Select Page
When More Security Tools Don’t Mean More Security

When More Security Tools Don’t Mean More Security

Traditional tools with a cybersecurity overlay representing IT security tool overlap and the need for coordinated security governance.

When More Security Tools Don’t Mean More Security:

Understanding IT Security Tool Overlap

Over the past decade, and particularly since the pandemic, organizations have invested heavily in cybersecurity. Many now have more tools in place than ever before — yet it’s increasingly common to hear the same question: Are we actually protected? For manufacturers and distributors, this uncertainty is amplified by tightly integrated operational environments where ERP systems, production workflows, and supply chain operations depend on constant availability and security.

This tension sits at the center of a growing challenge in IT environments, especially as AI-driven tools multiply: security tool overlap.

Defining Security Tool Overlap

Security tool overlap occurs when multiple cybersecurity technologies perform similar or adjacent functions without clear coordination, ownership, or governance. These overlaps often develop gradually, as tools are added in response to new risks, audits, or vendor recommendations, rather than as part of a unified security architecture.

Importantly, overlap is not a sign of negligence. In many cases, it reflects responsible decisions made under real pressure. The challenge emerges when these tools accumulate faster than they are rationalized. In fast-paced environments, cybersecurity must safeguard the entire enterprise resource planning (ERP) ecosystem, from production to supply chain systems, without disrupting the flow of work.

Why Manufacturing and Distribution Feel This More Acutely

Manufacturers and distributors operate under a unique set of pressures that make security tool overlap especially difficult to manage. Tight operational margins and constant time constraints mean downtime is costly and delays ripple quickly across production, fulfillment, and customer commitments. In this environment, security decisions are often made reactively, driven by immediate needs such as audit findings, customer requirements, or emerging threats.

Over time, this reactive pattern creates environments where protections exist, but their interactions are poorly understood, leaving organizations with more tools, more alerts, and less certainty about how secure they actually are.

ERP as the Operational Backbone

ERP platforms in manufacturing and distribution are not limited to financial reporting or back-office accounting. They function as the operational backbone of the business, coordinating production scheduling, inventory management, purchasing, fulfillment, and financial close within a single, tightly integrated system. Decisions made in one area immediately affect others, which means availability, data integrity, and access control are critical to daily operations. From a security perspective, this centrality raises the stakes: disruptions, unauthorized access, or data inconsistencies within ERP systems do not remain isolated incidents — they cascade quickly across production lines, warehouses, and customer commitments. As a result, ERP security must be approached as an operational requirement, not simply a technical safeguard.

When ERP availability or integrity is compromised, the impact is immediate and operational — not theoretical.

Long-Lived Systems and Mixed Environments

Manufacturing and distribution environments often include:

  • Long-lived ERP implementations

  • Legacy applications alongside modern platforms

  • A blend of on-premises, hosted, and cloud services

Security tools added over time must coexist across this mix, increasing the likelihood of redundancy and inconsistency.

Compliance, Insurance, and Customer Pressure

Cyber insurance questionnaires, customer security requirements, and regulatory frameworks frequently drive tool adoption. Adding a new control is often faster than re-evaluating the existing stack, even if that control overlaps with something already in place.

Common Categories Where Overlap Occurs

In practice, security tool overlap often appears across several common categories used in manufacturing and distribution environments.

Endpoint Security

It is not uncommon for multiple endpoint agents to coexist, each generating alerts and enforcing policies independently.

Identity and Access Management

Overlap here can create conflicting access behaviors and administrative complexity.

  • Multi-factor authentication

  • Conditional access

  • Privileged account controls

Network and Perimeter Controls

When network-level and endpoint-level controls duplicate effort, visibility can suffer.

  • Firewalls

  • VPN or remote access tools

  • DNS and web filtering

Email and Collaboration Security

Multiple layers may exist, but ownership of response is often unclear.

  • Phishing and spam protection

  • Link and attachment inspection

  • Data loss prevention

Backup and Recovery

Overlap in this category can be especially dangerous if responsibility for recovery authority is not clearly defined.

