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.


Looking for a way to leverage the power of your ERP to deliver higher quality customer experiences? Encompass Solutions and Bezlio can make that connection through Epicor ERP and a Self-Service Customer Portal. To speak directly with an expert about how you can get started creating a more dynamic and customer-oriented experience, contact us using the link below.

What Is A Self-Service Customer Portal?

Think of these portals as gateways to sharing what content and data you want with a customer, so that they can interact with it on their own time and on their own terms to carry out actions. The applications aren’t limited to customers, either. Self-Service Customer Portals can also be created for supply partners and vendors you work with and function in much the same way.

The information shared can include real-time order status updates, invoice history, and much more. by and large, the biggest benefit is found in the fact that, once an initial build-out is completed,  connecting the customer with the information they are looking for requires no additional effort your end.

The Self-Service Customer portal delivers the customer’s unique data, stored within your ERP, to enhance the relationship you share, deliver mission-critical updates when necessary, and drive loyalty for your brand.

a graphic image of a happy customer utilizing a self--service customer portal

Still not convinced your business needs a self-service customer portal? Here are four reasons why you can’t afford to not have one for your customers.

1. There’s No Reason Not to Build A Self-Service Customer Portal

While we’re sure you can see the benefits a self-service customer portal provides, you may be wondering about the back-end. We’re talking about security. It’s a topic that occupies the waking nightmares and sweaty fever-dreams of many IT professionals and business owners alike. The Bezlio/Epicor integration that will deliver your self-service customer portal utilizes a unique token-based security process. This process protects all of your enterprise data to the most granular levels, around the clock.

Any information you have designated a customer can access, via a security token from your system administrator, is routed securely behind your firewall. This token is required at several points to ensure and data request comes from the person or persons granted permission for that access. Following verification, a secure channel is opened via Bezlio’s cloud API to link the front-end user and data they are cleared to access. No data is ever stored on the device, be it desktop or mobile, during or after the information is accessed.

At this point in the security conversation, it should be clear that your sensitive data is safe at all times, which means you can share securely and with peace of mind knowing no one without access will be able to view your enterprise data. Are your customers frequently requesting order and inventory information to view or check? Investing in a self-service customer portal will give them access to the information they need without having to involve your staff in the process. The ERP and self-service customer portal take care of it all for you.

2. Self-Service Customer Portal Permissions Deliver Only What Customers Need

Your Bezlio-developed self-service customer portal is completely customizable, capable of delivering all the information your customers need and nothing they don’t. That’s right, you have all the control when building out your self-service customer portal. There’s no compromising your data policies as you may experience with an off-the-shelf package.

If you are unfamiliar with the concept of a self-service customer portal, you may be wondering what information should be shared and what should not.

Some common data examples include order histories, tracking details, shipment information, inventory and parts look-up, order entry, and more. Due to the customizable nature of Bezlio you can share as little or as much as you like, provided that the information you are sharing is relevant to your customers.  Dashboards, search functionality, and many other information tools can all be leveraged when setting up your self-service customer portal.

3. A Self-Service Customer Portal Will Free Your Team

A self-service customer portal pays for itself two-fold. First, it delivers relevant information your customers are looking for via a system that is open to them and secure 24/7. Second, provided you have a platform that facilitates read/write functionality, your customers are granted the ability to modify their own data and handle administrative tasks within the scope of their relationship with your business. This relieves your team of certain admin duties, like placing orders, providing status updates, and reviewing inventory levels.

In providing your customers with the ability to control certain aspects of their information within your ERP system, customer data quality and accuracy are improved. Whatsmore beneficial is the fact that your team no longer needs to manage that data. As a result, your organization runs more effectively. Customer satisfaction improves alongside these organizational efficiencies.

4. A Self-Service Customer Portal Increases Customer Satisfaction And Business Performance

Customers don’t like having to wait.  Few have the time it takes to reach out and get updates on orders, invoices, inventory, or service requests. Why not give them the ability to view, update, and interact with their data when they want it, where they want it?

You’ll find that customers who are empowered to make changes and submit requests or data queries on their own time are far more satisfied with their partner relationships. The result is higher customer satisfaction and improved business performance. This is apparent with the increased volume and frequency of order placement from customers who are able to leverage a self-service customer portal. Handing off the viewing of the status of their repair or service requests in real-time frees your customer service team to tackle more demanding tasks, which saves you time and resources.

when combined, these benefits pave the way for quality data within your organization’s system. So, when the time comes to evaluate employee and business performance, your company leadership has the benefit of more accurate information upon which to base their decisions.

See The Benefits Of A Self-Service Customer Portal For Yourself

There are many reasons for building a self-service customer portal, and at Bezlio, the development platform has been used to create some amazing examples. If you think your organization could benefit from a self-service customer portal, we’d love to show you how this low-code development platform can help you build your own quickly, easily, and at a fraction of the cost of many other software solutions.

About Encompass Solutions

Encompass Solutions, Inc. is an ERP consulting firm, NetSuite Solution Provider, Suite Success Partner, 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.


