FIX BEFORE YOU FAIL: EPICFORCE TECH’S PRE-UPGRADE AUDIT FOR EPICOR® ERP

Fix Before You Fail: Epicforce Tech’s Pre-Upgrade Audit for Epicor® ERP

Fix Before You Fail: Epicforce Tech’s Pre-Upgrade Audit for Epicor® ERP

Blog Article

Upgrading Epicor® ERP can be a turning point for your business — or a costly misstep. The difference often comes down to how well you're prepared before the upgrade starts.

At Epicforce Tech, we’ve seen businesses struggle with failed upgrades, unexpected downtime, broken customizations, and lost data — all because they skipped one critical step: the pre-upgrade audit.

In this post, we’ll walk you through why a pre-upgrade audit is essential, what it covers, and how Epicforce Tech helps you fix what’s broken before it breaks your upgrade.

???? Why Upgrades Fail Without an Audit

Upgrading Epicor® ERP isn’t just a technical task — it’s a full operational shift. Without auditing the current state of your system, you’re likely to face:

  • Customization conflicts that break during the upgrade

  • Data quality issues that delay go-live or corrupt your new environment

  • Outdated reports or dashboards incompatible with the new version

  • Security risks due to over-permissioned or unused user roles

  • Integration failures because of changed APIs or missing dependencies

A pre-upgrade audit by Epicforce Tech ensures you don’t move broken parts into a brand-new system.

✅ What Is a Pre-Upgrade Audit?

A pre-upgrade audit is a deep dive into your current Epicor® ERP environment to assess readiness for the next version.

It identifies:

  • What needs to be fixed, optimized, or retired

  • What poses a risk during migration

  • What can be improved to take full advantage of the upgrade

It’s not just about preventing failure — it’s about setting up for long-term success.

???? Epicforce Tech’s Pre-Upgrade Audit: What We Deliver

At Epicforce Tech, we provide a structured audit covering:

1. ???? System Environment & Infrastructure

  • Epicor® version history

  • Server health and configuration

  • On-premise, hybrid, or cloud readiness

  • Compatibility with Kinetic (if applicable)

2. ???? Customizations and BPM Review

  • Full list of User Defined fields, BPMs, dashboards, and modifications

  • Version compatibility status

  • Recommendations to refactor, retain, or remove

3. ????️ Data Integrity and Cleanup Plan

  • Duplicate record detection (customers, vendors, items)

  • Inactive or orphaned records

  • Transactional anomalies

  • Suggestions for cleansing and normalization

4. ???? Security and Role Review

  • Role-based access review

  • Obsolete user accounts

  • Unused security groups

  • Risk scoring for over-permissioned roles

5. ???? Integration Assessment

  • 3rd party connectors (CRM, MES, EDI, etc.)

  • API review (Classic vs REST)

  • Data sync logic and frequency

  • Impact analysis of upgrade

6. ???? Reports & Dashboards Review

  • Active BAQs, SSRS reports, and trackers

  • Performance audit

  • Usage metrics

  • Redundancy cleanup plan

7. ???? Business Process Fit

  • Gap analysis between current workflows and new features

  • Opportunities for simplification

  • Post-upgrade training impact

  • Workflow documentation status

????️ The Audit Process: Step-by-Step

Here’s how Epicforce Tech delivers your audit:

Step 1: Discovery

We host a kickoff session with your IT, operations, and leadership teams to understand your upgrade goals and existing challenges.

Step 2: Technical Scan

Our team conducts a full diagnostic scan of your Epicor® environment, including customization libraries, integrations, and server performance.

Step 3: Stakeholder Interviews

We talk to department leads to understand:

  • Which reports matter most

  • Where workflows break down

  • What improvements are expected in the upgrade

Step 4: Risk Report

We produce a detailed Upgrade Readiness Report, covering:

  • High/medium/low-risk areas

  • Quick wins

  • Critical issues needing resolution

  • Estimated effort for cleanup and fixes

Step 5: Strategic Recommendations

You’ll get a customized preparation roadmap, prioritized by business impact and technical risk — with timelines and resource planning.

???? What Happens If You Skip the Audit?

  • Extended downtime because of preventable conflicts

  • Loss of productivity from broken workflows

  • Cost overruns due to mid-project firefighting

  • Low user adoption because old habits don’t fit new systems

  • Missed opportunities to streamline and improve

A failed upgrade can cost 3–5x more than an audit.

???? Real-World Case Study

Client: Automotive parts supplier, 100+ employees
Current System: Epicor® 10.2
Goal: Upgrade to Kinetic with minimal downtime

Audit Findings:

  • 6 critical BPMs using deprecated functions

  • Over 1,200 duplicate customer records

  • 2 broken integrations with outdated APIs

  • 9 reports no longer in use, but still running

Actions Taken:

  • BPMs were refactored

  • Data cleanup scripts removed duplicates

  • Integrations were updated to REST

  • Reports were archived, and performance improved

Result:

  • 0 critical errors during upgrade

  • Go-live completed over a weekend

  • 15% faster performance on key workflows

Epicforce Tech saved the client 4 weeks of rework and $30K+ in estimated delays.

???? Who Needs a Pre-Upgrade Audit?

If any of the following apply to your organization, it’s time for a pre-upgrade audit:

  • You’ve customized your Epicor® ERP in the past

  • You haven’t done a system cleanup in over a year

  • You're planning to upgrade to Kinetic or a newer version

  • You rely on BAQs, integrations, or dashboards daily

  • You’ve had issues with previous upgrades or migrations

???? Benefits You’ll Gain

  • ???? Avoid costly errors during the upgrade

  • ???? Make informed decisions with clear insights

  • ⚙️ Improve system performance and stability

  • ✅ Ensure smoother testing and training cycles

  • ???? Reduce risk of user disruption and data loss

  • ???? Align ERP upgrades with your business strategy

???? Why Epicforce Tech?

We’re not just Epicor® consultants — we’re manufacturing and process optimization specialists who understand how ERP works in the real world.

What sets us apart:

  • 10+ years of Epicor® experience

  • Deep knowledge of Kinetic, Classic UI, and Cloud versions

  • Strong business + technical audit methodology

  • Transparent reporting and clear upgrade roadmaps

  • Hands-on execution support post-audit

Epicforce Tech doesn’t just flag problems — we help you fix them before they affect operations.

???? Ready to Get Audit-Ready?

If you're thinking about an Epicor® ERP upgrade, the most important step you can take is to prepare first — with clarity, confidence, and expert guidance.

???? Email us: [email protected]
???? Call now: (888) 280-5585
???? Visit: https://epicforcetech.com

Let Epicforce Tech help you fix before you fail — and upgrade with certainty.

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