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 your Epicor® ERP system is not just a technical task — it’s a strategic opportunity. But without proper planning and assessment, ERP upgrades can go off-track fast: data issues, customization conflicts, missed dependencies, and unexpected downtime.

That’s why Epicforce Tech offers a dedicated Pre-Upgrade Audit service — designed to identify risks, clean up your system, and create a clear roadmap for success before a single line of code is touched.

In this blog, we’ll walk you through exactly how our Pre-Upgrade Audit works, what we uncover, and why it's essential for manufacturers, distributors, and service businesses running Epicor® ERP.

???? Why ERP Upgrades Fail — And How to Prevent It

Many Epicor® ERP upgrades underperform or fail due to poor preparation, such as:

  • Outdated or unused customizations that conflict with the new version

  • Incomplete documentation of existing business processes

  • Data integrity issues that cause migration errors

  • Poorly scoped integrations or third-party tools

  • Inadequate testing plans or go-live readiness

Epicforce Tech’s Pre-Upgrade Audit helps companies fix before they fail — by uncovering issues proactively and aligning technical readiness with business priorities.

???? What Is a Pre-Upgrade Audit?

A Pre-Upgrade Audit is a structured review and readiness check of your entire Epicor® environment — from infrastructure to customizations, user workflows to data quality.

At Epicforce Tech, our audit covers:

  1. Technical Infrastructure & Hosting Review

  2. Customizations & BPM Analysis

  3. Data Integrity & Clean-Up Assessment

  4. Security & Role-Based Access Review

  5. Integration Mapping

  6. Reporting & Dashboard Evaluation

  7. Upgrade Path Analysis & Risk Scoring

The result is a clear, prioritized roadmap for upgrade readiness — with identified gaps, quick wins, and critical risks.

????️ Step-by-Step: How Epicforce Tech Runs Your Pre-Upgrade Audit

1. ???? Discovery & Environment Walkthrough

We begin with a structured session to understand:

  • Your current Epicor® version and modules

  • Live vs. test environments

  • Number of active users and locations

  • Hosting platform (on-premise, cloud, hybrid)

We document your ERP architecture and gather details on:

  • Performance metrics

  • Pain points

  • Business goals for the upgrade

2. ⚙️ Customization & BPM Inventory

Most upgrade problems stem from undocumented or outdated customizations.

We:

  • Identify all BPMs, UD fields, user modifications, and extensions

  • Assess compatibility with target Epicor® version

  • Flag deprecated functions or unsupported code

  • Score each item by business impact and risk

We provide recommendations on:

  • What to retain

  • What to refactor

  • What to eliminate

3. ????️ Data Clean-Up & Validation Checks

An upgrade is the perfect time to clean up your ERP data.

We analyze:

  • Master data (customers, vendors, items)

  • Transactional data (orders, jobs, invoices)

  • Orphaned records

  • Duplicate entries

  • Field validation gaps

We generate data quality reports with recommended fixes — so you're not migrating “garbage in, garbage out.”

4. ???? Security & Permissions Audit

Security models often evolve organically over time — and become messy.

We:

  • Review all user roles and permissions

  • Identify redundant or risky access

  • Map role alignment with departments

  • Check for expired accounts or orphaned roles

  • Prepare a post-upgrade role-mapping plan

This helps reduce audit risks and enforces clean access policies.

5. ???? Integration & API Compatibility Mapping

Upgrades can break integrations if endpoints or dependencies change.

We map:

  • All API-based and file-based integrations

  • Touchpoints with CRM, MES, WMS, HR, and finance systems

  • Third-party applications and automation workflows

  • Data sync frequency and volume

We then check compatibility with the upgrade version and flag required changes.

6. ???? Reporting & Dashboard Gap Analysis

Are your current reports still relevant? Are dashboards loading slowly?

We:

  • Inventory SSRS, BAQs, and dashboards

  • Flag performance-heavy reports

  • Identify duplication or outdated views

  • Recommend optimization or consolidation

We ensure your most-used reports continue working post-upgrade — or get replaced with better ones.

7. ???? Upgrade Readiness Scorecard

At the end of the audit, we provide a comprehensive readiness scorecard, covering:

Area Status Risk Level Recommendations
Customizations 18 total High Refactor 6, Retire 3
Data Quality Moderate Medium Deduplicate vendors
Reports 42 total Medium Consolidate 12 into 3 views
Security Roles 55 mapped Low Remove 6 obsolete roles
Integrations 6 active High 2 require API updates

This creates alignment across your technical and business teams — and prevents surprises later.

⚡ Real-World Impact: A Pre-Upgrade Audit in Action

Client: A mid-size manufacturer with Epicor® 10.2, planning to upgrade to Kinetic.

Challenges Identified:

  • 5 unsupported BPMs

  • 2 dashboards with hardcoded values

  • 250+ duplicate customer records

  • 3 integrations needing rewrite for REST API

Epicforce Tech’s Outcome:

  • Pre-migration cleanup done in 3 weeks

  • Zero post-upgrade data issues

  • 2-day go-live downtime vs. estimated 5 days

  • 100% report continuity on day one

Result: The client avoided $50K+ in potential downtime and consulting costs.

✅ Benefits of a Pre-Upgrade Audit

  • ???? Avoid last-minute surprises

  • ???? Reduce upgrade costs

  • ???? Clean up data, roles, and code

  • ???? Ensure better performance post-upgrade

  • ???? Improve system understanding for business users

  • ???? Build a smarter, leaner ERP environment

???? Why Choose Epicforce Tech?

Epicforce Tech brings a structured, proven approach to pre-upgrade audits with:

  • Epicor®-certified consultants

  • 10+ years of ERP audit and implementation experience

  • Cross-functional understanding of manufacturing, distribution, and finance

  • Ability to handle technical audits and functional interviews

  • Full documentation and upgrade project planning included

We don’t just flag problems — we fix them with you.

???? Plan Your Epicor® ERP Upgrade the Right Way

If you're considering an Epicor® ERP upgrade in the next 6–12 months, the time to start preparing is now.

???? Email: info@epicforcetech.com
???? Call: (888) 280-5585
???? Visit: https://epicforcetech.com

Let Epicforce Tech help you build a smarter, cleaner, and upgrade-ready ERP environment — so you can focus on growth, not recovery.

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