Epicor Consultant

PracticalTek LLC. Independent Epicor ERP Consulting Team

Team Member 1: Jeremy Chance ******.******@****-***.*** 419-***-****

Role: Manager of ERP Technical Consulting Co-Owner

Specialization: Epicor ERP Customizations, Kinetic Development, Integrations, Fixes, Upgrades

Years of Experience: 14

Profile Summary

Experienced Epicor ERP technical consultant with deep expertise spanning from Epicor Kinetic to Epicor 10, 9, 8 and earlier. Highly skilled in building customized solutions for clients across various industries. Leads projects from beginning to end delivering seamless integration and optimal performance.

Core Skills

Epicor Customization & Development:

oApplication Studio: Customize Kinetic screens, build new Kinetic applications and dashboards (4+ years)

oAutomation Studio (Workato): Create complex API driven automations using Epicor BO methods and REST APIs within Workato’s low-code platform (1y)

oBusiness Process Management (BPM): Automating processes and customizing business rules (14y)

oC# Customizations: Screen customizations and custom functionalities to fit client needs (14y)

oEpicor Functions & Custom Modules: Tailoring Epicor’s base functionalities to client requirements (14y)

oService Connect: Automate processes and integrate 3rd party systems to Epicor (12 y)

Integration & REST API Solutions:

oUtilize REST APIs using various tools: Application Studio, Automation Studio, Functions Maintenance, C#, and Service Connect (4 – 12y)

oCloud-based integration and hybrid solutions (Epicor Cloud, Azure, AWS, Hybrid Solutions) (4y)

Technical Skills:

oProgramming: C#, .NET, ABL, SQL (14 y)

oEpicor Tools: Application Studio, Automation Studio (Workato), BPM Designer, Functions Maintenance, BAQ Designer, C# Solutions, Components, Widgets, Service Connect, and Product Configurator (14y)

oTraining: Experience training users in the field (10y)

oCloud Platforms: Azure, AWS, Epicor Cloud (4y)

Education

BA, The Ohio State University – 2008

Team Member 2: Jarrad Layne

Role: Senior ERP Technical Consultant

Specialization: Epicor ERP Customizations, Kinetic Development, Integrations, Fixes, Upgrades

Years of Experience: 12

Profile Summary

Highly proficient consultant with a focus on Kinetic Development and report writing. Highly skilled in building customized solutions for clients across various industries. Has worked in Kinetic since its release, and has developed in many other Epicor versions. Vast knowledge of database queries using Epicor tools or SQL, including financial reporting.

Core Skills

Epicor Customization & Development:

oApplication Studio: Customize Kinetic screens, create new Kinetic applications and Kinetic dashboards (4+ years)

oMicrosoft Report Builder: Customize existing Epicor ERP SSRS reports or build custom SSRS reports (8y)

oBusiness Process Management (BPM): Automating workflows and customizing business rules (12y)

oEpicor Functions & Custom Modules: Tailoring Epicor’s base functionalities to client requirements (10y)

oC# Customizations: Customize Epicor 10 or Epicor 9 screens to better fit client needs (12y)

oDashboard Designer: Build highly complex queries and dashboards (12y)

oDocSTAR (Epicor ECM): Basic working experience (1y)

SSRS Reports & Crystal Reports Solutions:

oFinancial SSRS Reports: Complex reports built for high level business decisions (10y)

oCloud Solutions: Cloud-based integration and hybrid solutions for report writing and label printing (Edge Agent, Bartender, Epicor Cloud, Azure, AWS, Hybrid Solutions) (4y)

oReal-Time Data Synchronization: Built external queries allowing for dataflow between Epicor ERP and other platforms. (12y)

oDatabase Structure: Vast understanding of Epicor ERP schema (12y)

Technical Skills:

oProgramming: SQL, T-SQL, C# (12y)

oEpicor Tools: Application Studio, BPM Designer (Studio), Dashboard Designer, BAQ Report Designer, Microsoft SSRS Report Builder, BAQ Designer (Studio), Functions Maintenance (12y)

oTraining: Specializes in client-facing technical instruction (8y)

oCloud Platforms: Azure, Epicor Cloud (4y)

