ERP Implementation Archives - Page 3 of 18

Frenetic to Kinetic: 5 Tips for Epicor Kinetic Upgrades

by EstesCloud | Dec 21, 2023 | Cloud, Epicor, Epicor 10, Epicor Kinetic, ERP Consulting, ERP Implementation, ERP Risks and Challenges, Hosting, Managed IT Services

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.

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.

Freight Forward to the Future: P21 Web UI Migration Options

by Brad Feakes | Dec 20, 2023 | Cloud, ERP, ERP Consulting, ERP Implementation, Hosting, Managed IT Services, Prophet 21

Transitioning to the P21 Web UI Version

Keeping your Prophet 21 ERP system up to date poses numerous challenges, especially when dealing with upgrades. The testing, retesting, troubleshooting, and remediation processes can be time-consuming and demanding. Transitioning to the P21 Web UI introduces even greater challenges, with larger changes, increased risks, and heightened frustrations for end users. Consequently, the adoption of the P21 Web UI has been progressing slowly, akin to molasses in January, as they say in Canada.

Prophet 21 P21 Web UI Migration Distribution Warehouse

In November, EstesGroup sponsored the Southeast User Group chapter of the P21WWUG, presenting on P21 Infrastructure Best Practices and the elusive topic of Web UI Migrations. Our polls revealed that two-thirds of customers have yet to fully migrate from the P21 desktop application.

For customers still tethered to a desktop version seeking a way out, we recommend two approaches when planning a P21 Web UI migration: incremental or big bang.

An Incremental Approach

For those committed to the last branched version (2021.1) and hesitant to fully transition from the P21 desktop, an incremental approach is advisable. The customer creates an ecosystem as a live testing model, gradually shifting from the old to the new through the following steps:

Develop an adoption plan for “branched” usage, initially allocating specific hours for web UI use.
Configure a branched deployment in the live environment, allowing parallel use of desktop and web UI.
Instruct users to incrementally operate on the web UI during designated hours.
Address reported shortcomings incrementally through IT or ERP administrator intervention.
Create a remediation work plan for identified issues and initiate resolution.
Conduct remediation and testing cycles until all issues are resolved.
Increase web UI usage until reaching a predefined cutoff amount of time.
Attain user and management signoff, and officially transition all users to the web UI.
Stabilize the live cutover environment and provide ongoing support.

A Big Bang Approach

For customers seeking a more significant leap to a web-only version (2022+), the big bang approach is recommended. This involves an implementation-level cutover executed in one decisive move:

Deploy the Web UI to a middleware-only test environment.
Conduct user testing, addressing and communicating issues as they arise.
Create a remediation work plan and resolve identified issues.
Document remediations and compile into a cutover plan, expanding the testing pool.
Conduct a mock cutover (CRP), regression testing, and address any remaining issues.
Attain user and management sign-off for the “go live” decision.
Repeat the cutover to the new version in the live environment with Web UI.
Stabilize the live cutover environment and provide ongoing support.

The Weight (and Freight) of Risk in P21 Migrations

The choice between incremental and big bang approaches depends on your risk tolerance and desired rewards. If you seek to minimize risks, choose the incremental approach. For maximizing rewards, opt for the big bang. Each approach comes with its own set of risks, rewards, and characteristics. If you need assistance with your Web UI Migration, please reach out to us!

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Turning the Degenerative into Generative AI in ERP

by EstesCloud | Dec 14, 2023 | Business Consulting, Cloud, Epicor, Epicor Kinetic, ERP, ERP Consulting, ERP Implementation, Managed IT Services, Prophet 21, Security, SYSPRO

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.

