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
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).
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.
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.
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.
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.
For more than 20 years, Encompass has worked hand-in-hand with customers to get to know their business almost as well as they do — creating industry-specific software solutions and services that help them do business better. That’s working with you, for you.
Our customers are the companies who make, deliver, and sell the things we all need. They trust Encompass and Epicor software to help them do business better. By working hand-in-hand with our customers, we get to know their business almost as well as they do. Our innovative solution sets are carefully curated to fit their needs and built to respond flexibly to their fast-changing reality. We accelerate every customer’s ambitions whether to grow and transform or simply become more productive and effective. That’s what makes us the essential partners for the world’s most essential businesses.
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.
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.
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.
When it comes to the production floor of a manufacturing facility, most equipment comes with use and care recommendations. However, your shop, like most, probably doesn’t run within that narrow framework. A routine schedule may not take into account actual use and wear. As a result, maintenance engineers and planners often struggle to accurately plan MRO activities. Preventative Maintenance that uses real-time production data can make that effort easier on everyone. Implementing a preventative maintenance plan using informative and actionable insights will lead to better overall equipment effectiveness (OEE) and a more detailed understanding of performance and production overall. Additionally, sophisticated preventative maintenance tools make it easy to communicate those data points as they relate to the business’s overall performance.
Since the production environment is dynamic, with conditions and plans constantly changing, you look to Epicor Advanced MES to keep things running smoothly. The MES system’s preventive maintenance module orchestrates MRO activity with production, with the common goal of maximizing uptime and minimizing downtime. The same real-time data that fuels the schedule, real-time views, and other core MES elements also feeds precise information about the actual machine, tool, and auxiliary equipment use. The result— reliability and maintenance engineers armed for greater contributions to margins and on-time delivery.
Transform Preventive Maintenance from Routine and Reactive to Proactive and Deliberate
Condition planning can help to minimize costly repairs and extend the life of assets. You make the rules and Advanced MES alerts your team to take action. Advanced MES’s preventive maintenance module lets you define and automatically initiate activities based on runtime, number of cycles, time, or any combination of these criteria. Every rule automatically sends a maintenance activity to the production schedule when the conditions are met, which eliminates needless maintenance activity and conserves precious resources.
Epicor’s Advanced MES coupled with Preventative Maintenance tools can empower manufacturing businesses, as it:
Handles MRO activities like cleaning, changing parts, taking measurements, making adjustments, performing inspections, and others
Adjusts production schedule automatically for PM/MRO
Applies to machines, tools, auxiliary equipment, and other types of assets
Accepts tasks, schedules, and requirements from ERP, MRP, and other maintenance systems
Every time a maintenance event flows into the schedule, you can see exactly how it’s going to affect production and you have the ability to make schedule choices and adjustments. Operators and maintenance staff get the information they need in real-time, with alerts and notifications consistent with your MES system configuration. Additionally, each scheduled maintenance activity can include instructions and documents specific to the machine and current requirements, served up where the work is going to take place.
When the maintenance tech or engineer arrives at the repair site, the system lets the worker log in, log out, and document steps and work completed. Your Advanced MES system keeps track of time and captures all of the data that’s critical for future planning and audit.
traceability. Preventive maintenance reports—on past, current, and future activities—help you plan for the right people and the right supplies and parts at the right time without wasting dollars on excess parts, supplies, and hours on the schedule. The preventive maintenance module also helps you create resource utilization reports to examine the cost and time required to maintain any specific machine or tool, any category of machine or tool, or even groups of assets based on shift, customer, crew member, or any other dimension.
Here are just a few capabilities Preventative Maintenance tools from Epicor can provide to manufacturers:
Delivers on-the-spot maintenance documents and instructions
Provides MRO cost tracking and visibility against assets, work centers, staff, shifts
Builds maintenance history with audit trail details— who, what, when, how long
Includes pre-defined one-click reports and easy report configuration
Allows escalation rules for past due and incomplete activities
Allows rules based on runtime, cycles, time, or a combination
Generate automatic MRO tasks
Provide, real-time alerts and reports
Supercharge Your Preventative Maintenance Deployment with Epicor Data Analytics
The inclusion of Epicor Data Analytics tools as part of your preventative maintenance routine can dramatically improve results. Epicor Data Analytics (EDA) is a cloud-based, easy-to-use solution that can quickly contribute to your business while helping you avoid error-prone approaches such as spreadsheets and manual calculations that often waste time and resources. It also stays up-to-date with the daily stored changes of your production trend monitoring.
EDA provides customizable and interactive dashboards to make it easy to analyze the short-term and long-term data trends related to your production equipment. The dashboards provide visual graphs, charts, and tables, so you can quickly review important information about your production performance and make informed strategic decisions. The EDA grid is where you conduct most of your analysis—and unlike a spreadsheet, you can “drill down” into the data with a simple click to reveal additional details.
