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Software & Vendor Selection: Where to Look

Software & Vendor Selection: Where to Look

The Best ERP Software Begins with the Best People

At every step, from software selection to ERP implementation, people are always your best resource.

Software and Vendor Selection Team

Back-feed your software & vendor selection script with experiential feedback.

Now that the internal part of the work is done, you can start contacting people outside of your business to help with your software & vendor selection process. Before you call any vendors or developers, there is another step. Peer and expert help is a good idea, especially when considering new enterprise resource planning (ERP) software.

Where to look for feedback and ideas

Advice from industry peers and other groups will help you understand your software application options. Cloud-based ERP education is easy to come by, but it is important to have a trusted person explain the fine print. ERP solutions are often sold in a pure SaaS (Software as a Service) deployment, and this might not be the perfect fit for your business. You might be a small business looking for your first ERP software solution, or you might be a complex manufacturing company looking for the real-time flexibility of a cloud hosted ERP system.

We all have friends from previous jobs and alumni groups that we can lean on when making big business decisions. The internet is full of advice and much of it is useful. Chase answers, seek multiple views, and engage in a business process review if you’d like an assessment of where you’re at before adding anything new to the mix. An ERP vendor will give you one perspective, and those near and dear to your internal business processes might have different opinions.

Keep your search organized

Develop a questionnaire. This will help keep the members of your team unified when they begin gathering information. The questionnaire also keeps the questions useful. For example, the question “Did you like the software?” is not a very powerful question. Instead, use questions such as, “What was the primary requirement you wanted to satisfy?” Then you might follow up with a related question like, “In what specific ways did the software satisfy that requirement?” The final value of your questionnaire is that you will be able to compare and relate responses from a variety of sources to each other. You will also be able to develop a value scale that can allow you to have an objective scale to compare the responses and their value to your business.

Talk to people 

When trying to choose ERP software, it is helpful to contact people from industry and trade groups. These will often be businesses that are similar to yours and their input can be useful in helping you make your decision. Use a little caution and avoid sharing where your next growth is expected and understand these businesses will be wary of sharing anything that might allow you to become a better competitor.

Your CPA and other resources that you have can benefit you as well when selecting software. Other clients that your CPA has might have been through a software search of their own. At this stage, you are not ready to take action yet and your CPA probably is ready and willing to act as a consultant helping in your search for a fee.

Use the internet for software & vendor selection research

The internet can provide examples of other businesses who have experience with software selection. Often you can find these businesses on the fifth page of your Google search and once you find them, even a quick phone call will frequently yield a person who directly participated in their selection and software implementation and has useful experiences to share. Many people are more than willing to help if you ask them.

Now take action

Once you have done your research, you might first decide to re-evaluate your requirement list. You might find some listed requirements to be of less value than originally considered or have found a point from one of your sources that should be added to your requirement list. Through this research, you probably learned of a software provider, previously unknown to you, that was highly recommended. You certainly learned new ways that others found that helped in their search or even helped their business operations after their implementation. You also learned of search actions others would have done differently if there were an opportunity to make their search again.

Now you can develop a list of only a few software providers or brands that likely will be beneficial to you. An internet search might list a thousand systems, which are too many to evaluate. Focus on your short list and begin contacting those few. The goods or services you offer will greatly benefit from new solution, whether you’re adding a third-party business intelligence platform or a new accounting software to your resource pool.

Remember that people are your best resources for ERP and more

Mid-sized manufacturing and distribution companies are especially vulnerable right now to supply chain management issues. Make sure you have the in-house human resources it takes to ensure that warehouses managed during a pandemic are restored to pre-crisis stability. If you need help with inventory management, enterprise risk management, cloud migration, or other critical business operations, EstesGroup offers you a one-stop-shop approach to operational optimization.

Are you ready to talk to a software & vendor selection expert? Let’s begin a conversation today.

Ask an IT or ERP expert a question now.

Understanding the New Client Architecture of Prophet 21

Understanding the New Client Architecture of Prophet 21

Software development never stands still. I remember a time where I felt like I had finally come to understand DataSets, DataTables, DataRows and DataViews, only to have a much more experienced developer inform me that the System.Data namespace was old, antiquated, and no longer used in the development of cutting-edge applications. I had walked the prescribed trail, only to realize that it dead-ended in a software swamp.

