EPICFORCE TECH’S PROVEN METHOD TO BOOST USER ADOPTION OF EPICOR ERP FEATURES

Epicforce Tech’s Proven Method to Boost User Adoption of Epicor ERP Features

Epicforce Tech’s Proven Method to Boost User Adoption of Epicor ERP Features

Blog Article

Introduction: The ERP Adoption Gap

Deploying Epicor® ERP is a major milestone. But the real challenge begins after go-live—getting your team to actually use its features consistently, correctly, and confidently.

Many ERP implementations underdeliver not because of bad software, but because of poor adoption. Users default to old habits. Dashboards go unused. Manual workarounds persist.

That’s where Epicforce Tech delivers results—by helping companies move from technical deployment to full-scale user engagement. This post details our proven method for boosting Epicor ERP feature adoption and transforming your ERP from a system of record into a system of action.

The Cost of Low User Adoption

Even the best ERP system will fall short if users:

  • Don’t understand how to use key features

  • Avoid change and continue with legacy processes

  • Complain about system complexity without support

  • Create data errors that compromise reports and KPIs

This leads to:

  • Incomplete system data

  • Increased reliance on IT

  • Poor ROI on ERP investments

  • Resistance to future upgrades or modules

User adoption isn’t just an afterthought—it’s a critical success factor.

What Does “Adoption” Really Mean in Epicor?

User adoption goes beyond logging in. At Epicforce Tech, we define adoption as:

  • Consistent usage of features aligned with job responsibilities

  • Correct execution of ERP-driven processes and workflows

  • Confidence in the system as the single source of truth

It’s about turning Epicor ERP from something employees have to use into something they want to use.

Epicforce Tech’s 6-Step Adoption Method

Our adoption framework focuses on behavioral change, not just technical instruction. Here’s how we do it:

Step 1: User Mapping and Role Profiling

We begin by mapping:

  • Each user’s job role

  • The Epicor features they should interact with

  • Their current ERP usage patterns

  • Skill gaps or knowledge barriers

This creates a clear adoption baseline and identifies high-impact opportunities for change.

???? Example:
If your purchasing team isn’t using supplier performance tracking features, we identify why—lack of awareness, training, or relevance—and build a plan to address it.

Step 2: Workflow-Driven Training Plans

Training fails when it’s too generic or theoretical. That’s why we:

  • Design role-specific training tracks

  • Focus on end-to-end workflows (e.g., quote-to-cash, procure-to-pay)

  • Incorporate live systems and sandbox simulations

  • Align every session with real business tasks

When users train in the context of their actual responsibilities, adoption increases dramatically.

Step 3: Visual Aids and Embedded Help

People forget what they learn—unless they have accessible reference points. We enhance adoption by providing:

  • Job aids (step-by-step guides)

  • Quick-reference cheat sheets

  • Embedded tooltips or instructions inside Epicor

  • Short video tutorials for common tasks

This minimizes the support burden and empowers users to solve problems on their own.

Step 4: Champion Networks and Peer Coaching

Change spreads best from within. Epicforce Tech helps identify and train:

  • Departmental champions who lead by example

  • Peer coaches who assist during adoption rollouts

  • Feedback loops for real-time learning and issue resolution

This creates a culture of enablement and reinforces learning without overburdening IT.

Step 5: Adoption Metrics and Monitoring

What gets measured gets improved. We track:

  • Feature-level usage reports (e.g., dashboards accessed, reports generated)

  • Login frequency by department

  • Time-to-completion for key ERP workflows

  • Help desk tickets related to ERP usage

This data allows us to course-correct training efforts and prioritize support where it’s needed most.

Step 6: Recognition and Reinforcement

Adoption is about habit-building. We support long-term usage through:

  • Gamification strategies (leaderboards, completion badges)

  • Recognition programs for early adopters

  • Quarterly refreshers and feature spotlight sessions

  • Executive buy-in and endorsement of system use

The more visible ERP success becomes, the more it motivates others to adopt.

Common Epicor Features That Struggle with Adoption

At Epicforce Tech, we often see underutilization in these areas:

Feature Common Adoption Issues
Dashboards Users don’t know how to customize or interpret them
BAQs Only tech teams use them; end-users unaware of value
BPMs Automations ignored or bypassed due to lack of understanding
Project Management Used inconsistently across teams
Forecasting & MRP Inputs are inaccurate due to user gaps
CRM Module Sales teams revert to spreadsheets

We tailor our adoption strategy based on your licensed modules and real usage challenges.

Results You Can Expect

When our adoption framework is implemented, organizations typically see:

✅ Increased usage of dashboards and reports
✅ Reduction in manual workarounds and duplicated efforts
✅ Improved accuracy of system data
✅ Shortened onboarding time for new hires
✅ Higher ROI from Epicor ERP investment

Case Snapshot: Turning Around a Struggling Epicor Rollout

Client: A manufacturing firm implemented Epicor but saw low adoption six months post-launch.

Problems:

  • Finance team refused to abandon Excel

  • Sales reps avoided the CRM module

  • Production staff made frequent data entry errors

Epicforce Tech’s Approach:

  • Ran workflow-specific training sessions for each team

  • Created job aids and on-demand tutorial videos

  • Introduced a dashboard usage competition with team rewards

  • Tracked and published feature adoption KPIs company-wide

Results:

  • System usage grew by 60% in three months

  • Data accuracy improved significantly

  • Leadership gained visibility into real-time metrics

Why Epicforce Tech is Your Ideal Adoption Partner

Unlike standard ERP consultants, we bring a people-first lens to ERP success. Our value lies in:

  • Understanding both the technical and human sides of ERP

  • Creating content and programs that users actually want to engage with

  • Driving measurable outcomes—not just training completions

  • Empowering organizations to maintain adoption long after we leave

We don’t just enable the system—we enable your people to use it well.

Final Thoughts: Adoption is the Real ROI Multiplier

No matter how advanced your ERP features are, they won’t generate value until users embrace them. With Epicforce Tech’s proven methodology, you can accelerate feature adoption, reduce operational friction, and turn Epicor ERP into the engine it was meant to be.

???? Want to See Stronger ERP Adoption in Your Organization?

Let’s build a plan to help your team actually use Epicor—not just have access to it. Talk to Epicforce Tech about improving user adoption with a tailored, proven strategy.

???? info@epicforcetech.com
???? (888) 280-5585

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