Automation Strategies by Epicforce Tech Consultants

Introduction: Why Operational Efficiency Is No Longer Optional

In today’s highly competitive landscape, businesses are under constant pressure to do more with less—less time, less cost, and fewer errors. Operational efficiency is no longer a nice-to-have; it’s a strategic imperative. While many companies rely on Epicor® ERP to manage processes, few unlock its full potential without tailored automation strategies.

At Epicforce Tech, our Epicor® consultants specialize in operational automation that transforms fragmented workflows into streamlined systems. This blog explores actionable automation strategies that Epicforce Tech uses to help clients reduce waste, eliminate manual errors, and scale faster—with zero disruption to ongoing operations.

Section 1: What Is Operational Automation in an ERP Context?

Operational automation involves the use of ERP tools and logic to:

• Automate repetitive tasks

• Enforce business rules

• Connect cross-functional workflows

• Ensure compliance without constant oversight

In Epicor®, this can be implemented through tools such as:

• Business Process Management (BPM)

• Method Directives

• Data Directives

• Scheduled BAQs and Dashboards

• API and RPA integrations

The result is an ecosystem where data flows seamlessly, users are prompted only when needed, and decision-makers are empowered with real-time visibility.

Section 2: The Role of Epicforce Tech in ERP Automation

Automation doesn’t happen by turning on a feature—it requires strategic design, stakeholder alignment, and technical expertise. This is where Epicforce Tech consultants step in.

Our Approach Includes:

• Business process audits

• Mapping automation opportunities

• Designing logic and validations

• Creating workflows using Epicor® BPM

• Integrating third-party tools via APIs

• User training and adoption planning

By tailoring these solutions to your business needs, we ensure automation aligns with your goals—not just your software.

Section 3: Common Operational Challenges Solved by Automation

Here are some of the most frequent issues we help resolve:

3.1 Manual Data Entry and Duplication

Problem: Manual processes slow down operations and introduce human error.
Epicforce Tech Solution: Auto-populate fields, enforce input validation, and connect data between modules using BPM workflows.

3.2 Missed Approvals and Bottlenecks

Problem: Approvals that rely on emails or informal chats create delays.
Epicforce Tech Solution: Set up escalation rules, email alerts, and time-based BPM triggers to keep approvals flowing.

3.3 Poor Visibility Across Departments

Problem: Teams working in silos don’t have access to the same data.
Epicforce Tech Solution: Build shared dashboards and cross-module reports updated in real time.

3.4 Compliance Failures and Audit Risks

Problem: Lack of standardized processes leads to inconsistent data and non-compliance.
Epicforce Tech Solution: Enforce business rules using method directives and audit logging.

Section 4: Epicforce Tech’s Key Automation Strategies

4.1 Business Process Automation with Epicor® BPM

Our consultants develop intelligent BPM workflows that:

• Trigger based on data changes

• Guide users with conditional messaging

• Automatically create, update, or validate records

• Prevent process deviations before they start

This is the foundation of all process automation within Epicor®.

4.2 Real-Time Alerts and Notifications

Use Epicor®’s event engine to:

• Alert users of late shipments, expiring quotes, or unapproved orders

• Notify managers of pending tasks

• Create escalation rules that keep work on track

4.3 Conditional Approvals and Escalations

Implement multi-level approval paths based on thresholds (e.g., purchase value, project type), ensuring controls without slowing down the business.

4.4 Smart Scheduling and Task Automation

• Automate production schedules based on demand

• Schedule recurring reports and BAQs

• Eliminate manual hand-offs in inventory and shipping

4.5 Integration with External Systems

Through APIs and middleware, Epicforce Tech connects Epicor® to:

• E-commerce platforms

• CRM systems

• 3rd-party logistics providers

• IoT devices in production environments

This enables automated data synchronization and reduces duplicate efforts.

Section 5: Industry Use Cases and Results

Manufacturing: Reducing Downtime with Proactive Alerts

A client in automotive parts used Epicforce Tech’s BPM automation to track machine metrics. The system now alerts the maintenance team 2 hours before predicted failures—reducing unplanned downtime by 37%.

Distribution: Faster Order Processing

A wholesale distributor automated sales order approvals and inventory checks. Result: order fulfillment time dropped from 24 hours to under 4 hours.

Finance: Streamlining Invoice Approvals

We implemented conditional invoice workflows with digital approvals. The finance team now processes 30% more invoices each week, with full audit trails.

Section 6: Measuring the ROI of Automation

We track automation ROI in three key areas:

Clients working with Epicforce Tech have reported up to 50% faster cycle times and 60% fewer manual touchpoints within key workflows.

Section 7: Why Epicforce Tech Is the Right Partner

Unlike generic ERP providers or implementation partners, Epicforce Tech focuses specifically on automation outcomes. Our consultants combine Epicor® expertise with business process insight—ensuring each automation is purposeful, sustainable, and scalable.

What Sets Us Apart:

• Certified Epicor® consultants

• Industry-specific experience

• Transparent collaboration with internal teams

• Post-deployment support and optimization

Whether you’re in manufacturing, distribution, or services—our goal is to help you do more with less, while empowering your team through smart systems.

Conclusion: Automation That Moves Business Forward

Operational automation is no longer a luxury—it’s a competitive edge. The key is not just implementing Epicor® ERP, but unlocking its potential with strategic automation that serves your business goals.

 

With Epicforce Tech, you gain a consulting partner that understands both the platform and your operations. From concept to execution, our team ensures that your ERP drives efficiency, compliance, and scalability—without compromise.