A press release detailing the Epicor Software Corporation acquisition by investment firm Clayton, Dubilier & Rice was published August 31, 2020. You can read the full press release, Here.

Epicor Software Corporation Acquisition

The purchase of Epicor Software Corporation from KKR, the former owner of four years, represents an important milestone for Epicor.

“This is an exciting day for the entire Epicor family—employees, customers, and partners alike – and validates the company’s leadership position across markets we serve,” said Epicor CEO Steve Murphy. “We welcome this new partnership with CD&R, which shares our vision for growing the company, and I thank KKR for a highly successful partnership these past few years. We are excited to work with CD&R to increase investment in our market-leading product portfolio and to enhance our ability to support an ever-increasing range of customer needs.”

“Epicor’s reputation for quality and performance, and its impressive portfolio of next-generation cloud products, position the company well to accelerate growth in the coming years,” said Jeff Hawn, CD&R Operating Partner.  “We look forward to partnering with the Epicor management team to further expand Epicor’s product portfolio as well as make strategic acquisitions to meet customers’ evolving digital transformation needs.”

“We are excited to partner with Epicor and its talented management team to drive the business into a new phase of growth and profitability,” said Rick Schnall, CD&R Co-President. “Our long-standing industrial end-market experience and growing enterprise software expertise aligns well with Epicor’s value creation plan.”

“Four years ago, we embarked on an ambitious product modernization journey together with Epicor and are incredibly proud of the successes that the company has achieved to date, particularly with its recent cloud releases,” remarked John Park, Chairman of the Epicor Board and Head of Americas Technology Private Equity at KKR. “We are confident that CD&R will provide valuable support as the company continues these product- and customer-centric investments to accelerate growth in the cloud.”

CD&R Operating Partner Jeff Hawn will serve as Chairman of the Epicor Board upon close of the transaction, expected later this year.

We expect more information to follow shortly and look forward to an exciting new chapter in the story of Epicor’s rise in prominence over the past 5 decades.

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.


In an effort to address the increasing call for our services and the remote requirements businesses currently need to adopt, we’ve expanded our emphasis on remote consulting and implementation services. This slower time could be an opportunity, while people have the bandwidth, to prepare to scale up for future growth.

You can tailor these combined training seminars and implementation services to topics specific to projects currently underway or planned in your organization. The benefit of combining these two services remotely results in better use of your time and money.

We are also discounting consulting blocks to make these services more easily available to businesses.

ESI Discounted Consulting Blocks

Adapting to constrained means of producing and delivering your products and services doesn’t have to impact business continuity. To ensure your organization suffers minimal disruption of day-to-day operations, we want you to be able to take advantage of our experience at a much lower cost to your business.

There are few scenarios where only one or two hours of consulting work may be needed in training or implementing new systems and components. That said, Encompass Solutions will discount consulting hours by a significant amount.

You can choose to make these seminars group sessions, where the audience sits in on actual project work being done in real-time. Alternatively, you may opt for these sessions to be 1-on-1 consulting engagements or as purely discounted work based on your project specifications. Remain operational and profitable, while your staff are able to participate in on-the-job training as the work is being completed by our implementation specialists and consultants.

Sample Workshops And Initiatives

We’ve listed several of our more popular projects to give an idea of how these discounted consulting hours can be used to benefit your business. Packages to guide you through value-added tasks while operations are slow or idled include:

Physical Inventory and Cycle Counting

If a factory is idle, this is a great time to perform a full physical while inventory is not moving.  With accurate inventory, once business picks up, you can be sure you can effectively use MRP and purchase suggestions with trusted output, and make better inventory decisions.

Once you have your inventory trued up, cycle counts, when used properly, will let you keep your inventory accuracy high and remove the need for a year-end full physical inventory.

Typically we can remotely assist a client that has no prior knowledge of performing a Physical Inventory with a couple of hours training, a hands-on workshop, and some remote support during the physical inventory itself.

Discounted Cost: $1,200 – includes seminar, training, set-up and follow-up questions

Preventative Maintenance

Epicor sells the Maintenance Management module to manage the maintenance department and its requests. The module also provides the framework for setting up preventative maintenance schedules, as well as planning and creating maintenance jobs.

