One engagement.
Every module.
How one consultant ran a complete Epicor Kinetic Cloud implementation — modernizing decades of manual processes into fully integrated digital workflows.
A full-lifecycle Kinetic Cloud implementation
Over the past year, Stratic's lead consultant ran one of the largest Epicor Kinetic Cloud implementations for a custom-engineered manufacturing company in Ontario — modernizing decades of manual processes into fully integrated digital workflows across virtually every module.
ERP Strategy
Vision and goals documentation, gap analysis, solution architecture, executive reporting, risk management, and cross-functional workshops aligning ERP with measurable operational improvement.
Sales & CRM
Complete quotation workflow: prospect and opportunity management, quote templates, sample requests, sales order process, win/loss tracking, and automated follow-up tasks.
Quote Engineering Workbench
Customized QEWB with material and operation costing, worksheet automation, markup and commission calculations, cost rollups, validation, and custom dashboards.
Engineering Integration
SolidWorks, CADLink, and PDM integration — automated method and part creation, BOMs, drawing attachments, Azure storage, drawing viewer, and revision control.
Manufacturing
Job entry through job closing: methods of manufacture, production scheduling, MRP, job release, material issue, backflush, labor reporting, MES, subcontracts, quality checks, and WIP/cost review.
Material Planning
MRP configuration, purchase suggestions, planning parameters, warehouse and bin management, min/max levels, lead times, and buy-to-order logic.
Procurement
Requisition-to-PO workflow with buyer assignment, approval matrix and routing, supplier management, automated approval emails, and procurement SOPs.
Finance
GL, AP, AR, cash receipts, bank reconciliation, month-end, cost accounting, posting controls, and a full finance testing plan with ownership matrix validated before go-live.
Inventory & Warehouse
Receiving, shipping, transfers, cycle counts, physical inventory, bin locations, and inventory accuracy across raw material, hardware, and finished goods.
Reporting & Dashboards
BAQs, executive reports, production and cost reports, financial reporting, and operational dashboards delivering management KPIs in real time.
Workflow Automation
BPMs and Epicor Functions for automated emails, approval notifications, commission calculations, quantity breaks, resource assignment, validation rules, and scheduled processes.
Training, Testing & Go-Live
Department manuals and SOPs, training workshops, full end-to-end scenario testing from customer to cash, UAT, go-live checklists, risk register, and hypercare planning.
- Complete business process redesign across departments
- Manual processes replaced with automated approvals
- Standardized engineering with CAD-to-ERP automation
- Improved costing accuracy on quotes and jobs
- Stronger purchasing controls and approval routing
- Enhanced production visibility through MES and dashboards
- Finance processes standardized and validated end to end
- Executive reporting dashboards for management KPIs
- Full end-to-end digital workflow from quote to cash
- Comprehensive documentation, training, and knowledge transfer