Customizing Epicor modules requires understanding which standard features serve your business and which workflows need modification. You want configurations sophisticated enough to eliminate manual processes but practical enough that staff can operate them daily. Too many manufacturers across the United States and Canada accept default module settings that force workarounds or spreadsheet tracking outside the ERP system. Epicforce Tech offers a different solution. As a Certified Epicor Service Partner, we customize Epicor Kinetic modules to match actual business workflows rather than forcing operations to adapt to software limitations. From initial workflow analysis through deployment and training, our customization approach supports your operational efficiency.
Customizing Epicor modules improves workflow for North American companies by aligning the software with their specific business processes. This customization streamlines operations, reduces manual tasks, and enhances data accuracy. Using tools like BPM automation and Application Studio, businesses can optimize their workflows while ensuring compatibility with future system upgrades.
Module Customization Options
Epicforce Tech provides customization services for Epicor Kinetic modules serving manufacturing, finance, supply chain, and distribution operations. Our approach uses BPM automation for repetitive business processes, BAQ reporting for real-time data extraction, Application Studio for low-code interface modifications, and custom dashboards for operational visibility. The customization framework evaluates which standard Epicor functionality meets your requirements and where targeted modifications deliver genuine business value. We focus on configurations that reduce manual data entry, eliminate duplicate work between systems, and provide staff with information access at decision points.
Available Customization Tools
Epicor Kinetic includes several tools for extending module functionality without core code modifications. Business Process Management automates approval workflows, data validations, and notifications based on transaction triggers. Application Studio enables interface customizations using drag-and-drop tools to add fields and modify forms within the ERP environment. Automation Studio automates workflows, reporting processes, and data processing tasks that improve accuracy and efficiency. Our technical team uses these native Epicor tools to deliver customizations that remain compatible with future platform upgrades. Custom workflows integrate directly into module interfaces so staff work within familiar screens rather than switching between applications.
Workflow Analysis Process
Before customizing any module, we document how information currently moves through your organization. Discovery sessions with department stakeholders reveal bottlenecks where manual processes slow operations or where data accuracy suffers from re-keying between systems. We analyze business workflows to identify specific pain points that customization can address. This analysis distinguishes between process inefficiencies that configuration solves and those requiring custom development. Companies benefit from understanding where standard Epicor features already address their needs versus where customization provides measurable improvement in speed, accuracy, or decision-making capability.
Service Coverage Options
Located at 1 Mid America Plaza, 3rd Floor, Suite 300, Oakbrook Terrace, IL 60181, we serve existing Epicor customers throughout the United States and Canada. Most customization work occurs remotely through screen sharing and collaborative documentation, allowing efficient project execution regardless of your location. Our Chicago and Dallas offices provide in-person consultation when workflow discussions benefit from on-site observation of operations. Certified Epicor Service Partner status gives us access to technical resources and support channels that help resolve complex customization challenges. We recommend scheduling initial consultation calls early in your customization planning to discuss specific workflow requirements and confirm project feasibility.
Conclusion
Epicforce Tech delivers effective Epicor module customization for companies across the United States and Canada through workflow-focused analysis that identifies genuine improvement opportunities, customization tools that maintain upgrade compatibility, remote implementation with regional office support, and training that ensures staff can operate modified workflows confidently after deployment.
Ready to explore how module customization addresses your workflow challenges? 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 work with native Epicor tools, including BPM for workflow automation, BAQ for custom reporting, Application Studio for interface modifications, and Automation Studio for automated data processing. This approach maintains compatibility with platform upgrades.
Which modules can be customized?
We customize modules across manufacturing, finance, supply chain, distribution, and other Epicor Kinetic functional areas based on documented workflow requirements and business objectives.
How do customizations affect upgrades?
Customizations built with Epicor’s native tools typically transition smoothly during platform upgrades. We document all modifications and test compatibility before implementing new Epicor versions.
Do you provide training afterward?
Yes, training covers both standard module operation and customized workflow elements. We offer remote and on-site training options with detailed materials for ongoing reference.