Successfully implementing Epicor® Kinetic requires more than just configuring modules or importing data—it requires people across your organization to understand, use, and believe in the system. Without cross-department buy-in, even the best ERP system can fail to deliver its promised value.
One of the biggest reasons ERP rollouts struggle is lack of engagement from key departments. Operations might be onboard while finance resists the change. Sales may rely on outdated processes. Training becomes siloed, and the system remains underutilized.
That’s why at Epicforce Tech, we go beyond technical training. Our methodology focuses on building internal alignment across departments to ensure widespread adoption, consistent usage, and long-term ERP success.
In this post, we’ll show how Epicforce Tech helps organizations build true cross-department buy-in for Epicor® Kinetic training—and why it’s critical to your ERP investment.
Why Cross-Department Buy-In Is So Important for ERP Training
Without full organizational engagement, ERP training becomes fragmented. Here’s what often happens:
One department adopts, others avoid
Duplicate or conflicting processes emerge
Data integrity suffers due to inconsistent entry
IT becomes overloaded supporting isolated teams
Reporting lacks context or completeness
Epicor® Kinetic is designed to connect departments. But it can only do that if each team understands its role in the ecosystem—and has a voice in the training process.
How Epicforce Tech Builds Departmental Alignment Around Training
We don’t train in silos. We work with cross-functional teams to align training goals, personalize learning paths, and promote collaboration across the organization.
Here’s how we do it:
1. Stakeholder Engagement from Day One
Before training begins, Epicforce Tech facilitates discovery sessions with:
Department heads
Team leads
Power users
Compliance officers
Process owners
This allows us to identify specific needs, challenges, and existing gaps. It also ensures every department feels heard—and invested in the training process.
2. Tailored Training Plans for Each Department
We develop customized training that speaks to the unique workflows and KPIs of each team:
Finance → GL structures, AR/AP processes, reporting accuracy
Operations → Production scheduling, inventory control, job management
Sales & Customer Service → Quoting, order entry, CRM integration
Procurement → Vendor management, purchase orders, approvals
Each team gets targeted, role-specific instruction—but also understands how their actions impact others.
3. Connecting the Dots: Workflow Awareness
One of our core training objectives is helping teams understand how their processes affect the broader system:
A late purchase order delays production
Inaccurate job tracking affects finance reports
Missing customer details disrupt shipping
By showing how departments are interconnected through Epicor® Kinetic, we promote accountability and cooperation.
4. Hands-On, Cross-Functional Training Sessions
We offer blended training formats that encourage collaboration:
Joint sessions between operations and finance
Simulated workflows that pass data across departments
Role-playing scenarios that highlight bottlenecks and dependencies
These sessions build empathy, communication, and system-wide understanding.
5. Leadership Involvement and Messaging
We guide leadership teams to actively:
Communicate the strategic value of Epicor® Kinetic
Set expectations around training participation
Recognize and reward early adopters and power users
When leadership supports training as a business priority—not just an IT task—others follow.
6. Post-Training Feedback and Support Loops
Training doesn’t end with one session. Epicforce Tech offers:
Post-training surveys by department
Performance metrics and adoption reports
Open forums for questions and improvement suggestions
Refresher sessions and departmental clinics
This ensures departments stay engaged beyond go-live and continually improve.
Results: What Cross-Department Buy-In Delivers
Organizations that follow this approach typically experience:
Faster system adoption across teams
Higher data consistency and integrity
Improved collaboration between departments
Reduced reliance on workarounds and shadow systems
Greater ROI on Epicor® Kinetic investment
Why Epicforce Tech?
At Epicforce Tech, we combine deep knowledge of Epicor® Kinetic with proven strategies for organizational enablement. We understand that ERP training only succeeds when every department is aligned—and we’ve built our approach accordingly.
From stakeholder engagement to cross-functional workshops and post-training feedback loops, we ensure every user group is equipped and empowered to contribute to ERP success.
