The following press release “Epicor Acquires KBMax to Accelerate Growth” was originally published, here.

Epicor Acquires KBMax a Technology Leader in The Configure Price Quote (CPQ) Market to Help Customers Sell Smarter

News Summary:

  • The acquisition drives continued growth for Epicor with the ability to offer KBMax software as a stand-alone cloud-first, low/no code toolset, or integrated into the Epicor productivity suite to generate new, cross-and-up sell potential.
  • Builds a bridge between Epicor’s customized ERP modules and the sales-to-order process, delivering better customer outcomes.
  • Opens up new international growth markets for Epicor across the United Kingdom, France, Benelux, Sweden, Finland, Italy, and Germany.
  • Marks is the latest in a series of strategic merger and acquisition efforts that cement Epicor’s ambitions to become the sole provider of mission-critical business applications to customers in the key industries served.
  • KBMax customers will benefit by having access to greater technology solutions and services housed beneath the Epicor brand name, coupled with a seamless transition and assured continuity.

AUSTIN, Texas, May 27, 2021 –  Epicor, a global leader of industry-specific enterprise software to promote business growth, announced today that it has acquired Configure Price Quote (CPQ) and visualization software provider KBMax. The transaction closed on May 27. The financial terms of the agreement were not disclosed.

KBMax software solutions will be marketed under the Epicor brand as a stand-alone module within the company’s productivity suite, aligning seamlessly with Epicor’s deep expertise in the global manufacturing engineer-to-order space. The ability to offer customers a highly customizable, industry-specific one-stop solution that connects the front and back of the house supports Epicor’s mission to differentiate itself from the fleet of one-size-fits-all off-the-shelf ERP solutions.

“Our customers are the essential businesses who make, deliver, and sell the things everyone needs. We knew we needed to move fast, to enable them to be able to stay digitally competitive and build out scalable digital commerce capabilities,” comments Steve Murphy, Epicor CEO. “It’s a perfect time for businesses to reach their customers in new and compelling ways. The integration of KBMax’s technology into our platform will solve that challenge for our customers, enabling them to create an information-rich and immersive online buying experience. The integration of next-gen CPQ tools with our ERP system will enable vital connectivity points to our customers across inventory, costs, pricing, and customer data.”

With complexity comes the need for real-time, reliable integration between systems, especially CPQ and ERP. Research shows that in 2020 80 percent of B2B buyer journeys took place online. Being able to configure a product in CPQ and instantly get 3D renderings and dimensioned drawings will dramatically reduce the time and cost it takes for our customers to respond to RFPs, getting potential buyers the information they need to make a decision faster than ever before.

The integration of KBMax with Epicor’s ERP solutions will provide customers:

  • A seamless connection between sales and operation data improves demand planning and production.
  • A single source of truth for the most complex engineer-to-order projects delivering faster and more accurate sales quotes, fewer order mistakes, and improved sales rep productivity.
  • Ability to navigate the escalating trend of self-service/online business by translating complex sales information into something easy to configure and visualize.
  • A centralized data hub that can be managed in a single application that delivers a full 360-degree view of a customer’s order /fulfillment status allowing the front and back of-house teams to work from the same playbook.
  • Supported business continuity for existing KBMax customers.

KBMax has transformed the buying experience for over 20,000 users and its CPQ software has delivered customers measurable improvements, on average a 168 percent increase in annual sales revenues, 38 percent faster sales cycle, and a 35 percent increase in productivity.

“Epicor truly understands the industries it serves and its deep expertise in critical verticals from manufacturing to distribution make it the ideal home in which our technologies can nest seamlessly, and deliver immediate customer value while allowing us to scale and expand the technology suite,” said Kevin Bennett, KBMax CTO. “The integration of our software into the Epicor portfolio will help ensure the world’s most essential businesses can digitally evolve and thrive.”

About Epicor

Epicor Software Corporation equips hard-working businesses with enterprise solutions that keep the world turning. For nearly 50 years, Epicor customers in the manufacturing, distribution, LBM, retail, and automotive industries have trusted Epicor to help them do business better. Epicor’s innovative solution sets are carefully curated to fit customer needs and built to respond flexibly to their fast-changing reality. With deep industry knowledge and experience, Epicor accelerates every customer’s ambitions, whether to grow and transform or simply become more productive and effective. Visit www.epicor.com for more information.

Acknowledgments from Lee An Schommer, SVP, Global Product Management & Epicor University

“As part of our continued commitment to deliver a best-in-class highly customizable suite of productivity solutions, today we are excited to announce that Epicor has acquired KBMax, the technology leader in the 3D Configure Price Quote market.

