As we continue making progress through the Kinetic journey, more reports and processes are available to our customers to test and provide important feedback that shapes Epicor ERP Kinetic innovations. Providing early access helps us drive user adoption among Epicor ERP Cloud and On-premise customers.

The program has been designed and developed to engage with customers and work through Kinetic based workflows by individual personas.

For Encompass, the goals of the program are to help us become Kinetic champions, drive customer adoption, and provide us with additional opportunities to engage with customers and help them through the Kinetic transformation journey.

For Epicor users, this is their chance to have their opinions heard as subject matter experts to inform the overall design of the tools, and their governing processes, and to make sure Kinetic is a product that works for them.

Epicor ERP Kinetic User Experience Program Outline

A brief outline of how the Epicor ERP Kinetic User Experience Program is structured can be viewed below.

Objective

Survey and Record user’s kinetic experience and report our observations working within the same framework as a Certified Epicor Partner on the following components:

  • Navigation
  • Content
  • Presentation
  • Performance

The effort is focused on change management and the new Kinetic design framework/user interface that Epicor will be rolling out in future releases.

The data this program seeks to capture and use to inform the evolution of the Kinetic Design Framework:

Comparison to legacy interface

  • Performance
  • Functionality
  • Usability

On user Adoption and buy-in

  • Are users “in” when it comes to the functionality provided by the current system?
  • If not, what needs to change to get buy-in?

Metrics/KPIs from which to draw insight

  • Task completion
  • Time on task
  • Sentiment

Currently Completed Epicor ERP Kinetic Personas

Personas are synonymous with a professional’s role within a company. The following personas are complete or nearly complete in terms of the functionality of Kinetic form and workflow design.

Finance

  • Accounts Payable
  • Accounts Receivable
  • Tax Accountant
  • Treasurer
  • CFO
  • General Accountant/Controller

Inventory

  • Shipping
  • Inventory Manager
  • Warehouse Manager

Manufacturing

  • Planner/Scheduler

Projects

  • Project Manager

Many dozens more personas are remaining that are being developed and will require future testing. They will be added to the program as soon as they are at least 80% complete.

How To Participate In The Epicor ERP Kinetic User Experience Program

Following our invitation, users will need to confirm their interest to participate with their Customer Account Manager (CAM).

Following confirmation, users will then receive instructions from the Encompass Solutions, Inc. (ESI) development team on how to gain access to the development environment and proceed with testing.

This participation requests certain recording activities (webcam and audio sharing) and consents to inform the overall user experience when working with these newly developed tools, but webcam and audio recordings are not required for participation. Screen recording is required as a component of the program to track the user’s progress through the Kinetic workflows and inform further development and improve the overall user experience.

The Process will be split into four sections, which are as follows:

  • Review Prerequisites – For a customer to review before beginning, screen recording software (required), webcam and audio sharing (optional), program guide and overview documents review, printer access (optional), test environment 10.2.700 or higher (higher versions have more forms available), access to the internet (Chrome browser), 1 hour per persona activity.
  • Demographics – A LinkID will be created to be linked to the persona, testing, and surveys.
  • Persona tests – Testing activities
  • Exit survey – Final thoughts and feedback

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.


Creating, personalizing, and routing business documents and reports for various internal and external individuals—and meeting their unique needs for delivery, depth of information, and the desired format—can be a challenge, especially if you have to rely on a separate application outside your ERP system. Your customers, suppliers, and internal users all have different reporting and document requirements. Some may need documents e-mailed as an attachment or deposited into a designated folder for FTP delivery. Others may still need printed copies. Information needs vary from customer to supplier, as well as between internal roles.

 

MFG-Enhanced-APR-DocStar-FS-ENS

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.


Today’s field service organizations are faced with the challenge of transforming decades-old business processes into efficient, cost-effective, and customer-centric practices using the complete set of technological tools available today.

Service organizations’ inability to execute these critical business processes is what we refer to as the field force execution gap. To bridge the gap, businesses must automate these processes with field service management software. When done correctly, this transition to automated processes provides a rapid, significant, and sustainable return on investment to your company

 

Epicor-MFG-ROI-Calculations-WP-ENS

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.


Carando Technologies is a production equipment manufacturer that specializes in equipment to make the insides of washers, dryers, heaters, and 55-gallon oil drums. Founded in 1909, the company ships worldwide to leading domestic appliance manufacturers. Carando is unique in that it’s only one of two companies in the country that specialize in this type of equipment manufacturing—and one of only a handful in the world. The company has been with Epicor since the 1980s and has been able to grow thanks to Epicor solutions.

Success Highlights

Challenges

  • Tracking and sustaining production of a complex product

Solution

  • Epicor® ERP

Benefits

  • Provided visibility and accessibility of data needed to understand business health
  • Allowed for easy management of complex bill of materials
  • Gained efficiencies with capabilities that make it easier to manage workflow orders
  • Empowered employees by providing real-time access to the shop floor
Epicor-ERP-Carando-Technologies-CS-ENS

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 the Industry.


Perlick has been innovating in the refrigeration and bar dispensing industry for more than 100 years. Starting as a family-owned business, the company has held strong with its reputation for being best-in-class while also staying close to its family-owned roots. As Perlick continued to grow, they recognized they needed to implement Epicor ERP at the beginning of 2018. However, Perlick’s accounts receivable (AR) department still needed more help and automation to manage its expanding cash flow of 1,300 active accounts.

Success Highlights

Challenges

  • Lacked centralized customer account information which caused bottlenecks in the collection process

Solution

  • Epicor® ERP
  • Epicor Cash Collect

Benefits

  • Automated workflows and collector transparency
  • Decreased DSO to 37 days
  • Increased current AR percentage to 95.7%
  • Saved 54 work hours per month with automation

 

Epicor-ERP-Perlick-Corporation-Co-Branded-CS-ENS

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 the Industry.