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EstesGroup Joins Elite Inc. 5000 Ranks

EstesGroup Joins Elite Inc. 5000 Ranks

EstesGroup Soars to New Heights: Ranked Among America’s Fastest-Growing Companies on the 2024 Inc. 5000 List

We’re thrilled to announce that EstesGroup has been recognized as one of America’s fastest-growing private companies, securing a coveted spot on the prestigious Inc. 5000 list for 2024. This recognition is a testament to our team’s hard work, innovative spirit, and unwavering commitment to excellence. EstesGroup is the leading ERP consultancy for world-class technology and cloud solutions for businesses, and this has been recognized by the Inc. 5000 community. This annual ranking, compiled by Inc. magazine, showcases the fastest-growing private companies in America, highlighting the most successful independent, entrepreneurial businesses driving the economy forward.

Business Team Puzzle

A Milestone Achievement

EstesGroup’s inclusion in the Inc. 5000 list is a testament to remarkable growth and success over the past few years. This recognition places EstesGroup among an elite group of companies that have demonstrated exceptional revenue growth and resilience in the face of economic challenges.

Navigating Challenges, Embracing Opportunities

The past few years have presented unprecedented challenges for businesses across all sectors. From navigating the complexities of remote work to adapting to rapidly changing market conditions, companies have had to be more agile and innovative than ever before. The 2024 Inc. 5000 class represents companies that have achieved impressive revenue growth while navigating complex economic conditions, including inflationary pressures, rising capital costs, and a competitive hiring landscape. EstesGroup’s ranking on this list underscores the team’s ability to thrive and expand despite these obstacles.

The Journey

Founded in 2004, EstesGroup has quickly established itself as a leader in enterprise resource planning (ERP) consulting and managed IT services. This unique approach combines cutting-edge technology with a deep understanding of our clients’ business processes, allowing the EstesGroup team to deliver tailored solutions that drive real results. Notable achievements include:

  • Developing AI-driven ERP optimization tools that increase clients’ operational efficiency immediately 
  • Expanding and enriching the client base, with a strong focus on mid-sized manufacturing and distribution companies
  • Launching an innovative cybersecurity division that has quickly become a go-to resource for businesses looking to protect their digital assets
  • Offering premier cloud solutions and services to businesses of all sizes, across all industries

As part of the Inc. 5000, EstesGroup joins a cohort of businesses that collectively added hundreds of thousands of jobs to the economy over the past three years. This achievement not only reflects our company’s success but also our contribution to job creation and economic vitality.

The Future

EstesGroup takes this moment to thank their incredible team, loyal clients, and all those who have supported them on this journey. The trust and partnership of these stakeholders have been instrumental in the company’s success. As EstesGroup celebrates this achievement, they are also looking forward to connecting with fellow innovators and entrepreneurs at the upcoming Inc. 5000 Conference & Gala in Palm Desert, California. For those attending, EstesGroup representatives would be delighted to connect and share ideas on how to continue driving growth and innovation across various industries.

EstesGroup raises a toast to continued growth, innovation, and success – not just for the EstesGroup team, but for all the visionary enterprises driving America’s entrepreneurial spirit forward. As the leading ERP consultancy, EstesGroup specializes in providing world-class technology and cloud solutions for businesses. EstesGroup’s expertise in Enterprise Resource Planning (ERP) systems enables organizations to streamline their operations, enhance productivity, and drive growth. This recognition by Inc. 5000 further solidifies our position as a trusted partner for businesses seeking to leverage technology for success.

Celebrating Two Decades of Excellence

This Inc. 5000 recognition comes at a particularly special time for EstesGroup, as the company celebrates its 20th anniversary in 2024. Founded in 2004, EstesGroup has grown from a small ERP consulting firm to a national leader in ERP solutions and managed IT services. Over the past two decades, the company team has weathered economic storms, adapted to rapidly evolving technologies, and consistently delivered value to its growing client base.

About Inc. and the Inc. 5000

The Inc. 5000 list is a prestigious ranking of the fastest-growing private companies in America. Companies are ranked according to percentage revenue growth over a three-year period. The list provides valuable insights into the most dynamic segment of the economy—America’s independent entrepreneurs. Many well-known companies gained their first national exposure as honorees on the Inc. 5000.

