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IHS Technologies


While we love the energy, excitement (and big, fat billable hours) that come with an Epicor ERP Phase 1 Implementation, our true passion is helping companies maximize their Epicor investment after Phase 1 is completed. Post-implementation, or Phase 2, is where the magic happens. While Phase 1 typically focuses on just getting basic quote-to-cash functionality in place, Phase 2 is where companies take their organizations to a new level by optimizing processes, taking advantage of the latest features and enhancements, and making decisions based on single-source data driven analytics . . . all of which were (hopefully) the reason they decided to invest in ERP in the first place.

So, why then, do so many companies fail to implement Phase 2? Why are they content to never fully maximize the investment they’ve made in an Epicor ERP system?

The IHS staff noodled over this for some time, and upon pooling our collective experiences on why Phase 2 projects so commonly fail, we developed our Epicor Phase 2 (EP2) platform which builds a framework around the patchwork of isolated tasks that tend to get dumped into Phase 2. Basically, EP2 helps your company put the same emphasis on Phase 2 completion as it did on Phase 1.

Hover over each step below to learn more.

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It’s imperative to assign a leader to manage these projects that has the following skills:

  • Strong leadership & communication

  • Knowledge of business goals and ERP capabilities – core, enhanced and 3rd-party products

  • Authority to direct others to task completion

  • Define the tasks, resources and materials needed to bridge the defined gaps.

  • Prioritize your task list based on factors important to your company. (Business Alignment, Cost, Risk, Capabilities, etc)

  • Create a roadmap of what you will work on and when. This roadmap will be the foundation for a project plan, or series of project plans, clearly defining who, how and when your Phase 2 goals will be accomplished.

  • Compare your Assessment to your original project charter. Have the business goals been achieved?

  • If not, what needs to happen to achieve those goals? Better processes, more training, additional modules, third party enhancements, improved reporting?

  • Create a list of all the gaps between where you currently are and where you need to go.

  • Dig out that list of Phase 2 tasks. What’s been done? What hasn’t? Why?

  • What’s the satisfaction level of customer, suppliers and users?

  • Is management satisfied with the decision-making data available to them?

  • What has improved with the new system? What hasn’t?

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