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Epicor ECM Workflow Automation Solutions

Transform Your Business Processes with Epicor ECM Workflow Automation

Smarter. Faster. More Accurate. Epicor ECM streamlines your operations from HR to AP to Sales.

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Overview
Benefits
Capabilities
Contact

What is it?

Epicor ECM (Enterprise Content Management) offers a suite of automation solutions tailored for manufacturing, HR, sales, and finance teams. Whether you're processing thousands of invoices, managing employee records, or handling complex sales orders, Epicor ECM eliminates manual tasks, reduces errors, and accelerates workflows. With seamless integration into platforms like Kinetic, Microsoft Dynamics GP, and Vision, Epicor ECM empowers your teams to focus on strategic goals instead of paperwork.

These automated processes have enabled Controlled Products to grow 20% to 25% in a year without adding additional AP personnel.

Explore Capabilities
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Benefits

Boost Operational Efficiency

Epicor ECM automates repetitive tasks like invoice matching, sales order entry, and HR document filing. This reduces processing time, eliminates bottlenecks, and frees up staff for higher-value work.

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Ensure Compliance and Security

With built-in audit trails, HIPAA compliance, and secure access controls, Epicor ECM helps you meet regulatory requirements while protecting sensitive data across HR and finance operations. Supports FLSA, ADA, ADEA, HIPAA, andFMLAcompliance for HR document management.

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Improve Accuracy and Visibility

Intelligent Data Capture (IDC) and automated validation workflows reduce human error and provide real-time visibility into document status, approvals, and exceptions—enhancing decision-making and customer service.

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Data Point

Manual sales order entry costs between $24–$41per order. Epicor ECM Sales Order Automationslashes this cost by automating the entireprocess.

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Capabilities

Intelligent Data Capture (IDC)

AI-powered document recognition extracts key data fields without templates, mimicking human reading for unmatched accuracy.

Advanced Workflow Automation

Graphical workflow designer routes documents to the right people at the right time, ensuring timely approvals and processing.

Cross-Platform Integration

Seamlessly integrates with Epicor Kinetic, Vision, and Microsoft Dynamics GP to validate data, automate entries, and sync records.

Mobile and Cloud Access

Access, approve, and manage documents from any device, anywhere—ideal for remote teams and multi-location operations.

Electronic Purchase Order Capture

Supports scanning and indexing of purchase orders from PDFs, TIFFs, and other formats for seamless digital processing.

Manual Review Support

Allows human oversight when needed, enabling flexible handling of complex or exceptional orders.

Exception Routing

Identifies issues and routes them to the appropriate person for resolution, ensuring no order is lost or mishandled.

Auto Allocation and Fulfillment

Orders without exceptions are processed directly, speeding up fulfillment and reducing manual intervention.

Request an ECM Demo

  1. Submit your demo request here.
  2. We'll reach out to schedule a convenient time for the demo, and ask a few questions to make sure we provide an experience tailored to your needs.
  3. You and your team sit in on a live demonstration, where we illustrate how ECM can help solve your particular business challenges.

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