Epicor Prophet 21 Warehouse Worker

The implications of such rapid movements in application development are significant, as software vendors often find themselves down similar dead ends and are forced to backtrack their way out of them. I liken software applications to my great-grandaddy’s venerable old axe: two new heads and seven new handles later, yet still seen by everyone in the family as the same axe.

Like the axe, Epicor’s Prophet 21 ERP application has been refitted over time. P21 helps distribution companies with a variety of features and capabilities. But like many such applications, the vendor found that over time, there was a need to reshape the application as to better position it for future use. Limitations to the existing architecture could not support the long-term needs of the industry. For that reason, Epicor has been reworking and fine-tuning its P21 architecture, moving towards a more scalable, interoperable and accessible application. Understanding where P21 has been and where it’s going can be of great use for customers, as to help them chart a course for the future. 

The Old Prophet 21

Epicor’s E10 application followed an infrastructure that separated the user client, the application server, and the database itself. For someone coming from Epicor 10, P21’s original architecture might look a little strange. Traditionally, P21 employed a fat client architecture, in which a large amount of business logic was housed in the 32-bit client itself, and this client communicated with the database. A liability of this approach was the difficulty in deploying a full API that could be accessed externally. Also, this model created natural limits to the number of clients that could share a single terminal server, due to the size and scope of the fat client.

The New Epicor Model

As Epicor sought to develop a more robust and accessible platform, changes were made both to the client and the overall architecture. Epicor’s updated architecture inserted a new layer, referred to as the “Middleware Server,” that serves as an intermediary between the client and the database, and provides the foundation for API-level interactions. 

Logic that had previously resided in the “fat client” desktop version was moved into the middleware layer. This architecture more closely resembles Epicor’s E10 application server-based architecture. Communication with the middleware server occurs using Secure Socket Layer (SSL) protocol. This allows you to connect without the need for direct access to the network or a VPN connection. A web connection and an SSL certificate are all you need.

Beyond the API benefits, another benefit of this approach comes from performance, as the middleware server supports as much as twice as many clients as can be supported by a terminal server with the traditional fat client. For customers with high user counts, Prophet 21’s new architecture supports multiple load-balanced middleware servers.

Client Types: Understanding Your New P21 Options

From a client interaction perspective, two new options were developed to support the new architecture:

  • Web Client: The web client is a browser-based capability, allowing customers to access their system from a PC, a tablet or a mobile device.
  • Hybrid Client: The hybrid client meets the needs of customers who like the look and feel of a traditional desktop application, but wish to leverage the capabilities and features of the updated web client. The hybrid client installs like a normal Windows application, and connects directly to the middleware server, without the use of a browser.

Desktop Client – A Line in the Sand

Initially, Epicor’s web client lacked some of the functionality available with the traditional client, making things like DynaChange screen modifications difficult to accomplish without a traditional client. But as Epicor ramped up the capabilities of the web client, these differences have fallen off, such that as of spring of 2021, new P21 features will be available only in the web and hybrid clients. 

Epicor will slowly migrate away from traditional desktop application. By the fall 0f 2021, Epicor will no longer develop and release new versions of the desktop client. By the end of the year, Epicor will no longer release fixes for the desktop client. For P21 customers, this will require all users to migrate to the new architecture, both to retain support and to capitalize on the benefits of the newer releases.

The bottom line for P21 customers is clear: they can migrate to the new architecture or else work on the legacy platform, in an unimproved and unsupported state. In making this move, there are a few additional considerations to be made relative to the Prophet 21 deployment options available.

SaaS or Private Cloud Hosting for Epicor P21 Applications

Customers may opt to choose Epicor’s SaaS solution and place their application under Epicor’s control. This amounts to making two significant shifts, and many customers may not be sufficiently confident in Epicor’s SaaS solution to make the move. For customers suspect of SaaS, but looking for cloud options to host their new P21 architecture, private cloud hosting for ERP combines the new architecture with P21’s full functionality, without the hardware investments that come with an on-premise install.

