As part of the transition to the new user experience in Kinetic (the new name of Epicor ERP), we have a path to upgrade your existing customizations in the Classic user interface to low/no code configurations in Application Studio.

 

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.


Industrial Equipment Manufacturers face complex business challenges. Especially Now.

It’s always been difficult to effectively manage parts, production, people, and products. And today, in the wake of the COVID-19 pandemic, it’s even harder. Supply chains continue to be unsettled. Distribution channels are disrupted. Costs are rising.

The solution – in good times and bad – is to become more efficient: Fix broken business processes. Eliminate workarounds and manual make-dos. Integrate core systems. Control inventory spend. Streamline the supply chain. Reduce overall costs and improve cash flow. Achieve transparency and visibility into every aspect of operations.

To do these things, you need the right ERP solution. But what is the best solution for your organization?

That’s the challenge. Because answers can turn into more questions. Because every organization is different. And because no company handles any phase of operations – estimating, configuration, orders, changes, planning, manufacturing, quality, purchasing, inventory, distribution, shipping, sales, and field service – the same way.

 

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.


To compete, manufacturers in regulated industries need to be agile and innovate at a high velocity. Epicor® ERP is a leading manufacturing platform for life science manufacturers as it offers the product traceability, system controls, and more needed to respond to your growing business while allowing you to meet regulatory challenges. The availability of critical business systems in the cloud improves your ability to compete. Cloud enables both business agility and the increased speed at which technology is delivered to better meet business needs for innovation. Additionally, the Epicor ERP Cloud Validation Bundle for Life Sciences offers a cloud solution designed to reduce the risk of compliance with support for the software validation needs of FDA-regulated businesses.

Epicor ERP Cloud Validation Bundle Benefits

As a Life Sciences Manufacturer, take advantage of the benefits of the cloud with reduced risk of compliance:

  • Stay current in the cloud with an annual upgrade cadence for extended validation testing and documentation.
  • Ensure your business is ready for every upgrade by leveraging customer-proven best practices that minimize disruption.
  • Meet demands for high growth with flexible cloud solutions, easily scalable and adaptive to current and future business needs.
  • Drive strategic business outcomes with an Epicor ERP Cloud system to better align with your organizational goals.

FDA 21 CFR Part 11 Compliance Requires Validation of Software

Companies must validate that the software and systems used to create and maintain electronic records and signatures can ensure the integrity of the electronic results and information. This is done through software validation. The guidance offered by the FDA for software validation is in terms of installation qualification (IQ), operational qualification (OQ), and performance qualification (PQ). The Epicor ERP Cloud Validation Bundle for Life Sciences supports IQ documentation on your Epicor cloud solution to supplement IQ documentation for internal systems within your validation plan.

Validation Documentation Available with the Bundle

The Epicor ERP Cloud Validation Bundle for Life Sciences supports IQ documentation on your Epicor cloud solution to supplement IQ documentation for internal systems within your validation plan.

Note: You are responsible for IQ validation documentation and testing of any installed software and devices at their location. Also, as you are responsible for your validation state, Epicor makes our documentation available for review. The following reports are available:

  • Epicor ERP IQ Software Validation Plan (VP): VP-01
  • Epicor ERP IQ Software User Requirements Specification (URS): URS-02
  • Epicor ERP IQ Software Risk Management Plan (RMP): RMP-03
  • Risk Assessment / Failure Modes and Effects Analysis (FMEA): FMEA-04
  • Epicor ERP IQ Software Risk Management Report (RMR): RMR-05
  • Epicor ERP IQ Software Functional Requirements (FR): FR-06
  • Epicor ERP Installation Qualification (IQ) Software Validation: IQ-07
  • Epicor ERP IQ Software Validation Summary Report (VSR): VSR-08
  • Epicor Managed Hosting SOC 1 Type II Report
  • Epicor Cloud ERP SOC 2 Type II Report
  • Epicor SOC 2 Bridge Letter

Cloud Elements of the Bundle

The solution is a bundled offering that comprises the following cloud elements:

  • Epicor ERP Public Cloud U.S. Government Option
  • Epicor Public Cloud Validation Environment with Public Cloud Premium for your dedicated validation testing
  • IQ documentation and audit inquiry support in the event of customer or FDA audit
  • Extended validation cloud cadence of one year to provide additional time for validation documentation and testing

Epicor ERP Cloud Validation Bundle for life science and medical device manufacturing environments

Figure 1: Epicor ERP Cloud Validation Bundle for Life Sciences. Note the solution is available in Azure Government Cloud and that additional environments are available but must be enhanced with a corresponding Premium Pilot Extension to match your solution set.

