The shift from traditional, on-premise ERP systems to modern cloud-based platforms isn’t just a tech trend—it’s a strategic move toward agility, scalability, and cost efficiency. For businesses running Epicor® ERP, migrating to the cloud offers real advantages: real-time access, reduced infrastructure costs, easier updates, and improved security.
But this transition is far from simple.
Migrating from on-prem to the Epicor® Cloud involves planning, data preparation, environment setup, process realignment, testing, and training. Done incorrectly, it can lead to delays, data loss, or business disruption.
That’s why organizations turn to Epicforce Tech.
With a deep understanding of Epicor® platforms and real-world business workflows, Epicforce Tech helps companies navigate the entire cloud migration journey—securely, efficiently, and without disrupting daily operations.
This blog explores what an Epicor® Cloud migration involves, common challenges, and how Epicforce Tech supports each step from planning to post-migration optimization.
Why Businesses Are Moving Epicor® to the Cloud
Cloud-based ERP platforms like Epicor® Kinetic in the Cloud deliver a wide range of benefits that on-prem systems struggle to match:
- Lower infrastructure and maintenance costs
- Faster deployment of updates and patches
- Anywhere, anytime access for distributed teams
- Better scalability as business needs evolve
- Enhanced data security and disaster recovery
- Built-in integrations and automation capabilities
However, realizing these benefits depends entirely on how well your migration is executed.
What Makes Epicor® Cloud Migration Complex?
Many organizations underestimate the scope of moving their Epicor® instance to the cloud. Here’s what can go wrong without expert planning:
- Incomplete or corrupt data transfers
- Misaligned business processes post-migration
- Customizations that break in the new environment
- Security risks during data transition
- Lack of team readiness due to insufficient training
- Downtime or operational disruptions during cutover
That’s where Epicforce Tech’s structured approach makes all the difference.
How Epicforce Tech Supports Your Epicor® Cloud Migration
Let’s break down each stage of the Epicor® Cloud migration journey and how Epicforce Tech ensures your success at every step.
1. Pre-Migration Discovery and Readiness Assessment
Before migrating a single byte of data, Epicforce Tech begins with a deep discovery phase.
We assess:
- Your current Epicor® version and infrastructure
- Customizations, BPMs, BAQs, and third-party integrations
- Database structure and data volume
- Internal team readiness and user roles
- Licensing and module usage
We also identify potential blockers like unsupported customizations or outdated reports.
Output: A full readiness report and a tailored migration roadmap.
2. Strategic Planning and Timeline Alignment
Every business has different timing constraints—quarter-end closures, audits, or seasonal demand spikes.
Epicforce Tech creates a migration strategy that aligns with your business calendar, ensuring minimal disruption.
We define:
- Migration scope and timeline
- Resource allocation
- Go/no-go decision points
- Rollback strategy (just in case)
You get a clear, risk-managed plan before we move forward.
3. Data Preparation and Cleansing
Cloud migrations aren’t just about moving data—they’re about moving clean, accurate, and usable data.
Epicforce Tech helps you:
- Archive obsolete records
- Remove duplicates
- Re-map outdated fields
- Align UOMs, customers, parts, and vendors
- Ensure data structure compatibility with Epicor® Cloud
We conduct pre-migration validations to ensure data health and integrity.
4. Environment Setup and Customization Mapping
Cloud environments have different architecture and constraints compared to on-prem setups.
Epicforce Tech ensures:
- Custom BPMs, dashboards, and reports are compatible with the cloud
- Security groups and user roles are correctly migrated
- Uplift strategies are applied for deprecated functions
- Any required re-engineering is scoped and documented
We work closely with your team to rebuild only what adds value in the cloud.
5. Full-System Migration and Testing
Once the data and custom components are mapped and validated, we execute the migration in a controlled environment.
This includes:
- Database export and transformation
- Cloud environment provisioning
- System and integration testing
- Regression testing for key business workflows
- User Acceptance Testing (UAT) with internal teams
Epicforce Tech manages version control and maintains backups at every stage for rollback safety.
6. Team Training and Change Management
One of the most common reasons cloud ERP projects fail? People aren’t ready.
Epicforce Tech includes training as a core part of every migration.
We provide:
- Role-based training for end-users and admins
- Updated documentation and SOPs
- Hands-on workshops to explore the new UI and features
- Q&A sessions and follow-up support
Our goal is to ensure your team is confident—not confused—on day one in the cloud.
7. Go-Live Support and Post-Migration Optimization
Going live is just the beginning. The real value lies in how well your team adapts, how your system performs, and how quickly you resolve issues.
Epicforce Tech provides:
- Go-live monitoring and performance tuning
- Report re-mapping and KPI dashboard alignment
- Customization enhancements and module optimization
- Issue resolution and ongoing advisory
We stick with you after launch to ensure continuous improvement.
Real Benefits Our Clients Experience with Epicor® Cloud Migration
Here’s what companies gain when they work with Epicforce Tech for their Epicor® Cloud migration:
| Benefit | Outcome |
|---|---|
| Reduced IT infrastructure costs | Up to 35% lower operating expenses |
| Improved system reliability | 99.9% uptime with real-time access |
| Faster month-end reporting | Reports run 40% faster in optimized cloud |
| Stronger data security | Built-in compliance and backup tools |
| Quicker innovation | Easier rollout of new features and integrations |
Common Questions About Epicor® Cloud Migration
Q: Will we lose any data or customizations during migration?
A: Not with Epicforce Tech. We map, validate, and test each element to ensure a safe and complete transition.
Q: What if we’re using an older version of Epicor®?
A: We support migrations from legacy versions and include uplift planning where necessary.
Q: Can you train our team before go-live?
A: Yes—training is a core part of every migration project we deliver.
Conclusion: Migrate to the Epicor® Cloud with Confidence—Backed by Epicforce Tech
Moving from an on-premise Epicor® environment to the cloud isn’t just about technology—it’s about transforming how your business operates.
With the right partner, it can be smooth, secure, and value-driven.
Epicforce Tech brings the expertise, methodology, and ongoing support you need to make that transition without risk or rework. From planning and data migration to training and optimization, we make sure your move to the Epicor® Cloud delivers results—today and long into the future.
Ready to start your Epicor® Cloud migration journey?
Let Epicforce Tech guide you every step of the way.
Email: info@epicforcetech.com
Call: (888) 280-5585
Visit: epicforcetech.com
Read More:
Why Epicforce Tech is Your Best Partner for Epicor® ERP Upgrades & Migration
Epicor Migration: A Step-by-Step Guide to Achieving a Smooth Transition
Epicor Migration: A Comprehensive Guide for a Seamless Transition