CUSTOM REPORTS, CONFUSED USERS, AND MISSED KPIS? EPICFORCE TECH’S EPICOR® ERP TRAINING SOLVES IT ALL

Custom Reports, Confused Users, and Missed KPIs? Epicforce Tech’s Epicor® ERP Training Solves It All

Custom Reports, Confused Users, and Missed KPIs? Epicforce Tech’s Epicor® ERP Training Solves It All

Blog Article

Introduction: The Epicor® ERP Paradox — Powerful, Yet Underused

Epicor® ERP offers robust capabilities to manage finance, manufacturing, supply chain, and business intelligence. But too often, businesses find themselves underutilizing the very tools they invested in.

Dashboards go untouched. Custom reports are misaligned with real KPIs. And users, unsure of what they’re doing, resort to inefficient workarounds.

The result? Missed opportunities, delayed decisions, and wasted potential.

At Epicforce Tech, we’ve seen this story repeat across industries. But it doesn’t have to end this way. With the right training, customized to your workflows, your team can turn confusion into clarity—and your ERP into a strategic advantage.


The Real Cost of Confused Users and Poor Training

ERP software is only as powerful as the people using it. When users aren’t trained effectively:

  • Data entry becomes inconsistent

  • Reports reflect outdated or incorrect information

  • Key performance indicators (KPIs) are missed or misunderstood

  • IT teams are burdened with constant support requests

  • Morale suffers as users lose trust in the system

Studies show that up to 60% of ERP users rely on spreadsheets outside the system due to lack of training. That’s not just inefficient—it’s dangerous.

Epicforce Tech addresses this head-on by aligning ERP training with actual job functions, helping users understand not just how to use Epicor®, but why and when.


Why Standard Epicor® ERP Training Falls Short

Out-of-the-box Epicor® training is designed for product knowledge—not business impact. It often includes:

  • Generic videos or documentation

  • One-size-fits-all sessions

  • Limited examples of real-world workflows

  • No follow-up or contextual coaching

That’s where most training programs fall apart. Users return to work with basic familiarity but no real confidence.

At Epicforce Tech, we reverse that by building scenario-based, interactive training tailored to your specific processes, department structures, and goals.


Custom Reports: The Most Misunderstood Feature in Epicor®

Custom reports are one of Epicor® ERP’s most valuable features—yet they’re also the most underused.

Here’s why:

  • Users don’t understand which data points drive their KPIs

  • Departments lack alignment on what should be reported

  • Reports are built by IT but not usable by business leaders

  • Teams aren’t trained to interpret what they see

This creates a disconnect: You have the data, but you can’t act on it.

Epicforce Tech bridges this gap by working directly with business leaders and end users to define, build, and train users on interpreting custom reports that actually move the needle.


How Epicforce Tech Transforms ERP Confusion into Clarity

Epicforce Tech’s training isn’t just instructional—it’s transformational.

Our process includes:

  • ERP usage assessment – We identify where users are struggling, underutilizing features, or relying on workarounds.

  • Role-based learning paths – Each department receives a custom roadmap based on their specific Epicor® modules and business goals.

  • Custom simulations – We recreate real scenarios from your operations so training feels relevant and immediately applicable.

  • On-demand help resources – Guides, quick-reference sheets, and recorded walkthroughs support users beyond the training room.

The result? Teams understand how Epicor® fits into their daily work, and how to use it to achieve outcomes—not just complete tasks.


Building KPI-Driven Teams Through Real-World Training

Too often, training is focused on “how to use a feature.” But business performance depends on knowing which features drive outcomes.

Epicforce Tech helps you:

  • Define KPIs that matter to each department

  • Align report-building and dashboards with those KPIs

  • Train users on how to spot trends, exceptions, and action points

  • Automate alerts and workflows around key metrics

From the shop floor to the C-suite, your team learns how to use Epicor® ERP as a decision-making engine, not just a data repository.


A Framework for Long-Term ERP Success with Epicforce Tech

Training isn’t a one-time task. That’s why we offer a full framework for ongoing enablement:

  • New hire onboarding with role-based ERP training

  • Quarterly performance reviews of ERP usage patterns

  • Refresher training sessions after upgrades or module changes

  • Custom documentation updates to reflect evolving processes

We also provide executive-level consulting to ensure your ERP aligns with your business goals, not just your software license.

With Epicforce Tech, you build not just competent users—but confident, data-driven teams.


Conclusion: Turn ERP Training Into a Business Growth Strategy

If your Epicor® ERP system feels like a powerful engine stuck in neutral, the problem isn’t the software—it’s the training.

Custom reports shouldn’t confuse your users. KPIs shouldn’t be missed. And your team shouldn’t feel overwhelmed.

With Epicforce Tech’s Epicor® ERP training, you gain more than knowledge—you gain momentum.

Ready to make your ERP investment pay off?
Let’s turn confusion into clarity, and training into transformation.


Contact Epicforce Tech Today

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