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EstesGroup Fall ’23 Prophet 21 Summit

EstesGroup Fall ’23 Prophet 21 Summit

Prophet 21 Summit Virtual EstesGroup Distribution P21

Mastering Prophet 21 in 2023

This past February, EstesGroup’s own Brent Merritt presented to the Carolinas’ Prophet 21 World Wide User Group chapter on the subject of P21 architecture best practices. Then we went out to a very fine Cajun restaurant with a live band and spicy food. The band was so fun and the food so good that we ended up ordering far too many desserts, in an attempt to extend the evening. I wasn’t hungry for days. Moreover, Brent’s presentation was so well received that we thought it would be a nice idea to give that presentation to a broader audience.

Are you looking to confirm whether your P21 hardware configuration is appropriate? Or are you about to refresh your on-premise P21 environment? Or are you considering scaling up or scaling out your existing P21 ecosystem, to accommodate organizational growth? And what impact will this have on the P21 database or application layers? On September 21st, 2023, Brent Merritt will provide answers to these common P21 questions and more. The EstesGroup team will also present on SQL Server Query Optimization and Web UI Migration Best Practices. Guests from our Partner Network will include DCKAP, Web Connect, and Conveyance.

P21 Summit Agenda

All Prophet 21 Sessions are Noted in Central Time

  • 11 AM: P21 Architecture Best Practices – Brent Merritt, EstesGroup
  • Noon: Integrated Distribution Commerce for P21 Users – DCKAP
  • 1 PM: From Inbox to Order: Streamlining the P21 Sales Process – Web Connect
  • 2 PM: Introduction to P21 APIs – Conveyance
  • 3 PM: SQL Server Query Optimization – Brad Vandenbogaerde, EstesGroup
  • 4 PM: Web UI Migration Best Practices – EstesGroup IT Team

DCKAP

EstesGroup has long been partners and friends with the DCKAP team. P21 ecommerce is an important topic for many Prophet 21 distributors, so we’ve had a lot to talk about. In 2022, I attended DCKAP’s Round-Up event in Austin, TX, to discuss hybrid cloud strategies

At last year’s Estes’ Integrate 2022 event, DCKAP’s Aaron Pallares presented a Distributor’s Guide To Breaking Operational Silos. Estes is excited to have DCKAP on board once again to discuss the intersection of Prophet 21 distribution and ecommerce.

Web Connect for Prophet 21

One fortuitous outcome of this year’s P21WWUG CONNECT 2023 event was the opportunity Estes had to start a new friendship with the team at Web Connect. The Web Connect team delivers a suite of P21-integrated utilities that extend and expand on Prophet 21’s native functionality. Whether it’s automating the P21 quoting and ordering processes, providing customers with access to P21 information, or helping P21 sales users access and communicate their P21 sales data in new and exciting ways, Web Connect continues to help P21 users optimize their sales processes. EstesGroup is looking forward to the Web Connect team’s insights on how technology can bolster a company’s Prophet 21 sales processes.

Conveyance Solutions

EstesGroup has been working hand-in-hand with our consulting partners from Conveyance Solutions, often working together both on P21 implementations and P21 optimizations. The Conveyance team brings a wealth of knowledge to the table when it comes to implementing Prophet 21. One such subject is the matter of the P21 API. Prophet 21’s API is a nebulous subject for many of us, as it differs significantly from the earlier P21 integration solutions that predated the P21 Middleware Server

But just what is the P21 API? What are APIs in general? How is it related to Epicor’s Prophet 21 web version? And how can the Prophet 21 API be put to use to automate processes and integrate the P21 application with third-party solutions? The Conveyance team will be tackling this topic at our Fall ’23 Prophet 21 Summit.

Prophet 21 World Wide User Group – Lake Erie Insights

Earlier this summer, Estes own Brad Vandenbogaerde headed down to Cleveland to hang out with the P21WWUG Lake Erie chapter and to give a workshop on some Prophet 21 SQL query optimization techniques. Unfortunately, some technical challenges prevented him from accessing the necessary server domains, resulting in a more broadly-spanning conversation on P21 SQL Server tips and techniques. On September 21st, Brad will revisit his original presentation on Prophet 21 SQL queries.

