Summer is a season know for bringing the heat. For many of us working-types, that heat can take the form of reporting and analytics on a business’ latest efforts and performance over time. Unfortunately, that’s not a heat we can avoid in our climate-controlled, AC-cooled offices, desks, and cubicles. However, that heat can be beaten and you can get more done, faster with XL Connect 7. Knowing you got the job completed right in a fraction of the time leaves more time for doing the things you love. Like budgeting. Right? No, just me? Well, you can give your business a leg up and potentially to steal a few more hours of summer sun now that Epicor XL Connect 7 is on sale at a rate of 20% off. Leverage this powerful tool to reap the benefits of self-service reporting and analytics, nested in the user-friendly environment of Microsoft® Excel®.

Epicor XL Connect 7 Sale – 20% Off

Customers who have not used Epicor XL Connect previously get a 20% off the list price on license price or subscription when buying Epicor XL Connect 7.

Customers already using Epicor XL Connect 7 get a 20% off the list price on license price or subscription when buying additional users.

Contact your Customer Account Manager using the link below for further details.

Hurry! Special offer expires 8/31/19.

What is Epicor XL Connect 7?

Epicor XL Connect 7 is a self-service reporting and analytics solution that allows users to engage with their data in the familiar ecosystem of Microsoft® Excel®. The built-in query tool and drag-and-drop interface solve the universal problem of relying on others to create customized reports. It works with your Epicor and Microsoft Excel data sources and includes intuitive features that allow business users to answer many of their own questions. For the analysts, XL Connect 7 means that manual and ad hoc reports can be automated in a matter of minutes—saving time for more critical activities.

Epicor XL Connect 7 makes it easy for users to create and refresh information in Excel. Combining Epicor data with additional lookup and calculations, you get the answers you need without the usual challenges of gathering and refreshing the data sources.

The perfect solution for both the analyst and the business user, XL Connect 7 is a game-changer in the way you and your company manage reporting. Build reports in minutes, utilize templates, and create interactive reports for detailed drill-downs and analysis from existing spreadsheets and Epicor data—all within Microsoft Excel.

Epicor XL Connect 7 includes enhanced data protection, so you have peace of mind knowing your data is secure and that users can only access the data you want them to see.

Epicor XL Connect 7 Benefits For The Business Analyst

When it comes to the benefits of Epicor XL Connect 7 for the business analyst, the biggest benefit emerges with the tool’s ability to leverage all Excel data. Not only this, but Epicor XL Connect 7 facilitates the real-time automatic connection to all your Epicor data. the result is a consolidation of company information drawn from multiple data sources. Additionally, there is built-in functionality that allows users to automatically create pivot tables for more detailed analysis. By incorporating this useful tool, business analysts can significantly reduce the amount of time spent creating routine and ad hoc reports.

Epicor XL Connect 7 Benefits For The Business User

When it comes to the benefits of Epicor XL Connect 7 for the business user, activities take place in Excel and remain in excel. This delivers the familiarity of Office productivity while contributing to the Epicor data your teams need for business intelligence and analysis. The tool provides the ability to creates ad hoc reports, functions, and analysis while also giving more detail behind the numbers with the ability to drill down into data. Access to data is provided anytime, anywhere with fully interactive reports—even offline.

Epicor XL Connect 7 PDF (Download)

About Encompass Solutions

Encompass Solutions, Inc. is an ERP consulting firm, NetSuite Solution Provider and Epicor Gold Partner that offers professional services in business consulting, project management, and software implementation. Whether undertaking full-scale implementation, integration, and renovation of existing systems or addressing the emerging challenges in corporate and operational growth, Encompass provides a specialized approach to every client’s needs. As experts in identifying customer requirements and addressing them with the right solutions, we ensure our clients are equipped to match the pace of Industry.

 


Join Encompass Solutions and Bezlio for an overview and demonstration of Bezlio, a low-code/no-code cloud solution that empowers teams and provides powerful mobility with Epicor ERP and Infor Visual ERP systems. The front-end architecture enables you to mobilize your workforce and sales force by accessing your secure, on-premises data sources in real-time, on any mobile device, from anywhere. The event takes place on August 7, 2019, at 2 pm EST. We hope to see you there!

an image of the encompass solution and bezlio webinar banner on mobility with epicor erp

Superior Mobility With Epicor ERP

Manufacturers and distributors all face a challenge: mobilizing enterprise data. Current ERPs either don’t have a mobile solution or lack the features and support companies need to derive value from it. Because of this, many companies continue to use spreadsheets or even paper processes to manage enterprise data — putting their customers and their businesses at risk.

