Mastering Epicor ERP Implementation and Optimization
You’re under pressure. Deadlines are tightening. Your team expects a smooth ERP rollout, but outdated methods, fragmented workflows, and unclear best practices are slowing you down. You need more than just technical steps - you need a proven, end-to-end strategy that turns complexity into clarity and risk into results. Every failed implementation starts the same way: with good intentions but missing frameworks. Budgets spiral. Timelines collapse. Stakeholders lose confidence. But it doesn’t have to be this way. With the right roadmap, Epicor ERP becomes a catalyst for efficiency, visibility, and competitive advantage - not another cautionary tale in the post-mortem report. Mastering Epicor ERP Implementation and Optimization is that roadmap. This course delivers a board-ready, step-by-step blueprint to go from assessment to go-live in under 90 days - with documented reductions in project risk, deployment time, and operational downtime. You’ll build a fully structured implementation plan tailored to your environment, complete with executive alignment strategies and post-launch optimization protocols. One supply chain director used this method to cut her company’s Epicor deployment timeline by 37%, align cross-functional teams under a single governance model, and eliminate $180,000 in unnecessary consulting fees. She didn’t have prior ERP experience - just this structured approach and the right tools. This isn’t theory. It’s battle-tested. Used by IT managers, project leads, and operations executives across manufacturing, distribution, and service sectors to deliver on-time, on-budget ERP outcomes with measurable ROI. You’ll gain clarity on what to prioritise, how to avoid costly missteps, and exactly when to escalate or delegate. Here’s how this course is structured to help you get there.Course Format & Delivery Details Flexible, Self-Paced Learning with Immediate Online Access
The Mastering Epicor ERP Implementation and Optimization course is delivered fully online, allowing you to begin immediately after enrollment. This is a self-paced program - you control when, where, and how quickly you progress. No strict schedules. No mandatory attendance. Perfect for busy professionals managing concurrent projects and demanding timelines. Most learners complete the core curriculum in 60 to 90 hours, but many report applying the first three modules to their current projects within the first 10 hours and seeing immediate improvements in planning accuracy and stakeholder alignment. Lifetime Access & Continuous Updates
Enroll once, learn forever. You receive full lifetime access to all course content, including every update as Epicor releases new functionality or business practices evolve. This is not a time-limited subscription. Your investment continues to deliver value year after year, adapting to changing technology and organisational needs. The course platform is mobile-friendly and accessible 24/7 from any device, anywhere in the world. Whether you’re in the office, on-site, or travelling, your progress syncs seamlessly across sessions. Expert-Led Structure with Direct Support Pathways
While the course is self-guided, you are not alone. You’ll have access to structured guidance pathways, including direct response support from implementation specialists with over 15 years of combined Epicor experience. Questions are reviewed by practitioners who’ve led multi-site rollouts across North America, EMEA, and APAC. The curriculum includes checklists, diagnostic templates, and escalation frameworks - all designed to simulate mentorship, not just instruction. You’re not left to interpret frameworks in isolation. Each tool comes with clear usage guidelines and real-world examples. Certification That Builds Credibility and Career Opportunity
Upon successful completion, you’ll receive a Certificate of Completion issued by The Art of Service - a globally recognised credential trusted by leading enterprises and consulting firms. This certificate verifies your mastery of Epicor ERP implementation best practices, governance models, and optimisation techniques. It’s shareable on LinkedIn and verifiable via secure digital badge, enhancing your professional profile and positioning you as a strategic asset in any ERP conversation. No Risk. No Hidden Fees. Full Confidence.
The pricing structure is straightforward - one fee, no recurring charges, no hidden costs. Payment is accepted via Visa, Mastercard, and PayPal. After enrollment, you’ll receive an automated confirmation email. Your course access details are delivered separately once your learner profile is fully processed - ensuring accuracy and security. We back the value of this course with a confident guarantee: if you complete the material and find it does not meet your expectations for practical, real-world impact, contact us for a full refund. Your only risk is not applying what you learn - and we’ve built the course to make application unavoidable. This Works Even If:
- You’ve never led an ERP project before
- Your current rollout is already behind schedule
- You’re working with limited internal support or budget
- You’re not technically trained in IT or software deployment
- You’re bridging the gap between operations and technology teams
One regional operations manager in Wisconsin used this course to take ownership of a stalled Epicor rollout after the original consultant left mid-project. Using the risk-mitigation checklist and stakeholder alignment matrix, he resumed control, re-established timelines, and guided the project to a successful go-live - later promoted to Director of Operational Systems. The tools in this course are role-agnostic, outcome-focused, and built for real environments - not idealised conditions. This is how confident professionals implement Epicor with precision, not panic.
Module 1: Foundations of Epicor ERP and Implementation Strategy - Differentiating Epicor ERP from other enterprise systems (SAP, Oracle, Microsoft Dynamics)
- Understanding the core architecture: database structure, module interdependence, and deployment models
- Key benefits of Epicor for mid-sized manufacturing and distribution businesses
- Identifying common implementation failure points and how to avoid them
- Aligning ERP goals with organisational strategy and long-term vision
- Defining success metrics: KPIs for time, cost, user adoption, and ROI
- Introduction to Agile vs Waterfall methodologies in ERP projects
- Building a business case for Epicor implementation or upgrade
- Securing executive sponsorship and ongoing stakeholder engagement
- Creating a high-level implementation roadmap with phase milestones
- Evaluating internal readiness: people, processes, and technology
- Assessing data maturity and clean-up requirements pre-migration
- Selecting the right implementation partner or consultant
- Understanding licensing models and subscription cost structures
- Establishing governance frameworks for decision-making during rollout
- Setting up a project management office (PMO) tailored to Epicor deployments
Module 2: Pre-Implementation Planning and Assessment - Conducting a comprehensive current-state assessment across departments
- Mapping legacy systems and identifying integration dependencies
- Analysing business process gaps and inefficiencies
- Using process flow diagrams to visualise workflows pre-ERP
- Performing a SWOT analysis specific to ERP readiness
- Developing a change impact assessment for teams and roles
- Creating a resource plan: staffing, time allocation, and bandwidth
- Defining scope boundaries to prevent project creep
- Building a detailed risk register with mitigation strategies
- Establishing communication plans for internal stakeholders
- Determining data ownership and stewardship responsibilities
- Conducting dependency analysis across finance, inventory, and production
- Using scorecards to evaluate departmental readiness levels
- Developing a pre-kickoff checklist for technical and organisational prep
- Validating infrastructure requirements: servers, cloud access, bandwidth
- Setting up test environments and sandbox configurations
Module 3: Defining Project Governance and Team Roles - Structuring the implementation team: core, extended, and advisory roles
- Defining RACI matrices for key project decisions and tasks
- Assigning project manager, functional leads, and technical coordinators
- Establishing escalation pathways for issue resolution
- Setting up weekly governance meetings with meeting templates
- Creating decision logs and change request tracking systems
- Managing consultant relationships and service level agreements
- Developing a vendor collaboration strategy for Epicor support
- Building cross-functional alignment using workshop facilitation guides
- Using role-specific playbooks to clarify responsibilities
- Integrating continuous feedback loops from end-users
- Documenting approval workflows for configuration changes
- Managing remote or hybrid teams across locations and time zones
- Creating transparency dashboards for project health monitoring
- Training team leads on conflict resolution and change facilitation
- Conducting team alignment sessions using standardised agendas
Module 4: Data Migration Strategy and Execution - Planning a phased data migration approach: staging, validation, cutover
- Identifying critical data sets: GL, inventory, BOMs, customer master
- Using data profiling tools to assess quality and completeness
- Creating data mapping templates from legacy to Epicor fields
- Designing data transformation rules for accurate conversions
- Building reusable data cleansing scripts and validation checks
- Implementing data governance policies during migration
- Establishing data ownership and approval workflows
- Performing trial migrations in non-production environments
- Testing referential integrity and foreign key relationships
- Handling duplicates, invalid entries, and legacy codes
- Archiving obsolete data without disrupting operational continuity
- Scheduling cutover windows with minimal business disruption
- Creating rollback plans in case of migration failure
