EPICFORCE TECH’S BUSINESS PROCESS AUTOMATION EXPERTISE USING EPICOR BPMS

Epicforce Tech’s Business Process Automation Expertise Using Epicor BPMs

Epicforce Tech’s Business Process Automation Expertise Using Epicor BPMs

Blog Article

Introduction: From Manual to Meaningful Work

In today’s competitive manufacturing and distribution environment, efficiency isn’t just about speed—it’s about eliminating unnecessary steps, errors, and delays. Business Process Automation (BPA) makes that possible, and within the Epicor® ERP ecosystem, the key enabler is Business Process Management (BPM).

Epicforce Tech helps organizations harness the full power of Epicor BPMs to automate repetitive tasks, enforce process controls, and ensure business rules are followed every time—without requiring custom code or manual intervention.

This article explores how Epicforce Tech uses Epicor BPMs to streamline operations, reduce risk, and drive measurable business impact.

What Are Epicor BPMs?

Epicor BPM (Business Process Management) is a built-in automation engine that allows businesses to:

  • Automate tasks and approvals

  • Enforce validations and business rules

  • Trigger alerts and actions based on data changes

  • Extend workflows without full custom development

It works by inserting logic into various Epicor events—like before or after saving a record, updating a field, or completing a transaction.

With the right strategy and implementation, BPMs help you do more with less.

Why Automate Business Processes?

Manual processes are not just inefficient—they’re risky. They:

  • Depend too heavily on human memory

  • Introduce variability and errors

  • Slow down response times

  • Cause compliance and audit issues

  • Lead to poor data quality and inconsistent outcomes

Automation, especially via Epicor BPMs, addresses these by embedding logic directly into your ERP system.

Epicforce Tech’s Proven Approach to Business Process Automation

Our approach to Epicor BPMs is built on practical experience, strategic alignment, and technical precision. Here’s how we implement automation successfully:

1. Process Discovery and Mapping

We begin by:

  • Interviewing key users across departments

  • Mapping out current-state workflows

  • Identifying pain points, bottlenecks, and inconsistencies

  • Aligning with compliance, audit, or operational goals

This helps us determine what should be automated—and why.

???? Example:
A manufacturer manually approves every vendor invoice—even under $500. We identify the inefficiency and recommend a BPM rule that auto-approves under-threshold invoices, saving time and reducing backlog.

2. Business Rule Design

We work with stakeholders to define:

  • Trigger conditions (e.g., record save, field change)

  • Validation criteria (e.g., missing data, policy mismatch)

  • Escalation paths (e.g., who gets notified if something’s wrong)

  • Exception handling (e.g., allow overrides with logging)

The goal is to codify your policies into your system—so they're followed 100% of the time.

3. Smart Implementation in Epicor BPM Designer

Our developers use Epicor’s BPM tools (Method and Data Directives) to:

  • Automate calculations

  • Restrict or allow user actions based on logic

  • Create approval workflows

  • Trigger automated emails or notifications

  • Write audit logs or exception flags

No external plugins. No unnecessary code. Just clean, scalable automation.

4. Testing, Simulation, and Stakeholder Review

Before go-live, we:

  • Test all BPMs in a sandbox

  • Simulate real scenarios to validate behavior

  • Involve end-users for feedback

  • Refine messaging for alerts and exceptions

We ensure automations don’t just work—they work the way your users expect.

5. Documentation and Audit Readiness

Epicforce Tech delivers clear documentation for:

  • Each BPM rule and its logic

  • Trigger conditions and actions

  • Responsible users or departments

  • Audit logs and rollback strategies

This is especially important for clients in regulated industries or undergoing ERP audits.

6. Continuous Optimization

Once live, we monitor:

  • Trigger frequencies

  • Error rates or overrides

  • User behavior changes

  • Business outcomes (e.g., cycle time, accuracy, efficiency)

We then refine or expand automation as your business evolves.

Common BPM Use Cases We Implement

Here are examples of how Epicforce Tech uses BPMs to drive automation:

Use Case Description
PO Approval Automation Auto-approve POs below threshold; route others for multi-level approval
Customer Credit Hold Enforcement Block sales orders for customers with overdue balances
Data Entry Validation Prevent record save if required fields are missing or incorrect
Late Shipment Alerts Notify operations or customers if ship dates are missed
Job Completion Notifications Trigger emails to finance or QA when jobs are marked complete
Compliance Enforcement Require attachments or notes for controlled transactions

Every use case is customized to your specific workflows and policies.

Real-World Results from Epicforce Tech BPM Projects

Here’s how we’ve helped clients succeed:

???? Case 1: Reduced Order Errors by 70%

Client: Industrial equipment manufacturer
Problem: Sales orders often submitted with invalid part numbers or delivery dates
Solution: Epicforce Tech implemented BPM validations at order entry
Result: 70% drop in downstream corrections and faster fulfillment

???? Case 2: Audit Compliance Without Manual Tracking

Client: Medical device distributor
Problem: Required documentation was missing on many PO transactions
Solution: BPM prevented PO approval without required documents attached
Result: 100% compliance on purchase documentation within two weeks

???? Case 3: Streamlined Multi-Level Approvals

Client: Multi-location manufacturer
Problem: Delays in PO and job change approvals
Solution: BPM workflows routed approvals based on amount and department
Result: Approval time cut by 50%; improved procurement planning

Why Choose Epicforce Tech for BPM Automation

✅ Epicor-Specific Expertise: We know the inner workings of BPM tools
✅ Business-First Mindset: We automate with outcomes in mind, not just triggers
✅ Lean Development: We use what Epicor offers natively—no code bloat
✅ Compliance Focus: Our BPMs stand up to audits and industry regulation
✅ Scalability: Automations evolve as your processes do

With Epicforce Tech, automation becomes an asset—not a maintenance headache.

Final Thoughts: Turn Your ERP into an Intelligent System

Without automation, ERP is just a data repository. With BPMs, it becomes a decision engine—guiding users, preventing errors, and creating consistency at scale.

Epicforce Tech brings the methodology, technical skills, and manufacturing insight needed to make Epicor BPMs work for your business.

Whether you're starting your automation journey or scaling an existing implementation, we’re here to help you streamline success.

⚙️ Ready to Automate What Slows You Down?

Let’s design smart, reliable BPMs tailored to your business processes. Talk to Epicforce Tech today about making your ERP work harder—so your team doesn’t have to.

???? [email protected]
???? (888) 280-5585

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