When More Tools Increase Risk

Security tools only reduce risk when they are properly configured, actively monitored, clearly owned, and understood in context. Without strong governance, overlapping tools can introduce systemic weaknesses rather than resilience. Multiple systems may report similar events, creating alert fatigue that obscures meaningful signals and slows response during real incidents.

Accountability can become diffused, leaving teams uncertain about which control should have detected an issue or who is responsible for acting. Each additional agent, console, or integration also expands the attack surface, increasing the number of systems that must be secured, patched, and maintained.

At the same time, licensing and operational costs accumulate quietly, often without a clear understanding of which tools are delivering measurable protection. In these environments, security gaps emerge not because controls are missing, but because responsibility and intent are unclear.

Security as a Governance Problem

As cybersecurity programs mature, leading organizations are shifting focus away from constant tool expansion and toward security governance.

A governance-based security model emphasizes:

  • Clear definition of each tool’s role

  • Intentional reduction of functional overlap

  • Explicit ownership and escalation paths

  • Alignment between controls and business risk

This approach recognizes that effective security is not additive — it is cohesive.

The Role of EstesCare Guard

EstesCare Guard is designed around this governance-first philosophy, specifically for ERP-driven manufacturing and distribution environments.

Rather than assuming that more tools equal better outcomes, EstesCare Guard focuses on:

  • Rationalizing existing security investments

  • Clarifying ownership across endpoints, identity, network, and recovery

  • Separating baseline protection from advanced security controls

  • Aligning security posture to operational reality, compliance needs, and risk tolerance

Delivered as a subscription-based security suite, EstesCare Guard provides consistency and clarity without forcing organizations into one-size-fits-all security stacks.

A More Sustainable Security Posture

For manufacturers and distributors, security must support continuity as much as protection. Systems must remain available. Data must remain trustworthy. And response must be decisive when something goes wrong.

Simplifying security through governance does not weaken protection. It strengthens it — by making security understandable, defensible, and operationally reliable.

In the end, security maturity is not measured by how many tools are deployed, but by how confidently those tools work together to protect what matters most.

If your security stack feels harder to explain every year, it may be time for a different approach.

Explore how EstesCare Guard helps manufacturers and distributors simplify security without weakening protection.

Fast, Personalized, Proven IT & ERP Expertise

No spam. No pressure. Just strategic insights and clear solutions.

"*" indicates required fields

This field is for validation purposes and should be left unchanged.
Name*

Holiday Season Best Practices for IT Leaders and ERP Teams

Holiday Season Best Practices for IT Leaders and ERP Teams

Data center hallway decorated with holiday trees and soft string lights, symbolizing secure and resilient IT infrastructure during the holiday season.

Holiday Season IT Readiness Best Practices for ERP and Cloud Leaders

The holiday season creates one of the most strategically important periods for IT leadership. While business activity shifts and staffing levels fluctuate, critical enterprise resource planning (ERP) system and cloud environments must remain stable, secure, and ready to support everything from financial close processes to year-end production and distribution cycles.

For CIOs, IT directors, ERP managers, and cloud infrastructure leaders, holiday season IT readiness (and concomitant IT staffing) is not a luxury — it is a risk-management and performance essential. The combination of reduced headcount, heightened cyber threats, and increased operational demands makes this season a stress test for your systems and your strategy.

The most important holiday season IT readiness best practices for ERP and cloud leaders are here, with practical steps your team can implement immediately to strengthen uptime, reduce risk, and enter the new year with a stable, resilient foundation.

1. Establish Absolute Clarity Around System Ownership and Escalation

One of the biggest sources of holiday downtime is simple confusion: Who owns what? Who is on call? Who approves emergency changes?

Create and share a short, precise coverage plan that lists:

Clear ownership is one of the most effective holiday season IT readiness accelerators.

2. Strengthen Documentation for Critical ERP and Cloud Workflows

Holiday PTO exposes gaps in knowledge transfer. Reduce dependency on individual expertise by documenting:

Well-documented processes turn holiday coverage from reactive to predictable.

