Epicor is an Enterprise Resource Planning (ERP) platform that is transforming businesses every day. It can revolutionize processes, streamline workflows, create new efficiencies and give companies the data they need to make informed decisions. With such power, it’s important that every business planning an Epicor implementation does it right. After all, making mistakes throughout the implementation process can lead to major issues both now and into the future.

Here are the top five tips everyone should know to ensure a successful Epicor implementation. These will help your organization understand every aspect of Epicor so you can create and execute a version of the platform that works for you.

1. Make a plan before getting started

An Epicor implementation is a major task that requires careful planning, documentation, buy in from the top levels and more. Before you decide to implement, it’s important that you create a plan for why and how it will happen. This includes analyzing your current processes and needs while looking at what specific functions of Epicor your business will need.

You don’t have to plan this alone. If you connect with a company dedicated to Epicor implementation, you can start strategizing with people who do this for a living. They will give you best practices and help you at every step. That way, you can start your journey to using Epicor with the confidence you need to use it right.

2. Don’t think small

Many an Epicor implementation has failed because the company was hesitant. They wanted to keep legacy processes and tools for no better reason than familiarity. The result can be poor integration and a reluctance by staff to move forward. That’s why it’s important to think big.

When planning, remember that Epicor is an overhaul, not a tweak, to your current resource and project management. If you embrace the efficiencies and benefits it creates, then you will see all its benefits come to fruition.

3. Invest in training

Despite its size and complexity, Epicor enjoys extremely high satisfaction and use rates from employees precisely because they can see the benefits. This stat only goes up when your team feels properly trained on what they need to know about their section of the platform.

Investing in training for your team will help them use Epicor to its maximum potential, and prevent backsliding into older processes that slow down efficiency and decrease profits. If you are using a third-party company for your Epicor implementation, then they can create customized training programs for your staff, giving you a personalized experience that will empower staff to use the platform.

4. Look towards the future

Your journey with Epicor doesn’t stop once it’s implemented. It’s only started. That’s why you need to look to the future throughout the process. Think about what you can use from the system that isn’t being used right now. Such future needs could include a new sales process, more facilities, inter-currency payments and exchanges, and more. Epicor has the power to further transform your business, so ensure you have a plan of where you want to go for the next few years after implementation.

5. Use the experts

Easily one of the biggest mistakes any business can make with an Epicor implementation is to go it alone. The truth is that Epicor is a complicated system that takes dedicated knowledge to implement properly. Even a company full of talented engineers and data analysts cannot make full use of the platform without Epicor experts.

The most successful Epicor implementation strategies use dedicated Epicor professionals who make an implementation strategy with their clients. These dedicated specialists can help at every step and help companies avoid common pitfalls while getting buy-in from every level. No matter the size or expertise in your company, working with Epicor experts can only help you get the most from the platform.

The power of Epicor

Epicor is more than a tool, it’s a platform that can reimagine an entire organization. If you are considering an Epicor implementation, make sure you include the experts at every step, from initial strategizing through to implementation and support in the future. It’s the easiest way to get buy-in, use the platform to its full potential and to see your organization grow and succeed.