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Recurrency: Sales & Purchasing Automation in P21

Recurrency: Sales & Purchasing Automation in P21

Sales and Purchasing Automation

WEBINAR: Sales and Purchasing Automation in P21

Recurrency is the leading sales and purchasing automation platform for Prophet 21. At ESTES INTEGRATE 2022, Sam Oshay, Recurrency Founder & CEO, will discuss how distributors can leverage ERP automation to:

  • Accelerate revenue growth and increase sales efficiency to industry leading levels
  • Maximize the ROI invested into inventory
  • Eliminate operational inefficiency in sales and purchasing teams
  • Strengthen customer and employee experience

What You Will Learn

Attendees of this session will gather low-effort, high-impact strategies that help combat the challenges distributors face as a result of our inflationary climate and perpetual supply chain disruptions.

Sales and Purchasing Automation in P21

Recurrency @ ESTES INTEGRATE 2022

11AM to Noon, November 30, 2022

Why Recurrency?

Recurrency is a sales, pricing, and purchasing automation platform for distributors. Despite US distributors earning over $7 trillion in collective revenues, the legacy enterprise resource planning (ERP) systems that exist to help distributors manage their purchasing, inventory, sales, order processing, and accounting are decades behind. For the most part, ERP systems are painfully slow, difficult-to-use, and soul-crushingly manual.

Recurrency’s goal is to reverse ERP stagnation by building a streamlined and intelligent ERP Automation platform: blazingly fast and complete with powerful automation tools like sales intelligence, dynamic pricing, and demand forecasting. Using Recurrency can boost a distributor’s revenue and profit margins while reducing waste and saving time. Most importantly, Recurrency is fully-integrated with the customer’s legacy system, so deploying Recurrency in production can be done in as little as one day.

Meet Sam Oshay

Recurrency’s founder, Sam Oshay, grew up in a third-generation family distribution business where he saw first-hand how his family was locked-in to legacy systems that bottlenecked growth and operations.

Inspired by his experience and frustrated by incremental improvements to the status quo, Sam founded Recurrency to offer the solutions that his family distribution business was lacking. Sam and Recurrency are driven by the opportunity to create wildly successful customers – ones that are delighted by both our product and partnership – while making costly, time-consuming technology implementations a thing of the past.

Recurrency Logo
Sam Oshay Recurrency

Sam Oshay, Founder & CEO

The Distributor’s Guide To Breaking Operational Silos

The Distributor’s Guide To Breaking Operational Silos

Business Operational Silos

DCKAP WEBINAR: The Distributor’s Guide To Breaking Operational Silos

WHEN: November 30th at 10AM to 11AM (Eastern)

WHERE: @ ESTES INTEGRATE 2022 – an Epicor Prophet 21 community event

WHY: The DCKAP Integrator is the ultimate solution for problems that result in digital silos

DCKAP Integrator is the Remedy for “Digital Silos”

“Silos have been around for some time. If you are like me, when you think of silos you probably farming silo or a missile silo. Our silos are a little different nowadays, we call them, “Department Silos”. Silos are defined as a metaphor for separate entities that stockpile information and effectively seal it in. In the digital architecture of your company, there are silos they are called, “Digital Silos” and the remedy for that is the DCKAP Integrator. Either Department or Digital, knowing how to address the issues is half of the battle.” – Aaron Pallares

Aaron Pallares is a Solutions Engineer at DCKAP. He is always looking into the digital fabric of practices and models to better understand the psychology of the digital arts, its security, and forward trends. He is a forever student of the digital arts and when he is not working, he is watching movies or reading some books.

Aaron Pallares, Solutions Engineer at DCKAP

Aaron Pallares, Solutions Engineer at DCKAP

ERP Integration Software Event
ERP Integration Event: ESTES INTEGRATE 2022

ERP Integration Event: ESTES INTEGRATE 2022

Upward and Onward: ERP Integration Software Options

Integrations are a key consideration in the management of an Enterprise Resource Planning (ERP) system. Epicor’s Prophet 21® application has long-been an ERP platform conducive to third-party integrations, and the P21® partner community has been hard at work helping the P21® user base expand and extend their application.

ERP Integration Software Event

As a P21® cloud hosting provider, we’ve worked with nearly all of the vendors in the Epicor® space. Setting up a private cloud often involves constructing a robust hybrid cloud — when you move your ERP into the cloud, all of the integrations need to come along for the ride. This is successfully accomplished by working hand-in-hand with the P21® vendor community.

Vendor collaboration is key.

Collaboration implies community. At the recent P21WWUG CONNECT 2022 event, a litany of third-party solution providers engaged the user community, providing exposition as to how to best improve and extend their P21® ecosystem and better serve the needs of their businesses — not to mention their customers, suppliers, and employees.

