Patrick Miskill’s series on ERP management continues with a closer look at how the most powerful tool you can get for managing your system, the DMT, works alongside the most important feature, the Method of Manufacture, or MOM. That’s right, love your MOM is stll the best advice ever. 

The Epicor ERP system, like similar systems from SAP or Oracle, contains hundreds of tables in a single relational database.  The database is almost irrelevant; however, the logical “rules” regarding how the data exists in the database is critical.  Generally speaking, ERP systems consist of simple code (e.g. Unit of Measure) tables, then more complex entity tables (e.g. Suppliers) and finally transaction‐based tables.  All these data must follow rules for “referential integrity” and the underlying database engine must keep track of the data and enforce the rules whether we are talking a few dozen rows of data in a single table or millions of rows of data in hundreds of tables.

The Ease Of Epicor DMT

The beauty of these “back door” tools is that they are quick and easy to load and run. And they also provide instant feedback to the user as to the program’s progress. Either a row insert succeeds or fails.  You can test a single row in just a few seconds; it if fails, the Data Migration Tool provides an error log telling you why it failed.  Error messages can be somewhat cryptic, but usually, it is straight­‐forward.  E.g. you are missing a required column (e.g. the “Company” column). And when all else fails, you can always go enter a row via the standard product then look at the resulting data in the underlying table(s) to deduce what the business object requires. Each DMT template lists the required and optional columns with a basic description of the data. As long as you follow the “rules” the data loads from the spreadsheet, just as if you keyed it manually into the system.

Some data relations, however, are quite complex and even the data template from DMT will cause you “instructional anxiety” (that feeling you get when you read an IKEA instruction guide and say, “What the heck?”). Rule­‐of‐thumb:  Just follow the rules, get one data set to load OK, then attempt a larger data set until you get it right.  Big mistake: Run a spreadsheet with tons of rows without testing and end up with garbage in the system, or better yet, a crashed system!

Case‐in‐point:  Method of Manufacture 

Epicor stores the Method of Manufacture (MOM) for a part as a series of operations and materials linked to the finished goods Part and Revision. It is the “how­‐to” cookbook to make something as simple as a screwdriver or as complex as a 747. It may consist of a single Operation with one or two raw material parts or it can be multiple sub­‐assemblies, each with their own operations and materials. It provides not only the “how­‐to” instructions to build something but it also contains estimates for the labor and burden rates to perform the operations.  These estimates are critical to any manufacturer since they provide the baseline for each manufacturing job in determining how well the actual product conforms to the method and whether the actual costs are in line with the estimated costs.

In the Epicor Production Management module, before a single MOM is created, all dependent data must be loaded into the system.  Example, all raw material parts must be entered, each with a given unit cost. All machine resources used in the manufacturing process must be loaded and activated.  All labor resources (Employees) must be entered along with their labor and burden rates. All operations must be defined and assigned one or more resources. It is an enormous engineering task to get these data entered and all the relationships established properly so that the Epicor ERP system’s production jobs can begin tracking and documenting each step of the MOM, including capturing all related costs for management review.  When done correctly, a company can then take advantage of the “Holy Grail” feature of ERP: MRP (Manufacturing Resource Planning, where the system can analyze demand and forecast part, labor and machine requirements for meeting that demand).

Of course just as in life, “things change” like the cost of raw materials, labor rates and then you always have “Acts of God.”  For example when the earthquake off the coast of Japan struck in 2011, the resulting tsunami wiped out many manufacturers along the western coast of the country, leaving companies like Toyota in a serious bind as their “just­‐in‐time” processes ran out of parts and sub­-assemblies needed to manufacture cars and trucks. Imagine the sleepless nights that production managers must have had, re­-engineering their MOMs and seeing their MRP rules flushed down the proverbial toilet!

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.


Industry veteran Patrick Miskill is bringing us a series of three blog posts about the nuts and bolts of the ERP system, namely what the deal is with data migration tools. For those of you who have been craving pure technical detail, these are for you. For those of you whose eyes glaze over in the face of phrases like ‘logical hierarchy’ or ‘object‐oriented‐design,’ don’t worry! Patrick lays it out as clearly as you’ll ever read it. 