With a factory idled, it’s a great time to schedule maintenance and set up this module for maintaining machinery, define maintenance plans by machine so that after a certain number of hours it can be flagged for maintenance, and be able to design and test so that when the plant is at full operational capacity, maintenance basically runs itself.

Discounted Cost: $600 – includes seminar, training, set-up and follow-up questions

Fixed Assets

Many companies own this module, but its typically brought online after an initial implementation project as a Phase 2 component.  The Fixed Assets module let you track your fixed assets and set deprecation schedules, that integrate automatically to the general ledger, reducing the need for manual depreciation calculations at the end of your financial year.  It’s also integrated with the Maintenance Management module to align with the same equipment – setting up for one module will ease the implementation of the other.

Using downtime to set up and automate the handling of depreciation now, will mean one less task to be performed at the end of every financial year.

Discounted Cost: $300 – includes seminar, training, set-up and follow-up questions

Costing

Many of our customers have questions about how Epicor handles job costing. This can be a complex area. Every company will have a costing model that works best for them – standard costing, average costing, FIFO, Last Cost are all different costing methods supported by Epicor ERP, and choosing the correct costing model has big implications as to how costing is reported to the general ledger.

Having accurate costing will also highlight or red-flag materials (both raw materials and finished goods) that need to be focused on to improve and maintain profitability. This targeted consulting event would be specific to your organization and would be comprised of a training component, recommendations from us based on conversations with your business, and support in setting this up in your environment.

Discounted Cost: $2,400 – includes T account explanation and costing model comparison, discovery and design, system configuration, testing and rollout.

Project Management Module

The Project Management module lets you tie all the activity for a project, and get an overview of all the costs involved.   This is especially good for long term projects, allowing you to track sales expenses, orders, engineering design time, purchasing and manufacturing costs, and provide a full overview of the entire project from beginning to end.   Being able to tie all this information together automatically is a huge timesaver, you no longer have to write custom reports, or manually pull information together.  For many customers, especially those selling to government agencies, for example, being able to set milestone billing,  or providing a percentage of completion billing that would other be a very manual and cumbersome process.   Epicor’s Project Management module also provides for revenue recognition, both at the phase, and project level.  It also fully integrates with the general ledger within Epicor ERP.

Discounted Cost: $3,600 to $4,800 (depending on requirements) – includes T account explanation and costing model comparison, discovery and design, system configuration, testing and rollout. Note: Typical consulting time around a Project Management engagement takes 2-3 days, depending on the customer requirements

Case Management

This is a Customer support tool, that many people have licensed, and are not leveraging.  Case Management allows an organization to use a case as a ‘binder’ to track customer issues, and tie together the relevant quotes,  sales orders, jobs, materials, RMA processing and solutions together for a holistic view of the customer’s resolution – it’s particularly useful in the quality area.  Use of Case Management allows your organization to build up a knowledge base, to be referred to should another customer have a similar issue in the future.  With this module you can track KPI’s, like time to resolution, and SLA commitments.    Epicor’s Task Management system can also be leveraged here.

Discounted Cost: $300 – includes training and follow-up questions

Task Management 

Many people have access to Epicor’s Task Management system.  Task Sets are embedded into Epicors Quotation, Engineering, Case Management modules. Having a structured set of tasks within a case, quote or engineering workflow, aids in ensuring that your team adheres to your companies best-practice standard procedures, and ensures compliance.

Discounted Cost: $300 – includes training and follow-up questions

Enhanced Quality Module

Epicor’s Enhanced Quality module builds on the foundations of the standard quality module, allowing you to design and configure inspection plans that tie to your organizations quality needs using out of the box software.    This is often used to ensure correct equipment calibration, in conjunction with the Maintenance module.

Discounted Cost: $1,200 – includes training and workshop to design a simple ‘first quality configurator’. Note: Typical consulting time around an advanced quality engagement could be several days depending on the complexity of the configurations and different product lines involved.

