KBMax Visual CPQ is redefining e-commerce for highly configurable products. The platform can easily handle complex business rules with a no-code engine called Snap that’s easy to learn and maintain. It also offers visualization, real-time pricing, CAD automation, and website embedding. This end-to-end solution can result in an awesome buying experience, a faster sales cycle, and a more efficient manufacturing process.

KBMax Visual CPQ Benefits for Manufacturers

Providing customers and prospects with a real-time product configuration tool improves the buyer experience and drives business performance in several ways, including:

  • 105% Increase in deal size
  • 40% Increase in conversion rate
  • 38% Faster sales cycle
  • 168% Increase in annual sales
  • 35% Increase in production

KBMax Visual CPQ Efficiency

KBMax helps you shorten the sales cycle and eliminate manufacturing bottlenecks and errors by:

  • Making it easy to visually and digitally sell configurable products with an intuitive configurator
  • Handling the most complex business rules with a no-code engine
  • Accuracy and efficiency during the sales and manufacturing process through workflows, CAD, and document automation
  • Enabling new sales channels: Sales reps, distributors, partners, and direct customers digitally

KBMax Visual CPQ Functionality

The Epicor + KBMax End-to-End Solution:

  • Digital Selling: KBMax enables companies to create an information-rich and immersive buying experience for highly configurable products. The more complex, the better
  • Advanced CPQ: KBMax takes it another step with visualization, complex configuration, dynamic pricing, manufacturing automation, and omnichannel selling
  • eCommerce: Epicor’s eCommerce solution enables the customer to complete the purchase
  • Connectivity: Epicor ERP enables vital connectivity points across inventory, costs, pricing, and customer data

 

About Encompass Solutions

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.


KBMax® is redefining CPQ and eCommerce for highly configurable products. The platform can easily handle complex business rules with a no-code engine called Snap that’s easy to learn and maintain. It also offers visualization, real-time pricing, CAD automation, and website embedding. This end-to-end solution can result in an awesome buying experience, a faster sales cycle, and a more efficient manufacturing process.

KBMax Insights

 

MFG-KBMax_Insights_flyer

About Encompass Solutions

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.


The annual Epicor Customer Conference, Insights, was revived in person for 2021 in Las Vegas, Nevada at the Mandalay Bay Resort and Casino.

With the ongoing COVID-19 pandemic still fresh in everyone’s mind, Insights 2021 was a strange brew of keeping the traditional spirit of the event in line with the necessary precautions required to keep attendees safe. That being the case, the show was organized and executed for an audience that numbered a bit more than 1800. That is roughly half of the standard attendance when compared to prior iterations.

The event focused on Epicor’s full suite of business solutions, newest technological developments, and road map for the future of the company and its products along with providing ample learning and networking opportunities for attendees throughout the week. Because we and our audience work primarily with Epicor Kinetic (previously Epicor ERP), this recap will focus on items relevant to that product.

CDR Acquisition of Epicor Software Corp.

The Short: Epicor was purchased by CDR in late 2020. Rebranding followed shortly after with a new logo, marketing, and design. The company will focus efforts on being the #1 cloud ERP provider for manufacturers moving forward.

Clayton, Dubilier & Rice purchased Epicor in late 2020 for just under $5 billion. Epicor has more than 20,000 customers across the globe and offers a world-class suite of software for manufacturing, distribution, retail, and services. CDR is confident it can propel Epicor to its next stage in development and increase its market share. Part of that effort is a heavy investment in cloud technologies for Epicor industries.

By offloading IT costs, improving connectivity and coverage for any time, anywhere work, and heavily investing in cybersecurity, CDR seeks to make Epicor the leader in cloud-based ERP. That is not to say on-prem and hybrid deployments will be unavailable. It means that Epicor will move forward with a cloud-first mentality and encourage users to consider the cloud as the optimal choice for deployment.

Epicor has made it easy to recognize the benefits of the cloud and developed a roadmap for easier on-prem to cloud migration.

Epicor has redesigned its look to reflect these forward-looking changes with new logos, new marketing collateral, and a brand overhaul that is simple, sleek, and attractive.

Epicor Kinetic 2021.1

The Short: Epicor ERP has been renamed Epicor Kinetic. The enterprise management software will continue to focus on the needs of modern manufacturers. Intuitive design, functionality, and experience continue to improve user adoption and time to value. Advanced on-prem and cloud-based cybersecurity safeguards have become a priority to combat what Epicor sees as an increasingly targeted business group.

As part of Epicor’s rebrand, Epicor ERP has received a new moniker, Kinetic. The product leverages an array of next-generation personalization for businesses, employees, and their customers. The improved product delivers cutting-edge business management tools, including new validation and security tools for highly regulated industries, low-code, no-code interface design, and more product flexibility, all available within the browser.