After thirty years in the IT field, it becomes a lot harder remembering all of the software you’ve laid your eyes and hands on. I have used databases from Microsoft, IBM, Oracle, and other companies—some that don’t exist today, or have been swallowed up by the others, or some that no one remembers at all. One thing has remained the same though: Input‐Process‐Output.  Support tools come and go, getting relabeled, or “improved”, or put out to pasture, and I’ve learned to not believe the hype about some tools: anything other than Input‐Process­‐Output is usually lipstick on a pig. If it’s fancy with fancy words and it’s supported completely by the vendor it might be the real deal; otherwise, it’s junk and a complete waste of your valuable time.

Encompass, Epicor, And Data Migration Tools

Encompass is an Epicor Certified Platinum Partner because Epicor and its Data Migration Tool (DMT) live up to the hype. It’s used for not only loading data but for also updating and deleting existing Epicor data, and makes transitioning and overhaul incredibly easy. In a nutshell, the DMT uses spreadsheet templates that work just like the way data is organized within the Epicor ERP system. If you can use Excel (and who can’t?) you can load thousands of thousands of lines of information into the ERP.

Outside of the nutshell, well…

The DMT is designed in a logical hierarchy that mimics the data relations in the ERP system. It also takes advantage of the object‐oriented design of Epicor ERP and calls the very same programs (“business objects”) to complete a transaction, whether it is loading a single row into a simple code table, or loading thousands of rows into dozens of related tables. A user loads the raw data into an Excel spreadsheet following the “rules” for data formatting then runs the specific DMT program for that relation.  DMT reads the rows of Excel-based data and one‐by‐one, loads the data into Epicor ERP.

The bottom line: DMT is fully supported by Epicor and over the past 4 years I’ve worked with it, it gets better and easier to use. Nothing else in my thirty years has come close. DMT is absolutely essential to any Epicor ERP customer.

For my most recent real-world example that shows how flexible DMT is, I helped a client that had an on­‐going need to update their Method of Manufacture/MOMs based on business decisions related to the raw materials they used to build fabric belts. Let me know how fun this sounds: Imagine manufacturing a fabric belt 84 inches wide over 3,000 feet in length; the raw materials (giant spools of nylon and/or polyester thread) can weigh over two tons and can consume 100 times the length of the final product.

As market conditions changed and different raw materials were chosen to build the belts, the MOMs would have to be updated to reflect that change.

The nightmare I’m sure you’re imaging never came to be, thanks to the Epicor DMT. From loading open invoices to performing regular updates, data migration tools vastly simplified this time-­‐consuming and manually-­‐intensive task.  And, as more systems move to the cloud and IT resources become more of a commodity, it is inevitable that a company relies upon a technically savvy user (yes, we all know how many hats management expects us to wear!) to take on the role of “Dr. Data.”  DMT is built for exactly this purpose; it allows any user to easily insert, update or delete data in the underlying database without having to use the standard product programs.

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.


Database Health Check: Epicor Data Scrubber Utility

It’s good practice to check that your database health is at an appropriate level on a periodic basis. Over time, it’s possible to build up orphaned records, detail records that contain values that do not total to summary records, and other things that can cause performance and data integrity issues.

As long as you are current on maintenance, Epicor supply a tool that lets you check that your database is in tip-top condition, and will provide programs to resolve any issues that are uncovered. This is recommended not only before an upgrade to ensure things go smoothly but on a periodic basis for optimal database health.

The data scrubber utility is a collection of commonly applied data fixes, which the support technical team has gathered together into a package to do a “health check” of a customer’s system. They are continuously adding to it as they find additional opportunities.

The process:

  • The customer would log an issue requesting from support, we can do this under our customer’s site ID
    or Run the program against the database of choice
  • Each sub-routine will stop when it finds an invalid record and create an entry in a log file, then move on to the next routine (no tracking of the specific errors at this point)
  • Generates a log file which gets sent back to support.  Support will then send the relevant fix programs back to the customer
  • The customer runs each fix program, which will show all the relevant records and provide a chance to fix all, some or none of the records. This gives the customer enough information to troubleshoot the cause of the data problem and to fix it at source

This collection of assessment algorithms is new in the last few months, but the ‘fix it’ programs have been available individually for some time now.

An assessment should be considered as a maintenance routine and should be run for database health for all customers periodically, anyone going through a Business Process Review and anyone considering an Upgrade.

We will consider using this utility to get ahead of any E10 upgrades for database health and troubleshooting. We want to ensure that our customers upgrade with ‘good’ data. For larger databases, it may take a good couple of days, but it is really worth it!

The utility was discussed in several sessions at Epicor’s Insights 2015, so many of our customers will have heard about it and maybe asking themselves questions.

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.