- Validating data accuracy post-migration using audit reports
- Documenting the data migration process for future audits
Module 5: System Configuration and Customisation Frameworks - Understanding Epicor configuration vs customisation trade-offs
- Setting up company structures, plants, and subsidiaries
- Configuring financial modules: COA, fiscal periods, multi-currency
- Designing inventory settings: tracking methods, costing models
- Setting up pricing and discount rules across customer tiers
- Configuring shop floor control and production workflows
- Defining approval hierarchies for purchasing and expenses
- Setting up tax codes, jurisdictions, and compliance rules
- Customising dashboards for role-based visibility
- Building workflow automations using BPM logic
- Managing user roles, security groups, and permission levels
- Using configuration checklists to ensure consistency
- Documenting all configuration decisions in a central repository
- Validating configuration against business process requirements
- Creating reusable configuration templates for future rollouts
- Integrating barcode and RFID scanning capabilities
Module 6: Integration with Third-Party Systems - Identifying integration points: CRM, eCommerce, WMS, HRIS
- Choosing integration methods: APIs, flat files, middleware
- Understanding Epicor’s Application Integration Framework (AIF)
- Setting up secure API authentication and token management
- Mapping data exchange formats: JSON, XML, EDI standards
- Designing bi-directional sync logic for real-time accuracy
- Testing integrations in staging environments before go-live
- Monitoring integration health with alerting systems
- Handling failed transactions and retry mechanisms
- Documenting all integration touchpoints and dependencies
- Optimising performance for high-volume data transfers
- Ensuring compliance with data privacy regulations (GDPR, CCPA)
- Building redundancy into integration architecture
- Creating integration runbooks for operations teams
- Establishing SLAs with external system providers
- Validating end-to-end transaction flows after integration
Module 7: User Experience Design and Role-Based Access - Analysing user roles: production clerks, accountants, supervisors
- Designing role-specific dashboards and homepages
- Customising menus and navigation for efficiency
- Reducing cognitive load through interface simplification
- Creating quick access shortcuts and favourite lists
- Implementing field-level security and data visibility rules
- Testing user journeys to eliminate friction points
- Gathering usability feedback from power users
- Documenting standard operating procedures for common tasks
- Building adaptive interfaces based on user behaviour
- Using tooltips and in-context help guides
- Configuring mobile access for field and warehouse staff
- Setting up print templates and report defaults
- Localising interfaces for multilingual teams
- Ensuring ADA compliance for accessibility standards
- Conducting usability testing sessions with real users
Module 8: Testing Methodology and Quality Assurance - Developing a comprehensive test strategy: unit, integration, UAT
- Creating test scripts with clear inputs, steps, and expected outcomes
- Assigning test ownership to functional area leads
- Setting up test data sets that mirror live operations
- Managing test cycles with tracking spreadsheets and tools
- Logging and prioritising defects using standard severity levels
- Validating fixes and performing regression testing
- Conducting end-to-end process walkthroughs
- Testing performance under peak load conditions
- Verifying backup and recovery processes
- Testing disaster recovery scenarios
- Conducting security penetration testing
- Ensuring compliance with internal audit standards
- Finalising go/no-go criteria before launch
- Obtaining formal sign-offs from stakeholders
- Archiving test results for audit and compliance purposes
Module 9: Change Management and Organisational Readiness - Developing a change management plan using ADKAR or ProSCI models
- Assessing resistance levels across departments and user groups
- Building a coalition of change champions
- Creating targeted messaging for different audiences
- Launching internal awareness campaigns
- Hosting town hall meetings and Q&A sessions
- Sending regular progress updates via email or intranet
- Addressing common fears: job loss, skill obsolescence, complexity
- Mapping training needs to specific user roles
- Developing a readiness scorecard with measurable indicators
- Measuring adoption through login rates and feature usage
- Using incentives and recognition to drive engagement
- Establishing peer support networks
- Creating feedback loops for continuous improvement
- Adjusting plans based on real-time sentiment
- Documenting change management outcomes for future projects
Module 10: Training Strategy and Knowledge Transfer - Designing a multi-tiered training program: executive, manager, user
- Creating role-specific training materials and job aids
- Developing hands-on labs using simulated environments
- Scheduling training sessions to align with project phases
- Delivering blended learning: instructor-led, self-paced, on-demand
- Creating video-free learning pathways using interactive guides
- Using annotated screenshots and step-by-step walkthroughs
- Building knowledge assessments and quizzes
- Tracking completion and competency levels
- Identifying super users and training them first
- Setting up help desks and support triage systems
- Creating searchable knowledge bases and FAQs
- Delivering just-in-time training modules for new hires
- Evaluating training effectiveness using Net Promoter Score
- Updating training content as system changes occur
- Institutionalising ongoing learning for long-term success
Module 11: Go-Live Planning and Cutover Execution - Developing a detailed cutover plan with hour-by-hour tasks
- Identifying critical success factors for launch day
- Scheduling cutover during low-activity periods
- Preparing the support war room and incident response team
- Assigning roles for launch day: command, support, communications
- Finalising data freeze and migration completion
- Validating system readiness with pre-launch checklist
- Executing cutover in phases if required
- Monitoring real-time system performance
- Handling urgent issues with predefined escalation paths
- Communicating progress to stakeholders hourly
- Managing user access activation and login support
- Conducting first live transaction validations
- Running reconciliations between old and new systems
- Documenting all go-live activities and deviations
- Confirming successful launch with executive sign-off
Module 12: Post-Implementation Review and Stabilisation - Conducting a formal post-implementation review (PIR)
- Measuring actual outcomes against original KPIs
- Gathering feedback from users and stakeholders
- Identifying gaps and outstanding issues
- Creating a backlog for phase-two enhancements
- Resolving critical bugs and performance issues
- Stabilising system performance over first 30 days
- Monitoring user adoption trends and support tickets
- Adjusting configurations based on real-world usage
- Providing hyper-care support with rapid response times
- Recognising team achievements and celebrating success
- Handing over to business-as-usual support teams
- Archiving project documentation for future reference
- Conducting lessons learned workshops
- Capturing best practices for future rollouts
- Updating operational manuals and support playbooks
Module 13: Performance Optimisation and Continuous Improvement - Monitoring key system performance indicators
- Identifying bottlenecks in reports, queries, and transactions
- Optimising database indexing and query execution
- Reviewing user feedback for process refinement
- Analysing report usage to retire underused outputs
- Streamlining approval workflows to reduce delays
- Automating recurring manual tasks using BPM
- Enhancing dashboards with predictive analytics
- Integrating advanced forecasting models
- Improving inventory turnover using Epicor analytics
- Reducing lead times through production scheduling optimisation
- Using root cause analysis for recurring issues
- Implementing continuous improvement cycles (Kaizen)
- Aligning system use with lean operations principles
- Tracking cost savings and efficiency gains post-go-live
- Reporting ROI to executives and investors
Module 14: Advanced Topics and Scalability Planning - Scaling Epicor for multi-site or international operations
- Managing intercompany transactions and consolidations
- Configuring multi-language and multi-currency support
- Planning for future module expansions (PLM, CRM, MES)
- Designing a technology roadmap aligned with Epicor updates
- Preparing for AI-driven enhancements in Epicor 10 and beyond
- Exploring robotic process automation (RPA) integration
- Using data lakes and advanced analytics with Epicor data
- Implementing predictive maintenance for equipment tracking
- Enhancing supply chain visibility with IoT integration
- Building custom reports using BI tools and Epicor data connectors
- Developing executive scorecards with real-time KPI tracking
- Creating self-service analytics for non-technical users
- Evaluating cloud vs on-premise hosting trade-offs
- Planning disaster recovery and business continuity strategies
- Designing audit-proof systems with full traceability
Module 15: Certification Preparation and Career Advancement - Reviewing all core implementation concepts and frameworks
- Practicing with scenario-based assessment questions
- Applying governance, risk, and compliance principles to case studies
- Demonstrating mastery of data migration and system configuration
- Documenting a personal implementation playbook
- Submitting final project for evaluation (optional)
- Preparing for the Certificate of Completion assessment
- Understanding how certification enhances career opportunities
- Adding the credential to LinkedIn, resumes, and job applications
- Using certification to justify promotions or consulting rates
- Joining the global alumni network of Epicor professionals