Inc. Business Media is the leading multimedia brand for entrepreneurs, offering award-winning content across various channels, including print, digital, video, podcasts, newsletters, and social media. The Inc. 5000 list, along with other recognition programs like Female Founders and Power Partners, provides top businesses with increased credibility and opportunities to engage with an exclusive community of their peers.

For more information about Inc. and the Inc. 5000, visit www.inc.com.

“Our inclusion in the Inc. 5000 list is a testament to the resilience and adaptability of the entire EstesGroup team. During unprecedented times, we not only persevered but thrived, leveraging our expertise in ERP and IT solutions to help businesses navigate the challenges of a rapidly changing world. This recognition reinforces our commitment to innovation and excellence in serving our clients. As we look to the future, we’re excited to continue pushing the boundaries of what’s possible in business technology solutions, empowering organizations to achieve their full potential in an increasingly digital landscape.” – Brad Feakes, President of EstesGroup

Hardware System Requirements for Epicor Prophet 21

Hardware System Requirements for Epicor Prophet 21

What are the hardware system requirements for Epicor Prophet 21?

Enterprise Resource Planning (ERP) systems like Epicor Prophet 21 (P21) play a crucial role in streamlining operations and driving business growth in the distribution industry. However, the hardware requirements for on-premise ERP deployments present an ongoing challenge, constantly evolving with technological advancements and software updates.

Hardware System Requirements for Epicor Prophet 21

Epicor P21 – Background and Evolving Capabilities

Epicor positions Prophet 21 as a solution “made by distributors for distributors.” As the distribution industry continues to change, P21’s capabilities expand to meet new challenges. These include advanced Customer Relationship Management (CRM), Order Management, eCommerce integration, and Business Intelligence features. With each new version and feature set, the demands on hardware infrastructure often increase.

The Moving Target of Hardware Requirements

The performance of on-premise Epicor P21 systems is intrinsically tied to the underlying hardware infrastructure. As the software evolves, so do its hardware needs. This presents a significant challenge for IT teams, who must continually reassess and potentially upgrade their hardware to maintain optimal performance.

Key Things to Consider When Addressing Hardware System Requirements for Epicor Prophet 21

While specific requirements may shift, some general hardware considerations for P21 deployment include the following:

  • Servers: Both database and application servers need regular evaluation to ensure they meet the latest requirements.
  • Processing Power: The demand for more powerful, multi-core processors (such as the Intel Xeon series) tends to increase over time.
  • Storage: The shift towards faster storage solutions like SSDs and advanced RAID configurations is ongoing.
  • Memory: RAM requirements typically trend upwards with each major software release.
  • Networking: As more features become web-based or cloud-integrated, network infrastructure becomes increasingly critical.

Back to the Basics of P21

Servers

  • Database Server: Responsible for managing and storing data that the ERP system uses; key features for optimal functionality and performance include robust storage and memory, ensuring users can quickly access and process data
  • Middleware/Web Applications Server: Essential for organizations that utilize P21’s web-based components; requires minimal to moderate processing capability and memory, depending on the number of users

Processing

  • Server CPU capabilities determine performance
  • Multi-core processors are recommended

Storage

  • Solid-State Drives (SSDs) perform the best
  • Redundant Array Independent Disks (RAID 10) enhance data processing

Memory

  • Adequate RAM is essential for operation
  • For the Database Server, 32 GB RAM or greater is recommended
  • For the Web Server, 8 GB RAM or more is needed, depending on the number of users

Networking

  • Web-based or cloud-integrated network infrastructure becomes necessary 
  • Advanced cybersecurity and compliance regulation needs demand IT talent

Scalability has become one of the greatest challenges when addressing hardware system requirements for Epicor Prophet 21.

One of the biggest challenges in on-premise ERP deployment is planning for scalability. As businesses grow and P21 capabilities expand, the hardware infrastructure must be able to scale accordingly. This often requires significant foresight and investment, as upgrading hardware can be costly and disruptive.

Cloud vs. On-Premise ERP: A Shifting Landscape

The evolving nature of hardware requirements is pushing many organizations to reconsider the total cost of ownership for on-premise deployments. Cloud-based solutions, which offload the burden of hardware management and upgrades, are becoming increasingly attractive. However, this shift introduces new considerations around data security, customization, and control.

