Epicor ECM - Document Management Software
Streamline your team's workflow with a powerful electronic document management software.
Tired of juggling multiple document sources, whether digital or paper? With the Epicor ECM module, streamline your document management: centralize, store, and access all your files securely—anytime, anywhere, on any device.
Epicor ECM is a powerful document management sofware (DMS) that gives businesses full control over their documents. By centralizing all files in a secure, unified system, it eliminates paper documents, minimizes errors, and maximizes productivity.
More than just a storage solution, Epicor ECM seamlessly integrates with virtually all ERP applications, providing a comprehensive view of business operations. It also automates workflows, enhancing efficiency and freeing up teams to focus on high-value tasks.
Why implement Epicor Document Management Software with your ERP?
There are many benefits for businesses using a document management software (DMS) in Epicor Kinetic. Here are the key reasons why manufacturers rely on Epicor ECM:
1
Business process automation
Boost efficiency by automating daily and repetitive tasks. Seamlessly integrated with the ERP, Epicor ECM streamlines business operations, making them more organized, accurate, and faster. Automated data entry minimizes errors and duplicates, further enhancing productivity.
2
Workflow automation
Create seamless, automatic workflows to optimize business operations by eliminating duplicate data entry. For instance, automate accounts payable processes, as well as purchase order workflows and approvals.
3
Eliminate paper documents
Eliminate the need to physically transfer files between departments. Prioritize electronic forms and digital documents to improve data visibility and enhance service efficiency.
4
Epicor IDC Integration
Streamline data processing with the Epicor IDC solution (Intelligent Data Capture), enhanced by artificial intelligence, which captures, classifies, and extracts data to minimize manual effort.
The Concerti Advantage
At Concerti, we go beyond standard Epicor ECM implementation by offering a two-pronged approach designed to truly optimize your operations: Intelligent Automation and Advanced Document Management.
Intelligent Automation
With deep expertise in Epicor ECM and a strong understanding of Quebec’s manufacturing landscape, our team analyzes and challenges your current processes to help you achieve greater efficiency.
As a certified Epicor ECM partner, we tailor our solutions to your unique business needs, adapting the software to fit your reality. Our experience allows us to enhance Epicor ECM with powerful, built-in automation templates that address critical challenges such as:
- Handling various date formats
- Multi-currency recognition and variance detection
- Identifying discrepancies in amounts and tax calculations
- Auto-balancing and decimal error correction
- Securing document access
- Streamlining approval workflows
Our goal: ensure consistent, accurate data while minimizing manual intervention.
Advanced Document Management
Epicor ECM integrates seamlessly across all areas of the Kinetic ERP, enabling smooth interdepartmental collaboration and full process visibility.
Why just send an invoice when you can automatically attach all the supporting documentation that justifies the price? With Concerti’s digital-first approach, every stakeholder stays informed through detailed and traceable workflows—no more scattered information or manual follow-ups.
AI-powered features
Epicor ECM incorporates Intelligent Data Capture (IDC), a technology driven by artificial intelligence and machine learning. This advanced feature automatically classifies documents and extracts critical information, streamlining processes.
Capture
Gather documents from various sources, including emails, scanners or monitored network folders.
Classification
Analyzes documents to identify their type and automatically classify them.
Extraction
Identifies and extracts data fields using unsupervised machine learning, then transfers the data and documents directly to Epicor ECM.
The Epicor Certification Program is an industry benchmark for training and assessment on Epicor products. Passing this exam validates the skills required to manage and support the overall administrative activities related to an organization’s Epicor ECM solution. Earning this certification demonstrates an understanding of the functional systems that power ECM.
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