Epicor Users: Do You Know The Daily Pulse of Your Business?
One of the common mistakes organizations make is they don’t use the tools they have at their disposal. This may be referring to people, strategies, or in most cases the technology. An ERP system is a large investment for any business in both expense and time it takes to implement properly. Once the system is in place, it is a common for organizations to not demand the most out of it. Sure, there is a learning curve with a new ERP or even with a new version of the software. But once the initial training is over and using the system has become part of your daily work life, this is the best time to evaluate if you are maximizing your investment.
As an ERP Consultant, one of the areas we see organizations struggle is in the output of the information from their ERP system. You have all departments from your business imputing information into your ERP system and creating a central depository for data. As an Executive, are you able to use this information and get a daily snapshop of your business? With the release of Epicor 10, dashboards have become an important feature that users are starting to understand and use within their organizations. Dashboards are a great start in understanding what information you need to see at a snapshot in order to make quick decisions and what information you don’t need at your fingertips. Dashboards, just like when you get comfortable using your ERP system, are a great tool but you need to understand what more you need in order to be the most effective.
2W Tech’s Gauges for Epicor product powered by BrightGauge is designed to help Executives get a snapshot of their business in one central place. Designed for use with Epicor 10, this agent uses your SQL database to provide the custom analytics needed to meet the demands of your business. Dashboards display the Key Performance Indicators (KPI) that are important to your organization with the ability to drill down into the details. You choose the frequency at which your data is refreshed. You can control the access to your data and customize the dashboards based on your needs. We developed this product because of the amount of Epicor 10 clients we have that were looking to get more out of the dashboard functionality that they were using. The Gauge Builder puts the power to slice and dice your data into your hands, bringing in the data you need and then the gauge builder allows you to customize the gauge to your needs. Once the gauge has been filtered down and customized to your needs, you don’t have to update it again
2W Tech’s Gauges for Epicor was designed to help you identify problems that you may not be aware of.
- What is our Customer of Time Delivery?
- How do sales compare to budget?
- What is Profitability by Customer – Product line – Part?
- What is the status of our Accounts Receivable?
- What is our Productivity by Department – Work Center – Resource – Employee?
You will be able to display gauges on monitors throughout your office and plant. Your dashboards will rapidly sync to allow you to have the key information you need at your fingertips. You will have the ability to distribute dashboards to individuals, teams, or even your clients. The dashboards are web based, allowing you to display on any device and will re-size to fit the screen resolution, so good for even mobile phones. The advanced analytics features gives you the ability to mash up multiple data sources so you can see the information across platforms, set thresholds for gauges to change color, advanced formatting, calculated fields and manage user permissions. The reporting allows you to select the metrics most important to you to share with your team. You can group the data to filter for a particular team member, set of customers, or the entire team. And this lets you deliver the metrics automatically via email avoiding the need for them to log in.
If you are an Epicor 10 user, you are probably already seeing some of the benefits dashboards offer you. Contact 2W Tech today and see how we can help you maximize dashboard functionality and discuss if Gauges for Epicor might be a solution that can help your organization take efficiency to the next level. If you are an Epicor user that is not yet running version 10 or need help understanding dashboards, we can help discuss a plan to get your business there. 2W Tech is a certified Epicor ERP partner.