From Implementation to Optimization: How Epicforce Tech Bridges the Epicor Kinetic Learning Gap

Successfully implementing Epicor Kinetic is a major milestone—but it’s only the beginning of the ERP journey. The real value of any ERP system lies not just in deploying it, but in how effectively it's adopted, used, and optimized over time.

Many organizations invest in the implementation phase but neglect the critical next step: ensuring users are trained, confident, and capable of using Epicor Kinetic to its full potential.

This is where the learning gap emerges.

In this blog, we’ll explore:

  • What the Epicor Kinetic learning gap is
  • Why traditional implementation projects fall short post go-live
  • How Epicforce Tech helps businesses bridge this gap with hands-on training, user enablement, and continuous optimization
  • Real examples of improved adoption and productivity through smarter support

If you’ve launched Epicor but feel your team is still operating at 60%, this is for you.


What Is the Epicor Kinetic Learning Gap?

The learning gap refers to the disconnect between:

  • A successfully implemented ERP system
  • And the actual ability of your users to confidently and effectively use that system in their daily roles

This gap results in:

  • Low user adoption
  • Manual workarounds
  • Inaccurate data entry
  • Underutilized modules
  • Poor decision-making due to lack of insights

Despite investing heavily in software and deployment, businesses often find that their teams:

  • Aren’t sure how to navigate Epicor Kinetic
  • Revert to Excel or outdated tools
  • Struggle with custom fields or processes
  • Avoid dashboards and reports altogether

The cause? A lack of contextual, role-based training and ongoing optimization.


Why Implementation Alone Isn’t Enough

Here’s where most companies go wrong:

1. Training Happens Too Early or Too Fast

During implementation, users are introduced to Epicor Kinetic, but:

  • Sessions are rushed
  • Information overload sets in
  • Users forget what they learned by go-live

Result: Teams are left to “figure it out” on their own.


2. One-Size-Fits-All Training Materials

Epicor’s generic documentation and training resources often don’t match:

  • Your team’s job responsibilities
  • Your business-specific configurations
  • Custom dashboards, reports, and workflows

Result: The training isn’t actionable or relevant, leading to confusion.


3. No Post-Go-Live Optimization Strategy

After go-live, the implementation team steps away—but the real learning curve begins:

  • Users discover inefficiencies
  • Business processes evolve
  • Reports need to be refined
  • More users get added

Result: Without expert support, ERP performance plateaus or declines.


How Epicforce Tech Bridges the Gap: A Real-World Enablement Strategy

At Epicforce Tech, we specialize in not just delivering ERP solutions—but in ensuring they stick, scale, and succeed.

We provide a complete post-implementation support model designed to close the learning gap and turn Epicor Kinetic into a true productivity engine.

Here’s how we do it:


1. Post-Go-Live Health Checks & Optimization Plans

Once Epicor Kinetic is live, our consultants perform a full system health check:

  • Are users logging in regularly?
  • Which modules are underutilized?
  • Are dashboards and reports aligned to KPIs?
  • Are manual workarounds still in place?

We create a roadmap for optimizing system performance and user engagement.


2. Hands-On, Role-Based Training

We deliver contextual training programs tailored to specific job roles and departments:

  • Production teams learn shop floor functions
  • Finance users focus on GL, AR, AP workflows
  • Procurement teams streamline vendor management
  • Managers get KPI dashboards and reporting tools
  • Admins learn user access and system maintenance

Training is conducted using your live environment, not demos, so users build confidence with real data.


3. Customization Walkthroughs

If your system includes:

  • Custom dashboards
  • Modified forms
  • Additional BAQs
  • BPM workflows
  • Integrations with third-party apps

—we ensure your users understand how to work with these customizations effectively.


4. Report Rebuilding & Dashboard Realignment

We help users and leadership:

  • Identify what data they need to see
  • Rebuild or optimize BAQs, SSRS reports, and dashboards
  • Train key users to build their own reports over time
  • Automate recurring reports for speed and accuracy

Result: Decision-makers get real-time insights from a system they trust.


5. Upgrade Preparation and Ongoing Support

Epicor Kinetic is constantly evolving. We help your team:

  • Prepare for new features or UI changes
  • Migrate customizations safely
  • Test system changes in a sandbox
  • Re-train users during or after upgrades

You never fall behind — because we keep your ERP moving forward with your business.


Real-World Impact: From Implementation to Daily Excellence

Case Study: Distribution Company Unlocks Full Epicor Potential

A wholesale distribution company had implemented Epicor Kinetic but was still using spreadsheets for order tracking. Dashboards were blank, users didn’t trust the data, and custom reports were broken.

Epicforce Tech stepped in with:

  • A complete post-go-live health audit
  • Department-specific training for 6 teams
  • Dashboard redesign based on leadership goals
  • Real-time automation of order and inventory updates

Results within 60 days:

  • 90% drop in Excel-based tracking
  • Live dashboards updated every 10 minutes
  • Clear audit trail for every sales order
  • Greater collaboration between sales and warehouse teams

Why Businesses Choose Epicforce Tech for Post-Implementation Success

We aren’t just ERP consultants — we’re adoption partners.

At Epicforce Tech, we:

✅ Understand your workflows and culture
✅ Deliver training your team actually retains
✅ Speak both technical and operational languages
✅ Help you avoid rework and maximize ROI
✅ Stick around until you see real transformation

We bridge the gap between Epicor functionality and user productivity.


Conclusion

Implementing Epicor Kinetic is just the beginning. True ERP success comes from how well your team uses the system every single day.

Off-the-shelf training and rushed go-lives leave too many businesses with a powerful tool — and no idea how to use it effectively.

At epicforce tech, we specialize in bridging this learning gap through:

  • Role-based, real-time training
  • Customization walkthroughs
  • Post-implementation optimization
  • Reporting and dashboard support
  • Long-term enablement and upgrade readiness

If you're ready to turn your Epicor system into a high-performance engine that drives real business results — we’re ready to help.

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