Epicor in a Box

Our Approach

Epicor in a Box - The Vision

Epicor in a Box is a comprehensive solution aimed at optimizing the sales cycle through seamless system integration. It promises a suite of deliverables that encompass functionality, features, and cost-benefit analysis tailored to meet the specific needs of your business. The deployment model adheres to industry and Epicor best practices, ensuring a process that is both repeatable and predictable.

Our focus on continuous improvement and maintaining a closed-loop system signifies our commitment to delivering world-class value. By leveraging Epicor in a Box, businesses can expect a reliable, high-value integration experience designed for robust performance and scalability.

The Epicor Company in a Box Framework

Before diving into our visual guide, it’s important to understand that the ‘Epicor Company in a Box’ framework is designed to streamline complex business processes into a structured and scalable model. This model supports the unique ways in which companies deploy Epicor solutions, ensuring they align with the company’s specific objectives and operational needs. Here we present an overview of the logical build-out of business scenarios and the foundational strategies for deployment, highlighting our commitment to flexibility and precision in system integration.

The depicted flowchart simplifies the complex architecture of business operations, breaking down the overarching ‘Business Scenarios’ into executable components. It emphasizes the systematic nature of business planning where each process is integral to the larger framework, ensuring a cohesive strategy.

The deployment strategies highlighted reflect a flexible approach to organizational design. Whether it’s a ‘Top Down’ strategy, which starts with the end goal in mind, a ‘Bottom Up’ approach that builds from the ground up, or a ‘Mid Level’ strategy that merges both perspectives, the aim is to cater to varied business needs and ensure a solid foundation for any project.

The callout for ‘Other Specialized Business Scenarios’ serves as a reminder that while standard models provide a baseline, the need for customized solutions is crucial for unique business challenges, which we at ICM America also focus on and prominently feature in our projects.

Agile & Scrum: Methodologies and Frameworks


A structured, evidence-based methodology designed for team-centric development and execution, fostering efficient delivery of customer-focused results.


A project management approach that emphasizes cross-functional collaboration and continuous improvement. It divides projects into smaller phases and cycles through planning, execution, and evaluation.

Agile and Scrum methodologies provide a dynamic and flexible foundation for project management, emphasizing iterative development, team collaboration, and responsiveness to change. This adaptive approach is integral to our work streams, which are designed to encapsulate the full spectrum of project execution within a structured yet agile environment.

Transitioning from Methodology to Execution

PMO in a Box

embodies the Scrum roles and responsibilities, structuring the Project Management Office to support cross-functional teams and facilitate Scrum events, from sprints to retrospectives.

Discovery in a Box

acts as the inception phase, where expectations and deliverables are clarified in alignment with Agile planning principles. This sets the stage for strategic project development.

ERP in a Box

taking cues from Agile’s development and iteration stages, involves configuring the Epicor Kinetic System through iterative cycles, ensuring each build meets the stakeholder requirements and quality benchmarks.

Data Integrity in a Box

follows Agile’s testing and validation ethos, focusing on data cleansing and standardization to maintain the integrity of the system throughout its lifecycle.

Train the Trainer in a Box

aligns with the Agile maintenance stage, ensuring ongoing organizational readiness and capability development, equipping teams with the knowledge to sustain and evolve the system.

Change Management in a Box

is akin to Agile’s retirement stage but goes beyond, aiming for a transformation that is not just a conclusion but also a new beginning for continuous improvement and business agility.

Six Workstreams: Objectives & Metrics

In our methodology, we focus on six fundamental workstreams that form the bedrock of our “in-a-box” approach. This strategy guarantees robust processes that can be executed efficiently.

Project Management

Objective: Efficiently manage project timelines and resources.

Metrics: Timely completion of project milestones, resource allocation accuracy.


Objective: Identify project requirements and goals.

Metrics: Number of key requirements identified. Also: progress in defining project scope.

System Configuration

Objective: Configure and optimize systems to meet project needs.

Metrics: Number of system configurations completed, system performance metrics.

Data Configuration

Objective: Define and structure project data requirements.

Metrics: Accuracy of data configuration. Adherence to data standards.


Business Readiness

Objective: Ensure the organization is ready for the changes introduced.

Metrics: Training completion rates, user readiness assessments.

Business Transformation

Objective: Facilitate smooth transitions and manage change impact.

Metrics: Stakeholder satisfaction, successful adoption of changes.

Put into Practice: Implementation into Monday.com

Monday.com for Real-Time Collaboration and Tracking

Integrating our workstreams into Monday.com offers real-time tracking and collaboration from any location. This simplifies project management, allowing for easy updates and progress monitoring. The platform’s user-friendly design and customizable features support efficient resource allocation and decision-making, enhancing productivity and teamwork in our dynamic work environment.

Sprint Planning in Epicor Projects

With Monday.com, our Sprint Planning becomes more structured and efficient. The platform aids in organizing and prioritizing tasks for each sprint, promoting clear communication and goal alignment within the team. This streamlined approach leads to more effective sprints and improved project tracking, enhancing overall productivity.