Epicor ERP Best Practice Business Processes

The XSOL InOrder tool enables business processes to be modeled and visualized based on Epicor Best Practices, which have been implemented by over 20,000 businesses across more than 150 countries. By referencing these processes, companies can effectively manage and control their internal workflows without spending excessive time on drafting, adjusting, communicating, or training employees.

Business Process Management with XSOL InOrder

In addition to utilizing standard business processes based on Epicor Best Practices — the global foundation for Epicor ERP implementations — your business can also map out its current processes to clearly identify bottlenecks, inefficiencies, and opportunities for operational improvement. We are ready to support you through the following options:

  • Training on how to use the XSOL InOrder process modeling tool
  • Directly assisting your business in building and standardizing operational processes

Why Should You Implement XSOL InOrder?

Unlike diagramming software such as Visio — which only supports standalone diagrams and makes it difficult to establish a clear hierarchy — XSOL InOrder allows processes to be modeled visually, with a clear hierarchical structure and tight linkage between tasks, roles, and related departments.

For example:

From the Group (corporate) level → to each subsidiary company → within each company are Business Process Groups (for example: Sales Process Group) → each group contains specific processes (for example: Sales to Cash) → within each process are stages, clearly assigned to specific roles → and within each stage are detailed tasks, which can be performed either within the Epicor system or externally.

Benefits for Businesses

Effective Management

Easily monitor the entire process, track who is responsible for what at each stage, minimizing the risk of mistakes or missed tasks.

Simplified Training

Easily access and understand tasks and workflows without spending much time on new employee training.

Resource Balancing

Quickly review each role’s involvement in specific process stages and check workload balance to promptly allocate resources.

Process Optimization

Easily identify bottlenecks and propose improvements with a clear overview and detailed view of each task.