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How ERP Breathes New Life into Medical Device Manufacturing

by EstesCloud | Nov 21, 2023 | Cloud, ERP, ERP Consulting, ERP Implementation, ERP Selection, Hosting, Manufacturing Innovation

ERP Ready to Help

The medical device manufacturing sector plays a vital role in supplying essential products that impact lives. Manufacturers must adhere to the strictest compliance standards while successfully organizing and managing their operations. Effective Enterprise Resource Planning (ERP) systems can be an important aspect of this organization and management. There are many benefits to implementing ERP systems, and manufacturers will find that the right solutions will improve their operations, ultimately increasing operational productivity and software functioning.

Tracking Data Health

Given the diverse range of medical supplies and their components, manufacturers require software integrations capable of efficiently tracking parts and finished products. ERP systems facilitate seamless tracking and management of order histories, revisions, and product recalls. Tailored ERP solutions offer real-time insights throughout the manufacturing process, aiding in documentation and data export for compliance with medical device manufacturing standards. These systems also enable revision tracking during manufacturing, assisting businesses during inspections and audits. Providing recall tracking, ERP systems empower businesses to identify potential concerns in medical devices, implementing protocols to prevent recalls and ensuring comprehensive tracking support for the complex manufacturing of medical devices.

Healthy Supply Chain Management

ERP systems for the medical device manufacturing industry offer robust support for supply chain management. Businesses can easily manage various aspects, including the Approved Supplier List (ASL), tracking, manufacturing documentation, data reporting, validation and revalidation, risk assessment, and quality control and inspection.

Seamless ERP Integrations

The most effective ERP systems are tailored to seamlessly integrate with existing systems and software. Customized ERP systems provide a unified approach to operational management, allowing for flexible software integrations under a single system. For instance, integration with the Laboratory Information Management System (LIMS) provides crucial data insights while safeguarding data and permissions. ERP systems collaborate with and enhance existing systems, enabling businesses in the medical device manufacturing industry to focus on quality and efficiency in supplying and distributing medical devices.

The Longevity of Med Device Manufacturing

In a world where medical devices like artificial hips and knees are essential and can change lives, ERP systems emerge as crucial tools for meeting industry demands. A fully-customizable ERP system offers comprehensive data tracking and supply chain management, alongside flexibility in system and software integrations. Implementation of effective ERP systems empowers businesses to gain insights into their manufacturing processes, enhancing operational efficiency and productivity. A unified system with vital software integrations allows businesses to prioritize fulfilling essential orders and providing individuals with the medical devices they need.

Where Security Takes the Pulse

Meet ECHO, EstesGroup’s cloud solution for complex application management. In the rapidly evolving landscape of medical device manufacturing, top-tier security and cloud solutions stand as the vanguards of fortified operations. Paired seamlessly with effective ERP systems, these cutting-edge technologies offer a robust shield against potential threats. Advanced security protocols embedded within the cloud infrastructure provide an extra layer of protection for sensitive data, ensuring compliance with stringent industry standards.

Global Health Requires Private Cloud ERP

Cloud solutions enable manufacturers to securely store and access critical information, fostering a dynamic and collaborative environment. This integrated approach not only enhances the resilience of the manufacturing process but also aligns with the industry’s commitment to delivering high-quality, life-changing medical devices. As the medical manufacturing sector embraces innovation, the synergy between ERP, top-tier security, and cloud solutions emerges as a formidable force, propelling the industry towards a future of heightened efficiency and reliability.

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Epicor Kinetic Cloud Options: Cloud Mastery for Manufacturers

by EstesCloud | Nov 15, 2023 | Backup, Cloud, Epicor, Epicor 10, Epicor Kinetic, ERP, ERP Consulting, ERP Implementation, Hosting, Managed IT Services

Do you understand your Epicor Kinetic cloud options compared to on-prem ERP history?

In the realm of managed service providers (MSPs) and systems integrators (SIs), the names of giant cloud computing corporations like Azure and Google often loom large. However, the allure of these industry giants doesn’t always translate into the best choice for manufacturers and distributors seeking cloud solutions. Did you know that Enterprise Resource Planning (ERP) software comes with many deployment possibilities? Let’s have a closer look at how manufacturers can benefit from knowing their options when it comes to a solution like Epicor Kinetic ERP.

