Have you ever told a customer that you had product in stock – only to find that you couldn’t fulfill the order because the inventory was sold or used in production before you got to it? Or have you ever expedited-in material for an important customer or job, only to have that material used to fulfill a different order or produce a different job? Or maybe you resorted to hiding parts in your desk so that it doesn’t get used to “Rob Peter to Pay Paul”. Frustrating, isn’t it? That’s why Epicor ERP’s Fulfillment Workbench is a critical application for many of my clients.
It’s a common occurrence, in both the retail and manufacturing world, having too much demand for a limited supply and seemingly no way to manage the available inventory. Wouldn’t it be nice to “set-aside” material so that it’s available when it comes time to ship or produce the product?
Fortunately, Epicor’s Fulfillment Workbench has a great way to manage those times when demand exceeds supply. Using the concept of Reserve, Allocation, and Cross-Docking, the Fulfillment Workbench allows management to decide how to best utilize limited supplies in the face of current and future demand. The Fulfillment Workbench has the option to do “soft” and “hard” allocation. In Epicor Parlance, Reserve equates to “Soft Reserve”, and Allocate is equivalent to “Hard Reserve”. Cross-Docking in essence “Hard Reserves” material that is not yet received into inventory and keeps it from being used to satisfy demand other than what it is specifically allocated to.
The “Reserve” function places a “soft-hold” on available material and keeps it from being used to satisfy other demand. However, this “reserve” status is easily removed if that material is needed to satisfy other demand. Whereas material that is “Hard Allocated” needs management permission to be remove that status so it can satisfy a different demand.
Using the Fulfillment Workbench, you can manage inventory for all three sources of demand: Sales Orders, Jobs, and Transfer Orders (inventory coming from another inter-company location). The Fulfillment Workbench provides additional functionality, like Cross-Docking, sorting by priorities, allocation templates, and many more. By utilizing this incredibly useful tool, managing your inventory supply becomes a much less complicated task, and helps make for satisfied customers and efficient manufacturing personnel.
Do you have more questions on Epicor’s Fulfillment Workbench or want to learn more about the product?
It’s a curse of those that are technologically inclined to focus on the technical needs of clients. Makes sense. After all, isn’t that why we consultants are hired? To take these technical skills, that we’ve worked hard to acquire, and find technical solutions to complex problems that are typically beyond the scope of a client’s internal employees?
Most certainly. But only focusing on the software solutions ignores an important element. Identifying and working with the corporate culture can elevate a somewhat successful implementation to one that has a major impact on helping the business run better, which is The Estes Groups prime directive and guiding principle.
So how do we define a corporate culture? It’s not a tangible thing that can be defined in quantifiable terms. It’s not a product line or the location of corporate headquarters. Speaking of it in Human Terms, it’s the company’s personality and characteristics. But it’s unique in that it’s not a single person defining this personality, but the manifestation of everyone’s personality in the organization all rolled-up into a corporate culture. These attributes are then reflected in a corporation’s values, its relationships with stakeholders, investors, employees, communities, and most importantly: customers.
There’s a plethora of material written about corporate culture – written by everyone from psychiatrists to college professors. Most of these articles center around the corporate culture and how to increase the bottom line, attract and retain employees, all those things that corporate culture entails. And these are all great, but the vast majority are focused on full-time employees’ roles within corporate culture. But what about the role of a consultant and their interplay with the client and company culture? As consultants, by definition, we are short-term employees. So why should a consultant be concerned with the benefits of ERP for corporate culture? And just as important, can we consultants help to develop traits that will translate into a better corporate culture?
Every company has a culture, and it develops either organically or by design. Corporate culture is not a single process or element, but rather the cumulative effect of all parts of how a company does business. This is a good thing. But along with the good, some bad habits can develop too. And it is in these areas that a consultant can have a positive impact. Here are three areas that are often cited as negative corporate cultures but opportunity for the benefits of ERP exist:
“We work in silos”
This is a common theme in many companies. One of the benefits of ERP implementation is that it provides a new and unique opportunity to show how one department’s daily activities can have a profound impact on other departments.From Quote-To-Cash Demonstrations to Conference Room Pilots can provide a perfect environment in which to show how those individual activities can affect the entire performance of the organization. By increasing corporate awareness, along with immediate feedback of all departments activities, it provides opportunities to increase cross-departmental communication.