Empowering your customers to direct their experience will have a positive effect on their perception of your services. Better visibility, better access, and more relevant data ensure clients are satisfied with every step of the customer journey. Bezlio delivers a superior tie in with existing Epicor ERP systems to empower customers, reduce resource costs, and improve ROI. Read on for more info on our strategic partner, Bezlio.

 

Self Service Portals

Among the many features Bezlio self-service portals provide, order visibility, shipping, and order detail tools rank among the most critical in the eyes of the customer. Here’s how Bezlio addresses these needs to deliver a superior service portal and customer experience.

Open Order Access

By allowing customers to view their full queue of open orders that are ready for processing they can address those that are more time sensitive, make better forecasting and drill-down into further details on an as-needed basis.

Order Tracking

A simple and self-explanatory approach to giving customers further visibility into the ordering process, your customers gain better forecasting and turnaround time on orders. This empowers them to deliver on their obligations with better accuracy. As a result, their trust in your dependability increases.

Order History

Providing full visibility into order history allows customers to recreate previous purchases with ease, download and print the necessary details as needed, and maintain cleaner data regarding invoicing, supply on-hand, and spend over given time periods.

Shipment Tracking

Shipping visibility gives customers access to the full field of details regarding every order, including invoice numbers, dates, quantities, order numbers, PO numbers, part numbers, and much more. Good for both in-process and historical data, shipping visibility is one component of Bezlio’s services everyone agrees is essential.

Parts And Inventory Lookup

General and custom parts look-up facilitates real-time inventory visibility to ensure your customers can get the parts and products they need to be delivered on-time and as expected.

Invoice Archives

Convenience invoice sorting and search allows customers to find their invoices by order number and to share essential invoice details with the click of a mouse button.

Autonomous Order Entry

Going one step further than reviewing important order and inventory details, the ability to place orders on their own, without the tedious set-up associated with complicated e-commerce platforms.

About Bezlio

Bezlio a US-based company with 15 years of experience in customizing and optimizing ERP (enterprise resource management) systems and manipulating data. Specializing in mobile, cloud-based integrations, Bezlio offers many supplemental tool integrations for existing Epicor systems, such as mobile crystal reports, Amazon Seller integration, Salesforce + ERP, tableau write-back, and the recently added self-service customer portals.

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.


Your operations are scaling nicely at HQ, but coordinating with remote resources and even inter-departmentally in real-time is proving to be a significant hurdle. Most of your team is in-house, while any number of employees can be out on the road, on the manufacturing facility floor, or logging in remotely. However, you need everyone connected and on the same page to be functioning at 100%. A robust ERP system fro the likes of Epicor keeps everything in the pipeline and within arm’s reach, but you’ll be pinned to the desktop when making any significant maneuvers that rely on data from your ERP systems.

Bezlio Offers Mobile ERP Solutions To Users On The Move

Developed by Bezlio in 2016 as a response to a workforce that is increasingly on the move, the platform grants remote and secure access to the crucial data you need to reference or readjust, from anywhere.

With an agile approach to utilizing resources remotely, Bezlio delivers a modern solution to operations that provides stability and agility in a constantly shifting environment. Keep your sales team, warehouse procedures, and audits in line and on point with live data your workforce can access on their mobile phones and tablets.

a picture of the Bezlio mobile platform logo

Bezlio is not just a fancy interface for mobile devices. It is exactly what you want it to be, with the capability to take shape according to your needs. Robust and detailed dashboards can be created for every department, putting the data employees and executives have to see right in front of them for a streamlined process from every angle. You gain essential insights from everything, including parts inventory and payroll sheets all the way out to the big picture with quarterly trends, annual projections, and beyond.

A Picture Of Bezlio ERP Sales Module Dashboards On Different Mobile and Desktop Devices.

Up And Running In A Fraction Of The Time

Compared to traditional ERP implementations, which can take months and even years to complete depending on the size of an operation, Bezlio can go from “in box” to “in action” in a day. Don’t know exactly what you want out of a dashboard or how to go about creating one? That’s OK: Bezlio has pre-made templates for your essential divisions to get them started straight away. Each template can be altered as you see fit. These exist for everything from sales to distribution, rapidly mobilizing your data for use in any direction the business day can take you.

Have existing software you need integrated? Bezlio already has direct compatibility with the most widely used enterprise tools. Plugins for Salesforce, Microsoft SQL Server, Epicor ERP, ODBC and Crystal Reports are already available.

Modern Security Without Compromise

Depending on who you’re talking to, ‘cloud’ can be considered a four-letter word. Security is on everyone’s mind, but with Bezlio you never have to compromise the integrity of your sensitive data when working in the cloud.

An infographic of Bezlio's security protocol and process

The platform utilizes a token-based entry system. Meaning, only those users, and their associated devices, that have been specifically granted access to the platform can access the data. Going further, admins can restrict exactly which subsets of data each user can access at any given time.

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.


