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 my options, and how much will it cost”?

Whether you like the slick new dashboards or the improved reporting, upgrading Epicor software to version 10 has a lot of new features designed to make things easier and friendlier for users. However, if you try to upgrade from a version that isn’t 9.05 there’s a good chance you could be asking for trouble. Our founder, Bryan Sapot, explains this common question and the associated risks in the video below.

VIDEO: Upgrading to Version 10

The 3 questions Bryan mentions above that you must ask yourself prior to upgrading Epicor software are…

1.) What version will you be upgrading Epicor software from? The current version of Epicor  – 9.05 –  is straight forward unless your firm needs numerous customizations, bpms, and reports. If you have clean data and you feel good about moving to Epicor 10, there’s a good chance you’re in good shape.

2.) How happy are you with your current data? If you are considering cleaning up your data and eliminating dual entries this is a great time to do so. As a part of the re-engineering portion, companies are able to rethink their data structures (Customer and Vendor Schemas, Chart of Accounts, etc.), re-train employees, and standardize processes. They are also able to cleanse their data prior to uploading it to the new system. With a re-implementation reconciliation of old data is not go-live necessary because it is stored separately from your new system.

3.) Do you have a lot of system customizations? The current version of Epicor software is straight forward unless your firm needs numerous customizations, bpms, and reports. If you have clean data and you feel good about moving to Epicor 10, there’s a good chance you’re in good shape. If you have customizations in those particular areas, there’s a good chance you may want to consider a reimplementation to ensure a clean transfer of data.

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Still not sure? We get this questions a lot. Send our experts a message about Epicor software and they can talk you through the process. Datix is an Epicor Gold Partner and has 17+ years of experience helping the mid-market with their enterprise software.

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