Bezlio is the first and only solution to this industry-wide challenge.

What is Bezlio?

Bezlio is a mobile add-on to your existing ERP, helping to bridge the gap where it can’t be used on mobile devices. This allows employees to use ERP data beyond the four walls as well as on-site without the need for development or outsourcing.

Who is Bezlio for in your organization? The answer is simple, just about every employee in your organization can leverage the mobility Bezlio offers when accessing your secure data, including:

  • Field service workers
  • Field-based engineers
  • Field installation
  • Field maintenance techs
  • Sales representatives
  • Production shop floor workers

Isn’t it time your unchained your staff from their workstations and got more productivity out of your teams?

How Does It Work?

Bezlio sits on top of your existing ERP (legacy or current). Employees use their own mobile devices to manage customer data, inventory levels, job statuses, and more. Virtually anything can be viewed, accessed, updated, and reported on within Bezlio.

While cyber-security and data safety may or may not be a focus for your organization, Bezlio addresses this topic with a unique data transfer system to route information from your database to user devices. Only approved users can access data, and you can set granular permissions to control who sees what. All data features AES 256-level encryption.

Want To Know More?

Watch the recorded Webinar below:

About Encompass Solutions

Encompass Solutions, Inc. is an ERP consulting firm, NetSuite Solution Provider and Epicor Gold Partner that offers professional services in business consulting, project management, and software implementation. Whether undertaking full-scale implementation, integration, and renovation of existing systems or addressing the emerging challenges in corporate and operational growth, Encompass provides a specialized approach to every client’s needs. As experts in identifying customer requirements and addressing them with the right solutions, we ensure our clients are equipped to match the pace of Industry.


A business unit of CSA Ocean Sciences, SeaRobotics is an SMB that is transitioning from a custom-engineered and prototyping house into a manufacturer of configurable autonomous maritime vehicles. Theirs has been an engineer and build to order process that they would like to standardize into more of a configure-and-build from standardized components driven by new investors. SeaRobotics has been the engineering and manufacturing work for the water rides at Universal Orlando in Florida and continues providing support for the theme park’s water attractions. The company has also developed and deployed the HullBUG which, much like a robotic vacuum for the household, cleans hulls on large ocean-faring vessels.

The Challenge

As primarily an engineering firm, each aspect of the SeaRobotics’s business processes were tied to specific projects. There were issues of:

  1. Stock Inventory or inventory control, as nothing is purchased to stock.
  2. Deliveries being regularly late because there had been no way to schedule purchases or jobs.
  3. Reports were generated from multiple sources, including spreadsheets, and were not available on a timely basis.
  4. SeaRobotics could only recognize revenues at the completion of jobs. This left management in the dark as far as financial performance due to revenue being highly concentrated at random periods.
  5. The business processes were heavily manual and dependent on one-to-one communications to achieve each step.

The heavy reliance on spreadsheets became cumbersome and fell short in supporting the projects and resources at SeaRobotics. Additionally, the company had outgrown its legacy system, Sage for accounting, purchasing, and project management. As a result, Project Management and the related revenue recognition were the most heavily investigated functionality being evaluated by the president, sales and operations. Integration of engineering design and BOM from first Solid Works and then PDM was another consideration of SeaRobotics’ evaluation team. While many business systems were evaluated, none had the support required for SeaRobotics’ operations team, save for Epicor ERP.

an image of a searobotics product on the water

The Project

After a lengthy selection process, Epicor was selected as the system to be implemented for several reasons. Namely, for SeaRobotics’ size, Epicor addressed the greatest number of challenges in an integrated package and offered proven “best practices” to there unique business processes.

Jim Browning, the COO and implementation Project Manager, relied on Encompass’ managing partner Sonia Haslam for advice on how to overcome issues arising from Epicor’s cookie-cutter implementation steps. Encompass consultants were brought on to adapt the system to more appropriately fit a smaller company in which staff whore multiple hats.