3. Validate Monitoring, Backups, and Alerts Before Schedules Shift

Monitoring is the heartbeat of holiday IT resilience. Before vacation schedules begin:

  • Test alert thresholds and notifications

  • Validate ERP job completions

  • Confirm cloud backup success across all environments

  • Review system performance baselines

  • Audit log forwarding and SIEM visibility

Strong monitoring is non-negotiable for ERP and cloud leaders preparing for holiday season IT readiness.

4. Implement or Reaffirm Your Holiday Change Freeze Policy

Change freezes exist for a reason; they protect stability when staffing is low. Review and clearly communicate:

  • Freeze start and end dates

  • Allowed exceptions

  • Approval protocols

  • Emergency change procedures

A well-maintained change freeze is one of the most important best practices for holiday season IT readiness.

5. Communicate Coverage and Expectations Across Business and IT Teams

Holiday issues often stem from misaligned expectations. Prevent this by sharing:

  • IT holiday hours

  • Support SLAs

  • Escalation contacts

  • ERP close-period dependencies

  • Expected response times

  • Cloud provider holiday schedules

Transparency eliminates confusion, delays, missed deadlines, and team conflicts.

6. Reinforce Cybersecurity Awareness During Peak Attack Season

December is the highest-risk month of the year for cyberattacks. Prepare your organization by:

  • Sending a brief phishing-awareness reminder

  • Warning about gift-card and financial scams

  • Requiring MFA reviews

  • Checking vendor access logs

  • Reviewing admin accounts

Cybersecurity vigilance is central to holiday season IT readiness for ERP and cloud technology leaders.

7. Recognize High-Effort Work and Strengthen Morale

Behind every stable ERP and cloud environment is a team of dedicated people. The holidays are the perfect time to recognize:

  • After-hours support

  • Successful cutovers

  • Critical patching cycles

  • High-stress project phases

  • Exceptional collaboration

Recognition improves retention, morale, and performance heading into the new year.

8. Use Low-Volume Periods for Safe Optimization Work

If your industry experiences slower holiday cycles, it becomes an ideal moment to:

  • Optimize ERP reports and queries

  • Tune cloud resource allocation

  • Review unused accounts and permissions

  • Validate storage utilization

  • Assess integration performance

  • Clean up historical data

These small improvements create significant long-term stability.

9. Prioritize Resilience Over Throughput

Many IT teams rush to finish projects before year-end. The smarter approach is focusing on the foundational elements that prevent incidents:

  • Communication

  • Documentation

  • Monitoring

  • Backup validation

  • Clear ownership

  • Proactive maintenance

This is the essence of holiday season IT readiness best practices for ERP and cloud ERP leaders: stability first, everything else second.

10. Conduct a Business Process Review Before the Rush Hits

A structured new-year readiness review prevents Q1 chaos. Assess though a BPR (Business Process Review):

  • ERP system health

  • Cloud hosting stability

  • Patch levels

  • DR recovery points and recovery time objectives

  • Storage, compute, and licensing needs

  • Integration and API performance

Starting strong in January prevents costly disruptions in February and March. EstesGroup offers a mini-BRP that saves both time and money and can easily be conducted virtually by our IT and ERP experts.

Holiday Season IT Readiness Protects Business Continuity

While many view the holidays as a slower period, IT and ERP environments face some of their highest risks during this window. By adopting these holiday season IT readiness best practices for ERP and cloud leaders, organizations gain:

  • Higher system stability

  • Stronger security posture

  • Faster incident response

  • Better cross-team coordination

  • Improved resilience going into the new year

Preparedness is not just a technical activity — it is a strategic advantage. Reach out to our team today for a free strategy session. Whether you are a new or old customer, the EstesGroup team has new ways to help your business today.

Fast, Personalized, Proven IT & ERP Expertise

No spam. No pressure. Just strategic insights and clear solutions.

"*" indicates required fields

This field is for validation purposes and should be left unchanged.
Name*
Building Everyday Resilience in ERP and IT Teams

Building Everyday Resilience in ERP and IT Teams

A professional ERP and IT team collaborating in an abstract digital infrastructure, system dashboards and performance data to strengthen organizational resilience.

IT Resilience and the ERP Problem

Many organizations think of IT resilience as something activated during a crisis: a cyberattack, a failed upgrade, an outage, or a supply chain disruption. But the strongest form of IT resilience is not reactive at all. It is built slowly, through everyday habits that give technology teams confidence, clarity, and the ability to navigate complex systems, like enterprise resource planning (ERP) systems, without hesitation.