“I don’t feel trusted to do my job”
With a new ERP implementation, employees are provided the chance to re-establish a relationship with management by becoming an integral part in learning and utilizing the software. If our work as consultants can help an employee or an entire department become more proficient and efficient in their position, their value to the corporation is naturally increased. By becoming proficient in the software, an employee provides vital skill-sets to create or influence new business processes and procedures that then are embedded within the new software and company culture.
“I don’t see how my work contributes to the overall goals of the company”
An ERP software implementation provides a person the ability to see and understand the “10,000 ft view” of the organization, and how a department’s and individual’s goals can work in tandem to drive the company forward. By re-enforcing the company’s goals during “teachable moments”, for example during a conference room pilot or daily activities, it will show employees how their daily activities do in fact contribute to the goals of the organization.
Contact the EstesGroup today for more information on the benefits of ERP for your company culture.
“So long as a man’s eyes are open in the light, the act of seeing is involuntary.” – Herman Melville.
The idea of vision is a pregnant metaphor, full of intimations and implications. In its verbal sense, vision refers to the act of seeing, of perceiving the world around us. As a noun, one’s vision has more to do with a sight into the future, to a place where one wishes, eventually, to reside.
The idea of vision, in both senses, tends to suffuse the jargon of everyday business. When customers come to us, they are not just in search of the domain knowledge related to a given enterprise system. They come to us looking to understand how to best integrate the use of a system with their particular business climate, such that they can best achieve their strategic goals, their vision. Customers tend to be strong in understanding the opportunities available to them. That is, they are able to formulate a vision for the future. Customers often struggle to put into place the processes, practices and procedures that allow them to achieve the vision that they’ve formulated.
After a losing year, the CEO of a company for whom I once worked, remarked (only half-sarcastically) that our company was “perfectly structured to achieve the results we’ve achieved.” That is, our company had a strategic vision, but our actions failed to achieve it. Our actions had achieved a different (and less profitable) vision. And I would offer that the reason for our failure to achieve our vision was in our inability to remove the paradigmatic lenses that colored everything we perceived, and ultimately drove our actions.
Einstein famously described insanity as the expectation that the repetition of same behavior will yield different results. In that light, I have worked for and worked with a few companies over the years that have gone insane at one point or another, seeking to achieve new strategic goals using the old methods that had worked in previous generations. The logic behind such an approach has some justification – if it ain’t broke, don’t fix it, right? Such a an approach seems fine until a losing year leaves the CEO glowering down at you, over his horn-rimmed spectacles. The problem here is not one of vision, but of lenses. A company’s lenses serve as the paradigms that cement the company’s habits, culture and means of solving problems. As time goes by, and circumstances change, these lenses may begin to skew reality. In the most dysfunctional of environments, these lenses may even warp perceptions as to encourage the most maladaptive of business behaviors.
As ERP implementation consultants, it is of necessity that we come into a business from the outside, unaware and unaccustomed to the perspectives that shape the business in question. As consultants, we also have the good fortune of being exposed to many companies, in different industries, working with various products, catering to disparate markets. The expectation here is that our ERP implementation strategies across such environments gives us a cadre of different perspectives to use, and that we should be able to use these to the benefit of our client when they develop a vision and strategy. Because of the natural ignorance to a customer’s cultural worldview, and the access to alternative perspectives, the goal of a consultation effort has less to do with the use of an enterprise system than it does with the opportunities for a fresh perspective. The implementation of a new system becomes a means of surfacing and understanding the customer’s existing lenses and the consulting effort becomes an opportunity to try out new lenses, lenses that can be leveraged to formulate new processes and practices, that address changing business landscapes, and help companies achieve their respective strategic visions, in so doing.
So what is your vision? Come talk to us at the Estes Group, and see if we can help develop a vision and strategy to make them into a reality.
Epicor ERP is a powerful platform, with thousands of manufacturers using it to run their businesses. With power, often comes complexity, and that’s been the case with earlier versions of the system. There is no perfect ERP system, and the ever-changing balance between functionality and usability is a constant series of trade-offs. Epicor ERP Version 9 often required multiple servers, performance tuning was critical, it had a Progress data base layer, even when running on SQL, and the user experience was challenging.