EDA is a comprehensive end-to-end service delivered and supported by Epicor. It is fully integrated with Advanced MES using your data to provide a broad understanding of your production performance. As a cloud-based service, EDA minimizes costs for your IT head-count and current system hardware, software, and maintenance budgets. Because you are accessing it in the cloud, you will always have the latest and greatest version of EDA.
With EDA, you have responsive mobile access to your data, so you are never disconnected from your information. “Always connected” means you can respond quickly to the needs of your business and keep your operations highly productive. Use EDA with your maintenance program to help you understand important information like:
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.
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.
Your Advanced MES real-time display shows your dashboards for the current shift and current job. But what if you want to capture that data for long-term trending analysis? The solution is Epicor Data Analytics (EDA), powered by Phocas™, which helps manufacturing operations turn their accumulated data into actionable insights. It helps them look beyond the long-term or short-term overall equipment effectiveness (OEE) measures to focus on the specific components—plant, department, machine, shift, part, etc.—that are causing losses to the company.
Visualizing Operational Data Trends
From the top floor to the shop floor, it’s important to know how your business is performing at all times. That’s why Epicor built a powerful, out-of-the-box reporting and analytics system that delivers important information in easy-to-digest dials, graphs, and charts.
EDA is a cloud-based, easy-to-use solution that can quickly contribute to your business while helping you avoid error-prone approaches such as spreadsheets and manual calculations that often waste time and resources. It also stays up-to-date with the daily stored changes of your production trend monitoring.
EDA provides customizable and interactive dashboards to make it easy to analyze the short-term and long-term data trends related to your production equipment. The dashboards provide visual graphs, charts, and tables, so you can quickly review important information about your production performance and make informed strategic decisions. The EDA grid is where you conduct most of your analysis—and unlike a spreadsheet, you can “drill down” into the data with a simple click to reveal additional details.
EDA is a comprehensive end-to-end service delivered and supported by Epicor. It is fully integrated with Advanced MES using your data to provide a broad understanding of your production performance. As a cloud-based service, EDA minimizes costs for your IT head-count and current system hardware, software, and maintenance budgets. Because you are accessing it in the cloud, you will always have the latest and greatest version of EDA.
With EDA, you have responsive mobile access to your data, so you are never disconnected from your information. “Always connected” means you can respond quickly to the needs of your business and keep your operations highly productive
Benefits and Key Features of EDA for Advanced MES
Among the many benefits manufacturers experience through the use of EDA for Advanced MES are the ability to:
Drive improvements based on data – not opinions
Understand OEE trends and target areas for improvement
Visually spot anomalies, and drill down into transactional detail to find the source
Enable employees to access and tailor visualizations in a self-service capacity
Reduce time wasted gathering and organizing production data
Key Features
Made for Manufacturers
Offers fast implementation
Fast, flexible, and easy to learn
Integrated with Epicor Advanced MES plus other data sources of your choosing
Keeps you connected with mobile access
Delivered as a complete, scalable cloud service – no hardware required
Does not require Advanced MES user licenses
Public internal dashboards feature provides a live display link
Does not require Advanced MES user licenses
Content Packs
EDA includes an out-of-the-box connection to Advanced MES, which means fast implementation and fast ROI. Without it, your alternative would be to manually connect to the data schema and determine what data to bring into the analytics solution, which could be a daunting, months-long process. Instead, we provide starter dashboards that you can easily clone and modify. You can also choose our extended content packs that are available and you also have the freedom to build onto the content pack with any additional fields from Advanced MES and augment from any other data sources.
Build your dashboards or take advantage of prebuilt content packs that include:
Key performance indicators
Plant comparisons
Scrap dashboards
Downtime dashboards
Mean-time dashboards
OEE dashboards
Availability dashboards
Performance dashboards
Mean-time between failures
Mean-time to failure
Mean-time to repair
Schedule views
Shift production reports
Tool change views
Tool requirements views
Machine parameter views
Material needs views
Material used views
Maintenance views
Operator metrics
Top 10 dashboards
Cavitation efficiency displays
Cycles out of spec dashboards
Engineering dashboards
Help call metrics
Incident log views
Utilization metrics
Job production views
Machine scoreboards
Energy usage views
Requirements
Epicor Data Analytics is available for Advanced MES Version 8.2.4 and higher. The lightweight SYNC application and one instance of data are stored on a local server with the majority residing in the cloud. Extra disk space is recommended that is 2.5 to 3 times the disk space of the data being loaded to the cloud. The only items required for subscription purchase are a starter pack of five named users (plus additional named users as desired). The Public Internal Dashboards feature requires a minimum of fifteen EDA-named users. All other necessary components, such as Advanced MES content and the SYNC application are included as well as some Epicor ERP content.
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.
