Mastering Epicor ERP Automation for Future-Proof Manufacturing Careers
You're not behind. But you're not ahead either. And in today’s hyper-competitive manufacturing landscape, standing still is the fastest way to become irrelevant. Manual processes. Outdated workflows. Endless cycle times. Your team is working harder, not smarter, and you’re expected to deliver more with less - all while leadership demands digital transformation that feels beyond your reach. But what if you could pivot from being the person who maintains the system to the one who transforms it? What if you had the precise knowledge to automate core Epicor ERP functions, reduce operational friction, and position yourself as the indispensable expert your organisation can’t afford to lose? Mastering Epicor ERP Automation for Future-Proof Manufacturing Careers is your strategic blueprint to do exactly that. This course is engineered to take you from uncertainty to mastery in 30 days, with a clear, step-by-step path to delivering high-impact automation solutions that generate measurable ROI. Take Sarah Lin, Senior Production Planner at Apex Composites. After completing this course, she redesigned a manual job scheduling workflow into an automated Epicor-driven process, cutting planning time by 68% and was fast-tracked into a new automation lead role with a 22% salary increase. This isn’t about theory. It’s about delivering board-ready solutions, career acceleration, and future-proof relevance in an industry where automation is no longer optional. Here’s how this course is structured to help you get there.Course Format & Delivery Details Designed for professionals who value precision, clarity, and real-world impact, this fully self-paced course delivers immediate online access with zero time constraints. Work through the material at your own speed, on your own schedule, without compromising your current workload. Access & Flexibility
- On-demand learning with no fixed start dates or deadlines
- Typical completion in 4–6 weeks, with many professionals implementing their first automation within 10 days
- Lifetime access to all course materials, including all future updates at no additional cost
- 24/7 global access across devices, fully optimised for mobile, tablet, and desktop
- Progress tracking and structured learning paths to keep you focused and on course
Value & Credibility
You’ll earn a Certificate of Completion issued by The Art of Service - a globally recognised credential trusted by professionals in over 140 countries. This is not a participation badge. It’s proof of mastery in creating, testing, and deploying high-value Epicor ERP automations that deliver operational efficiency and strategic advantage. Instructor Support & Guidance
You're not navigating this alone. Receive direct guidance through structured feedback checkpoints, curated implementation templates, and priority support from our team of certified Epicor automation specialists with real-world manufacturing experience. Clarifications are answered within 24 hours, ensuring you never get stuck. Risk Reversal & Trust Guarantee
We know you’re investing more than money - you’re investing time and career momentum. That’s why we offer a 100% satisfied or refunded guarantee. If you complete the first three modules and don’t believe you’re gaining actionable, career-advancing skills, simply request a full refund. No questions, no friction. Transparent Pricing & Payment
Pricing is straightforward with no hidden fees, subscriptions, or upsells. One-time payment grants you lifetime access. We accept Visa, Mastercard, and PayPal - all processed securely with end-to-end encryption. Reassurance & Onboarding
After enrollment, you’ll receive a confirmation email. Your access details and learning portal credentials will be delivered separately, ensuring a smooth and secure onboarding process. Will This Work For Me?
Absolutely. This course is built for real professionals in real manufacturing environments - planners, analysts, supervisors, and IT liaisons who need to deliver results, not just understand concepts. You don’t need to be a developer. You don’t need prior coding mastery. This works even if you’ve never written an automation script, if your Epicor instance is outdated, or if you’re the only one in your facility pushing for change. Our step-by-step implementation framework has helped inventory controllers in mid-sized job shops, SAP-to-Epicor transition teams, and operations managers in high-mix environments achieve measurable automation success. We’ve structured every module to build confidence, competence, and credibility - so you can transform from being reactive to strategic, and from overlooked to essential.
