Epicor Users Group. Upgrading Epicor ERP. Neil R. McLachlan, Stephen Edginton. EUG UK & EMEA Conference 2016

Transcription

1 Epicor Users Group Upgrading Epicor ERP Neil R. McLachlan, Stephen Edginton

2 What to Expect in the Session? Why should I upgrade? How an Upgrade can help your Business What should I expect? Key Features & Functions on Epicor How do I Upgrade? The Upgrade Approach How Much is the investment? Professional Services Packaging

3 Upgrade The Business Justification

4 Looking at Best in Class

5 "Best in Class *- The Top Performers Time to Close a Month Days Sales Outstanding (DSO) Complete and On-time Delivery Increase in Profit Margins (past 2 years) Best in Class 3.9 days Industry Average 6.4 days Laggards 8.1 days Best in Class 39.1 days Industry Average 42.9 days Laggards 51.4 days Best in Class 96% Industry Average 89% Laggards 82% Best in Class 16% Industry Average 11% Laggards 0% * Aberdeen Group Study

6 The "Best in Class - Stay Current Upgrade to Latest Release 35% 58% One Release Behind 21% 32% Two Releases Behind Three or More Releases behind 15% 11% 7% 5% All Others Best in Class Process of Implementing 10% 5% 0% 10% 20% 30% 40% 50% 60% 70% * Aberdeen Group Study

7 Best Benefits = Stay Updated 60% 53% 50% 40% 30% 20% 47% 34% 20% 42% 22% 40% 31% 37% 18% Latest Version Not on Latest 10% 0% Utilize Best Practices within ERP Ability to share and integrate Ability to collaborate Offer greater Self Service Flexibility Ability to React to Business Change * Aberdeen Group Study

8 60% 50% 40% 52% 36% 37% 30% 20% 10% 0% 13% 14% 10% 9% 22% 15% 17% 9% 22% 13% 14% Latest Version Not on Latest * Aberdeen Group Study

9 Be the "Best in Class - Stay Upgraded!

10 Flexibility Stability Collaboration Performance Current Software

11 Upgrade Drivers Platform Flexibility The Microsoft Stack Deployment Options Stability Quality Release Collaboration Employee enablement Removing Barriers Performance More for Less

12 Simplifying the Stack Improves Efficiency Epicor ERP 10 Client Form Client Form Proprietary Protocol Progress Open Client Standard Protocols Java VM Single- Threaded Agent Progress Broker Progress Agent Pool Microsoft IIS Multi-threaded Web Garden or Farm Legacy ODBC Progress Data Server SQL Server SQL Server Native SQL Driver

13 Current Software Issue Resolution Release Cadence The End of the Hot - Fix? Rapid Feature Enhancement Framework Improvements Contrast Mobile / Web

14 1. Blazing Performance 2. Proven Stability 3. Simplicity and Ease-of-Use 4. Improved Collaboration 5. Ready for the Future 6. Increased Deployment Flexibility 7. Support for the Mobile Generation 8. Closer to your Customers and Suppliers 9. Room to Expand 10. Enhanced Tools

15 What an upgraded Epicor offers?

16 Epicor ERP 10.1 Industry Excellence Simplicity & Ease of Use Globalization & Compliance Visionary Technology Expanded Financials: Bank Statement processing, Deferred AP accruals, Asset revaluations, Statistical data, Multiple budgets, AR Reconciliations, Multiple supplier remit-to s, GL attachments Manufacturing/SCM Excellence: ETO Planning contracts, MRP by part, Multi-job scheduling, Package control phase one, CTP enhancements, part, configurator and MES enhancements Improve the simplicity and ease-of-use of Epicor ERP: Role-based user experiences Industry focused usability enhancements Time saving across daily, weekly and monthly routines Streamline deployment and upgrade processes Expand global and country specific capabilities to support customers as they expand into current priority geographies Specific focus on Belgium (new), Germany (expanded), USA CSF (1099 s), Mexico electronic reporting and Malaysia GST updates Global COA, COA Export/Import, multicompany allocations, incremental consolidation, consolidation monitor Enhance tools and technology priorities to deliver capabilities demanded by user personas New mobile framework Print routing Save Homepage Support the needs of organizations moving their ERP solutions to the multi-tenant cloud Expanded Financial reporter including Multi-tenant SaaS Multi-company continuous processing and logging by company

