Epicor Toolkit

Save time, empower your teams and effectively upgrade your processes with access to this practical Epicor Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Epicor related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Epicor specific requirements:

STEP 1: Get your bearings

Start with...


• The latest quick edition of the Epicor Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.


Organized in a data driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…


• Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation


Then find your goals...

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 998 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Epicor improvements can be made.

Examples; 10 of the 998 standard requirements:


1. Is your organization investing enough time and money in analytics and technology solutions to effectively manage your reputational risk and tax risk profile?
   
   

2. Why would anyone in the right mind pay big bucks to purchase, install, upgrade and maintain an on premise ERP solution when there is a better alternative?
   
   

3. What does it take to drive ERP automation and your overall business modernization strategy through emerging automation technologies and service offerings?
   
   

4. Can ERP solutions address the specific needs of procurement teams ranging from cost reduction to increasing efficiencies to gaining strategic foresight?
   
   

5. When your organization identifies a project or new need, who gets involved in the process of analyzing, designing and implementing the solution?
   
   

6. How well can the solution accommodate the vastly different types of contractors and regulatory requirements for your entire supplier population?
   
   

7. Do all reporting solutions directly access the ERP or is there a separate data warehouse being leveraged as mentioned in the requirements?
   
   

8. Does the new system deliver the visibility, efficiency gains, and innovative approaches your organization needs to improve and grow?
   
   

9. Is there a plan in place, along the lines of an upgrade plan for an improvement in the level of support or a revamp of support?
   
   

10. When asked, how would the average business user within your organization perceive the ease of use of your current ERP system?
    
    


Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:


• The workbook is the latest in-depth complete edition of the Epicor book in PDF containing 998 requirements, which criteria correspond to the criteria in...


Your Epicor self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:


• The Self-Assessment Excel Dashboard; with the Epicor Self-Assessment and Scorecard you will develop a clear picture of which Epicor areas need attention, which requirements you should focus on and who will be responsible for them:
  
  


• Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix

• Gives you a professional Dashboard to guide and perform a thorough Epicor Self-Assessment

• Is secure: Ensures offline data protection of your Self-Assessment results

• Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:



STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Epicor projects with the 62 implementation resources:


• 62 step-by-step Epicor Project Management Form Templates covering over 1500 Epicor project requirements and success criteria:


Examples; 10 of the check box criteria:


1. Variance Analysis: Other relevant issues of Variance Analysis -selling price or gross margin?
   
   

2. Responsibility Assignment Matrix: What happens when others get pulled for higher priority Epicor projects?
   
   

3. Source Selection Criteria: How and when do you enter into Epicor project Procurement Management?
   
   

4. Stakeholder Management Plan: Have the key elements of a coherent Epicor project management strategy been established?
   
   

5. Project Charter: Success determination factors: how will the success of the Epicor project be determined from the customers perspective?
   
   

6. Probability and Impact Assessment: Can you avoid altogether some things that might go wrong?
   
   

7. Issue Log: What help do you and your team need from the stakeholders?
   
   

8. Responsibility Assignment Matrix: Are meaningful indicators identified for use in measuring the status of cost and schedule performance?
   
   

9. Quality Management Plan: How relevant is this attribute to this Epicor project or audit?
   
   

10. Activity Duration Estimates: Does a process exist to identify individuals authorized to make certain decisions?


 
Step-by-step and complete Epicor Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:


• 1.1 Epicor project Charter

• 1.2 Stakeholder Register

• 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:


• 2.1 Epicor project Management Plan

• 2.2 Scope Management Plan

• 2.3 Requirements Management Plan

• 2.4 Requirements Documentation

• 2.5 Requirements Traceability Matrix

• 2.6 Epicor project Scope Statement

• 2.7 Assumption and Constraint Log

• 2.8 Work Breakdown Structure

• 2.9 WBS Dictionary

• 2.10 Schedule Management Plan

• 2.11 Activity List

• 2.12 Activity Attributes

• 2.13 Milestone List

• 2.14 Network Diagram

• 2.15 Activity Resource Requirements

• 2.16 Resource Breakdown Structure

• 2.17 Activity Duration Estimates

• 2.18 Duration Estimating Worksheet

• 2.19 Epicor project Schedule

• 2.20 Cost Management Plan

• 2.21 Activity Cost Estimates

• 2.22 Cost Estimating Worksheet

• 2.23 Cost Baseline

• 2.24 Quality Management Plan

• 2.25 Quality Metrics

• 2.26 Process Improvement Plan

• 2.27 Responsibility Assignment Matrix

• 2.28 Roles and Responsibilities

• 2.29 Human Resource Management Plan

• 2.30 Communications Management Plan

• 2.31 Risk Management Plan

• 2.32 Risk Register

• 2.33 Probability and Impact Assessment

• 2.34 Probability and Impact Matrix

• 2.35 Risk Data Sheet

• 2.36 Procurement Management Plan

• 2.37 Source Selection Criteria

• 2.38 Stakeholder Management Plan

• 2.39 Change Management Plan


3.0 Executing Process Group:


• 3.1 Team Member Status Report

• 3.2 Change Request

• 3.3 Change Log

• 3.4 Decision Log

• 3.5 Quality Audit

• 3.6 Team Directory

• 3.7 Team Operating Agreement

• 3.8 Team Performance Assessment

• 3.9 Team Member Performance Assessment

• 3.10 Issue Log


4.0 Monitoring and Controlling Process Group:


• 4.1 Epicor project Performance Report

• 4.2 Variance Analysis

• 4.3 Earned Value Status

• 4.4 Risk Audit

• 4.5 Contractor Status Report

• 4.6 Formal Acceptance


5.0 Closing Process Group:


• 5.1 Procurement Audit

• 5.2 Contract Close-Out

• 5.3 Epicor project or Phase Close-Out

• 5.4 Lessons Learned


Results

With this Three Step process you will have all the tools you need for any Epicor project with this in-depth Epicor Toolkit.

In using the Toolkit you will be better able to:


• Diagnose Epicor projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices

• Implement evidence-based best practice strategies aligned with overall goals

• Integrate recent advances in Epicor and put process design strategies into practice according to best practice guidelines


Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Epicor investments work better.

This Epicor All-Inclusive Toolkit enables You to be that person.

Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.