On-premise ERP isn’t exactly a thing of the past.

As a provider specializing in tailored solutions for all cloud-based services, EstesGroup offers personalized white-glove on-premise and in-the-cloud services that can align seamlessly with the unique needs of manufacturers and distributors, ensuring optimal outcomes and growth. But not all manufacturers will benefit from a move to the cloud. Some manufacturers benefit from a slower migration to full-cloud implementation. Herein lies the value of opting for a custom white-glove ERP consultancy for all of your technology needs that will support your unique ERP deployment:

On-premise ERP deployment: On-premise ERP deployment involves hosting the enterprise resource planning (ERP) software within an organization’s physical servers and infrastructure, providing direct control but requiring on-site management and maintenance.
Vendor-controlled deployment (Software as a Service or SaaS): Vendor-controlled deployment, commonly known as Software as a Service (SaaS), entails accessing ERP software hosted and managed by a third-party provider.
Private cloud deployment: Private cloud deployment involves hosting ERP applications on a dedicated cloud infrastructure exclusively for one organization. This option provides enhanced security, control, and customization compared to public cloud solutions.
Hybrid cloud deployment with custom integrations and software solutions: Hybrid cloud deployment combines on-premise, private, and public cloud solutions, allowing organizations to tailor their ERP strategy. Custom integrations and software solutions bridge different environments, offering flexibility, scalability, and efficient data management.

The best ERP deployment for your business begins with the best strategy for your business. With two decades of experience in ERP, the EstesGroup team comes to you with a full suite of on-premise and cloud-based expertise.

Who doesn’t need customization and dedicated support?

If you are a growing manufacturing company, you will need to know that your ERP system and its underlying technology can support your ongoing operations, ensuring your successful future. Unlike the “big cloud” counterparts, custom white-glove cloud providers such as EstesGroup steer away from one-size-fits-all approaches. Instead, they empower organizations, like manufacturers and distributors, to customize and refine their solutions to match distinct requirements and unique teams.

Rather than contending with universal approaches and impersonal support, choosing a custom white-glove cloud provider allows manufacturers and distributors to craft tailored solutions and gain the personalized support they need. With a complex ERP system like Epicor Kinetic, you will need personalized support on both the functional and the technical end. EstesGroup provides unparalleled individual attention and support for manufacturing ERP solutions, allowing you to make the best choice for deployment when considering all of your Epicor Kinetic cloud options compared to on-premise deployment options. Partnering with EstesGroup offers exceptional flexibility and reliability while keeping costs for services and tools well within target.

Do your Epicor Kinetic cloud options come with hidden fees?

In addition to customization and support, partnerships with custom white-glove cloud providers like EstesGroup aid manufacturers and distributors in selecting cloud solutions that align with their budgets. The approaches of larger cloud computing companies can often be intricate and challenging to migrate, leading many organizations to contend with hidden fees that adversely impact their budgets.

For the ultimate ERP experience, choose an expert ERP and IT consultancy, ensuring that your team can comprehend solutions, pricing models, and contracts with clarity. The simplicity of your cloud solutions and transparent pricing and fee schedules are invaluable benefits of choosing a custom white-glove cloud provider. Choose a cloud provider that takes pride in its commitment to transparency, a quality often overshadowed when dealing with larger cloud computing companies. This transparency allows your organization to stay on budget, reduce costs, and expect effortless growth.

Navigating the selection process for a cloud computing partner can be a formidable task.

For manufacturers and distributors, choosing a custom white-glove cloud provider like EstesGroup over industry giants like Azure and Google could prove to be the superior option. A partnership with EstesGroup grants organizations the flexibility to choose customized plans, transparency in solutions, pricing models, and contracts, along with the essential support, reliability, and performance. Rather than grappling with universal approaches and hidden fees, a custom cloud provider assists manufacturers and distributors in tailoring solutions to their specific needs while staying on budget.

