5 Myths About Upgrading Epicor ERP

You probably feel like you have a good reason for not upgrading. After working with customers for the last few decades, we’ve heard it all. However, technology moves fast, and standing still with your current, outdated systems can cause major problems in the future. So, with that in mind, let’s go over the five most common myths about upgrading Epicor ERP and detail how we can make it easier on you.

1. “Our current product works for us”

While your software might still technically work, sticking with an older system can cause you to miss out on more user-friendly, modern functionality. Up-to-date software can also overcome talent gaps by attracting great people with the technology they expect to use at work and making it more responsive and mobile. Equipping your staff with the easiest processes to get their job done boosts your ability to adapt, change, and grow.

With outdated software, you’re not only missing out on an easier, more user-friendly system, but you’re also leaving your business vulnerable. Older software isn’t equipped to combat the latest security threats—leaving you and your business open to a breach. Also, as we focus on newer, innovative products, it becomes more challenging for us to support outdated versions. As a result, the level of support we can offer on older versions becomes limited, and in some cases, responses are delayed.

It’s true that your current product may work for now, but what about three years from now? Five years from now? To stay ahead of the competition, you need your software to address your needs both now and in the future.

2. “Upgrading is too disruptive to our business”

This is a big one. Whether it’s downtime while something installs or learning how to use the new platform, no one wants any software-induced disruptions in their day-to-day life. After all, if you can’t use your ERP, you can’t work.

Epicor has put in a considerable amount of effort to refine processes and build tooling to automate as much of the upgrade process as possible. The goal is to limit—and in most cases eliminate—downtime in the final cutover while reducing the cost and effort of upgrading. Some of the tools included in this approach are:

  • Analyzer for planning the upgrade
  • Data Upgrade Service where we deploy secure, fast, and scalable cloud resources to quickly upgrade your data—stepping it to the latest release
  • Cloud View if you wish to test drive your new data while your environment gets set up
  • Epicor Learning Center (ELC) where you can access training for your employees on the new features of the release

You can also minimise the impact of future change by upgrading more often. If you take small steps rather than big leaps, the changes won’t be so drastic. Once you’re on Epicor ERP 10, an ongoing upgrade strategy offers little disruption with the huge benefit of taking full advantage of your ERP investment.

In short, disruptions are always possible, but planning ahead and implementing an upgrade strategy can drive user adoption, reduce your learning curve, and ensure you’re always current.

3. “I’d have to do all the work myself or have to do everything with Epicor”

Bear with us here, but this one is both completely true AND completely false. You have the option to perform the upgrade on your own, with an Epicor partner, or with an Epicor representative—it’s totally up to you.

If you decide you want to take on the upgrade alone, we provide free upgrade tools such as documentation, the Analyzer, and Epicor Learning Center to help you make it through. You can also optionally contract with us just for the Data Upgrade service. This hybrid approach is recommended for those on early versions such as Vantage/Vista or Epicor 9, as the data upgrade passes through many versions and can be complex for users to approach on their own. 

Regardless of how you choose to upgrade, we have a proven methodology that we’ve perfected through years of upgrades. Tools and services are also available at every stage, so whether you upgrade with a partner or with Epicor experts, you can leverage our knowledge of the process to make it as smooth as possible.

4. “It’s too complicated”

Well, let us make it simpler for you! Our specially designed process makes it as easy as possible to upgrade to the latest version of Epicor ERP, and any complicated data issues get sorted out on our end.

Upgrading is also a lot easier if it’s done more frequently. Again, small steps are easier to handle than giant leaps, so if you do your best to stay as current as possible, upgrades will not only be simpler and easier to manage, but they’ll also yield a more predictable process moving forward.

The best part is, you don’t have to just take our word for it. By running the Analyzer tool, you can review your current software, identify any gaps you may have, and understand the full complexity of your upgrade.

5. “It’s too expensive”

While there is a cost associated with upgrading, the true expense is more of a balance between short-term costs and long-term costs. If you’d rather not take on those short-term costs now, you need to be sure you aren’t just kicking the can down the road and letting them snowball into long-term costs. You need to know how doing nothing can catch up to you, and you need to evaluate if that’s worth it to your business.

By upgrading now, you will see a return on your investment in increased efficiency, productivity, and ease of use. But it’s important to explore your upgrade options, as the most cost-effective method may not be what you expect.

If you’re still on the fence, we offer free tooling that can help get you started. We can also show you the costs, and then we can talk about your options if you still have concerns.

To learn more about how Epicor can help make your upgrade easier, check out this infographic.