Module 1: Foundations of Epicor ERP Automation - Understanding the role of automation in modern manufacturing ecosystems
- Key drivers of Epicor automation maturity in discrete, process, and hybrid manufacturing
- Overview of Epicor ERP architecture and core modules
- Identifying automation opportunities within job shops, batch production, and engineered-to-order environments
- Mapping workflow bottlenecks to automation use cases
- Defining success metrics for automation initiatives
- Understanding user permissions and security models in Epicor
- Integrating automation with change management protocols
- Aligning automation goals with executive KPIs and operational targets
- Building a business case for automation with cost-benefit analysis templates
Module 2: Automation Frameworks and Strategic Planning - The 5-Phase Epicor Automation Readiness Framework
- Conducting a process maturity assessment for automation feasibility
- Developing an automation roadmap with phased rollout strategy
- Prioritising automations using the Impact-Effort Matrix
- Establishing governance for automation initiatives
- Defining scope boundaries and avoiding over-automation
- Stakeholder engagement strategies for cross-functional buy-in
- Documentation standards for automation design and tracking
- Managing technical debt in automation implementations
- Creating automation pilot programs with measurable outcomes
Module 3: Core Tools and Technologies - Overview of built-in Epicor automation tools: BPM, Kinetic, and Workflow
- Understanding Business Process Management (BPM) triggers and actions
- Configuring pre-process, post-process, and validation rules in BPM
- Using Epicor Kinetic to design low-code automation interfaces
- Working with REST APIs and integration endpoints in Epicor
- Scripting fundamentals using C# in the Epicor environment
- Setting up development and test environments safely
- Version control best practices for automation changes
- Using Epicor Data Model Designer for field-level automation
- Leveraging Report Builder for automated data distribution
Module 4: Designing and Building Automated Workflows - Designing end-to-end automation for shop floor data collection
- Automating material issue and backflush processes
- Creating dynamic routing updates based on machine availability
- Automating work order creation from sales orders
- Setting up automated job closeout based on completion criteria
- Integrating quality checks with production tracking
- Building approval chains for engineering change orders
- Automating inventory adjustments based on cycle count variances
- Generating real-time machine downtime alerts
- Implementing automatic scrap reporting at operation level
Module 5: Advanced Automation Techniques - Chaining multiple BPM processes for complex logic
- Handling exceptions and error logging in automated workflows
- Using queues and message buses for asynchronous processing
- Implementing retry logic and timeout controls
- Automating GL journal entries based on production events
- Creating predictive maintenance triggers from equipment data
- Building adaptive scheduling based on real-time capacity
- Automating supplier scorecard updates from PO performance
- Developing custom dashboards with live automation status
- Using scripts to auto-correct data anomalies
Module 6: Data Automation and Integration - Configuring automatic data imports from MES and SCADA systems
- Setting up CSV and XML file ingestion pipelines
- Using SQL Server Integration Services (SSIS) with Epicor
- Automating BOM and routing updates from external design tools
- Synchronising customer data from CRM platforms
- Automating vendor onboarding and classification updates
- Building bi-directional sync between Epicor and Power BI
- Setting up automatic cost rollups for new part numbers
- Using webhooks to trigger external actions from Epicor events
- Implementing real-time inventory visibility across warehouses
Module 7: Testing, Validation, and Deployment - Developing test cases for automation logic validation
- Using Epicor Test Mode to simulate process runs
- Implementing logging and audit trails for tracking automation
- Performing user acceptance testing (UAT) with shop floor staff
- Creating rollback procedures for failed automations
- Validating performance under peak load conditions
- Checking compliance with ISO and audit requirements
- Documenting deployment checklists and handover procedures
- Scheduling phased rollouts by department or facility
- Monitoring key performance indicators post-deployment
Module 8: Operationalising and Scaling Automation - Creating a Centre of Excellence for automation
- Training super-users and process owners
- Developing a knowledge repository for automation assets
- Establishing performance review cadence for existing automations
- Conducting automation health checks and tuning
- Scaling individual automations to enterprise-wide deployment
- Reusing automation templates across similar processes
- Managing organisational change during automation adoption
- Tracking ROI and efficiency gains from automation
- Communicating wins to executives and frontline teams
Module 9: Industry-Specific Automation Applications - Automating job costing in engineered-to-order environments
- Reducing NCR cycle time with automated quality workflows
- Optimising changeover scheduling in high-mix production
- Automating make-vs-buy analysis based on capacity data
