Ever been on a hike? A real hike. I’m not talking about a long walk with a bottle of water, here, I’m talking about carrying thirty pounds of a tent, sleeping bag, food, and equipment in a backpack the size of two small children twenty miles up and down mountains.

Whether you have or not, you know that a whole lot of prep happens before a hike: breaking in the boots, getting the pack fitted, paring weighty equipment down to the barest essentials. If you’re just getting started toward your ERP journey, you may want to consider out free ERP selection strategies ebook. If you’ve just finished your ERP implementation project, you’ll certainly feel as though you’ve hiked the Appalachian Trail.

Just as with a hike, though, your ERP system isn’t just about the destination, it’s about the journey: In the same way that any good hiker will be constantly adjusting their pack, changing their pace and stride, and constantly reorienting themselves via map and compass to keep themselves moving steadily and happily, a good company is going to be constantly reevaluating their system and making upgrades, streamlining processes, and changing to meet market demands.

Encompass will be with you every step of the way in your ERP journey with a BPR: A Business Process Review.

an image of a hiker conducting their own "business process review" overlooking a mountain range

What Is A Business Process Review

A business process review is like a hiker’s gear adjustment: It is an objective look at how your company is currently operating. It involves a review of current business practices and system-user interaction, with a focus on optimization. It includes an analysis of system transaction use and configuration to identify functionality that may better support your operational needs. Although technology application and configuration is a core part of this assessment, your business processes, resource skills, and infrastructure are also evaluated. We also conduct employee interviews to determine ‘pain points’ for the user and management.

Here’s a list of the mountains we often have to climb while getting your ERP system on the right path:

Poor Data Quality – Incomplete or incorrect data creates mistrust in the system, creating the need for offline workarounds, which increases the risk of inaccuracies while creating unneeded workload.

Mismatch Between Roles & Responsibilities – Insufficient training in the case of high employee turnover and lack of proper training creates inefficiencies and inaccurate data, as does ignoring the hierarchy for responsibilities (managers assuming duties meant for their employees, or giving work to employees that are beyond their skill level, for example).

Offline Processes – Employees may perform work off of the ERP because ‘that’s how we’ve always done it,’ or because they ‘don’t trust the system’. This could be through the incorrect implementation of the ERP, through poor training, or the need for a ‘mindset change’.

Growth – Unexpected or aggressive growth may require an expansion of existing infrastructure before operational systems impact and slow growth.

Training – High turnover or increased growth creates staff with less expertise and knowledge. Even with experienced staff, cross-training or advanced training is needed for employees to understand the ‘big picture’ of the ERP process.

The end result: The business process review provides a suite of deliverables that improve your business by refining and upgrading your ERP system. The BPR identifies the ‘Hot Spots’ where efficiency drops, or where lack of training creates problems downstream, or where features are not being used correctly (or at all) and offer solutions to all of them, through new functionality, increased training, or modifying the procedure.

So, break out the boots and the hiking stick: The trail to a better ERP and better business is a steep one, full of rocks and switchbacks, but trust us: when you’re at the top of the mountain, the view is incredible.

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 ERP Consultant: Delivering Support And Expertise

When it comes to being an ERP consultant, nothing substitutes for experience and reliable references. At Encompass, our ERP consultants have been delivering solutions in business process improvement, ERP system maintenance and upgrades, and complete ERP implementation projects for a combined 200 years. Our consultants have first-hand experience with an array of systems, including Epicor, Microsoft Dynamics, Infor, Accumatica, and Oracle+NetSuite. Many of our ERP consultants come directly from these vendors to work at Encompass as ERP consultants, project managers, developers, and managed services professionals. Our experts ERP consultants are certified in their disciplines and maintain the most current training on the products and services they provide.

The Difference An ERP Consultant Makes

Each ERP project is as unique as the business it will transform and our years of experience are what make the difference in each case. It is an ERP consultant’s job to form a practical plan of action that will achieve a client’s goals within the capabilities of their ERP system and business processes. In some cases, this requires a fair amount of customization when it comes time to implement ERP software. Helping businesses to get a grip on organizational change management in the face of often rigid business requirements is another aspect of digital transformation that isn’t brought up enough. Our ERP consulting teams excel in mitigating the potential pitfalls these changes can bring. At Encompass, we offer practical and proven guidance designed to ensure the highest rate of success when it comes to ERP implementation projects of every size and scope.

Here’s What A Day In The Life Of An ERP Consultant Looks Like

It’s 6:47 AM. The hotel shower doesn’t always wake you up all the way so I started the coffee maker going before I was even fully dressed. The warm plastic smell rising from the maker as the hot coffee winds around inside of it reminds me of that one injection molding company I was at last year. That was an impressive operation. They had good coffee, too. You’ll have a lot of insight into good and bad coffee as an ERP consultant.

I pour myself a cup and open up the computer. Technically, the day began about thirty minutes ago, but everything starts now with the morning deluge of emails. I’m totally awake now. There’s plenty for me to respond to, but I flag those requests for follow-up later: I’m on site today, and that is what I’ve got to focus on.

I’m at the client for a training class long before my future students arrive, and I talk with the Project Manager while I set everything up, ticking off the mental checklist as I do so: Projector hooked up and on. PC has access to the Training Database. List of who is attending and their roles is in my hand. So far so good. Time to find the restroom and get rid of the coffee.

This is the peaceful time of the morning when rote and routine gets you up and going and into the rhythm of the day. I finish setting objectives with the Project Manager and soon, the training class begins. I was up late reviewing the details last night; this should go off without a hitch. I’m a bit less confident about the Process Workshop coming up afterwards. I slept on one of their problems last night and a solution didn’t present itself in the morning, so now it’s time to drill down. This is where my fellow team members will lend a hand: technology keeps us ever connected so I am never on my own at a client’s. I feel like I carry our entire company’s knowledge base around in my pocket. It’s good to know we can always work as a team.

In the training class, we review standard, best practices in using the EPICOR software. Since this is our main objective, we listen just as often as we instruct. This is when I identify disconnects—real or imagined—and make connections. Since it’s often that I’m meeting these people for the first time, I need to learn their names and start to really understand them.

After training is lunch. There are a few minutes of respite from the busyness of the day but when I can, I’m responding to my morning emails and filing away even more for later response. Hardly any time seems to pass before the Process Workshop starts up, but this is the part I enjoy the most. We’re working on how to make EPICOR work for them. My questions come first: What are your issues, what information are you capturing, what metrics do you control your business by? If I get a clear answer they’re surrounded by their questions: Can we do this? How do we do that? We need to do this…?

Information spreads out across the meeting, and another consultant offers a solution to that tricky issue I had to sleep on last night, and it’s accepted by the company. Yet work has only just begun: there are a few new gaps in the process that need to be filled, and the working day is already over. I review the activities of the day with the Project manager, and then, as I’m off to the dinner and hotel, there’s just one final checklist: What’s on the agenda for tomorrow, what do I need to do tonight to get ready, and in the coming months, after I’m long gone, who can I expect to be speaking to?

After all, it never ends after the training and process workshops and implementation: I’m now a point of contact for that client and their support. While our implementation and planning and procedures are cutting edge, tailored completely to the customer’s needs, there is always room for more efficiency. Who better to advise them than the person who helped them set up and build their system?

It’s not just a day in the life of an ERP Consultant. It’s the first day of a lifetime of support and teamwork.

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.