Epicor® Project Management

Skilled Project Managers Keep it On Time and Below Budget

When we are your Epicor® Kinetic ERP Project Manager at Tomerlin-ERP, our approach consists of five stages: Prepare, Plan, Design, Validate, and Deploy. It is a proven procedure that our consultants believe delivers a cost-effective implementation to the customer.

The Project Manager (PM) is responsible for overseeing the entire implementation process through to completion. One of the PM’s primary responsibilities is coordinating the Tomerlin-ERP resources required to perform an on-time and smooth implementation.

The PM works with the customer’s system administrator/project manager, and together they monitor the progress of the implementation. Together they set expectations, schedules, and timetables to measure progress. Together they manage the unexpected events as they occur.

An essential and often overlooked aspect of being a successful PM is “change management.” Your success not only depends on how well you manage the Epicor® implementation but also how well your associates accept and support this change. Your associates will have many different reactions, like, “This software does not apply to me,”; “We don’t need a new ERP system,”; and the most difficult to manage are the associates who don’t tell you they are frightened they might not be able to learn how to use the new software. For all of your associates, you need to show them the big picture and for those who are intimidated by the thought of a new software system, give them your assurance that they will receive the training they will need to be a success!

Are you implementing a new Epicor software solution? Are you finding the process challenging?

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You should consider a Tomerlin-ERP Project Manager.

Implementing any new installation of ERP software is a huge undertaking. An essential aspect of successful implementation has the project manager who can handle all challenges as they arise.

If you want more information. check out Tomerlin-ERP. With years of consulting experience behind us, we are more than willing to help you make your Epicor implementation successful.

Why ERP Project Management is Crucial

The first step in implementing successful ERP project management is understanding why it is so necessary.
An Epicor® software solution affects everyone in an organization and can make managing the implementation difficult. Epicor facilitates the flow of information across your business seamlessly while creating a more efficient decision-making method.

A project manager is essential for a successful system because:

1. Project Size

A Project Manager ensures realistic project plans and creates timelines that genuinely consider the scope and impact of resources.

2. Project Execution

A Project Manager ensures realistic project plans and creates timelines that genuinely consider the scope and impact of resources.

3. Staffing

A Project Manager ensures that employees have enough resources, time, and support to complete a project successfully.

4. Unexpected Gaps

A Project Manager can keep track of gaps that can occur once a project is launched during a sales cycle and decide how to address them.

5. Change Management

A Project Manager can successfully encounter changes to a project based on project scope or change management for employees.

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How to Create an Epicor Kinetic ERP Implementation Success


Focus on the Critical Requirements

Focus on what actually drives your business, not every piece of functionality. Define which 3-5 critical requirements need to be clearly defined, and go from there.


Employee Organization

As a leader, make sure the right people are on the team. Having employees in their right positions will smooth out any bumps in the road.



Bring all aspects of the business together and facilitate the implementation for success. Make sure your business leads the project process and focus on the key elements that will accomplish the project.


Change Management

You must prioritize change management for changes in jobs, processes, and the overall system. Be a strong leader and implement proactive communication for your Epicor® ERP project to be a success.


Proper Training and Education

Make sure that processes are defined and understood. Make sure that employees know their responsibilities, expectations, and other daily details. Doing so will allow the new system to be implemented without stress and failure.

Slide "Tomerlin-ERP is one of the best business consulting firms with whom I have ever worked. Their knowledge of our Epicor ERP system combined with their knowledge of finance and cost accounting has made them a tremendous resource for our company. W Machine Works is better off because it capitalized on Tomerlin-ERP’s skills and broad business acumen. We could never have implemented our Epicor ERP system without them." Marzel Neckien
President/CEO, W Machine Works
Slide "Tomerlin-ERP helped us sort out a terrible, tangled program, and of Epicor software was never implemented nor used correctly. Tomerlin-ERP set us on the right track going forward. Tomerlin-ERP is an expert trouble-shooter, problem-solver, and teacher/trainer. Reimplementing ERP software while it is being used is quite a talent. Their business experiences and abilities are superior. They are our only Epicor ERP consultants." Julie Hale
Comptroller, EnDyn
Slide "We selected Tomerlin-ERP to lead our Epicor® 10 implementation and are extremely pleased with the results. Their knowledge of the system is unsurpassed. From the onset this group was a great source of support. The team’s members are highly skilled, driven professionals. Tomerlin-ERP invested the time to get to know our company and we formed a true partnership. It has been a pleasure working with this firm." Kyle Monoe
Customer Service Manager, Alvord-Polk Tool
Slide "Tomerlin-ERP operated as a third party IT consultant we used for installation and training on complicated Epicor ERP software. They performed perfectly on all aspects of the services they provided: installations, upgrades, data migration, implementation, and training. Tomerlin-ERP proved to be a unique and valuable asset in these projects." Steve Hanks
General Manager, Monroe Industries

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Email: monte@tomerlin-erp.com