In modern business environments, ERP and IT teams face rapid change as part of their daily work. Systems evolve. Security expectations increase. Workflows become more distributed. Integrations multiply. With so many moving pieces, resilience has become one of the foundational capabilities that determines long-term stability.

IT resilience is not a single practice. It is a mindset, a system of behaviors, and a shared commitment to readiness. A resilient organization, with a solid digital foundation, can return to momentum faster, reduce risk, and maintain operational integrity during transformative periods. No ERP implementation or cloud migration can bring a business down if the technology core is strong, and this strength is all about the people behind your IT strategy.

Everyday Resilience Starts with Clarity

 

When ERP and IT teams experience high-pressure moments — such as a surprise audit, a failed batch job, or an urgent system slowdown — the clearest minds shine. Clarity around roles, responsibilities, and escalation paths gives people the confidence to respond quickly and intelligently.

Without clarity, teams waste time deciding who owns the problem. With clarity, they focus on solving it.

This is why successful organizations document workflows, reinforce communication channels, and maintain up-to-date system ownership. Resilience grows when everyone knows where to stand and what to do.

Small Improvements Add Up to Big Stability

ERP systems and IT environments rarely collapse due to a single error. Instead, issues accumulate slowly: a query that runs longer than it used to, an integration that fails intermittently, a report that begins timing out, a workflow that becomes inconsistent after a minor update.

Teams that practice continuous, incremental improvement catch these signals early. They tune performance before users experience a slowdown. They adjust configurations before a failure occurs. They replace outdated processes before they turn into outages.

Small improvements protect the entire system.

Transparency Reduces Downtime

Transparency is the heartbeat of a resilient environment. When teams share emerging concerns openly, they shorten the time between detection and resolution. Hidden problems become costly ones. Transparent cultures treat early signals as opportunities, not inconveniences.

Healthy communication also builds trust. IT resilience begins with trust. When IT teams and business users communicate freely, project delays drop and collaboration increases. Transparency ensures that systems stay stable because everyone is watching the same landscape. 

Continuous Learning Builds Adaptability

Modern ERP platforms evolve at a pace that can overwhelm teams who are not prepared. New versions introduce UI changes, like with the Epicor Kinetic Browser UX uplift due by May 2026, workflow adjustments, new security controls, and updated feature sets. Without ongoing education and ERP training, even small upgrades can feel daunting.

Resilient ERP and IT teams embrace continuous learning as part of their operational routine. Training reduces escalations, prevents costly errors, and increases organizational confidence. Knowledge is one of the strongest buffers against disruption.

The Right Partners Extend Your IT Resilience

Finally, resilience is strengthened when organizations partner with a team like EstesGroup with ERP and IT experts who take a proactive approach. True stability comes from preventing issues before they reach production, not from reacting quickly once they appear.

A proactive partner monitors environments continuously, validates system health, anticipates risks, and designs infrastructure that prioritizes stability, continuity, and compliance. This is especially important in hybrid cloud and ERP hosting environments, where complexity naturally increases.

Learn How to Recognize the People Behind ERP and IT Stability

ERP and IT resilience is often invisible when it works well. The systems stay online. The transactions post correctly. Reports run on time. ERP integrations hold together. Behind every smooth day are professionals who plan, troubleshoot, test, validate, document, and prepare.

IT is always worth recognizing the teams who keep business systems healthy. Their effort protects revenue, productivity, and customer experience. They are the quiet engine behind every successful organization.

At EstesGroup, we are grateful for the opportunity to support ERP and technology teams and strengthen the foundations, from the on-premise details to the intricate cloud environments, they rely on. Resilience is not just an IT attribute. It is a leadership attribute, a cultural commitment, and a long-term investment in organizational success.

Fast, Personalized, Proven IT & ERP Expertise

No spam. No pressure. Just strategic insights and clear solutions.