- Accessing exclusive job boards and recruitment partnerships
- Receiving templates for board-ready presentations and proposals
- Building a portfolio of implementation artifacts
- Establishing thought leadership through case study writing
- Positioning yourself as a go-to expert within your organisation
- Differentiating Epicor ERP from other enterprise systems (SAP, Oracle, Microsoft Dynamics)
- Understanding the core architecture: database structure, module interdependence, and deployment models
- Key benefits of Epicor for mid-sized manufacturing and distribution businesses
- Identifying common implementation failure points and how to avoid them
- Aligning ERP goals with organisational strategy and long-term vision
- Defining success metrics: KPIs for time, cost, user adoption, and ROI
- Introduction to Agile vs Waterfall methodologies in ERP projects
- Building a business case for Epicor implementation or upgrade
- Securing executive sponsorship and ongoing stakeholder engagement
- Creating a high-level implementation roadmap with phase milestones
- Evaluating internal readiness: people, processes, and technology
- Assessing data maturity and clean-up requirements pre-migration
- Selecting the right implementation partner or consultant
- Understanding licensing models and subscription cost structures
- Establishing governance frameworks for decision-making during rollout
- Setting up a project management office (PMO) tailored to Epicor deployments
Module 2: Pre-Implementation Planning and Assessment - Conducting a comprehensive current-state assessment across departments
- Mapping legacy systems and identifying integration dependencies
- Analysing business process gaps and inefficiencies
- Using process flow diagrams to visualise workflows pre-ERP
- Performing a SWOT analysis specific to ERP readiness
- Developing a change impact assessment for teams and roles
- Creating a resource plan: staffing, time allocation, and bandwidth
- Defining scope boundaries to prevent project creep
- Building a detailed risk register with mitigation strategies
- Establishing communication plans for internal stakeholders
- Determining data ownership and stewardship responsibilities
- Conducting dependency analysis across finance, inventory, and production
- Using scorecards to evaluate departmental readiness levels
- Developing a pre-kickoff checklist for technical and organisational prep
- Validating infrastructure requirements: servers, cloud access, bandwidth
- Setting up test environments and sandbox configurations
Module 3: Defining Project Governance and Team Roles - Structuring the implementation team: core, extended, and advisory roles
- Defining RACI matrices for key project decisions and tasks
- Assigning project manager, functional leads, and technical coordinators
- Establishing escalation pathways for issue resolution
- Setting up weekly governance meetings with meeting templates
- Creating decision logs and change request tracking systems
- Managing consultant relationships and service level agreements
- Developing a vendor collaboration strategy for Epicor support
- Building cross-functional alignment using workshop facilitation guides
- Using role-specific playbooks to clarify responsibilities
- Integrating continuous feedback loops from end-users
- Documenting approval workflows for configuration changes
- Managing remote or hybrid teams across locations and time zones
- Creating transparency dashboards for project health monitoring
- Training team leads on conflict resolution and change facilitation
- Conducting team alignment sessions using standardised agendas
Module 4: Data Migration Strategy and Execution - Planning a phased data migration approach: staging, validation, cutover
- Identifying critical data sets: GL, inventory, BOMs, customer master
- Using data profiling tools to assess quality and completeness
- Creating data mapping templates from legacy to Epicor fields
- Designing data transformation rules for accurate conversions
- Building reusable data cleansing scripts and validation checks
- Implementing data governance policies during migration
- Establishing data ownership and approval workflows
- Performing trial migrations in non-production environments
- Testing referential integrity and foreign key relationships
- Handling duplicates, invalid entries, and legacy codes
- Archiving obsolete data without disrupting operational continuity
- Scheduling cutover windows with minimal business disruption
- Creating rollback plans in case of migration failure
- Validating data accuracy post-migration using audit reports
- Documenting the data migration process for future audits
Module 5: System Configuration and Customisation Frameworks - Understanding Epicor configuration vs customisation trade-offs
- Setting up company structures, plants, and subsidiaries
- Configuring financial modules: COA, fiscal periods, multi-currency
- Designing inventory settings: tracking methods, costing models
- Setting up pricing and discount rules across customer tiers
- Configuring shop floor control and production workflows
- Defining approval hierarchies for purchasing and expenses
- Setting up tax codes, jurisdictions, and compliance rules
- Customising dashboards for role-based visibility
- Building workflow automations using BPM logic
- Managing user roles, security groups, and permission levels
- Using configuration checklists to ensure consistency
- Documenting all configuration decisions in a central repository
- Validating configuration against business process requirements
- Creating reusable configuration templates for future rollouts
- Integrating barcode and RFID scanning capabilities
Module 6: Integration with Third-Party Systems - Identifying integration points: CRM, eCommerce, WMS, HRIS
- Choosing integration methods: APIs, flat files, middleware
- Understanding Epicor’s Application Integration Framework (AIF)
- Setting up secure API authentication and token management
- Mapping data exchange formats: JSON, XML, EDI standards
- Designing bi-directional sync logic for real-time accuracy
- Testing integrations in staging environments before go-live
- Monitoring integration health with alerting systems
- Handling failed transactions and retry mechanisms
- Documenting all integration touchpoints and dependencies
- Optimising performance for high-volume data transfers
- Ensuring compliance with data privacy regulations (GDPR, CCPA)
- Building redundancy into integration architecture
- Creating integration runbooks for operations teams
- Establishing SLAs with external system providers
- Validating end-to-end transaction flows after integration
Module 7: User Experience Design and Role-Based Access - Analysing user roles: production clerks, accountants, supervisors
- Designing role-specific dashboards and homepages
- Customising menus and navigation for efficiency
- Reducing cognitive load through interface simplification
- Creating quick access shortcuts and favourite lists
- Implementing field-level security and data visibility rules
- Testing user journeys to eliminate friction points
- Gathering usability feedback from power users
- Documenting standard operating procedures for common tasks
- Building adaptive interfaces based on user behaviour
- Using tooltips and in-context help guides
- Configuring mobile access for field and warehouse staff
- Setting up print templates and report defaults
- Localising interfaces for multilingual teams
- Ensuring ADA compliance for accessibility standards
- Conducting usability testing sessions with real users
Module 8: Testing Methodology and Quality Assurance - Developing a comprehensive test strategy: unit, integration, UAT
- Creating test scripts with clear inputs, steps, and expected outcomes
- Assigning test ownership to functional area leads
- Setting up test data sets that mirror live operations
- Managing test cycles with tracking spreadsheets and tools
- Logging and prioritising defects using standard severity levels
- Validating fixes and performing regression testing
- Conducting end-to-end process walkthroughs
- Testing performance under peak load conditions
- Verifying backup and recovery processes
- Testing disaster recovery scenarios
- Conducting security penetration testing
- Ensuring compliance with internal audit standards
- Finalising go/no-go criteria before launch
- Obtaining formal sign-offs from stakeholders
- Archiving test results for audit and compliance purposes
Module 9: Change Management and Organisational Readiness - Developing a change management plan using ADKAR or ProSCI models
- Assessing resistance levels across departments and user groups
- Building a coalition of change champions
- Creating targeted messaging for different audiences
- Launching internal awareness campaigns
- Hosting town hall meetings and Q&A sessions
- Sending regular progress updates via email or intranet
- Addressing common fears: job loss, skill obsolescence, complexity
- Mapping training needs to specific user roles
- Developing a readiness scorecard with measurable indicators
- Measuring adoption through login rates and feature usage
- Using incentives and recognition to drive engagement
- Establishing peer support networks
- Creating feedback loops for continuous improvement
- Adjusting plans based on real-time sentiment
- Documenting change management outcomes for future projects
Module 10: Training Strategy and Knowledge Transfer - Designing a multi-tiered training program: executive, manager, user
- Creating role-specific training materials and job aids
- Developing hands-on labs using simulated environments
- Scheduling training sessions to align with project phases
- Delivering blended learning: instructor-led, self-paced, on-demand
- Creating video-free learning pathways using interactive guides
- Using annotated screenshots and step-by-step walkthroughs
- Building knowledge assessments and quizzes
- Tracking completion and competency levels
- Identifying super users and training them first
- Setting up help desks and support triage systems
- Creating searchable knowledge bases and FAQs
- Delivering just-in-time training modules for new hires