P21WWUG CONNECT 2023 Insights

One of the most surprising discoveries from this year’s P21WWUG CONNECT 2023 event was the realization that a huge volume of the user community is still utilizing the legacy P21 desktop application. The migration to the P21 web client has been much slower than anticipated. While many customers are experimenting with the P21 Middleware Server layer, much of what is being conducted against the last P21 2021 version that supports both the P21 Middleware Server and the P21 Desktop client. This creates a problem because that version is a suboptimal way to transition into the Web UI version due to performance issues. Worse still, this version is losing support in the near future. The Estes’ team will spend the final session at the Fall ’23 Prophet 21 Summit addressing this subject, based on the work we’ve performed in helping customers make this important move. What is the best way to approach a P21 web migration from a planning perspective? And what are the most common hangups when migrating to the web version, and how are they most easily resolved? We’ll cover answers to both questions during this session.

The Fall ’23 Prophet 21 Summit Brings Your P21 Problems to an End

The EstesGroup team will be concluding the final session early to allow us to hold a roundtable discussion and to allow our attendees to bring up any and all of their P21 questions. Our P21 consulting staff will provide real-time answers. Epicor Prophet 21 events are a great opportunity for our team to better understand the needs of our user community and to provide some P21 help to our customers and friends. We look forward to seeing you there!

Prophet 21 Summit 2023 Registration
How to Optimize Prophet 21 Performance

How to Optimize Prophet 21 Performance

Load Balancing the P21 Server Stack into an N-Tier Architecture

Enterprise Resource Planning (ERP) system scalability is always a concern. Your user count grows. The database gets larger. The organization adds branches. As this all snowballs, several interconnected challenges begin to affect an ERP system’s ability to keep up. A central aspect of a company’s overall system performance is the ability to effectively divide user workload when the user count exceeds the capacity of a given application server.

Prophet 21 Load Balancing Performance Optimization

Epicor’s Prophet 21 distribution ERP software is no exception to this general concern, and one significant element of handling performance challenges when scaling your Prophet 21 application relates to load balancing. That said, when understanding how P21 load balancing functions within a P21 installation, it would be helpful to understand some basic application architecture concepts.

A common form of application architecture involves a three-tiered architecture:

  • At the lowest level, the database server stores and organizes an application’s data.
  • At the highest level, the user interacts with the application through the client user interface, whether browser-based or desktop-deployed.
  • The application server is responsible for orchestrating the interaction between the client and the database levels – the business logic at the AppServer level converts requests from the client into commands at the database level.

Epicor’s Kinetic application has such a 3-tiered architecture, going back to the days of its antecedents, E10, Epicor 905, and Epicor Vantage – the Epicor AppServer has long been the hub of Epicor administration. But not all ERP systems had such an architecture. Epicor’s P21 ERP is one such application. Historically, the Epicor Prophet 21 application was a 2-tiered architecture:

  • The P21 database stored the application’s data, as is the case with most ERP systems.
  • The P21 desktop application functioned both as the user interface and as the source of the Prophet 21 application’s business logic, communicating directly with the Prophet 21 database.

With the more recent versions of the Prophet 21 application and the introduction of the P21 Middleware Server, the P21 ERP application has taken on a more contemporary 3-tiered architecture. The Prophet 21 Middleware Server is essentially an application server layer. The introduction of the P21 application server layer allowed for innumerable capabilities that had been previously unavailable with the P21 desktop application.

One such capability is the P21 API layer. ERP systems normally provide API connectivity at the application server layer – the ERP API functions in the place of a client application, sending requests to the application server. The application server layer interprets these requests as it would a request from an end user client.

The API layer allows for an exponential increase in integration opportunities, enabling a more decoupled hybrid cloud architecture — one where multi-system interactions no longer had to reside at the database level.

The challenges to scaling a P21 ecosystem don’t end with a three-tier server stack.

As user counts increase, the need for additional application servers similarly increases. And with fluctuations in the timing that users access the application, it becomes difficult to manage and balance the user load across the overall environment. This can lead to performance bottlenecks, among other things. Enter P21 load balancing.

A system admin can implement load balancing in one of several forms. Load balancing can occur from within the application itself – the application decides how a given user session will be handled. An admin can also choose to implement load balancing from outside the application, using an external load balancer.