Whether you intend to coordinate your outbound shipments, extend your application to your customer base via e-commerce, or internally optimize your inventory levels, making the most of your ERP system often means looking outside of its perimeter. In doing so, companies are able to reach out to third-party solutions that provide best-of-breed capabilities and resolve the challenges that affect companies most severely.

But as the P21® foundation continues to evolve, organizations continue to fine tune approaches, as vendors reinvent themselves to adjust to the new architectures. With the increased use of the Prophet 21® middleware server and web user interface, the questions regarding the future of P21® integrations outnumber the answers.

Answering these questions requires collaboration — between users, cloud providers, and third-party vendors. In that spirit of collaboration, EstesGroup is hosting its first ever INTEGRATE event — a day-long opportunity to review the many ways in which solution providers are extending the P21® ecosystem. 

Join us on Wednesday, November 30, 2022, as the Prophet 21® third-party vendor community comes together to share their collective industry knowledge at ESTES INTEGRATE 2022. Each vendor will be presenting an hour-long session on their customer’s challenges, and how their own solutions address these challenges.

What can third-party integration software do for your ERP system?

If you are curious as to some of the third-party solution options in the areas of e-commerce, automation, document management, shipping, accounts receivable, CRM, business intelligence, and inventory management, then this is the place to be.

Do you just have a few areas of ERP system extensions that you wish to review? No problem! Register and attend only the sessions that you’d prefer.

Are you simply looking to kick the tires on a specific ERP integration solution? Excellent — there will be plenty of time in each session for that!

What is an ERP integration, and what topics will be covered at ESTES INTEGRATE 2022?

ERP integration involves extending your base application with software assets that enhance your enterprise resource planning strategy. ESTES INTEGRATE 2022 will offer insight and solutions in each of the following areas:

  • E-commerce
  • Automation
  • Document Management
  • Shipping
  • Accounts Receivable
  • CRM
  • Business Intelligence
  • Inventory Management

Learn with top experts in the Prophet 21® software community!

  • EstesGroup – Hybrid Cloud Considerations for your P21® Ecosystem
  • DCKAP – Ecommerce Integration Platforms
  • Recurrency – Sales and Purchasing Automation in P21®
  • ShipSource – P21® Shipping Integrations
  • White Cup – Don’t Let the Wrong CRM Cost You Profit
  • Enlighten.Net – Digitizing and Automating your Document Processes
  • Unified A/R – A/R Automation for P21®: Bringing Margin, Efficiencies & Innovation to Life
  •  Slimstock – Optimizing Inventory Levels
  • SimpleApps – Prophet 21® E-Commerce Integration Considerations
  • EstesGroup – System Administration Considerations for your P21® Integration Platform

WATCH ONE OF OUR EPICOR SUMMITS NOW

Prophet 21 Middleware Server Going Up

Prophet 21 Middleware Server Going Up

Moving Your Distribution Operations to the Cloud?

How to Understand Prophet 21 Client Deployments

As we near the point to which Epicor will no longer support the legacy P21 desktop application, it feels like a good time to once again review the architectural changes that have been made to the P21 ERP application — the P21 client and the P21 middleware server — and better understand the implications for members of the Epicor Prophet 21 user community still using the legacy P21 desktop application.

Prophet 21 Middleware Server Options

Talking Tiers

Historically speaking, Epicor’s Prophet 21 application has undergone a rather significant transition over the past few years. While the Epicor Kinetic application leveraged a client-server model, going back to its Epicor 905 incarnation and before, the Epicor P21 application possessed a two tier architecture — a bit of an aberration in the ERP community.

In a two tier configuration, the user’s client application communicates directly with the database:

Prophet 21 Database

Two Tier Architecture: End User > Fat Client > Database

A two tier architecture places a lot of the weight of transactional processing on the client or desktop application — hence, the term “fat client.” Traditionally, the most effective way of managing the legacy P21 desktop application in a two-tier context was to deploy the P21 application to a terminal server (for small companies) or a terminal server farm (for larger organizations) to prevent the P21 application from hogging too many resources on an individual user’s PC.

A robust server farm allows for a comparatively thin array of user PCs:

Robust Prophet 21 Server Farm

Two Tier Architecture: End User > Thin Client > Terminal Server Farm Fat Client > Database

Because of the familiarity the user community has with the legacy Prophet 21 desktop application, the “fat client” architecture has been somewhat slow in being replaced. Customers have grown accustomed to the P21 desktop application, with its large file footprint, deployed directly to workstations or installed on scaled-out RDP farms, and communicating directly to the SQL server with no application server layer is present. This allowed for the conventional use of all traditional P21 customizations, dynachange activities, and third-party development performed on this platform. 

Sounds simple enough. But technology never stands still, and the limitations of a two tier architecture, with an inordinately heavy P21 client application, creates understandable challenges. To address these concerns, Epicor has been evolving the P21 application. This change has come in two parts.

