EPICFORCE TECH’S LONG-TERM TRAINING APPROACH FOR SUSTAINED EPICOR KINETIC SUCCESS

Epicforce Tech’s Long-Term Training Approach for Sustained Epicor Kinetic Success

Epicforce Tech’s Long-Term Training Approach for Sustained Epicor Kinetic Success

Blog Article

Implementing Epicor Kinetic is a major milestone for any organization—but it's not the finish line. The real challenge begins after go-live: turning the ERP platform into a sustainable engine for productivity, efficiency, and growth. That’s where ongoing, strategic training becomes critical.


Too often, organizations invest in initial training during implementation but neglect long-term skill development. Users quickly forget processes, struggle with updates, and underutilize powerful features. As a result, ERP efficiency drops, and frustration builds.


At Epicforce Tech, we believe in building lasting value through a long-term Epicor Kinetic training model. Our approach doesn’t just get your team up and running—it equips them for the journey ahead, ensuring continuous adoption, improved productivity, and future-proof ERP success.


This blog explores why long-term training is essential for Epicor Kinetic and how Epicforce Tech’s structured methodology helps organizations build capabilities that grow with the business.






Why Long-Term Epicor Kinetic Training Matters


1. ERP Is Not Static—And Neither Is Your Business


Epicor Kinetic is regularly updated with new features, modules, and UI enhancements. At the same time, your business processes, teams, and goals evolve. A one-time training program becomes outdated quickly.


Long-term training ensures your teams keep pace with both the software and your strategic goals.






2. Staff Turnover Creates Knowledge Gaps


As employees leave or change roles, their ERP expertise often goes with them. New hires may not receive the same depth of training—or any training at all—if there isn’t a structured system in place.


Sustained training preserves institutional knowledge and accelerates onboarding.






3. Deeper Adoption Unlocks More ROI


Most businesses use only a fraction of Epicor Kinetic’s capabilities. Long-term training helps users explore advanced features like:




  • Business Activity Queries (BAQs)

  • Custom dashboards

  • Process automation

  • Advanced reporting


These tools drive efficiency, but only if users are confident in how to use them.






4. It Reduces Support Dependency


Well-trained users are more self-sufficient. They rely less on internal IT or external support teams for basic tasks—saving time and money.






Epicforce Tech’s Long-Term Training Framework


Epicforce Tech’s training isn’t a one-size-fits-all crash course. It’s a strategic, staged, and role-specific learning model designed to support your users at every level of ERP maturity.


Here’s how it works:






Phase 1: Discovery & Role Mapping


We begin by understanding:




  • Your team structure

  • Departmental workflows

  • Current skill levels

  • Module usage

  • Known challenges


This allows us to design a role-based training roadmap aligned to real-world tasks, not generic software features.






Phase 2: Foundation-Level Hands-On Training


Our foundation training focuses on:




  • Core Epicor Kinetic navigation

  • Key modules (Finance, Inventory, Manufacturing, CRM, etc.)

  • Data entry standards and workflow best practices

  • Hands-on practice using your real business data


Training is interactive, paced, and supported with documentation and live Q&A sessions.






Phase 3: Functional Deep-Dive Sessions


Once the basics are in place, we conduct deep-dive sessions tailored by department, such as:




  • Finance: General Ledger, AP/AR, reconciliations

  • Supply Chain: Purchase Orders, Vendor Management

  • Production: BOM, Job Entry, Scheduling

  • Sales: Order Management, CRM integration


We incorporate real use cases, custom reports, and dashboard building, so the training is immediately applicable.






Phase 4: Post-Go-Live Reinforcement


After implementation, teams encounter new challenges. Epicforce Tech provides:




  • Post-launch refresher sessions

  • “Office Hours” for live troubleshooting

  • Use-case coaching (e.g., month-end closing, year-end reporting)

  • Shadowing and co-working sessions with key users


This reinforcement solidifies habits and builds confidence.






Phase 5: Continuous Learning & Change Management


We believe training should evolve as your business does. That’s why we offer:




  • Monthly or quarterly training updates

  • Training for new Epicor features

  • Cross-training for internal promotions

  • Knowledge transfer sessions before team transitions


We also train your internal trainers, so knowledge continues to grow internally.






Phase 6: KPI-Driven Feedback Loop


Training effectiveness isn’t just about attendance—it’s about outcomes.


We help measure:




  • Data accuracy improvements

  • Ticket volume reduction

  • ERP usage rates per module

  • User self-sufficiency scores


This data informs the next phase of training, ensuring continuous improvement.






What Makes Epicforce Tech’s Training Different?


We go beyond traditional vendor-led sessions or generic user manuals. Here’s what sets us apart:



✔ Real-World Scenarios


Training is built around your actual business operations—not textbook examples.



✔ Custom Materials


We develop documentation and videos tailored to your processes, terminology, and setups.



✔ Expert-Led, Always


All sessions are led by Epicor-certified functional consultants, not generic trainers.



✔ Flexible Formats


We offer live sessions, self-paced learning, video recordings, job aids, and follow-ups.



✔ Departmental Champions


We help identify and train in-house champions who can guide peers post-training.






Long-Term Epicor Success Starts with Empowered Users


Training is not a checkbox—it’s the bridge between software and success. With Epicforce Tech’s long-term training model, your users become:




  • Confident navigators of Epicor Kinetic

  • Capable of solving day-to-day challenges independently

  • Able to build dashboards, run reports, and interpret data

  • More productive, accurate, and engaged


ERP success depends on user enablement—and that starts with training.






Real-World Impact: A Case Study


Client: A distribution company using Epicor Kinetic across five locations.


Problem: After initial implementation, knowledge faded quickly. Each location had different processes, and support tickets surged.


Epicforce Tech’s Solution:




  • Created a long-term training roadmap by location and department

  • Delivered live sessions, custom manuals, and ongoing Q&A hours

  • Trained in-house “super users” to become go-to support resources

  • Conducted quarterly check-ins and refreshers


Results After 6 Months:




  • 47% reduction in internal support tickets

  • 32% faster order processing time

  • 100% ERP module usage adoption

  • Team satisfaction improved across the board





Conclusion


Epicor Kinetic is a powerful platform—but without long-term training, its value is limited. As teams evolve and the software changes, training must be continuous, adaptive, and aligned to your business goals.


At Epicforce Tech, we don’t believe in one-and-done training. We believe in building a culture of ERP excellence, where users grow in confidence and capability over time.


Whether you're starting fresh or reviving a stalled implementation, our long-term Epicor Kinetic training approach delivers the consistency, customization, and hands-on support your teams need to succeed—now and in the future.

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