Research shows that in 2020 80 percent of a B2B buyer’s journey took place online. Understanding the demands on your customers to reach their potential buyers in new and compelling ways, we knew that being able to offer next-gen CPQ tools that are seamlessly and securely housed within our ERP system, would deliver the advantage they need to keep their business ahead.
Combining KBMax’s software expertise in complex configurations with our deep B2B industry knowledge will significantly enhance our competitive position in the marketplace. The addition of KBMax’s leading technology provides vital connectivity points across inventory, pricing, and customer data. Being able to configure a product in CPQ and instantly get 3D renderings and drawings will dramatically reduce the time and cost it takes the businesses we serve to respond to RFPs, ensuring potential buyers receive the information they need to make a decision faster than ever before.
We look forward to continuing to partner with you to enable a world of better business.”

About Encompass Solutions

Encompass Solutions is a business and software consulting firm that specializes in ERP systems, EDI, and Managed Services support for Manufacturers. 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, or 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 the Industry.


There are significant changes to the Epicor Learning Program for Kinetic 2021.1.  The video below briefly covers the changes.

Epicor Learning Program: The Evolution of Education

 

Epicor Learning Program: The Next Generation Of Education From Epicor University, A Complete Training Experience

  • Epicor Learning License includes Full access to Epicor Learning Center with a deep catalog of video-based courses and Hands-On exercises, role-based learning paths, and the tools to quickly manage their entire training program.
  • Hands-on Courses are new! Hands-On is workshop-based courses for use with the Kinetic education database. They provide step-by-step instruction and hands-on practice exercises through real-world scenarios and are specifically designed to walk the learner through an actual in-product experience to help them master the Kinetic software. Hands-on exercises are also woven into role-based learning paths to accelerate adoption, develop skills, and build confidence for users.
  • All customers with an Embedded Ed license will have full access to Epicor Learning, ELC, and the full Learning Program.
  • Embedded Education has moved to sustain mode; the historical courses are available from classic help and ELC, but all new workshop-based courses will be developed as Hands-On.

All customers using Kinetic 2021.1 have access to the Help and Support Panel with help articles, quick answer videos, and guided learning; those with an Epicor Learning License get much more.

About Encompass Solutions

Encompass Solutions is a business and software consulting firm that specializes in ERP systems, EDI, and Managed Services support for Manufacturers. 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, or 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 the Industry.


Customer(s) may have experienced that when working in Embedded Education in the middle of the training they receive the error message: “Unable to Load Online Education Courses. Access to online education requires an active Epicor ERP session. Please launch education courses from within the application.”

The following steps are the workaround solution with Internet Explorer as Epicor ERP version 10 was developed with it.

If you are using Microsoft Edge as your Internet browser, please check on the section “Related Links” for the related KB article.

Related Links

KB0103351 – Embedded Education – Unable to Load Online Education Courses – Workaround solution when using Microsoft Edge

– Troubleshooting Steps on Microsoft Internet Explorer –

The following steps are the workaround solution when you’re using Microsoft Internet Explorer as your Internet browser.

Step Action
1 Close ERP Education instance. Go to step 2.
2 Open Microsoft Internet Explorer. Go to step 3.
3 Select the Tools menu and then click on Internet Options. Go to step 4.
4 In the window Internet Options look for the button named Settings below the section Browsing History and click on it.
Go to step 5.
5 In the window Website Data Settings, click on the radio button “Every time I visit the webpage” and click on “OK”.

website data settings for microsoft edge or internet explorer browsers

Go to step 6.

6 Back in the window Internet Options look for the button named Delete… below the section Browsing History and click on it.
Go to step 7.
7 Clear browsing history and cookies and other temporary Internet files:
From the list of possible kinds of data to delete, at least select and delete the first 3 categories (checkmark them and then press the Delete button): Temporary Internet files and website files, Cookies and website data, and History. Check the image.clear browsing history on microsoft edge or internet explorer browsers Go to step 8.
8 Once the Internet clears the data, you can close the browser and open Epicor ERP to verify the Embedded course.
Action steps complete

About Encompass Solutions

Encompass Solutions is a business and software consulting firm that specializes in ERP systems, EDI, and Managed Services support for Manufacturers. 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, or 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 the Industry.