  • The first was the addition of a P21 middleware server layer, similar to the architecture of the Kinetic application server, moving the bulk of the P21 application logic from the client to the server. Such a model better supports API-level integrations, makes upgrades easier, and allows for a more scalable overall deployment.
  • The second was the development of a web-based client application, to replace the P21 desktop application. This allows for a more mobile, device-independent, and potentially better-performing means of communicating with the application.

As you can see, the three-tier P21 architecture greatly differs from its antecedent:

Prophet 21 Middleware Server

Three Tier Architecture: End User > Thin(Web) Client > Middleware > Database

Web / Hybrid Prophet 21 Client

As you can see, the modern P21 architecture leverages a “thin client” — most often in the form of a web client. Initially, Epicor also provided what was called a “Hybrid Client” — wrapping the web client’s functionality within a desktop application that gives a modicum of the look and feel of the legacy client, while still communicating at the middleware server level.

Implications on P21 Client Deployments

So, what does this mean for the distribution industry and for Epicor Prophet 21 customers? There are several implications:

  • Support: One of the most significant implications of the above architecture is the downturn of support. No new iterations of the P21 desktop application are pending in the current or future versions. Moreover, bug fix support will conclude by the end of 2022, leaving the application in sunset mode. While users may choose to still use it, without support, the interoperability with future versions remains in question.
  • Elimination of the Terminal Server: For companies moving to the P21 web client, it generally implies a move away from terminal server farm deployments. It is generally a best practice to avoid the use of browser-based technology on terminal server environments. For this reason, it is preferable to access the Prophet 21 application through a client on the user’s own device, and not through a remote desktop or Citrix app. The implications of this approach on user performance is still being evaluated.
  • SaaS / Web Client Confusion: It is easy to confuse the Prophet 21 web client with the P21 Software-as-a-Service deployment option. We’ve had customers approach us, believing that the elimination of the P21 desktop client necessitates a move to a P21 SaaS deployment. In fact, a company can move to the P21 web client without the need to move to a P21 SaaS deployment. The web client can be used in support of an P21 on-premise deployment, a SaaS configuration, or a P21 private cloud.
  • Blended Options: Transitioning from the Prophet 21 desktop application to purely using the P21 web client can be a complex process. Depending on the number of changes, enhancements, customizations, and modifications in place, retro-fitting these into the web version can be a challenge. Moreover, it can be a time-consuming challenge. To address these challenges, we’ve seen several customers implement blended deployments, where the P21 middleware and web client deployment operates in parallel with the P21 legacy desktop client. Based on the user base, and where the upgrade challenges exist, specified users leverage the web version, while others utilize the P21 desktop client. This occurs while the more complex area of the software are retro-fitted to accommodate the web client. As these challenges are overcome, users begin to migrate to the web version. In other cases where the web client migration is more a matter of change management, the legacy desktop provides a backstop for users still acclimating to the new system. Existing users continue to use the Prophet 21 desktop application, while early adopters and new employees take on the web version. The presence of parallel deployment paths, connecting to a single, centralized database, make this possible. In fact, this is our most common cloud deployment to date.
Server Deployment Cloud Architecture
  • Blended Architecture: Connecting though a combination of the P21 web client / middleware server deployment and the P21 desktop application (locally installed and/or via terminal services).

Software migrations are no laughing matter, even when they are within the same application. The enhancements made to the Epicor Prophet 21 application are significant and groundbreaking, and will ultimately work to successfully support the members of the P21 community. But getting there will often be a matter of incremental steps. Fortunately, there are deployment options available to make this transition both incremental and successful. 

Hybrid and Private Deployment Options for Epicor’s Prophet 21

Are you looking to move to P21’s three-tiered architecture? Do you need some guidance in understanding your options, and how you might make it work? Are you thinking about migrating your on-premise platform into the cloud while you’re at it? Estes specializes in private cloud P21 deployments, providing the flexibility for blended options, while also providing you with all the access and control of your environment that you need, allowing your migration to occur according to your schedule, in a manner that will support the needs of your business.

Understanding Your ERP System & Your Users

Understanding Your ERP System & Your Users

I once had a mentor tell it to me straight: Those who learn earn. Not bad advice… Read on to learn more about how to apply this to your ERP system users.

If you want to understand your application and your ERP system users, you had better be ready to learn. Why? ERP systems are multifaceted and complex. Your perspective of a car, for instance, may differ if you’re in the driver’s seat, the back seat, the trunk, or under the hood. Same thing goes with your perspective of how your drive your ERP system users toward success.

ERP System Users Conference

An ERP system user’s experience, such as is available with the wide variety of pathways intrinsic to a distribution application like Epicor’s Prophet 21, can differ significantly, depending on your perspective. If you’re a network engineer, you may have a different perspective of an ERP system, when compared to an ERP administrator, much less an end user. 

