Overview
The client is a specialist supplier and manufacturer of mechanical components with deep capability across heavy engineering, precision engineering, Defence, in‑service support, and rail. Epicor ERP has long been the core system supporting end‑to‑end business processes, from finance through to production.
Following significant business expansion and changes to organisational structure, the client identified the need to improve the way financial transactions and related processes were managed. To ensure the ERP system continued to support evolving operational and management needs, SoftLabs was engaged to refactor the Epicor environment and align it with the organisation’s current structure, workflows, and strategic direction.
Key Achievements
- Applied a structured three‑step project management approach to streamline processes and guide system refactoring
- Assigned a dedicated project management consultant to lead analysis and stakeholder engagement
- Conducted a comprehensive review of existing financial processes across the organisation
- Identified system and process gaps and documented findings in a detailed Gap Analysis Register
- Developed recommendations to address gaps and improve Epicor process alignment
- Facilitated multiple workshops and stakeholder discussions across business units to capture pain points and business requirements
- Performed current‑state and future‑state analysis to ensure system changes supported organisational goals
- Reviewed and realigned the Chart of Accounts to reflect new management structures and business needs
Outcome
The engagement has delivered a clear and structured view of the system’s current limitations, with a documented list of issues and gaps presented to stakeholders. The ongoing analysis and gap register provide a strong foundation for the next phase of transformation. Once implemented, the refactored Epicor system will be better aligned to the client’s expanded business model, enabling more effective financial management, improved operational efficiency, and stronger support for future growth.