Bezlio Interface Enhancements For Epicor ERP

With 6 facilities and over 300 manufacturing employees, the sheer cost of licensing and hardware, as well as the volume of transactions recorded on the shop floor, presented a challenge for Mickey Truck Bodies (Mickey), but Encompass had the perfect solution to enhance their Epicor system: Bezlio! The unique Bezlio interface offers a flexible enhancement to Epicor using “Bezls” that provide the ability to add key features without significant expense. In addition, they are able to use the Bezls from anywhere in their shop, even where WiFi may be spotty.

Bezlio Interface enhancements classify as killer tools when coupled with Epicor ERP

Mickey manufactures all-aluminum beverage bodies and beverage trailers, dry freight, and refrigerated van bodies, emergency vehicles and specially engineered equipment for customers throughout the U.S. and more than 50 other countries. The company operates a national network of full-service Reconditioning/Service Centers and a complete Parts Shop with genuine Mickey Parts as well as parts for most competitive makes and models.

Bezlio Interface: Real-Time Inventory Transfer App

To increase efficiency, Mickey desired an inventory transfer solution to enable users to issue multiple materials to a job from mobile devices. The user begins the process by entering their employee ID, and then inputs the job and optionally the assembly/operation. A list of buttons is presented per the material requirements. Inventory on hand is displayed, and the user can tap or scan the barcode of the warehouse/bin they wish to pull from, indicate the quantity, and move on to the next material. When all inventory selections are specified, the user clicks the ‘Issue Materials’ button, and all transactions are processed in real time.   

Bezlio Interface: Production Labor Transactions On Mobile Devices

The design of the Bezlio interface provides the ability to track production transactions from mobile devices. Users can clock in, clock out, start/stop production activities, and start/stop indirect activities. The end activity screen for production activities allows for the input of completed quantities as well as scrap. When clocked into a production activity with attachments defined at the job level, such as an Assembly Guide, they are presented as buttons that can be tapped to display in a built-in PDF viewer.

Bezlio is a cost-effective solution for using mobile devices to efficiently capture and record shop floor data in real-time. Because Mickey has multiple facilities utilizing Epicor, there is a huge saving on MES user licenses and workstation hardware costs, estimating between $80,000 – $90,000. In addition, transactions from all locations are streamlined and controlled, making data entry and collection easier while simultaneously enforcing critical business rules.

Ready for your business to run with a killer toolset?

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.


How Bezlio Adds Predictive Analytics And Machine Learning To ERP

I’ve always been passionate about bringing new technology to companies to help them be more competitive. An exciting emerging technology that’s got the IT/IS crowd buzzing right now is using machine learning to allow for smarter data analyzation. Companies spend a significant amount of money generating data compared to analyzing it. With the technology Bezlio is built on, we allow companies to take emerging technologies, like predictive analytics and machine learning, as they become available and leverage it regardless of the back-end system.

machine learning and predictive analytics with bezlio and epicor erp

In a recent technology article, Forbes tells us that Machine Learning is the ability for computer programs to analyze big data, extract information automatically, and learn from it. 

We are able to run Epicor ERP along with Bezlio to utilize machine learning and predictive analytics. Bezlio’s plugin architecture means that the source data can be from anything, along with a plugin available in Bezlio that utilizes the Accord.NET Framework, a very popular machine learning library.

To get to the golden Promised Land of machine learning, however, we must first walk the dark path of statistics. Seriously though: Most of the machine learning concepts were derived from past statistical analytic techniques. Even applying some simple statistics can be used with ERP data to gain better insights. I have always liked statistics because it takes the gut out of gut decisions based on incomplete data.

To learn more about Bezlio please visit the website.

To read the original blog entry including multimedia and technical details, please click here.

During the 2017 Bezlio Mainspring Developer Conference, Brian Ellis spoke about the subject of predictive analytics and machine learning as it relates to using it with Bezlio and any ERP or CRM.

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.


Encompass is always proud to share smart solutions and one of the most exciting to emerge recently comes from our partners at Bezlio. Their mobile Epicor CRM Google Maps integration is the latest innovation to come from their development team. What Is Bezlio? Bezlio is a revolutionary platform that allows you to utilize the cloud to access and interact with your data using apps, analytics, and dashboards, all without requiring you to expose your private enterprise data to the Internet. In short, you can unchain your workforce from their desks and workstations with these ‘bezls’. Bezls are mobile device optimized dashboards and interfaces you can utilize on any device, anywhere you go.

CRM Google Maps Integration

Encompass Solutions partner Bezlio has developed an exciting integration for Epicor ERP users that combines the power of any time, anywhere CRM for your sales teams and google maps. leverage these powerful tools to empower your sales teams and improve customer satisfaction through the use of end-user tools, like self-service portals. Watch the video below to learn more about this innovative development from Bezlio.

About Bezlio

Bezlio is, a US-based company with 15 years of experience in customizing and optimizing ERP (enterprise resource management) systems and manipulating data. Specializing in mobile, cloud-based integrations, Bezlio offers many supplemental tool integrations for existing Epicor systems, such as mobile crystal reports, Amazon Seller integration, Salesforce + ERP, tableau write-back, and the recently added self-service customer portals.

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.