Do you need help understanding your P21 deployment options? Do you need help migrating your existing architecture to take advantage of Epicor’s new features and capabilities? Give us a call — we are the #1 Prophet 21 consultancy in the nation, and we’d love to make you our “client”!

Warehouse & Inventory Management

Are you a wholesale distributor and planning for new P21 features and capabilities? Please take our survey as a step towards understanding the new client architecture of Prophet 21 and how it relates to your future!

Getting Selective with Software Selection

Getting Selective with Software Selection

Begin by gathering both business requirements & software requirements

After all that inward looking, it is time for some more inward looking. It’s now time to set a basis for communication that will help keep current and future software projects on track. It’s time to begin the process of discovering and sorting out the real requirements for your business as they relate to software acquisition.

Cloud Software Selection Process

A conversation that leads to a complete requirement list

When it feels like every possible software and technology requirement is on the table, publish the list for your entire company to review it. Let the whole business know what software is under consideration and what you hope to achieve through the new software. This could be a subject for the next company-wide get-together or a post on the company intranet. Give everyone a little time to consider the potential requirement list and ask for feedback. The guy at the shipping dock might offer an idea no one yet thought of. A remote worker might demand additional integrations in order to optimize a virtual office.

Try to separate the team members from the business processes to let your selection project entertain every product or service that could benefit both people and infrastructure. This is especially important when considering ERP systems. Every software system has its challenges, but as companies grow and enterprise resource planning increases in complexity, due diligence in the software selection process will overcome both high level and more detailed problems along the way.

Your software selection team

Always choose a selection team that represents departments from across your business. You will have some managers and directors, but also include people who will benefit from working on this project by getting to know the bosses while contributing to the cause.

Your potential requirements list is probably quite long, so take a comprehensive approach when it comes to team building. When it comes to software requirements, specification is key. When you have a talented team working together to brainstorm every potential problem and solution, you’ll likely surface a long list of needs and expectations. Likely some of the items are duplicates, or very similar. Combine those and shorten the list a little. It is not yet time to strike any ideas out yet. And avoid assumptions: take time to understand what the proposals really mean lest any good ideas become diluted beyond the original intention.

Look for requirements that probably cannot be helped by this particular software acquisition. Don’t simply strike the idea; move it to another list for future consideration. Someone thought they had a requirement to be solved, so keep it as it still needs a resolution, just not now with this particular software.

Prioritize software selection process outcomes

Prioritizing is the next step. Split your list into one section that truly is a requirement and another that is very nice to have but truly less than a requirement. Sort each section into your best consensus of priority. Theoretically, the required list is all number one, but there is still a good chance that less than 100% can be attained. A software selection process doesn’t always end with a new software. Keep an open mind when considering all options and how they might affect your business. Stuck on old software or technology? A growing manufacturing company will struggle without the move to an ERP software, and an ERP system will most likely benefit from a cloud hosting environment. Know your history and know your goals and choose your system and its deployment model wisely.

Communicate still more

Time now for more communication. This time upwards: meet with your executive sponsor and consider each requirement again. Be certain your sponsor agrees with your breakout of priorities and good ideas, and also with the sorting. Your sponsor might have other ideas too on how to revise some items, or they might have entirely new items for the list. Your executive sponsor must agree with the requirement list and commit to supporting your future efforts.

Communicate again with the rest of your business by sharing the current requirement list and a second list of items you hope to achieve. Let all know you will soon look for software that meets every one of the required points and as many as possible of the nice-to-have list as well. Be sure to thank everyone who helped with requirement points and with the enterprise evaluation of your requirements.

Will cloud technology change your software selection process?

Could a private cloud environment save you software headaches in the future?

Chat with us now to get a personalized demo of what your business would look like in the cloud.

How To Begin Your Software Selection

How To Begin Your Software Selection

Toward a Simple Software Selection Process

A very typical software selection process begins by clicking on “I am interested” after reading about a software product. Someone replies, and pretty soon a salesperson has you convinced their product will have you living the Life of Riley.

