Epicor® ERP Upgrades Made Easy with Epicforce Tech’s Training and Change Management Support
Epicor® ERP Upgrades Made Easy with Epicforce Tech’s Training and Change Management Support
Blog Article
Introduction: Why ERP Upgrades Are a Business Priority
Upgrading your Epicor® ERP system isn’t just a technical task—it’s a strategic opportunity. With each new version, Epicor® introduces better workflows, stronger analytics, and tighter integration capabilities. But to realize the full benefit, businesses must look beyond the upgrade itself and focus on how people use the system.
Too often, ERP upgrades happen in a vacuum: software gets installed, but users stay behind. That’s when confusion rises, data gets mishandled, and processes break down.
That’s where Epicforce Tech comes in.
We help organizations upgrade their Epicor® ERP system with confidence—combining robust change management with hands-on training that prepares every user to succeed from Day 1.
The Hidden Risks of Underprepared Epicor® ERP Upgrades
An upgrade might sound like an IT-only task, but failing to properly prepare your team can lead to costly ripple effects across the business.
Here’s what we typically see when upgrades are rushed or unstructured:
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Users revert to outdated habits, ignoring new functionality
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Reporting breaks due to changes in field mappings or dashboards
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Confusion spreads, leading to data entry errors and inconsistent workflows
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Productivity drops, as teams wait on IT for guidance or fixes
Upgrades aren’t just about code—they’re about continuity. If your users aren’t ready, your upgrade won’t succeed.
That’s why Epicforce Tech’s upgrade support always includes a structured training and communication plan to mitigate disruption and build momentum.
Where Most ERP Upgrade Projects Go Wrong
Even companies with experienced IT teams can run into trouble when planning Epicor® ERP upgrades. Why?
Because most projects underestimate the human side of change.
Common pitfalls include:
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Treating the upgrade as “just another patch”
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Assuming users will “figure it out”
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Ignoring the need for updated documentation
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Failing to test customizations or integrations
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Not aligning ERP changes with business goals
Epicforce Tech helps you avoid these missteps with a proven framework that prioritizes user readiness, data integrity, and business continuity.
How Epicforce Tech Simplifies Your Upgrade Path
Epicforce Tech starts every upgrade engagement with a strategic audit. We evaluate:
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Which modules are in use
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What customizations need rework
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What data mappings are affected
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What new features your business can leverage
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Where your current ERP usage is misaligned with best practices
From there, we build a step-by-step upgrade roadmap, tailored to your environment, including:
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Pre-upgrade assessment and compatibility checks
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Cleanup of unused fields, workflows, and reports
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Sandbox testing for all configurations
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Timeline planning for rollout
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Communication planning for all stakeholder levels
This approach ensures that when the technical upgrade goes live, your people are already prepared.
Training for Change: Preparing Users Before Go-Live
Epicor® ERP upgrades often come with new interfaces, updated workflows, or added functionality. Even subtle changes can cause confusion if users aren’t trained properly.
That’s why we embed training into every upgrade cycle.
With Epicforce Tech’s training programs, your team will:
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Learn what’s new (and what’s changed) in their daily workflows
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Understand how to use updated screens and dashboards
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Practice in a safe, sandboxed environment
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Receive role-based cheat sheets and documentation
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Participate in live walkthroughs, tailored to each department
This real-world, context-based training is what separates a functional upgrade from a successful one.
Epicforce Tech’s Change Management Approach
Technology change without people change is a recipe for failure. That’s why we pair our technical upgrade services with structured change management.
Here’s how Epicforce Tech supports your organization through the shift:
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Stakeholder alignment – We engage leadership early to define goals
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Communication plans – Clear messaging before, during, and after rollout
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Feedback loops – We gather user feedback to adjust training as needed
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User champions – We help identify internal champions to support peers
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Change impact mapping – We identify which roles are most affected and target them first
This ensures your people aren’t surprised—they’re supported, empowered, and ready.
Ensuring Long-Term Success After Your Upgrade
A smooth go-live is only part of the equation. Long-term ERP success requires continuous reinforcement.
After your Epicor® upgrade, Epicforce Tech stays engaged to ensure:
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Users are adopting features effectively
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Reports are functioning and delivering insights
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New hires are trained on the updated system
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Customizations are documented for IT and support teams
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System performance aligns with business KPIs
We also provide quarterly check-ins to review outcomes, collect feedback, and suggest further optimizations.
The goal isn’t just to upgrade your ERP. The goal is to upgrade your results.
Conclusion: Make Your Next Epicor® Upgrade Seamless
Epicor® ERP upgrades can deliver big gains—but only if they’re backed by a clear plan, informed users, and a support system that doesn’t stop after go-live.
With Epicforce Tech, you get more than a technical partner. You get a training, change management, and strategic enablement partner who makes upgrades easier and more impactful—every time.
Don’t let your next ERP upgrade become just another IT task.
Let’s make it a true business win.
Planning an upgrade? Let’s make it frictionless.
Partner with Epicforce Tech to train your team, manage the change, and ensure your Epicor® ERP upgrade delivers results—not disruptions.
Speak with an Epicor® consultant today: (888) 280-5585
Email us your upgrade goals: info@epicforcetech.com
Visit: https://epicforcetech.com to explore our ERP success framework.
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