Where To Begin With the Transition To ERP

Few things strike fear deeper into the hearts of people more than change. It doesn’t matter if they know the change will be good—“This system has never worked for us and a new, better one will improve our business,”—or bad—“We need to expand beyond our current system and it’s going to be very expensive and time-consuming.”—it’s still just changing. That means the whisper of the unknown growing louder and louder into a yell of “STOP!” Here’s what you can do to prepare for the transition to ERP.

Of course, the rest of the world isn’t stopping, no matter how loudly you ask it to. Your growing need to expand or improve will only keep you behind the rest of your industry if you don’t get to changing and leaving your legacy system behind. You can’t do too much planning or preparation before the transition, so the sooner you start the smoother your change will be. Here’s a general idea of what you can look forward to.

an image of making the transition to ERP

Examine Needs and Appropriate Software

First things first, ask yourself is the transition to ERP appropriate for you? The larger and more intricate a company is will increase the need for the cohesive organization and company-wide integration. Alternatively, a smaller company may do just fine with standard office software combined with strict processes and organization. Since you’re reading this on our website, we’re guessing you’re going beyond simple and have kicked around the idea of a transition to ERP territory. While we stand by Epicor as a flexible and robust system that can become a tool for any company, you owe it to your company to consider all options available (before you come back to us, of course).

Get Everyone on Board

Many business decisions are unilateral, but when it comes to the software that every one of your employees will be using every day, all day, you’re going to need their opinions. You’ll also need the backing of all of the shareholders as well, and to be blunt, the relationship between the software vendor and the people paying for its implementation can be quite rocky. Many of these partnerships are mediated by a third party project manager, and they can help the shareholders understand the scale of implementation—which can be expensive and take years to complete—and the software developers understand the specific needs of the company, often through employee feedback which a third party can keep anonymous.

Define Goals and Channels of Communication

Now that everyone is ready to move forward, it is time to define exactly where everyone will be moving to and when they should be there. The software vendor will need to work with the company on tempering realistic dates and achievable goals, and the company will need to work with the software vendor on providing information and process transparency, as well as ensuring employees are receptive and ready to be trained. Establishing clear avenues of communication between the project management, the company executives, employees, software vendor, and engineers are of paramount importance.

Expect Chaos

Everyone will be putting forth their best efforts to be clear and concise, to meet deadlines and goals. And despite everyone’s intentions and efforts, things will probably go wrong. It’s stressful and upsetting and the urge to point fingers and yell is going to grow, but it’s important to maintain some perspective: your company is being taken apart and put back together and when it’s over, it won’t look or work the same. It’s a major invasive surgery, it’s a complete overhaul. Be prepared to roll with the punches: the pain won’t last long!

Eliminate all Aspects of the Legacy

No matter how well a preexisting system might have worked beforehand, it has no place in a brand-new ERP system. Information needs to be transferred or archived and every aspect of its usability needs to be transferred to the new system. Having an old system remaining open or employees creating informal workarounds defeats the purpose of an ERP. The solution to any problem should never be having redundant systems, duplicating data entry, or wasting time reconciling the two differing systems. The company needs to make sure all employees are ready for the transition and have hopefully been listening to employee input so that the form and function of the system work for them.

Training, Responsibility, and Refinement

As the system creation and installation draws to a close, the team should look back on their progress and realize how far they’ve come in building and implementing the new system. If everyone has done their part they should feel a sense of ownership in the ERP system and this positive feeling will aid in the training and maintaining of the new system. This extends to the software vendor and the engineers as well, who will be providing a lifetime of IT support and will be aiding in the modification and refinement of systems in the future. Like any system, your ERP will work for you right out of the gate but as it is used over the months, your company will discover the parts that work better than others and processes that can be made more efficient with tweaking.

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.


if only henry ford had the benefits of epicor social enterprise

If Henry Ford and Thomas Edison had your email inbox, we’d probably ride horses to work and read our reports by candlelight.  Information is the brain fuel of our businesses, that much is true.  However, email, unnecessary meetings, and worse – constant interruptions – have turned that fuel into the business equivalent of the Twinkie.  You can live on Twinkies, but it’s not a good life. This is where Social Networking for ERP really shines. It reclaims your inbox, cleans the fluff out of your calendar, and allows you and your teams that ultimate modern luxury – Focus.  Below are two ways Epicor Social Enterprise will rock your business world. Want to know more about Epicor Social Enterprise? Get in touch using the contact us button below.