When using an external load balancing appliance to level out your P21 ERP user sessions, the load balancer controls the user flow differently than a traditional 3-tiered application configuration. In such an environment, the client application speaks first to the load balancer, rather than speaking to the middleware server directly. Based in the middleware servers available, and the current load profiles in play, the load balancer guides the client request to the appropriate P21 middleware server.

What makes external load balancing of your P21 environment so helpful is its transparency – the balancing of user load is, in fact, invisible to the end users involved. This allows your P21 administrator to fine-tune performance over time, as load patterns surface.

Better still, the use of an external load balancer adds a layer of security, allowing for identify management, multi-factor authentication, and security group management, to better lock down and secure your P21 enterprise. This abstraction of the application server from the client allows for a truly N-tiered architecture: an architecture that can segregate various interactions with the P21 database, allowing for a diverse orchestration of functionality and capability.

Prophet 21 Performance in Action

EstesGroup provided the infrastructure for the P21 Lake Erie User Group meeting in December of 2022 at the Embassy Suites hotel in the greater Cleveland area. This Epicor Prophet 21 ecosystem included a load balanced P21 middleware server layer. A depiction of the system architecture can be seen in the image below:

Prophet 21 Perfomance P21WWUG

Do you need help optimizing your Epicor Prophet 21 performance? Chat with us now to begin a conversation with a P21 expert today!

RPA DNA – What is Robotic Process Automation?

RPA DNA – What is Robotic Process Automation?

Robotic Process Automation (RPA) is a new software technology that has the potential, in conjunction with AI technologies, to transform business processes, policies, and Enterprise Resource Planning (ERP) systems.

Robotic Process Automation RPA

RPA removes workers’ mundane, time-consuming tasks so that they can alternatively focus on innovation and creation. With RPA, software robots, rather than humans, quickly and efficiently perform data system tasks. Simple software robots can log in to data systems, locate and move files, insert and alter information in data systems, and assist in analytics and reporting.

More advanced software robots, especially if they have AI technology, can interpret, organize, and make decisions in a cognitive, human-like way. Businesses will discover that RPA technology is relatively inexpensive to implement, and it is business-ready and scalable.

A variety of different industries — in manufacturing, finance, and healthcare — can benefit from adopting RPA technology into their business operations and processes. The benefits of RPA technology are expansive, and these benefits carry over into ERP system implementations and ERP processes. Ultimately, with RPA, businesses can focus on improving their workplace atmospheres so that they are more efficient and productive.

What are the benefits of Robotic Process Automation (RPA)?

As businesses seek to automate their work flows to become more efficient and productive, Robotic Process Automation (RPA) will continue to transform workplace atmospheres and advance processes and operations while increasing production and profits. By implementing RPA technology, businesses will realize the following benefits:

  • RPA is initially inexpensive to implement and is ready for use, with minimal coding, by most data systems.
  • RPA eliminates some of the monotonous, arduous tasks that fatigue workers.
  • RPA eliminates human error and encourages speed, efficiency, and accuracy of repetitive tasks.
  • RPA adapts to meet increased production needs and ultimately reduces costs and increases production.
  • RPA creates a happier working atmosphere in which employees can focus on customer relations and innovation rather than mundane tasks.
  • RPA encourages a strong increase in rate on investment (ROI).
  • RPA promotes consistent compliance with industry and government standards.
  • RPA enhances security by eliminating human interaction with sensitive, private information.
  • RPA can automatically generate reports and analytics that businesses can use to improve their processes and operations.

How does Robotic Process Automation (RPA) integrate with ERP systems?

Enterprise resource planning (ERP) systems are essential for businesses to tailor their workplace atmospheres, and by utilizing Robotic Process Automation (RPA), businesses can automate and reappropriate mundane tasks to software robots rather than humans.

Users will be able to realize the full benefits of ERP systems and focus on more foundational tasks while RPA accomplishes lower-skilled, mundane tasks. ERP systems will experience similar benefits that businesses have when integrating Robotic Process Automation (RPA). Some areas that ERP operations can utilize and benefit from RPA include:

  • Accurate data capture and transfer
  • Assistance with and automation of data migration
  • Inventory and supply chain management
  • Real-time data sharing
  • Real-time analytics and reporting necessary for compliance

Why should businesses integrate their ERP systems with RPA technology?

