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Epicor Kinetic ERP Consulting Services

Expert Epicor Kinetic ERP Consulting, Support & Training
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EstesGroup – An ERP Consulting Services Provider for Epicor Kinetic

What is Epicor ERP

EstesGroup’s Epicor Kinetic consultants understand that manufacturing performance depends on the relationship between production planning, shop floor execution, inventory, engineering, and financial management. With decades of experience supporting Epicor ERP, from Epicor 9 and 10 to Kinetic, we help manufacturers solve operational challenges, strengthen business processes, and make informed technology decisions. We know Epicor because we know manufacturing, and we care about the people shaping the industry.

Epicor is a leading enterprise resource planning (ERP) software solution designed to help manufacturers and complex businesses integrate and manage operations across finance, supply chain, production, inventory, and customer service. With deep industry functionality, Epicor ERP supports real-time data visibility, process automation, and scalable growth. Whether you’re using Epicor 9, Epicor 10, or the latest Epicor Kinetic platform, EstesGroup provides expert consulting, support, and cloud solutions to ensure your ERP investment delivers long-term value.

Epicor® ERP is purpose-built for manufacturers and other complex businesses that require deep operational control, real-time data, and scalable infrastructure. At EstesGroup, we specialize in Epicor ERP across all versions—including Epicor 9, Epicor 10, and the modern, browser-based Epicor Kinetic platform. From implementation and customization to ongoing optimization and cloud hosting, our consultants deliver end-to-end support tailored to your industry. With decades of experience, we help you reduce risk, improve performance, and get lasting value from your ERP investment. Whether you’re upgrading legacy Epicor systems or moving Epicor ERP to the cloud, EstesGroup is your long-term strategic partner.

Our ERP consulting services team consists of veterans within the industry. Moreover, we’ve helped ERP clients for more than two decades. Time and time again, our consultants prove that a successful ERP implementation brings new value to every aspect of your business. First, we give your company seasoned consultants. Next, we help you choose your solution. Finally, we give you a proven methodology. Without this process, your implementation could derail into a cacophony of unneeded customizations, poorly defined processes, and performance issues. Therefore, your Epicor consulting partner should give you the best consultants for your industry and proof of your future success.

Epicor ERP Consulting Services

First of all, our ERP consulting services involve an in-depth Process Review. Basically, we work to understand your business and your needs. This is very similar to a traditional Business Process Review. However, it’s specifically geared towards assessing the functionality of your business and how your processes can be streamlined through a product like Epicor ERP. At EstesGroup, we do not take this step lightly. As can be seen throughout our case studies, we are as thorough as possible to ensure success. Above all, the ERP consulting services and solutions we recommend are the best fit for your business. Even if Epicor’s products possess capabilities that are unparalleled in the realm of ERP software, they might not be the right fit for your business. Therefore, through a customized ERP demo from our specialists, you can discover for yourself if an Epicor product is the right solution for your business model.

 

Another consulting service we provide is in-depth training of users who will interface with the ERP system. As a result, everyone is trained well before the rollout. This enables a clean adoption of the new system. In our experience, we’ve found that most resistance to change primarily stems from not fully understanding the system. In addition to everything else, we are available 24/7 to help with both your ERP and your IT goals.

 

Every implementation of Epicor ERP is a tailored solution. In other words, each business has its own unique needs, and our consultants strategize around specifics. Fortunately, your ERP system can be customized to provide a wonderful user experience that will set your team up to excel in their functional roles. For example, Epicor applications can be configured in a number of ways depending on the tools your employees currently use and feel the most comfortable with.

Our Epicor customization services include:

  • SQL Server Reporting Services (SSRS) – Create custom database reports to provide the information you need without having to sift and compile reams of data.
  • Custom Management Dashboards – Analyze KPIs anytime and update in real-time. As a result, you are constantly aware of important metrics. In addition, you have the ability to dig into that data for deeper insights.
  • Service Connect – Create custom processes to pull information, make changes, and trigger updates based on the unique needs of your company.

In order to run Epicor ERP for your business, you’ll need a dedicated server. If you intend to host the system on-premise, we’d be happy to help you with the process of setting that up. Likewise, if you’re looking for an Epicor ERP cloud hosting solution, we can help with that as well. For instance, you might need to comply with certain regulations, such as NIST or CMMC. In addition, you might prefer a decentralized backup system. If an on-premise installation isn’t a good fit, EstesGroup can host your system on our secure remote servers. If you choose to have EstesCloud managed services host your system, you will still maintain full ownership of the software, the data, and the licensing. That is to say, you retain full control, and we’re there to help as needed. In the end, you get 100% support for your technology and your business.