Focus – Epicor Social Enterprise Delivers Faster Results With Fewer Emails

Epicor Social integrates the most valuable features of social networking right into your ERP system. This means your activity stream built into Epicor shows you what you need to know, when you need it, exactly where you need to see it in order to do your job effectively.  Have a hot customer order that needs special babysitting?  Follow it. Concerned about your new product launch?  Track #MySuperAmazingProject using hashtags. Use callouts to send a question to the quality control team or accounting and bring them into the dialog.

The point is that Epicor Social gets work out of your inbox and back into the ERP system where the real work happens, anyway. Everything is linked.  Everyone that needs to be involved is involved. And everything has a context, so you jump right from the discussion into the Epicor record and do the work that needs to be done. Vitamin F(ocus) is a good thing.

Innovation – Let The Creative Juices Flow With Epicor Social Enterprise

If information is the brain fuel of your business, innovation is the lifeblood. Innovation is what allows you to respond to changing customer needs and position yourself successfully in a crowded marketplace. Innovation is amazing.

The problem?  Innovation is also tough.  You need geniuses, but they’re in short supply.  What most businesses have instead is an untapped collective pool of experience and ideas spread across the entire team and no way to harness it.

Epicor Social is the Juice-O-Matic that taps into your team’s creative juices. Does Sales love the idea?  Super. What does manufacturing say?  Bring those voices together, comment, vote, and move on. Companies that embrace social networking in ERP typically see an upswing in innovation, shorter process and decision times, better profits, and more on-time projects.  That’s how you measure lifeblood, and that’s what Epicor Social brings to your business.

Ford and Edison understood focus, collaboration, and innovation. So does Epicor. Let us know how we can help you evaluate Epicor Social tools and help you get out of your inbox and back into your business 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 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.


The Benefits Of Working With An ERP Provider

This sounds ridiculous on the surface, yet most of us are guilty of attempting to do it all on a daily basis. When it comes to working, it is easy to become distracted by the things that are not the focus. This includes everything from accounting, marketing, facilities management, human resources, technology or a hundred other things. On occasion, we all have an epiphany and realize we would be better off letting those who are experts do what they do best. Not only does it take the burden off of you to learn how to do yet another job, but it also allows you to focus on what you do best. In this case, the contractor will typically execute quicker, more efficiently and cost-effectively than you could have. In addition, experts can see the future (except for Beck winning a Grammy. Nobody saw that coming – especially not Kanye), avoiding pitfalls and putting a system or process in place that enables growth. This will allow you to maximize your investment in the areas that fall outside of your expertise but are needed for growth. Below is an outline that will help you determine if you need to work with an ERP provider and how to get the most out of your vendor, specifically your certified Epicor Platinum Partner and ERP provider.

na image of a team of erp provider, erp partners, and erp consultants

Can I do the job myself?

Define the project

  • Goals (sometimes requirements)
  • Budget
  • Timeline
  • Benefits of the project and perhaps even ROI
  • Champions
  • Naysayers
  • Entitlement
  • What are the problems I’m trying to solve
  • Where is my pain?

Define the resources

  • Internal skill sets
  • Available capacity of internal resources
  • Can I borrow from other departments?  This is good, cause there may be limited culture or communication issues if we use internal people from other departments.

Define the holes

  • Skill sets
  • knowledge (industry or product)
  • team building ability
  • time (you might have the right people, but they’re all too busy, or managers won’t release them)

OK, so we need help—where can I get it?

Define the help needed

Define how long you need help

Define where you want the help to work

Define how closely you want them aligned and absorbed into your company and culture

Define the nature of the relationship

  • Contracted for project life
  • Contracted on an hourly/daily basis for specific tasks

Research where the help can come from—the Internet, references from users groups or professional organizations

  • Vendors
  • Independent firms
  • “one-man shops”

Qualify experience, willingness, availability and back-up staff

Will the vendor have access to executives-how often

OK, so we found help, how do I launch them?

Tell them why they were hired

  • Tasks
  • Responsibilities
  • Why they want the work

Talk to your vendor-identify:

  • Terms of service
  • How to change the terms of service
  • How does the vendor get measured & paid
  • How does the vendor raise issues and problems and to whom
  • What are the vendor’s role and place on the project team
  • How will you review the vendor’s work
  • What are the vendor’s documentation responsibilities?
  • What collateral do you expect the vendor to have/develop/bring with them

Work with the vendor to develop and agree upon

  • Project plan-they should have direct input to their part
  • What is the vendor to deliver, how and when
  • What tracking and reporting the vendor is responsible for
  • Work authorization documents
  • Change order documents
  • How often to report hours/ send invoices

Share the project metrics defined in 1. above

OK, your vendor is the expert and you hired him to be the expert, so why aren’t you listening?