- Evaluating training effectiveness using Net Promoter Score
- Updating training content as system changes occur
- Institutionalising ongoing learning for long-term success
Module 11: Go-Live Planning and Cutover Execution - Developing a detailed cutover plan with hour-by-hour tasks
- Identifying critical success factors for launch day
- Scheduling cutover during low-activity periods
- Preparing the support war room and incident response team
- Assigning roles for launch day: command, support, communications
- Finalising data freeze and migration completion
- Validating system readiness with pre-launch checklist
- Executing cutover in phases if required
- Monitoring real-time system performance
- Handling urgent issues with predefined escalation paths
- Communicating progress to stakeholders hourly
- Managing user access activation and login support
- Conducting first live transaction validations
- Running reconciliations between old and new systems
- Documenting all go-live activities and deviations
- Confirming successful launch with executive sign-off
Module 12: Post-Implementation Review and Stabilisation - Conducting a formal post-implementation review (PIR)
- Measuring actual outcomes against original KPIs
- Gathering feedback from users and stakeholders
- Identifying gaps and outstanding issues
- Creating a backlog for phase-two enhancements
- Resolving critical bugs and performance issues
- Stabilising system performance over first 30 days
- Monitoring user adoption trends and support tickets
- Adjusting configurations based on real-world usage
- Providing hyper-care support with rapid response times
- Recognising team achievements and celebrating success
- Handing over to business-as-usual support teams
- Archiving project documentation for future reference
- Conducting lessons learned workshops
- Capturing best practices for future rollouts
- Updating operational manuals and support playbooks
Module 13: Performance Optimisation and Continuous Improvement - Monitoring key system performance indicators
- Identifying bottlenecks in reports, queries, and transactions
- Optimising database indexing and query execution
- Reviewing user feedback for process refinement
- Analysing report usage to retire underused outputs
- Streamlining approval workflows to reduce delays
- Automating recurring manual tasks using BPM
- Enhancing dashboards with predictive analytics
- Integrating advanced forecasting models
- Improving inventory turnover using Epicor analytics
- Reducing lead times through production scheduling optimisation
- Using root cause analysis for recurring issues
- Implementing continuous improvement cycles (Kaizen)
- Aligning system use with lean operations principles
- Tracking cost savings and efficiency gains post-go-live
- Reporting ROI to executives and investors
Module 14: Advanced Topics and Scalability Planning - Scaling Epicor for multi-site or international operations
- Managing intercompany transactions and consolidations
- Configuring multi-language and multi-currency support
- Planning for future module expansions (PLM, CRM, MES)
- Designing a technology roadmap aligned with Epicor updates
- Preparing for AI-driven enhancements in Epicor 10 and beyond
- Exploring robotic process automation (RPA) integration
- Using data lakes and advanced analytics with Epicor data
- Implementing predictive maintenance for equipment tracking
- Enhancing supply chain visibility with IoT integration
- Building custom reports using BI tools and Epicor data connectors
- Developing executive scorecards with real-time KPI tracking
- Creating self-service analytics for non-technical users
- Evaluating cloud vs on-premise hosting trade-offs
- Planning disaster recovery and business continuity strategies
- Designing audit-proof systems with full traceability
Module 15: Certification Preparation and Career Advancement - Reviewing all core implementation concepts and frameworks
- Practicing with scenario-based assessment questions
- Applying governance, risk, and compliance principles to case studies
- Demonstrating mastery of data migration and system configuration
- Documenting a personal implementation playbook
- Submitting final project for evaluation (optional)
- Preparing for the Certificate of Completion assessment
- Understanding how certification enhances career opportunities
- Adding the credential to LinkedIn, resumes, and job applications
- Using certification to justify promotions or consulting rates
- Joining the global alumni network of Epicor professionals
- Accessing exclusive job boards and recruitment partnerships
- Receiving templates for board-ready presentations and proposals
- Building a portfolio of implementation artifacts
- Establishing thought leadership through case study writing
- Positioning yourself as a go-to expert within your organisation
- Structuring the implementation team: core, extended, and advisory roles
- Defining RACI matrices for key project decisions and tasks
- Assigning project manager, functional leads, and technical coordinators
- Establishing escalation pathways for issue resolution
- Setting up weekly governance meetings with meeting templates
- Creating decision logs and change request tracking systems
- Managing consultant relationships and service level agreements
- Developing a vendor collaboration strategy for Epicor support
- Building cross-functional alignment using workshop facilitation guides
- Using role-specific playbooks to clarify responsibilities
- Integrating continuous feedback loops from end-users
- Documenting approval workflows for configuration changes
- Managing remote or hybrid teams across locations and time zones
- Creating transparency dashboards for project health monitoring
- Training team leads on conflict resolution and change facilitation
- Conducting team alignment sessions using standardised agendas
Module 4: Data Migration Strategy and Execution - Planning a phased data migration approach: staging, validation, cutover
- Identifying critical data sets: GL, inventory, BOMs, customer master
- Using data profiling tools to assess quality and completeness
- Creating data mapping templates from legacy to Epicor fields
- Designing data transformation rules for accurate conversions
- Building reusable data cleansing scripts and validation checks
- Implementing data governance policies during migration
- Establishing data ownership and approval workflows
- Performing trial migrations in non-production environments
- Testing referential integrity and foreign key relationships
- Handling duplicates, invalid entries, and legacy codes
- Archiving obsolete data without disrupting operational continuity
- Scheduling cutover windows with minimal business disruption
- Creating rollback plans in case of migration failure
- Validating data accuracy post-migration using audit reports
- Documenting the data migration process for future audits
Module 5: System Configuration and Customisation Frameworks - Understanding Epicor configuration vs customisation trade-offs
- Setting up company structures, plants, and subsidiaries
- Configuring financial modules: COA, fiscal periods, multi-currency
- Designing inventory settings: tracking methods, costing models
- Setting up pricing and discount rules across customer tiers
- Configuring shop floor control and production workflows
- Defining approval hierarchies for purchasing and expenses
- Setting up tax codes, jurisdictions, and compliance rules
- Customising dashboards for role-based visibility
- Building workflow automations using BPM logic
- Managing user roles, security groups, and permission levels
- Using configuration checklists to ensure consistency
- Documenting all configuration decisions in a central repository
- Validating configuration against business process requirements
- Creating reusable configuration templates for future rollouts
- Integrating barcode and RFID scanning capabilities
Module 6: Integration with Third-Party Systems - Identifying integration points: CRM, eCommerce, WMS, HRIS
- Choosing integration methods: APIs, flat files, middleware
- Understanding Epicor’s Application Integration Framework (AIF)
- Setting up secure API authentication and token management
- Mapping data exchange formats: JSON, XML, EDI standards
- Designing bi-directional sync logic for real-time accuracy
- Testing integrations in staging environments before go-live
- Monitoring integration health with alerting systems
- Handling failed transactions and retry mechanisms
- Documenting all integration touchpoints and dependencies
- Optimising performance for high-volume data transfers
- Ensuring compliance with data privacy regulations (GDPR, CCPA)
- Building redundancy into integration architecture
- Creating integration runbooks for operations teams
- Establishing SLAs with external system providers
- Validating end-to-end transaction flows after integration
Module 7: User Experience Design and Role-Based Access - Analysing user roles: production clerks, accountants, supervisors
- Designing role-specific dashboards and homepages
- Customising menus and navigation for efficiency
- Reducing cognitive load through interface simplification
- Creating quick access shortcuts and favourite lists
- Implementing field-level security and data visibility rules
- Testing user journeys to eliminate friction points
- Gathering usability feedback from power users
- Documenting standard operating procedures for common tasks
- Building adaptive interfaces based on user behaviour
- Using tooltips and in-context help guides
- Configuring mobile access for field and warehouse staff
- Setting up print templates and report defaults
- Localising interfaces for multilingual teams
- Ensuring ADA compliance for accessibility standards
- Conducting usability testing sessions with real users
Module 8: Testing Methodology and Quality Assurance - Developing a comprehensive test strategy: unit, integration, UAT
- Creating test scripts with clear inputs, steps, and expected outcomes
- Assigning test ownership to functional area leads
- Setting up test data sets that mirror live operations