Staying Ahead of the Cloud

To manage the ever-changing hardware requirements for on-premise P21 deployments, organizations should do the following:

  • Maintain close communication with Epicor about upcoming releases and their potential hardware impacts.
  • Regularly audit current hardware against the latest requirements.
  • Develop a long-term hardware upgrade strategy that aligns with both business growth projections and P21’s development roadmap.
  • Consider hybrid approaches that leverage both on-premise and cloud resources to balance performance, cost, and flexibility.

The hardware system requirements for Prophet 21 deployments are not static.

They represent an ongoing challenge that requires constant attention and adaptation. While this document outlines some general considerations, it’s crucial to recognize that these may change rapidly. Organizations must stay informed about the latest requirements, plan proactively for hardware upgrades, and continually evaluate their deployment strategy to ensure they’re maximizing the benefits of their P21 system while managing the complexities of evolving hardware needs.

NAW Events 2024-2025: Networking for Distribution Leaders

NAW Events 2024-2025: Networking for Distribution Leaders

EstesGroup and NAW: A Powerful Partnership for Distribution Success

The National Association of Wholesale Distributors (NAW) has been a cornerstone of the multi-trillion dollar wholesale distribution industry since 1946. Let’s explore NAW’s role, offerings, membership benefits, and key events that drive wholesale success. EstesGroup provides full services and solutions to the distribution industry for business consulting, enterprise resource planning (ERP), technology, and cloud solutions

While the National Association of Wholesale Distributors (NAW) provides invaluable industry advocacy, networking, and educational resources, EstesGroup complements these efforts by offering cutting-edge technological solutions tailored for the distribution sector. This synergy creates a comprehensive support system for wholesale distributors looking to thrive in today’s competitive marketplace.

National Association of Wholesale Distributors NAW Events

What EstesGroup Brings to NAW Events 

EstesGroup’s full suite of world-class ERP, IT, and cloud solutions addresses the unique technological needs of distributors. Their offerings include:

  • ERP Solutions: EstesGroup specializes in implementing and supporting enterprise resource planning systems designed specifically for distributors. These ERP solutions streamline operations, enhance inventory management, and improve overall business efficiency.
  • IT Services: With a deep understanding of the distribution industry, EstesGroup provides managed IT services that ensure your technology infrastructure supports your business goals. From network security to help desk support, they keep your operations running smoothly.
  • Cloud Solutions: EstesGroup’s cloud services enable distributors to leverage the power of cloud computing for improved scalability, accessibility, and data security. This allows businesses to focus on growth while EstesGroup manages the technical details.

By combining NAW’s industry insights and advocacy with EstesGroup’s technological expertise, distributors gain a competitive edge. NAW members can leverage EstesGroup’s solutions to implement the best practices and strategies learned through NAW’s educational programs and events. Meanwhile, EstesGroup’s understanding of NAW’s initiatives ensures their technology solutions align with industry trends and regulations.

This powerful combination of industry knowledge and technological capability positions wholesale distributors for success in an increasingly digital marketplace. Whether you’re looking to optimize your supply chain, enhance your customer relationship management, or modernize your entire IT infrastructure, the partnership of NAW’s industry leadership and EstesGroup’s technical prowess provides a solid foundation for growth and innovation in the distribution sector.

What is NAW? 

NAW represents diverse sectors within the wholesale distribution industry, serving businesses of all sizes. The organization is committed to do the following and more:

  • Creating policies that strengthen the industry
  • Providing resources for contemporary market challenges
  • Promoting success for all member businesses

EstesGroup Supports NAW’s Core Mission

Advocacy

  • Represents wholesale distributors at federal and state levels
  • Lobbies for beneficial legislative and policy changes
  • Acts as the industry’s voice for a better business environment

Education

  • Offers resources to enhance members’ knowledge and skills
  • Provides publications and online webinars
  • Keeps members informed about industry best practices and technologies

Networking

  • Facilitates member events for industry connections
  • Fosters community and collaboration
  • Promotes valuable partnerships and insights