Cloud Upgrade Cadence for the Epicor ERP Cloud Validation Bundle for Life Sciences

Supporting the needs of the life sciences business with a software upgrade cadence that delivers time for added testing is built into the solution. Users will have stages for planning, validation testing, reporting of issues that impact validation, and regression test time for their validated processes. They will also need to test their non-validation processes such as financial transactions. Below is a diagram that outlines a sample cadence for the solution. In addition to a one-year cadence for major releases, the solution will offer a quarterly update that is made available in the pilot environment the month before making it available in the live environment.

Epicor ERP Cloud Validation Bundle for life science and medical device manufacturing upgrades

Get Started With Epicor ERP Cloud Validation Bundle

Business leaders balance the pace of business innovation, fluctuating demand, and regulatory compliance requirements when deploying new technology. Reducing the risk of change in these environments provides greater business resiliency with the added benefit that the cloud delivers, including the ability to stay current with technology to drive greater results. Epicor uniquely understands the needs of a life sciences manufacturer with cloud-based ERP. You need the flexibility and control to run your business your way while benefiting from the cloud technologies and business models that fit.

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.


If you don’t already know, Epicor users have access to EpicCare. This is Epicor’s customer self-service portal that enables the submission of issues, tickets, services requests, case creation, and more. As part of this service, there is a useful tool called Wayfinder.

What is Epicor Wayfinder

Epicor Wayfinder is a component of the EpicCare portal that shows Epicor users information about billing, contracts, service requests, and more.

The tool is a great resource for users with questions about their maintenance contract, current license ownership, and supply requests.

Epicor Wayfinder Components

With over 75 unique data points available to users, Epicor Wayfinder can help you find critical information with just a few clicks. You can also modify account information, like business name changes, billing address changes, invoice recipients, and the like.

Here is a list of all the various information you can locate or request using Epicor Wayfinder. Keep in mind, that you will need to be logged into your EpicCare account to access the following links.

ACCOUNT AND BILLING SERVICES

ACCOUNT MAINTENANCE

BILLING REQUESTS

CASE MANAGEMENT

GENERAL

PRODUCT MANAGEMENT

MAINTENANCE INQUIRY

FINANCE

LICENSE AND MEDIA

CUSTOMER EXPERIENCE

SALES

EPICOR UNIVERSITY

EPICOR USERS GROUP

EPIC WEB

INSIGHTS

SOFTWARE-GENERIC

UPGRADE SERVICES

SUPPORT

PROFESSIONAL SERVICES

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.


To compete, manufacturers in regulated industries need to be agile and innovate at a high velocity. Epicor® ERP is a leading manufacturing platform for life science manufacturers as it offers the product traceability, system controls, and more needed to respond to your growing business while allowing you to meet regulatory challenges. The availability of critical business systems in the cloud improves your ability to compete. Cloud enables both business agility and the increased speed at which technology is delivered to better meet business needs for innovation. Additionally, the Epicor ERP Cloud Validation Bundle for Life Sciences offers a cloud solution designed to reduce the risk of compliance with support for the software validation needs of FDA-regulated businesses.

 

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.


Below you will find a listing of all the currently scheduled Epicor customer webinars for June 2021.

Epicor Kinetic Webcast

Kinetic: A webcast on everything related to the user experience transformation ahead of the Kinetic (the new name for Epicor ERP) 2021.1 release. During this webcast, customers will learn about adopting the new UX, phased roll-out approach, education and training resources, and a Kinetic UX demonstration.

