Skip to main content

Founded in 1958 as a family farm in England’s West Country, BV Dairy is now a thriving modern business. Each year, the company purchases 35 million liters of milk from dairy farms within a 25-mile radius of their production facility in Shaftesbury, Dorset and turns them into dairy products for food distribution and manufacturing firms. BV Dairy’s range includes their award-winning Dorset clotted cream, as well as yogurts, buttermilk, soft cheese, and mascarpone.

The Challenge

BV Dairy is committed to ongoing annual growth of at least 10 percent, and they’re keen to secure new market share and explore new product ideas. To continue their growth journey and to help their team meet these targets, the company wanted to expand their use of the Epicor enterprise resource planning Epicor Kinetic.

The company had already been using Epicor Kinetic for some time, as they initially started using the solution for financial processes. However, as BV Dairy continued to grow, ERP Systems Manager, Mark Damen, wanted to extend the use of Epicor Kinetic to optimise efficiency and outputs.

BV Dairy had started to integrate multiple processes with Epicor Kinetic—including label printing, traceability assurance, customer data exchange, and more. As a next step in the company’s technology evolution, Damen decided to add content management capabilities, and the search was on for the most suitable solution.

Choosing the Best Candidate

Damen had seen the Epicor ECM demonstrated at several Epicor user group events, and he had been impressed with the ease of integration with the Epicor Kinetic solution.

Due diligence is vital for any business, and BV Dairy thoroughly assessed four potential solutions. However, Epicor ECM stood out from the crowd because of its capabilities and integration simplicity.

Quick Results

Epicor ECM proved its worth very quickly by yielding tangible benefits in the accounts department within the first few weeks. One of BV Dairy’s main requirements from the new system had always been to automate mundane tasks so that the staff who had previously undertaken them could focus on processes that would add value to the business—including analysis, forecasting, and reporting.

Almost immediately, Epicor ECM freed up time in the accounts department—releasing staff to perform more complex tasks and thus help fuel corporate growth.

“We noticed the benefits of Epicor ECM almost immediately in our accounts department. Automation gave staff time to do more—such as helping budget holders to process invoices. It really made a difference very quickly,” Damen added.

The benefits of Epicor ECM were also quickly felt in other administrative processes. Previously, staff had to manually sort the hundred or so delivery notes received daily arranging them into numerical order and logging them as having been signed. The integration with Epicor ECM has drastically reduced the time needed to do this by around 10 hours per week.

Epicor ECM gives us the power to add and retrieve more documents to and from the system, and this is an area that holds great potential for us. It increases our accuracy, efficiency, and traceability. Furthermore, this solution has plenty of flexibility that lets us tune and tweak workflows as our business processes change and grow. Most of all, the introduction of Epicor ECM has allowed us to streamline processes and save time—notably in terms of invoice approval and delivery note processing—because it brings all of the relevant information and documentation together in one place.

Accuracy in this field is a KPI for the company. Under the new system, when the delivery notes are scanned in, the system picks up the document number automatically, cross-references it to check validity, marks it as received, and stores appropriate information in both the Epicor Kinetic and ECM to permit cross-referencing and searching from each. Damen described this change as “revolutionary.”

“Epicor ECM also takes some of the decision-making out of processes because it checks that documents have been received and/or approved and passes them through automated workflows as appropriate. If there’s an issue with an invoice—for example Epicor ECM can automatically route it back to the budget holder,” he added.

Customised Solutions

When asked to name the best features of BV Dairy’s current integrated system, Damen is quick to respond. “With Epicor Kinetic, there’s a lot of base functionality straight out of the box, but the ability to customize and tailor processes within is what makes it really powerful,” he said. “For example, we have built an updateable dashboard and then customized it for our job receipt inventory. As a result, a job that used to take three steps—and three screens—in Epicor is now down to a single button while still honouring all of the business rules in the system.”

Have there been any issues? “Not really,” said Damen.

“We did notice how different the Epicor ECM interface is from that of the Epicor Kinetic system, but it’s still very easy to use. Since implementing workflows, it’s night and day different—it just works now.”

Looking Ahead

Having integrated Epicor ECM with Kinetic, the staff at BV Dairy are delighted, and the company remains committed to their path of constantly updating the solution and integrating Epicor ECM workflows throughout the business.

Finally, does BV Dairy foresee any impact on the company’s bottom line, even this early on in the implementation process? “Yes,” said Damen, unequivocally.

Company Facts

  • Location: Shaftesbury, United Kingdom
  • Specialist Industry: Food and Beverage Manufacturing
  • Website:


  • BV Dairy needed to expand upon their use of Epicor for financial processing to support business expansion, to optimise efficiency and for better process integration
  • Reduce manual, time-consuming administrative tasks.


  • Epicor ECM automation, which allowed the staff to improve efficiency, accuracy and traceability.
  • Freed up staff to perform more complex business tasks to drive business strategy and growth.
  • Integration with Epicor ECM
Get In Touch
We’re here to learn about your needs and help you curate the right solution. Drop us a line with your questions or feedback, and we'll be in touch soon. Need support? EpicCare is just a click away.

Fields with an * are required

Epicor values your privacy. Website terms and conditions.