HOW EPICFORCE TECH TRAINS YOUR TEAM FOR POST-MIGRATION EPICOR® SUCCESS

How Epicforce Tech Trains Your Team for Post-Migration Epicor® Success

How Epicforce Tech Trains Your Team for Post-Migration Epicor® Success

Blog Article

Migrating to a new ERP system like Epicor® is a major step forward for many organizations. But too often, the focus ends at go-live—assuming the system alone will deliver results. The truth is, the real success of an ERP project depends on one key factor: how well your team is trained to use it.


A system is only as effective as the people using it.


At Epicforce Tech, we don’t just help you implement or migrate Epicor®. We focus on enabling your teams to adopt it fully, use it efficiently, and grow into it strategically. That’s why post-migration training is a core part of every project we deliver.


In this guide, we’ll walk you through the importance of ERP training after migration and how Epicforce Tech ensures your team is set up for success from day one—and long after go-live.






Why Post-Migration Training Is Critical


Many organizations complete their Epicor® migration only to discover:




  • End-users are unsure how to navigate the system

  • Custom processes don’t get used correctly

  • Reporting and dashboards are underutilized

  • Teams revert to manual workarounds

  • Helpdesk requests spike immediately post go-live


These are all signs of insufficient or ineffective training.




???? Fact: 55% of ERP implementation failures cite poor user adoption and lack of training as top reasons (Source: Panorama Consulting)






What Makes ERP Training After Migration Unique


Post-migration training is different from standard ERP education. Your users are no longer working with demos or theory—they’re operating inside a live, customized system.


Here’s what’s unique about it:




  • Training must reflect your workflows, not generic ones

  • It should use your data and environment for relevance

  • It must be tailored to user roles, departments, and access levels

  • It should address new features, changes, and process redesigns that came with the migration


That’s why Epicforce Tech creates customized learning paths for every post-migration engagement.






How Epicforce Tech Builds Role-Based, Relevant Training Programs


We take a structured, user-first approach to ERP training, built around your specific migration, configuration, and team structure.



✅ Step 1: Post-Migration System Assessment


We start by reviewing your migrated Epicor® instance:




  • What modules are live?

  • What customizations were carried over or added?

  • Which roles have changed?

  • Are there new integrations, dashboards, or workflows?


This context shapes everything we train on.






✅ Step 2: Identify Training Needs by Role and Department


We break down training needs based on:




  • Departments (finance, sales, inventory, production, HR, etc.)

  • User levels (end-users, power users, administrators)

  • Process complexity (basic navigation vs. advanced reporting)

  • Business priorities (which functions are mission-critical?)


We also identify who needs quick refreshers and who needs deep-dive sessions.






✅ Step 3: Design Custom Learning Paths


Based on the assessment, Epicforce Tech builds structured training programs for each group.


A typical learning path includes:




  • Module-specific tutorials (e.g., AR, PO, MRP, CRM)

  • Hands-on exercises using real data

  • Process walk-throughs for key tasks

  • Role-based checklists and quick-reference guides

  • Video recordings for self-paced learning

  • Live Q&A or follow-up workshops


We don’t overload users—we teach them what they need to succeed in their job.






✅ Step 4: Deliver Hands-On, Scenario-Based Training


Instead of theory-based walkthroughs, we train your users on:




  • Actual business scenarios

  • Customized forms and workflows

  • Real reports, alerts, and dashboards

  • Common mistakes to avoid in your environment


This accelerates learning, builds confidence, and reduces reliance on IT for routine questions.




???? Stat: Role-specific, scenario-based training leads to 70% higher task proficiency post-migration (TechValidate Study)






✅ Step 5: Provide Post-Training Support and Knowledge Tools


Training doesn’t end after one session. We support your teams with:




  • Live Q&A drop-in sessions

  • PDF quick-guides and SOP documents

  • Access to video recordings of training sessions

  • Optional re-training for new hires or system changes

  • System cheat sheets for complex modules or custom processes


We also advise your internal leads on building a sustainable internal knowledge base.






What Epicor® Users Commonly Need Help With After Migration


From working with dozens of Epicor® environments, we’ve found users often need extra training in:

































Area Why It Matters
New Dashboards Custom dashboards must be interpreted correctly for decision-making
Custom Reports Users need to filter, export, and schedule reports accurately
Updated Forms Form redesigns often include new data fields and flows
Automated Alerts Understanding when and why alerts are triggered avoids confusion
Workflow Changes Even small tweaks to processes (e.g., approvals, inventory updates) can confuse users if not properly explained


Epicforce Tech tailors training to cover these exact areas based on your setup.






Training Outcomes You Can Expect with Epicforce Tech


Here’s what organizations gain from post-migration ERP training done right:




  • ✅ Faster system adoption across all departments

  • ✅ Reduced help desk tickets and user frustration

  • ✅ Greater use of system features like automation, reports, and dashboards

  • ✅ Improved data entry accuracy and process compliance

  • ✅ Confident users who drive ROI from Epicor®



???? In our post-training surveys, 92% of clients reported higher team productivity within 30 days of go-live when using Epicforce Tech training programs.






Real-World Success Snapshot



“We went live with Epicor® and quickly realized our team wasn’t confident using some of the new features. Epicforce Tech came in, assessed where the knowledge gaps were, and created role-based training that made everything click. Within weeks, our operations team was using dashboards and forms they had been avoiding before.” — ERP Manager, Manufacturing Company






How to Know If Your Team Needs Post-Migration Training


Ask yourself:




  • Are users still asking how to complete basic tasks?

  • Are reports or dashboards underused?

  • Is data entry inconsistent across departments?

  • Do support requests spike around new processes?

  • Are you missing out on automation or customizations?


If yes, targeted post-migration training could unlock immediate gains.






Conclusion: Train for Success—Don’t Leave It to Chance


ERP success doesn’t end at go-live. In fact, that’s just the beginning.


Without proper training, your team won’t fully use the system you invested in. You’ll miss out on time savings, automation, and process improvements—not because Epicor® can’t deliver them, but because your people weren’t equipped to.


Epicforce Tech makes sure that never happens.


We provide post-migration training that’s customized, role-specific, and aligned with how your team actually works—turning potential into performance.

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