Business Process Management (BPM) in Epicor ERP isn’t just a technical function—it’s a strategic advantage. With the right setup, BPMs can automate critical workflows, enforce compliance, and improve efficiency across departments. But the true challenge lies in enabling your team to actually use this powerful tool correctly.
That’s where Epicforce Tech comes in.
At Epicforce Tech, we deliver practical, custom BPM training programs that don’t just check a box—they empower your staff to understand, manage, and optimize Epicor BPMs with confidence and precision.
Why Epicor BPMs Require Structured Training
Epicor BPMs are capable of driving major automation and consistency across your organization. However, many teams struggle with:
- Confusing the difference between method and data directives
- Failing to validate and test BPM logic before go-live
- Losing BPM functionality after an upgrade
- Relying on consultants without building internal knowledge
- Overengineering simple workflows due to lack of clarity
The solution isn’t more documentation. It’s guided, contextual learning built around your system, your workflows, and your goals.
Epicforce Tech’s Approach to BPM Training
We don’t provide one-size-fits-all training. Instead, we build programs around your business structure and ERP environment to ensure everything we teach is immediately actionable. Here’s how.
1. Role-Based Learning
Every team member learns only what they need—no more, no less. We offer segmented training paths for:
- Functional users: How BPMs affect daily activities
- Power users: How to safely edit or troubleshoot directives
- Admins and technical leads: How to build and maintain BPMs
This structure ensures team members are trained appropriately, without overwhelming them.
2. Workflow-Based Curriculum
We train your users using your business processes. Whether it’s automated approvals, inventory validation, or order holds, we help teams map those use cases into actual BPM directives within your Epicor environment.
Training covers:
- Creating method or data directives
- Using conditions and expressions effectively
- Triggering notifications and exceptions
- Testing BPMs in staging before production
By applying BPM concepts directly to your use cases, the learning is retained longer and used more accurately.
3. Environment-Specific Materials
Every client environment is different, and our training reflects that. Epicforce Tech creates training materials based on your:
- ERP version and module usage
- Business naming conventions
- Existing BPM library structure
This avoids confusion and aligns training content with the actual system your team uses daily.
4. Focus on Troubleshooting and Maintenance
Training also includes scenario-based exercises such as:
- What happens when a BPM fails silently
- How to track down logic errors
- How to audit and revise aging BPMs
- Validating BPM behavior after an ERP upgrade
By focusing on problem-solving, your team gains the confidence to manage BPMs proactively instead of reactively.
5. Train-the-Trainer Enablement
Epicforce Tech offers Train-the-Trainer programs to help your superusers become internal instructors. This means:
- Reduced long-term dependency on external support
- Faster onboarding of new team members
- Scalable internal knowledge growth
This structure is especially useful for organizations planning ERP expansion or increasing headcount.
Real Use Cases Where Our BPM Training Delivered Results
Below are a few examples of how Epicforce Tech has delivered measurable value through BPM training.
Purchase Order Approvals
A mid-sized manufacturer needed to enforce purchase approval thresholds. We trained their finance and purchasing teams to implement automated workflows using data directives. As a result, approval cycle times dropped by 40 percent.
Credit Limit Controls
We guided a sales operations team in configuring order entry blocks based on real-time credit checks. This eliminated the need for manual reviews and reduced credit exposure by 18 percent within three months.
Inventory Management Automation
By training warehouse leads on method directives, we enabled auto-filling of fields based on location codes. This resulted in fewer picking errors and time saved on manual entry.
BPM Validation During Upgrades
An enterprise client preparing for a version upgrade asked Epicforce Tech to lead BPM regression testing training. This helped them identify 22 deprecated logic errors pre-deployment, avoiding potential downtime post-upgrade.
Why Choose Epicforce Tech for Epicor BPM Training
There are plenty of general training providers in the Epicor space, but Epicforce Tech stands out for one key reason: we train your team to solve your business challenges, not just understand software features.
| Training Focus Area | Generic Training Firms | Epicforce Tech |
|---|---|---|
| Uses real processes | No | Yes |
| Role-based delivery | Sometimes | Always |
| Post-training support | Limited | Included |
| Custom environment-based exercises | No | Yes |
| Train-the-trainer enablement | No | Yes |
Our approach blends business understanding with technical expertise, delivering training that aligns with your goals—not just your software.
The Risk of Skipping BPM Training
Without structured training, companies risk:
- Critical workflows failing due to poor logic
- Overdependence on consultants for basic changes
- BPMs that no one fully understands or can maintain
- Audit issues due to undocumented or inconsistent logic
- Missed automation opportunities that could save time and money
An undertrained team leads to underused features, higher support costs, and operational inefficiencies.
Let Epicforce Tech Help You Own Your BPM Strategy
Epicor ERP gives your business the tools. Epicforce Tech ensures your team knows how to use them effectively. We don’t just show you what BPMs are—we teach your team how to plan, build, maintain, and evolve business logic that drives efficiency.
This isn’t theoretical learning. It’s practical execution tailored to your environment, your team, and your business outcomes.
Start Building Real BPM Capability
If you’re ready to train your users, power users, and IT staff to fully own your Epicor BPM environment, connect with Epicforce Tech.
We’ll deliver a tailored training program that gives you more than knowledge—it gives you internal capability.
Contact Epicforce Tech today at info@epicforcetech.com or call (888) 280-5585 to schedule a free training needs assessment.
Read More:
Top 10 Epicor BPM Workflows Every Manufacturer Should Automate
Fixing Broken Workflows: How Epicforce Tech Diagnoses and Repairs Epicor BPMS Logic
Top 10 Mistakes to Avoid When Building Epicor BPM Workflows
Using Epicor BPMs to Trigger External Integrations Without Full Customization
Epicor BPM Reporting and Analytics: How Epicforce Tech Helps You Extract Value from Your Data