Membership Benefits

  • Industry representation through advocacy efforts
  • Access to valuable research and reports
  • Educational resources for professional development
  • Networking opportunities within the industry
  • Discounted services and products from strategic partners

Key NAW Events

SHIFT 2024

  • Date: September 11-13, 2024
  • Location: Denver, Colorado
  • Features: Networking and business insights from industry leaders

NAW Executive Summit 2025

  • Date: January 27-29, 2025
  • Location: Grand Hyatt, Washington, D.C.
  • Features: Learning, networking, and social events

NAW is an essential resource for wholesale distribution businesses, offering advocacy, education, and networking opportunities. Through its events and services, NAW promotes community, collaboration, and sustainable growth in the industry. 

The National Association of Wholesale Distributors (NAW) Events in 2024 and 2025: Your Competitive Edge

Visit EstesGroup at NAW events, where our team of experts will be offering complimentary consultations tailored to your distribution company’s needs. Whether you’re looking to optimize your Prophet 21 implementation, explore cloud solutions, or discuss IT strategies, our specialists are ready to provide insights and guidance at no cost. Take advantage of this exclusive opportunity to do the following and more:

  • Gain personalized advice from EstesGroup’s distribution technology experts
  • Explore cutting-edge solutions to enhance your operations
  • Network with industry peers and thought leaders

BPR for ERP: Reimagining Business for the AI Era

BPR for ERP: Reimagining Business for the AI Era

The BPRs of ERPs

Business Process Re-engineering (BPR) or Business Process Review (also BPR) have evolved into a crucial strategy for companies navigating the rapidly changing digital landscape. If you’ve been in your industry for even a short time, you’ve likely encountered both terms and recognize the growing importance in driving innovation and maintaining competitive, especially in regard to new AI technologies.

Business Process Re-engineering and Business Process Review, both conveniently abbreviated as BPR, are two sides of the same coin in the realm of organizational improvement. While they share the goal of enhancing business operations, their approaches and outcomes differ significantly. A Business Process Review is like a health check-up for your company, diagnosing issues and suggesting minor tweaks to existing processes. It’s the corporate equivalent of adjusting your diet and exercise routine. 

BPR in ERP

On the other hand, Business Process Re-engineering is more akin to radical reconstructive surgery, completely reimagining and rebuilding processes from the ground up. It’s not just about losing a few pounds; it’s about getting an entirely new body. Both BPRs aim to boost efficiency and effectiveness, but while a Review might suggest switching from manual to digital record-keeping, Re-engineering could propose scrapping the entire department and replacing it with an AI-driven system. In essence, these BPR twins are united in their quest for improvement but diverge in their level of ambition and disruption.

Modern businesses and ERP solutions are intricate ecosystems of processes designed to optimize quality, efficiency, and profitability. However, in today’s fast-paced environment, these processes require constant evolution. To stay ahead, companies must embrace continuous transformation, leveraging cutting-edge technologies and methodologies.

Regular, comprehensive reviews of your business processes are no longer optional—they’re essential for survival and growth. This may involve:

  • Harnessing the power of big data and advanced analytics
  • Integrating AI and machine learning into decision-making processes
  • Reimagining customer engagement through personalized, AI-driven experiences
  • Adopting blockchain for enhanced security and transparency
  • Exploring the potential of augmented and virtual reality in various business functions

Legacy systems that once formed the backbone of operations may now be holding you back. It’s time to consider next-generation solutions built on cloud-native architectures and powered by AI.

Enter the New Era of ERP in an Era of AI

Enterprise Resource Planning (ERP) has undergone a radical transformation. Today’s ERP solutions are intelligent, interconnected platforms that serve as the central nervous system of your organization.

A state-of-the-art ERP system should do all of the following and more:

  • Leverage AI for predictive analytics and autonomous decision-making
  • Offer seamless integration with IoT devices for real-time data collection
  • Provide advanced cybersecurity measures to protect against evolving threats
  • Enable hyper-personalization in customer interactions
  • Facilitate sustainable and ethical business practices
  • Support remote and hybrid work models with robust collaboration tools
  • Offer immersive data visualization for enhanced insights

The best part? These advanced ERP solutions are designed for the mobile-first world, allowing secure access and management from any device, anywhere on the planet.

