The essence of reaching out for help is never an easy task. We live in a “can do” society, where independence and self-sufficiency often define who we are or at least how we are perceived by others. The acclimation of stating that you just clearly do not know the answer to an unspoken question can be daunting for some and often forbidden. Therefore, we “spin our wheels” for hours on end, attempting to solve our own issues or enlighten ourselves with the answers to our own questions. Here’s where managed services providers can step in and lighten the load or deliver clear direction that leads to clear results.

an image of encompass solutions managed services providers at their desks helping Epicor customers.

The important thing is not to stop questioning. Curiosity has its own reason for existing.

-Albert Einstein

How Managed Services Providers Can Help

How many hours can you state that you have worked on something that you had a burning question on and you either never discovered the answer, or you just chose to ignore the unanswered question- with the constellation of thought that the issue would magically disappear one day. We are all guilty of this one thing. It occurs daily- at work, at home, at school, we all experience the clouded thought/ question mark experience.

In our ever-changing technological world, we will always have questions, but how we choose to handle these unknowns is what determines our success individually, as a business and as a technology community. With this in mind, we have developed an ERP Community Support system- our Epicor Help Desk Support organization, known as Managed Services- is here to answer any and all of your Epicor questions.

As Managed Services providers, Encompass delivers a program that includes the ongoing maintenance of Epicor environments (typically a Test, Pilot, Live and Training environment), application of one off bug fixes (SCR’s), restarting application servers and setup and maintenance of user accounts.

As part of implementing this service, Encompass Solutions, Inc. will provide standardized procedures for environment management, which must be adhered to by all resources – for example, installing an SCR on a test system prior to deployment in live.  Environment refreshes can be requested and scheduled through managed service tickets.  To ensure stable operations, the SQL maintenance plan will be reviewed to ensure that preventive maintenance is taking place, consistency checks are being performed, that load balancing has been performed, and that hardware is correctly specified for optimal operations.

Beyond our Help Desk Support organization, we also provide assistance with Epicor customizations through our Incident Base Support program. In this instance, a help desk ticket would be logged by you- the end-user, and if flagged for Incident-Based Support, we would write up the requirement(s) for approval, and provide an estimate for the services which must be approved.  These requests may still be logged through the helpdesk, but will typically be quoted separately outside of Managed Services.

Encompass Solutions has a team of over 65 resources spanning 4 countries globally, with combined experience in ERP reaching over 250 years.This makes it clear that we are an ERP support organization dedicated to being much more than managed services providers.  As an Epicor certified Platinum Services partner, Encompass resources attend training and complete certifications alongside Epicor’s internal consultants, developers, and other departmental staff.  Additionally, as a partner of the highest tier and a more condensed organization, we provide not only a more personal approach to your implementation support, but an additional level of agility and resource escalation to facilitate your success.

We have been providing infrastructure support for Epicor ERP for over 15 years, on numerous platforms. With our coverage, and deep Epicor infrastructure experience, Encompass is uniquely positioned to offer effective and responsive services.  Allow us to work with you to resolve those burning ERP questions.

About Encompass Solutions

Encompass Solutions is a business and software consulting firm that specializes in ERP systems, EDI, and Managed Services support for Manufacturers and Distributors. Serving small and medium-sized businesses since 2001, Encompass modernizes operations and automates processes for hundreds of customers across the globe. Whether undertaking full-scale implementation, integration, and renovation of existing systems, Encompass provides a specialized approach to every client’s needs. By identifying customer requirements and addressing them with the right solutions, we ensure our clients are equipped to match the pace of Industry.


Excel continues to be such a key tool in business today, that Enterprises of all sizes – big and small – use it extensively. It is such a universally known tool that despite the sophistication of many other available programs, it is fair to say that Excel is very much at the heart of the workplace, particularly in Financial departments. The rub is that Financial data and other important metrics normally are held in your Company’s main IT system, ERP and Enterprise Management Database. So what if you could create and refresh reports in Microsoft® Office Excel®, combining ERP data with additional lookups and calculations to get the answers you need without the usual challenges of gathering source data and refreshing reports? This is where Epicor XL Connect comes into the picture.

An image of a tall building and the text "epicor xl connect".

Epicor XL Connect

The XL Connect solution is designed with pre-packaged content packs for Epicor ERP but is also available for other ERP Platforms. We have helped many customers implement this bridge between their enterprise source data and Excel.

With XL Connect, you can access real-time data from your ERP system with built-in functions that let you combine ERP data with non-ERP data, run lookups or calculations, and arrange and format data exactly as you want.

For the technical users, here’s what’s happening under the hood.

When you launch the XL Connect client, it reaches out to an Admin File Share. This is typically on a server, but technically it’s just a basic file share that can be copied anywhere.

When you drag in a function from the XL Connect tree view to your MS Excel spreadsheet, you are simply reaching out to an SSRS Report Server to grab the corresponding XL Connect report, and then pulling in data from your data source, which could be for example an Epicor database, so that you can populate the report in your spreadsheet.

XL Connect can be licensed for users who can run drill-downs, and also for developers who can build advanced, cross-platform queries that can be run directly from Microsoft Excel.

For more information about XL Connect please click here. We are happy to help!

About Encompass Solutions

Encompass Solutions is a business and software consulting firm that specializes in ERP systems, EDI, and Managed Services support for Manufacturers and Distributors. Serving small and medium-sized businesses since 2001, Encompass modernizes operations and automates processes for hundreds of customers across the globe. Whether undertaking full-scale implementation, integration, and renovation of existing systems, Encompass provides a specialized approach to every client’s needs. By identifying customer requirements and addressing them with the right solutions, we ensure our clients are equipped to match the pace of Industry.