How to Move from Vantage to Epicor 10

    Vantage Upgrade Epicor 10

    Upgrade For Business Success

    Is your firm considering an upgrade from an Epicor Vantage system to the latest 10 version? Like many others in your industry hoping to decrease costs and increase revenue, this might be a project worth considering in the near future. As an Epicor Platinum Partner and implementation expert, we're seeing more companies opting to shed their Vantage shell and make the crossover to modern ERP software.  So what's the best way to move from Vantage to Epicor 10?

    Epicor's Continuous Improvement

    Before we delve into the upgrade process, let's back up to describe Epicor's journey from Vantage to version 10.2 of their ERP software. Epicor introduced Vantage all the way back in 2005. Vantage was well received by the midsized market despite a latent economic collapse halting capital spending. It supported enterprises from a purely web-based platform—a profound way to supply data access to newly formed value chains—to cut costs and optimize efficiency. Epicor's Vantage model provided a tremendous amount of flexibility for suppliers. Essentially, supply chains could format the system to abide by their data and business models, rather than changing unique processes to fit the format of the software.

    Over a decade later, Epicor 10 remains true to that model. For many running the Vantage legacy system, the chance to move to 10 provides the same functionality, but with more versatility, machine learning for advanced data analytics and a whole lot of enterprise transparency. These fundamentals of the Epicor system are critical for any firm seeking to remain competitive in any industry. Epicor ERP 10 has added over 2000 new capabilities and simplifies processes with its 100% Microsoft Stack. The end of 2017 saw the release of Epicor 10.2, which includes the most comprehensive dashboards yet and enhanced business intelligence (BI) with Epicor Data Discovery. 

    Epicor's continuous improvement validates its commitment to providing the latest technology to meet the needs of companies looking to stay ahead in a highly regulated and increasingly global marketplace. So how should a company start a project of moving from Vantage to Epicor 10?

    Making the Move from Vantage to Epicor 10

    Upgrades can be a tricky process, generally something best left to third party implementation experts who wholly understand the ins and outs of a move from Vantage to Epicor 10. Primarily this is due to the broad differences in modular-structure of Epicor's Vantage system and Epicor 10 suites. As modern manufacturing and distribution has become remarkably sophisticated, Epicor has designed specialized drill-down capabilities to process more valuable data, along with many other dynamic optimizations. Some fields have become reconfigured and even moved to newer modules, reflecting Epicor's dedicated recognition of industry-specific process evolution and efficiency. Unfortunately, this means a move is not a one-to-one data transfer. Depending on your BPMs, customizations, and how clean your data is, moves from Vantage to Epicor 10 can vary wildly in complexity and cost.

    What to Consider

    For a successful move from Vantage to Epicor 10, project teams must take on these critical tasks:

    • Data Scrubbing: Data must be remarkably clean before go-live. That means no duplicate entries, no erroneous spreadsheets and no irrelevant databases. During the preliminary project phases, companies also have the chance to rethink how to improve data models. Retrain employees on how to manage data going forward and definitively standardize required legal data given Epicor's web-based architecture (SaaS). 
    • Customizations: Be aware that customizations can elevate the cost, time and complexity of software projects. As you look through your customizations, determine which are business critical, which are necessary but not needed immediately and which are no longer required. Ensure that critical customizations are implemented upon go-live, but other customizations don't need to be migrated or can be applied at a later date in a phased implementation plan. 
    • Reimplementation: As we've established, Vantage is old, at least in the fast-paced software world. Upgrading a system this outdated won't be as easy as moving from E9 to E10. That's because older systems are often built on a completely different architectural foundation. To move from Vantage to E10, your best option is for a reimplementation.
    • Regular Updates: Once you've moved to Epicor 10, you should create a plan for regular updates to protect your data and processes. To simplify the update process, Epicor has replaced its biweekly minor updates with major upgrades scheduled several months apart. The vendor will provide advanced notice of the updates to enable customers to test them before making changes, mitigating risk in your enterprise.

    Wrap Up

    Moving from Vantage to Epicor 10 indicates that your company is on the brink of innovation. Supporting projects of this magnitude largely involves selecting the correct methodology. An upgrade only works if project teams craft a plan that takes into account critical business needs and technical challenges. But often, software projects, especially moving from legacy software to a new system, require intervention from expert third-party consultants. Datix is an Epicor Platinum Partner with 20 years of experience helping mid-market manufacturers transform their businesses with software. We guide our clients throughout their software journeys, from first-time implementations to integrations and upgrades. Contact our Epicor experts to discover our optimal software solutions!

    CONTACT AN EXPERT AT DATIX TODAY!

    Jessica Staley

    Jessica Staley

    With multiple certifications in Epicor ERP, Salesforce and Microsoft Dynamics 365 CRM, Jessica has the expertise to manage various enterprise software projects and address each client’s unique pain points. As COO, she provides Datix with the vision and leadership necessary to deliver optimal solutions to manufacturers and distributors.

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