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Your ERP Migration Is an Archaeological Dig, Not a Data Transfer

Your ERP Migration Is an Archaeological Dig, Not a Data Transfer

Dinosaur fossil embedded in layers of old spreadsheets and documents, representing legacy ERP data accumulated over decades.

Welcome to the “ERP Migration” Dig Site

When the ERP consulting team asks to see your item master, you hand them a spreadsheet with 47 columns.

They ask what “Field_23” means. Nobody knows. It’s been there since 2003.

They ask why some product codes start with “X” and others with “TEMP.” Your warehouse manager says, “Oh, those were supposed to be temporary. We’ve been using them for six years.”

This is the moment most companies realize their ERP project isn’t a technology problem—it’s an organizational autopsy.

What Is ERP Data Migration?

ERP data migration is the process of transferring business data from legacy systems into a new ERP platform. This includes master data (customers, vendors, items), transactional records, and historical information. Unlike simple data transfer, ERP migration requires cleansing, standardization, and validation to ensure the new system reflects accurate business processes.

The Data Your Company Actually Lives By

Here’s what executives miss about data conversion: your database isn’t a neutral record of business activity. It’s a archaeological dig site, with layer upon layer of workarounds, abandoned initiatives, and tribal knowledge that never made it into the process manual.

That “customer notes” field that was supposed to hold delivery instructions? Your sales team has been using it to track verbal discount agreements that finance doesn’t know about. That “miscellaneous” inventory category? It’s 18% of your stock, and it’s actually six different product types that didn’t fit the official taxonomy.

Your legacy system didn’t just store your processes—it absorbed them, mutated them, and allowed them to evolve in ways that would never survive documentation review.

ERP migration is the moment when you have to decide: which of these mutations becomes your new normal?

The Three ERP Migration Conversations You’re Avoiding

1. “We’ve Always Done It This Way” vs. “But Should We?”

Every data field carries a decision—often one made years ago by someone who’s no longer with the company. When you migrate, you’re forced to defend or discard those decisions.

Why do you have seventeen customer types? Because regional managers wanted their own categories. Does that still serve the business? Silence.

Why are there four different vendor records for the same supplier? Because each business unit set them up independently. Should you consolidate? Now you’re in a meeting about who “owns” that vendor relationship.

Data migration turns latent disagreements into mandatory conversations. The companies that succeed are the ones that welcome this. The ones that fail try to replicate their legacy structure “just to be safe,” and wonder why their new system feels like their old one—just slower and more expensive.

2. “We Document Everything” vs. “We Document Fiction”

Most companies have process maps that describe an idealized version of their business. Then they have the actualprocesses—the ones encoded in how people use the system every day.

Your receiving process says: verify PO, check quantity, inspect quality, update inventory.

Your data says: 73% of receipts happen without a PO, quantities are adjusted after the fact, and there’s a “magic field” that bypasses quality inspection when you’re behind schedule.

ERP projects fail when companies design around the documented process and go live with the actual one. Users immediately start inventing workarounds for the workarounds you just eliminated.

The painful work of Phase 2—Knowledge Camps, process mapping, gap analysis—isn’t about learning the new system. It’s about admitting what your current system has been hiding.

3. “IT’s Responsibility” vs. “Everyone’s Reality”

Here’s the tell: if your data conversion timeline is owned by IT, you’re already in trouble.

IT can extract the data. They can write the scripts. They can validate the technical migration.

But they can’t tell you whether customer credit limits should migrate as-is or be recalculated. They can’t decide if that custom “priority code” that only three people understand should become a permanent field. They can’t arbitrate between the warehouse’s version of product hierarchy and sales’ version.

Those are business decisions that require business judgment—from people who will live with the consequences every day.

The Conference Room Pilot (Phase 3) is where this becomes undeniable. You’re not testing software; you’re testing whether your business stakeholders can agree on what a “completed order” actually means, or whether “approved” has six different definitions depending on who you ask.

The Only Question That Matters in an ERP Migration

Strip away the methodology, the phases, the acronyms—and ERP migration comes down to one question:

Are you willing to standardize?

Because that’s what you’re really buying. Not better technology. Not automation. Standardization.

One chart of accounts. One product naming convention. One definition of “customer.” One version of the truth.

Everything else—the War Rooms, the EUPs, the UAT, the Stabilization—is just infrastructure for enforcing that standardization across people who’ve been successfully avoiding it for years.

