How Epicforce Tech Helps Map Your Business Workflows to Epicor® Modules
How Epicforce Tech Helps Map Your Business Workflows to Epicor® Modules
Blog Article
Introduction: Why Workflow Mapping Matters in Epicor® Implementations
When implementing or reconfiguring Epicor® ERP, one of the biggest challenges businesses face isn't just technical—it’s strategic alignment. Off-the-shelf modules may support general business processes, but every organization has its own workflows, approvals, and operational logic.
If you simply install Epicor® without tailoring it to how your business actually works, you’re likely to create friction instead of flow.
That’s why at Epicforce Tech, our consultants don’t start with system setup—we start by understanding your business. This blog explains how our team works with you to map your unique workflows to the right Epicor® modules, making sure your system supports your people, not the other way around.
1. Understanding Your Business Processes First
We begin every Epicor® engagement with a process discovery phase—not with software, but with people.
What we gather:
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Departmental workflows: sales, procurement, finance, inventory, production, etc.
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Task ownership and handoffs across teams
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Approval chains and compliance checkpoints
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Manual workarounds or inefficiencies in current tools
Why it matters:
Epicor® offers a wide range of capabilities—but implementing it without fully understanding how your business runs today can lead to underutilized features, duplicated work, or rework down the line.
At this stage, Epicforce Tech creates visual process maps and identifies key integration or automation opportunities.
2. Translating Business Workflows into Epicor® Language
Once your current workflows are documented, we begin the process of mapping those to Epicor® modules, capabilities, and configurations.
What we do:
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Identify which modules support which parts of the process (e.g., Sales Order → Inventory → Manufacturing → Shipping)
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Determine which features can automate or enforce business logic
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Assess whether standard modules are sufficient or if customization is needed
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Align data flow between departments and systems
Example:
A business may process customer returns through a combination of email and Excel. We help replace that with Epicor’s RMA module, integrated with inventory adjustments and finance tracking—automating approvals and keeping all steps in sync.
3. Gap Analysis: When Standard Modules Aren’t Enough
Sometimes, Epicor® modules don’t fully cover your requirements. That’s where Epicforce Tech steps in with strategic advisory and technical design.
How we fill the gaps:
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Configure User Defined Fields (UDFs) to store custom business data
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Set up Business Process Management (BPM) workflows to enforce internal rules
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Create custom dashboards or SSRS reports to visualize critical steps
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Use REST APIs to connect third-party platforms or in-house tools
We prioritize configuration over customization to reduce maintenance overhead—but when custom logic is required, we build it the right way: modular, upgrade-safe, and easy to maintain.
4. Role-Based Workflow Design
Every business workflow involves multiple roles—and Epicor® supports granular role-based visibility and access. Our workflow mapping ensures the right people have access to the right steps, at the right time.
What we configure:
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Permissions by module, transaction type, or field
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User roles and security groups aligned with your org chart
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Automated alerts, task assignments, and escalations
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Approval workflows with proper audit trails
This approach not only improves efficiency—it also ensures accountability, traceability, and compliance across the organization.
5. Linking Data Across Departments
Many workflow failures happen because data doesn’t flow cleanly between departments. Epicforce Tech ensures that your workflows aren’t siloed—each module connects cleanly to the next.
What we integrate:
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Sales with Inventory and Production
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Purchasing with Finance and Accounts Payable
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Engineering with Manufacturing execution
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Customer Service with CRM and Service Management
We use BAQs (Business Activity Queries), dashboards, and cross-module logic to ensure the right data shows up for the right team—without duplication, delays, or confusion.
6. Visual Workflow Tools and Dashboards
Process clarity improves when workflows are visual. Epicforce Tech builds custom dashboards that represent your workflows in ways that users understand and trust.
What we deliver:
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Real-time workflow dashboards for operations, sales, and finance
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Visual indicators for pending actions, bottlenecks, and delays
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Embedded BAQ grids to show where each transaction is in the process
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KPIs and metrics tied to each workflow stage
With this visibility, managers can monitor throughput, identify issues early, and make data-driven decisions.
7. Automation Where It Adds Value
We don’t automate for the sake of it. We evaluate where automation actually removes friction and improves reliability.
Where we apply automation:
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Auto-generation of purchase orders when inventory hits threshold
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Invoice creation from shipment confirmations
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Status updates between CRM and service management
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Email/SMS alerts for approval requests or escalations
We use Epicor BPMs, service jobs, and third-party integrations to trigger automations that align with your business logic.
8. Change Management and Training Around Workflows
Even perfectly mapped workflows fail if users don’t adopt them. That’s why we include process-focused training in every implementation.
What Epicforce Tech provides:
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Role-specific training manuals and videos
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Live walkthroughs of mapped workflows in Epicor®
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Test scripts for UAT based on your real business scenarios
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Post-go-live support focused on workflow adherence
This ensures that your team knows not just how to use the system—but why it’s built the way it is.
9. Workflow Testing Before Launch
Before go-live, we simulate full workflow runs across departments. This uncovers process issues that might not appear in isolated testing.
What we test:
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Cross-module process chains (e.g., Quote → Order → Shipment → Invoice)
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Approvals and escalations
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Data consistency between steps
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Role-specific access and visibility
Only once all workflows pass simulation and user acceptance testing do we proceed to production.
10. Continuous Improvement After Go-Live
Workflows aren’t static—neither are businesses. After go-live, Epicforce Tech remains engaged to refine and optimize workflows based on user feedback and business evolution.
How we support improvement:
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Monthly workflow health checks
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Feedback-driven enhancements
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New automation and integration opportunities
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Advisory for scaling processes as the business grows
Our goal is long-term partnership—not just project delivery.
Conclusion: Epicforce Tech Builds Workflows That Work in Epicor®
You don’t run a generic business—so why implement Epicor® like a generic tool?
At Epicforce Tech, we don’t just configure modules. We map your business logic, processes, and team structure to the Epicor® environment—making sure every workflow reflects how you actually work.
With deep ERP experience and business-first thinking, our consultants help you build clarity, consistency, and control across departments. From discovery to dashboards, from training to optimization—Epicforce Tech is your partner in getting the most from your Epicor® investment.
Contact Us
Ready to align Epicor® with your real-world operations?
Reach out at [email protected] or visit https://epicforcetech.com/contact-us/ to schedule a consultation.