This change is punctuated by a focus on Roles and Personas that will govern provisioning, interfaces, learning, and training, all within the Kinetic system moving forward.

Kinetic and the cloud-first approach will move forward in tandem, ensuring that customers will have the opportunity to see the software mature at their own pace and integrate when the time is right. The benefits emerge already, with those customers who are current on the software gaining the maximum benefit through future-proofing their business.

Epicor’s Acquisition of KBMax

The Short: Customer-driven eCommerce tools are now the norm and KBMax is Epicor’s answer to easy purchasing in a familiar online shopping experience. By enabling complex ETO and product configuration as a 3D visualization, manufacturers can enable customers to complete purchasing activities online, more quickly and more easily.

Customers are increasingly demanding faster quoting, more personalization, and an easy-to-use interface for their purchasing activities.

To address these needs, Epicor identified and acquired KBMax. This Engineered-to-Order (ETO) product configurator and 3D visualization tool allow for easy quoting and configuration of highly complex products. This includes everything from outbuildings, industrial equipment, furniture, and more.

Designed to provide customers the ability to build out complex product configurations in an easy-to-navigate interface, KBMax greatly improves the overall purchasing experience for the customer. As a result, businesses can more easily account for MRP and production activities, close more sales faster, and increase customer satisfaction to ensure repeat business. All of this takes place in a web browser, on a desktop PC or mobile device, for a new level of convenience.

The demonstration presented at Insights featured an e-commerce website for an ETO manufacturer of retail sheds and storage buildings. The tool provided for the complete customization of an outbuilding from material and color to trim and custom access points.

The customer could fabricate any variation of the shed with just a few clicks and be prompted with an alert following any configuration that would not be possible from an assembly or material availability standpoint.

The customer may even create a virtual yard or property exact to dimension to see how the finished product would look after installation. All of this took place within just a few short minutes before the purchase could be finalized and submitted from the user’s web browser. This tool looks very polished and will serve as an exceptional compliment to Epicor Kinetic’s eCommerce tools for manufacturers.

Cloud Deployments and Migration from On-Prem

The Short: Epicor is increasing emphasis on cloud deployments moving forward, though Hybrid and On-Premise will still be available options. This will provide businesses with superior agility for several reasons, including control, security, scalability, and collaboration. Government cloud and cloud validation packs are available for government contractors and manufacturers in highly regulated industries, such as med devices and life sciences.

The Kinetic rollout and cloud-first approach are governing the forward momentum of Epicor’s business model. As a result, Insights featured a litany of talks and labs based on the benefits of moving to the cloud and how to get there, whether starting from square one or moving from on-prem. The process has been streamlined to minimize business disruption.

Among the most popular reasons customers are choosing to move to the cloud over traditional ERP deployment models are:

  • Remaining current in stride with the pace of innovation
  • Achieving faster time to value
  • Enabling a mobile, global, and collaborative workforce
  • Minimizing environmental impacts of expansive IT hardware infrastructures
  • Facilitating IT staff to drive high-value business initiatives
  • Achieving and maintaining world-class security
  • Leveraging enterprise validation tools for highly regulated industries
  • Satisfying standards for Government-regulated manufacturing industries and contractors

The regular cadence Epicor has established for each new release of Kinetic helps to standardize and communicate change in advance. Cloud keeps these businesses protected around the clock and ahead of the curve with the most up-to-date security and functionality.

Augmented Reality, Machine Vision, and Cobots to Improve Quality and Assembly Operations

The Short: Epicor is working with cutting-edge robotics and augmented reality technology to improve assembly operations and ensure the quality of finished products. The effort also improves traceability throughout the supply chain, from the production floor to the final destination.

During the opening keynote with CEO Steve Murphy, Epicor demonstrated collaborative robots (cobots), shop floor workers, and machine vision tools working together to assemble complex products. In this case, printed circuit boards.

Serialized components were handed to workers by their cobot counterparts. The augmented reality display indicated where the next piece should be inserted into the PCB apparatus. The board was then scanned by an overhead camera to be either approved or rejected.

The actions were executed quickly and efficiently, which prompted the next piece to be retrieved by the cobot and placed appropriately by the worker. All these actions were recorded and reflected in the Kinetic system in real-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. 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.


The following press release “Epicor Acquires KBMax to Accelerate Growth” was originally published, here.

Epicor Acquires KBMax a Technology Leader in The Configure Price Quote (CPQ) Market to Help Customers Sell Smarter

News Summary:

  • The acquisition drives continued growth for Epicor with the ability to offer KBMax software as a stand-alone cloud-first, low/no code toolset, or integrated into the Epicor productivity suite to generate new, cross-and-up sell potential.
  • Builds a bridge between Epicor’s customized ERP modules and the sales-to-order process, delivering better customer outcomes.
  • Opens up new international growth markets for Epicor across the United Kingdom, France, Benelux, Sweden, Finland, Italy, and Germany.
  • Marks is the latest in a series of strategic merger and acquisition efforts that cement Epicor’s ambitions to become the sole provider of mission-critical business applications to customers in the key industries served.
  • KBMax customers will benefit by having access to greater technology solutions and services housed beneath the Epicor brand name, coupled with a seamless transition and assured continuity.

