In the world of enterprise resource planning (ERP), efficiency is king. Yet even with powerful platforms like Epicor ERP, organizations often find themselves navigating rigid workflows that don’t align with their real-world needs. That’s where Epicor BPMs (Business Process Management tools) come in — and more importantly, where Epicforce Tech brings a unique approach to customizing them.
While many firms focus purely on the functionality of Epicor ERP, Epicforce Tech stands out by enabling businesses to fully tailor BPM workflows end-to-end — enhancing agility, accuracy, and accountability across operations. This article explores how Epicforce Tech approaches BPM customization differently, and why it matters for long-term ERP success.
What Are Epicor BPMs?
Epicor BPMs are automation rules and conditions that sit on top of standard ERP functions. They allow organizations to:
- Validate data entry before it hits the system
- Automatically trigger alerts, escalations, or workflows
- Enforce compliance processes or approval chains
- Prevent operational errors before they cause downstream issues
However, default BPM configurations rarely serve every unique business process. This is why customization is critical — and why expert-led configuration is more than just a technical task.
Why One-Size BPMs Don’t Fit All
Standard Epicor implementations include out-of-the-box BPM templates. These can be useful starting points, but real-world operations often demand more:
- Multistep approvals involving different departments
- Conditional logic based on customer or region
- Real-time integration triggers with third-party platforms
- Complex data validations across modules
Without strategic customization, organizations either compromise on functionality or introduce manual workarounds. Both lead to inefficiencies — the exact problems ERP is meant to solve.
What Epicforce Tech Does Differently
1. Process-Led Discovery, Not Just Technical Configuration
Before touching any code, Epicforce Tech begins with business process discovery. Our consultants don’t ask “What do you want the BPM to do?” — we ask “What business outcome are you trying to achieve?”
This discovery includes:
- Workflow mapping with department heads
- Identifying failure points or manual processes
- Reviewing compliance requirements
- Pinpointing where data accuracy or timing breaks down
This leads to smarter, more targeted customization — built around outcomes, not just ERP screens.
2. Custom Logic Development for Real-World Rules
Most vendors stick to what’s possible via the standard Epicor BPM interface. Epicforce Tech goes deeper, incorporating:
- C# custom code within BPMs for more nuanced logic
- Multi-condition evaluation across modules
- Conditional task sequencing to model real workflows
- Exception handling for unusual data scenarios
This enables businesses to enforce real policies, not just generic validations.
3. Embedded Testing and Version Control
Each customized Epicor BPM designed by Epicforce Tech is:
- Tested in sandbox environments to mimic real data flows
- Versioned and documented so future updates are traceable
- Validated with key users before go-live
This prevents “surprise” automation issues and builds confidence across stakeholders.
4. User-Centric Alerts and Escalations
Automation is only as effective as its visibility. Epicforce Tech designs BPMs that talk to users in real time:
- Custom email alerts
- ERP pop-up messages
- Escalation triggers to managers when deadlines pass
- Embedded help text or tooltips in Epicor screens
This approach doesn’t just improve workflows — it improves adoption and accountability.
5. Training Built Around the Customization
Customization without enablement fails. That’s why Epicforce Tech includes tailored training as part of every BPM engagement. We focus on:
- What changed from the default
- How users should interact with new rules
- What to do when an error or alert is triggered
- How to request updates or improvements
Training is delivered in-person, virtually, or through documentation depending on client needs.
6. Post-Go-Live Optimization
Most ERP consultants walk away after launch. Epicforce Tech stays engaged to monitor real-world performance. After a BPM goes live, we:
- Monitor error rates and log reviews
- Collect user feedback on friction points
- Refine thresholds or triggers based on actual use
- Offer version improvements as business needs evolve
This continuous improvement model ensures BPMs stay aligned with your evolving business.
Real-World Example: From Manual Reviews to Automated Oversight
A recent client — a mid-sized manufacturer — struggled with inconsistent pricing approvals. Sales reps often submitted orders that bypassed pricing guidelines, leading to revenue leakage.
Epicforce Tech customized an Epicor BPM that:
- Checked real-time margin thresholds
- Auto-flagged low-margin orders
- Routed exceptions to finance with embedded justifications
- Logged approvals for audit trail review
The result? A 45% reduction in pricing errors and full audit compliance — without slowing down sales.
Why Epicforce Tech’s Approach Matters
Epicor ERP is a powerful platform — but its true value is unlocked through intelligent BPM customization. With Epicforce Tech, businesses gain:
- Alignment between software rules and real-world goals
- Proactive risk prevention through logic and automation
- Engaged users through helpful alerts and training
- Future-ready workflows via version-controlled customization
The difference isn’t just in code — it’s in how we help organizations think about automation, ownership, and value realization.
Conclusion
Customization isn’t optional — it’s what makes Epicor ERP yours. And when it comes to BPM customization, how you implement it determines how much value you extract.
Epicforce Tech brings a deeply consultative, technically rigorous, and user-focused approach to every BPM implementation. Whether you’re redesigning approval chains, enforcing compliance, or building a more responsive ERP system — we help you do it smarter.
Need help designing or improving your Epicor BPMs?
Connect with Epicforce Tech and let’s build ERP workflows that actually work for you.
Read More:
Epicor BPMs Not Working as Expected? Here’s How Epicforce Tech Troubleshoots and Optimizes Workflows
Custom BPM Training That Sticks: How Epicforce Tech Empowers Your Team to Use Epicor BPMs Effectively
Top 10 Epicor BPM Workflows Every Manufacturer Should Automate
Fixing Broken Workflows: How Epicforce Tech Diagnoses and Repairs Epicor BPMS Logic