What a Good ERP Migration Project Looks Like

Companies that navigate this well do three things differently:

  • They staff the project with decision-makers, not representatives. When you discover that three departments calculate margin differently, you need someone in the room who can choose one definition and make it stick. “I’ll have to check with my VP” is how projects die.
  • They treat data cleansing as organizational therapy. Yes, you’re deduplicating vendor records. But you’re also surfacing disagreements about spend management, forcing procurement and AP to align on what “approved supplier” means. The technical work is just the excuse for the necessary conversation.
  • They build for the exceptions, not the rules. Your process documentation describes the 80%. Your data reveals the 20%—the rush orders, the special customers, the emergency overrides. If your new system can’t handle those elegantly, your users will find a way to break it creatively.

The Myth Revealed

When you step back and embrace the fiction of it all, you’ll see that the myth isn’t that ERP is a tech problem.

The myth is that you have one business process when you actually have seventeen, depending on which department you ask.

Data migration just makes you pick one.

The companies that treat this as IT’s problem—who delegate the “technical work” and wait for go-live—are the ones who discover on Monday morning that nobody can process an order because the system doesn’t have a field for the workaround they’ve been using since 2007.

The companies that succeed recognize data conversion for what it is: the moment when your organization stops lying to itself about how it really works.

Your legacy data is a confession. ERP migration is deciding whether to plead guilty or change your story.

Ready to find out what your data is really telling you?

 

Most companies don’t discover their organizational misalignments until they’re three months into an ERP migration—when it’s expensive to fix and painful to ignore.

We help businesses conduct pre-migration data audits that surface the hard questions early: Where do your processes diverge from your documentation? Which workarounds have become load-bearing? Who needs to be in the room when you decide what standardization actually means?

Schedule a 30-minute ERP readiness consultation today. Our ERP and IT experts are ready to tell you what your data structure says about your organization, and whether you’re prepared for the conversations ahead.

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Epicor Kinetic 2026.1: So, What Are You Waiting For?

Epicor Kinetic 2026.1: So, What Are You Waiting For?

Epicor Classic Sunset

Uplifting Epicor Classic UI to Kinetic UI

It’s a natural human tendency to put off unpleasant tasks like mowing the yard, taking out the trash, or addressing the deadline to move entirely from Epicor’s Classic user interface to their new browser-based Kinetic framework.

Entirely understandable, the attachment to years’ worth of carefully tailoring the ERP environment to your company’s needs is hard to give up. Just when you’ve gotten it “just right,” you’re being reset back to level 1, like a video game that suddenly loses all the lives you’ve built with great effort and ingenuity.

Epicor Kinetic 2026.1 Classic UI to Kinetic UI Journey

But like a lot of things in life, change doesn’t have to be bad. For one, it gives us a chance to reevaluate the choices we’ve made in the past.

That process you installed ten years ago—is it still meeting your needs? Could it be ditched or improved? Is there a better way? 

And some of the modifications done to your system might have been tortured into the old user interface in ways that weren’t optimal, but were a way you COULD get what you wanted. And that code was often s-l-o-w. 

Since the latter days of ERP10, Epicor has been introducing new tools like the REST API and Epicor Functions that give us better ways to interact with Epicor Business Objects and better places to put heavy-lifting development on the server side where it belongs.

And all your old work isn’t lost. BPMs still work the same way. Dashboards, and even some screen customizations, can be converted with some tweaking. Yes, all that C# code will disappear, but you can convert most all of its functionality to better forms in the new customization layers and functions. 

The secret weapon in this fight?

prep·a·ra·tion – the action or process of making ready or being made ready for use or consideration 

The time to begin the journey is likely not a month before the deadline, for several reasons.

The learning curve for transitioning from old to new can be steep. Although many of the concepts are the same or similar between the two environments, they can be expressed in very different ways. 

Before starting to convert a Classic application’s customization that has very much complexity, you’ll likely want to document what the old one does and how it does it, complete with data accessed, UD fields added, C# script processes, and so on. Many Epicor ERP installations are not well documented, and this is a good excuse to do a good thing.

Evaluating the old processes and decisions about whether to promote them or instigate some redesign will take a while. 

And then, the actual conversion work can be a slow slog if you have a lot of it to do. 

All this might seem insurmountable, if not merely daunting. But there’s still time—the first deadline is still over a year away at this writing.

