CUSTOMIZED TRAINING PROGRAMS BY EPICFORCE TECH FOR EPICOR® END USERS

Customized Training Programs by Epicforce Tech for Epicor® End Users

Customized Training Programs by Epicforce Tech for Epicor® End Users

Blog Article

Introduction: ERP Training Is Not One-Size-Fits-All

When organizations implement Epicor®, the technical configuration often takes center stage—dashboards, modules, permissions, and data structures. But once the system goes live, there's one critical factor that determines adoption, accuracy, and long-term ROI: end-user training.

Unfortunately, most training programs fall short. They offer generic walkthroughs, static documents, or brief sessions that barely scratch the surface. Users leave confused, workflows remain unclear, and productivity suffers.

That’s where Epicforce Tech comes in. We believe that Epicor® training should be role-based, scenario-driven, and tailored to the unique needs of each business. Our customized training programs empower end users to not only use Epicor®—but to use it with clarity, confidence, and consistency.

This blog walks you through how we design, deliver, and optimize Epicor® training experiences that actually work—whether you’re a manufacturer, distributor, or service-based organization.

Section 1: Why Generic Training Doesn’t Work for Epicor®

Epicor® is a powerful ERP system, but that power comes with complexity. Different departments, job roles, and workflows all require different functionality. One-size-fits-all training simply can’t cover that range.

Common pitfalls of traditional training:

  • Too much theory, not enough practical use

  • Focused on features instead of processes

  • Lacks context for the user’s actual job

  • No reinforcement or follow-up

  • Poor documentation that gets ignored

The result?
Users feel overwhelmed or underprepared. Some avoid using the system altogether, while others develop their own workarounds—creating data inconsistency and process breakdowns.

Section 2: The Epicforce Tech Approach to End-User Training

Our training philosophy is simple: Train people to do their jobs, not just use the software.

We deliver fully customized programs that are:

  • Role-based (specific to the user’s day-to-day responsibilities)

  • Process-aligned (mapped to your actual workflows)

  • Interactive and hands-on

  • Supported by documentation and reinforcement

  • Built for long-term scalability

Section 3: Our Training Program Framework

We’ve developed a five-phase framework to ensure Epicor® end-user training is impactful and enduring.

Phase 1: Training Needs Assessment

Before we begin building any content, we start by understanding your business, your team, and how Epicor® is being used.

We identify:

  • Department-specific workflows

  • Key roles and responsibilities

  • Epicor® modules in use by each team

  • Common mistakes, confusion points, or inefficiencies

  • Reporting needs by department or individual

This ensures we’re not just repeating the manual—we’re addressing real gaps and goals.

Phase 2: Custom Curriculum Design

Once we’ve defined the audience and use cases, we design a curriculum tailored to your system and structure.

Curriculum elements include:

  • Task-based learning (e.g., creating POs, posting invoices, scheduling jobs)

  • Process alignment (following how tasks flow across departments)

  • Role-specific modules (finance, sales, purchasing, shop floor, etc.)

  • User levels (basic, intermediate, power users)

  • Reporting training (dashboards, BAQs, SSRS, data entry best practices)

All training materials reflect your actual Epicor® setup, not a sandbox or sample database.

Phase 3: Training Delivery

We offer multiple training formats depending on your team’s structure and preferences:

  • Live instructor-led sessions (in-person or virtual)

  • Recorded modules for asynchronous learning

  • Interactive demos using your production or staging environment

  • Department-based group sessions

  • 1:1 coaching for high-impact roles

Every session includes exercises, Q&A, and real-world examples.

Phase 4: Documentation & Reinforcement

Training doesn’t end with a class. We deliver documentation designed for real users—not developers or admins.

We provide:

  • Step-by-step SOPs with screenshots

  • Task cheat sheets and quick guides

  • Video recordings of each session

  • FAQ handouts based on user feedback

  • Troubleshooting flows for common issues

This reduces internal support tickets and builds confidence over time.

Phase 5: Post-Training Support & Optimization

After training, we stay engaged to make sure adoption sticks.