The implementation project was headed by Joe Sunderhaus of Encompass who designed the build to address five key requirements set by SeaRobotics. Their requirements were:

  • For staff to be self-reliant in training and process development using Epicor User/Implementation manuals
  • Project Management with WBS history that could be aligned with their old systems, plus monthly revenue recognition
  • The streamlined interface of Engineering and Epicor BOMs
  • Standardized business processes that eliminated the previously inefficient personal communication and follow-up necessary to complete any order
  • Better Job Planning and Scheduling of projects

To address these requirements, Encompass staff setup a workshop-oriented series of remote sessions with stepped through single functional areas. Additional, “homework” at the end of each session was assigned to ensure a complete grasp of the concepts presented.

an image of the searobotics HullBug

Next, the Encompass team helped SeaRobotics staff to overcome unique business issues with standard Epicor functionality on-demand. In order to keep costs down, Encompass kept site visits to a minimum. Remote training and education efficiency made this a cost-effective and effective process, though more training is needed for staff to assimilate to the “Epicor way” of doing things, rather than reverting to the way things were always done.

for the engineering and project components of the project, Encompass facilitated Qbuild in delivering CADLink and then stepped back, letting the vendor work directly with SeaRobotics engineering personnel. Now that the system is live, staff can put their new-found knowledge to use. However, there is more work to be done and weekly status meetings will continue, reviewing accomplishments and setting objectives for the following week.

The Results

With a completed and successful Go-Live in July 2019, SeaRobotics received the functionality they were seeking in a brand new Epicor ERP system and on budget. That said, no project is without its road bumps. In the case of SeaRobotics’ ERP implementation, the inability for critical team members to step away from business demands and focus on Epicor caused their initially projected April go-live to slip into July.

Now that the new ERP system is in place, the company has committed to using better procedures in-line with the system to run their business. Encompass will support a first month-end on August 5 and 6 as well as outline a Phase 2 to include added functionality to be later submitted for board approval. Our two companies will also discuss whether Epicor can/should be extended to include SeaRobotics’ sister company, integrating the manufacturing processes between the two companies to maximize the manufacturing resources.

Additional Details

Founded –1999
Location – Stuart, FL
Industry – Manufacturing
Employees – 25
Epicor Version – Currently 10.2.400
Deployment – Cloud MT

About SeaRobotics

SeaRobotics was founded in 1999 to pursue the development of robotic systems for deployment in the marine environment. The company has assembled a staff of highly qualified engineers, technicians, and personnel with extensive offshore and field experience. SeaRobotics specializes in developing products and technology for the maritime industry, producing autonomous, semi-autonomous and remote-control systems. The company focuses on commercial, government, and defense markets around the world.

About Encompass Solutions

Encompass Solutions, Inc. is an ERP consulting firm, NetSuite Solution Provider and Epicor Gold Partner that offers professional services in business consulting, project management, and software implementation. Whether undertaking full-scale implementation, integration, and renovation of existing systems or addressing the emerging challenges in corporate and operational growth, Encompass provides a specialized approach to every client’s needs. As experts in identifying customer requirements and addressing them with the right solutions, we ensure our clients are equipped to match the pace of Industry.


The Challenge

Briskheat currently utilizes Epicor ERP to run their organization’s production activities and admin tasks. A critical component of day-to-day operation, Epicor is used to track projects, manage time, more accurately schedule and plan production activities, as well as collect essential data on processes throughout their production and admin facilities. Prior to bringing on Encompass, Briskheat utilized a support service that fell short of their needs and caused issues that led to the interruption of daily operations. The staff was also not up to speed on how to fully utilize their Epicor system, which meant there was room for improvement in just about every department from an operational standpoint.

The Project

When the situation came to a head at Briskheat with its former support provider, the company decided to look elsewhere for additional support in continuing their ERP efforts. Encompass was asked to step in with a plan standardize processes and to better utilize the company’s Epicor system. While fears of repeating a wrong choice in partner weighted heavily on the minds of Briskheat staff, Encompass was able to quell those fears out of the starting gate. Almost immediately after severing the relationship with their previous partner, Briskheat suffered a significant accounting issue. Before the contract for services had even been signed, Encompass stepped in to correct the issues with Briskheat’s accounting team, and educated the staff on how to avoid such issues in the future.