Gather your resources. Identify your team. Get support from management. Make a plan—and realize it might evolve. And as if eating an elephant, take one bite at a time.

Epicor has good documentation for their Application Studio environment via the Help information accessed from the Kinetic menu. Going to Insights will help, as will joining online user groups like www.epiusers.help.

As always, we’re here you help when you need it. The EstesGroup ERP and IT teams will extend assistance in whatever form you need, a jumpstart, specific application conversions, or project management.  

Just give us a shout when you need us.

What does Epicor 2026.1 mean for your business?

EstesGroup is a leading Epicor ERP consultancy that blends elite Epicor Kinetic expertise with cutting-edge technology, AI, and cloud services. There are a bundle of technical challenges to work through and decisions to make when uplifting any custom elements of your Epicor Classic UI to Kinetic. Get your questions about Epicor 2026.1 answered now by our ERP experts. Don’t miss out on insights gained in our “Uplifting Epicor Classic UI to Kinetic” webinar with industry experts.

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.

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How to Maximize Epicor Kinetic ROI with Performance Optimization

How to Maximize Epicor Kinetic ROI with Performance Optimization

Manufacturers leveraging Epicor Kinetic can achieve substantial returns on their enterprise resource planning (ERP) software investment through comprehensive performance optimization and data-driven decision making.

Epicor Kinetic ROI

An ERP Designed for Profitability

The Epicor ERP platform’s integrated business intelligence and real-time analytics capabilities provide deep visibility into critical operational metrics, enabling companies to identify and capitalize on improvement opportunities across production, inventory, quality, and financial processes. By leveraging customizable dashboards and KPI monitoring, manufacturers can track and measure the tangible impact of their system investment, from reduced operational costs to increased throughput and improved quality metrics. As organizations continue to navigate complex market demands and competitive pressures, Epicor Kinetic’s strategic optimization tools help ensure that technology investments translate directly into measurable business value and sustained profitability improvements.

Manufacturers can significantly improve their return on investment (ROI) through strategic operational enhancements and modernization efforts. By implementing advanced production scheduling, companies can reduce costly downtime and optimize resource utilization. Real-time inventory management systems help prevent stock-outs while minimizing excess inventory carrying costs. Employee training programs focused on lean manufacturing principles and quality control often lead to reduced waste and improved product consistency.

A New Way to Put Profit on Auto-Pilot

Modern subscription-based ERP support services, like EstesCare for Epicor Kinetic, provide a cost-effective way to maintain and optimize critical business systems without the burden of hiring specialized staff or dealing with unpredictable support expenses. AI and data analytics tools help identify bottlenecks and inefficiencies, allowing manufacturers to make informed decisions about process improvements and resource allocation.

Your Ultimate Epicor Kinetic ROI Strategy: EstesCare ERP

EstesCare ERP support services deliver measurable ROI through proactive system optimization, reduced downtime, and streamlined operations, providing manufacturers with predictable IT costs while maximizing their Epicor Kinetic investment through expert guidance and rapid issue resolution.

  • Predictable costs through fixed monthly fees instead of variable support expenses
  • Reduced downtime via proactive system monitoring and rapid issue resolution
  • Enhanced productivity through ongoing user training and best practices guidance
  • Lower staffing costs by leveraging provider expertise instead of hiring specialists
  • Improved system optimization through regular performance reviews and tuning
  • Faster adoption of new features and updates with expert implementation support
  • Risk reduction through managed software patches and backup monitoring
  • Better decision-making enabled by optimized reporting and analytics configuration
  • Increased system reliability through preventive maintenance and health checks
  • Resource efficiency from streamlined processes and workflow optimization

Performance Optimization for Epicor Kinetic ROI

Companies implementing Epicor Kinetic consistently report significant returns through strategic performance optimization across their operations. By leveraging the platform’s integrated analytics and real-time monitoring capabilities, manufacturers typically see measurable improvements in key metrics including reduced inventory costs, increased production efficiency, and enhanced quality control. Organizations using Kinetic’s performance optimization tools often report 15-20% reductions in operational costs while simultaneously achieving higher throughput rates and improved customer satisfaction scores. The platform’s ability to identify and resolve bottlenecks, combined with its workflow optimization features, enables manufacturers to maximize their technology investment through continuous improvement initiatives that directly impact bottom-line results.

