Collaboration tools for manufacturers are an unsung hero of the sales cycle. However, the benefits of collaboration don’t start and stop at the bottom line. Employee stress diminishes considerably when collaboration and communication are seamless between departments. Connect your business like never before and foster a culture of collaboration in the workplace to discover just how efficiently your organization can operate with everyone on the same page and working with the same data.

Modern Collaboration Tools for Better Efficiency

Build collaboration across a tech-savvy workforce with Epicor Collaborate—the messaging platform for a connected workforce. Simple and easy to use, Collaborate has the familiarity of popular digital messaging tools—with powerful features designed for business.

  • Familiar concepts like tagging, liking, and sharing help promote cooperation and engagement
  • Cloud deployment offers easy access for a remote workforce on desktop and mobile devices
  • Secure, scalable messaging enabled by powerful Azure tools helps you maintain confidentiality

In less than a day, Encompass can teach your team how to use the new tool, and build collaboration with a connected workforce.

The Benefits of Epicor Collaborate

Out of the box, Collaborate comes with pre-built notifications that cover almost everything a business would need. Not only this but setting up notifications is fast and simple.

Managing the alerts you subscribe to as a user is intuitive and handled right from the Kinetic desktop.

You can message users directly, create and message groups, or message users from inside a record that needs their attention and input.  All of this happens inside the ERP system, so there’s no need to clutter email inboxes.

As long as Kinetic users have a Collaborate license and credentials to access it, Encompass consultants can bring your organization online and up to speed in a single day.

For cloud users, set-up is minimal, while on-premise installations will require the expertise of an ERP systems administrator or our own Managed Services team.

Sound like a conversation worth having? Contact Us today using the link below.

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.


Discover how you can create an empowered community with Epicor Kinetic and Collaborate at the center.

 

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 the holiday season approaches, many manufacturers find themselves in a natural lull, with limited staff and streamlined operations. This presents a golden opportunity to address essential business improvement projects that may have been postponed throughout the year. Encompass understands the significance of leveraging this downtime for strategic enhancements. We’re here to help you navigate and execute impactful business improvement projects, positioning your company for a prosperous New Year.

Potential Business Improvement Projects

Encompass specializes in a range of dynamic business improvement projects aimed at fortifying your operational prowess and resilience. Here are some tailored examples:

  1. Maximizing Customer Engagement with an Upgraded CRM System:
    • Enhance your customer service capabilities next year by bolstering your CRM system’s functionality.
  2. Fine-Tuning Operations through Business Process Reviews (BPR):
    • Conduct a comprehensive Business Process Review to uncover efficiencies and refine workflows.
  3. Expanding Market Reach with an Online eCommerce Storefront:
    • Establish a compelling online storefront to broaden your market presence and accessibility.
  4. Facilitating Seamless CRM Integration with Info Worker:
    • Streamline communication between your staff and CRM system by seamlessly integrating Info Worker.
  5. Leveraging Data-Driven Insights with Advanced BI Tools:
    • Harness the power of Business Intelligence tools like EDA to dissect and leverage data from previous years.
  6. Empowering Financial Planning with Advanced Forecasting and Budgeting Tools:
    • Explore tools that empower you to forecast and budget effectively, laying a robust foundation for each new year.
  7. Embracing Cutting-Edge Shop-Floor Control Systems (EWMW):
    • Consider implementing state-of-the-art shop-floor, device-based control systems like EWMW for heightened operational efficiency.
  8. Optimizing Inventory Management through Cycle Counting Workshops:
    • Implement advanced inventory cycle counting techniques through tailored workshops, ensuring precision in stock levels and reducing wastage.

Turning Vision into Reality:

Have visionary ideas in mind but unsure about the execution? Our team at Encompass is poised to collaborate with you, transforming your concepts into tangible, results-driven solutions. Together, we’ll make your business improvement projects a resounding success. Contact us today and we’ll put our heads together to make your ideas a reality.

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.

 


Quoting and estimating are critical processes for many manufacturers. Many software providers lack support for or fall short in delivering these essential needs. Fortunately, Epicor has teamed up with SecturaSOFT to integrate cutting-edge quoting and estimating tools into the Epicor Kinetic ERP solution.

What is SecturaSOFT?

SecturaSOFT is a software company that develops Multi-Discipline Quoting and Estimating Software. Namely, the SecturaFAB and SecturaPAQ solutions. These solutions are designed around the needs of Fabricated Metals, Metal Services, Industrial Machinery, and Folded Carton manufacturers.

Featuring Breakout Capability, users can leverage easy-to-interpret graphical representation and estimate based on nested cutting carried out by specific equipment. Keep in mind that this software is not nesting software. Rather, it uses nesting logic to show a possible nesting and estimate cutting times based on material and machine.

Notable features include:

  • Nesting Estimation: nesting logic for building quotes in seconds
  • Work Order Integration: easily utilize previously-stored geometry to make a quote into a work order
  • 5-Axis Machining: custom tooling setup for complex machining quotes
  • Kinetic Material Integration: pull in materials data straight from Kinetic

See SecturaSOFT Solutions in Action

You can view the SecturaSOFT solutions, SecturaFAB and SecturaPAQ, in action by clicking on the respective links below.

SecturaFAB demo

SecturaPAQ demo

SecturaSOFT FAQ

If you have further questions, you can review the links FAQ document here or reach out to an Encompass representative using the Contact Us link provided below.

SecturaSOFT FAQ

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.