"*" indicates required fields

This field is for validation purposes and should be left unchanged.
Name*

Cybersecurity Awareness Month 2025: Strengthening ERP Security

Cybersecurity Awareness Month 2025: Strengthening ERP Security

EstesGroup Cybersecurity Awareness Month 2025 graphic with autumn background, Cybersecurity Champion shield logo, and Stay Safe Online campaign branding.

EstesGroup Launches Cybersecurity Awareness Month 2025

October is Cybersecurity Awareness Month, and EstesGroup is proud to stand as a Cybersecurity Champion. This year, we’re focusing on what matters most to our clients: protecting ERP-driven businesses at the very heart of the supply chain.

Why Cybersecurity Awareness Month Matters

For more than twenty years, October has marked a national call to action on cybersecurity. In 2025, that call is louder than ever. Manufacturers and distributors don’t just move products. They power critical infrastructure. And in today’s threat landscape, cybercriminals know that disrupting ERP systems means disrupting entire industries.

Cybersecurity Month 2025 isn’t just about “staying safe online.” It’s about keeping your production lines running, your shipments moving, and your data protected.

The ERP Factor: Why EstesCare Guard Is Different

Awareness campaigns too often stop at the basics — passwords, phishing, software updates. Important, yes, but incomplete. EstesGroup goes further by addressing where the real business risk lives: your enterprise resource planning (ERP) system’s evolving vulnerabilities, including new threats incoming and abounding from AI.

ERP platforms like Epicor Prophet 21, Epicor Kinetic, Sage, and other mid-market solutions manage everything from customer records to pricing strategies to production schedules. That makes them a high-value target for attackers and a weak point in many companies’ cyber defenses.

This is where EstesCare Guard stands apart. Unlike one-size-fits-all cybersecurity tools, EstesCare Guard is purpose-built for ERP environments. It integrates with your IT infrastructure, your on-premise or cloud-based environment, and your business processes to provide:

  • AI-powered monitoring to detect anomalies across ERP workflows

  • Compliance alignment for industries bound by HIPAA, ITAR, CMMC, and NIST 800-171

  • Proactive defense through logging, backups, and encryption tailored to ERP data

  • Single accountability — one team responsible for both IT security and ERP continuity

The New Supply Chain Battleground

Today’s attackers aim higher than stealing passwords. They aim to freeze operations, ransom production schedules, and compromise customer trust. For supply chains, a single compromised ERP login can cascade across vendors and customers in hours.

EstesCare Guard was designed to make sure that never happens to your business.

What to Expect in Cybersecurity Awareness Month 2025

Throughout October, EstesGroup will share practical insights to help companies build ERP-centric defenses:

  • Week 1: Why Cybersecurity Matters in Manufacturing & Distribution

  • Week 2: Beyond the Basics—Passwords, MFA, and Phishing in ERP Systems

  • Week 3: Building ERP Resilience—Logs, Backups, Encryption Done Right

  • Week 4: AI-Powered Threats vs. AI-Powered Defenses in ERP Environments

  • Week 5: Recap & Roadmap—Where ERP Security Goes Next

Follow along for blogs, posts, and resources designed specifically for the manufacturing and distribution communities.

EstesGroup: Your Cybersecurity Champion

At EstesGroup, we believe cybersecurity is not just about firewalls and alerts — it’s about keeping your ERP ecosystem strong and your business moving. With EstesCare Guard, you gain more than a tool. You gain a partner dedicated to safeguarding the systems that power your growth.

Take Action Today with a Free Cyber Defense Strategy Session

Start Cybersecurity Awareness Month by protecting the core of your business. Schedule a Cybersecurity Strategy Session with EstesGroup today.

Fast, Personalized, Proven IT & ERP Expertise

No spam. No pressure. Just strategic insights and clear solutions.

"*" indicates required fields

This field is for validation purposes and should be left unchanged.
Name*

How to Move Your Manufacturing ERP to the Cloud in 9 Steps

How to Move Your Manufacturing ERP to the Cloud in 9 Steps

9 Steps to Migrate Manufacturing ERP to the Cloud

Ready to move your manufacturing ERP to the cloud? Discover 9 simple steps that make the transition smooth, secure, and future-ready for your future dominance as a competitive and profitable manufacturer.

