Small or mid-sized businesses will benefit most from an ERP system if it can be customized as much as possible and the company can take advantage of the most cutting-edge ERP technology available.
Why is customization so important? Smaller organizations may not need all of the features that a larger company might require, and the more streamlined you make your data, the more efficient the system is for your company. After all, small and mid-sized companies still have plenty of data to contend with, they just might have fewer staff or resources to analyze and interpret that data.
A user-based dashboard through which to access your data is essential, but sometimes the amount of data available on the dashboard is overwhelming. A dashboard that shows a customized slice of prioritized data, online and live, makes the most of your attention. According to Epicor, applying filters and changing settings with ease helps control exactly what data appears on your dashboard.
Another way to tailor the data access is by personalizing the environment the employees use on a daily basis. Because each employee in a company will use an ERP system in his or her own way, each user can tailor the interface to optimize the time spent on the system. By changing tab stops, window positioning, fonts and colors, and visibility of fields, each user can maximize his or her use of the interface based on customized settings.
Everyone is prone to occasional errors, and Epicor suggest another good way to customize data is through business process management (BPM). Epicor’s BPM system allows users to set certain rules to help combat common errors and ensure that your data is accurate. For example, you can set the system to flashy a warning message, prevent entries for orders too far in the future, send emails to the customer and salesperson once a shipment has shipped, or send emails to managers to confirm orders over a certain dollar amount or at a high discount to add a second layer of security.
Data For Business
In addition to customization, it is important to consider exploring ERP technology that keeps up with today’s fast-paced business environment. Data is valuable, but it is worthless if it is not readily available and easy to work with when you need to access it. The following features of ERP will help you access your data efficiently and keep your business on the cutting-edge.
We all know that information is getting more mobile. Mobile access to your data means being able to pull up numbers and cite examples when questions arise, making everyone in your business more accurate and aware. Checking the status of production flow, inventory, and money is instant, easy, and compatible as employees start to prefer constant access to vital information.
Access to data is important, but so is the ability to interact with that data. Epicor ERP has enabled integration with Microsoft Excel—making grid access easier than ever. The speed in entering, deleting, and making changes to your data is increased with a system that allows grid entry. A system like this allows users to make sweeping changes across multiple records and paste rows of data from Excel spreadsheets without worrying about retyping.
ERP customization and data access is becoming easier than ever as major companies like Epicor begin to adopt small- and medium-sized manufacturing organizations.