After years of experience with managing dozens of Epicor ERP projects, I've come to the conclusion that the success of the project heavily relies on the skillset of the Customer Project Manager. When we talk about roles and responsibilities of a project, there are typically 2 PM's involved - 1 on the Customer side and 1 on the Project Consultancy side. The role of the PM Consultant is to ensure guidance of the project methodology and provide resources. The role of the Cust

Thinking about purchasing Avalara Tax Connect for Epicor? If you find yourself doing a few hours (or more) of tax code research each week OR you have serious doubts of the calculations you currently do, then Tax Connect is probably going to be an option for you and will pay for itself pretty quickly. The purpose of this article is not to brag about my experience or the ROI of this product but if you want details on those sorts of tidbits you can get them by clicking on this

As most of you know, I am heavily involved with the Global Epicor Users Group (EUG). I've served as a board member for over 5 years, helping regional groups throughout North America find their way. In addition to that I've run the TXEUG for almost 8 years now. Prior to my time in Texas I was heavily involved in the Midwest EUG serving on the Advisory Board. Why do I do it? Well, it definitely is time consuming and requires a bit of unrecognized effort BUT I do it because

If you’ve ever had to consider hiring an Epicor ERP Manager you know what a long drawn out process this can be. Perhaps you are a new customer that needs in-house experience and you want to make a hire before your project kicks off. Maybe you need to add a business analyst to your existing workforce. Maybe you are just replacing an ERP Manager that has moved on. Whatever the reason, in my experience finding the right qualified candidate usually takes 3 to 6 months on aver

Over the last couple of years I’ve had the opportunity to lead 5 different Epicor Cloud ERP software implementations. Here’s what I’ve learned: The Good: Quick Project Start – Easy startup with ZERO time wasted on dealing with infrastructure. This cuts the lead time from project start to finish drastically. You can be off and prototyping your processes within a couple of weeks of signing off on the sales paperwork. For on premise solutions it takes this amount of time ju

Whether you are implementing your ERP software from scratch or doing a significant software update, one major thing to consider are your current processes and do they still make sense. Without a doubt you are investing a good deal of time and money in your implementation so why not make sure you are leveraging your project resources appropriately? One thing I’ve learned over the years is projects that begin with a Business Process Review (BPR) are much more likely to finish

With Epicor 10.1 being released and well into being a stable product, more and more users are considering making the leap, and I’m not just talking about those of you who are a few releases behind. Recently I’ve seen many customers on versions as old as 5.0 and 6.1 start the discussion process of “what it would take to upgrade”. There are many reasons for this but the #1 reason I see is due to aging infrastructure and the risk of unsupported operating systems. Nervous IT d