“Encompass literally came to our rescue. We had a critical accounting issue occur right after we canceled our services with the previous provider. We hadn’t even signed the contract yet. Our Account Manager, Jason Claggett, helped us get the paperwork in order and get resources in contact with our accounting dept and resolved our issue in a very timely manner.” – Applications Administrator, Briskheat Corporation

an image of the briskheat logo

Encompass’ longstanding partnership with Epicor and intimate knowledge of the system instilled confidence in the Briskheat team and enabled us to achieve their desired results.

Next Steps

Briskheat’s teams now have their system under control and continue to learn from Encompass how to utilize the Epicor ERP to its full potential. Employees are much more productive and work more efficiently through their daily tasks. The company is in phase 1 of planning it’s next system-wide upgrade from 9.05 to Epicor ERP version 10.2.400 with Encompass Solutions by their side.

Additional Details

Founded – 1949
Location – Columbus, OH
Industry – Flexible Surface Heaters and Temperature Controllers
System Version – Epicor ERP 9.05
Users/Seats – 50+
Deployment – On-Premise
Additional Tools/Modules – Multi-company, MES, BarTender

About Briskheat

In 1949, BriskHeat Corporation was founded by retired Two Star Major General Earnest Briscoe. Since then, BriskHeat Corporation has become the world-leader and manufacture of the widest variety of Flexible Surface Heaters and Temperature Controllers, Designed for Freeze Protection, Viscosity Control, Condensation Prevention, Process Temperature Control, and Composite Curing Applications and much more. BriskHeat Corporation currently services industries including petrochemical, semiconductor, food processing, biotech, aviation, automotive racing, steel, laboratory, power generation, and many others.

About Encompass Solutions

Encompass Solutions, Inc. is an ERP consulting firm, NetSuite Solution Provider and Epicor Gold Partner that offers professional services in business consulting, project management, and software implementation. Whether undertaking full-scale implementation, integration, and renovation of existing systems or addressing the emerging challenges in corporate and operational growth, Encompass provides a specialized approach to every client’s needs. As experts in identifying customer requirements and addressing them with the right solutions, we ensure our clients are equipped to match the pace of Industry.


This press release regarding Epicor’s acquisition of Majure Data was previously published by the Epicor newsroom

Acquisition of Majure Data will expand Epicor solution’s portfolio for lumber and building materials dealers and distributors

Epicor Software Corporation, a global provider of industry-specific enterprise software to promote business growth, announced today that it has acquired Majure Data, a leading provider of warehouse management solutions for the lumber and building materials (LBM) industry. The transaction closed on July 1. Financial terms of the agreement were not disclosed.

Based in Milton, GA, Majure Data is a leading provider of warehouse management solutions to the building products industry in the U.S. and Canada. Majure Data has over 35 years of experience in warehouse management and has developed their solutions with a focus on the lumber and building materials industry for more than 18 years.

an image of the majure data logo

“Both companies offer deep industry expertise and are committed to building long-term relationships with customers, providing increased efficiency, accuracy, and operational improvements in warehouse operations,” said Bill Wilson, senior vice president, retail and building materials industry solutions, Epicor. “Majure Data offers full integration tools for leading industry ERP platforms, allowing a broad range of LBM dealers and distributors to transform their warehouse operations.”

Prior to completion of this acquisition, Epicor acted as a reseller for the Majure Data products “RF Navigator” and “RF Navigator Foundations”. Bringing Majure Data into the Epicor family continues to demonstrate Epicor’s commitment, focus and investment in the LBM industry. The acquisition allows Epicor to offer a powerful solution for LBM customers striving to improve their On Time In Full (OTIF) performance by increasing inventory accuracy and productivity, reducing shipping errors and providing direct insight into the daily operations of the warehouse, enabling them to better serve their customers.

“This acquisition strengthens our ability to deliver innovative technology that accelerates sales growth, improves productivity and enhances customer loyalty. With the combination of Majure Data’s deep industry functionality and Epicor’s scale of technology, we look forward to providing a premier business growth platform for lumber and building materials businesses,” concluded Wilson.

About Majure Data

Majure Data is a leading supplier of Warehouse Management Systems for the building products industry. With over 35 years of experience, we have the technology and expertise to transform your current warehouse and yard operations. We partner with the leading ERP providers in the industry to offer you a tightly integrated solution for millwork, roofing & siding, hardwood, pro dealer, cabinet, lumberyard and wholesale distribution.