Manufacturers are quite familiar with feeling the squeeze of constrained talent pools. This can be said for just about every department of a business. When it comes to ERP staff, qualified individuals can be tough to come by even in healthy job markets. This becomes even more apparent when seeking ERP staff with backgrounds that align with the unique needs of manufacturing businesses. Remote Staff Augmentation, also known as Virtual Staff Augmentation, for manufacturers is one answer to the problem of finding qualified staff to keep your manufacturing business running at peak performance.

Whether you’re working on the road, at home, or onsite, Encompass can supplement ERP staff remotely with remote workforce augmentation.

What is Remote Workforce Augmentation?

Remote Workforce Augmentation is the ability to supplement your internal staffing needs with employees, contracted or otherwise, that operate remotely and generally interact with a business by virtual means.

Why use Remote Workforce Augmentation?

There are many reasons why a company would choose to leverage Remote Workforce Augmentation for their ERP needs. This includes everything from simple system checks and reviews to advanced projects and ongoing support.

Some of the most common pain points for manufacturers that lead to leveraging remote workforce augmentation include:

  • Being overburdened with incoming orders or outgoing purchase orders
  • Achieving business goals
  • Running regular reports
  • Adding ERP coverage without bringing on new employees
  • Bridging gaps between office staff and departments

If you are experiencing any of these pain points or have a few that you think may qualify for remote workforce augmentation and IT support, Encompass has the right person for you.

How Encompass Provides Remote Workforce Augmentation

Companies that cannot afford or do not need full-time ERP staff will want to consider Remote Workforce Augmentation. This arrangement is one where the company will contract their ERP work and support requirements out to a third party, in this case, Encompass Solutions, Inc. (ESI).

ESI will provide several levels of support for a business to evaluate when considering remote workforce augmentation, which includes:

  • Supplementing your ERP staff
  • Bridging gaps during personnel turnover
  • Supporting teams with those on Maternity/Paternity leave
  • Quote/Order Entry
  • Job Creation/Closing
  • Purchase Order Entry
  • AR Invoicing
  • Shipping Notifications
  • Manual EDI processing
  • Transitioning back to your team if needed

Depending on your level of requirements, you may choose a basic or more comprehensive offering. Use your procedures – we’ll do the work!

Get started with Encompass Remote Workforce Augmentation

If you are ready to supplement internal operations with ESI staff or would like a review of your internal processes to find the best solution to your needs, we can help you get started.

It all starts with an informal review of your current process, which includes:

  • Order Entry
  • Purchase Order Entry
  • Customer Statements
  • and more

As part of the process, your business will provide Encompass with your procedures and our team will execute this according to your business processes and requirements.

Following that, ESI will document our progress throughout the day, providing regular reports and communications to your team or “next in line” person to make sure you are always kept up to date.

If you are ready to have the conversation about your IT support and remote workforce augmentation needs, contact Encompass today.

About Encompass Solutions

Encompass Solutions is a business and software consulting firm that specializes in ERP systems, EDI, and Managed Services support for Manufacturers. 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, or 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 the Industry.


As part of the transition to the new user experience in Kinetic (the new name of Epicor ERP), we have a path to upgrade your existing customizations in the Classic user interface to low/no code configurations in Application Studio. Bring your business current with the new Epicor customization upgrades process.

Epicor Customization Upgrades Process

Your existing customizations are not going away when you upgrade to Kinetic 2021. They will continue to work in the Classic user interface alongside the Kinetic UX forms you have enabled, so you can adopt the new user experience at your own pace without business disruption.

During your upgrade to version 2021, you will have the opportunity to upgrade your Classic customizations to the new user experience. We’ll guide you during the transition with resources and programs to facilitate the upgrade and end-user adoption process.

Get familiar with Application Studio with easy access to education and helpful resources from the application. Also, Epicor Learning Center offers training on different Application Studio elements and use cases so you can become proficient with the tool.

The process is simple and can be broken down into the following four steps:

Upgrade

The customization conversion will run during your upgrade to 2021. Classic customizations that have a Kinetic UX equivalent will be automatically converted to a layer in Application Studio.

Convert

After your upgrade, you’ll be able to review the status of the converted customization layers in the new Configuration Upgrade Dashboard. Some UX components will come over automatically and some may need rework.

Verify

Review the issues and use Application Studio to update them or go back to the Win Form to update and then run the conversion program again. Check the Conversion Workbench Logs to review details about the converted layers.

You can also engage with our Technical Services Team at this stage so they can do the rework for you.

Deploy

Once the conversions are verified and issues are fixed you can deploy them to the menu.

That’s all there is to it! You can get started or learn more about the process by contacting your Encompass Customer Account Manager.