- Integrating labour tracking with payroll systems
- Automating compliance reporting for aerospace and defence
- Streamlining lot traceability in food and beverage manufacturing
- Automating regulatory documentation for medical device firms
- Managing expiry dates and first-expiry-first-out in process plants
- Automating safety data sheet (SDS) updates from vendors
Module 10: Troubleshooting and Maintenance - Diagnosing common BPM failures and error codes
- Using Epicor diagnostic tools for automation monitoring
- Identifying performance bottlenecks in automated workflows
- Resolving conflicts between multiple BPMs
- Handling data lock issues during automation execution
- Updating automations after Epicor upgrades
- Managing user role changes that impact automation
- Creating escalation paths for failed automation jobs
- Archiving obsolete automation rules
- Documenting fixes and root cause analysis
Module 11: Security, Compliance, and Audit Readiness - Ensuring automated processes comply with SOX controls
- Designing audit trails for automated financial entries
- Restricting access to sensitive automation configurations
- Validating data integrity in automated updates
- Meeting GDPR and data privacy requirements in automation
- Auditing automation changes with version history
- Implementing dual control for high-risk automations
- Documenting process changes for ISO certification
- Preparing for internal and external audit reviews
- Using role-based access in automation design
Module 12: Career Advancement and Professional Certification - Building a personal portfolio of automation case studies
- Quantifying your impact using automation efficiency metrics
- Positioning automation expertise on your resume and LinkedIn
- Using the Certificate of Completion for internal promotions
- Negotiating higher compensation based on automation ROI
- Transitioning from operator to automation specialist
- Becoming a go-to expert in your organisation
- Preparing for advanced certification paths in Epicor
- Joining the global Art of Service alumni network
- Accessing exclusive job boards and career coaching resources
- Understanding the role of automation in modern manufacturing ecosystems
- Key drivers of Epicor automation maturity in discrete, process, and hybrid manufacturing
- Overview of Epicor ERP architecture and core modules
- Identifying automation opportunities within job shops, batch production, and engineered-to-order environments
- Mapping workflow bottlenecks to automation use cases
- Defining success metrics for automation initiatives
- Understanding user permissions and security models in Epicor
- Integrating automation with change management protocols
- Aligning automation goals with executive KPIs and operational targets
- Building a business case for automation with cost-benefit analysis templates
Module 2: Automation Frameworks and Strategic Planning - The 5-Phase Epicor Automation Readiness Framework
- Conducting a process maturity assessment for automation feasibility
- Developing an automation roadmap with phased rollout strategy
- Prioritising automations using the Impact-Effort Matrix
- Establishing governance for automation initiatives
- Defining scope boundaries and avoiding over-automation
- Stakeholder engagement strategies for cross-functional buy-in
- Documentation standards for automation design and tracking
- Managing technical debt in automation implementations
- Creating automation pilot programs with measurable outcomes
Module 3: Core Tools and Technologies - Overview of built-in Epicor automation tools: BPM, Kinetic, and Workflow
- Understanding Business Process Management (BPM) triggers and actions
- Configuring pre-process, post-process, and validation rules in BPM
- Using Epicor Kinetic to design low-code automation interfaces
- Working with REST APIs and integration endpoints in Epicor
- Scripting fundamentals using C# in the Epicor environment
- Setting up development and test environments safely
- Version control best practices for automation changes
- Using Epicor Data Model Designer for field-level automation
- Leveraging Report Builder for automated data distribution
Module 4: Designing and Building Automated Workflows - Designing end-to-end automation for shop floor data collection
- Automating material issue and backflush processes
- Creating dynamic routing updates based on machine availability
- Automating work order creation from sales orders
- Setting up automated job closeout based on completion criteria
- Integrating quality checks with production tracking
- Building approval chains for engineering change orders
- Automating inventory adjustments based on cycle count variances
- Generating real-time machine downtime alerts
- Implementing automatic scrap reporting at operation level
Module 5: Advanced Automation Techniques - Chaining multiple BPM processes for complex logic
- Handling exceptions and error logging in automated workflows
- Using queues and message buses for asynchronous processing
- Implementing retry logic and timeout controls
- Automating GL journal entries based on production events
- Creating predictive maintenance triggers from equipment data
- Building adaptive scheduling based on real-time capacity
- Automating supplier scorecard updates from PO performance
- Developing custom dashboards with live automation status
- Using scripts to auto-correct data anomalies
