an image of the revolution mill campus, where encompass consultants complete each erp assessment

ERP Assessment: What’s Underneath That Pretty Blanket of Snow?

This winter has delivered much snow to practically every state, including recent snowfall in North Carolina where our

This winter has delivered much snow to practically every state, including recent snowfall in North Carolina where our headquarters are located. I love the way the snow looks when it has first fallen covering streets, cars, yards and buildings with a sparkling white blanket, covering up all imperfections making practically any landscape a picturesque winter scene. As we all know eventually the blanket melts and returns us to the reality of our environment. In business, the beautiful snow blanket takes the form of apathy, resistance to change, misunderstanding or even a simple lack of expertise or knowledge. This blanket is a natural occurrence for most businesses and is even to be expected, but every once in a while you need to break out the shovel and dig down to the real issues and fix them before they become worse. As experts in ERP consulting and support, we offer assessments and solutions for your ERP. Our ERP assessment findings can get under that pretty blanket that has covered up problems and inefficiencies and brings them to light so they may be uncovered and a strategy put in place to solve them.

an image of the revolution mill campus, where encompass experts complete each ERP assessment

What is an ERP Assessment?

An ERP assessment considers the software configuration and setup, the business processes in place as well as areas of opportunity with modules, features, and functionality that may not currently be in use. Analysis may identify betters to leverage existing and unused functionality as well as streamlining or revisiting business processes that may not be fully effective. In addition, an assessment will evaluate the benefits of an upgrade to current releases, or implementation of new functionality where appropriate.

Why Is ERP Assessment Important?

Assessments are essential not only to guide the development of individual ERP strategies but also to monitor and continuously improve the quality of your ERP, inform leadership and staff, and provide evidence of accountability to those invested in an ERP such as Epicor. As Epicor ERP consultants we do assessments on many types of businesses for many markets. The assessments may be done across an entire company, business unit, or even to address a specific departmental or functional focus. Many times assessments may be requested or suggested due to an impression that new functionality or upgrades need to be evaluated, that business needs have changed, there has been staff turnover or even considerations of advances in technology. Recommendations and preliminary plans will be provided.

What does an ERP Assessment Involve?

Each assessment will be customized to meet your specific business objectives but typical Encompass Solutions ERP assessments include the following:

2-3 day onsite survey review of business and requirements (necessary for context) and includes:

  • Current System Configuration
  • Business process and transaction review
  • Company objectives and direction
  • Interviews with functional team leads and relevant management
  • Analysis of implementation progress (complete and remaining efforts)
  • Open issue review
  • Deliverables will include results and our recommendations:
  • Documented strengths/weaknesses of the current system
  • Feature/function training opportunities
  • Business processes requiring review and potential revision
  • System configuration suggestions
  • Additional functionality / modules / features to increase ROI
  • Upgrade process and benefits
  • Presentation back to client team summarizing findings with opportunity for draft review and discussion
  • Final assessment presentation including estimated costs where applicable

Contact us to get assessed and start uncovering the path to improvement.

About Encompass Solutions

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

Sonia Haslam
Sonia Haslam

About soniah

Sonia has served as managing partner of Encompass Solutions since the company was founded in 2001. She began in manufacturing, working on an ERP implementation. From there she became proficient in small business operations, including the development of a standard implementation methodology. As she has grown to take on ever more complex projects—including many for large, multi-national companies—Sonia has (at last count) worked on over 30 implementations in a cross-section of process industries. She is particularly knowledgeable in enterprise-wide integration and the management and support of heavily customized applications.