Epicor Customization requires balancing standard functionality with specific business requirements. You need modifications sophisticated enough to match unique workflows yet maintainable enough to survive system upgrades. Too many North American manufacturers accept out-of-the-box configurations that miss critical operational needs or implement heavy customizations that complicate future Epicor updates. Epicforce Tech provides a different approach. As a Certified Epicor Service Partner, we specialize in Epicor customization services that use built-in Epicor tools like BPM, BAQ, Application Studio, and Automation Studio. From workflow automation through custom reporting, our methods maintain upgrade compatibility while addressing your specific business processes.
Epicforce Tech simplifies Epicor ERP customization for North American businesses by using Epicor’s native tools, such as Application Studio, BPM, BAQ, and Automation Studio. This approach ensures seamless workflow automation, custom reporting, and real-time dashboards, while maintaining compatibility with system upgrades. Customization services are provided remotely with optional in-person support in select locations.
Application Studio Customization
Epicforce Tech utilizes Application Studio for low-code customization within Epicor ERP. This environment allows businesses to modify applications quickly using drag-and-drop tools that build scalable and mobile-friendly solutions. You can add custom fields, adjust screen layouts, and create interface modifications without traditional programming complexity. Application Studio enables these changes while maintaining the core Epicor structure, which protects your investment during version upgrades. Our consultants design Epicor Kinetic customization that leverages this tool’s capabilities for faster deployment and easier long-term maintenance compared to hard-coded modifications.
BPM Workflow Automation
Business Process Management automates repetitive business processes through custom business rules, alerts, and notifications that integrate seamlessly into the Epicor ERP system. Epicforce Tech implements BPMs that trigger based on specific conditions like approving purchase orders, sending inventory alerts, or validating data entry to prevent errors. These automated workflows execute in real-time as users complete transactions. BPM solutions reduce manual intervention, improve data accuracy, and enforce consistent business policies across departments without requiring users to remember complex procedures.
Custom Reports and Dashboards
- Epicor ERP customization services: include BAQ reporting, SSRS Reports, Crystal Reports development, and interactive dashboards for KPIs.
- Business Activity Queries (BAQ): extract real-time data from Epicor for analysis beyond standard system reports.
- Custom BAQs: pull information from multiple data tables and format results for specific operational needs.
- SSRS and Crystal Reports: Epicforce Tech develops custom SSRS and Crystal Reports that provide deep insights into business performance.
- Custom dashboards: deliver real-time analytics through EDA, advanced reporting through BI tools, and KPI tracking that helps managers make informed decisions quickly.
Automation Studio Integration
Automation Studio automates workflows, reporting, and data processing within Epicor ERP environments. Epicforce Tech creates custom automation scripts for improved accuracy and efficiency that integrate seamlessly into your existing system. This tool handles repetitive tasks, reduces manual data handling, and improves overall ERP performance through systematic process execution.
Coverage Across North America
Epicforce Tech provides Epicor customization services with coverage across all of North America, including the United States and Canada. Delivery occurs primarily remotely, with in-person consultations available at Chicago and Dallas offices when your project benefits from face-to-face collaboration. Located at 1 Mid America Plaza, 3rd Floor, Suite 300, Oakbrook Terrace, IL 60181, our main office coordinates customization projects throughout the region. Remote delivery works effectively for BPM development, BAQ creation, dashboard configuration, and Application Studio modifications while maintaining efficient project execution.
Conclusion
Epicforce Tech simplifies Epicor ERP customization for North American businesses through Application Studio for low-code interface modifications, BPM automation that enforces business rules systematically, custom workflows and dashboards that deliver operational insights, and flexible remote delivery with regional office support throughout the United States and Canada.
Ready to explore Epicor Kinetic customization options for your system? Call (888) 280-5585 or reach our local line at (773) 337-8177 to discuss your specific requirements.
FAQs
What customization tools do you use?
We utilize BPM for workflow automation, BAQ for custom reporting, Application Studio for low-code interface modifications, and Automation Studio for workflow and data processing automation. These Epicor-native tools maintain upgrade compatibility.
Will customizations affect system upgrades?
Our customization approach uses Epicor-supported tools designed for upgrade compatibility. We focus on BPM automation, BAQ reporting, dashboards, and low-code customization that works within Epicor’s framework.
What types of custom reports can you develop?
We develop custom SSRS Reports, Crystal Reports, and BAQ-based reports. Our Epicor report customization delivers real-time analytics through EDA, advanced reporting through BI tools, and interactive dashboards for KPI tracking.
Do you provide remote customization services?
Yes, we deliver Epicor customization services primarily remotely throughout North America, with optional in-person support available at our Chicago and Dallas offices when needed.