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VIRTUAL AND REMOTE CONSULTING

Businesses are increasingly placing greater emphasis on virtual and remote operations internally and externally. This includes remote consulting services for projects within their organizations.

In an effort to address the increasing call for our services and the remote requirements businesses are adopting, we've expanded our emphasis on remote services in consulting, implementation, and education. Use these invaluable opportunities for your business to prepare to scale up for future growth, from anywhere.

You can tailor these training seminars and implementation services to topics specific to projects currently underway or planned within your organization. The benefit of leveraging these services remotely results in better use of your time and money while keeping your workforce secure and productive.

WORKSHOPS AND INITIATIVES

We’ve listed several of our more popular projects to give you an idea of how these remote consulting services can be used to benefit your business. These offerings allow you to not only take advantage of downtime and idle periods, but also leverage you extra capacity to get a head start on the coming surge of your next busy season. Packages to guide you through value-added tasks include:

Physical Inventory And Cycle Counting

If a factory is idle, this is a great time to perform a full physical while inventory is not moving.  With accurate inventory, once business picks up, you can be sure you can effectively use MRP and purchase suggestions with trusted output and make better inventory decisions.

Once you have your inventory trued up, cycle counts, when used properly, will let you keep your inventory accuracy high and remove the need for a year-end full physical inventory.

Typically, we can remotely assist a client that has no prior knowledge of performing a Physical Inventory with a couple of hours training, a hands-on workshop, and some remote support during the physical inventory itself.

Preventative Maintenance

Epicor sells the Maintenance Management module to manage the maintenance department and its requests. The module also provides the framework for setting up preventative maintenance schedules, as well as planning and creating maintenance jobs.

With a factory idled, it’s a great time to schedule maintenance and set up this module for maintaining machinery, define maintenance plans by machine so that after a certain number of hours it can be flagged for maintenance, and be able to design and test so that when the plant is at full operational capacity, maintenance basically runs itself.

Fixed Assets

Many companies own this module, but it's typically brought online after an initial implementation project as a Phase 2 component.  The Fixed Assets module lets you track your fixed assets and set depreciation schedules, that integrate automatically to the general ledger, reducing the need for manual depreciation calculations at the end of your financial year.  It’s also integrated with the Maintenance Management module to align with the same equipment – setting up for one module will ease the implementation of the other.

Using downtime to set up and automate the handling of depreciation now, will mean one less task to be performed at the end of every financial year.

Costing

Many of our customers have questions about how Epicor handles job costing. This can be a complex area. Every company will have a costing model that works best for them – standard costing, average costing, FIFO, Last Cost are all different costing methods supported by Epicor ERP, and choosing the correct costing model has big implications as to how costing is reported to the general ledger.

Having accurate costing will also highlight or red-flag materials (both raw materials and finished goods) that need to be focused on to improve and maintain profitability. This targeted consulting event would be specific to your organization and would be comprised of a training component, recommendations from us based on conversations with your business, and support in setting this up in your environment.

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EPICOR-SPECIFIC PROJECTS

Epicor ERP is a substantial enterprise software solution that requires involved setup, training, and ongoing upkeep. We are continually working with our partners' systems and staff to ensure they are working on capable systems with knowledgeable individuals. Here are some of our most often utilized Epicor module and enterprise system services:

Project Management

The Epicor Project Management module lets you tie all the activity for a project, and get an overview of all the costs involved.   This is especially good for long term projects, allowing you to track sales expenses, orders, engineering design time, purchasing and manufacturing costs, and provide a full overview of the entire project from beginning to end.  

Being able to tie all this information together automatically is a huge timesaver, you no longer have to write custom reports, or manually pull information together.  For many customers, especially those selling to government agencies, for example being able to set milestone billing, or providing a percentage of completion billing that would other be a very manual and cumbersome process.  

Epicor’s Project Management module also provides for revenue recognition, both at the phase, and project level.  It also fully integrates with the general ledger within Epicor ERP.

Case Management

This is a Customer support tool, that many people have licensed, and are not leveraging.  Case Management allows an organization to use a case as a ‘binder’ to track customer issues, and tie together the relevant quotes,  sales orders, jobs, materials, RMA processing and solutions together for a holistic view of the customer’s resolution – it’s particularly useful in the quality area. 

Use of Case Management allows your organization to build up a knowledge base, to be referred to should another customer have a similar issue in the future.  With this module you can track KPI’s, like time to resolution, and SLA commitments.    Epicor’s Task Management system can also be leveraged here.

Task Management

Many people have access to Epicor’s Task Management system.  Task Sets are embedded into Epicor's Quotation, Engineering, Case Management modules. Having a structured set of tasks within a case, quote or engineering workflow, aids in ensuring that your team adheres to your companies best-practice standard procedures, and ensures compliance.

Enhanced Quality

Epicor’s Enhanced Quality module builds on the foundations of the standard quality module, allowing you to design and configure inspection plans that tie to your organization's quality needs using out of the box software. This is often used to ensure correct equipment calibration, in conjunction with the Maintenance module.

CONTACT US

Schedule your remote consulting engagement with Encompass Solutions today.


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