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Epicor Project Portfolio Sample

 

Epicor Consultant

Biotech Organization
The project began with an upgrade analysis effort. The goal of this analysis was to drive a decision on whether to upgrade the company's Financial Modules (GL, AP, AR, AM). To that end, functionality existing in each of the newer versions was analyzed and compared to future business initiatives. After developing a five-year cost projection with both alternatives, company made the decision to upgrade. An aggressive 16-week plan to complete the upgrade was executed.  Additional scope of project was to integrate Epicor SCM suite (Procurement, Warehouse Management, Inventory, Demand Planning, Sourcing) into Medicare billing system to provide real time analysis of costs per tests while reducing inventory supplies based on tests / supplies used in testing. Follow up study showed reduced capital investment of $300K in inventory while maintaining adequate supply levels to maintain continual testing process.

 Software Company

As Project Manager, led team conducting a full analysis of all of company’s needs and presented a solution that utilized Epicor's CRM, Financials and Order Management applications to meet the company's business needs. The solution was designed to enable Single-User Sign- On, allowing access to Epicor's Financials and CRM applications, as well as company’s internally developed applications. The solution also provided company’s Sales and Marketing departments with the necessary tools to dramatically improve their campaigns and initiatives, and ensure that all orders were correctly fulfilled.

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