A female manufacturing worker pulling a lever in a factory symbolizing how easy it is to move manufacturing ERP into the cloud.

As manufacturers look to stay competitive and future-proof their operations, migrating to the cloud is becoming a strategic necessity. Moving your manufacturing ERP to the cloud is all about what your new infrastructure doesn’t do: limit how you run your business.

What You Will Learn Here

  1. How to assess your current ERP environment and plan for future needs
  2. How to create a cloud migration strategy
  3. The importance of backing up your data before migrating
  4. Syncing user accounts and licenses for smooth transitions
  5. How to test your new cloud environment
  6. Why testing connectivity and functionality matters
  7. How to schedule your cutover date for minimal disruption
  8. How to know your data is safe with cloud backups and disaster recovery
  9. What it means to go live with your cloud-hosted ERP system
  10. The benefits of cloud operations for your manufacturing business

1. Assess Your Current Environment and Plan for Cloud Migration

Before you even think about migrating an enterprise resource planning system like Epicor Kinetic, take a moment to assess your current infrastructure. What are your pain points? What’s working well, and what’s holding you back? And equally important—what are your future growth goals? By understanding both where you are and where you want to go, you can ensure the cloud environment you migrate to can scale with you.

2. Create a Cloud Migration Strategy for Your Manufacturing ERP

Now that you’ve assessed your current needs, it’s time to plan your manufacturing ERP migration strategy. This isn’t just about setting a timeline, it’s about understanding exactly what needs to be done and who’s responsible for each step. A thoughtful plan minimizes risk and ensures that your migration is completed on time and with as little disruption as possible.

3. Back Up Your ERP Data (Crucial Before Migration)

Data is the lifeblood of your business, and migrating your ERP system to the cloud shouldn’t come at the risk of losing it. Before making any major changes, back up your entire manufacturing operation database. This is your safety net, ensuring that should anything go wrong during the transition, you have a secure copy of your critical business data.

4. Sync User Accounts and Licenses for a Smooth Migration

Once your database is secure, it’s time to sync user names, licenses, and configurations. This is crucial for ensuring that your users will have the same access and functionality in the cloud as they had before. Syncing these elements will help avoid disruptions and ensure a smooth user experience after your manufacturing operations are in the cloud environment.

5. Test Your Cloud ERP Environment Before Going Live

It’s time to test your new cloud setup. Setting up a test environment in the cloud is one of the best ways to ensure that everything works as expected before the final cutover. Simulating your everyday operations lets you spot any potential issues and correct them before going live.

6. Test for Access and Functionality for Manufacturing in the Cloud

Testing doesn’t stop after the first phase. The second round focuses on critical areas like user access, connectivity, and the overall functionality of your manufacturing ERP system in the cloud. It’s essential to verify that your system is performing at the right speed and reliability to support your day-to-day business needs. When you look deeply into the process of how to move your manufacturing ERP to the cloud, you’ll see that good testing can ensure that you’ll maximize your return on investment (ROI) for both the ERP software and its deployment model. 

7. Select the Perfect Cutover Date for Your ERP Migration

With the heavy testing behind you, it’s time to schedule your cutover date for moving your ERP to the cloud. Work with your team to identify the best time for this transition. Choose a time that offers the least disruption to your daily operations. With careful planning, you can make sure your cloud migration happens without operational disruption and on schedule.

8. Proactively Protect Manufacturing Data with Cloud Backups and Disaster Recovery

Even after testing, it’s essential to take one more step to safeguard your data. Backup your data to the cloud before the final migration to know for sure that everything is secure and recoverable. If something unexpected happens, your business can continue running without major disruptions.

9. Go Live: And Teach Others How to Move Your Manufacturing ERP to the Cloud (Successfully!)

Now, it’s time to go live with your new private or hybrid cloud. Your Epicor Kinetic ERP software, or other manufacturing ERP system, will now run in a secure cloud environment tailored to your industry and to your unique manufacturing operational strategy. Whether you’ve opted for a private or hybrid cloud, this is the time to experience the tremendous benefits of scalability, flexibility, and enhanced security. No hardware costs attached. It’s also time to recommend this way of deploying ERP to your friends.