Module 6: Data Automation and Integration - Configuring automatic data imports from MES and SCADA systems
- Setting up CSV and XML file ingestion pipelines
- Using SQL Server Integration Services (SSIS) with Epicor
- Automating BOM and routing updates from external design tools
- Synchronising customer data from CRM platforms
- Automating vendor onboarding and classification updates
- Building bi-directional sync between Epicor and Power BI
- Setting up automatic cost rollups for new part numbers
- Using webhooks to trigger external actions from Epicor events
- Implementing real-time inventory visibility across warehouses
Module 7: Testing, Validation, and Deployment - Developing test cases for automation logic validation
- Using Epicor Test Mode to simulate process runs
- Implementing logging and audit trails for tracking automation
- Performing user acceptance testing (UAT) with shop floor staff
- Creating rollback procedures for failed automations
- Validating performance under peak load conditions
- Checking compliance with ISO and audit requirements
- Documenting deployment checklists and handover procedures
- Scheduling phased rollouts by department or facility
- Monitoring key performance indicators post-deployment
Module 8: Operationalising and Scaling Automation - Creating a Centre of Excellence for automation
- Training super-users and process owners
- Developing a knowledge repository for automation assets
- Establishing performance review cadence for existing automations
- Conducting automation health checks and tuning
- Scaling individual automations to enterprise-wide deployment
- Reusing automation templates across similar processes
- Managing organisational change during automation adoption
- Tracking ROI and efficiency gains from automation
- Communicating wins to executives and frontline teams
Module 9: Industry-Specific Automation Applications - Automating job costing in engineered-to-order environments
- Reducing NCR cycle time with automated quality workflows
- Optimising changeover scheduling in high-mix production
- Automating make-vs-buy analysis based on capacity data
- Integrating labour tracking with payroll systems
- Automating compliance reporting for aerospace and defence
- Streamlining lot traceability in food and beverage manufacturing
- Automating regulatory documentation for medical device firms
- Managing expiry dates and first-expiry-first-out in process plants
- Automating safety data sheet (SDS) updates from vendors
Module 10: Troubleshooting and Maintenance - Diagnosing common BPM failures and error codes
- Using Epicor diagnostic tools for automation monitoring
- Identifying performance bottlenecks in automated workflows
- Resolving conflicts between multiple BPMs
- Handling data lock issues during automation execution
- Updating automations after Epicor upgrades
- Managing user role changes that impact automation
- Creating escalation paths for failed automation jobs
- Archiving obsolete automation rules
- Documenting fixes and root cause analysis
Module 11: Security, Compliance, and Audit Readiness - Ensuring automated processes comply with SOX controls
- Designing audit trails for automated financial entries
- Restricting access to sensitive automation configurations
- Validating data integrity in automated updates
- Meeting GDPR and data privacy requirements in automation
- Auditing automation changes with version history
- Implementing dual control for high-risk automations
- Documenting process changes for ISO certification
- Preparing for internal and external audit reviews
- Using role-based access in automation design
Module 12: Career Advancement and Professional Certification - Building a personal portfolio of automation case studies
- Quantifying your impact using automation efficiency metrics
- Positioning automation expertise on your resume and LinkedIn
- Using the Certificate of Completion for internal promotions
- Negotiating higher compensation based on automation ROI
- Transitioning from operator to automation specialist
- Becoming a go-to expert in your organisation
- Preparing for advanced certification paths in Epicor
- Joining the global Art of Service alumni network
- Accessing exclusive job boards and career coaching resources
- Overview of built-in Epicor automation tools: BPM, Kinetic, and Workflow
- Understanding Business Process Management (BPM) triggers and actions
- Configuring pre-process, post-process, and validation rules in BPM
- Using Epicor Kinetic to design low-code automation interfaces
- Working with REST APIs and integration endpoints in Epicor
- Scripting fundamentals using C# in the Epicor environment
- Setting up development and test environments safely
- Version control best practices for automation changes
- Using Epicor Data Model Designer for field-level automation
- Leveraging Report Builder for automated data distribution
Module 4: Designing and Building Automated Workflows - Designing end-to-end automation for shop floor data collection
- Automating material issue and backflush processes
- Creating dynamic routing updates based on machine availability
- Automating work order creation from sales orders
- Setting up automated job closeout based on completion criteria
- Integrating quality checks with production tracking
- Building approval chains for engineering change orders
- Automating inventory adjustments based on cycle count variances