 


Experience the look and feel of SecturaSOFT’s quoting and estimating solution for metal manufacturers: SecturaFAB. The tool allows manufacturers to optimize and automate their estimating and quoting activities. SecturaFAB uses graphical representation & nesting logic to optimize the quote generation process for manufacturers primarily in the fabricated metals, metal services, and industrial machinery industries. Below are two short videos that provide an overview of the tool, as well as a spotlight on the configurator tool for OEMs.

 

 

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.


Experience the look and feel of SecturaSOFT’s quoting and estimating solution for packaging customers: SecturaPAQ. The tool allows manufacturers to optimize and automate their packaging, printing, and container cutting activities. SecturaPAQ uses graphical representation & nesting logic to optimize the quote generation process for manufacturers primarily in the folded carton and print & pack industries. Below is a video that provides a high-level overview of the tool.

 

 

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.


Frequently asked questions about leveraging SecturaSOFT as part of the Epicor Kinetic ERP solution.

 

 

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.


Kinetic, the new name of Epicor ERP, is the cloud ERP solution built with manufacturers, for manufacturers. Accelerate your growth and gain momentum to maximize profitability and position your business for the future of manufacturing.

Capture the true value of cloud ERP with Kinetic. An intuitive, configurable, and guided user experience with embedded learning helps you maximize your profitability with real-time business intelligence and built-in collaboration tools. Kinetic has the functionality you need to run a modern, future-ready business poised to capitalize on data, transform digitally, and innovate without limits.

Upgrading To Kinetic

  • If you are currently running on a previous version of Epicor ERP listed below on-premises, and you upgrade to Kinetic on-premises, there will be no license change as it’s just considered an upgrade within the same deployment
  • If you choose to move to the cloud from an on-premises, there will be a license change to transition to the SaaS deployment

This table provides a quick overview of how your licensing is impacted when you upgrade to Kinetic

Upgrading to Kinetic table

Upgrade Services Program

You can do your upgrade to the latest Kinetic release on-premises or cloud with the help of the Encompass consulting and Managed Services teams. We offer the services and tools to help contribute to your successful upgrade.

The Epicor Signature Methodology is leveraged in every Epicor Professional Services engagement to implement and upgrade your ERP software. Decades of successful software implementations and upgrades have refined the program, resulting in minimized risk, cost, and business disruption. The process of upgrading has driven the need for a specific upgrade methodology to move to the latest Kinetic release. The upgrade program incorporates the elements needed from the upgrade Signature Methodology with the additional assistance your business may need—including technical consulting, customization services, reporting services, configurator services, EDI services, and onsite business consulting

Cloud Upgrade Services

Moving to the cloud has never been easier. Epicor has invested in secure, cloud-enabled tooling and services that provide a system analysis before the upgrade, as well as an environment for packing and delivering business-specific upgrade elements such as data conversion and customizations.

Epicor offers rapid data conversion services that include data cleansing and post-upgrade reconciliation analysis. To reduce the upgrade timeline, we deploy Cloud View where users can use a secure cloud environment to learn and test their release and self-upgrade customizations and reports. To assist with more complex customizations,  à la carte conversion services are also available. Finally, as employee adoption is critical to the success of the release, Epicor Learning offers education via the cloud-based Epicor Learning Center (ELC).

Upgrading to Kinetic infographic

 

Adopting the New User Experience

The new browser-based user experience is one of the biggest benefits you get when upgrading to Kinetic. You can adopt the new UX at your own pace to minimize business disruption with our phased approach. We recommend you start getting familiar by using the Kinetic Home Page. It’s the easiest way to introduce the new user experience and get access to great onboarding features like the Help and Support Panel where you can access contextual and guided training. For more information, please refer to the Getting Started with the Kinetic User Experience Guide, which is located on the EpicWeb Kinetic UX Resources Site, the one-stop shop for everything related to new user experience adoption.

After you upgrade, to assist with the change management process, you can continue using the classic user interface (UI) but there are important lifecycle details you need to consider:

With Kinetic 2021.1, Epicor will no longer continue enhancing the classic UI. Critical and compliance updates will be available for 2 years, but new functionality will only be added to the new browser-based Kinetic UI going forward. After 2 years, the classic UI and the classic and modern shells will be available in the software but not updated After 3 years from the release of Kinetic 2021.1, the classic UI, and classic and modern shells will be removed from the Kinetic application.

What happens to my existing customizations?

Your existing classic customizations are not going away when you upgrade to Kinetic 2021.1. 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. If you have customization attached to a form that has been converted to Kinetic, by default the application opens it in the classic UI.

From Customization to Low/No Code Configuration

There is a program in place to uplift your existing 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. You can run it during the upgrade to Kinetic or any time after. The Professional Services team can help you get started. For more information regarding the new Kinetic user experience, you can access the EpicWeb Kinetic UX Resources site which contains helpful resources and it’s constantly updated.

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.


Review the latest additions and amendments to the Epicor Kinetic ERP solution in this Epicor Kinetic ERP 2021.2 User Guide.

 

 

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.


Capture the true value of cloud ERP with Epicor Kinetic ERP 2021.2. An intuitive, configurable, and guided user experience with embedded learning helps you maximize your profitability with real-time business intelligence and built-in collaboration tools. Kinetic has the functionality you need to run a modern, future-ready business poised to capitalize on data, transform digitally, and innovate without limits.

This document contains the steps necessary to get your business current with the latest ERP solution built for manufacturers of every size.

 

 

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.

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