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Kinetic Tools & Technology

Tools that shape workflows, data, and user experience, so the software actively supports how your business operates and adapts over time.

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Tools for Optimized Workflows

Kinetic tools and technology provide manufacturers with flexible ways to tailor software to their specific business and industry needs. These capabilities support configuration and extension of workflows, data, and user experience, enabling processes that are informed by insight and designed to guide action across daily operations as requirements change.

  • Tailor workflows to industry-specific processes
  • Configure data and logic to fit operations
  • Design user experiences that guide action
  • Extend capabilities using structured tools 
  • Support change through insight-driven processes
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Benefits

Configure With Confidence At Platform Level

Kinetic tools are designed as platform extensions rather than one-off customizations. Logic, workflows, and data structures are defined in governed layers that align with the core system, supporting consistent behavior as the platform evolves.

  • Platform-level configuration model
  • Governed extension layers
  • Consistent system behavior
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Empower Both Business And Technical Teams

Visual designers and structured configuration allow business users to shape workflows and experiences, while technical teams retain access to services, APIs, and reusable logic for more advanced requirements.

  • Visual tools for business users
  • Shared framework for IT
  • Progressive capability depth
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Scale From Configuration To Full Extensibility

Kinetic tools support a natural progression, from configuring screens and workflows to extending logic and integrations. Teams can start with simple adjustments and expand capabilities as complexity and scale increase.

  • Start simple, extend when needed
  • Unified extensibility approach
  • Consistent tools across use cases
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Features

Shape How Work Gets Done

Kinetic provides tools that let teams define how processes behave across the business. Workflows, rules, and actions can be configured visually, allowing organizations to model how work moves through the system and responds to real operational conditions.

Tailored User Experiences

Users can tailor screens, layouts, and interactions to match how different roles actually work. The interface becomes a configurable layer, allowing teams to adjust how people engage with the system as responsibilities, priorities, and workflows evolve.

Own And Extend Your Data

Kinetic allows businesses to extend the data model to reflect products, customers, and processes unique to their operations. Added data becomes part of workflows, analytics, integrations, and the user experience, rather than sitting outside the system.

Automate Decisions And Actions

Built-in automation tools allow organizations to define conditions, validations, and responses directly within business processes. Actions can be triggered by events, data changes, or schedules, enabling the system to actively participate in day-to-day operations.

Uniform Rules Across Workflows

Business logic can be defined once and reused across workflows, integrations, and applications. This supports consistency in how decisions, calculations, and actions are applied, even as processes span multiple areas of the business.

Extensibility On Your Terms

Kinetic exposes its capabilities through secure, service-based interfaces that allow data and functionality to be shared with other systems. Integrations are built on the same services that power the application itself, supporting alignment across platforms.

Turn Data Into Actionable Insight

Analytics and query tools provide governed access to real-time operational data. Teams can create views and metrics that reflect how the business actually runs, supporting monitoring, analysis, and informed adjustments across processes.

Find What Matters, Faster

Search capabilities allow users to quickly locate records, transactions, and information across the system. Configuration options support indexing of business-specific data and logic, helping users navigate complexity without relying on rigid navigation paths.

Built For Changing Business Needs

Configuration and customization tools are designed to work as part of the platform rather than around it. Logic, workflows, data extensions, and integrations remain aligned as the system evolves, supporting continuity as business needs change.

Help Users Act, Not Just View

Kinetic tools transform ERP from a passive repository into an active system that responds to events, enforces rules, and supports decision-making. The platform is designed not just to store data, but to participate directly in how work gets done.

Core Kinetic Tools & Technology

The following tools work together as part of the Kinetic configuration and extensibility ecosystem:

Custom UD Fields

Extend the ERP data model to capture business-specific attributes for products, customers, and processes. UD Fields allow additional data to be stored and referenced consistently across workflows, reports, integrations, and user interfaces.

Epicor Test Automation Platform

Support automated testing by recording browser interactions and API activity. Test ReCoder generates reusable test scripts that help teams validate workflows and integrations as configurations and platform updates are introduced.

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