About Epicor Software Corporation

Epicor Software Corporation drives business growth. We provide flexible, industry-specific software designed to fit the precise needs of our manufacturing, distribution, retail, and service industry customers. More than 45 years of experience with our customers’ unique business processes and operational requirements are built into every solution―in the cloud or on-premises. With this deep understanding of your industry, Epicor solutions dramatically improve performance and profitability while easing complexity so you can focus on growth.

About Encompass Solutions

Encompass Solutions, Inc. is an ERP consulting firm, NetSuite Solution Provider and Epicor Gold Partner that offers professional services in business consulting, project management, and software implementation. Whether undertaking full-scale implementation, integration, and renovation of existing systems or addressing the emerging challenges in corporate and operational growth, Encompass provides a specialized approach to every client’s needs. As experts in identifying customer requirements and addressing them with the right solutions, we ensure our clients are equipped to match the pace of Industry.


5G wireless technology has a lot of potential. In this post, I will explore several of the front-running industries setting themselves apart by taking advantage of 5G.

Ten years ago, autonomous vehicles were just getting started and were thought to be something out of “The Jetsons”. Fast-forward a few years and we finally have driverless cars being tested in some areas of the country. The backbone behind this? 5G technology. That’s right 5G is the mobile technology that will propel self-driving vehicles into large-scale adoption; you can read more about it here. Let’s continue the 5G vs 4G conversation taking place right now.

5G Wireless Technology In The Near Future

In the next few years, the healthcare industry is anticipating the use of 5G to quickly and reliably transmit large data files. MRI images, for example, currently take a long time to transfer over the network to other doctors or specialists. By using 5G technology, these transmissions will become quicker, more reliable and sent in a secure manner to protect patient privacy. Healthcare systems also will use 5G to stream real-time high-quality video for better doctor-patient interaction. By doing so providers will make tele-medicine an everyday occurrence. You can read a bit more about that, here.

an image of healthcare professionals and patients leveraging 5g wireless technology

How John Deere Plan To Leverage 5G Wireless Technology

When you hear the name John Deere, visions of tractors and Midwest America pop into your head, right? What if I told you this 180-year-old bellwether of a company is leading the charge in farming automation? You’d probably think I’m crazy – and you might be right – but not because of this. John Deere, with its acquisition of Blue River, is looking to advance farm equipment well beyond what most people thought possible. With their integration of automated driving technology, computer vision systems and applications, some experts believe farmers will be able to double or triple their annual yield. Learn about 5G and the future of farming here.

Up Next For 5G Wireless Technology

While 5G wireless technology promises huge disruption in just about every global industry, it is not without resistance. There are quite a few barriers for 5G to overcome before it’s ubiquitous and in part 3 of this series, I will discuss some of the headwinds 5G wireless technology faces in the coming years.

About Encompass Solutions

Encompass Solutions, Inc. is an ERP consulting firm, NetSuite Solution Provider and Epicor Gold Partner that offers professional services in business consulting, project management, and software implementation. Whether undertaking full-scale implementation, integration, and renovation of existing systems or addressing the emerging challenges in corporate and operational growth, Encompass provides a specialized approach to every client’s needs. As experts in identifying customer requirements and addressing them with the right solutions, we ensure our clients are equipped to match the pace of Industry.


Before talking about the future, we need to reminisce a bit. Remember when 4G technology was a pioneer in wireless networking? Remember when everyone wanted the latest smartphone so they could stream videos, check Facebook or be the first to tweet about something the Kardashian’s did? Remember when everyone was excited about the latest-n-greatest and we all rushed out to get on the 4G bandwidth wagon – if you didn’t you weren’t one of the “cool kids”. Remember your first analog cell phone or bag phone with a curly “Q” car antenna (fake or otherwise)? Don’t kid yourself, you know you do! Now, we sit on the precipice of a new technological breakthrough in the form of 5G wireless connectivity. Here’s a bit about the 5G vs 4G conversation taking place right now.

What Is 5G Wireless Technology?

With big cellular conglomerates launching 5G cellular networks this year, you might be asking yourself–What is 5G? The G stands for generation, as in the 5th generation of wireless network technology. 5G wireless tech promises faster transfer rates, lower latency, and bigger bandwidth by orders of magnitude. However, Don’t get too excited just yet. Full utilization of 5G wireless networks is still out of reach for the everyday consumer.