That said, it’s always good to expand your understanding of ERP systems and your users, and to do so from multiple perspectives. As a former end user, I tend to think that understanding the technical foundations of an application are as important as understanding the application itself. I normally divide the overall ERP ecosystem into three sections:

Application

Parts, Customers, Supplier, Quotes, Orders, Work Orders, Purchase Orders, Inventory, Purchase Orders, Shipping, Invoicing, etc. These are the functional building blocks of an application, and the core of the many processes that you might perform in order to run your business. 

Architecture

AppServer, Database & Database Server, Client Access, Terminal Server, Server Farms, Load Balancing, etc. These are the elements that are key to a robust P21 environment, whether deployed to an on premise environment or as part of a private cloud deployment. Understanding these elements can help you optimize the stability, reliability, security and performance of your Prophet 21 ecosystem.

Integrations

Where application meets architecture… all the functionality extensions that elaborate an ERP application: Ecommerce, Document Management, Quality, BI & Reporting, Label Printing, Shipping, AR Automation, etc. To understand a given integration, you may need some understanding of both the place within the application where this functionality is an interaction, and the technical means though which this interaction is enabled.

Are you interested in growing your Prophet 21 knowledge in these areas? One option would be to attend the P21WWUG CONNECT 2022 conference. 

Sponsored by the Prophet 21 World Wide Users Group (P21WWUG), and colloquially pronounced “The Wug,” P21WWUG CONNECT is a great way to learn more about the capabilities from the system, as a network architect, a system administrator or a super user. The session schedule is extensive and covers all aspects of the P21 application. If you’re a growing wholesale distribution company, CONNECT is a great place to network to learn more about your options for supporting robust distribution operations. You’ll learn more about Epicor’s offerings while also surrounding yourself in a community of supporting services like EstesCloud private and hybrid cloud hosting options.

Are you attending CONNECT 2022? 

EstesGroup is this year’s Platinum Sponsor. You can find us in booths 6 & 7 of the Main Hall at JW Marriott San Antonio Hill Country Resort on August 29th – August 31st. We’ll have P21 technical experts on hand who can help you answer any questions that you may have about the Prophet 21 application, its deployment, the integration options available, and some best practices for configuring and managing your P21 ecosystem:

  • AutoCrib
  • Cribmaster
  • Pathguide’s Latitude integration
  • MITS
  • WebQuery
  • Portals
  • RePortal
  • B2C integrations
  • B2B implementations
  • Business Rules
  • Dyna Change
  • Database Maintenance
  • Crystal Reports
  • SSRS
  • WWMS
  • EDI
  • TCP  

Come stop by and have a chat! We’d love to tell you everything we know and more! Ready to talk to someone? Contact one of our Epicor Prophet 21 experts today.

Walk for Charity EstesGroup
Walk for Charity at P21WWUG CONNECT in San Antonio

Walk for Charity at P21WWUG CONNECT in San Antonio

Technology is on the move. Chase it down at P21WWUG CONNECT in San Antonio this August. Cloud options, web client deployments, integrations, middleware installations: the road ahead is replete with opportunities and obstacles, with shortcuts and fast lanes — not to mention the occasional blind alley. 

P21WWUG CONNECT in San Antonio Charity Walk

EstesGroup is excited to be the Platinum Sponsor for the Epicor Prophet 21® event of the year! We will begin the show with a cause dear to our hearts. In the spirit of meaningful motion, DCKAP & EstesGroup teams have banded together to walk for charity at P21WWUG CONNECT in San Antonio.

Are you attending the annual P21WWUG CONNECT event?

CONNECT is a great opportunity to learn more about Epicor’s P21® application — what it can do, how it can be used and, most importantly, where it’s headed. Applications are always on the run. Events like P21WWUG CONNECT are a great opportunity to catch up and head them off at the proverbial pass.

Run Your Business With Prophet 21®, Walk for Charity with EstesGroup ERP Experts

WHO: EstesGroup, DCKAP, and YOU!

WHAT: A charity walk that will benefit the Save the Children Foundation (FREE to attend, as donations are optional, with FREE breakfast following the walk)

WHEN: August 29th from 7 AM to 10 AM (CST)

WHERE: At P21WWUG CONNECT in San Antonio at the JW Marriott San Antonio Hill Country Resort

WHY: Find community with ERP, technology, cloud, and commerce experts while supporting a good cause!

This is a great opportunity to clear your head, and meet some great people while helping the world, before the P21WWUG CONNECT event activities and festivities commence.

Walk With EstesGroup and DCKAP this August

Get some exercise and enjoy a good meal afterwards! We’ll meet at a designated area on the grounds prior to the P21WWUG Connect event, where we’ll start the day with coffee and refreshments before heading out on the walking path. Then, we’ll provide attendees with a hearty breakfast and grab-and-go goodies, too.