Introduction: Unlocking the Power of Business Intelligence (BI) with Epicor®
In today’s data-driven world, making decisions based on guesswork can be costly. Businesses need real-time insights, not just reports. That's where Epicforce Tech steps in—helping organizations unlock the full potential of Epicor® ERP by enhancing its built-in Business Intelligence (BI) capabilities.
With our hands-on consulting services, Epicforce Tech ensures your BI setup is not only technically sound but strategically aligned with your business goals.
Why Business Intelligence Matters in ERP Systems
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Data is the new oil—but only if refined. BI transforms raw data into actionable insights.
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Epicor® ERP offers powerful analytics tools, yet many companies underutilize them.
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Without tailored implementation, companies risk poor adoption and missed opportunities.
The Challenges Companies Face Without BI Consulting
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Disorganized data sources
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Inefficient reporting processes
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Lack of visibility across departments
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Limited adoption of dashboards and KPIs
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Inability to track performance metrics accurately
These common issues hinder strategic planning and operational excellence.
How Epicforce Tech Customizes Epicor® BI for Maximum Value
We don’t just install dashboards—we engineer a BI ecosystem that works for your people, processes, and priorities.
1. BI Assessment and Roadmapping
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Understand current reporting pain points
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Identify key KPIs for departments
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Align BI goals with company strategy
2. Tailored Dashboard Design
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Intuitive, role-based dashboards
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Embedded visualizations from BAQ (Business Activity Query)
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Drill-down functionality to go from overview to detail
3. Seamless Data Integration
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Unify disconnected data across modules
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Ensure clean, normalized data input for reliable reporting
4. Custom BAQs and Advanced Queries
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Build reusable BAQs tailored to departmental needs
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Create calculated fields, joins, and custom filters for deep analysis
5. Epicor® EDA Setup & Training
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Leverage Epicor® Data Analytics (EDA) to explore trends
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Train users to filter, pivot, and customize data on the fly
6. Security & Access Control
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Role-based permissions
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Secure data visualization sharing across the org
Real-World Results: What Clients Achieve with Epicforce Tech’s BI Consulting
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30% faster decision-making with real-time KPIs
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40% boost in reporting efficiency after dashboard customization
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3x improvement in cross-departmental visibility
Epicforce Tech’s Edge: What Sets Our Epicor® BI Consulting Apart
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Epicor® Certified Consultants with deep ERP + BI expertise
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Hands-on training to make teams self-sufficient
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Post-implementation support and continuous optimization
Use Cases: How Different Teams Benefit from BI-Driven Epicor®
1. Sales & Marketing
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Track lead-to-sale ratios, campaign ROI, and sales pipelines in real-time
2. Finance
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Monitor P&L reports, budget variance, and cash flow dashboards
3. Operations
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Visualize order status, inventory levels, and production timelines
4. HR
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Analyze employee turnover, training KPIs, and workforce productivity
Your Path to Actionable Insight Starts Here
Whether you’re just beginning your Epicor® ERP journey or need to revamp an existing BI implementation, Epicforce Tech is your trusted partner. We’re not just consultants—we’re enablers of smarter, faster decision-making.
Contact Us to Get Started
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