About Encompass Solutions

Encompass Solutions is a business and software consulting firm that specializes in ERP systems, EDI, and Managed Services support for Manufacturers. 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, or 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 the Industry.


As part of the transition to the new user experience in Kinetic (the new name of Epicor ERP), we have a path to upgrade your existing customizations in the Classic user interface to low/no code configurations in Application Studio.

 

MFG-Customization-Upgrade-Flyer-ENS

About Encompass Solutions

Encompass Solutions is a business and software consulting firm that specializes in ERP systems, EDI, and Managed Services support for Manufacturers. 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, or 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 the Industry.


Industrial Equipment Manufacturers face complex business challenges. Especially Now.

It’s always been difficult to effectively manage parts, production, people, and products. And today, in the wake of the COVID-19 pandemic, it’s even harder. Supply chains continue to be unsettled. Distribution channels are disrupted. Costs are rising.

The solution – in good times and bad – is to become more efficient: Fix broken business processes. Eliminate workarounds and manual make-dos. Integrate core systems. Control inventory spend. Streamline the supply chain. Reduce overall costs and improve cash flow. Achieve transparency and visibility into every aspect of operations.

To do these things, you need the right ERP solution. But what is the best solution for your organization?

That’s the challenge. Because answers can turn into more questions. Because every organization is different. And because no company handles any phase of operations – estimating, configuration, orders, changes, planning, manufacturing, quality, purchasing, inventory, distribution, shipping, sales, and field service – the same way.

 

Ultra_IEM Vendor Report_Epicor

About Encompass Solutions

Encompass Solutions is a business and software consulting firm that specializes in ERP systems, EDI, and Managed Services support for Manufacturers. 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, or 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 the Industry.


To compete, manufacturers in regulated industries need to be agile and innovate at a high velocity. Epicor® ERP is a leading manufacturing platform for life science manufacturers as it offers the product traceability, system controls, and more needed to respond to your growing business while allowing you to meet regulatory challenges. The availability of critical business systems in the cloud improves your ability to compete. Cloud enables both business agility and the increased speed at which technology is delivered to better meet business needs for innovation. Additionally, the Epicor ERP Cloud Validation Bundle for Life Sciences offers a cloud solution designed to reduce the risk of compliance with support for the software validation needs of FDA-regulated businesses.

Epicor ERP Cloud Validation Bundle Benefits

As a Life Sciences Manufacturer, take advantage of the benefits of the cloud with reduced risk of compliance:

  • Stay current in the cloud with an annual upgrade cadence for extended validation testing and documentation.
  • Ensure your business is ready for every upgrade by leveraging customer-proven best practices that minimize disruption.
  • Meet demands for high growth with flexible cloud solutions, easily scalable and adaptive to current and future business needs.
  • Drive strategic business outcomes with an Epicor ERP Cloud system to better align with your organizational goals.

FDA 21 CFR Part 11 Compliance Requires Validation of Software

Companies must validate that the software and systems used to create and maintain electronic records and signatures can ensure the integrity of the electronic results and information. This is done through software validation. The guidance offered by the FDA for software validation is in terms of installation qualification (IQ), operational qualification (OQ), and performance qualification (PQ). The Epicor ERP Cloud Validation Bundle for Life Sciences supports IQ documentation on your Epicor cloud solution to supplement IQ documentation for internal systems within your validation plan.

Validation Documentation Available with the Bundle

The Epicor ERP Cloud Validation Bundle for Life Sciences supports IQ documentation on your Epicor cloud solution to supplement IQ documentation for internal systems within your validation plan.

Note: You are responsible for IQ validation documentation and testing of any installed software and devices at their location. Also, as you are responsible for your validation state, Epicor makes our documentation available for review. The following reports are available:

  • Epicor ERP IQ Software Validation Plan (VP): VP-01
  • Epicor ERP IQ Software User Requirements Specification (URS): URS-02
  • Epicor ERP IQ Software Risk Management Plan (RMP): RMP-03
  • Risk Assessment / Failure Modes and Effects Analysis (FMEA): FMEA-04
  • Epicor ERP IQ Software Risk Management Report (RMR): RMR-05
  • Epicor ERP IQ Software Functional Requirements (FR): FR-06
  • Epicor ERP Installation Qualification (IQ) Software Validation: IQ-07
  • Epicor ERP IQ Software Validation Summary Report (VSR): VSR-08
  • Epicor Managed Hosting SOC 1 Type II Report
  • Epicor Cloud ERP SOC 2 Type II Report
  • Epicor SOC 2 Bridge Letter