Don’t second guess your choice, or them

Second opinions should be disclosed

Promote whatever corporate cultural relationship and inclusions are possible

A sidebar of bullet items that vendors bring to the table.

Knowledge of product specific feature/functionality

  • What’s a standard product
  • What needs customization
  • where are the switches

Knowledge of industry best practices

Knowledge of how to do a project successfully

  • He’s been doing them and getting out alive for a while now…
  • Where to get more help
  • When to stop digging the hole

How to work within the framework of what you bought

  • What you should not modify (change, customize or custom build)
  • How long it will take

Separating Needs/Requirements from Entitlements?

  • Defining business issues as separate from workflow or work process issues
  • Will the INFORMATION (not data) be there?

as your national and neighborhood ERP provider, we are here to help if you decide you need assistance with the implementation of your ERP. Contact us today and let us know what level of service you need so you can get on with doing everything else.

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.


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.


We are proud to present our new website which explains very thoroughly what we do and who we serve as Enterprise Resource Planning Consultants. However, we are even more proud of the work we do for our clients and their satisfaction with our ERP solutions. For this reason, we have prominently shared testimonials from various clients across many industry types on our homepage and in our many case studies as proven and certified ERP consultants. These testimonials are real-world examples of how we have implemented ERP Solutions such as Epicor and how that has made a difference for our customers in terms of increased efficiency, increased profits, accessibility across many locations and platforms, accounting, inventory, new modules, and general satisfaction. As they say “the proof is in the pudding.”

An image of what encompass solutions does as Enterprise Resource Planning Consultants

Our Role As Enterprise Resource Planning Consultants

Ultimately our ERP team is here to quietly enhance our clients business processes allowing them to design, produce, serve and sell across the country or around the world without worrying about their ERP. What we do behind the scenes is problem solve, customize, analyze, deploy, upgrade and support our customers ERP systems. It’s a mutually beneficial relationship allowing each group to do what they do best so that our customer’s customers have great experiences and come back for more.

Going forward our team of technology experts will blog about a wide variety of Enterprise Resource Planning issues including common mistakes and how to avoid them, transitioning to ERP and trends such as Mobile ERP, Cloud ERP, Social ERP and Two-tier ERP as well as some success stories and creative ways we have addressed customers needs.

In the meantime contact us with your specific needs. Technology changes faster than most organizations can.  Let’s talk about where you’re going next.

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.


When it comes to North Carolina ERP consultants, Encompass Solutions, Inc. has been delivering an array of top-tier services to local, regional, and national manufacturers and distributors since 2001.

Specializing in business systems selection, design, and implementation, Encompass Solutions, Inc. has the tools and knowledge to improve processes and reduce waste at every level of an enterprise. Through proven approaches to business consulting, ERP software implementation, training, and IT support, Encompass provides clear direction with clear results.

For nearly two decades, we have been empowering enterprises of every size with expert services and tools that they need to achieve success in a competitive landscape. Whether you are aiming for rapid expansion or slow and steady growth, we have the right fit of methods and expertise to help your business match the pace of Industry.

North Carolina ERP Consultants & Services

• Software Selection for new and replacement information systems.
• Project Management, Implementation Support, and Training for all manner ERP systems.
• Business Consultation and analysis for improvements within your organization.
• Rapid Development with goal-focused consulting and solid project management methodology.
• Strategic Direction Determination to help clients acquire competitive advantages.
• Business Auditing to review business efforts and determine future direction.
• ROI Enhancements to automate processes, value-add applications, upgrades, and custom programming.
• Pre-Sales Services for implementation planning meetings, demonstrations and telemarketing strategies.

an image of encompass solutions North Carolina ERP consultants services

Why Greensboro, NC?

There is so much that Greensboro has to offer businesses. The cost of living is appealing for those relocating to join our team and we’re near several major cities for travel and resources without the traffic and congestion. The atmosphere of our offices in the historic Revolution Mills is tough to beat, too. Greensboro’s proximity to Raleigh-Durham, NC and Charlotte, NC draws talent and relevant companies to the area. Our NC ERP consulting team is consistently among the top-performing and highest recommended in the Epicor ERP partner program, as well.

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.

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