- Generating real-time machine downtime alerts
- Implementing automatic scrap reporting at operation level
Module 5: Advanced Automation Techniques - Chaining multiple BPM processes for complex logic
- Handling exceptions and error logging in automated workflows
- Using queues and message buses for asynchronous processing
- Implementing retry logic and timeout controls
- Automating GL journal entries based on production events
- Creating predictive maintenance triggers from equipment data
- Building adaptive scheduling based on real-time capacity
- Automating supplier scorecard updates from PO performance
- Developing custom dashboards with live automation status
- Using scripts to auto-correct data anomalies
Module 6: Data Automation and Integration - Configuring automatic data imports from MES and SCADA systems
- Setting up CSV and XML file ingestion pipelines
- Using SQL Server Integration Services (SSIS) with Epicor
- Automating BOM and routing updates from external design tools
- Synchronising customer data from CRM platforms
- Automating vendor onboarding and classification updates
- Building bi-directional sync between Epicor and Power BI
- Setting up automatic cost rollups for new part numbers
- Using webhooks to trigger external actions from Epicor events
- Implementing real-time inventory visibility across warehouses
Module 7: Testing, Validation, and Deployment - Developing test cases for automation logic validation
- Using Epicor Test Mode to simulate process runs
- Implementing logging and audit trails for tracking automation
- Performing user acceptance testing (UAT) with shop floor staff
- Creating rollback procedures for failed automations
- Validating performance under peak load conditions
- Checking compliance with ISO and audit requirements
- Documenting deployment checklists and handover procedures
- Scheduling phased rollouts by department or facility
- Monitoring key performance indicators post-deployment
Module 8: Operationalising and Scaling Automation - Creating a Centre of Excellence for automation
- Training super-users and process owners
- Developing a knowledge repository for automation assets
- Establishing performance review cadence for existing automations
- Conducting automation health checks and tuning
- Scaling individual automations to enterprise-wide deployment
- Reusing automation templates across similar processes
- Managing organisational change during automation adoption
- Tracking ROI and efficiency gains from automation
- Communicating wins to executives and frontline teams
Module 9: Industry-Specific Automation Applications - Automating job costing in engineered-to-order environments
- Reducing NCR cycle time with automated quality workflows
- Optimising changeover scheduling in high-mix production
- Automating make-vs-buy analysis based on capacity data
- Integrating labour tracking with payroll systems
- Automating compliance reporting for aerospace and defence
- Streamlining lot traceability in food and beverage manufacturing
- Automating regulatory documentation for medical device firms
- Managing expiry dates and first-expiry-first-out in process plants
- Automating safety data sheet (SDS) updates from vendors
Module 10: Troubleshooting and Maintenance - Diagnosing common BPM failures and error codes
- Using Epicor diagnostic tools for automation monitoring
- Identifying performance bottlenecks in automated workflows
- Resolving conflicts between multiple BPMs
- Handling data lock issues during automation execution
- Updating automations after Epicor upgrades
- Managing user role changes that impact automation
- Creating escalation paths for failed automation jobs
- Archiving obsolete automation rules
- Documenting fixes and root cause analysis
Module 11: Security, Compliance, and Audit Readiness - Ensuring automated processes comply with SOX controls
- Designing audit trails for automated financial entries
- Restricting access to sensitive automation configurations
- Validating data integrity in automated updates
- Meeting GDPR and data privacy requirements in automation
- Auditing automation changes with version history
- Implementing dual control for high-risk automations
- Documenting process changes for ISO certification
- Preparing for internal and external audit reviews
- Using role-based access in automation design
Module 12: Career Advancement and Professional Certification - Building a personal portfolio of automation case studies
- Quantifying your impact using automation efficiency metrics
- Positioning automation expertise on your resume and LinkedIn
- Using the Certificate of Completion for internal promotions
- Negotiating higher compensation based on automation ROI
- Transitioning from operator to automation specialist
- Becoming a go-to expert in your organisation
- Preparing for advanced certification paths in Epicor
- Joining the global Art of Service alumni network
- Accessing exclusive job boards and career coaching resources
- Chaining multiple BPM processes for complex logic
- Handling exceptions and error logging in automated workflows
- Using queues and message buses for asynchronous processing
- Implementing retry logic and timeout controls
- Automating GL journal entries based on production events
- Creating predictive maintenance triggers from equipment data
- Building adaptive scheduling based on real-time capacity
- Automating supplier scorecard updates from PO performance