The actual 5G radio system, known as 5G New Radio (5G-NR), isn’t compatible with 4G. However, 5G enabled devices will rely on existing 4G infrastructure where applicable until a connection to a 5G wireless network is possible. This whole effort is part of ongoing wireless connectivity’s evolution and is currently on target to meet the usage requirements outlined in the International Mobile Telecommunications-2020 (IMT-2020). The requirements include such capabilities as a maximum achievable data rate of 20Gbit/s, 1ms Radio network contribution to packet travel time (read latency), and a total traffic coverage area of 1000 (Mbit/s)/m2.

How 5G Wireless Networks Will Impact Our Lives

Recently, I attended a seminar regarding the new 5G or “fifth generation” cell technology. It was an informative seminar shedding light on the future of 5G in the next five to ten years. As a primer to what’s ahead, 5G offers 10x the bandwidth and faster data transfers than current 4G technology (think wire speed through your cell phone)! Imagine streaming Netflix, Amazon or other online content with a fraction of the buffering time or downloads happening 10x faster. While something to certainly be excited about and cellular providers are licking their chops to charge you more money (for those of us still on a capped data plan), there are several hurdles and challenges to overcome before mainstream adoption takes place. Over the next few blog posts, I will outline areas where 5G technology will enter the market place and several of the biggest challenges facing world-wide adoption.

About Encompass Solutions

Encompass Solutions, Inc. is an ERP consulting firm, NetSuite Solution Provider and Epicor Gold Partner that offers professional services in business consulting, project management, and software implementation. Whether undertaking full-scale implementation, integration, and renovation of existing systems or addressing the emerging challenges in corporate and operational growth, Encompass provides a specialized approach to every client’s needs. As experts in identifying customer requirements and addressing them with the right solutions, we ensure our clients are equipped to match the pace of Industry.


When it comes to medical device manufacturing, the FDA has maintained rigorous standards for manufacturers to satisfy. Traceability, quality management, and reporting are among the many areas that manufacturers need superior performance to meet those standards. The FDA push for digital means of achieving and providing a record of how standards are met has many businesses looking to ERP software for medical device manufacturing.

Fortunately, ERP systems have been delivering on these demands and more for decades and are suited to meet the changes of regulatory environments. Such powerful systems help to increase reliability on processes and reduce the instances of failures, recalls, and corrective actions. Not only this, but the benefits of ERP make maintaining compliance and records easier and more cost-effective.

The Benefits Of ERP Software For Medical Device Manufacturing

When it comes to the requirements placed on manufacturers by the FDA, it’s easy to see why ERP is increasingly being leveraged to reduce the difficulty in meeting those obligations.

Data is available at every turn in the manufacturing process and ERP systems can help medical device manufacturers leverage that data in the validation process. This data enables management regulatory obligations, optimization of manufacturing processes, and the resulting increase in customer satisfaction. ERP systems capture this vital information to lessen the risks associated with compliance standards and turn efficiency concepts into real-world results with ease.

How Medical Device Manufacturers Use ERP

Compliance is the top motivator for adopting ERP software for medical device manufacturers. FDA regulations, as well as those for international regulatory bodies, are constantly evolving alongside new technologies, products, and research. ERP provides a means of establishing protocol and processes to satisfy the latest regulations at every stage in the manufacturing life-cycle.

Accessibility is another important factor driving the adoption of modern ERP systems. Whether in the board room or on the shop floor, teams need the latest data and documentation to make informed decisions, in real-time. Legacy ERP systems lack the connectivity to this data that modern, cloud-based ERP systems provide. Even sales teams on the road require such access when a customer wants to know how a manufacturer’s products conform to the latest regulations, as well as the proof to back it up.

Auditing is a process required both internally and externally for medical device manufacturers. Audits may be scheduled or conducted at random. In any case, a manufacturer wants to know they are able to retrieve and report data on every process in the manufacturing life-cycle. ERP software provides all that in a centralized and secure location.

The tracking and traceability ERP software provides will ensure that each stage of the manufacturing process comes with oversight. Easy to follow audit trails streamline the process and identify where, when, and how problems emerge. Recalls, while never an easy process, are swift and efficient thanks to ERP software that leverages automated lot and serial tracking to keep customers safe and businesses insulated from risk.