Epicor invested $25M in Epicor ERP Version 10, developing a completely new platform. The system was written and optimized for Microsoft .NET Framework and the Microsoft Data Platform; including Microsoft SQL Server. Users will experience a big increase in performance (over Epicor 9) and find the system easier to manage.
According to Epicor, here are the Top 5 user ERP system experience enhancements for Epicor ERP 10.
- Responsiveness – Performance has doubled and scalability has quadrupled across virtually all aspects of the system. ERP 10 is much more hardware efficient, which dramatically lowers hardware costs.
- Simplicity – ERP 10 services are hosted purely using Microsoft Windows® components, including Internet Information Services (IIS) and Microsoft .NET. An all new management architecture makes deployment and migration much easier.
- Mobility – Touch-enabled devices are now supported for a new navigation system and a re-architected Epicor Web Access (EWA) browser client.
- Collaboration – Epicor Social Enterprise is included with ERP 10 and is a new way for ERP users to interact with each other and with ERP data.
- Choice – ERP 10 can be deployed on premise, hosted, or access via subscription. It is also much easier to create a high-performing virtualized infrastructure.
The current version, Epicor 10.2, introduces some really exciting capabilities, including Active Home Page and Epicor Data Discovery (EDD). Here are some highlights:
- Developed using the latest web standard, which makes the system mobile-friendly and responsive.
- Manufacturing role-based KPIs, examples: Percentage of Jobs without Scrap or Non Conformance, Manufacturing Hours and Indirect Hours.
- Finance and Supply Chain role-based KPIs, including: Price Variance, Open PO Count and Amount, and Negative Inventory Items/Out of Stock.
- Customization capabilities to modify out-of-the-box KPIs or create entirely new ones based on existing or newly created BAQs.
The best way to get an in-depth look at the new Epicor 10.2 functionality is to experience it firsthand!
Join EstesGroup and Liberty Technology Advisors on Tuesday, April 10, 2:00 ET. Senior Epicor Consultants Stephen Schaefer and Bruce Shriver, and the President of Liberty Technology Advisors, Joel Schneider, will be doing a live Epicor ERP software demo and expert-panel discussion showcasing the Epicor 10.2 Home Page, Epicor Data Discovery, and the new Mobile CRM.
Watch as we live-demo the platform. Interact with our panel of experts. This is the perfect opportunity to get your questions answered by a completely neutral advisory firm, and one of the top implementations partners in the business!
We hope to see you there!
During the rush to select, acquire, and implement an ERP application, companies often license modules that they do not end up utilizing by the time cutover rolls around. Once the booming, buzzing confusion of going live has diminished, companies frequently review their suite of modules to determine whether some second phase enhancements can be implemented, both to benefit their organizations and to make use of the money spent on licensure. Epicor’s Service Connect application often falls into this second-phase category. It is not uncommon for Epicor customers, fresh off an implementation, to come to us and ask, “So we own Service Connect—now what is it good for?”
Service Connect is a multi-purpose tool in which a user can automate business processes and create application integrations to aid a business in its day-to-day processing. By using documents as its primary interface, Service Connect can convert data from one application into a form another application (or internal process) can understand. It uses industry-wide technologies to exchange information between applications or business processes based on data mappings and data manipulation.
A business may benefit from the use of Service Connect for many reasons. Some reasons include:
- To automate an internal process by removing the human interaction from a process. For example, a company might use Service Connect to automate the entry of a Sales Order, based on an external trigger, or have the lines of a Sales Order automatically ship when the Sales Order has been closed.
- To have one application pass information to another application, in order for the second application to process the data. An example of this would be billing information from a project tracking application to an accounting application. This would allow Accounting to bill for services rendered on the project.
- To respond back to an application with updated data after a business process has been completed. This would keep two unrelated applications in sync. For example, if an item were to be requested to be shipped in an inventory application, the data would be passed to a shipping application to be shipped, then once shipped the tracking number would be returned to the inventory application.
- To send emails requesting tasks be executed before another step of a business process can be completed. An example of this would be sending an email to a Purchase Order manager to approve a Purchase Order over a specific amount.
- To assign tasks to be completed to users, to help manage the flow of a business process. By using Service Connect Task Monitor, instead of emails, a task can be assigned to a specific user and the business process halted until the user completes the task. This could be used for setting up project service billings approvals or Personal Time Off requests.