The Result: Cloud Operations Made for Manufacturers

By migrating your ERP system to the cloud, you’re setting your manufacturing operations up for long-term success. Cloud environments offer unmatched flexibility, scalability, and security. These are key ingredients for future-proofing your business. Plus, with 24/7 support and robust disaster recovery, you can focus on what you do best: running your business, not managing infrastructure.

Ready to learn how to move your manufacturing ERP to the cloud? Sign up for a free demo today!

SIGN UP FOR A CLOUD DEMO TODAY

"*" indicates required fields

Name*

Epicor Kinetic UI Tips & Tricks

Epicor Kinetic UI Tips & Tricks

Digital transformation concept representing Epicor Kinetic UI migration from classic ERP to web-based interface.

UI Spy: Say Goodbye to Classic ERP

As you might be aware, Epicor is pushing to sunset the Kinetic ERP’s legacy “classic” UI screens, in favor of the web-based Kinetic user interface. They have been scaling back support for the classic interface over time, with a sunset date of May 2026.

As of version 2026.1, Epicor’s Kinetic ERP will no longer contain a smart client deployment, and the user base will communicate with the application exclusively through a web browser.

Depending on the extent of customizations to the UI and to components like dashboards, conversions may take a significant amount of time in modification and testing.

That said, what are key differences?

  • The user communicates with Epicor in a new User Interface (UI)
  • Runs in a browser instead of a fat client
  • Runs on web-centric devices—not limited to a traditional computer screen and now available on tablets, phones, etc.
  • Epicor components and business objects can be accessed through a mobile app—not limited to Epicor’s own apps
  • UI can be customized, but has no C# code, so heavy lifting must be off-loaded to BPMs and Functions

So you want to know more Epicor Kinetic UI tips and tricks for when the rubber meets the road? The EstesGroup Epicor Kinetic consulting team recently covered some technical areas of concern that can help you migrate to a better place moving forward.

Getting Tippy when the Kinetic UI gets Tricky…

In helping customers move to Kinetic, we’ve encountered countless requests for various items of the Epicor Kinetic UI “tips and tricks” variety—something like: “Can Classic dashboards be automatically converted to Kinetic?”

The answer is “yes, but…”

An easy way to generate the Kinetic application is via the Tools/Deploy Dashboard option. You can preview the dashboard or generate the application when you’re satisfied with it. This does convert a lot of things well, but you’ll notice something immediately with the trackers when you preview the Kinetic dashboard.

The filter field(s) in the very first tracker will appear in a slide-out panel when the dashboard opens. Filtering may or may not actually work. Notice there is no OK button in this example. 

Other panels have had different issues. And once the panel is discarded, the user can never access it again until the dashboard is restarted. Also, if there are multiple queries/trackers on the dashboard, the subsequent trackers will never fire. It might seem disheartening at first blush, but there are workarounds.

A relatively easy way to do this is this procedure in Dashboard Entry:

  1. Copy the dashboard to avoid changing the original, perhaps add a “K” to the end of the dashboard ID, or some other scheme
  2. Load the new copy of the dashboard
  3. Delete all trackers on the dashboard
  4. Preview the dashboard and make sure it runs okay, other than the missing trackers
  5. Save the dashboard
  6. Create the Kinetic application (Tools/Deploy/Application)
  7. Open the new Kinetic application and add the trackers back in

Adding the trackers manually may sound like a lot of work, but it’s not too bad. Plus, you can add some nice functionality.

Need more guidance? Sign up to get our Ultimate Epicor Kinetic UI Tips and Tricks Guide!

GET THE GUIDE

Fill out the form below to receive your copy of Uplift Epicor Classic UI to Kinetic UI – Questions and Answers. We’ll send our help guide straight to your inbox so you can start planning your upgrade with confidence.

"*" indicates required fields

This field is for validation purposes and should be left unchanged.
Name*
Email*
What version are you on?

Stay Ahead with EstesGroup Insights

Get valuable cloud technology & ERP insights delivered directly to your inbox. Receive exclusive updates, practical guidance, and expert tips tailored specifically for your business.

"*" indicates required fields

This field is for validation purposes and should be left unchanged.