Independent Epicor consultants managing your migration from Epicor 10 (Classic) to Epicor Kinetic — from pre-migration assessment through go-live and post-cutover stabilization. Zero data loss. Rollback plan included.
Epicor Kinetic is a fundamentally different platform from Epicor 10 / Classic — not just a new skin on the same system. The navigation model is rebuilt, module workflows have changed, and customizations built in Classic (BPMs, BAQs, dashboards, custom reports) may need rework in Kinetic.
Companies that treat this migration as a routine software update typically run into trouble: users who can't find basic functions, workflows that changed without anyone documenting the differences, and customizations that silently stopped working. Doing it right requires a pre-migration inventory, a test environment, and user training before go-live — not after.
We inventory your current Epicor 10 environment — customizations, BPMs, BAQs, dashboards, integrations, and reports — and identify what will migrate cleanly vs. what needs rework. You get a clear migration scope and risk list before anything starts.
We execute the migration in a test environment first. This gives your team a safe space to validate data, test workflows, and identify issues — before any impact to production.
We migrate and rebuild your custom objects — BPMs, BAQs, dashboards, and custom reports — for the Kinetic environment. Anything that doesn't migrate cleanly is rebuilt to match the original business logic.
We train your finance and operations teams on Epicor Kinetic before go-live — covering the new navigation model, changed module workflows, and day-one critical procedures. Training before cutover prevents productivity collapse.
We manage the production cutover — executing the migration, validating data, and confirming all integrations are live. A rollback plan is in place and ready to execute if needed.
The first few weeks on Kinetic are when issues surface. We provide intensive post-go-live support — answering user questions, resolving workflow issues, and fixing any problems that only appear under production conditions.
The most common failure modes we've seen — and prevent — in Epicor Kinetic migrations.
BPMs, BAQs, and dashboards that worked in Epicor 10 often behave differently or break in Kinetic. Discovering this on go-live day is a crisis — finding it in a test environment is a task item.
Users who've never seen Kinetic before their first production day lose significant productivity. The Kinetic navigation model is genuinely different from Classic — it requires training, not just documentation.
Missing the post-migration data validation step leads to discovering discrepancies weeks later in live financials. We validate GL balances, open transactions, and key data before calling the migration complete.
Every production migration needs a defined rollback procedure. Without one, a go-live problem becomes a crisis with no clear path to recovery.
Several Epicor modules have meaningfully different workflows in Kinetic — AP payment processing, AR cash application, MRP suggestions. Mapping Classic procedures to Kinetic before go-live prevents user confusion.
Third-party integrations (EDI, custom APIs, warehouse systems) that connected to Epicor 10 may need reconfiguration for Kinetic. Testing integrations before go-live is essential.
It depends on your environment's complexity — number of customizations, integrations, and sites. A simple migration might take 6–8 weeks. A complex environment with many customizations and integrations can take 4–6 months. We'll give you a realistic estimate after a pre-migration assessment.
Some will migrate cleanly; others will need rework. BPMs, BAQs, dashboards, and custom reports all have varying migration compatibility. Our pre-migration assessment identifies exactly what will and won't carry over so there are no surprises.
Yes — we support migrations to Epicor Kinetic in all deployment modes: cloud (SaaS), on-premises, and private cloud.
Every migration we manage includes a defined rollback plan. If a critical issue emerges during cutover, we have a clear, tested path back to Epicor 10 while we resolve it.
Yes — post-migration stabilization is one of our most common engagements. We step in after botched or incomplete migrations to fix what went wrong and get teams productive on Kinetic.
Start with a free pre-migration assessment. We'll tell you what's in scope, what risks to expect, and what a realistic timeline looks like.