Cloud Elements of the Bundle

The solution is a bundled offering that comprises the following cloud elements:

  • Epicor ERP Public Cloud U.S. Government Option
  • Epicor Public Cloud Validation Environment with Public Cloud Premium for your dedicated validation testing
  • IQ documentation and audit inquiry support in the event of customer or FDA audit
  • Extended validation cloud cadence of one year to provide additional time for validation documentation and testing

Epicor ERP Cloud Validation Bundle for life science and medical device manufacturing environments

Figure 1: Epicor ERP Cloud Validation Bundle for Life Sciences. Note the solution is available in Azure Government Cloud and that additional environments are available but must be enhanced with a corresponding Premium Pilot Extension to match your solution set.

Cloud Upgrade Cadence for the Epicor ERP Cloud Validation Bundle for Life Sciences

Supporting the needs of the life sciences business with a software upgrade cadence that delivers time for added testing is built into the solution. Users will have stages for planning, validation testing, reporting of issues that impact validation, and regression test time for their validated processes. They will also need to test their non-validation processes such as financial transactions. Below is a diagram that outlines a sample cadence for the solution. In addition to a one-year cadence for major releases, the solution will offer a quarterly update that is made available in the pilot environment the month before making it available in the live environment.

Epicor ERP Cloud Validation Bundle for life science and medical device manufacturing upgrades

Get Started With Epicor ERP Cloud Validation Bundle

Business leaders balance the pace of business innovation, fluctuating demand, and regulatory compliance requirements when deploying new technology. Reducing the risk of change in these environments provides greater business resiliency with the added benefit that the cloud delivers, including the ability to stay current with technology to drive greater results. Epicor uniquely understands the needs of a life sciences manufacturer with cloud-based ERP. You need the flexibility and control to run your business your way while benefiting from the cloud technologies and business models that fit.

About Encompass Solutions

Encompass Solutions is a business and software consulting firm that specializes in ERP systems, EDI, and Managed Services support for Manufacturers. 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, or 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 the Industry.


If you don’t already know, Epicor users have access to EpicCare. This is Epicor’s customer self-service portal that enables the submission of issues, tickets, services requests, case creation, and more. As part of this service, there is a useful tool called Wayfinder.

What is Epicor Wayfinder

Epicor Wayfinder is a component of the EpicCare portal that shows Epicor users information about billing, contracts, service requests, and more.

The tool is a great resource for users with questions about their maintenance contract, current license ownership, and supply requests.

Epicor Wayfinder Components

With over 75 unique data points available to users, Epicor Wayfinder can help you find critical information with just a few clicks. You can also modify account information, like business name changes, billing address changes, invoice recipients, and the like.

Here is a list of all the various information you can locate or request using Epicor Wayfinder. Keep in mind, that you will need to be logged into your EpicCare account to access the following links.

ACCOUNT AND BILLING SERVICES

ACCOUNT MAINTENANCE

BILLING REQUESTS

CASE MANAGEMENT

GENERAL

PRODUCT MANAGEMENT

MAINTENANCE INQUIRY

FINANCE

LICENSE AND MEDIA

CUSTOMER EXPERIENCE

SALES

EPICOR UNIVERSITY

EPICOR USERS GROUP

EPIC WEB

INSIGHTS

SOFTWARE-GENERIC

UPGRADE SERVICES

SUPPORT

PROFESSIONAL SERVICES

About Encompass Solutions

Encompass Solutions is a business and software consulting firm that specializes in ERP systems, EDI, and Managed Services support for Manufacturers. 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, or 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 the Industry.


To compete, manufacturers in regulated industries need to be agile and innovate at a high velocity. Epicor® ERP is a leading manufacturing platform for life science manufacturers as it offers the product traceability, system controls, and more needed to respond to your growing business while allowing you to meet regulatory challenges. The availability of critical business systems in the cloud improves your ability to compete. Cloud enables both business agility and the increased speed at which technology is delivered to better meet business needs for innovation. Additionally, the Epicor ERP Cloud Validation Bundle for Life Sciences offers a cloud solution designed to reduce the risk of compliance with support for the software validation needs of FDA-regulated businesses.

 

MFG-ERP-Cloud-Validation-Bundle-for-Life-Sciences-FS (1)

About Encompass Solutions

Encompass Solutions is a business and software consulting firm that specializes in ERP systems, EDI, and Managed Services support for Manufacturers. 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, or 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 the Industry.