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An Introduction to the SYSPRO Database

by EstesCloud | Nov 1, 2023 | Cloud, Distribution, ERP, ERP Consulting, ERP Implementation, Hosting, Managed IT Services, Manufacturing Innovation, SYSPRO

An Introduction to the SYSPRO SQL Database Structure

In the early versions of SYSPRO, the ERP’s data was entirely stored in C-ISAM files. These C-ISAM files were essentially text files containing system data. They could cause a lot of trouble if you had to investigate or troubleshoot data problems as they were lacking a stable framework to review and analyze them. Thankfully, a modern SQL database structure was introduced between SYSPRO 6.1 and 7. In today’s SYSPRO 8 version, essentially all components of the ERP have now been converted and are stored in traditional SQL database tables. Knowing what SYSPRO’s database looks like becomes a vital tool if you are tasked to troubleshoot data problems, analyze company data, or build SQL queries to pull data for custom reports.

So what does a SYSPRO database structure look like?

The “System-Wide” Database

Both SYSPRO 7 and SYSPRO 8 contain what SYSPRO calls the “system-wide” database. While the name of the database can be customized to the business’ liking, it is commonly named “sysprodb” by default. The database contains information about operators, administrative settings, system information, and licensing details. Any data pertaining to system-wide configurations that span all SYSPRO companies will be found in this database. Particularly important tables to take note of in this database are:

AdmOperator – Contains data of all operators on file in SYSPRO along with their role, group, and other access level details.
AdmSysVersion – Header table containing the database version details of the SYSPRO environment.
SysproAdmin – Table containing a list of the companies in your SYSPRO environment. This table becomes relevant when creating test companies or setting up SYSPRO’s default test databases.

The Company Databases

Each company created in SYSPRO will have its own database and default company tables. By default, SYSPRO names these companies ‘SysproCompany’ along with the company’s ID at the end. Ex, SysproCompanyT, SysproCompanyA, etc. These are the databases where your company’s transactional data is stored.

At a first glance, these databases can be overwhelming. A standard SYSPRO database can have over 1000 tables in it. The good thing is that while this full list of tables compromises all of SYSPRO’s functionality, it is unlikely that your environment is both licensed and actively using SYSPRO’s full suite of products. This means that most of these tables will be empty and will not be worth much of your attention.

Instead, there are about 25 – 50 tables in any given environment that sees most of the action. To provide a cheat sheet, here are some of the commonly used tables in SYSPRO that are essential to the daily use of SYSPRO:

ApInvoice – Supplier invoices
ApSupplier – Supplier header details
ApSupplierAddr – Addresses for the suppliers
ArCustomer – Customer header details
ArInvoice – Customer invoices
ArTrnDetail – Details about each invoice. Used extensively for sales reporting
BomOperations – Operations against a BOM
BomStructure – Structure against a BOM
InvMaster – Master for all stock codes in SYSPRO
InvMovements – Inventory transaction details against each SKU
InvPrice – Sell prices against each SKU
InvWarehouse – Master table for inventory counts of each SKU
PorMasterHdr – Purchase order header
PorMasterDetail – Purchase order details
SorMaster – Sales order master
SorDetail – Sales order details
WipMaster – Master for jobs
WipJobAllLab – Labor details against jobs
WipJobAllMat – Material details against jobs
WipJobPost – History of material/labor issued to jobs

The “Deployment” Database

Unique to SYSPRO 8, this database handles information relating to the release version of your SYSPRO environment. The “SYSPRO 8 Installer” tool uses this database exclusively to verify which products are available to you and whether any recent updates have become available. In addition, it contains information about which machines have SYSPRO clients installed on them and which versions they have installed.

Admins, do you grasp the SYSPRO database structure for efficient data troubleshooting and analysis?

This covers the databases you will see in a usual SYSPRO environment. Knowing what SYSPRO’s database structure looks like is essential for any SYSPRO admin to effectively be able to find, troubleshoot, and analyze vital company data.

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