Ongoing support includes:

  • Feedback collection and refinement

  • Usage monitoring (are users using what they learned?)

  • Follow-up sessions for new hires or refresher courses

  • Role changes and upskilling support

  • Quarterly reviews for continuous improvement

Section 4: Role-Specific Training Examples

To illustrate how tailored our training is, here are examples of how we train various roles within Epicor®:

Purchasing Manager

  • How to generate POs based on MRP suggestions

  • Vendor performance tracking

  • Approval workflows for large orders

  • Understanding cost rollups

Accounts Payable Clerk

  • Invoice entry and matching

  • Payment processing

  • Reporting on aging and accruals

  • Month-end closing checklist

Production Scheduler

  • Using job scheduling boards

  • Handling constraints and exceptions

  • Rescheduling based on material availability

  • Generating WIP reports

Sales Rep

  • Entering and updating quotes

  • Managing order status

  • Generating customer-specific reports

  • Email templates and CRM integration

Each role receives a training track that mirrors how they’ll actually use the system every day.

Section 5: Why Epicforce Tech Training Makes a Difference

We don’t just teach users how to click—we show them how to succeed.

Our training delivers:

  • Faster adoption across departments

  • Increased data accuracy

  • Better system utilization

  • Lower support burden on IT teams

  • Higher confidence among staff

  • Clear ROI on ERP investment

And because we design our programs around your actual system configuration and business processes, the results last well beyond launch.

Section 6: What About New Hires or Changing Roles?

Epicor® success isn’t a one-time event. New people join the team, roles change, and workflows evolve.

That’s why we build scalable, repeatable training frameworks that support:

  • New employee onboarding

  • Departmental cross-training

  • Promotions and upskilling

  • Internal system champions

You’ll have a clear path to enable new users without starting from scratch.

Section 7: Epicor® Training for Remote or Distributed Teams

Many companies now operate across multiple locations or with hybrid teams. We’ve adapted our delivery to suit these environments with:

  • Cloud-based training portals

  • Self-paced video modules

  • Recorded demos tailored to each user group

  • Interactive quizzes and feedback forms

  • Live Q&A office hours via Zoom or Teams

This ensures consistent, quality training—wherever your users are.

Section 8: Real Results from Epicforce Tech Training Programs

Client: Mid-size manufacturing firm with 4 plants across the U.S.
System: Epicor® Kinetic, implemented but underused by shop floor teams

Challenges:

  • Low system adoption among line staff

  • Incorrect production entries and routing

  • Confusion around job scheduling

What We Did:

  • Conducted workshops at each plant

  • Created visual SOPs in English and Spanish

  • Ran on-site and remote hands-on sessions

  • Provided QR-code access to digital training guides

Results:

  • 80% reduction in routing errors

  • 40% increase in daily system usage

  • Improved accountability and faster production tracking

  • Reduced training time for new hires by 60%

Section 9: When Should You Invest in Custom Training?

If your company is:

  • About to go live with Epicor®

  • Migrating to a new version (like Epicor® Kinetic)

  • Rolling out new modules

  • Struggling with adoption or user errors

  • Experiencing reporting or data inconsistencies

  • Onboarding new teams or locations

Then now is the right time to invest in customized training.

CTA: Get More from Epicor® by Training the Right Way

ERP training shouldn’t be generic, overwhelming, or forgettable. It should be relevant, actionable, and built to empower your team from day one.

At Epicforce Tech, we specialize in delivering custom Epicor® training that drives real performance—whether you're launching the system for the first time, expanding usage, or optimizing adoption.

???? Book a free training consultation: (888) 280-5585
???? Email: info@epicforcetech.com
???? Visit: www.epicforcetech.com

Conclusion: Why Epicforce Tech Is the Partner You Need for Epicor® Training

Epicor® is a powerful system—but only when your people know how to use it effectively. That’s where we come in.

At Epicforce Tech, we design training that meets your team where they are, gives them the tools they need, and grows with your organization. From finance to operations, shop floor to sales—we turn users into confident, capable contributors.

Because implementation is only half the job. The other half? Empowering your people. And that’s where Epicforce Tech delivers.

Report this page