Many companies are hesitant to implement Robotic Process Automation (RPA) or fear that RPA will eliminate workers. RPA is cost-effective and easy for businesses to implement and integrate into their ERP systems. RPA software increases speed, productivity, and efficiency of processes and operations while encouraging a happier workplace atmosphere.

RPA doesn’t replace humans. It certainly is more consistent and reliable, but there will always be a need for human interaction. Although RPA will eliminate many of the lower-skilled, mundane tasks that humans must perform, workers will still be responsible for higher-skilled, fundamental tasks. As RPA streamlines workplaces and ERP systems, humans will be able to focus on more complex, meaningful tasks that will help businesses grow and maximize profits.

Combining an ERP system with new cloud-based technology allows businesses to experience all the benefits of both while approaching the future with automation and efficiency. Businesses will see cost reductions and great increases in rate on investment (ROI).

ERP systems with integrated RPA technology encourage streamlined workplace atmospheres, innovation, competitiveness, and ultimately, business growth. RPA lets workers enjoy their coffee, innovate, and communicate with customers while it does the grunt work.

Looking for answers to questions about how new technology can help your business? Meet with our team to learn how cloud-based solutions and services can help you achieve your goals!

5 Ways Cloud Deployment Changes SYSPRO ERP

5 Ways Cloud Deployment Changes SYSPRO ERP

SYSPRO ERP Cloud Deployment vs. On-Premise Infrastructure

Top manufacturers and distributors are choosing private or hybrid cloud deployment for enterprise resource planning (ERP) software. This is especially true for cloud-ready ERP systems, like Epicor Prophet 21 and SYSPRO ERP. On-premise deployment can be limiting in the fast-paced world of manufacturing and distribution. Competition is fierce, cybercrime is rampant, and compliance regulations demand visibility and competition. 

Cloud Deployment SYSPRO ERP

Fortunately, cloud deployment of ERP systems like SYSPRO offers you a competitive edge with increased visibility, improved growth potential, enhanced control, long-term scalability and affordability. Moreover, fully managed ERP hosting in a data center gives your business speed, reliability, and a written 100% uptime service level agreement (SLA).

SYSPRO cloud-ready ERP helps your business leverage data while protecting it, and a private or hybrid cloud deployment ensures scalability, security, and long-term success. For instance, you can increase control and scalability while gaining valuable insights into every part of your manufacturing or distribution business. You gain insight into everything from inventory management to customer relationship management.

Are you cloud-ready but not fully in a cloud of your own? Read on to learn more about why cloud computing is the top trend for companies running ERP software systems like SYSPRO. Business owners, leadership teams, and steering committees continue to look to managed cloud hosting partners like EstesGroup. Why? Most importantly, you can get the ERP consulting and cloud services you need with a 24x7x365 support team ready to serve you throughout your ERP deployment or cloud migration journey. This ensures a good foundation for long-term success with both your software and your technology.

What a Private or Hybrid SYSPRO Cloud Looks Like

Manufacturers and distributors are constantly looking for ways to increase visibility, growth, control, and long-term success. One of the most effective strategies for achieving these goals is to invest in a managed hosting solution for your ERP system. SYSPRO managed hosting provides an array of benefits that can help manufacturers and distributors reach their business objectives.

Benefits of an Estes Cloud Deployment for SYSPRO ERP

An on-premise deployment might be the right decision for your business. However, EstesGroup has seen the following outcomes for manufacturers and distributors that choose to shift to managed hosting solutions. In addition to SYSPRO, we have created success stories for many other complex enterprise resource planning systems. Talk to us to learn more about successful cloud migrations in Epicor Kinetic, Epicor Prophet 21, and Sage ERP.

  • You can stay competitive in your industry by keeping up with digital transformation trends.
  • You get instant access to valuable tools that let you control and analyze security and compliance.
  • You can now gauge success with improved KPI tracking, benchmarking, and monitoring.
  • You can easily customize your business strategy with new access to remote worker enablement tools, offering employees ultimate portability.
  • You can quickly increase or decrease your cloud complexity with consumption-based pricing with no ingress or egress costs.
  • You will instantly gain a valuable external team of SYSPRO enterprise resource planning consultants and technology experts. Your internal team gets everything you need to support both immediate and long-term business goals.

