Epicor Kinetic
Kinetic implementation, upgrades & administration
Greenfield, multi-company, and 10.x upgrades. BAQs, BPMs, report conversion, REST v2, handled by engineers who treat an upgrade as an engineering problem, not a calendar entry.
The full Kinetic surface
Implementation & multi-company
Company setup, chart-of-accounts design, sites and plants, intercompany flows, including the startup case where nothing exists yet and every structure decision is still open.
Version upgrades
Epicor 10.x to Kinetic, planned as a migration of surfaces: app servers, task agents, report estates, customizations, and integrations, each inventoried, each with a test plan.
Crystal-to-BAQ report conversion
Legacy Crystal reports rebuilt as BAQ reports and dashboards, with the formulas audited on the way over, because a converted report that reproduces an old defect isn't a conversion, it's a copy.
BAQ, BPM & Functions development
Queries, method and data directives, and Epicor Functions, built against the business object layer with the discipline the platform rewards.
REST v2 integration
The full BO catalog over REST v2 and OData, integrations to e-commerce, shipping, quality systems, and the automation between them.
Tenant audit & administration
Our tooling inventories a tenant's menus, BAQs, report definitions, and security to find the drift, duplicate menus, orphaned reports, misrouted permissions, before it finds you.
Training
Role-based, recorded against demo environments, and specific to your configuration, not generic feature tours.
Upgrades are an engineering problem
Surfaces move, not just versions
A Kinetic upgrade relocates more than the application: task agent configuration lives apart from the app server and is version-specific, report data definitions drift, and customization layers need re-validation. We plan against the full inventory, not the installer.
Report estates get triaged
Every legacy report is inventoried and dispositioned, convert, retire, or rebuild, with its formulas audited. The wrong-total report you've been ignoring does not survive the trip.
Both sides of the house
Distribution on P21, manufacturing on Kinetic, one practice. When your operation spans both, you don't need two firms and a translation layer.
Straight answers
We're on Epicor 10, do we have to move to Kinetic?
Not today, but the path only points one direction, and the longer the estate drifts the more expensive the trip. The right first step is an inventory: what you run, what's customized, what integrates, and what that means for timing. That's an assessment, not a sales pitch.
What happens to our Crystal reports after an upgrade?
They get triaged: convert to BAQ reports, retire, or rebuild. We audit formulas during conversion, upgrades are the best moment to fix the report defects everyone learned to live with.
Can you add a second company to our existing Kinetic environment?
Yes, multi-company setup, intercompany flows, and the licensing and provisioning conversation with Epicor that usually comes with it.
A BAQ report is showing totals nobody trusts. Can you fix it?
Yes. That's a diagnosis engagement: we isolate the formula or join that's wrong, show you the mechanism in writing, and fix it with a verification query that proves the corrected number.
How do engagements get priced?
From an assessment, in writing, fixed scope, cost, and the verification method attached. Scope changes are change orders, agreed before the work.
Running Kinetic, upgrading to it, or starting fresh?
Tell us where you are, an engineer replies within one business day.
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