, you can adopt an AI overlay like Leverage AI for Epicor Kinetic procurement and instantly discover tangible benefits. By infusing Epicor with real-time intelligence and automation, manufacturers can expect immediately resolution to errors and disruptions:
Near-Perfect Procurement Accuracy: Automated data handling means far fewer mistakes. No more botched part numbers or missed entries – the AI captures and validates information for you. Reducing manual entry can eliminate a vast majority of errors, ensuring that what goes into Epicor is right the first time. This accuracy prevents costly issues like wrong orders or invoice disputes, keeping your supply chain aligned and efficient.
Real-Time Supply Chain Visibility: With AI continuously updating Epicor, you gain live visibility into every purchase order’s status. At any moment, you can see which POs are confirmed, in production, in transit, or delivered – without calling or emailing anyone. This real-time insight lets your team manage by facts, not guesses. Potential delays surface early (with AI alerts), so you’re never caught off guard by a late shipment. In the fast-paced world of Epicor ERP supply chain management, this immediacy is key. If you experience procurement disruption in Epicor, you see it as it happens, and you see the reasons why.
Fewer Production Delays: Most importantly, AI-powered procurement protects your production schedule. With the system watching for risks (late parts, low stock, transit holdups), you can act in time to prevent line stoppages. Manufacturers maintain higher supply chain stability because materials arrive on time more consistently. When issues do occur, they’re resolved faster thanks to early warning signals and a complete view of the supply situation. The business impact is game-changing: more on-time deliveries to your customers, less last-minute scrambling, and confidence that your ERP operations are resilient.
Disrupt the Disruption with AI for Epicor ERP
You’ve already made a smart move by running your business on Epicor Kinetic—a powerful platform that gives your teams the tools to build, produce, and deliver with confidence. But as every manufacturer knows, even the best ERP system can’t solve every challenge on its own. An AI solution doesn’t just prevent problems – it streamlines the whole procurement workflow. Buyers and planners spend less time on data entry and status tracking, and more on strategic tasks like sourcing and supplier development. Automation can shrink the PO cycle time significantly, meaning you carry less safety stock and incur fewer expediting fees.
In a time when agility is everything, manufacturers who lead with innovation will outperform the rest. If your Epicor Kinetic team is tired of firefighting procurement issues, it’s time for a change that’s simple, supportive, and built for the real world.
With an AI solution, your ERP system AND your suppliers get a voice in the matter of supply chain collaboration.
By automating the routine back-and-forth with suppliers, an AI solution speeds up the entire communication loop. Procurement disruption in Epicor is disrupted; the chain of chaos ends. Suppliers respond through their preferred channels and the information is instantly logged for your team. You suddenly know the feeling of no data latency, and you experience the peace of knowing that nothing important is lost. This transparency builds trust – suppliers see you investing in seamless collaboration, and your team is suddenly free from days of waiting, free from the lost time of chasing your supply chain.