The automation and orchestration capabilities of Service Connect improve processes within the Epicor application and improve interactions between the Epicor application and other applications. Customers in need of such capabilities find that by dusting off their Service Connect license and connecting with some skilled partners, they can extend the scope of their enterprise application and yield tangible business benefits in so doing. The Estes Group has a wide breadth and depth of experience in Service Connect, and has been helping customers to get the most out of their investment. Looking to take your enterprise application to the next level? Come check us out—we’d love to talk with you and see what’s possible.
Fans of 1970’s sitcoms and syndicated late-night television know the scene too well. The show was the long-running strip of analog nostalgia known as “Happy Days.” The episode was the Season 5 premiere. The setting was new: after four seasons of teenage angst centered around Arnold’s Drive-in, the show briefly moved its location to the beaches of California. The plot was abysmal: on some silly pretext, its standout character, Arthur “Fonzie” Fonzarelli, clad in a leather jacket and Bermuda shorts, water-ski-jumps a tiger shark, proving his tropical machismo for all to see. In retrospect, results were understandable; the show went on for many seasons, but never with the same pop and sizzle of the greasy diner days. The narrative had broached the limits of its own heuristic, and the damage was irreparable—the show had “jumped the shark.”
“Jumping the shark” has come to take on a broad meaning, extending beyond popular culture. Wikipedia defines the term jumping the shark to refer to the moment when a brand, design, franchise, or creative effort’s evolution declines, or when it changes notably in style into something unwelcome. Jumping the shark is the moment where an entity has reached its proverbial apogee and thereafter inevitably and irrevocably begins its downward slope. This happens with TV shows, with athletes, and, unfortunately, with ERP applications when you don’t get an ERP software upgrade. So why update your software?
I once worked for a company that implemented a hip and snazzy Tier 1 ERP system in 1999. Over the next ten years, the package implemented was resold, re-branded, and reworked multiple times; to such an extent that it no longer resembled its antecedent. Moreover, the company had done little to keep up with these changes, and after ten years, the system it implemented had essentially jumped the shark. In 2009, the company moved to an equally hip and snazzy ERP system, but with upgrades—now it had a Microsoft .Net user interface and a SQL Server database. There was this iffy Progress OpenEdge middle layer, but even still, the overall package seemed bright and beaming, compared to the dim hue of the application it replaced. The application implemented in 2009 was Epicor’s Vantage 8.03 ERP system.
Now, as we near 2018, companies continue to question the systems implemented in the first decade of our new millennium. No longer the strategic advantage that it was at cut-over, companies’ enterprise systems have slowly morphed into liabilities when trying to reconcile ERP structure vs. company structure. And as digital transformation increasingly becomes the norm, companies can greatly benefit from understanding whether its ERP system has outlived its usefulness to the organization. Below are a number of ways to know whether your ERP system has jumped the shark, and the reasons why you need an ERP system upgrade:
- You’ve lost track of the number of major releases between the current software version and the version you are currently on; or the number of service packs outnumber your fingers and toes. Does your current application have a suffix in the range of 6.0 or 8.0, while the vendor is peddling products with a moniker broaching double digits? That might be a problem.
- The ERP vendor from whom you purchased the software has since been acquired by another ERP vendor. When vendors merge, application consolidation often follows. Typically this involves the sun-setting of certain applications in favor of others, which means that customers of discontinued applications may find themselves tied to a dwindling thread of support. When mergers or acquisitions happen, understand the implications to your enterprise application—it may involve new investments.
- The ERP product being used has since been re-branded. Epicor’s Vantage 803 has been re-branded twice—first to the Epicor 904/905 series, and now to the ERP 10 platform. Vendors generally offer migration paths for existing customers when re-branding products. Often, this is because application re-branding generally coincides with significant infrastructural and functional changes to the application itself. Explore the migration path options—perhaps it will take you somewhere.
- Is your current application written in a propriety language that is no longer supported? Or was it built on a server platform that you no longer want to support? Or does it use a database that you are no longer comfortable with? Perhaps it’s time to find a better fit.
- Your company’s direction relating to application, database, or operating system architecture has changed dramatically since the original implementation. Sometimes the software has kept up but the business has changed. In these cases, a re-implementation might be in order.
To customers of Epicor’s legacy 803 and 905 platforms, the answer is clear: the shark has been jumped—it’s time to change the channel and upgrade.