If this sounds like the future your business needs, it’s time to speak with an EstesGroup AI + ERP consultant. Imagine your business processes reimagined by AI – EstesGroup can turn that vision into reality, transforming your operations from outdated to cutting-edge through strategic BPR (Business Process Review or Business Process Re-Engineering project), leaving your competitors wondering how you leaped so far ahead so fast.

At EstesGroup, we specialize in propelling businesses into the future. As leading implementers of cutting-edge ERP solutions, we excel in BPR for the AI age. Our team identifies the processes holding your business back and tailors ERP solutions that unlock your company’s full potential in this new digital era.

Reimagine Your Business for the AI Era with BPR for ERP Expertise

As we stand on the cusp of 2025, the dual forces of Business Process Re-engineering and Business Process Review are more critical than ever in navigating the AI-driven future. Whether you’re looking for incremental improvements or radical transformations, these BPR approaches offer powerful tools to optimize your operations for the challenges ahead. At EstesGroup, we understand that every business’s journey is unique. We’re here to guide you through whichever BPR path best suits your needs, leveraging cutting-edge AI technologies and our deep industry expertise.

By embracing these forward-thinking strategies, your organization can not only adapt to the rapidly evolving business landscape but thrive in it. Don’t let your processes become relics of the past—partner with us to reimagine your business for the AI era and position yourself at the forefront of innovation. The future is here, and with the right BPR approach, you’ll be ready to seize every opportunity it brings. Take the first step towards future-proofing your business. Connect with us today and discover how we can transform your operations for the challenges and opportunities of 2025 and beyond.

When AI Consulting Becomes the ERP Guru Behind the Gurus

When AI Consulting Becomes the ERP Guru Behind the Gurus

In a twist of digital irony, AI is fast becoming the ultimate meta-consultant – the sage advisor to the advisors themselves. Seasoned Enterprise Resource Planning (ERP) and IT consultants, armed with years of experience and polished PowerPoint decks, now turn to their silicon-based counterparts for a leg up. These AI systems, tirelessly crunching data and spotting patterns that would make even the most caffeine-fueled analyst weep, are transforming from mere tools into indispensable collaborators. It’s as if the oracles of the business world have found their own oracle, one that speaks in algorithms and predictive models, even in complex areas like cybersecurity. 

AI Consultants in ERP

Brave New Cloud ERP

The consultants who once prided themselves on having all the answers are now asking AI the questions, creating a cerebral symbiosis that’s redefining the very nature of expertise. In this brave new world, the smartest person in the room might just be the one who knows how to ask the right questions – to a machine.

Artificial Intelligence (AI) is rapidly transforming the business landscape, presenting both opportunities and challenges. As companies navigate this new terrain, it’s crucial to understand AI’s impact and potential, especially as it transforms cloud technology. Let’s explore essential questions about AI in business, focusing on perspectives, influences, risks, and strategic planning.

Understanding AI’s Role in Modern Business

AI has become a game-changer across industries. From automating routine tasks to providing deep insights through data analysis, AI is reshaping how businesses operate. It’s essential to develop a clear perspective on AI’s potential in your specific industry and how it aligns with your business goals.

The Impact of AI on Business Operations and Workforce

AI is not just a technological upgrade; it’s a transformative force affecting various aspects of business:

  • Operational efficiency: AI can streamline processes and reduce human error.
  • Employee roles: It may change job descriptions and create new positions.
  • Decision-making: AI-driven insights can inform strategic choices.

Consider how AI might enhance your team’s capabilities rather than replace them.

AI Integration with Existing Systems

One crucial consideration is how AI might interact with your current Enterprise Resource Planning (ERP) system. Questions to ponder include:

  • Can AI enhance your ERP’s functionality?
  • What data integration challenges might arise?
  • How might AI-powered analytics complement your ERP’s reporting capabilities?

Addressing AI-Related Risks and Concerns

While AI offers numerous benefits, it’s important to be aware of potential risks:

  • Data privacy and security
  • Ethical considerations in AI decision-making
  • Dependence on AI systems
  • Regulatory compliance

Enterprise Resource Planning in risky business. In AI consulting in ERP, identifying risks is the first step in developing mitigation strategies.