- Managing test cycles with tracking spreadsheets and tools
- Logging and prioritising defects using standard severity levels
- Validating fixes and performing regression testing
- Conducting end-to-end process walkthroughs
- Testing performance under peak load conditions
- Verifying backup and recovery processes
- Testing disaster recovery scenarios
- Conducting security penetration testing
- Ensuring compliance with internal audit standards
- Finalising go/no-go criteria before launch
- Obtaining formal sign-offs from stakeholders
- Archiving test results for audit and compliance purposes
Module 9: Change Management and Organisational Readiness - Developing a change management plan using ADKAR or ProSCI models
- Assessing resistance levels across departments and user groups
- Building a coalition of change champions
- Creating targeted messaging for different audiences
- Launching internal awareness campaigns
- Hosting town hall meetings and Q&A sessions
- Sending regular progress updates via email or intranet
- Addressing common fears: job loss, skill obsolescence, complexity
- Mapping training needs to specific user roles
- Developing a readiness scorecard with measurable indicators
- Measuring adoption through login rates and feature usage
- Using incentives and recognition to drive engagement
- Establishing peer support networks
- Creating feedback loops for continuous improvement
- Adjusting plans based on real-time sentiment
- Documenting change management outcomes for future projects
Module 10: Training Strategy and Knowledge Transfer - Designing a multi-tiered training program: executive, manager, user
- Creating role-specific training materials and job aids
- Developing hands-on labs using simulated environments
- Scheduling training sessions to align with project phases
- Delivering blended learning: instructor-led, self-paced, on-demand
- Creating video-free learning pathways using interactive guides
- Using annotated screenshots and step-by-step walkthroughs
- Building knowledge assessments and quizzes
- Tracking completion and competency levels
- Identifying super users and training them first
- Setting up help desks and support triage systems
- Creating searchable knowledge bases and FAQs
- Delivering just-in-time training modules for new hires
- Evaluating training effectiveness using Net Promoter Score
- Updating training content as system changes occur
- Institutionalising ongoing learning for long-term success
Module 11: Go-Live Planning and Cutover Execution - Developing a detailed cutover plan with hour-by-hour tasks
- Identifying critical success factors for launch day
- Scheduling cutover during low-activity periods
- Preparing the support war room and incident response team
- Assigning roles for launch day: command, support, communications
- Finalising data freeze and migration completion
- Validating system readiness with pre-launch checklist
- Executing cutover in phases if required
- Monitoring real-time system performance
- Handling urgent issues with predefined escalation paths
- Communicating progress to stakeholders hourly
- Managing user access activation and login support
- Conducting first live transaction validations
- Running reconciliations between old and new systems
- Documenting all go-live activities and deviations
- Confirming successful launch with executive sign-off
Module 12: Post-Implementation Review and Stabilisation - Conducting a formal post-implementation review (PIR)
- Measuring actual outcomes against original KPIs
- Gathering feedback from users and stakeholders
- Identifying gaps and outstanding issues
- Creating a backlog for phase-two enhancements
- Resolving critical bugs and performance issues
- Stabilising system performance over first 30 days
- Monitoring user adoption trends and support tickets
- Adjusting configurations based on real-world usage
- Providing hyper-care support with rapid response times
- Recognising team achievements and celebrating success
- Handing over to business-as-usual support teams
- Archiving project documentation for future reference
- Conducting lessons learned workshops
- Capturing best practices for future rollouts
- Updating operational manuals and support playbooks
Module 13: Performance Optimisation and Continuous Improvement - Monitoring key system performance indicators
- Identifying bottlenecks in reports, queries, and transactions
- Optimising database indexing and query execution
- Reviewing user feedback for process refinement
- Analysing report usage to retire underused outputs
- Streamlining approval workflows to reduce delays
- Automating recurring manual tasks using BPM
- Enhancing dashboards with predictive analytics
- Integrating advanced forecasting models
- Improving inventory turnover using Epicor analytics
- Reducing lead times through production scheduling optimisation
- Using root cause analysis for recurring issues
- Implementing continuous improvement cycles (Kaizen)
- Aligning system use with lean operations principles
- Tracking cost savings and efficiency gains post-go-live
- Reporting ROI to executives and investors
Module 14: Advanced Topics and Scalability Planning - Scaling Epicor for multi-site or international operations
- Managing intercompany transactions and consolidations
- Configuring multi-language and multi-currency support
- Planning for future module expansions (PLM, CRM, MES)
- Designing a technology roadmap aligned with Epicor updates
- Preparing for AI-driven enhancements in Epicor 10 and beyond
- Exploring robotic process automation (RPA) integration
- Using data lakes and advanced analytics with Epicor data
- Implementing predictive maintenance for equipment tracking
- Enhancing supply chain visibility with IoT integration
- Building custom reports using BI tools and Epicor data connectors
- Developing executive scorecards with real-time KPI tracking
- Creating self-service analytics for non-technical users
- Evaluating cloud vs on-premise hosting trade-offs
- Planning disaster recovery and business continuity strategies
- Designing audit-proof systems with full traceability
Module 15: Certification Preparation and Career Advancement - Reviewing all core implementation concepts and frameworks
- Practicing with scenario-based assessment questions
- Applying governance, risk, and compliance principles to case studies
- Demonstrating mastery of data migration and system configuration
- Documenting a personal implementation playbook
- Submitting final project for evaluation (optional)
- Preparing for the Certificate of Completion assessment
- Understanding how certification enhances career opportunities
- Adding the credential to LinkedIn, resumes, and job applications
- Using certification to justify promotions or consulting rates
- Joining the global alumni network of Epicor professionals
- Accessing exclusive job boards and recruitment partnerships
- Receiving templates for board-ready presentations and proposals
- Building a portfolio of implementation artifacts
- Establishing thought leadership through case study writing
- Positioning yourself as a go-to expert within your organisation
- Understanding Epicor configuration vs customisation trade-offs
- Setting up company structures, plants, and subsidiaries
- Configuring financial modules: COA, fiscal periods, multi-currency
- Designing inventory settings: tracking methods, costing models
- Setting up pricing and discount rules across customer tiers
- Configuring shop floor control and production workflows
- Defining approval hierarchies for purchasing and expenses
- Setting up tax codes, jurisdictions, and compliance rules
- Customising dashboards for role-based visibility
- Building workflow automations using BPM logic
- Managing user roles, security groups, and permission levels
- Using configuration checklists to ensure consistency
- Documenting all configuration decisions in a central repository
- Validating configuration against business process requirements
- Creating reusable configuration templates for future rollouts
- Integrating barcode and RFID scanning capabilities
Module 6: Integration with Third-Party Systems - Identifying integration points: CRM, eCommerce, WMS, HRIS
- Choosing integration methods: APIs, flat files, middleware
- Understanding Epicor’s Application Integration Framework (AIF)
- Setting up secure API authentication and token management
- Mapping data exchange formats: JSON, XML, EDI standards
- Designing bi-directional sync logic for real-time accuracy
- Testing integrations in staging environments before go-live
- Monitoring integration health with alerting systems
- Handling failed transactions and retry mechanisms
- Documenting all integration touchpoints and dependencies
- Optimising performance for high-volume data transfers
- Ensuring compliance with data privacy regulations (GDPR, CCPA)
- Building redundancy into integration architecture
- Creating integration runbooks for operations teams
- Establishing SLAs with external system providers
- Validating end-to-end transaction flows after integration
Module 7: User Experience Design and Role-Based Access - Analysing user roles: production clerks, accountants, supervisors
- Designing role-specific dashboards and homepages
- Customising menus and navigation for efficiency
- Reducing cognitive load through interface simplification
- Creating quick access shortcuts and favourite lists
- Implementing field-level security and data visibility rules
- Testing user journeys to eliminate friction points
- Gathering usability feedback from power users
- Documenting standard operating procedures for common tasks
- Building adaptive interfaces based on user behaviour
- Using tooltips and in-context help guides
- Configuring mobile access for field and warehouse staff
- Setting up print templates and report defaults
- Localising interfaces for multilingual teams
- Ensuring ADA compliance for accessibility standards
- Conducting usability testing sessions with real users
Module 8: Testing Methodology and Quality Assurance - Developing a comprehensive test strategy: unit, integration, UAT
- Creating test scripts with clear inputs, steps, and expected outcomes