Kinetic Database Optimization

  • Implement automated maintenance schedules
  • Execute regular table reorganization
  • Archive historical data with retention policies
  • Optimize SQL query performance through index tuning
  • Implement data partitioning for large tables

ERP System Configuration

  • Fine-tune memory allocation based on usage patterns
  • Optimize application pool recycling
  • Configure load balancing for multi-user environments
  • Streamline custom code for efficiency
  • Implement caching strategies

Infrastructure Enhancement

  • Assess and upgrade network infrastructure
  • Implement WAN acceleration
  • Configure traffic prioritization
  • Monitor and optimize bandwidth usage
  • Deploy regional servers for global operations

Epicor Kinetic ROI-Driven Improvements

Manufacturers leveraging Epicor Kinetic consistently achieve substantial returns through targeted operational enhancements and strategic system optimization. By focusing on key performance indicators and leveraging real-time analytics, organizations can identify and implement improvements that directly impact profitability, from reducing production costs and inventory overhead to increasing throughput and quality metrics.

 

Measurable Performance Gains

  • Transaction processing speed improvements
  • Reduced report generation time
  • Decreased system response latency
  • Lower resource utilization
  • Increased concurrent user capacity

Transaction processing speed improvements

  • Reduced report generation time
  • Decreased system response latency
  • Lower resource utilization
  • Increased concurrent user capacity

Business Impact Metrics

  • Reduced operational costs
  • Increased user productivity
  • Improved data accuracy
  • Enhanced customer satisfaction
  • Better decision-making capability

Performance Monitoring Framework

Epicor Kinetic’s comprehensive performance monitoring framework provides manufacturers with deep visibility into system health and operational efficiency through a robust set of measurement tools. The platform tracks essential key performance indicators including system response times, transaction completion rates, resource utilization metrics, user productivity measurements, and error rate tracking to ensure optimal system performance.

Through integrated monitoring tools such as customizable performance dashboards, real-time alerting systems, and detailed trend analysis reports, organizations can proactively identify and address potential issues before they impact operations. The framework also includes sophisticated user experience monitoring and resource utilization tracking capabilities, enabling IT teams to maintain peak system performance while maximizing user productivity and ensuring efficient resource allocation across the enterprise.

Epicor Kinetic ROI Optimization Best Practices

Maintaining optimal Epicor Kinetic performance requires a structured approach to daily operations and scheduled maintenance activities. Critical daily tasks include monitoring system logs, reviewing performance metrics, proactively addressing bottlenecks, managing system resources, and tracking user feedback to ensure smooth operations. This ongoing oversight is complemented by a comprehensive maintenance schedule featuring weekly performance reviews, monthly system optimization sessions, quarterly infrastructure assessments, and annual performance audits, while regular user training ensures the workforce maintains proficiency with the system’s capabilities.

Implementation Strategy

The successful implementation of Epicor Kinetic performance optimization follows a strategic three-phase approach. Phase 1 begins with a comprehensive assessment, benchmarking current performance levels, identifying system bottlenecks, documenting user pain points, analyzing resource utilization, and establishing clear performance targets. During Phase 2, the optimization process implements targeted improvements including database enhancements, system configuration adjustments, infrastructure upgrades, monitoring tool deployment, and user training on best practices. The final measurement phase tracks and validates performance improvements, calculates ROI metrics, monitors user satisfaction levels, documents business impact, and enables continuous refinement of the optimization strategy based on real-world results.

Ready to increase your Epicor Kinetic ROI?

Transform your Epicor Kinetic ERP into a high-performance asset by implementing these optimization strategies. Focus on measurable improvements that directly impact your bottom line through increased efficiency, reduced operational costs, and improved user productivity. Talk to an EstesGroup consultant today! Chat with us, contact us, or fill out the form below to begin a more successful ERP journey and maximize ROI.

 

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Cybersecurity Audits: Safeguarding Modern Manufacturing

Cybersecurity Audits: Safeguarding Modern Manufacturing

Ensuring Robust Cybersecurity with SOC 2: Certified Providers, Certified Protection

In today’s interconnected manufacturing landscape, cybersecurity is no longer just an IT concern—it’s a critical business imperative. As cyber threats evolve and regulatory requirements tighten, manufacturers must ensure their digital assets, intellectual property, and operational technology (OT) are adequately protected. This is where comprehensive security audits, conducted by SOC 2 certified providers like EstesGroup, play a crucial role. With EstesCare Guard cybersecurity experts, manufacturers can run complex enterprise resource planning (ERP) software, like Epicor Kinetic, without worrying about cyber threats and attacks. Cybersecurity audits for manufacturers are complex. Let’s take a closer look at the closer look of a security audit. 