We provide ERP services for implementations, upgrades, and optimization efforts

  • Looking to implement your first ERP for your enterprise? In support of your selection efforts, our consulting team can give you software demonstrations and help you with selection criteria. Then, we help with strategy, methodology, and implementation.
  • Looking to upgrade from previous versions or products made by Epicor? To that end, we can analyze your ERP history and help you upgrade efficiently. Then, we can provide ongoing support as needed.
  • Are you a company that intends to migrate from your current ERP over to Epicor ERP? In addition to migration services, we offer the training your users need for an effortless transition. Moreover, we’ve helped countless companies with complex migration needs.
  • Do you need an Epicor ERP re-implementation? Unfortunately, unsuccessful rollouts happen. Fortunately, we’ve helped many clients re-implement ERP, to the benefit of their business.
  • Is your ERP implementation struggling to gain traction? Or do you see problems with your current rollout? In addition to re-implementations, we also help companies prevent the need for a rescue. Finally, you’ll find the path you need for success.

Our Epicor ERP Modules

Epicor Kinetic ERP Modules and Capabilities

Epicor Kinetic provides manufacturers with connected capabilities for finance, production, inventory, supply chain operations, customer management, and business planning. Its ERP modules support the daily work of manufacturing while improving access to operational and financial information.

When additional functionality is required, EstesGroup helps manufacturers assess and configure third-party integrations, including payment processing, CAD applications, and other business systems. The first consideration is whether existing Epicor Kinetic functionality can meet the requirement without introducing unnecessary integration complexity.

Customer Relationship Management

Manage customer information, sales opportunities, contacts, and account activity with greater visibility into customer relationships.

Financial Management

Support general ledger, accounts payable, accounts receivable, budgeting, and financial reporting within manufacturing operations.

Human Capital Management

Connect workforce requirements with operational planning and assess supporting human resources applications where additional capabilities are needed.

Planning and Scheduling

Coordinate production schedules, material requirements, capacity, and manufacturing resources to support reliable delivery.

Product Management

Manage product definitions, engineering data, bills of materials, and product-related processes throughout manufacturing.

Project Management

Track project activities, resources, costs, budgets, and progress for project-based manufacturing and engineering operations.

Sales Management

Support quotations, sales orders, pricing, customer demand, and order fulfillment through connected commercial processes.

Service and Asset Management

Coordinate service activities, maintenance, equipment records, and asset-related operations to improve service visibility.

Supply Chain Management

Connect purchasing, supplier activity, inventory management, warehousing, and material movement with manufacturing requirements and customer demand.

The Right Capabilities. The Right Connections.

EstesGroup helps manufacturers determine which Epicor Kinetic capabilities meet their requirements, where additional applications are warranted, and how integrations should be configured to support dependable business processes.

EstesGroup partners with the best third-party applications for Epicor® ERP.

Whether you deploy Epicor ERP on-premise, SaaS, or in a private, hosted cloud, 3rd-party product companies can greatly improve targeted areas of your business. Most importantly, EstesGroup is well-versed in these applications and how best they will benefit your company. Not all companies have added complexities that require more than what comes with Epicor ERP Modules. However, for those who need added functionality, EstesGroup is a great place to start.

Epicor Kinetic Consulting, Implementation & Support

Manufacturing depends on the relationship between production, inventory, engineering, finance, and the people responsible for each. EstesGroup helps manufacturers make those relationships work through experienced Epicor Kinetic consulting, implementation, training, and technical support.

From Epicor 9 and 10 to Epicor Kinetic, our consultants bring decades of ERP experience to the details that determine manufacturing performance. We understand the software, but we begin with your business.

Epicor Kinetic Consulting

Resolve operational challenges, improve ERP configuration, and strengthen the relationship between production, inventory, purchasing, costing, and financial reporting.

ERP Implementation & Upgrades

Plan and execute Epicor Kinetic implementations and upgrades with careful attention to process design, data migration, testing, training, and production readiness.

Manufacturing ERP Training

Give planners, buyers, production teams, engineers, and financial staff the knowledge to use Epicor Kinetic confidently in their daily work.

Integrations & Development

Connect Epicor Kinetic with CAD, EDI, shop floor applications, reporting tools, and third-party systems while protecting data quality and process reliability.

Epicor Cloud Readiness

Prepare for Epicor Cloud by assessing application dependencies, integrations, identity and access, security requirements, and the systems connected to Kinetic.

Managed IT & Disaster Recovery

Support the infrastructure surrounding your ERP system with managed IT, cybersecurity, cloud services, and business continuity planning.

ERP Expertise When You Need It

Whether you need help with a manufacturing challenge, an Epicor Kinetic implementation, or ongoing ERP support, EstesGroup brings experienced consultants, technical knowledge, and genuine care to every engagement.

Ready to optimize your Epicor® ERP system? Fill out the form to connect with EstesGroup’s expert consultants for personalized ERP support, training, or cloud solutions.

Fast, Personalized, Proven IT & ERP Expertise

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