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Epicor Case Sharing

Machinery & Factory Automation Industry

ACC implemented Epicor ERP, in 7 months, for Kateeva to cater for global business.  The scope includes Engineering Management, Supply Chain Management, Production Management & Financial Management.

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Key Industry Challenges

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Epicor Features

ACC  >  Industry Solutions  >  Machinery and Factory Automation

Manufacturers in the machinery and factory automation industry grapple with varies challenges such as rapid technological advancements demand continuous investment in new machinery and automation technologies, along with upskilling employees.  In additional, global supply chains introduce complexities, including delays and quality control issues. Managing these complexities is vital for efficiency and profitability.

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Machinery: Challenges

Key Industry Challenges for the Industry

  • Epicor Project Management
    Epicor Project Management offers significant advantages to a machinery factory, enhancing efficiency and cost control for large-scale manufacturing projects. By employing Work Breakdown Structure (WBS) or Milestones, it enables detailed project organization, facilitating precise task allocation and progress tracking. This structured approach aids in effectively managing resources and adhering to budgets, crucial for operational success. The capability to monitor costs closely at various project stages ensures financial oversight, preventing overruns. Additionally, the feature supports non-manufacturing project management and integrates with Microsoft Office Project, improving project adaptability and collaboration. This comprehensive tool set streamlines project execution, leading to better outcomes and increased factory profitability.
  • Epicor Product Configuration
    The Epicor Product Configuration function can greatly benefit a machinery factory by streamlining the customization process for Make-to-Order (MTO) products. By utilizing the Configurator Designer, the factory can efficiently manage and offer a wide array of product customizations, from colors to sizes and hardware features. This tool simplifies the sales order entry, enabling accurate capture of customer-specific requirements and ensuring precise manufacturing instructions. It enhances operational efficiency by reducing errors in production planning and material sourcing. Additionally, the automated validation of configured part numbers against predefined rules minimizes manual intervention, ensuring compliance with design standards and accelerating the order-to-production cycle.
  • Epicor CRM
    The Epicor Customer Relationship Management (CRM) function offers a machinery factory a comprehensive toolset to enhance its customer acquisition and retention strategies. By facilitating the creation and tracking of marketing campaigns, it enables the factory to identify and target prospects effectively, transforming them into satisfied customers. The CRM's lead management system streamlines the sales process, from initial contact to final order, ensuring a seamless transition through various sales stages. Sales personnel can manage prospects efficiently, thanks to features like workflow, forecasting, and the Salesperson Workbench. This leads to improved sales territory management and accurate sales forecasts. Overall, the CRM function optimizes the prospect-to-customer lifecycle, fostering better customer relationships and driving sales growth.
  • Mixed Mode Manufacturing
    Epicor mixed-mode manufacturing design offers substantial benefits to a machinery factory operations. It enables seamless integration of Make-to-Stock (MTS), Make-to-Order (MTO), and Engineer-to-Order (ETO) production modes within a single ERP system. This flexibility ensures that the factory can efficiently handle standard, customized, and highly specialized machinery production. Epicor ERP provides robust tools enable real-time visibility into customer orders, inventory levels, and production schedules, facilitating dynamic decision-making to meet varying demands. By optimizing resource utilization, reducing lead times, and improving order accuracy, the mixed-mode manufacturing design enhances operational efficiency, cost control, and customer satisfaction. It empowers machinery factories to thrive in a competitive market by delivering products tailored to customer needs while maintaining cost-effectiveness.
  • Epicor Engineering Management
