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Epicor Collaborate
System notifications and team collaboration embedded in your Epicor system. Enable real-time decision-making, anytime, anywhere.
Communication Amplifies Swift Resolution
Collaborate, embedded in Epicor, enables real-time access to metrics and alerts, improving inter-departmental communication for smarter decisions.
How to query Epicor data with ease? Just talk to Epicor Virtual Agent (EVA) in Collaborate. Querying Epicor data is straightforward. Easily customize alerts. Receive prompt notifications with actionable data links for streamlined operations. Discuss these notifications and metrics within message streams for quick, informed decision-making.
Collaborate also fortifies compliance with advanced security and moderator roles, making Epicor an efficient hub for team collaboration and intelligence.
- Real-time access to system alerts and metrics sharing
- Enhanced compliance and security
- Unified conversation: Collaborate integration with Microsoft Teams
Empowered Interactions, Elevated Outcomes
Real-time Access to Alerts and Metrics Sharing
Immediate system notifications with drillable data for real-time updates on key operational events enable proactive team responses.
Additionally, team members can access live metrics from Grow BI, Data Discovery, or Home Page widgets, sharing them within a Collaborate message as an intuitive visual aid.
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Enhanced Compliance and Security
Collaborate ensures enhanced compliance with built-in security, moderating discussions to meet standards like GDPR and SOX.
This minimizes risk and instills confidence among stakeholders, securing sensitive information while promoting informed interactions to foster a secure, regulatory-compliant environment.
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Unified Dialogs: Collaborate Meets Microsoft Teams
Integrate Collaborate and Microsoft Teams for bi-directional communication and document transfer. This bridge enriches interactions with stakeholders like customers and suppliers, driving projects to swift, informed conclusions.
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Epicor is proud to be recognized as a Leader in the 2025 Gartner® Magic Quadrant™ for Cloud ERP for Product-Centric Enterprises, marking three years in a row.
Capabilities
Effortlessly access Collaborate on mobile devices. Its responsive web design instantly adapts to any device size for a seamless user experience from the largest tablet to the smallest smartphone.
Its optimized interface makes navigation a breeze, promoting on-the-go productivity.
EVA streamlines mundane tasks. Retrieve customer or inventory details through simple text commands.
Within Collaborate, prompt @EVA and receive richly formatted information instantly, facilitating smooth data access. The commands are as versatile as those in the EVA mobile app, enhancing your operational efficiency.
Ease the workload on IT by providing self-service access to 70+ notification rule choices for users.
Customize notifications via Change Data Capture Management or Business Process Management, so relevant alerts reach the right teams, fostering quicker response to evolving business scenarios.
Assign moderators via the "Collaborate Moderator" to ensure conversation compliance with company standards. Users can privately report posts for moderator review and action in a specialized stream.
The "Creator" security group enables creation of new groups and special hashtags linked to Epicor entities to organize the Collaborate environment. Features nurture innovation and timely communication among team members, meeting customer expectations.
Collaborate serves as your Epicor communications hub. Send requests to EVA, share metrics via Grow BI or Epicor Data Discovery, and initiate chats with event notifications.
Employees can share observations while BPM facilitates custom alerts in Collaborate streams, modernizing emails and pop-up notifications. Receive alerts with Epicor IoT integration, message stakeholders in Microsoft Teams, use Epicor ECM to securely manage documents, and automate workflows in Collaborate.
Easy information sharing across staff and departments for timely problem-solving, better project progression, and idea generation.
Collaborate acts as a robust repository of Epicor-linked hashtags and searchable messages to find solutions to recurring customer issues and store process knowledge.
Collaborate can be hosted in the U.S. Government Cloud as an option to meet more stringent security and compliance needs.
This is ideal for government contractors abiding by International Traffic in Arms Regulations (ITAR) and medical device manufacturers adhering to FDA regulations.
Epicor Collaborate ensures secure and scalable data management to foster a compliant environment. This allows effective collaboration among government agencies, researchers, and other stakeholders.