AUSTIN, Texas, May 27, 2021 –  Epicor, a global leader of industry-specific enterprise software to promote business growth, announced today that it has acquired Configure Price Quote (CPQ) and visualization software provider KBMax. The transaction closed on May 27. The financial terms of the agreement were not disclosed.

KBMax software solutions will be marketed under the Epicor brand as a stand-alone module within the company’s productivity suite, aligning seamlessly with Epicor’s deep expertise in the global manufacturing engineer-to-order space. The ability to offer customers a highly customizable, industry-specific one-stop solution that connects the front and back of the house supports Epicor’s mission to differentiate itself from the fleet of one-size-fits-all off-the-shelf ERP solutions.

“Our customers are the essential businesses who make, deliver, and sell the things everyone needs. We knew we needed to move fast, to enable them to be able to stay digitally competitive and build out scalable digital commerce capabilities,” comments Steve Murphy, Epicor CEO. “It’s a perfect time for businesses to reach their customers in new and compelling ways. The integration of KBMax’s technology into our platform will solve that challenge for our customers, enabling them to create an information-rich and immersive online buying experience. The integration of next-gen CPQ tools with our ERP system will enable vital connectivity points to our customers across inventory, costs, pricing, and customer data.”

With complexity comes the need for real-time, reliable integration between systems, especially CPQ and ERP. Research shows that in 2020 80 percent of B2B buyer journeys took place online. Being able to configure a product in CPQ and instantly get 3D renderings and dimensioned drawings will dramatically reduce the time and cost it takes for our customers to respond to RFPs, getting potential buyers the information they need to make a decision faster than ever before.

The integration of KBMax with Epicor’s ERP solutions will provide customers:

  • A seamless connection between sales and operation data improves demand planning and production.
  • A single source of truth for the most complex engineer-to-order projects delivering faster and more accurate sales quotes, fewer order mistakes, and improved sales rep productivity.
  • Ability to navigate the escalating trend of self-service/online business by translating complex sales information into something easy to configure and visualize.
  • A centralized data hub that can be managed in a single application that delivers a full 360-degree view of a customer’s order /fulfillment status allowing the front and back of-house teams to work from the same playbook.
  • Supported business continuity for existing KBMax customers.

KBMax has transformed the buying experience for over 20,000 users and its CPQ software has delivered customers measurable improvements, on average a 168 percent increase in annual sales revenues, 38 percent faster sales cycle, and a 35 percent increase in productivity.

“Epicor truly understands the industries it serves and its deep expertise in critical verticals from manufacturing to distribution make it the ideal home in which our technologies can nest seamlessly, and deliver immediate customer value while allowing us to scale and expand the technology suite,” said Kevin Bennett, KBMax CTO. “The integration of our software into the Epicor portfolio will help ensure the world’s most essential businesses can digitally evolve and thrive.”

About Epicor

Epicor Software Corporation equips hard-working businesses with enterprise solutions that keep the world turning. For nearly 50 years, Epicor customers in the manufacturing, distribution, LBM, retail, and automotive industries have trusted Epicor to help them do business better. Epicor’s innovative solution sets are carefully curated to fit customer needs and built to respond flexibly to their fast-changing reality. With deep industry knowledge and experience, Epicor accelerates every customer’s ambitions, whether to grow and transform or simply become more productive and effective. Visit www.epicor.com for more information.

Acknowledgments from Lee An Schommer, SVP, Global Product Management & Epicor University

“As part of our continued commitment to deliver a best-in-class highly customizable suite of productivity solutions, today we are excited to announce that Epicor has acquired KBMax, the technology leader in the 3D Configure Price Quote market.

Research shows that in 2020 80 percent of a B2B buyer’s journey took place online. Understanding the demands on your customers to reach their potential buyers in new and compelling ways, we knew that being able to offer next-gen CPQ tools that are seamlessly and securely housed within our ERP system, would deliver the advantage they need to keep their business ahead.
Combining KBMax’s software expertise in complex configurations with our deep B2B industry knowledge will significantly enhance our competitive position in the marketplace. The addition of KBMax’s leading technology provides vital connectivity points across inventory, pricing, and customer data. Being able to configure a product in CPQ and instantly get 3D renderings and drawings will dramatically reduce the time and cost it takes the businesses we serve to respond to RFPs, ensuring potential buyers receive the information they need to make a decision faster than ever before.
We look forward to continuing to partner with you to enable a world of better business.”

About Encompass Solutions

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.