- Assigning test ownership to functional area leads
- Setting up test data sets that mirror live operations
- Managing test cycles with tracking spreadsheets and tools
- Logging and prioritising defects using standard severity levels
- Validating fixes and performing regression testing
- Conducting end-to-end process walkthroughs
- Testing performance under peak load conditions
- Verifying backup and recovery processes
- Testing disaster recovery scenarios
- Conducting security penetration testing
- Ensuring compliance with internal audit standards
- Finalising go/no-go criteria before launch
- Obtaining formal sign-offs from stakeholders
- Archiving test results for audit and compliance purposes
Module 9: Change Management and Organisational Readiness - Developing a change management plan using ADKAR or ProSCI models
- Assessing resistance levels across departments and user groups
- Building a coalition of change champions
- Creating targeted messaging for different audiences
- Launching internal awareness campaigns
- Hosting town hall meetings and Q&A sessions
- Sending regular progress updates via email or intranet
- Addressing common fears: job loss, skill obsolescence, complexity
- Mapping training needs to specific user roles
- Developing a readiness scorecard with measurable indicators
- Measuring adoption through login rates and feature usage
- Using incentives and recognition to drive engagement
- Establishing peer support networks
- Creating feedback loops for continuous improvement
- Adjusting plans based on real-time sentiment
- Documenting change management outcomes for future projects
Module 10: Training Strategy and Knowledge Transfer - Designing a multi-tiered training program: executive, manager, user
- Creating role-specific training materials and job aids
- Developing hands-on labs using simulated environments
- Scheduling training sessions to align with project phases
- Delivering blended learning: instructor-led, self-paced, on-demand
- Creating video-free learning pathways using interactive guides
- Using annotated screenshots and step-by-step walkthroughs
- Building knowledge assessments and quizzes
- Tracking completion and competency levels
- Identifying super users and training them first
- Setting up help desks and support triage systems
- Creating searchable knowledge bases and FAQs
- Delivering just-in-time training modules for new hires
- Evaluating training effectiveness using Net Promoter Score
- Updating training content as system changes occur
- Institutionalising ongoing learning for long-term success
Module 11: Go-Live Planning and Cutover Execution - Developing a detailed cutover plan with hour-by-hour tasks
- Identifying critical success factors for launch day
- Scheduling cutover during low-activity periods
- Preparing the support war room and incident response team
- Assigning roles for launch day: command, support, communications
- Finalising data freeze and migration completion
- Validating system readiness with pre-launch checklist
- Executing cutover in phases if required
- Monitoring real-time system performance
- Handling urgent issues with predefined escalation paths
- Communicating progress to stakeholders hourly
- Managing user access activation and login support
- Conducting first live transaction validations
- Running reconciliations between old and new systems
- Documenting all go-live activities and deviations
- Confirming successful launch with executive sign-off
Module 12: Post-Implementation Review and Stabilisation - Conducting a formal post-implementation review (PIR)
- Measuring actual outcomes against original KPIs
- Gathering feedback from users and stakeholders
- Identifying gaps and outstanding issues
- Creating a backlog for phase-two enhancements
- Resolving critical bugs and performance issues
- Stabilising system performance over first 30 days
- Monitoring user adoption trends and support tickets
- Adjusting configurations based on real-world usage
- Providing hyper-care support with rapid response times
- Recognising team achievements and celebrating success
- Handing over to business-as-usual support teams
- Archiving project documentation for future reference
- Conducting lessons learned workshops
- Capturing best practices for future rollouts
- Updating operational manuals and support playbooks
Module 13: Performance Optimisation and Continuous Improvement - Monitoring key system performance indicators
- Identifying bottlenecks in reports, queries, and transactions
- Optimising database indexing and query execution
- Reviewing user feedback for process refinement
- Analysing report usage to retire underused outputs
- Streamlining approval workflows to reduce delays
- Automating recurring manual tasks using BPM
- Enhancing dashboards with predictive analytics
- Integrating advanced forecasting models
- Improving inventory turnover using Epicor analytics
- Reducing lead times through production scheduling optimisation
- Using root cause analysis for recurring issues
- Implementing continuous improvement cycles (Kaizen)
- Aligning system use with lean operations principles
- Tracking cost savings and efficiency gains post-go-live
- Reporting ROI to executives and investors
Module 14: Advanced Topics and Scalability Planning - Scaling Epicor for multi-site or international operations
- Managing intercompany transactions and consolidations
- Configuring multi-language and multi-currency support
- Planning for future module expansions (PLM, CRM, MES)
- Designing a technology roadmap aligned with Epicor updates
- Preparing for AI-driven enhancements in Epicor 10 and beyond
- Exploring robotic process automation (RPA) integration
- Using data lakes and advanced analytics with Epicor data
- Implementing predictive maintenance for equipment tracking
- Enhancing supply chain visibility with IoT integration
- Building custom reports using BI tools and Epicor data connectors
- Developing executive scorecards with real-time KPI tracking
- Creating self-service analytics for non-technical users
- Evaluating cloud vs on-premise hosting trade-offs
- Planning disaster recovery and business continuity strategies
- Designing audit-proof systems with full traceability
Module 15: Certification Preparation and Career Advancement - Reviewing all core implementation concepts and frameworks
- Practicing with scenario-based assessment questions
- Applying governance, risk, and compliance principles to case studies
- Demonstrating mastery of data migration and system configuration
- Documenting a personal implementation playbook
- Submitting final project for evaluation (optional)
- Preparing for the Certificate of Completion assessment
- Understanding how certification enhances career opportunities
- Adding the credential to LinkedIn, resumes, and job applications
- Using certification to justify promotions or consulting rates
- Joining the global alumni network of Epicor professionals
- Accessing exclusive job boards and recruitment partnerships
- Receiving templates for board-ready presentations and proposals
- Building a portfolio of implementation artifacts
- Establishing thought leadership through case study writing
- Positioning yourself as a go-to expert within your organisation
- Analysing user roles: production clerks, accountants, supervisors
- Designing role-specific dashboards and homepages
- Customising menus and navigation for efficiency
- Reducing cognitive load through interface simplification
- Creating quick access shortcuts and favourite lists
- Implementing field-level security and data visibility rules
- Testing user journeys to eliminate friction points
- Gathering usability feedback from power users
- Documenting standard operating procedures for common tasks
- Building adaptive interfaces based on user behaviour
- Using tooltips and in-context help guides
- Configuring mobile access for field and warehouse staff
- Setting up print templates and report defaults
- Localising interfaces for multilingual teams
- Ensuring ADA compliance for accessibility standards
- Conducting usability testing sessions with real users
Module 8: Testing Methodology and Quality Assurance - Developing a comprehensive test strategy: unit, integration, UAT
- Creating test scripts with clear inputs, steps, and expected outcomes
- Assigning test ownership to functional area leads
- Setting up test data sets that mirror live operations
- Managing test cycles with tracking spreadsheets and tools
- Logging and prioritising defects using standard severity levels
- Validating fixes and performing regression testing
- Conducting end-to-end process walkthroughs
- Testing performance under peak load conditions
- Verifying backup and recovery processes
- Testing disaster recovery scenarios
- Conducting security penetration testing
- Ensuring compliance with internal audit standards
- Finalising go/no-go criteria before launch
- Obtaining formal sign-offs from stakeholders
- Archiving test results for audit and compliance purposes
Module 9: Change Management and Organisational Readiness - Developing a change management plan using ADKAR or ProSCI models
- Assessing resistance levels across departments and user groups
- Building a coalition of change champions
- Creating targeted messaging for different audiences
- Launching internal awareness campaigns
- Hosting town hall meetings and Q&A sessions
- Sending regular progress updates via email or intranet
- Addressing common fears: job loss, skill obsolescence, complexity
- Mapping training needs to specific user roles
- Developing a readiness scorecard with measurable indicators
- Measuring adoption through login rates and feature usage
- Using incentives and recognition to drive engagement
- Establishing peer support networks
- Creating feedback loops for continuous improvement
- Adjusting plans based on real-time sentiment
- Documenting change management outcomes for future projects
Module 10: Training Strategy and Knowledge Transfer - Designing a multi-tiered training program: executive, manager, user
- Creating role-specific training materials and job aids
- Developing hands-on labs using simulated environments