- Developing custom dashboards with live automation status
- Using scripts to auto-correct data anomalies
Module 6: Data Automation and Integration - Configuring automatic data imports from MES and SCADA systems
- Setting up CSV and XML file ingestion pipelines
- Using SQL Server Integration Services (SSIS) with Epicor
- Automating BOM and routing updates from external design tools
- Synchronising customer data from CRM platforms
- Automating vendor onboarding and classification updates
- Building bi-directional sync between Epicor and Power BI
- Setting up automatic cost rollups for new part numbers
- Using webhooks to trigger external actions from Epicor events
- Implementing real-time inventory visibility across warehouses
Module 7: Testing, Validation, and Deployment - Developing test cases for automation logic validation
- Using Epicor Test Mode to simulate process runs
- Implementing logging and audit trails for tracking automation
- Performing user acceptance testing (UAT) with shop floor staff
- Creating rollback procedures for failed automations
- Validating performance under peak load conditions
- Checking compliance with ISO and audit requirements
- Documenting deployment checklists and handover procedures
- Scheduling phased rollouts by department or facility
- Monitoring key performance indicators post-deployment
Module 8: Operationalising and Scaling Automation - Creating a Centre of Excellence for automation
- Training super-users and process owners
- Developing a knowledge repository for automation assets
- Establishing performance review cadence for existing automations
- Conducting automation health checks and tuning
- Scaling individual automations to enterprise-wide deployment
- Reusing automation templates across similar processes
- Managing organisational change during automation adoption
- Tracking ROI and efficiency gains from automation
- Communicating wins to executives and frontline teams
Module 9: Industry-Specific Automation Applications - Automating job costing in engineered-to-order environments
- Reducing NCR cycle time with automated quality workflows
- Optimising changeover scheduling in high-mix production
- Automating make-vs-buy analysis based on capacity data
- Integrating labour tracking with payroll systems
- Automating compliance reporting for aerospace and defence
- Streamlining lot traceability in food and beverage manufacturing
- Automating regulatory documentation for medical device firms
- Managing expiry dates and first-expiry-first-out in process plants
- Automating safety data sheet (SDS) updates from vendors
Module 10: Troubleshooting and Maintenance - Diagnosing common BPM failures and error codes
- Using Epicor diagnostic tools for automation monitoring
- Identifying performance bottlenecks in automated workflows
- Resolving conflicts between multiple BPMs
- Handling data lock issues during automation execution
- Updating automations after Epicor upgrades
- Managing user role changes that impact automation
- Creating escalation paths for failed automation jobs
- Archiving obsolete automation rules
- Documenting fixes and root cause analysis
Module 11: Security, Compliance, and Audit Readiness - Ensuring automated processes comply with SOX controls
- Designing audit trails for automated financial entries
- Restricting access to sensitive automation configurations
- Validating data integrity in automated updates
- Meeting GDPR and data privacy requirements in automation
- Auditing automation changes with version history
- Implementing dual control for high-risk automations
- Documenting process changes for ISO certification
- Preparing for internal and external audit reviews
- Using role-based access in automation design
Module 12: Career Advancement and Professional Certification - Building a personal portfolio of automation case studies
- Quantifying your impact using automation efficiency metrics
- Positioning automation expertise on your resume and LinkedIn
- Using the Certificate of Completion for internal promotions
- Negotiating higher compensation based on automation ROI
- Transitioning from operator to automation specialist
- Becoming a go-to expert in your organisation
- Preparing for advanced certification paths in Epicor
- Joining the global Art of Service alumni network
- Accessing exclusive job boards and career coaching resources
- Developing test cases for automation logic validation
- Using Epicor Test Mode to simulate process runs
- Implementing logging and audit trails for tracking automation
- Performing user acceptance testing (UAT) with shop floor staff
- Creating rollback procedures for failed automations
- Validating performance under peak load conditions
- Checking compliance with ISO and audit requirements
- Documenting deployment checklists and handover procedures
- Scheduling phased rollouts by department or facility
- Monitoring key performance indicators post-deployment
Module 8: Operationalising and Scaling Automation - Creating a Centre of Excellence for automation
- Training super-users and process owners
- Developing a knowledge repository for automation assets
- Establishing performance review cadence for existing automations
- Conducting automation health checks and tuning
- Scaling individual automations to enterprise-wide deployment
- Reusing automation templates across similar processes
- Managing organisational change during automation adoption
