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Epicor ERP Implementation

$199.00
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Includes a practical, ready-to-use toolkit with implementation templates, worksheets, checklists, and decision-support materials so you can apply what you learn immediately - no additional setup required.
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Epicor ERP Implementation Course Curriculum



Course Overview

This comprehensive course is designed to equip participants with the knowledge and skills required to successfully implement Epicor ERP in their organizations. The course covers all aspects of Epicor ERP implementation, from planning and preparation to configuration, testing, and deployment. Participants will receive a certificate upon completion of the course.



Course Features

  • Interactive and engaging learning experience
  • Comprehensive and up-to-date content
  • Personalized learning experience
  • Practical and real-world applications
  • High-quality content developed by expert instructors
  • Certificate of Completion awarded to participants
  • Flexible learning options, including mobile access
  • User-friendly and intuitive learning platform
  • Community-driven learning environment
  • Actionable insights and hands-on projects
  • Bite-sized lessons for easy learning
  • Lifetime access to course materials
  • Gamification and progress tracking features


Course Outline

Module 1: Epicor ERP Overview

  • Introduction to Epicor ERP
  • Key features and benefits of Epicor ERP
  • Epicor ERP architecture and system requirements
  • Overview of Epicor ERP modules and functionality

Module 2: Planning and Preparation

  • Defining project scope and objectives
  • Establishing project timelines and milestones
  • Identifying and allocating project resources
  • Developing a project budget and cost plan
  • Conducting a thorough needs assessment and analysis

Module 3: Configuration and Setup

  • Configuring Epicor ERP system settings and parameters
  • Setting up Epicor ERP modules and functionality
  • Defining and configuring workflows and business processes
  • Configuring data migration and integration tools
  • Setting up security and access controls

Module 4: Data Migration and Integration

  • Developing a data migration plan and strategy
  • Configuring data migration tools and utilities
  • Migrating data from legacy systems to Epicor ERP
  • Integrating Epicor ERP with third-party systems and applications
  • Testing and validating data migration and integration

Module 5: Testing and Quality Assurance

  • Developing a testing plan and strategy
  • Configuring testing tools and utilities
  • Conducting unit testing, integration testing, and system testing
  • Identifying and reporting defects and issues
  • Conducting user acceptance testing (UAT)

Module 6: Deployment and Go-Live

  • Developing a deployment plan and strategy
  • Configuring deployment tools and utilities
  • Deploying Epicor ERP to production environment
  • Conducting post-deployment testing and validation
  • Providing end-user training and support

Module 7: Post-Implementation Review and Optimization

  • Conducting a post-implementation review and assessment
  • Identifying areas for improvement and optimization
  • Developing a plan for future enhancements and upgrades
  • Optimizing Epicor ERP system performance and functionality
  • Continuously monitoring and evaluating system effectiveness

Module 8: Epicor ERP Modules and Functionality

  • Overview of Epicor ERP modules, including:
    • Financial Management
    • Supply Chain Management
    • Production Management
    • Project Management
    • Customer Relationship Management
    • Human Capital Management
  • Configuring and using Epicor ERP modules and functionality

Module 9: Epicor ERP Reporting and Analytics

  • Overview of Epicor ERP reporting and analytics tools
  • Configuring and using Epicor ERP reporting and analytics
  • Developing custom reports and dashboards
  • Using data visualization and business intelligence tools
  • Integrating Epicor ERP with external reporting and analytics tools

Module 10: Epicor ERP Security and Compliance

  • Overview of Epicor ERP security features and functionality
  • Configuring and using Epicor ERP security settings and parameters
  • Implementing access controls and user authentication
  • Complying with regulatory requirements and industry standards
  • Conducting security audits and risk assessments

Module 11: Epicor ERP Troubleshooting and Support

  • Identifying and troubleshooting common Epicor ERP issues
  • Using Epicor ERP diagnostic tools and utilities
  • Providing end-user support and training
  • Managing Epicor ERP system maintenance and updates
  • Coordinating with Epicor support and services teams

Module 12: Epicor ERP Best Practices and Optimization

  • Implementing Epicor ERP best practices and recommendations
  • Optimizing Epicor ERP system performance and functionality
  • Streamlining business processes and workflows
  • Improving data quality and integrity
  • Continuously monitoring and evaluating system effectiveness

Module 13: Epicor ERP Upgrade and Migration

  • Planning and preparing for Epicor ERP upgrades and migrations
  • Conducting pre-upgrade and pre-migration assessments
  • Executing Epicor ERP upgrades and migrations
  • Testing and validating upgraded or migrated systems
  • Providing post-upgrade and post-migration support

Module 14: Epicor ERP Cloud and SaaS

  • Overview of Epicor ERP cloud and SaaS offerings
  • Configuring and using Epicor ERP cloud and SaaS
  • Implementing cloud-based security and compliance
  • Managing cloud-based data migration and integration
  • Optimizing cloud-based system performance and functionality

Module 15: Epicor ERP Mobile and Accessibility

  • Overview of Epicor ERP mobile and accessibility features
  • Configuring and using Epicor ERP mobile and accessibility
  • Implementing mobile-based security and compliance
  • Managing mobile-based data migration and integration
  • Optimizing mobile-based system performance and functionality

Module 16: Epicor ERP Integration and Interoperability

  • Overview of Epicor ERP integration and interoperability features
  • Configuring and using Epicor ERP integration and interoperability
  • Implementing integration with third-party systems and applications
  • Managing integration-based data migration and synchronization
  • Optimizing integration-based system performance and functionality

Module 17: Epicor ERP Reporting and Document Management

  • Overview of Epicor ERP reporting and document management features
  • Configuring and using Epicor ERP reporting and document management
  • Developing custom reports and documents
  • Managing report and document distribution and security
  • Optimizing report and document management system performance and functionality

Module 18: Epicor ERP Project Management

  • Overview of Epicor ERP project management features
  • Configuring and using Epicor ERP project management
  • Creating and managing projects and tasks
  • Assigning and tracking project resources and progress
  • Optimizing project management system performance and functionality