Enterprise Resource Planning (ERP) systems like Epicor are designed to streamline operations, reduce costs, and increase business efficiency. But when workflows break down or performance starts to lag, your ERP can become more of a liability than an asset.
Often, companies delay bringing in expert help until things reach a breaking point. However, knowing when to engage Epicor consultants can save time, money, and prevent long-term damage. At Epicforce Tech, we’ve helped dozens of organizations course-correct early—before issues escalated into costly problems.
This blog highlights the top signs it’s time to call in Epicor consulting support and how expert intervention can prevent downstream issues across your business.
1. You’re Still Using Default Configurations
Epicor provides a broad foundation, but its true value comes from tailoring it to your business. If you are still using out-of-the-box settings months after go-live, you’re likely working around limitations instead of solving them.
Why This Costs You:
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Inefficient user workflows
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Manual workarounds that introduce error
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Poor alignment with business processes
Epicor consultants help identify which areas need adjustment to better match your operations—whether it’s modules, dashboards, fields, or automated processes.
2. Reports Are Inaccurate or Delayed
Are your team members questioning the accuracy of your sales, inventory, or production reports? If yes, your ERP is no longer a source of truth.
Warning signs include:
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Inconsistent numbers across reports
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Manual data exports to Excel
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Reports that take too long to load or refresh
At Epicforce Tech, our consultants specialize in fixing underlying BAQ issues, optimizing joins, and streamlining report delivery to ensure decision-makers can trust and act on the data.
3. Your Business Has Changed, But Epicor Hasn’t
Your ERP must evolve as your business evolves. Whether you’ve entered new markets, added new products, or restructured teams, Epicor needs to reflect these shifts.
Risks of not updating Epicor:
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Workflow misalignments
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Security gaps from improper role settings
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New departments or locations excluded from system logic
Epicor consultants can reconfigure modules, update security roles, and redesign processes so your ERP stays aligned with your current business model.
4. Data Entry Takes Too Long (or Gets Repeated)
If your team is entering the same data into multiple modules or systems, it’s a red flag. Manual duplication not only wastes time but increases the chance of error.
Common indicators:
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Re-keying the same customer or part info
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Spreadsheets used to bridge data gaps
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Users relying on memory to know where to update fields
An Epicor consultant from Epicforce Tech can automate these workflows, identify integration points, and recommend smart data flow structures to eliminate redundancies.
5. Users Constantly Submit Support Requests
When users don’t understand how the system works—or worse, don’t trust it—they create constant pressure on IT and supervisors.
Indicators include:
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Frequent tickets about the same screens or processes
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Long training cycles for new employees
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High reliance on workarounds
Epicor consultants can streamline user roles, improve UI elements, and develop better documentation to help users become self-sufficient.
6. Customizations Are Slowing You Down
While customizations can enhance Epicor, they often become liabilities when not maintained properly. Legacy scripts, unsupported logic, or undocumented changes can lead to outages and errors especially during upgrades.
Watch for these signs:
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Custom code that only one person understands
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Delays during system updates
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Unexpected behaviors in forms or transactions
Our consultants can evaluate whether a customization is still necessary, refactor it for performance, or replace it with a cleaner BPM or native functionality.
7. You’re Preparing for an Upgrade (or Just Completed One)
Upgrades are prime opportunities for cleanup—but they also reveal system weaknesses. If your last upgrade led to broken reports or frustrated users, something was missed.
Consultants can help with:
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Pre-upgrade health checks
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Retesting BAQs, dashboards, and BPMs
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Updating obsolete integrations
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Optimizing for new features
Epicforce Tech often partners with clients before, during, and after upgrades to ensure a seamless transition with minimal disruption.
8. New Modules Are Not Fully Adopted
Purchasing a new Epicor module is only the beginning. If adoption is low or inconsistent, the ROI is never realized.
Symptoms include:
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Users still relying on spreadsheets
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Unused dashboards or reports
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One department using a module, but others avoid it
Our Epicor consultants assess module readiness, user engagement, and training gaps to ensure each part of the system adds value.
9. Integration Issues Between Systems
Epicor often coexists with CRMs, e-commerce platforms, shop floor systems, and financial software. If data flow is inconsistent or unreliable, it creates misalignment across teams.
Common challenges:
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Delays in syncing orders or inventory
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Duplicate customer records
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Mismatched data between systems
Epicforce Tech helps architect, test, and maintain integrations so that your ERP remains the central source of truth without manual intervention.
10. Leadership Is Losing Confidence in the System
Perhaps the most serious warning sign is when executives begin questioning whether Epicor is the right system. In nearly every case, the problem isn’t the software it’s how it’s configured and used.
How this shows up:
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Leadership asks for shadow reporting
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Strategic decisions happen outside the ERP
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Discussions begin about replacing Epicor
Epicor consultants bring outside perspective and expertise to restore confidence, streamline operations, and show results quickly.
What Epicor Consultants Actually Do
Epicor consulting goes far beyond technical support. It involves:
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Business process mapping and optimization
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System configuration audits
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Data migration and validation
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Reporting and dashboard development
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End-user training and change management
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Upgrade planning and post-upgrade tuning
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Role-based access and security design
At Epicforce Tech, our consultants combine functional knowledge with technical expertise to deliver outcomes that drive business success—not just system fixes.
Final Thoughts
If any of the issues above sound familiar, it may be time to bring in experienced Epicor consultants. Waiting too long can turn small inefficiencies into major operational problems. The sooner issues are addressed, the easier they are to fix—and the less they cost.
At Epicforce Tech, we help organizations get back on track by aligning their ERP systems with their actual business needs. Whether you need a full system review or targeted support, our consulting team is ready to help.
Ready to Talk?
If you’re seeing signs that your Epicor environment is no longer supporting your growth or operations effectively, we’re here to help.
Email: info@epicforcetech.com
Phone: (888) 280-5585
Website: epicforcetech.com