Through automation, manufacturers can remove the manual tasks associated with logging data, such as billing and manufacturing execution. This cuts down on human error that causes most delays and downtime in manufacturing and sales cycles. While not necessarily a matter of regulatory compliance, the efficiency ERP software provides in this regard only strengthens the case for its adoption.

FDA Requirements Of ERP Software For Medical Device Manufacturing

The electronic records and signatures requirements set by the FDA are stringent and any system of manufacturing must comply with the regulations in order to receive approval. The full body and outline of these regulations as they relate to ERP software for medical device manufacturing can be found in 21 CFR part 11 – ELECTRONIC RECORDS; ELECTRONIC SIGNATURES:

Subpart A–General Provisions 
§ 11.1 – Scope.
§ 11.2 – Implementation.
§ 11.3 – Definitions.

Subpart B–Electronic Records 
§ 11.10 – Controls for closed systems.
§ 11.30 – Controls for open systems.
§ 11.50 – Signature manifestations.
§ 11.70 – Signature/record linking.

Subpart C–Electronic Signatures 
§ 11.100 – General requirements.
§ 11.200 – Electronic signature components and controls.
§ 11.300 – Controls for identification codes/passwords.

and 21 CFR §820 regarding quality:

PART 820—QUALITY SYSTEM REGULATION

About Encompass Solutions

Encompass Solutions, Inc. is an ERP consulting firm, NetSuite Solution Provider and Epicor Gold Partner that offers professional services in business consulting, project management, and software implementation. Whether undertaking full-scale implementation, integration, and renovation of existing systems or addressing the emerging challenges in corporate and operational growth, Encompass provides a specialized approach to every client’s needs. As experts in identifying customer requirements and addressing them with the right solutions, we ensure our clients are equipped to match the pace of Industry.


When it comes to EDI, small businesses are often compelled to implement by their larger trading partners and suppliers. While a business may think it’s too small to warrant such a change, it’s easier to get started with EDI for small businesses than one might think.

EDI For Small Businesses: Burdens And Benefits

There are, as with many transformative technologies, initial barriers to be overcome. However, this is true for entities of every size when implementing EDI. In fact, smaller businesses have an easier time with some of these barriers than their larger counterparts. For many, the biggest barrier is costs associated with infrastructure and staff, for others, it’s the transition from paper-based systems to digital and automated ones. Whatever the hurdle to overcome may be, the benefits of integrated EDI for small businesses far outweigh the benefits that may be holding a business back from making the change.

Satisfaction, Loyalty, And Growth With EDI For Small Businesses

When it comes to the many arguments for a small business to begin leveraging EDI, nothing trumps growth. EDI enables growth in a big way, especially for smaller businesses. Two significant avenues through which EDI facilitates this are customer satisfaction and brand loyalty. When the experience of purchasing goes smoothly, and communication is fluid, customers appreciate the experience. Consistent performance in this regard delivers repeatable experiences that drive customer satisfaction. Positive word-of-mouth and online recommendations increase, which earn more business and retain loyal customers.

an image of a small business owner growing his business with edi for small businesses

Accuracy, Automation, And Accountability

It’s not unusual for small business staff to wear many hats and assume several responsibilities from day to day. Even specialists make mistakes, but staff tasked with multiple duties at a business are provided more opportunities to make simple errors. These errors can have far-reaching consequences. With EDI many of the repetitive and manual tasks associated with purchasing, invoicing and shipping can be automated, accurately enacted, and provide transparent records for superior accountability. The result is fewer botched orders, better follow through on commitments to customers, and another opportunity to prove their loyalty is earned and valued.

An image of a shop floor production improvements thanks to edi for small businesses

Reducing Overhead With An EDI Partner

For many small businesses, envisioning the added burden of managing EDI infrastructure and maintaining knowledgeable staff can sink the idea of before it’s put into action. Fortunately, there are options that don’t place these anxieties squarely on the shoulders of businesses. After the initial set-up of EDI, an EDP partner can maintain the system apart from a business’ day-to-day operation and IT structure. These systems are repeatable and scale with growth and can be easily integrated into existing ERP systems or to those added further down the line as time goes on.

an image of a business owner and edi partner agreeing on an edi for small businesses contract

By passing off the cost of an EDI project to an external partner, small businesses can enjoy the benefits of EDI without the additional staff, software, and hardware to maintain. This leaves in-house talent free to take on value-added activities that drive business growth and focus on customer care.

