Epicor Strategic Assessment

Powering the Future of Your Business

At ICM, our initial ‘Strategic Assessment’ phase is about building a solid foundation for your Epicor implementation. We start by closely understanding your unique business needs. This involves deep discussions to uncover key information about your processes, challenges, and goals. Our team is dedicated to not just knowing your company but also understanding it, ensuring a tailored approach for your Epicor implementation. This first step is crucial for laying the groundwork for a successful partnership and project.

Epicor Practice - Our 6 Sprint Phases

ICM’s Strategic Assessment is a multi-phase journey, beginning with Project Preparation and Launch, where we align our team with your vision. This is followed by Final Discovery and Alignment, ensuring our strategies resonate with your specific needs. The System Simulation and Client Validation phase allows for a practical view of potential solutions. Testing, Validation, and System Freeze ensure robustness before Final Preparation and Cutover. The journey culminates in Stabilization and Operation, where we ensure a smooth transition and operational success.

Project Prep and Launch

Setting the stage for success by understanding your business and establishing project scope.

Final Discovery and Alignment

Refining insights and ensuring our strategies are in lockstep with best business practices.

System Simulation and Client Validation

Hands-on training and fine-tuning to prepare for your live Epicor environment.

Testing, Validation and System Freeze

Ensuring readiness for launch with rigorous checks and a robust action plan.

Final Prep and Cutover

Orchestrating the transition to go-live with focused support and attention to detail.

Stabilization and Operation

Providing ongoing assistance to address post-launch challenges and support business growth.

The Right Strategy - Laying the Groundwork

We begin by learning the specifics of your business to define the scope of your project. This phase is about laying the groundwork, ensuring that the Epicor implementation is planned in accordance with your unique business requirements.

This phase is dedicated to refining our understanding and aligning our approach with your business. We focus on finalizing the details that will steer the project, ensuring that the solutions we propose are fully synced with your established practices.

Key Considerations for Your Epicor Journey [Excerpt]

Identifying Your Production Type​

Our strategic assessment includes determining your production type, whether it’s make to order, make to stock, or another model. This allows us to understand the dynamics of your production process and suggest improvements or integrations that cater specifically to your manufacturing needs.

Project Management & Billing Strategies

In our strategic assessment, we delve into your company’s billing methods, focusing on milestone billing and revenue recognition practices. This helps us tailor our approach to align with your financial processes, ensuring a seamless integration of our solutions with your existing systems.

Evaluating Your Manufacturing Process

We assess your manufacturing process to understand whether it’s more aligned with make-to-order, configure-to-order, or another method. This evaluation helps us tailor our solutions to your specific manufacturing needs, ensuring optimal alignment with your operational workflow.

Inventory Turnover and Best Practices

We assess your inventory turnover frequency and compare it with industry best practices. This evaluation helps us to pinpoint areas for improvement in inventory management, ensuring that your operations are optimized for efficiency and aligned with the best standards in your industry.

Benefits of implementing Epicor

In today’s fast-paced business environment, staying ahead means leveraging the right tools to optimize your operations. Epicor ERP offers a suite of applications designed to integrate various aspects of business management, giving you the power to streamline your processes and enhance decision-making. Here’s how implementing Epicor can make a tangible difference in your day-to-day business activities and long-term strategic goals:

  • Integrated Solutions

    Epicor offers a suite of integrated applications for business management, including finance, manufacturing, supply chain, sales, and project management, which can lead to more cohesive operations.

  • Improved Efficiency

    Automation of routine tasks and better workflow management help reduce manual processes, leading to improved operational efficiency and productivity.

  • Enhanced Data Analysis

    Real-time data and analytics tools provide businesses with actionable insights, enabling more informed decision-making and strategic planning.