Epicor Data Analytics

Product Achieving new levels of business insight

XX Epicor Data Analytics for Epicor ERP®
Benefits
XX Grow your business with deeper
insights into:
○○ Productivity and margins
○○ New business opportunities
○○ Performance across
operations
XX Use content packs to:
○○ Better visualize
inventory usage
○○ Monitor profit growth
○○ Drill down into lines on the
income statements
○○ Maximize inventory
effectiveness
○○ Manage quality processes
○○ Analyze resource efficiencies
Epicor Data Analytics (EDA), powered by Phocas, helps companies turn their data stored in
Epicor ERP into actionable insights. With deeper insights, companies can grow by reducing
cost, identifying new opportunities, supporting specific programs, and speeding up
decision-making.
EDA is an easy-to-use* service in the cloud that can quickly start contributing to your
business while helping you avoid error-prone approaches such as spreadsheets and manual
calculations that often waste time and resources. It also stays up-to-date with the daily
changes of your business.
EDA provides customizable and interactive dashboards to make it easy to analyze the data
inside your business systems. The dashboards provide visual graphs, charts, and tables, so
you can quickly review important information about your business performance and make
informed strategic decisions. The EDA grid is where you conduct most of your analysis,
and unlike a spreadsheet, you can “drill down” into the data with a simple click to reveal
additional levels of detail.

Key Features
XX Built for manufacturers
XX Offers fast implementation
XX Fast, flexible, and easy to learn
XX Based on next-generation analytics
XX Integrated with Epicor ERP plus other
data sources of your choosing
XX Keeps you connected with
mobile access Epicor Data Analytics—sample of an Executive Dashboard

XX Delivered as a complete,
scalable cloud service—no
hardware necessary
XX Does not require Epicor ERP licenses
for your users to login to EDA
XX “Share with Anyone” feature
provides a live display link
EDA is a comprehensive end-to-end service delivered and supported by Epicor. It is fully
integrated with Epicor ERP, using your data to provide a broad understanding of your
business performance.
With EDA, you have responsive mobile access to your data, so you are never disconnected
from your information. “Always connected” means you can respond quickly to the needs of
your business and keep your organization highly productive.

As a cloud-based service, EDA minimizes cost impacts on your current system hardware,
software, and maintenance budgets.

*EDA is powered by Phocas technology. Phocas has been ranked #1 for `Proportion of employees that use
the product’ in The BI Survey published by the Business Application Research Center (BARC). Phocas has more
employees using the product than the average BI vendor in BARC’s The BI Survey 16 which provides great
confidence in EDA’s versatility and ease of use.
 Epicor Data Analytics

Gain full visibility into: ○○ Value ordered

○○ Net sales ○○ Quantity received
○○ Quantity shipped ○○ Value received
○○ Quantity ordered ○○ Quantity open
○○ Material cost ○○ Value open
○○ Fixed burden ○○ Ship quantity
○○ Variable burden ○○ Shipped on time
○○ Labor cost
○○ Other cost Financials
○○ Gross margin Better manage your cash flow with new
insights. Understand what receivables have
Materials arrived and what payables are coming
Improve the productivity of what is often due. Gain a more holistic view of customer
your largest fixed asset—your inventory—by pay cycles, and make the most of vendor
making sure you invest in the right inventory payment terms. Know what payment
Dashboard on a tablet mix. Maximize the effectiveness of your discounts have been received over a select
purchase spending and assess how your time period to take targeted action.
Content packs vendors are performing. Gain visibility and
Each of the four Epicor ERP content track the progress of shipments. Improve management’s overall visibility into
packages provides starter dashboards the business with drill-down capability into
and deep integration into a specific EDA answers these questions about your categorized accounts and transactions inside
set of Epicor ERP data. You have the materials data: your income statement and balance sheet.
freedom to build onto these content
packs with any additional fields from XX What is our current inventory EDA answers these questions about your
Epicor ERP and augment from any value today? finance data:
other data sources, such as Salesforce XX What are our potential
and ADP. Available content packs: inventory shortfalls? XX What are this year’s actuals versus last
XX What is on order on my open POs? year’s actuals by account?
XX Sales (sales, orders quotes), XX Where are my shipments? XX How long is money held up in AR?
XX Financials (AR/AP and general ledger), XX What payments are receivable and what
XX Materials (inventory, purchasing, and Gain full visibility into: invoices are due?
shipping), and ○○ Quantity on-hand XX Did we take advantage of discount terms
XX Production (production reporting ○○ Inventory value and how much did we save?
and quality). ○○ Cost
○○ Allocated Gain full visibility into:
Sales ○○ Backordered ○○ Amount
Quickly discover business trends by ○○ On PO ○○ Paid
seeing more detail. Get deeper insight ○○ In-transit ○○ Terms taken
into sales results by account, location, ○○ Reserved ○○ Allowed
geography, order, etc. ○○ Quantity ordered ○○ Memo amount
○○ Bad debt amount
EDA answers these questions about ○○ Amount receivable
your sales data: ○○ Owing
○○ Invoiced
XX What is my average sales and gross ○○ Paid
margin by invoice? ○○ Memo
XX Who was buying and is not ○○ Terms taken
buying now? ○○ Transactions for income statement
XX Where are we succeeding and balance sheet
geographically? “Share with Anyone” shop floor use example
 Epicor Data Analytics