Developing an AI Strategy

To harness AI’s potential effectively, businesses need a well-thought-out plan:

  • Assess your current technological landscape
  • Identify areas where AI can add the most value
  • Set clear objectives for AI implementation
  • Develop a timeline and resource allocation plan
  • Consider the need for upskilling or hiring AI talent

Partnering for AI Success

As you embark on your AI journey, consider what you need from technology partners like Estes:

  • Do you need assistance in implementing AI solutions?
  • Are you looking for ways to mitigate AI-related risks?
  • Or do you prefer to navigate AI independently, with minimal external involvement?

AI Consulting in ERP Begins with ERP Consulting

AI’s role in business is continually evolving. By addressing these key questions, you can better position your company to leverage AI’s benefits while managing its challenges. Remember, the goal is not just to adopt AI, but to integrate it in a way that aligns with your business objectives and values.

What’s your take on AI in your business? Are you considering AI consulting for ERP? Reach out to our expert team of ERP and IT / Cloud consultants today to discuss how we can support your AI journey. Let’s find out-of-the-box AI solutions or customized AI tools for your business!

Mastering Custom Reports in Epicor ERP

Mastering Custom Reports in Epicor ERP

In today’s data-driven business landscape, creating custom reports in Epicor ERP is crucial for informed decision-making. However, this process can be more challenging than expected. Let’s dive into the best practices for developing custom reports that meet your exact needs and leverage Epicor’s powerful capabilities.

Epicor ERP Custom Reports

Assessing the Need for Custom Reports in Epicor ERP

Before embarking on custom report development, consider whether it’s truly necessary. Simply replicating legacy system reports or providing vague instructions like “make it happen” often leads to disappointing results. Instead, a strategic approach is key to unlocking the full potential of Epicor ERP’s reporting features.

Key Elements for Specifying Epicor Reports

To ensure your custom reports deliver maximum value, focus on these critical components:

Query Logic

Define the precise data set your report should return. For example, “all active parts in Part Class X” or “uninvoiced sales order miscellaneous charges.” This foundational step guides the developer in structuring the underlying query effectively.

Filters

Determine if your report requires filtering options, such as by part, supplier, or site. This flexibility enhances user experience and report functionality within the Epicor ecosystem.

Groupings

Specify how you want data grouped in your report. For instance, “group by site and customer” provides a clear organizational structure for your information.

Sorts

Within your groupings, establish sorting preferences. This impacts the query structure and data presentation. Examples include “sort by invoice number” or “alphabetically by part number.”

Fields & Field Order

Identify the specific Epicor ERP fields containing relevant data and their desired order in the report. For calculated fields, provide the exact formula (e.g., past due = due date – current date).

Sample Data

Ensure your development environment contains representative data for testing. This might involve creating sales orders with miscellaneous charges to accurately model your reporting requirements.

Visual Mockup

A visual representation of your desired report layout significantly aids developers in organizing the output. When transitioning from a legacy system, adapt the old report format to align with Epicor’s capabilities.

Leveraging Epicor ERP’s Advanced Reporting Tools

Epicor offers robust reporting solutions like Epicor Data Analytics (EDA) and Epicor Financial Report Writer. These tools integrate seamlessly with your ERP system, providing real-time insights and customizable dashboards.

Optimizing Report Performance

To ensure your custom reports run efficiently:

  • Use appropriate indexing strategies
  • Implement smart data caching
  • Leverage Epicor’s built-in performance optimization features

Ensuring Data Security and Compliance

When developing custom reports, always consider data security and regulatory compliance. Epicor ERP provides robust security features to protect sensitive information while allowing authorized access to critical business intelligence.

Continuous Improvement and User Feedback

Implement a feedback loop to continuously refine your custom reports. Regular user surveys and performance metrics can help identify areas for improvement and ensure your reports evolve with your business needs.

Gain Optimal Performance by Mastering Custom Reports in Epicor ERP

By following these best practices and leveraging Epicor ERP’s powerful reporting capabilities, you can create custom reports that provide accurate, timely, and actionable insights. Remember, the key to success lies in clear specifications, strategic planning, and a deep understanding of your business requirements.

Stay ahead of the curve with Epicor ERP’s advanced reporting solutions and drive your business towards greater efficiency and profitability.