- Scheduling training sessions to align with project phases
- Delivering blended learning: instructor-led, self-paced, on-demand
- Creating video-free learning pathways using interactive guides
- Using annotated screenshots and step-by-step walkthroughs
- Building knowledge assessments and quizzes
- Tracking completion and competency levels
- Identifying super users and training them first
- Setting up help desks and support triage systems
- Creating searchable knowledge bases and FAQs
- Delivering just-in-time training modules for new hires
- Evaluating training effectiveness using Net Promoter Score
- Updating training content as system changes occur
- Institutionalising ongoing learning for long-term success
Module 11: Go-Live Planning and Cutover Execution - Developing a detailed cutover plan with hour-by-hour tasks
- Identifying critical success factors for launch day
- Scheduling cutover during low-activity periods
- Preparing the support war room and incident response team
- Assigning roles for launch day: command, support, communications
- Finalising data freeze and migration completion
- Validating system readiness with pre-launch checklist
- Executing cutover in phases if required
- Monitoring real-time system performance
- Handling urgent issues with predefined escalation paths
- Communicating progress to stakeholders hourly
- Managing user access activation and login support
- Conducting first live transaction validations
- Running reconciliations between old and new systems
- Documenting all go-live activities and deviations
- Confirming successful launch with executive sign-off
Module 12: Post-Implementation Review and Stabilisation - Conducting a formal post-implementation review (PIR)
- Measuring actual outcomes against original KPIs
- Gathering feedback from users and stakeholders
- Identifying gaps and outstanding issues
- Creating a backlog for phase-two enhancements
- Resolving critical bugs and performance issues
- Stabilising system performance over first 30 days
- Monitoring user adoption trends and support tickets
- Adjusting configurations based on real-world usage
- Providing hyper-care support with rapid response times
- Recognising team achievements and celebrating success
- Handing over to business-as-usual support teams
- Archiving project documentation for future reference
- Conducting lessons learned workshops
- Capturing best practices for future rollouts
- Updating operational manuals and support playbooks
Module 13: Performance Optimisation and Continuous Improvement - Monitoring key system performance indicators
- Identifying bottlenecks in reports, queries, and transactions
- Optimising database indexing and query execution
- Reviewing user feedback for process refinement
- Analysing report usage to retire underused outputs
- Streamlining approval workflows to reduce delays
- Automating recurring manual tasks using BPM
- Enhancing dashboards with predictive analytics
- Integrating advanced forecasting models
- Improving inventory turnover using Epicor analytics
- Reducing lead times through production scheduling optimisation
- Using root cause analysis for recurring issues
- Implementing continuous improvement cycles (Kaizen)
- Aligning system use with lean operations principles
- Tracking cost savings and efficiency gains post-go-live
- Reporting ROI to executives and investors
Module 14: Advanced Topics and Scalability Planning - Scaling Epicor for multi-site or international operations
- Managing intercompany transactions and consolidations
- Configuring multi-language and multi-currency support
- Planning for future module expansions (PLM, CRM, MES)
- Designing a technology roadmap aligned with Epicor updates
- Preparing for AI-driven enhancements in Epicor 10 and beyond
- Exploring robotic process automation (RPA) integration
- Using data lakes and advanced analytics with Epicor data
- Implementing predictive maintenance for equipment tracking
- Enhancing supply chain visibility with IoT integration
- Building custom reports using BI tools and Epicor data connectors
- Developing executive scorecards with real-time KPI tracking
- Creating self-service analytics for non-technical users
- Evaluating cloud vs on-premise hosting trade-offs
- Planning disaster recovery and business continuity strategies
- Designing audit-proof systems with full traceability
Module 15: Certification Preparation and Career Advancement - Reviewing all core implementation concepts and frameworks
- Practicing with scenario-based assessment questions
- Applying governance, risk, and compliance principles to case studies
- Demonstrating mastery of data migration and system configuration
- Documenting a personal implementation playbook
- Submitting final project for evaluation (optional)
- Preparing for the Certificate of Completion assessment
- Understanding how certification enhances career opportunities
- Adding the credential to LinkedIn, resumes, and job applications
- Using certification to justify promotions or consulting rates
- Joining the global alumni network of Epicor professionals
- Accessing exclusive job boards and recruitment partnerships
- Receiving templates for board-ready presentations and proposals
- Building a portfolio of implementation artifacts
- Establishing thought leadership through case study writing
- Positioning yourself as a go-to expert within your organisation
- Developing a change management plan using ADKAR or ProSCI models
- Assessing resistance levels across departments and user groups
- Building a coalition of change champions
- Creating targeted messaging for different audiences
- Launching internal awareness campaigns
- Hosting town hall meetings and Q&A sessions
- Sending regular progress updates via email or intranet
- Addressing common fears: job loss, skill obsolescence, complexity
- Mapping training needs to specific user roles
- Developing a readiness scorecard with measurable indicators
- Measuring adoption through login rates and feature usage
- Using incentives and recognition to drive engagement
- Establishing peer support networks
- Creating feedback loops for continuous improvement
- Adjusting plans based on real-time sentiment
- Documenting change management outcomes for future projects
Module 10: Training Strategy and Knowledge Transfer - Designing a multi-tiered training program: executive, manager, user
- Creating role-specific training materials and job aids
- Developing hands-on labs using simulated environments
- Scheduling training sessions to align with project phases
- Delivering blended learning: instructor-led, self-paced, on-demand
- Creating video-free learning pathways using interactive guides
- Using annotated screenshots and step-by-step walkthroughs
- Building knowledge assessments and quizzes
- Tracking completion and competency levels
- Identifying super users and training them first
- Setting up help desks and support triage systems
- Creating searchable knowledge bases and FAQs
- Delivering just-in-time training modules for new hires
- Evaluating training effectiveness using Net Promoter Score
- Updating training content as system changes occur
- Institutionalising ongoing learning for long-term success
Module 11: Go-Live Planning and Cutover Execution - Developing a detailed cutover plan with hour-by-hour tasks
- Identifying critical success factors for launch day
- Scheduling cutover during low-activity periods
- Preparing the support war room and incident response team
- Assigning roles for launch day: command, support, communications
- Finalising data freeze and migration completion
- Validating system readiness with pre-launch checklist
- Executing cutover in phases if required
- Monitoring real-time system performance
- Handling urgent issues with predefined escalation paths
- Communicating progress to stakeholders hourly
- Managing user access activation and login support
- Conducting first live transaction validations
- Running reconciliations between old and new systems
- Documenting all go-live activities and deviations
- Confirming successful launch with executive sign-off
Module 12: Post-Implementation Review and Stabilisation - Conducting a formal post-implementation review (PIR)
- Measuring actual outcomes against original KPIs
- Gathering feedback from users and stakeholders
- Identifying gaps and outstanding issues
- Creating a backlog for phase-two enhancements
- Resolving critical bugs and performance issues
- Stabilising system performance over first 30 days
- Monitoring user adoption trends and support tickets
- Adjusting configurations based on real-world usage
- Providing hyper-care support with rapid response times
- Recognising team achievements and celebrating success
- Handing over to business-as-usual support teams
- Archiving project documentation for future reference
- Conducting lessons learned workshops
- Capturing best practices for future rollouts
- Updating operational manuals and support playbooks
Module 13: Performance Optimisation and Continuous Improvement - Monitoring key system performance indicators
- Identifying bottlenecks in reports, queries, and transactions
- Optimising database indexing and query execution
- Reviewing user feedback for process refinement
- Analysing report usage to retire underused outputs
- Streamlining approval workflows to reduce delays
- Automating recurring manual tasks using BPM
- Enhancing dashboards with predictive analytics
- Integrating advanced forecasting models
- Improving inventory turnover using Epicor analytics
- Reducing lead times through production scheduling optimisation
- Using root cause analysis for recurring issues
- Implementing continuous improvement cycles (Kaizen)
- Aligning system use with lean operations principles
- Tracking cost savings and efficiency gains post-go-live
- Reporting ROI to executives and investors
Module 14: Advanced Topics and Scalability Planning - Scaling Epicor for multi-site or international operations
- Managing intercompany transactions and consolidations
- Configuring multi-language and multi-currency support
- Planning for future module expansions (PLM, CRM, MES)
