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Epicor® Dashboard Development

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Stanley Machining needed a quick turnaround on development and creation of many complex
dashboards to help streamline our business flow.
PTS (Practical Technical Solutions) expertise in the field of Vantage/Epicor® was a tremendous
help in the creation of these dashboards and has since streamlined the way we process certain
information in our plant. Not only was the response from their team quick and professional,
there rate per hour is extremely competitive.
I would go so far as to say. Epicor® can learn some lessons from PTS in regards to their consulting,
implementation and billing process.
Stanley Machining would recommend PTS as a trusted source in assisting with any ERP
challenges.

— Stanley Machining & Tool • Steel Machining Industry

“So far Jim and a group from PTS have come in to do a CRP/training session for two days that was extremely helpful. They have also developed and installed a customized program to assist in automated Order Entry and processing, shipment entry and processing, and have developed customized SSRS reports. They have always addressed our concerns in a timely manner, and are very conscientious about costs, and very detailed in their work. 

I definitely recommend PTS as a partner for Epicor® technical services and continue to use them. I only wish I had found them sooner. I will continue to go to them for enhancements, training and consulting as there is no doubt they will help us maximize our investment and minimize our time spent implementing various Epicor® solutions.” 

— Unique Sports Products, Inc. • Sporting Goods Industry

“Imarda has faced several business challenges recently as we have been undergoing significant growth for our i360 product. This growth has resulted in increased manufacturing volumes, and complicated BOM’s (Bill of Materials) and increased billing to be produced from an aging ERP system (Epicor® Vantage 8) that is in need of replacement.

Imarda had done an amount of work with PTS in the past and I contacted Jim from PTS in the hope this company could assist. Jim’s team jumped straight in aware of the challenges we faced. I was able to talk to Jim directly several times which provided a huge amount of comfort and even though the time zones were different I never had any issues reaching him or a member of his team. Their straight forward approach was a relief. The team at PTS assisted in arranging meetings, eliciting the answers from iMarda staff with questions backed up

Their straight forward approach was a relief. The team at PTS assisted in arranging meetings, eliciting the answers from iMarda staff with questions backed up from years of experience in Epicor®. This sped up the business improvement process significantly. Their agile methodology was a perfect fit as we needed to jump between issues often very quickly and due to the nature of our remote staff the timing of such meetings was often at short notice. The functional results that were produced as a result of Jim’s team were a key component in keeping the operations process running within Imarda.

On top of this work, Jim’s team also provided excellent support, as our lack of knowledge with Epicor® due to staff churn again left us challenged with internal support options. Jim’s team dealt with questions ranging from the absolute basics to advanced questions easily and with an air of patience that can only be described as completely forgiving!! In short, I would have no hesitation in recommending PTS.”

— Imarda • Transportation Fleet Industry
Epicor® Dashboards Support & Customizations
You deserve an ERP system that works best for you, and that’s what PracticalTek offers: complete customization and training options for Epicor® business management software like its ERP line, as well as project management software designed to keep your business running smoothly.
Epicor® Dashboards Service is designed to be a useful and powerful tool delivering real-time information and insight. The built-in command center can operate as a central hub for your operational understanding, but it often becomes bogged down with filters, grids, selections, business activity queries (BAQs), automatic and manual controls and much more.
Don’t waste your team’s time with digging through all of those dashboard options and risk turning off a filter or communication option that delivers the mission-critical view you need.
Work with PracticalTek to build a robust and specialized look into your real-time operations with our Epicor® dashboard development customization services.
Custom Epicor® ERP Dashboard Development
Business systems from Epicor® offer a significant level of customization for your dashboards with specific goals that arise out of a BAQ, build charts or subscriptions, filter views and provide visibility across your entire network. The possibilities are limitless, and they usually don’t require much, if any, outside software or add-ons to get exactly what you need.
PracticalTek provides independent consulting for companies who run Epicor® and want to use it to the fullest with custom, integrated dashboard development. We’ll work with your stakeholders to develop the appropriate list of KPIs and dashboard goals, then create a unique look into your operations that will quickly build the reports you need for stronger daily operations and more accurate growth predictions.
Beyond BPM
Epicor® dashboard includes a variety of options for custom business process management functions designed to improve and streamline workflows. Coding that environment can become increasingly complex when it’s incorporated into new dashboards that look deeper into your operations.
BPMs require an additional layer of information to allow your customizations to operate properly, and that means they must be error-free. PracticalTek specializes in consulting and creating bug-less BPM development with a specific goal of generating data and reporting usable in both standard and custom Epicor® dashboards development.
With Epicor® 10 dashboard, the BPM has become the best tool to make mass data changes, but that can come with significant risks if done improperly. PracticalTek will monitor all mass changes, ensure linking and functionality remains stable and provide you with a reporting tool that increases the effectiveness of your BPMs and your Epicor® dashboards.
PracticalTek Epicor® Dashboard Customization Options | Epicor® Dashboard Service
Our support covers older dashboards Epicor® Vantage versions as well as standard Epicor® 9 options or a recent upgrade to Epicor® 10. Trust PracticalTek engineers to find the right solution and create a dashboard that’s easy for your time to view, operate and understand.
Epicor® dashboards consulting, programming, integration, support and training are just a click away. It’s time to see what the best independent Epicor® dashboard customization team from PracticalTek can do for you.
Epicor® Dashboards Help
Know your business status with only a glance. It’s time to make your data work for you! Dashboards increase your visibility throughout your business. Either in a grid or in a graphic, you can see your data live, as its happening. On top of that, you can streamline data entry with an updatable dashboard; these special dashboards allow for on the fly data entry. We hope the Epicor® dashboard examples below inspire the perfect dashboard for your business.
MES – Scrap Entry
Epicor® Dashboard Customization & Support
In Process Job Costs
Epicor® Dashboard Customization & Support-2
Part Info Dashboard
Epicor® Dashboard Customization & Support
Project Dashboard
Epicor® Dashboard Customization & Support
On Time Shipment
Epicor® Dashboard Customization & Support
Parts Requirement
Epicor® Dashboard Customization & Support

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