Epicor ERP Chris Purcell Senior Product Marketing Manager Epicor Software Corporation

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1 Epicor ERP Chris Purcell Senior Product Marketing Manager

2 The process of increasing in size The process of increasing in amount, value, or importance Increase in economic activity or value The increase in number and spread of small or microscopic organisms 2

3 Industry Growth Trends, Challenges and role of ERP Expansion Business Development Performance Collaboration Digitalization Generational Shift Manufacturers expanding beyond traditional markets Mergers & Acquisitions, Capital Procurement, Global Expansion Continuous need for improved efficiency in all phases of business Supply chain requirements for innovation and speed The benefits of digitization combined with raised user expectations Generational transformation impacting ability to grow Projects Consumer Delivery Services Rental As a Service Centralization Global Financials GRC Off / Re-Shoring Localization Lean Practices Process Automation Operational BI Immediate Feedback Additive manufacturing E-Commerce EDI Multisite Operations Supply Chain Visibility Collaborative Networks Mobile Apps Social Collaboration Cloud Data Analytics Internet of Things Raised Expectations Increased Churn Engagement Knowledge Retention Increased Velocity Traditional ERP internal efficiencies Modern ERP driving business growth 3

4 Industry Growth Trends, Challenges and role of ERP Expansion Business Development Performance Collaboration Digitalization Generational Shift Manufacturers expanding beyond traditional markets Mergers & Acquisitions, Capital Procurement, Global Expansion Continuous need for improved efficiency in all phases of business Supply chain requirements for innovation and speed The benefits of digitization combined with raised user expectations Generational transformation impacting ability to grow Projects Consumer Industry Delivery scenario-led Services incremental Rental functionality and As a Service additional modules Centralization Global Financials Tax and GRC Legislative Off Compliance, / Re-Shoring multi-entity Localization support Lean Practices Accessible Process Automation Business Operational Analytics BI and Immediate Intelligence, Feedback Data Additive manufacturing discovery E-Commerce EDI Multisite Operations Supply Chain Visibility Collaborative Networks Mobile Apps Social Collaboration Cloud Data Analytics Internet of Things Raised Expectations Increased Churn Engagement Knowledge Retention Increased Velocity Traditional ERP internal efficiencies Modern ERP driving business growth 4

5 Industry Growth Trends, Challenges and role of ERP Expansion Business Development Performance Collaboration Digitalization Generational Shift Manufacturers expanding beyond traditional markets Mergers & Acquisitions, Capital Procurement, Global Expansion Continuous need for improved efficiency in all phases of business Supply chain requirements for innovation and speed The benefits of digitization combined with raised user expectations Generational transformation impacting ability to grow Projects Consumer Industry Delivery scenario-led Services incremental Rental functionality and As a Service additional modules Centralization Global Financials Tax and GRC Legislative Off Compliance, / Re-Shoring multi-entity Localization support Lean Practices Accessible Process Automation Business Operational Analytics BI and Immediate Intelligence, Feedback Data Additive manufacturing discovery E-Commerce EDI Multisite Digital Operations commerce Supply Chain Visibility and integration Collaborative Networks Mobile Apps Mobile, Social Collaboration Social, Cloud Cloud-first development Data Analytics approach Internet of Things Raised Expectations Increased Streamlined Churn user Engagement experience, onboarding Knowledge Retention and Increased knowledge Velocity retention Traditional ERP internal efficiencies Modern ERP driving business growth 5

6 10.1 Brought us Expanded financials: Bank statement processing, Deferred accruals, Asset Revaluations, Global COA, Statistical data, Multiple budgets, AR Reconciliation Country Specifics: Belgium CSF, Expanded Germany, USA CSF, Malaysia GST updates, expanded capabilities in existing CSFs Manufacturing/SCM: ETO Planning contracts, MRP by part, Multi-job scheduling, Industry focused ease of use Tools and Technology: New Mobile framework. Print routing Cloud Specifics: Expanded capabilities in MT Cloud 6

7 Development Early Access Program Opportunity to test new capabilities Hosted code, refreshed every two weeks Provides market feedback during development Controlled Release Focused beta Strong exit criteria 7