Is that narrative oversimplified? Maybe, but all of us have followed that process at times and possibly even with enterprise-level software products such as Enterprise Resource Planning, or ERP solutions

ERP Software Selection

A simple selection process can work because there are many very good systems on the market, and they are flexible enough that good value is there for many businesses. None of us knows what we don’t know. Choosing an off-the-shelf software could lead to an 80% or even 90% satisfaction, but the 100% solution we hoped for could be beyond reach.

Software Selection First Steps: Look Inward First

Rather than taking a chance, consider yourself, your business, and your co-workers. You might have had past success at developing workarounds to resolve little shortfalls in software. The cost wasn’t too high, and the work still got done. There is nothing wrong with this approach and possibly a lot right. The workaround gave someone in your business a successful win. You did not need to pay any additional money to arrive at your satisfactory solution.

The Old ERP & the New ERP

On the other hand, you might want to replace an ERP that your business has used for many years, and although it began as off-the-shelf, you have modified and customized it over the years. Your users are comfortable with the software, and their work gets done well. That legacy system is not available now and can no longer be maintained. Do you want to get another similar system and begin again to modify and customize it?

Software in the Cloud

Today we need to consider the platform in addition to the software itself. In the past, companies bought software and installed it on in-house servers and managed the system internally. However, many ERP systems run in the cloud now. 

Cloud-ready software, like SYSPRO or Prophet 21, requires substantially less money up front and the maintenance is provided as a part of the ongoing fee. For many the total cost of ownership is much less than running a system on your own server.

But What Cloud?

There are several varieties of cloud, beyond cumulus or cirrus. A very common option is a shared system provided by the software company. The software is a single instance and each multi-tenant customer has secured storage for their own data. You set your own configurations and can personalize user interfaces. But little or no customization is available, as that single instance is shared. Integration of other systems might be possible, but automatically updating files or uploading data from another system will be tightly controlled by the software cloud managers.

A second option is single tenancy where you have your own instance of the software in the cloud and your data is similarly secured. Here your options to customize or integrate are a little more flexible, but the ongoing cost is higher.

The third option is to purchase the on-premises version of the software but install it in a cloud server. With this option, the system is yours to customize or integrate as your business needs. But the system is yours so that your business also must manage ongoing maintenance. You have many options related to the software and to the platform. 

Consider carefully how your system will work best for your needs and with your style of operating. Only after knowing your own business and its culture and style should you begin a search for your future software.

Do you need help with software selection or management? Contact us now, chat with us, or ask an expert about IT or ERP. We love to talk about ERP software. EstesGroup provides a unique value to businesses like yours: we understand your software and its underlying technology. Learn more about our EstesCloud managed services and how EstesGroup ERP & IT consultants work together to help you optimize your infrastructure so that you can focus on the work you love while we secure your foundations.

5 Takeaways from the Microsoft Exchange Server Attack

5 Takeaways from the Microsoft Exchange Server Attack

A Microsoft Exchange Server Attack Caused Hours of Downtime for Businesses Around the Globe

Last week’s Microsoft Exchange Server attack underscores the liabilities of on-premise architectures compared to their cloud counterparts. On Friday, March 5th, 2021, a zero-day Microsoft Exchange vulnerability was found being exploited across the globe. It affected on-premise Exchange servers, all versions, and allowed the attacker to read emails, exfiltrate data and run the “code of attackers” choice. Unfortunately, a zero-day exploit is one that usually doesn’t have any patches against it. In short, if you had an Exchange Server out on the internet, then it COULD likely have been compromised.

A computer popup box screen warning of a system being hacked, compromised software enviroment. 3D illustration.

Our Break-Fix Client’s Last On-Premise Exchange Server Was Compromised

Microsoft (thankfully) moved quickly, and released a LOT of information, much of it confusing, with many incorrect links. It took our team some time to weed through the chaff and get the actionable tasks from it. The patches are out now, thankfully. It might take your IT folks 4 or 5 hours to install them, and yes, it’s Exchange/email downtime to get them there.