Kinetic

·         Date: Tuesday, June 1, 2021

·         Time: 1:00 pm – 1:45 pm CST

·        Register Now

Epicor Application Studio Webcast

Application Studio: A webcast on the process to upgrade your classic customizations to the new user experience in Kinetic 2021.1. During this webcast, customers will learn about how to make the move from customizations to low/no code configurations done in Application Studio, the benefits that come with it, and the resources available to support them in this journey.

Application Studio

·         Date: Thursday, June 3, 2021

·         Time: 1:00 pm – 1:45 pm CST

·        Register Now

Epicor Cybersecurity Webcast

Cyber Security: A webcast on cloud-based ERP and Epicor security controls. During this webcast, customers will learn about gaining peace of mind with antimalware, redundant backups, and disaster recovery, isolating enterprise systems to reduce the risk of ERP data exposure, control access with multi-factor authentication controls, complying with industry regulations such as ITAR and CMMC and extending protection to include local machines and other hardware.

Cybersecurity

·         Date: Thursday, June 24, 2021

·         Time: 10:00 am – 10:45 am CST

·        Register Now

Epicor 1 EDI Source Webcast

1 EDI Source: A webcast on the new Amazon eCommerce Connector from Epicor EDI (formerly 1 EDI Source). During this webcast, customers will learn about how the connector automates order processing and automatically updates the inventory levels on Amazon from Kinetic so customers receive a better online buying experience while also automating manual order entry processes.

Epicor EDI

·         Date: Tuesday, June 29, 2021

·         Time: 1:00 pm – 1:45 pm CST

·         Register Now

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.


Pattison Sign is a full-service sign manufacturing company in North America, with locations in Tennessee and Ontario. They specialize in creating electronic message centers, LED displays, digital signs, and traditional signage. Pattison Sign takes care of signage needs from beginning to end, manufacturing, installation, ongoing maintenance, and repair for some of the most well-known brands worldwide. These brands include Hilton, Jaguar, Waldorf Astoria, KFC, MassMutual, and more.

 

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.


Manufacturers have a tough job—even under ideal circumstances. There are so many complex steps required for a part to get into the hands of a customer. And when things go wrong, sometimes it can feel like you’re fighting a never-ending series of fires. If the everyday challenges aren’t enough, demanding customers, supply chain disruptions, and shutdowns have forced manufacturers to adapt to change more rapidly than ever before. Instead of pushing against the same challenges, how can you break through and prosper?

Download Now

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.


Watch this short video (5:45) to improve your relationship with your customers with automated templates triggered by certain conditions. Use SMS, automated phone calls, or e-mails as you prefer.

 

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.


Register for these upcoming Epicor customer webinars for May 2021. Topics for this month include Advanced Requisition Management (ARM), Intelligent Data Capture (IDC), and Epicor University.

Epicor Customer Webinars for May 2021

Advanced Requisition Management (ARM): A webcast on Epicor Advanced Requisition Management called Four New Supply Chain Resiliency Features and Enhanced Procurement with Advanced Requisition Management (ARM) for all US/CAN Current Epicor for Manufacturing & Current Partner Owned Customers alongside ISV partner Precise. During this webcast, customers will learn how to enable Kinetic (The New Name for Epicor ERP) for complete visibility and control over their procurement processes.

·         Date: Thursday, May 20th, 2021

·         Time: 10:00 am – 10:45 am CST

Register Now

Epicor Intelligent Data Capture (IDC): A webcast called Eliminate Manual Data Entry with Epicor IDC (Intelligent Data Capture) for all US/CAN Current Epicor for Manufacturing & Current Partner Owned Customers. During this webcast, customers will learn about Epicor IDC and its capabilities of identifying and capturing data from nearly any business document, thus eliminating hours of manual data entry while improving productivity and accuracy.

·         Date: Thursday, May 25th, 2021

·         Time: 10:00 am – 10:45 am CST

Register Now

Epicor University: A webcast called Learning Designed to Get You Where You Need to Go, with Epicor University for all US/CAN Current Epicor for Manufacturing & Partner Owned Customers. During this webcast, customers will learn how our new hands-on training courses support a better journey, explore the enhancements to our in-product support – and the evolution of training with Epicor.

·         Date: Thursday, May 27th, 2021

·         Time: 10:00 am – 10:45 am CST

Register Now

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.