8 From ERP10.1: A New Cadence & Hot Fix Process CR has helped refine a new release cadence and discipline Updates delivered by development every 2-3 weeks Urgent customer issues resolved by hotfix on latest update Hotfix incorporated into core update so all customers benefit Contrasts with previous one offs Customers effectively on their own version Poor customer satisfaction 8

9 Epicor ERP Release Cadence and Nomenclature Nomenclature Product Version Release Update ERP Frequency 60 months* 18 months* 6 Months 2-3 Weeks Complexity Next Generation Architectural Major Extensive application enhancements Limited Specific functional enhancements Legislative changes Simple No Schema change Zero impact on UI customizations, BPMs, Custom reports, integrations Bug fixes only 9

10 Release Highlights 10

11 Customer Quotes You 380 >50% Customers live on 10.1 need the most recent technology to stay ahead of competitors Several and to serve your customers the best way possible. With more systems now available to be integrated with the thousand latest version of Epicor ERP, we can now gather more and more information from our systems to continuously learn about our processes and identify opportunities for growth. Jos Greeve, ICT manager Boers & Co FijnMetaalGroep B.V. Upgrading to the latest version of Epicor ERP not only ensures we are running the absolute best version of the software, but it also allows our business to take advantage of the latest features that enables us to grow our business by giving users the freedom to focus on core business responsibilities. Daniel Sirow, vice president Independent Components Corporation 11

12 By the Numbers Severity 1 Error No Workaround Error Workaround Cosmetic Performance DB Fixes 3071 Total Fix SCR s 12

13 By the Numbers CSF Finance MFG SCM Tools 632 Total Enhancement SCR s 13

14 Epicor ERP Global Financials Expansion Simplification Globalization Performance Tax support for purchases (Inclusive added) AP partial receipt invoicing GRNI clearing invoices Supplier statements AR Invoice shipment line consolidation ADP and generic payroll integration Usability enhancements in reports and processes including sorting, selecting and filtering Automated credit hold removal Ongoing support for regulatory changes New CSF for The Netherlands Finance EpicQ improvements: Capture COS/WIP Aged Receivables AP Payments Debit memo printing Credit Card enhancement Payment processing, entry and voiding enhancements Specific Focus on: Argentina, China, Colombia, Denmark, Finland, Germany, Malaysia, Mexico, Norway, Peru, Sweden, Taiwan, Vietnam, UK Posting engine Consolidations 14

15 Epicor ERP MFG & SCM Expansion Simplification Performance Costing Improvements (FIFO/ COS-WIP / etc.) Job Back Flush Time-to-Quantity (configurable) HCM integration of Time Records Taxation on PO Lines (CSF) Consolidated Shipping View (PCID, Lot, Job) Package Control Phase I - Completion Change Company / Site in the MES Tracing options / Customization mode in MES Partially Invoice Receipts (SCM portion) Consolidate Shipment Invoices Customer Shipment Entry Enhance Mass Update and Shipping performance Inventory / WIP Reconciliation Report Capture COS / WIP Activity Scheduling Engine Job Scheduling Boards Employee Work Queue 15

16 Epicor ERP Tools Expansion Internal tooling and infrastructure to support two weekly updates and rapid release cadence Internal tooling for continuous improvement for ERP cloud operational support Simplification E9 to E10 pre conversion DB check list tooling Digitalization Performance ERP REST API services will be in preview mode Continuous enhancements to Epicor Mobile Framework (EMF) to plan for building various mobile apps for ERP in near future Ongoing performance review and enhancements Continuous enhancements to Ecommerce solution (ECC - Epicor Commerce Connect) 16

17 Final Thoughts 17

18 What are the benefits of this release? Best ERP there has ever been quality and performance focus builds on the enhanced functionality of 10.1 Cloud or on premises we will help you get there with tools and packaged services Once you re onto ERP10 it s easier to stay current, plus benefit from updates Focused functional enhancements means it does much more out-of-the-box 18

19 Growth is never by mere chance; It is the result of forces working together James Cash Penney 19

20 Come Learn More Bracknell Thursday 26 th January Warrington Tuesday 7th February A more detailed overview of the features of Epicor ERP The benefits of migrating New tools and processes to help you get there An update on EpicCare, your new support system 20

21 Epicor ERP 10.1 Resources available on EPICweb 21

22 More Information Contact your Customer Account Manager at Or contact Chris Purcell, Product Marketing Join Epicor User Group 22

23 Thank You

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