Epicforce Tech Helps You Align Epicor ERP Customizations with Business KPIs

Epicforce Tech Helps You Align Epicor ERP Customizations with Business KPIs

Blog Article

Introduction: Customization Without Purpose Is Just Code

Epicor® ERP is a highly customizable platform, which is both its greatest strength and its biggest risk. While customizations can solve immediate process gaps, they can also introduce technical debt, reduce upgradeability, and disconnect the system from strategic business goals.

The key to avoiding these pitfalls is clear: align every customization with measurable business outcomes.

That’s exactly what Epicforce Tech helps you do. In this blog, we’ll break down how our team ensures your Epicor ERP customizations directly support your business KPIs—so you're not just building features, you're building value.

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The Problem: Customizations That Don’t Connect to KPIs

Many Epicor environments suffer from customization overload. Over time, teams introduce:

• One-off features that solve local problems but don’t scale

• Workarounds that replace best practices

• UI changes that confuse users across roles

• Code-heavy solutions for things Epicor already supports

Without KPI alignment, these customizations:

• Bloat the system

• Slow down upgrades

• Break under new business conditions

• Fail to deliver ROI

Epicforce Tech helps clients take a more strategic approach.

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What Does “KPI-Aligned Customization” Mean?

It means every enhancement to your Epicor system is:

Rooted in business value
Tied to measurable outcomes
Supported by executive priorities
Able to be tracked for performance over time

Instead of asking “Can we customize this?” we ask:
“Will this help us improve a critical metric?”

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Epicforce Tech’s Customization Alignment Framework

We use a five-step framework to ensure Epicor ERP enhancements drive business performance.

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Step 1: Clarify Business KPIs by Role and Department

We work with your leadership team and functional heads to define:

• Top-level KPIs (e.g., inventory turns, on-time delivery, cash-to-order cycle)

• Supporting operational metrics (e.g., pick accuracy, approval cycle time)

• Ownership and visibility for each metric

Example: A CFO may track DSO (Days Sales Outstanding), while an operations manager monitors job cost variance. Each may require a different set of ERP data points and workflows.

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Step 2: Audit Existing Customizations

Next, we map every existing customization to a business process, asking:

• Why was this created?

• Who uses it today?

• Does it support any tracked KPI?

• Is there a standard Epicor feature that could replace it?

We flag unused or misaligned customizations and identify optimization opportunities.

Outcome: A full list of valuable, redundant, and risky customizations—ready for strategic review.

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Step 3: Redesign or Rebuild for Impact

For high-priority KPIs, we help you:

• Improve existing workflows with better UI/UX

• Create alerts or validations that enforce best practices

• Replace brittle customizations with BPMs or configuration

• Build reports or dashboards that visualize performance in real time

Every enhancement is designed to close a performance gap, not just a technical one.

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Step 4: Connect Customizations to Reporting and BI

What’s the point of automation if you can’t measure its effect?

Epicforce Tech ensures all relevant enhancements:

• Feed into BAQs and KPIs

• Are visible on executive dashboards

• Trigger alerts or escalations when thresholds are breached

• Support forecasting or audit processes

Example: If you add a customization to enforce order review, we help you measure how it reduces order errors or returns.

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Step 5: Track, Iterate, and Decommission Wisely

As your business evolves, so should your ERP system. We provide:

• Usage analytics for custom forms, reports, and BPMs

• Recommendations for consolidation or retirement

• Change control processes tied to business objectives

• Continuous alignment between IT and department leads

Customization is no longer ad hoc—it’s part of your operational strategy.

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Examples of KPI-Aligned Customizations We Implement

Each use case links directly to a metric your business already tracks—boosting relevance and ROI.

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Case Study: Reducing Order Entry Errors Through Customization

Client: A specialty manufacturer
Problem: Frequent errors in part selection during sales order entry
Goal KPI: Reduce order revisions by 50% within 3 months
Solution by Epicforce Tech:

• Implemented dropdown filters based on product category

• Added BPM validations for pricing and availability

• Built a report to track order changes and reasons

Outcome: 58% reduction in revisions, faster fulfillment, and improved order accuracy score.

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Why Growing Manufacturers Choose Epicforce Tech

Epicor Customization Experts: Deep experience across modules, industries, and tech stacks
KPI-First Mindset: Everything we build supports a business goal
Lean, Maintainable Code: We use native tools when possible and minimize tech debt
Stakeholder Collaboration: We engage users early and ensure adoption
Long-Term Partnership: We help evolve your ERP with your business—not just patch problems

We don’t just deliver features—we drive performance.

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Signs You Need Customization Realignment

If you’re seeing any of these, it’s time to take action:

• Customizations that no one can explain

• Reports that don’t match real-world outcomes

• Difficulty upgrading due to unsupported code

• Workarounds that bypass Epicor features

• Low visibility into KPI performance

Epicforce Tech helps you bring order, insight, and alignment back into your ERP experience.

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Final Thoughts: Customization That Drives Business Value

When Epicor customizations are intentional, measurable, and aligned with KPIs, they don’t just support operations—they accelerate business growth.

Epicforce Tech brings a unique combination of technical depth and business acumen to ensure every ERP enhancement fuels your strategic objectives.

Let us help you realign your Epicor ERP with the metrics that matter most.

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Let’s Customize with Purpose, Not Just Code

Looking to align your Epicor customizations with real business outcomes? Connect with Epicforce Tech today to review your current environment and build a roadmap that delivers measurable ROI.

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