    The Epicor Engineering Management function can significantly benefit a machinery factory by enhancing the precision and adaptability of its manufacturing processes. Through accurate definition of components, subassemblies, and operations, it allows for the creation of detailed bills of materials and routings, forming a comprehensive method of manufacturing. As manufacturing practices evolve, the system's ability to update these methods ensures continuous alignment with production advancements. Part revision management, supported by Engineering Change Orders (ECO), facilitates controlled updates and approvals for changes, promoting quality and consistency. Additionally, the capability to engineer alternate methods for part revisions enables customization and flexibility across different manufacturing sites, optimizing production efficiency and responsiveness to specific requirements.
  • Epicor APS
    The Epicor Advanced Planning & Scheduling (APS) function offers transformative benefits for a machinery factory by integrating comprehensive scheduling insights and tools. By accounting for variables like production quantities, setup times, and resource capacities, APS enables precise scheduling and job completion forecasting. Its visual boards and What If Scheduling tool allow for proactive adjustments, ensuring optimal resource allocation and preventing production bottlenecks. This leads to streamlined operations, improved efficiency, and reduced lead times. Moreover, analytical reports provide critical data on resource load and job prioritization, empowering decision-makers to enhance scheduling strategies. Ultimately, APS fosters a more agile, responsive, and efficient manufacturing process, directly contributing to increased productivity and customer satisfaction.
  • Epicor Mobile Warehouse
    Epicor Mobile Warehouse provides significant benefits to a machine production factory by modernizing and optimizing warehouse management. With this solution, workers can access real-time inventory data, track materials, and streamline warehouse operations directly from mobile devices. Barcode scanning enhances accuracy and efficiency, reducing errors in material handling and order processing. By enabling quick and accurate inventory updates, order picking, and shipping, it enhances productivity and order fulfillment speed. Additionally, it improves visibility into inventory levels, enabling better demand forecasting and inventory control. Overall, Epicor Mobile Warehouse empowers the factory to operate with increased efficiency, reduced costs, and enhanced customer satisfaction.
  • Epicor MES
    Manufacturing Execution Systems (MES) can significantly benefit a machinery factory by providing real-time monitoring and control over production processes. By integrating MES, factories can track the progress of manufacturing orders, monitor the performance and availability of machines, and ensure that quality standards are met throughout the production cycle. This system enhances operational efficiency by minimizing downtime, reducing waste, and optimizing resource utilization. MES also supports decision-making with data-driven insights, enabling managers to identify bottlenecks, improve production schedules, and adjust workflows promptly. Furthermore, it facilitates compliance with industry standards and improves traceability, ensuring that every product meets the required specifications. Ultimately, MES empowers machinery factories to achieve higher productivity, improved quality, and increased competitiveness in the market.
  • Epicor Mobile Field Service
    A Mobile Field Service system offers substantial benefits to a machinery factory with field engineers providing onsite services. It enhances service efficiency by enabling real-time communication between field engineers and the central office, allowing for instant access to work orders, customer information, and technical documentation. This immediacy improves response times to service calls and enables on-the-spot diagnosis and resolution of issues. Inventory management features ensure engineers have the necessary parts and tools, reducing return visits. GPS tracking optimizes route planning, saving time and fuel. Moreover, the system facilitates immediate billing and feedback collection, enhancing customer satisfaction. By streamlining field operations, the factory can achieve greater productivity, reduced operational costs, and improved service quality, leading to increased customer loyalty and revenue.
  • Epicor Real Time Costing
    Epicor Real-Time Costing provides significant benefits to a machine production factory by offering immediate visibility into the costs associated with manufacturing processes. This system enables the factory to track and analyze expenses as they occur, allowing for more accurate and timely financial reporting. By understanding the exact cost implications of raw materials, labor, and overheads in real-time, managers can make informed decisions to optimize production efficiency and reduce waste. This proactive approach to cost management helps identify profitability challenges early, facilitating swift adjustments to pricing strategies or operational practices. Ultimately, Real-Time Costing empowers a factory to improve its cost control, enhance competitive pricing, and boost overall profitability through precise and dynamic financial oversight.
Machinery: Epicor Features