Discounted Consulting Terms and Conditions

We don’t want to introduce a menagerie of needless rules regarding these discounts, but we also need to be respectful of our consultants’ livelihood and schedule. To be eligible for discounted consulting hours, one must:

  1. Make your purchase of consulting hours by the end of April 2020.
  2. Bulk packages must be paid for upfront.
  3. Hours must be used by the end of 2020.
  4. Prices are based on estimates. This may increase or decrease based on the customer’s unique business processes and requirements.
  5. Services discounts only apply to new services deals.
  6. Discounted consulting engagements will require a deposit.
  7. Discounts are off the list price, not a currently negotiated rate.
  8. Discounts are capped at rates depending on the type of work and volume. 

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 has helped modernize operations and automate 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.


Summer is a season know for bringing the heat. For many of us working-types, that heat can take the form of reporting and analytics on a business’ latest efforts and performance over time. Unfortunately, that’s not a heat we can avoid in our climate-controlled, AC-cooled offices, desks, and cubicles. However, that heat can be beaten and you can get more done, faster with XL Connect 7. Knowing you got the job completed right in a fraction of the time leaves more time for doing the things you love. Like budgeting. Right? No, just me? Well, you can give your business a leg up and potentially to steal a few more hours of summer sun now that Epicor XL Connect 7 is on sale at a rate of 20% off. Leverage this powerful tool to reap the benefits of self-service reporting and analytics, nested in the user-friendly environment of Microsoft® Excel®.

Epicor XL Connect 7 Sale – 20% Off

Customers who have not used Epicor XL Connect previously get a 20% off the list price on license price or subscription when buying Epicor XL Connect 7.

Customers already using Epicor XL Connect 7 get a 20% off the list price on license price or subscription when buying additional users.

Contact your Customer Account Manager using the link below for further details.

Hurry! Special offer expires 8/31/19.

What is Epicor XL Connect 7?

Epicor XL Connect 7 is a self-service reporting and analytics solution that allows users to engage with their data in the familiar ecosystem of Microsoft® Excel®. The built-in query tool and drag-and-drop interface solve the universal problem of relying on others to create customized reports. It works with your Epicor and Microsoft Excel data sources and includes intuitive features that allow business users to answer many of their own questions. For the analysts, XL Connect 7 means that manual and ad hoc reports can be automated in a matter of minutes—saving time for more critical activities.

Epicor XL Connect 7 makes it easy for users to create and refresh information in Excel. Combining Epicor data with additional lookup and calculations, you get the answers you need without the usual challenges of gathering and refreshing the data sources.

The perfect solution for both the analyst and the business user, XL Connect 7 is a game-changer in the way you and your company manage reporting. Build reports in minutes, utilize templates, and create interactive reports for detailed drill-downs and analysis from existing spreadsheets and Epicor data—all within Microsoft Excel.

Epicor XL Connect 7 includes enhanced data protection, so you have peace of mind knowing your data is secure and that users can only access the data you want them to see.

Epicor XL Connect 7 Benefits For The Business Analyst

When it comes to the benefits of Epicor XL Connect 7 for the business analyst, the biggest benefit emerges with the tool’s ability to leverage all Excel data. Not only this, but Epicor XL Connect 7 facilitates the real-time automatic connection to all your Epicor data. the result is a consolidation of company information drawn from multiple data sources. Additionally, there is built-in functionality that allows users to automatically create pivot tables for more detailed analysis. By incorporating this useful tool, business analysts can significantly reduce the amount of time spent creating routine and ad hoc reports.

Epicor XL Connect 7 Benefits For The Business User

When it comes to the benefits of Epicor XL Connect 7 for the business user, activities take place in Excel and remain in excel. This delivers the familiarity of Office productivity while contributing to the Epicor data your teams need for business intelligence and analysis. The tool provides the ability to creates ad hoc reports, functions, and analysis while also giving more detail behind the numbers with the ability to drill down into data. Access to data is provided anytime, anywhere with fully interactive reports—even offline.

Epicor XL Connect 7 PDF (Download)

About Encompass Solutions

Encompass Solutions, Inc. is an ERP consulting firm, NetSuite Solution Provider and Epicor Gold Partner that offers professional services in business consulting, project management, and software implementation. Whether undertaking full-scale implementation, integration, and renovation of existing systems or addressing the emerging challenges in corporate and operational growth, Encompass provides a specialized approach to every client’s needs. As experts in identifying customer requirements and addressing them with the right solutions, we ensure our clients are equipped to match the pace of Industry.