Team Member 2: Jim Chance

Role: Manager of ERP Functional Consulting

Specialization: Epicor ERP Implementation, System Architecture

Years of Experience: 20+

Profile Summary

Specialized in configuring, optimizing, and implementing Epicor ERP solutions to align with client business needs. Expertise in Business Process Reengineering, Module Configuration, and User Adoption to ensure clients leverage the full potential of Epicor ERP across various business functions such as Production Management, Finance, Material Management, and Human Resources. Has lead over 30 upgrades and new installs of Epicor.

Core Skills

Epicor ERP Modules Expertise:

oManufacturing (MRP, MES, Job Entry, Time and Expense, Quality Assurance, Milestones)

oEngineering (Engineering Workbench, Method Tracker, Time Phased Inquiry)

oFinance (GL, AP, AR, Fixed Assets)

oSystem Setup (Company/Site Maintenance)

oSupply Chain (Inventory Management, Purchasing, Sales, Shipping & Receiving)

oSales (Order Management, Quote Management, Service Management, CRM)

Technical Knowledge:

oEpicor Customization (BAQs, Dashboards, Custom Reports)

oCloud Implementation (Epicor Cloud, Hybrid Solutions)

oKnowledge of API Integrations & Web Services

Functional Skills:

oBusiness Process Reengineering

oIT Strategy & System Design

oChange Management & User Training

oSpec Developer

Key Differentiators from Our Competition:

Each Team Member has Over a Decade of Experience:

Our Functional Team and Technical Team have been working in Epicor for well over a decade, and we’ve been working with Kinetic since it was first released in 2021. We know the software, functionality, best practices, and setup; it’s all we do.

Cross-Functional Expertise:

Our Functional Team and Technical Team collaborate closely to ensure that our clients’ business goals are fully aligned with system capabilities and client goals. This allows us to deliver customized and scalable Epicor ERP solutions that drive both operational efficiency and strategic growth.

Comprehensive Post-Implementation Support:

Both teams provide ongoing post-implementation support and system optimization, ensuring that clients can continuously leverage the full capabilities of their Epicor ERP systems.

Client-Centric Approach:

We prioritize product, processes, and procedures through client collaboration. Our teams work side by side with clients to ensure smooth transitions, training, and continuous improvement.

Team Contributions and Experience

Project Experience – Epicor ERP Technical & Functional Consulting

Implement Epicor ERP for companies such as Holtec International, resulting in quick ERP adoption and transition

Develop custom Kinetic layers to improve decision-making for senior management at GTR Manufacturing Corporation

Key Functional Achievements:

Epicor Finance and Manufacturing Implementations:

Implement Epicor's Finance and Manufacturing modules for multiple clients, reducing operational costs and streamlining production workflows

Supply Chain Optimization:

Maximize the use of Epicor tools for inventory management and purchasing. To improve cycle times and reduce inventory costs

Human Resources Digitization:

Led the configuration of Epicor HRMS, automating payroll processing and reducing manual HR tasks

End-to-End Implementation Projects:

Routinely lead Epicor ERP implementation projects effectively through analysis, system design, configuration, integration, testing, and go-live support

Key Technical Achievements:

Epicor Customization & Development:

Develop custom screens, tools, and workflows to automate complex business processes such as order processing, inventory management, and financial reporting

Kinetic Web UX:

Well versed in bringing a Classic Epicor screen to Kinetic, using Application Studio and other Kinetic tools

Cloud Migration & Hybrid Solutions:

Successfully migrated clients from on-premise Epicor ERP to the cloud, improving system scalability and reliability, and reducing infrastructure costs

Custom Reports & Dashboards:

Designed and deployed custom reporting solutions that enabled clients to have real-time insights into their financial performance, inventory status, and operational efficiency

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