Females business executive accessing files on a secure tablet surrounded by code and cybersecurity symbols.

The Importance of Security Audits for Manufacturers

Security audits are essential for manufacturers to accomplish the following:

  1. Identify vulnerabilities in both IT and OT environments
  2. Ensure compliance with industry regulations and standards
  3. Protect sensitive data and intellectual property
  4. Maintain operational continuity and prevent costly downtime
  5. Build trust with customers and partners

Key Areas Covered in a Manufacturer’s Security Audit

A thorough cybersecurity audit for manufacturers typically encompasses the following categories and more:

Network Security

  • Firewall configurations
  • Segmentation between IT and OT networks
  • Wireless network security

Endpoint Security

  • Workstation and mobile device protection
  • Internet of Things (IoT) device security
  • Industrial control system (ICS) security

Access Control

  • User authentication and authorization
  • Privileged access management
  • Remote access security

Data Protection

  • Data encryption (at rest and in transit)
  • Backup and recovery procedures
  • Data loss prevention strategies

Industrial Control Systems (ICS) and SCADA Security

  • ICS/SCADA system hardening
  • Patch management for industrial systems
  • Security monitoring for OT environments

Supply Chain Security

  • Third-party risk assessment
  • Secure data exchange with suppliers and partners
  • Vendor management processes

Incident Response and Business Continuity

  • Incident response plans
  • Disaster recovery procedures
  • Business continuity strategies

The Advantage of Choosing a SOC 2 Certified Provider

When selecting a cybersecurity partner to conduct your security audit, opting for a SOC 2 certified provider like EstesGroup offers several key advantages:

  • Proven Expertise and Reliability: SOC 2 certification demonstrates that the provider has undergone rigorous third-party audits of their own security practices. This ensures they have the expertise and systems in place to effectively assess and improve your security posture.
  • Comprehensive Security Framework: SOC 2 certified providers adhere to a robust security framework based on five trust service criteria: security, availability, processing integrity, confidentiality, and privacy. This comprehensive approach ensures no aspect of your cybersecurity is overlooked.
  • Industry Best Practices: By working with a SOC 2 certified provider, you benefit from their knowledge of the latest industry best practices and emerging threats, ensuring your security measures are up-to-date and effective.
  • Compliance Alignment: SOC 2 certified providers are well-versed in various compliance requirements. They can help align your security practices with relevant industry standards and regulations.
  • Continuous Improvement: SOC 2 certification requires ongoing compliance, meaning your provider is committed to continuously improving their own security practices—a commitment that extends to the services they provide to you.

The Security Audit Process

When working with a SOC 2 certified provider like EstesCare Guard Cybersecurity, you can expect a structured and thorough security audit process:

  1. Initial Assessment: Understanding your manufacturing environment, technologies in use, and specific security concerns.
  2. Comprehensive Review: Evaluating your current security controls, policies, and procedures across all relevant areas.
  3. Vulnerability Scanning and Testing: Conducting technical assessments to identify potential weaknesses in your systems.
  4. Risk Analysis: Assessing the potential impact and likelihood of various security threats.
  5. Detailed Reporting: Providing a comprehensive report of findings, including vulnerabilities, risks, and compliance gaps.
  6. Remediation Planning: Developing a prioritized action plan to address identified issues and enhance your overall security posture.
  7. Ongoing Support: Offering continuous monitoring and support to maintain and improve your cybersecurity over time.

Safeguarding Your Manufacturing Future

In an era where cyber threats can significantly impact manufacturing operations, regular security audits conducted by SOC 2 certified providers are essential. By partnering with EstesGroup’s EstesCare Guard cybersecurity experts, you’re not just getting a security assessment—you’re gaining a trusted advisor committed to protecting your digital assets, ensuring operational continuity, and safeguarding your manufacturing future.

Ready to enhance your cybersecurity posture and protect your manufacturing operations with a comprehensive security audit? Don’t settle for general! EstesGroup offers cybersecurity audits for manufacturers.