Epicor Features for the Industry

  • Epicor Project Management
    Epicor Project Management offers significant advantages to a machinery factory, enhancing efficiency and cost control for large-scale manufacturing projects. By employing Work Breakdown Structure (WBS) or Milestones, it enables detailed project organization, facilitating precise task allocation and progress tracking. This structured approach aids in effectively managing resources and adhering to budgets, crucial for operational success. The capability to monitor costs closely at various project stages ensures financial oversight, preventing overruns. Additionally, the feature supports non-manufacturing project management and integrates with Microsoft Office Project, improving project adaptability and collaboration. This comprehensive tool set streamlines project execution, leading to better outcomes and increased factory profitability.
  • Epicor Product Configuration
    The Epicor Product Configuration function can greatly benefit a machinery factory by streamlining the customization process for Make-to-Order (MTO) products. By utilizing the Configurator Designer, the factory can efficiently manage and offer a wide array of product customizations, from colors to sizes and hardware features. This tool simplifies the sales order entry, enabling accurate capture of customer-specific requirements and ensuring precise manufacturing instructions. It enhances operational efficiency by reducing errors in production planning and material sourcing. Additionally, the automated validation of configured part numbers against predefined rules minimizes manual intervention, ensuring compliance with design standards and accelerating the order-to-production cycle.
  • Epicor CRM
    The Epicor Customer Relationship Management (CRM) function offers a machinery factory a comprehensive toolset to enhance its customer acquisition and retention strategies. By facilitating the creation and tracking of marketing campaigns, it enables the factory to identify and target prospects effectively, transforming them into satisfied customers. The CRM's lead management system streamlines the sales process, from initial contact to final order, ensuring a seamless transition through various sales stages. Sales personnel can manage prospects efficiently, thanks to features like workflow, forecasting, and the Salesperson Workbench. This leads to improved sales territory management and accurate sales forecasts. Overall, the CRM function optimizes the prospect-to-customer lifecycle, fostering better customer relationships and driving sales growth.
  • Mixed Mode Manufacturing
    Epicor mixed-mode manufacturing design offers substantial benefits to a machinery factory operations. It enables seamless integration of Make-to-Stock (MTS), Make-to-Order (MTO), and Engineer-to-Order (ETO) production modes within a single ERP system. This flexibility ensures that the factory can efficiently handle standard, customized, and highly specialized machinery production. Epicor ERP provides robust tools enable real-time visibility into customer orders, inventory levels, and production schedules, facilitating dynamic decision-making to meet varying demands. By optimizing resource utilization, reducing lead times, and improving order accuracy, the mixed-mode manufacturing design enhances operational efficiency, cost control, and customer satisfaction. It empowers machinery factories to thrive in a competitive market by delivering products tailored to customer needs while maintaining cost-effectiveness.
  • Epicor Engineering Management
    The Epicor Engineering Management function can significantly benefit a machinery factory by enhancing the precision and adaptability of its manufacturing processes. Through accurate definition of components, subassemblies, and operations, it allows for the creation of detailed bills of materials and routings, forming a comprehensive method of manufacturing. As manufacturing practices evolve, the system's ability to update these methods ensures continuous alignment with production advancements. Part revision management, supported by Engineering Change Orders (ECO), facilitates controlled updates and approvals for changes, promoting quality and consistency. Additionally, the capability to engineer alternate methods for part revisions enables customization and flexibility across different manufacturing sites, optimizing production efficiency and responsiveness to specific requirements.
  • Epicor APS
    The Epicor Advanced Planning & Scheduling (APS) function offers transformative benefits for a machinery factory by integrating comprehensive scheduling insights and tools. By accounting for variables like production quantities, setup times, and resource capacities, APS enables precise scheduling and job completion forecasting. Its visual boards and What If Scheduling tool allow for proactive adjustments, ensuring optimal resource allocation and preventing production bottlenecks. This leads to streamlined operations, improved efficiency, and reduced lead times. Moreover, analytical reports provide critical data on resource load and job prioritization, empowering decision-makers to enhance scheduling strategies. Ultimately, APS fosters a more agile, responsive, and efficient manufacturing process, directly contributing to increased productivity and customer satisfaction.
  • Epicor Mobile Warehouse
    Epicor Mobile Warehouse provides significant benefits to a machine production factory by modernizing and optimizing warehouse management. With this solution, workers can access real-time inventory data, track materials, and streamline warehouse operations directly from mobile devices. Barcode scanning enhances accuracy and efficiency, reducing errors in material handling and order processing. By enabling quick and accurate inventory updates, order picking, and shipping, it enhances productivity and order fulfillment speed. Additionally, it improves visibility into inventory levels, enabling better demand forecasting and inventory control. Overall, Epicor Mobile Warehouse empowers the factory to operate with increased efficiency, reduced costs, and enhanced customer satisfaction.
  • Epicor MES
    Manufacturing Execution Systems (MES) can significantly benefit a machinery factory by providing real-time monitoring and control over production processes. By integrating MES, factories can track the progress of manufacturing orders, monitor the performance and availability of machines, and ensure that quality standards are met throughout the production cycle. This system enhances operational efficiency by minimizing downtime, reducing waste, and optimizing resource utilization. MES also supports decision-making with data-driven insights, enabling managers to identify bottlenecks, improve production schedules, and adjust workflows promptly. Furthermore, it facilitates compliance with industry standards and improves traceability, ensuring that every product meets the required specifications. Ultimately, MES empowers machinery factories to achieve higher productivity, improved quality, and increased competitiveness in the market.
  • Epicor Mobile Field Service
    A Mobile Field Service system offers substantial benefits to a machinery factory with field engineers providing onsite services. It enhances service efficiency by enabling real-time communication between field engineers and the central office, allowing for instant access to work orders, customer information, and technical documentation. This immediacy improves response times to service calls and enables on-the-spot diagnosis and resolution of issues. Inventory management features ensure engineers have the necessary parts and tools, reducing return visits. GPS tracking optimizes route planning, saving time and fuel. Moreover, the system facilitates immediate billing and feedback collection, enhancing customer satisfaction. By streamlining field operations, the factory can achieve greater productivity, reduced operational costs, and improved service quality, leading to increased customer loyalty and revenue.
  • Epicor Real Time Costing
    Epicor Real-Time Costing provides significant benefits to a machine production factory by offering immediate visibility into the costs associated with manufacturing processes. This system enables the factory to track and analyze expenses as they occur, allowing for more accurate and timely financial reporting. By understanding the exact cost implications of raw materials, labor, and overheads in real-time, managers can make informed decisions to optimize production efficiency and reduce waste. This proactive approach to cost management helps identify profitability challenges early, facilitating swift adjustments to pricing strategies or operational practices. Ultimately, Real-Time Costing empowers a factory to improve its cost control, enhance competitive pricing, and boost overall profitability through precise and dynamic financial oversight.
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Scheduling Board

Manufacturing Executive System (MES)

Mobile Field Service

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