About Encompass Solutions

Encompass Solutions, Inc. is an ERP consulting firm, NetSuite Solution Provider and Epicor Gold Partner that offers professional services in EDI,  business consulting, project management, and software implementation. Whether undertaking full-scale implementation, integration, and renovation of existing systems or addressing the emerging challenges in corporate and operational growth, Encompass provides a specialized approach to every client’s needs. As experts in identifying customer requirements and addressing them with the right solutions, we ensure our clients are equipped to match the pace of Industry.


Summer has arrived and we’re providing the best opportunities and strategies to help you keep cool and improve operations when the temperature rises. Better tools and improved operational efficiency mean you have more time to relax. Here are a few July 2019 News and Updates with opportunities for you to take advantage of this summer.

Get to know what Lean means in our brief overview of the manufacturing philosophy and how ERP helps eliminate waste in the workplace.

Not familiar with Industrial automation? Kicking around the idea of automating in-house processes this year? Here’s a rundown of the most often utilized forms of Industrial Automation on the factory floor. We also included a few ways ERP and EDI add to the equation.

Want a better view of corporate performance? How about a better handle on internal budgeting processes? Join us for a live webinar on Mastering the Art of Innovative Budgeting and Planning on July 18th, 2019 @ 1 PM EST.

EDI is an essential part of any company’s digital transformation. For many, it’s an industry standard that cannot be ignored. We put together an easy read on the subject of the Barriers and Benefits of EDI Implementation.

Mark your calendars for a joint webinar with Encompass Solutions and Bezlio on how you can mobilize your teams to work with your ERP data securely from anywhere, any time, online and offline. The event takes place on August 7th at 2 pm EST. Register today.

Now that Tax Season is over, how has your business been impacted by sales tax and nexus rules in the wake of Wayfair v. South Dakota? Need a more robust tax solution or just want to know more about these sweeping tax changes? Download the latest Sales & Use Tax Compliance resource from our partner, Avalara.

7 Ways ERP Improves Lean Manufacturing

an image depicting how ERP combats the 7 wastes of manufacturing, improves operations, and leverages the tools you have more effectively

A primer on Lean for the uninitiated and how ERP combats the 7 wastes of manufacturing, improves operations, and leverages the tools you have more effectively.

Industrial Automation

A topic of conversation that manufacturers all over the globe are discussing on the shop floors of production facilities and in the board rooms of corporate offices.

Upcoming Webinar: Master the Art of Innovative Budgeting And Planning

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Join us for the live webinar on July 18th, 2019 @ 1 PM EST.

Overcome EDI Barriers

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EDI is essential for fast and fluid information exchange. Get rid of the paper and manual entry by going digital with EDI built for manufacturers.

Webinar – Mobility With Epicor ERP

an image of the bezlio mobility with epicor webinar registration as part of the june 2019 news and updates from encompass solutions

Mobilize your workforce and sales force by accessing your secure, on-premises data sources in real-time, on any mobile device, from anywhere. Join us on August 7th at 2 pm EST.

Getting Your Taxes In Order with Avalara

an image of the sales tax and compliance resources from Avalara as part of the june 2019 nes and updates from encompass

Over the last year, some sweeping changes to sales tax laws have affected businesses conducting sales across state lines. Make sure you’re in compliance with the latest regulations.

Encompass July 2019 News And Updates

Encompass Solutions is happy to announce it will be helping Tensator and Process Solutions improve trading network efficiency, security, and transparency with the Encompass EnTrust EDI solution

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Epicor July 2019 News And Updates

Haven’t read up on the latest Epicor ERP update? Get to know more about the latest features and updates of Epicor ERP 10.2.400.

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Oracle NetSuite July 2019 News And Updates

NetSuite continues to develop new eCommerce extensions that carry the online retail capabilities of the platform even further.

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About Encompass Solutions

Encompass Solutions, Inc. is an ERP consulting firm, NetSuite Solution Provider and Epicor Gold Partner that offers professional services in business consulting, project management, and software implementation. Whether undertaking full-scale implementation, integration, and renovation of existing systems or addressing the emerging challenges in corporate and operational growth, Encompass provides a specialized approach to every client’s needs. As experts in identifying customer requirements and addressing them with the right solutions, we ensure our clients are equipped to match the pace of Industry.