Our team understands the manufacturing industry. Our team understands your ERP system. Our Epicor Kinetic, SYSPRO, and Sage experts are on the same team as our elite cybersecurity consultants. Talk to us today to keep your data secure.

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

How to use the SYSPRO e.net Diagnostics Tool

How to use the SYSPRO e.net Diagnostics Tool

If you are looking to test, learn, or develop with business objects in SYSPRO, look no further than the e.net Diagnostics tool. This is a utility program that can optionally be installed on either the SYSPRO Server or SYSPRO client machines using the SYSPRO installer. The program allows you load sample business object schemas and post/test various transactions in a convenient, user-friendly manner.

SYSPRO e.net ERP

Getting Started with the E.Net Diagnostics Tool

To get started with the E.Net Diagnostics Tool, click the “Logon” button in the toolbar. This is the button with a green plus sign on it. A Logon screen will appear where you will have to provide various credentials in two separate tabs. 

In the “Service Settings” tab, the program will request a WCF service base address. All business objects use either a WCF or SYSPRO e.net Load Balancer service to transact. The WCF service is optional and used in SYSPRO 6 and 7 environments whereas the e.net Load Balancer is the latest service for SYSPRO 8 where it is required. To use the e.net Diagnostics tool, you will have to provide a base address to your WCF or e.net Load Balancer service. You can find this address in your SYSPRO Setup Options under System Setup E.Net Service Details.

SYSPRO e.net Diagnostics

SYSPRO ERP Sign-In

In the “Logon Credentials” tab you will have to specify a SYSPRO operator to sign-in with as well as the SYSPRO company you wish to connect to. By default, your SYSPRO environment should be using an “Instance” value of “0” (zero). Once your credentials have been provided, click “Logon” at the bottom of the screen.

SYSPRO Logon Credentials

Generating Schema Samples

If you provided valid connection credentials, you should now receive a “Session” variable GUID in the top right of the screen. This is a token used by SYSPRO to know that you are successfully signed in. You are now able to specify, load, and transact with business objects in the provided company.

SYSPRO ERP Session

The Business Object

To load a business object, you use the “Business Object” field in the toolbar. You can either provide the direct business object code or browse using the library button next to the field. In this example, we will be using the INVTMB object for Inventory Bin Transfers. To load the sample schemas, press “Enter” in the “Business Object” field. The default schema for our business object will load to the “Business Object Input” tab as all as the “Business Object Parameter” tab (if applicable) in the main editor on the screen. 

SYSPRO Business Object Input

The Results

You are now able to edit the business object details and post your transactions. You post the business object transaction by clicking the “Run” button found in the top toolbar. If you are only looking to test a business object, make sure to edit the “ValidateOnly” option in the business object parameters’ section. This ensures that the results you get are only validated but not actually posted to SYSPRO.

SYSPRO Multiple Calls

Schema Files Consideration

One thing to keep in mind is that the e.net Diagnostics program will not be able to load sample business object schemas by default if you install it on a SYSPRO client machine. Schema files for business objects are only found on the SYSPRO server. To retrieve sample schemas on a client machine, you will have to edit the program’s settings to point to the “Schemas” folder on the SYSPRO server or copy the schema files from the server to your client machine. You can change the schema directory by going to File Settings Specify Schema Path.

SYSPRO Schema Path

SYSPRO e.net EstesWay

The e.net Diagnostics Tool by SYSPRO facilitates testing, learning, and development with business objects by allowing users to load sample schemas and conduct transactions conveniently through a user-friendly interface, requiring logon credentials including WCF service base address and SYSPRO operator information, and offering the option to edit business object details and validate transactions before posting, with a note that schema files are only available on the SYSPRO server and may need to be manually retrieved or configured on client machines.

EstesGroup ERP and IT consultants provide valuable expertise and support for organizations leveraging SYSPRO ERP, offering comprehensive assistance in maximizing the utilization of SYSPRO’s functionalities.

With deep understanding of SYSPRO’s capabilities and extensive experience in ERP implementation and optimization, EstesGroup consultants can aid businesses in streamlining processes, enhancing system integration, and optimizing workflow efficiency. Whether it’s tailoring the e.net Diagnostics Tool to suit specific business needs, providing guidance on best practices for SYSPRO configuration, or offering training and ongoing support for users, we serve as trusted partners in driving success with SYSPRO ERP solutions.