Case Study | Epicor ERP

Epicor ERP Optimization

Improving manufacturing visibility through BAQs, dashboards, data cleanup, workflow review, and reporting systems that support real production decisions.

Challenge

ERP data existed, but users could not easily act on it.

Manufacturing teams needed better visibility into inventory, jobs, purchasing, planning, part status, documentation, and production relationships. Many workflows depended on manual searches, tribal knowledge, or spreadsheet workarounds.

Limited visibility
Users needed clearer access to the information required for daily decisions.
Manual reporting
Important reports required too much manual effort and interpretation.
Data confidence issues
ERP structure and historical data created uncertainty in planning and execution.

ERP optimization is not just software work. It is manufacturing process work expressed through data.

Atwood Advanced approach
Actions

Practical Epicor improvements for manufacturing users.

BAQ Development

Created targeted BAQs to surface part, job, purchasing, inventory, and planning information.

Dashboard Concepts

Developed dashboard workflows for users who needed faster answers without digging through multiple screens.

Data Cleanup Support

Reviewed parts, planning parameters, usage history, and operational assumptions to improve confidence in the system.

Reporting Automation

Reduced spreadsheet dependence by moving repeated reporting logic closer to the ERP system.

Planning Visibility

Connected sales demand, job supply, purchased material, and production relationships for clearer execution.

Workflow Improvement

Aligned Epicor workflows with what production, engineering, purchasing, inventory, and quality actually needed.

Outcome

Better reporting, faster decisions, and stronger ERP confidence.

The work improved access to operational information, reduced manual reporting effort, supported data cleanup, and helped manufacturing users make better decisions from the ERP system.

Need Epicor help from someone who understands manufacturing?

Atwood Advanced helps connect ERP data to real production, inventory, engineering, and planning problems.

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