The grid allows users to drill down in any direction to answer questions

Production ○○ Good value Learn more

Make certain that quality products are ○○ Total value Discover how Epicor Data Analytics can
deliver fresh insight into your business to
produced for the right customer at the ○○ Estimated Setup hours
empower decision makers throughout your
right time—for the right price and right ○○ Estimated production hours organization. Contact your Epicor sales
profit margin. ○○ Actual production hours representative, call 1-800-999-6995, or visit
○○ Actual production www.epicor.com.
EDA answers these questions about rework hours
your production data: ○○ Actual setup hours Requirements
○○ Actual setup rework hours Available for Epicor ERP Versions 10.1.500
XX What are my resource earned hours? ○○ Production run standard and higher. The lightweight SYNC
XX Do I have differences in production ○○ Production labor rate application and one instance of data are
rates between shifts? ○○ Setup labor rate stored on a local server with the majority
XX How do I improve the overall effec- ○○ Production labor rate residing in the Cloud. Extra disk space is
tiveness of my resources? ○○ Setup labor rate recommended that is 2.5 to 3 times the
XX What is the most frequent cause for ○○ Production burden rate disk space of the data being loaded to
product rejections? ○○ Setup burden rate the Cloud. The only items required for
○○ Actual labor cost subscription purchase are named users plus
Gain full visibility into: ○○ Actual burden cost at least one of the content packs: Sales,
○○ Good quantity ○○ Rework labor cost Production, Materials, and/or Financials. All
○○ Total quantity ○○ Rework burden cost other necessary components, such as the
SYNC application, are included.

About Epicor
Epicor Software Corporation drives business growth. We provide flexible, industry-specific software that is designed around the needs of our
manufacturing, distribution, retail, and service industry customers. More than 40 years of experience with our customers’ unique business
processes and operational requirements is built into every solution—in the cloud or on premises. With a deep understanding of your industry,
Epicor solutions spur growth while managing complexity. The result is powerful solutions that free your resources so you can grow your
business. For more information, connect with Epicor or visit www.epicor.com.

Contact us for more information on Epicor products and services

+1.800.999.6995 info@epicor.com www.epicor.com

The contents of this document are for informational purposes only and are subject to change without notice. Epicor Software Corporation makes no guarantee, representations, or warranties with regard to the
enclosed information and specifically disclaims, to the full extent of the law, any applicable implied warranties, such as fitness for a particular purpose, merchantability, satisfactory quality, or reasonable skill and
care. This document and its contents, including the viewpoints, dates, and functional content expressed herein are believed to be accurate as of its date of publication, August 2017. The results represented in
this testimonial may be unique to the particular user as each user’s experience will vary. The usage of any Epicor software shall be pursuant to the applicable end user license agreement, and the performance
of any consulting services by Epicor personnel shall be pursuant to applicable standard services terms and conditions. Usage of the solution(s) described in this document with other Epicor software or third-
party products may require the purchase of licenses for such other products. Epicor, the Epicor logo are registered trademarks or trademarks of Epicor Software Corporation in the United States, certain other
countries and/or the EU. All other trademarks mentioned are the property of their respective owners. Copyright © 2017 Epicor Software Corporation. All rights reserved.