Implementing Epicor® Kinetic is a smart step toward digital transformation, but the real value doesn't lie in the software alone—it lies in how you use it, customize it, and continuously improve it. Many organizations invest in ERP systems expecting major efficiency gains and ROI, but fall short of expectations due to performance bottlenecks, underutilized features, or poor user adoption.
That’s where Epicforce Tech steps in—not as a reseller or tool provider, but as your optimization partner. Our team of Epicor® consultants, engineers, and trainers help you identify performance gaps, streamline processes, and tailor the system to fit your exact business needs.
This blog explores how to unlock the full ROI potential of Epicor® Kinetic through performance optimization—powered by Epicforce Tech’s specialized services.
Why Epicor® Kinetic ROI Doesn’t Happen Automatically
Epicor® Kinetic offers powerful capabilities: cloud-first design, low-code customization, real-time dashboards, and modular ERP features. However, without strategic planning and expert configuration, even the best systems can fall short.
Common challenges include:
- Slow system response times
- Delayed reporting and analytics
- Inefficient workflows that don’t match how teams work
- Underused modules or features
- Limited training and user support
- Lack of continuous improvement after go-live
???? According to ERP Focus, up to 45% of ERP implementations fail to achieve expected ROI due to poor optimization and training.
Simply put, software alone won’t solve problems. Performance comes from the combination of the platform and the people who tailor it to your business. That’s why Epicforce Tech’s expertise is critical to your post-implementation success.
Epicforce Tech’s Approach to Epicor® Kinetic Performance Optimization
At Epicforce Tech, we follow a structured, consultative approach to help clients maximize ROI by optimizing Epicor® Kinetic at every level—from user experience to backend performance.
✅ 1. Performance Assessment and Benchmarking
We begin with a detailed technical and operational review of your current system performance:
- Server and cloud performance audits
- Application speed testing
- Process load monitoring
- Reporting and dashboard load times
- User experience reviews and complaint analysis
Our goal is to benchmark your current state and identify performance gaps across infrastructure, configuration, and user behavior.
✅ 2. Customizing Workflows for Efficiency
Many Epicor® users operate with out-of-the-box configurations that don’t match real-world processes.
Epicforce Tech consultants analyze:
- Sales order processing time
- Inventory management cycles
- Purchase order approval flows
- Production scheduling bottlenecks
- Financial close routines
We then reconfigure or rebuild workflows using Epicor® tools like BPM, BAQ, and low-code canvas apps—ensuring your system works the way you work.
✅ 3. Database and Query Optimization
Slow dashboards and lagging reports are often caused by inefficient queries or unoptimized data models.
We help by:
- Reviewing and optimizing BAQ queries
- Refactoring subqueries and joins
- Indexing databases for faster load
- Consolidating fragmented data structures
- Automating data refreshes with minimal resource usage
???? Result: Faster insights, more reliable reporting, and better decision-making.
✅ 4. Custom Dashboards and Role-Based UX Improvements
Generic dashboards slow down users by overwhelming them with irrelevant data. We build:
- Role-based dashboards tailored for each department
- Interactive KPIs for real-time decision-making
- Drill-down capabilities for managers and analysts
- Mobile-friendly views for field and remote users
Our custom dashboards reduce cognitive load and increase productivity by 20–30%, especially for high-frequency users.
✅ 5. System Training & Adoption Support
No matter how well Epicor® is configured, poor user understanding can kill ROI.
That’s why Epicforce Tech provides customized training programs, including:
- Department-specific user guides
- Hands-on workshops with real transactions
- Post-go-live refresher sessions
- Train-the-trainer enablement
- Video walkthroughs and internal help libraries
???? Clients report up to 40% higher user adoption when training is customized and aligned to real tasks.
✅ 6. Real-Time Reporting and BI Integration
Your ERP data is only valuable if it's actionable. We help clients connect Epicor® Kinetic to:
- Power BI and other visualization tools
- Custom report builders
- Scheduled and on-demand reporting engines
- Alerts for key threshold breaches (e.g., low inventory, delayed shipments)
We ensure your reporting is real-time, relevant, and reliable—without requiring users to chase down data manually.
✅ 7. Epicor® Kinetic Cloud Performance Tuning
For cloud deployments, we offer additional optimization services:
- Monitoring and tuning cloud resource usage
- Improving load time and data sync
- Securing API endpoints
- Optimizing cross-module integrations
- Automating nightly batch processing
Whether you're on Epicor® SaaS or hybrid, Epicforce Tech ensures your cloud ERP runs lean and fast.
✅ 8. Continuous Improvement Support
Epicor® performance isn't a one-time fix—it’s an ongoing journey. That’s why we offer:
- Monthly or quarterly performance check-ins
- Roadmap planning and update consulting
- Support for new module rollouts
- Optimization as your data, users, and processes grow
Real-World Success: Optimization in Action
A mid-size manufacturer using Epicor® Kinetic faced slow financial reporting and poor dashboard performance. Epicforce Tech performed:
- A full system audit
- Optimization of 12 BAQ reports
- Rebuilding of Finance and Inventory dashboards
- Role-specific training for accounting and warehouse staff
- Custom alerts for order exceptions and overdue POs
Result within 60 days:
✅ Financial close time reduced by 40%
✅ Dashboards loaded 3x faster
✅ 30% increase in adoption of newly optimized modules
Signs You Need Epicor® Performance Optimization
- Users complain about “slow screens”
- Dashboards take more than 5–7 seconds to load
- You’ve implemented Epicor® but haven’t tuned it post-launch
- Certain modules go unused or have high error rates
- Reports are built outside of Epicor® due to limitations
If any of these apply, it’s time to review your system with a performance lens.
What Epicforce Tech Brings to the Table
| Service Area | What We Offer |
|---|---|
| Performance Audits | Full analysis of ERP speed and stability |
| Workflow Optimization | Redesign processes using Epicor® tools |
| Dashboard Development | Custom, role-based reporting interfaces |
| Training & Support | Department-level enablement and guides |
| Cloud Tuning | Resource and integration optimization |
| BI Integration | Power BI and reporting enhancement |
| Post-Go-Live Optimization | Continuous tuning and feature support |
Conclusion: Your ERP Is Only as Powerful as It’s Optimized to Be
Epicor® Kinetic is a robust platform—but like any system, it needs expert tuning, ongoing improvements, and real-world alignment to deliver ROI.
Epicforce Tech is your dedicated partner in unlocking that value.
Through performance assessments, tailored configurations, smarter dashboards, and team-focused training, we help you go from functional to optimized—so your ERP becomes a driver of business performance, not just a backend tool.