What is SYSPRO in EstesCloud?

EstesCloud hosting (ECHO), also known as a private cloud for SYSPRO or hybrid cloud solutions for any ERP system, is a cloud-based service that provides businesses with the ultimate access to enterprise resource planning software and its related services. SYSPRO is a cloud-ready ERP and is easy to deploy in an external data center. Your EstesGroup data center meets your needs for everything from cybersecurity to backup and disaster recovery. EstesCloud managed cloud services help your business by taking care of your technology while also providing ERP consultants that are always just a phone call away.

With SYSPRO managed hosting, customers can enjoy the benefits of having their own dedicated server without the need to purchase or maintain hardware. The service also includes 24/7 support, automated backups, and scalability options so businesses can easily scale up or down as needed.

1. Increased Visibility

The first benefit of managed ERP hosting for SYSPRO ERP is increased visibility. Access to real-time data on operations, customers, suppliers, and inventory levels, gives manufacturers and distributors good data. You can make informed decisions quickly and accurately. This allows you to respond quickly to changes in the market or to customer demands while also staying ahead of competitors.

Additionally, with SYSPRO’s cloud-based platform, they can access this information from anywhere at any time – giving them greater flexibility when making decisions or responding to customer inquiries.

2. Improved Growth Potential

Another advantage of a hybrid cloud deployment option is improved growth potential. With a cloud-based ERP system like SYSPRO, manufacturers and distributors have the ability to scale up or down as needed. Basically, you won’t need to purchase additional hardware or software licenses. This allows you to save money while still being able to expand your operations as needed.

3. Enhanced Control

SYSPRO managed hosting also brings enhanced control over operations. Manufacturers and distributors gain complete control over their data security measures. This includes encryption protocols that help protect sensitive information from unauthorized access or misuse.

Furthermore, with its built-in disaster recovery capabilities, you can ensure that all data is backed up regularly. If there were ever an issue, your systems could be restored quickly without any disruption in service. This keeps operations running smoothly, even during unexpected events such as power outages or natural disasters.

4. Long-Term Success

Finally, one of the biggest advantages associated with a private ERP cloud is a long-term success thanks to scalability and affordability. Many private or hybrid cloud solutions operate on a pay-per-use model, enabling you to only pay for what you need when you need it. That way, you can avoid dealing with the massive upfront costs associated with purchasing the hardware and software licenses needed to maintain your own cloud network.

5. An EstesGroup Partnership

Ready to get started with a partnership that will bring you immediate access to the best SYSPRO consultants and technology experts in the nation? If you’re ready to get started with your own private or hybrid ERP cloud deployment, EstesGroup can help. We provide fully managed IT and cloud services to all companies across all industries that are using enterprise resource planning software. Connect with us and get access to a team of ERP consultants with years of experience in cloud services and managed IT. We are dedicated to helping you succeed with your ERP project.

How to Use Technology to Manage Freight Costs

How to Use Technology to Manage Freight Costs

Freight costs are more important than ever in our turbulent times. With ongoing inflation, and the possibility of a recession looming, runaway freight costs threaten to take distributors’ profit margins for a ride.

Enterprise Resource Planning (ERP) solutions often lack proper tools within the base software for managing freight costs and often must rely on third-party applications and web sites to manage and execute carrier pricing. With a potential recession on the horizon, it is more important now than ever to recover costs and protect profits. Companies go to great lengths to negotiate freight rates with carriers but often fall short on execution of the rates resulting in paying higher costs. A better solution is needed, especially in light of the challenges that a recession will bring.

Freight Costs business concept: Small cardboard boxes with a plane flies above world map. Concept of transportation, international freight, global shipping, goods or services remotely. overseas trade, regional
ShipSource

November 30th @12PM – 1PM (EASTERN)

ShipSource: Using Technology to Manage Freight Costs During a Recession

On November 30th, at Noon (Eastern), Ron Cope of ShipSource will discuss the techniques necessary when using technology to manage freight costs during a recession. The session will focus on things you can do to improve freight execution and become more efficient to control spending.