- Designing a technology roadmap aligned with Epicor updates
- Preparing for AI-driven enhancements in Epicor 10 and beyond
- Exploring robotic process automation (RPA) integration
- Using data lakes and advanced analytics with Epicor data
- Implementing predictive maintenance for equipment tracking
- Enhancing supply chain visibility with IoT integration
- Building custom reports using BI tools and Epicor data connectors
- Developing executive scorecards with real-time KPI tracking
- Creating self-service analytics for non-technical users
- Evaluating cloud vs on-premise hosting trade-offs
- Planning disaster recovery and business continuity strategies
- Designing audit-proof systems with full traceability
Module 15: Certification Preparation and Career Advancement - Reviewing all core implementation concepts and frameworks
- Practicing with scenario-based assessment questions
- Applying governance, risk, and compliance principles to case studies
- Demonstrating mastery of data migration and system configuration
- Documenting a personal implementation playbook
- Submitting final project for evaluation (optional)
- Preparing for the Certificate of Completion assessment
- Understanding how certification enhances career opportunities
- Adding the credential to LinkedIn, resumes, and job applications
- Using certification to justify promotions or consulting rates
- Joining the global alumni network of Epicor professionals
- Accessing exclusive job boards and recruitment partnerships
- Receiving templates for board-ready presentations and proposals
- Building a portfolio of implementation artifacts
- Establishing thought leadership through case study writing
- Positioning yourself as a go-to expert within your organisation
- Developing a detailed cutover plan with hour-by-hour tasks
- Identifying critical success factors for launch day
- Scheduling cutover during low-activity periods
- Preparing the support war room and incident response team
- Assigning roles for launch day: command, support, communications
- Finalising data freeze and migration completion
- Validating system readiness with pre-launch checklist
- Executing cutover in phases if required
- Monitoring real-time system performance
- Handling urgent issues with predefined escalation paths
- Communicating progress to stakeholders hourly
- Managing user access activation and login support
- Conducting first live transaction validations
- Running reconciliations between old and new systems
- Documenting all go-live activities and deviations
- Confirming successful launch with executive sign-off
Module 12: Post-Implementation Review and Stabilisation - Conducting a formal post-implementation review (PIR)
- Measuring actual outcomes against original KPIs
- Gathering feedback from users and stakeholders
- Identifying gaps and outstanding issues
- Creating a backlog for phase-two enhancements
- Resolving critical bugs and performance issues
- Stabilising system performance over first 30 days
- Monitoring user adoption trends and support tickets
- Adjusting configurations based on real-world usage
- Providing hyper-care support with rapid response times
- Recognising team achievements and celebrating success
- Handing over to business-as-usual support teams
- Archiving project documentation for future reference
- Conducting lessons learned workshops
- Capturing best practices for future rollouts
- Updating operational manuals and support playbooks
Module 13: Performance Optimisation and Continuous Improvement - Monitoring key system performance indicators
- Identifying bottlenecks in reports, queries, and transactions
- Optimising database indexing and query execution
- Reviewing user feedback for process refinement
- Analysing report usage to retire underused outputs
- Streamlining approval workflows to reduce delays
- Automating recurring manual tasks using BPM
- Enhancing dashboards with predictive analytics
- Integrating advanced forecasting models
- Improving inventory turnover using Epicor analytics
- Reducing lead times through production scheduling optimisation
- Using root cause analysis for recurring issues
- Implementing continuous improvement cycles (Kaizen)
- Aligning system use with lean operations principles
- Tracking cost savings and efficiency gains post-go-live
- Reporting ROI to executives and investors
Module 14: Advanced Topics and Scalability Planning - Scaling Epicor for multi-site or international operations
- Managing intercompany transactions and consolidations
- Configuring multi-language and multi-currency support
- Planning for future module expansions (PLM, CRM, MES)
- Designing a technology roadmap aligned with Epicor updates
- Preparing for AI-driven enhancements in Epicor 10 and beyond
- Exploring robotic process automation (RPA) integration
- Using data lakes and advanced analytics with Epicor data
- Implementing predictive maintenance for equipment tracking
- Enhancing supply chain visibility with IoT integration
- Building custom reports using BI tools and Epicor data connectors
- Developing executive scorecards with real-time KPI tracking
- Creating self-service analytics for non-technical users
- Evaluating cloud vs on-premise hosting trade-offs
- Planning disaster recovery and business continuity strategies
- Designing audit-proof systems with full traceability
Module 15: Certification Preparation and Career Advancement - Reviewing all core implementation concepts and frameworks
- Practicing with scenario-based assessment questions
- Applying governance, risk, and compliance principles to case studies
- Demonstrating mastery of data migration and system configuration
- Documenting a personal implementation playbook
- Submitting final project for evaluation (optional)
- Preparing for the Certificate of Completion assessment
- Understanding how certification enhances career opportunities
- Adding the credential to LinkedIn, resumes, and job applications
- Using certification to justify promotions or consulting rates
- Joining the global alumni network of Epicor professionals
- Accessing exclusive job boards and recruitment partnerships
- Receiving templates for board-ready presentations and proposals
- Building a portfolio of implementation artifacts
- Establishing thought leadership through case study writing
- Positioning yourself as a go-to expert within your organisation
- Monitoring key system performance indicators
- Identifying bottlenecks in reports, queries, and transactions
- Optimising database indexing and query execution
- Reviewing user feedback for process refinement
- Analysing report usage to retire underused outputs
- Streamlining approval workflows to reduce delays
- Automating recurring manual tasks using BPM
- Enhancing dashboards with predictive analytics
- Integrating advanced forecasting models
- Improving inventory turnover using Epicor analytics
- Reducing lead times through production scheduling optimisation
- Using root cause analysis for recurring issues
- Implementing continuous improvement cycles (Kaizen)
- Aligning system use with lean operations principles
- Tracking cost savings and efficiency gains post-go-live
- Reporting ROI to executives and investors
Module 14: Advanced Topics and Scalability Planning - Scaling Epicor for multi-site or international operations
- Managing intercompany transactions and consolidations
- Configuring multi-language and multi-currency support
- Planning for future module expansions (PLM, CRM, MES)
- Designing a technology roadmap aligned with Epicor updates
- Preparing for AI-driven enhancements in Epicor 10 and beyond
- Exploring robotic process automation (RPA) integration
- Using data lakes and advanced analytics with Epicor data
- Implementing predictive maintenance for equipment tracking
- Enhancing supply chain visibility with IoT integration
- Building custom reports using BI tools and Epicor data connectors
- Developing executive scorecards with real-time KPI tracking
- Creating self-service analytics for non-technical users
- Evaluating cloud vs on-premise hosting trade-offs
- Planning disaster recovery and business continuity strategies
- Designing audit-proof systems with full traceability
Module 15: Certification Preparation and Career Advancement - Reviewing all core implementation concepts and frameworks
- Practicing with scenario-based assessment questions
- Applying governance, risk, and compliance principles to case studies
- Demonstrating mastery of data migration and system configuration
- Documenting a personal implementation playbook
- Submitting final project for evaluation (optional)
- Preparing for the Certificate of Completion assessment
- Understanding how certification enhances career opportunities
- Adding the credential to LinkedIn, resumes, and job applications
- Using certification to justify promotions or consulting rates
- Joining the global alumni network of Epicor professionals
- Accessing exclusive job boards and recruitment partnerships
- Receiving templates for board-ready presentations and proposals
- Building a portfolio of implementation artifacts
- Establishing thought leadership through case study writing
- Positioning yourself as a go-to expert within your organisation
- Reviewing all core implementation concepts and frameworks
- Practicing with scenario-based assessment questions
- Applying governance, risk, and compliance principles to case studies
- Demonstrating mastery of data migration and system configuration
- Documenting a personal implementation playbook
- Submitting final project for evaluation (optional)
- Preparing for the Certificate of Completion assessment
- Understanding how certification enhances career opportunities
- Adding the credential to LinkedIn, resumes, and job applications
- Using certification to justify promotions or consulting rates
- Joining the global alumni network of Epicor professionals
- Accessing exclusive job boards and recruitment partnerships
- Receiving templates for board-ready presentations and proposals
- Building a portfolio of implementation artifacts
- Establishing thought leadership through case study writing
- Positioning yourself as a go-to expert within your organisation