Manufacturing

Epicor Data Analytics

Achieving New Levels of Business Insight

Epicor Data Analytics (EDA), powered by Phocas®, helps companies turn

their data stored in Epicor ERP into actionable insights. Non-technical users
Epicor® ERP
have instant access to data, taking them from easy-to-read dashboards to
lightning-fast grids to detailed transactions in a few clicks or taps. With deeper
insights into potentially massive amounts of their current and historical Benefits
data, companies can grow by reducing cost, identifying new opportunities,
supporting specific programs, and speeding up decision-making.
Grow your business with deeper
EDA is an easy-to-use service in the cloud that can quickly start contributing insights into:
to your business while helping you avoid error-prone approaches such as
spreadsheets and manual calculations that often waste time and resources. It Productivity and margins
also stays up-to-date with the daily changes of your business and can send you
an email when any conditions meet your “red” or “yellow” alert level settings. New business opportunities

EDA provides customizable and interactive dashboards to make it easy to Performance across operations
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. Use content packs to:
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 Better visualize inventory usage
additional levels of detail.
Monitor profit growth
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 Drill down into lines on the income
statements

Maximize inventory effectiveness

Manage quality processes

Analyze resource efficiencies

Epicor Data
Analytics—example
of an Executive
Dashboard

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Key Features
understanding of your business performance. In addition to logging into EDA
dashboards, your co-workers have the options of seeing a live data display via Built for manufacturers
your published public internal dashboard URLs or alternatively, they can login
into and explore an embedded view received via email or in a webpage from Offers fast implementation
you. With EDA, you also have responsive mobile access to your data, so you
are never disconnected from your information. “Always connected” means you Fast, flexible, and easy to learn
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 Based on next-generation analytics
your current system hardware, software, and maintenance budgets.
Integrated with Epicor ERP plus other
Epicor ERP Content Packs data sources of your choosing

EDA is a complete solution that comes with ERP-specific content “out of the Keeps you connected with mobile
box.” Each of the six Epicor ERP content packs provides starter dashboards access
and deep integration into a specific set of Epicor ERP data. You have the
freedom to build onto these content packs with any additional fields from Delivered as a complete, scalable
Epicor ERP and augment from any other data sources, such as Salesforce® cloud service—no hardware
and ADP®. Having an all-inclusive BI is a huge time-saver when you consider necessary
the tremendous amount of work required by the alternative—determining
every table and field in Epicor ERP to connect and dashboards to create. Does not require Epicor ERP licenses
Available content packs: for your users to login to EDA

• Sales and CRM (sales orders, quotes, CRM quote pipeline) Public Internal Dashboards feature
• Financials (AR/AP, general ledger, templates for financial statements) provides a live display link
• Materials Management (inventory, purchasing, and shipping)
• Production (production reporting and quality)
• Preventive Maintenance (production equipment service)
• Field Service (customer equipment service)

Sales and Customer Relationship Management (CRM)

Quickly discover business trends by seeing more detail. Get deeper insight
into sales results by account, location, geography, order, etc.

EDA answers these questions about your sales and CRM data:

• What is my average sales and gross margin by invoice?

• Who was buying and is not buying now?
• Where are we succeeding geographically

Gain full visibility into:

• Net sales • Variable burden
• Quantity shipped • Labor cost
• Quantity ordered • Other cost
• Material cost • Gross margin
• Fixed burden • CRM quote pipeline Dashboard on a tablet

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 Manufacturing

Materials Management Financials

Improve the productivity of what is Better manage your cash flow with
often your largest fixed asset—your new insights. Understand what
inventory—by making sure you receivables have arrived and what
invest in the right inventory mix. payables are coming due. Gain a
Maximize the effectiveness your more holistic view of customer pay
purchase spending and assess how cycles and make the most of vendor
your vendors are performing. Gain payment terms. Know what payment
visibility and track the progress of discounts have been received over a
shipments, including slicing and select time period to take targeted
dicing bill of lading counts by serial action. Improve management’s
number, customer, supplier, plant, overall visibility into the business with
and more. drill-down capability into categorized
accounts and transactions inside your
EDA answers these questions about income statement and balance sheet.
your materials data: A financial statements database is
also included with templates to get
• What is our current inventory value you started creating such statements
today? as P&L, Balance Sheet, Cash Flow, and
• What are our potential inventory Trial Balance.
shortfalls?
• What is on order on my open POs? EDA answers these questions about
• Where are my shipments? your finance data:
• Where were the serial numbers
with quality issues shipped? • What are this year’s actuals versus
last year’s actuals by account?
Gain full visibility into: • How long is money held up in AR?
• Quantity on-hand • What payments are receivable and
• Inventory value what invoices are due?
• Cost • Did we take advantage of discount
• Allocated terms and how much did we save?
• Backordered
• On PO Gain full visibility into:
• In-transit • Amount
• Reserved • Paid
• Quantity ordered • Terms taken
• Value ordered • Allowed
• Quantity received • Memo amount
• Value received • Bad debt amount
• Quantity open • Amount receivable
• Value open • Owing
• Ship quantity • Invoiced
• Shipped on time • Paid
• Bill of lading information • Memo
• Serial number shipments • Terms taken
• Monthly inventory and sales • Transactions for income
snapshots statement and balance sheet
 Manufacturing