Companies spend significant time, resources, and money to license and install shipping software. Efficient and fully-functional shipping solutions are a must in the distribution industry in general and in the Epicor Prophet 21 community, in particular. Moreover, there is a need in the P21 industry for custom platforms that meet clients’ needs, that are integrated immediately, and can go live within days.

ShipSource is an authorized distributor of the ShipVia multi-carrier transportation management system, and has been providing Prophet 21 shipping solutions since 2005. ShipVia was created to meet the Prophet 21 shipping needs of the P21 distribution community, by providing a robust rating engine that can be deployed quickly at affordable pricing.

Tailored to fit the corporate growth initiatives and financial strategies, the solution supports a robust solution and a rapid implementation. If you are looking for a solution that supports rating for all your carriers and can be fully implemented within days, then ShipSource has the system for you.

Meet Ron Cope of ShipSource at ESTES INTEGRATE 2022

Ron Cope has more than 35 years of experience with transportation management. Currently, Ron is the President of ShipVia, the manufacturer of the ShipVia transportation management software program and ViaDUCT integration software. Ron is also the Managing Partner of ShipSource that is licensed to distribute the ShipVia software products.

Ron Cope

Ron Cope, ShipSource

Ready to keep your freight costs in your control?

ERP Integration Software Event
How to Prepare Your Supply Chain for 2023

How to Prepare Your Supply Chain for 2023

Over the last few years, I’ve seen companies perform every possible inventory management tactic to mitigate the supply chain challenges that afflicted the nation as a function of the pandemic. Some strategies proved to be detrimental, with manufacturing and distribution companies burdened at times with massive quantities of low-turn product. 

That is to say, if you are a distributor recovering from stressors due to the pandemic, optimally managing your Prophet 21 inventory levels is of utmost importance as you head into the new challenges of 2023. COVID-19 and other recent global events are testing the resilience and flexibility of supply chains. 

Supply Chain Challenges International freight or shipping service for online shopping or ecommerce concept : Paper boxes or carton put in circle around a clear crystal globe with world map on a computer notebook keyboard.
slimstock logo

How Can You Prepare Your Supply Chain for 2023?

Slimstock is one company that can show you how to be ready for the possible supply chain rollercoasters of the new year. Slimstock’s forecasting, planning, and purchasing solution integrates with the P21 application to bring you to the next level of P21 efficiency and P21 optimization.

Slimstock is the market leading AI-powered inventory optimization software. Slimstock helps companies using Epicor Prophet 21 by enabling the delivery of the right stock to the right place at the right time.

Slimstock does this by all-in-one P21 integration of Inventory Forecasting, Demand Planning and Purchase Optimization, with machine learning capabilities.

Over the last 25 years, Slimstock has helped thousands of companies to boost profitability and unlock working capital by improving availability, increasing efficiency, and eliminating waste with guarantee on ROI within a year. 

Since their inception in 1993, they have worked in collaboration with business leaders, domain experts and academics and the P21 user community to develop their award-winning inventory optimization platform, Slim4.

Join Jeff Steinecker, Dennis Weir, and Ryan Shanks, on November 30th at 4:00 (Eastern), as they work to help Prophet 21 companies in supercharging their P21 supply chain strategies and practices.

Slimstock Supply Chain Prophet 21

Meet Slimstock at ESTES INTEGRATE 2022

Jeff Steinecker  (Strategic Accounts Executive at Slimstock): Jeff has an extensive experience in helping customers realize gains in productivity, efficiency, and fun. He is a knowledge expert in supply chain and can align, lead, and grow supply chains with assured returns.

Dennis Weir (Business Development Executive at Slimstock): With a strong background in supply chain, Dennis is your Knowledge Partner for Demand Planning and Inventory Optimization. He is excited to represent Slimstock and answer any questions you may have.

Ryan Shanks (Pre-Sales Demonstrations & Solution Architect at Slimstock): Ryan has a background in Supply Chain, primarily focusing on Logistics, Distribution, and Sourcing.  He enjoys sharing knowledge with others and thus is delighted to be a part of the webinar.

ERP Integration Software Event