17 Simplicity Simplicity and Ease Of UseUse

18 Epicor ERP 10.1 Global Financials Simplicity & Ease of Use Enhanced COA setup Expanded currency set-up Simplified installation Extended attachments Streamlined sub-ledger reconciliation Supplier multiple remit-to COA Export/Import Simplifies setup by exporting into Excel for easy editing Export/Import COA Structure, segment values, and GL accounts Exports in excel format for easy editing Natural Account Mass Updates Quickly update the options on a select group of natural account values Filter selection by Categories or Ranges of GL Accounts Choose to update segment options and restrictions Expanded Currency Account Setup Streamlined setup with defaults Ability to set defaults at Book level Expanded control with full account masking

19 Epicor ERP 10.1 Global Financials Simplicity & Ease of Use Enhanced COA setup Expanded currency set-up Simplified installation Extended attachments Streamlined sub-ledger reconciliation Supplier multiple remit-to Extended Attachments GL Journals Instant access to backup information to GL journals Simply Drag and Drop View from Trackers Multiple attachments per journal header or line Great for Audit purposes and reducing paper Streamlined sub-ledger reconciliation Streamlines the month-end processing by automating the reconciliation process Initial focus on Accounts Receivable in 10.1 AP and inventory planned for 10.2 Supplier multiple remit-to s Makes it simple to pay suppliers that may have different addresses and bank accounts Hold multiple remittance and bank details against a supplier

20 ERP 10.1 Manufacturing: Simplicity & Ease of Use Zero Quantity BOM Tooling, Documentation Substitute items Zero Quantity BOM MRP by Part Multi-Job Scheduling MRP by Part Run net change for selected parts Filter by Part, Part Class and Product Group Multi-Job Scheduling Schedule main job and its direct supply jobs as one entity Using existing Job to Job relationships

21 Leverage the latest Technology Mobile User Experience Epicor Mobile Access (mobile dashboards) UX revamp with HTML5 Responsive Design Multi-tenant ERP - SAAS Continuous improvement and isolation of multi-company, multi-tenancy Internal tools to improve SaaS operation overhead Report routing, Self-service report customization

22 Epicor social real-time enterprise collaboration

23 Simplicity The Upgrade Approach

24 Prepare and Plan for the Upgrade Objective of Upgrade Organizational Readiness Upgrade Approach Change Management Leverage on Upgrade Tools Additional Factors Upgrade People Server Strategy Training Plan Data Scrubber Product Configurator complexity Re-Implement Business Plans DB Upgrade Iterations Communication Plan Customization Count Tool Crystal Reports and Forms Status Quo Budget Testing Cycles Cutover Strategy Conversion Tools General Ledger Posting Rules

25 Upgrade Signature Methodology Project Readiness Upgrade Approach Scope & Roles Kick Off Plan Design/Validate Training on New features 2 Pass DB Upgrade Gap Review Config & Test User Acceptance Final Upgrade Pre-Go Live Check Go Live Period Close Deploy Governance Collaboration Process Improvement

26 Upgrade Planning Epicor Process Review Epicor Health Check Integrated Products

27 Epicor Process Review Identifies gaps between recommended business and functional processes and the current process

28 Epicor Health Check High Level Process Analysis Checklist driven Identifies New Areas Provokes Change within the upgrade scope

29 Using Epicor Consulting Services Epicor Plan Guidance Planning and Project Management Epicor - Ownership Epicor - Assist Technical Upgrade Epicor - Assist Business Improvement, Training & Testing Technical Retrofit and Retest

30 Your Key Takeaways Why should you upgrade? Be the Best in Class Leverage on the latest and best What does Epicor offer in its latest release? Significant new features in Financials & Manufacturing Focus on Global Financials and ease of closing How do you Upgrade? The Upgrade Methodology and Key Tasks, Tools How Much would it cost? The PS Package Offering Fixed and T&M components

31 Next Steps Contact Epicor for further details - Discussion on Business Needs/Challenges mapped to Upgrade features and Functionality Finalize Upgrade Approach, Effort & Timelines Sign up & Kick Off Upgrade Program