- Tracking ROI and efficiency gains from automation
- Communicating wins to executives and frontline teams
Module 9: Industry-Specific Automation Applications - Automating job costing in engineered-to-order environments
- Reducing NCR cycle time with automated quality workflows
- Optimising changeover scheduling in high-mix production
- Automating make-vs-buy analysis based on capacity data
- Integrating labour tracking with payroll systems
- Automating compliance reporting for aerospace and defence
- Streamlining lot traceability in food and beverage manufacturing
- Automating regulatory documentation for medical device firms
- Managing expiry dates and first-expiry-first-out in process plants
- Automating safety data sheet (SDS) updates from vendors
Module 10: Troubleshooting and Maintenance - Diagnosing common BPM failures and error codes
- Using Epicor diagnostic tools for automation monitoring
- Identifying performance bottlenecks in automated workflows
- Resolving conflicts between multiple BPMs
- Handling data lock issues during automation execution
- Updating automations after Epicor upgrades
- Managing user role changes that impact automation
- Creating escalation paths for failed automation jobs
- Archiving obsolete automation rules
- Documenting fixes and root cause analysis
Module 11: Security, Compliance, and Audit Readiness - Ensuring automated processes comply with SOX controls
- Designing audit trails for automated financial entries
- Restricting access to sensitive automation configurations
- Validating data integrity in automated updates
- Meeting GDPR and data privacy requirements in automation
- Auditing automation changes with version history
- Implementing dual control for high-risk automations
- Documenting process changes for ISO certification
- Preparing for internal and external audit reviews
- Using role-based access in automation design
Module 12: Career Advancement and Professional Certification - Building a personal portfolio of automation case studies
- Quantifying your impact using automation efficiency metrics
- Positioning automation expertise on your resume and LinkedIn
- Using the Certificate of Completion for internal promotions
- Negotiating higher compensation based on automation ROI
- Transitioning from operator to automation specialist
- Becoming a go-to expert in your organisation
- Preparing for advanced certification paths in Epicor
- Joining the global Art of Service alumni network
- Accessing exclusive job boards and career coaching resources
- Automating job costing in engineered-to-order environments
- Reducing NCR cycle time with automated quality workflows
- Optimising changeover scheduling in high-mix production
- Automating make-vs-buy analysis based on capacity data
- Integrating labour tracking with payroll systems
- Automating compliance reporting for aerospace and defence
- Streamlining lot traceability in food and beverage manufacturing
- Automating regulatory documentation for medical device firms
- Managing expiry dates and first-expiry-first-out in process plants
- Automating safety data sheet (SDS) updates from vendors
Module 10: Troubleshooting and Maintenance - Diagnosing common BPM failures and error codes
- Using Epicor diagnostic tools for automation monitoring
- Identifying performance bottlenecks in automated workflows
- Resolving conflicts between multiple BPMs
- Handling data lock issues during automation execution
- Updating automations after Epicor upgrades
- Managing user role changes that impact automation
- Creating escalation paths for failed automation jobs
- Archiving obsolete automation rules
- Documenting fixes and root cause analysis
Module 11: Security, Compliance, and Audit Readiness - Ensuring automated processes comply with SOX controls
- Designing audit trails for automated financial entries
- Restricting access to sensitive automation configurations
- Validating data integrity in automated updates
- Meeting GDPR and data privacy requirements in automation
- Auditing automation changes with version history
- Implementing dual control for high-risk automations
- Documenting process changes for ISO certification
- Preparing for internal and external audit reviews
- Using role-based access in automation design
Module 12: Career Advancement and Professional Certification - Building a personal portfolio of automation case studies
- Quantifying your impact using automation efficiency metrics
- Positioning automation expertise on your resume and LinkedIn
- Using the Certificate of Completion for internal promotions
- Negotiating higher compensation based on automation ROI
- Transitioning from operator to automation specialist
- Becoming a go-to expert in your organisation
- Preparing for advanced certification paths in Epicor
- Joining the global Art of Service alumni network
- Accessing exclusive job boards and career coaching resources
- Ensuring automated processes comply with SOX controls
- Designing audit trails for automated financial entries
- Restricting access to sensitive automation configurations
- Validating data integrity in automated updates
- Meeting GDPR and data privacy requirements in automation
- Auditing automation changes with version history
- Implementing dual control for high-risk automations
- Documenting process changes for ISO certification
- Preparing for internal and external audit reviews
- Using role-based access in automation design