Production • Actual labor cost Advanced MES (Epicor

Make certain that quality products • Actual burden cost Mattec®) Content Pack
are produced for the right customer • Rework labor cost
at the right time—for the right price • Rework burden cost Advanced MES extends your
and right profit margin. • Project Management schedule Epicor system to provide Industry
• Project Management milestones 4.0 Industrial Internet of Things
EDA answers these questions about • Project Management (IIoT) functionality for automatic
your production data: progress percent production and process monitoring.
This solution empowers
• What are my resource earned hours? Preventive Maintenance manufacturers with production data
• Do I have differences in production Use the Equipment Maintenance and helps you eliminate inaccurate
rates between shifts? data and dashboard in EDA to and time-consuming manual data
• How do I improve the overall explore equipment maintenance collection. Operators can stop
effectiveness of my resources? information by supplier, jobs, measuring and monitoring, and
• What is the most frequent cause for plant, open requests, and closed instead focus on making quality
product rejections? requests. This data can help improve products. You get the powerful
• What are the current and long- preventive maintenance service metrics you need to improve
term trends in Epicor ERP Project and the average response time for performance—overall equipment
Management data? issues. Managers can then see where effectiveness (OEE), run rates, scrap,
problem areas are holding yield, energy consumption, material
Gain full visibility into: up production. consumption, and much more.
• Good quantity Accurate machine-related data helps
• Total quantity Field Service you pinpoint critical issues, reduce
• Good value Use the data and dashboard in EDA waste, and improve quality and
• Total value for the Epicor ERP Field Service customer service.
• Estimated Setup hours module to see the customers,
• Estimated production hours parts, service call type, and warranty EDA includes a content pack for
• Actual production hours eligibility included with each Advanced MES. If you are licensed
• Actual production rework hours service call. These views then for Advanced MES, you can blend
• Actual setup hours summarize totals, call counts per both Epicor ERP and Advanced
• Actual setup rework hours service representative, and other MES content into a common EDA
• Production run standard indicators. This content pack also dashboard and use it to determine,
• Production labor rate includes service profit data and for example, the real cause of a
• Setup labor rate a dashboard that shows sales late shipment—was it a production
• Production labor rate margins and total costs by customer. problem or a supplier problem?
• Setup labor rate This dashboard helps managers
• Production burden rate determine the profitability of their
• Setup burden rate service organizations.

Functions (e.g., Mode,

Period, Stream, etc.) The Query Grid More Functions

The grid allows

users to drill down
in any direction to
answer questions

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EDA User Types

EDA User Standard (Full) Viewer Named

Function Named User User

Analyze the data behind the charts

Create a dashboard or favorites

Export information from a favorite

Publish public internal dashboards

Share embedded dashboard views

Access dashboards shared with the user

Filer on information on that dashboard and

cross-filter the dashboard to that information

Set a dashboard as the user’s homepage

Access favorites that have been shared

with the user

Sort the favorites by a column

Have favorites scheduled to be delivered via

the email assigned to the viewer license

Have security restrictions applied to the user,

which allows one dashboard for multiple user

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 Manufacturing

Requirements

EDA and all EDA content packs for

Epicor ERP are available for Epicor
ERP versions 10.1.400 and higher,
with the exception of the Project
Management content (contained in
the Production Management content
pack) which is certified for 10.2.400
and higher. The lightweight SYNC
application and one instance of data
are stored on a local server with
the majority residing in the cloud.
Extra disk space is recommended
that is 2.5 to 3 times the disk space
of the data being loaded to the
cloud. The only items required for
subscription purchase are a starter
pack of five standard (full) named
users (plus additional standard (full)
named users as desired). The Public
Internal Dashboards feature requires
a minimum of fifteen EDA standard
(full) named users. All other necessary
components, such as Epicor ERP
content and the SYNC application, are
included, as well as Advanced MES
Public Internal Dashboards production floor use example (Epicor Mattec) content.

We’re here for the hard-working businesses that keep the world turning. They’re the companies who make, deliver, and sell the things
we all need. They trust Epicor to help them do business better. Their industries are our industries, and we understand them better
than anyone. By working hand-in-hand with our customers, we get to know their business almost as well as they do. Our innovative
solution sets are carefully curated to fit their needs, and built to respond flexibly to their fast-changing reality. We accelerate every
customer’s ambitions, whether to grow and transform, or simply become more productive and effective. That’s what makes us the
essential partners for the world’s most essential businesses.

Contact Us Today: [email protected] | 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, testimonials, dates, and functional content expressed herein are believed to be ac-
curate as of its date of publication, April 7, 2021. Use of Epicor products and services are subject to a master customer or similar agreement. 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 and the Epicor logo are trademarks or registered trademarks of Epicor
Software Corporation in the United States, and in certain other countries and/or the EU. Phocas is a trademark of Phocas Ltd. Salesforce is a registered trademark of Salesforce.com, Inc. ADP is
a registered trademark of ADP, LLC. Copyright © 2021 Epicor Software Corporation. All rights reserved.