What does the Epicor Standard Requirements include?
The Epicor Standard Requirements package delivers a 60+ file digital playbook comprising PDFs and XLSX spreadsheets, organised into Platinum-Tier centrepieces, start-up guides, self-assessment tools, requirement templates, process execution playbooks, KPI dashboards, governance checklists, continuous-improvement frameworks, advanced case studies and quick-reference cards. All files are emailed to you within 24 business hours for immediate use.
If your Epicor implementation is stalled by missed tasks, unclear responsibilities, or costly re-work, you risk failed audits, lost contracts and a competitive disadvantage. The Epicor Standard Requirements playbook puts an end to those risks by giving you a ready-to-use self-assessment framework that instantly maps every required Epicor activity, highlights gaps, and delivers a clear roadmap to optimisation.
What You Receive
- 00_Platinum_Tier centrepiece files (PDF/XLSX) - a master operations playbook (PDF), a 90-day adoption roadmap (XLSX), an implementation template (PDF), an anti-pattern catalogue (XLSX), an outcomes dashboard (XLSX), and an incident-response runbook (PDF) that together drive rapid, measurable progress.
- 01_Getting_Started guide (PDF) - step-by-step onboarding instructions so you can begin the assessment within minutes.
- 02_Self-Assessment and Diagnostics (PDF/XLSX) - maturity assessment questions, diagnostic matrices and gap-analysis worksheets that pinpoint where your Epicor processes fall short.
- 03_Requirements and Goal-Setting (PDF/XLSX) - goal-setting templates and stakeholder-mapping tools that align Epicor tasks with your business outcomes.
- 04_Models and Frameworks (PDF/XLSX) - comparison matrices and decision tools based on proven industry frameworks.
- 06_Processes and Execution (PDF/XLSX, 13-17 files) - implementation playbooks, RACI templates, interview scripts and execution worksheets that standardise every Epicor rollout step.
- 07_Performance and KPIs (XLSX) - ready-made measurement dashboards for tracking adoption, efficiency and ROI.
- 08_Quality and Governance (PDF/XLSX) - audit-prep checklists, policy templates and oversight tools that keep you compliant.
- 09_Sustainment and Improvement (PDF/XLSX) - continuous-improvement frameworks to ensure long-term system health.
- 10_Advanced Topics (PDF) - case archives and scenario libraries for handling complex, real-world challenges.
- 11_Reference and Quick Cards (PDF) - at-a-glance cheat sheets for daily use.
- README.md and CUSTOMER_EMAIL.txt - onboarding notes and delivery confirmation, emailed to you within 24 business hours.
How This Helps You
- Instantly identify compliance gaps → avoid audit findings and regulatory fines.
- Prioritise remediation spend based on data-driven action steps → protect your ROI and prevent cost-overruns.
- Standardise communication structures and accountability → reduce re-work, accelerate project timelines and gain a competitive edge.
- Use the 90-day roadmap to drive rapid adoption → secure stakeholder buy-in and achieve measurable performance improvements.
- Leverage ready-made dashboards to monitor KPIs → maintain continuous improvement and minimise operational inefficiency.
Who Is This For?
- Epicor Implementation Project Managers who need a repeatable assessment and rollout methodology.
- Business Transformation Leads responsible for aligning ERP outcomes with strategic goals.
- IT Service Delivery Managers overseeing Epicor support and continuous improvement.
- Enterprise Architects designing end-to-end Epicor processes across global operations.
- Process Excellence Consultants tasked with auditing and optimising ERP performance.
Choose the Epicor Standard Requirements playbook today and turn uncertainty into a structured, high-impact implementation that protects your organisation from audit failures, cost overruns and lost market share.