What’s the answer?  I’d say “defense in depth”:

Here are 5 steps you can take to mitigate the potential damage of the Microsoft Exchange Server attack:

  1. PatchingPatch publicly exposed servers quickly and completely.
  2. Zero Trust – Once your servers are built, and before they are exposed to the internet, lock them down! Malware protection can help, but Zero Trust is the ultimate malware protection!
  3. Cyber Insurance – Offload the risk to the insurance company.
  4. Migration – Move the service to a more agile company. Microsoft Office 365 was not vulnerable to this exploit.
  5. Backups –  Enough said.

These 5 steps can be takeaway lessons for even those unaffected by this security breach. Cloud computing costs are decreasing while increasing cybersecurity availability via affordability. Talk to our IT specialists to learn more about how cloud technology can protect your business.

 

SQL Server: Turning Tips and Playing Tricks

SQL Server: Turning Tips and Playing Tricks

SQL Server Configuration, Tuning & Optimization

The perspectivism of an ERP system shifts based on one’s point of reference. To an end user, an ERP system might simply be a series of screens from which one enters and extracts data. But to an ERP administrator, the view from behind the curtain might be quite different.

For an Epicor admin, the Epicor ERP application’s curtain call generally includes a number of actors: the application server, the database server, and the end user client install among them. Each of these layers requires different tricks and techniques to keep them running smoothly.

Learn about SQL Server by watching an Epicor consulting video presentation:

SQL Server Training

Server-side wisdom is not attained simply by paying for the next round. Much of this kind of information is acquired by doing. There are guide books and training materials, of course, but these cover what we tend to call the “happy path” — and anything that veers off that path is uncharted. Also, there is a certain truism about software vendors keeping their cards close. I once had an instructor shut down one of my end-of-class questions simply: “I could tell you, but I’d have to bill you for it.”

Common Epicor Admin Tasks

In that light, we thought that it would be helpful to openly discuss some of the SQL Server tools and tricks of the trade, as to assist Epicor admins and members of the user community in solving common SQL server tasks. In the above video, recorded at a past EstesGroup User Summit, Daryl Sirota, EstesGroup’s Director of Technical Services, goes over some key SQL Server considerations that cover the range of challenges that a system administrator may encounter in managing the Epicor ecosystem, including the following:

Licensing

SQL Server licensing models vary, often by the number of users vs. the number of cores. An important consideration with licensing is scalability. The more you look to scale an environment, the more licenses you may require. Moreover, how you deploy SSRS vis-à-vis also adds potential licensing complications. We would recommend that you explore the options in constructing your SQL server environments to manage these licensing concerns.

Security

Database security begins with understanding who has admin access to a given database (be it a user with physical access, a database owner, or a local SQL admin or Windows administrator). Beyond basic access, a border concern has to do with understanding how data is leaving the database — whether through replication, application access, an external API or a basic user download. Understanding how your data may leave the server is a good starting point to understanding how to safeguard it through cybersecurity or endpoint security.

Backups

Backing up your data for future disaster recovery scenarios introduces a number of challenges. Firstly, it should be clear that backing up your data is not enough. You need to test your backups to make sure they are complete and can be restored properly. Moreover, RTO and RPO considerations extend beyond an individual DB. Backing up an individual database is one thing. Another equally important element is being able to back up and restore your entire SQL server. Disasters can happen to an individual DB or to your entire server, and different strategies will be required, depending on the kind of failure.

Performance

There are a number of simple steps that can be taken to optimize performance. First, confirm that you’ve formatted drives to a 64K cluster size, to optimize efficiencies. Another step might be as simple as separating the database and transactional log volumes, due to their different IO patterns. Additional decisions, such as how you choose to allocate data, or how to separate the SQL engine from SSRS, can also impact performance.

Redundancy & Availability

Redundancy is less about backup and disaster recovery than it is about constructing a server environment that is sufficiently resilient, such that the overall system can operate even when one of its components fails. This might involve virtual machine replication, in order to provide redundant database servers. In our ECHO managed hosting environment, for instance, our SQL servers are replicated such that if SQL server were to go down, a redundant VM steps in and takes its place.

A SQL Server Maintenance Plan

Beyond the above, a number of PowerShell and SQL scripts can be put to use to complete a number of common tasks, such as copying a production environment to a test instance, truncating transaction logs, updating the task agent settings or recreating SQL replication in support of e-commerce solutions.