Solutions and Services

Datix has a heritage of ERP and CRM software sales and implementation, systems integration, custom software development, ecommerce and consulting that started in 1997. This blog puts as much of our accumulated expertise at your fingertips as possible.

The Benefits of Lean Manufacturing ERP Principles

Examples of Lean Manufacturing ERP Support Businesses everywhere are harnessing the power of lean manufacturing methodologies. Once a primary approach to batch manufacturing and distribution, now a modern means of running a business of any size. Lean six sigma, a form of process excellence for businesses, encompasses the idea of lean ideologies and the elimination of …

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Epicor SSRS Report Setup and Overview

Epicor SSRS Report Setup and Overview As a leading Epicor consultant for the mid market, we’ve noticed that a lot of Epicor customers have recently reached out to us regarding Epicor SSRS reports. As with any new system, Epicor 10 has some great new innovations; however there are always new items that take a little …

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Food ERP White Paper – Epicor For Food Businesses

Food ERP White Paper – Epicor For Food Businesses Introduction Download the free white paper Recent changes in food quality and contamination prevention mandates have changed the face of food manufacturing, supply chain, packaging, and distribution. New federal regulation—coupled with—demands from major retailers, are forcing food industry entities to streamline, revamp, and reform their product …

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Import Salesforce Data Into Epicor

Import Salesforce Data Into Epicor Importing Salesforce data in to Epicor can prove to be extremely valuable for a number of reasons. Some of the most common questions our ERP and CRM consultants get relate to how businesses can effectively integrate the data in one system with the other. We deal primarily in Epicor ERP projects, so we’ve had …

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Global Availability of Epicor 10 Connector for MS Dynamics CRM

Epicor 10 Connector Allows Integration for Dynamics CRM Datix Inc. is proud to announce – as a part of Microsoft Convergence 2015 – the global availability Datix Connect for Microsoft Dynamics. Datix Connect for Dynamics CRM is a pre-built, all-in-one Epicor 10 connector that allows seamless integration and flows of data between Epicor 10 and …

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Why Connect Epicor With CRM?

Why Connect Epicor With CRM? If you want data to help your business deliver more efficient processes and to improve how your business uses software you should strongly consider integrating your ERP with your CRM. Your business could save hundreds of hours a week, make processes more efficient, and create a single source of the truth. We …

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Infographic: Epicor System Upgrade, or Reimplementation?

 Epicor System Upgrade vs. Reimplementation There are a lot of benefits to upgrading your current Epicor system to the new Epicor version 10. We’ve actually covered those previously, and are quite confident that Epicor does as good of a job as anyone selling the benefits of doing so. However, what we often find many struggle with is the …

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Upgrading Epicor Software Version 10

Upgrading Epicor Software to Version 10 There are a lot of benefits to upgrading Epicor software to the new Epicor version 10. We’ve actually covered those previously, and are quite confident that Epicor does as good of a job as anyone selling the benefits of doing so. The question we commonly get is, “what are …

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Change Management Matters During an Implementation

Implementing a CRM or ERP or other enterprise system at a company – of any size – is an immense challenge and investment of manpower and money.

But without an investment in organizational commitment and the right mindset, the project could be doomed from the beginning, resulting in over-runs and low adoption of the new technology. And while project over-runs are the immediate pain, lack of adoption prevents you from capturing all the value of the new enterprise system for years to come.

But it doesn’t have to be this way. This week, Kyle looks at the Kotter 8-Step Process for Leading Change as a framework for realizing the value of your enterprise software investment.

Business Process Modeling: It’s Non-Negotiable

  Defining Business Processes for Your Organization (Part 1 of 2) When setting up the project plan for a software implementation, companies often seek to cut out business process modeling in the interest of saving time and effort. However, at Datix, this step is a non-negotiable part of our process, because we know there is …

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Why Your Salespeople Hate CRM

Why Your Salespeople Hate CRM Sales managers and company executives, you have a problem on your hands. You have invested in a CRM system, but despite all of the begging, pleading, threats, and motivational activities, it hasn’t been the silver bullet you thought it would be. You read the Aberdeen Research reports* saying that companies …

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Small Manufacturers: Fix Bad Processes without Breaking the Bank

  Have you ever felt stuck with a process that was clearly not working, but feared the solution would be too expensive? With a fresh set of eyes, the right analysis process and a dash of creativity, the solution may be more attainable than you think. A recent client, a small, private manufacturer, was producing …

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Replace Your Outdated Whiteboard with a Digital Solution

Manufacturers have always needed to track shop floor activity. In recent years this has taken on many forms, including production updates hand-written on shop floor management boards. The issue I have seen, in working with our clients, is those shop floor boards are not providing real-time information that is so absolutely crucial to planning and production. The good news? A straightforward solution, with a tremendous impact on shop floor productivity, is well within reach. It is possible to easily replace shop floor management boards, like one of our manufacturing clients did, with an automated solution in Epicor ERP.