ServicesEpicor Kinetic Implementation
Epicor Kinetic implementation with CRM and AI built in
- Epicor Platinum Partner
- SugarAI Premier Partner
- 100s of Epicor and Sugar implementations across the Americas
Most Epicor partners know the ERP. TCP knows the ERP, the CRM your sales team will use, and the AI agents that will read Kinetic data. One partner, one plan, in English and Spanish, across North and Latin America.
Who this is for
- Mid-size manufacturers moving to Kinetic from a legacy ERP.
- Companies upgrading from Epicor 9 or 10.
- Companies with plants in the US, Mexico, and elsewhere in the Americas that want one partner across all of them.
- Engineer-to-order, configure-to-order, and complex scheduling environments.
What the vendor gives you, and what TCP adds
| Epicor gives you | TCP adds |
|---|---|
| The license, a methodology, and a large partner network | A partner that has run Kinetic implementations for over a decade in both languages |
| An ERP | The CRM plan and the connection between them, scoped from day one |
| Native Epicor AI features | AI agents that read Kinetic data and act on it: approvals, communications, shop-floor reporting |
| Support for the product | Support for your business, including the vendor case when it comes to that |
How TCP runs a Kinetic implementation
The same shape as the Sugar implementation, so the two feel like one family. The CRM and AI branch runs alongside. Fixed price for defined scope, with the duration range stated in the estimate.
Step 1
Discovery
TCP walks the plant and the office. Quote-to-cash, order-to-ship, purchasing, inventory, scheduling.
Step 2
Configure
Modules, business rules, BAQs, dashboards, Kinetic layouts. Epicor's methodology where it fits, TCP's experience where it does not.
Step 3
Migrate data
Items, BOMs, routings, customers, suppliers, open orders, open AP and AR. Trial loads and reconciliation counts before cutover.
Step 4
Train
By role and by shift. Shop floor, planning, purchasing, finance, sales.
Step 5
Go live
Cutover planned around the production calendar. Then stabilization under support hours.
Parallel track: the CRM and AI plan is designed alongside, so the customer master, pricing, and quote flow get designed once.
What gets built, platform by platform
For Epicor Kinetic
Manufacturing patterns TCP has built before
- Engineer-to-order: quote-to-job flows where every order is a project.
- Configure-to-order: product configurator rules and pricing.
- Complex scheduling: finite capacity, multi-resource, 24/7 plants.
- Traceability: lot and serial tracking for food, medical, and regulated industries.
- Multi-site and multi-currency: plants in different countries on one instance.
- Epicor Grow and FP&A: reporting and planning on top of the ERP.
- Advanced MES: shop-floor data capture.
For Sugar
An ERP implementation is the right time to plan the CRM
- Orders, shipments, and invoices on the account.
- Quotes that become sales orders without re-keying.
- Credit status before the quote goes out.
Already have a CRM? TCP connects Kinetic to it.
For AI agents
Agents that attach to Kinetic at go-live or soon after
- Natural-language questions: ask the ERP in plain words, no BAQ.
- Automatic communications: invoices, credit memos, receipts sent as they post.
- Approvals by phone: requisitions routed and approved from anywhere.
- Shop-floor reporting by WhatsApp: incidents with photo or video, no terminal.
- AP invoice reading: matched to POs and routed.
What the Kinetic plus Fluent picture looks like
Kinetic as the source of truth, Fluent as the hub, five outputs. This is the picture from the Greenpaper case study.
Epicor Kinetic
Source of truth
Fluent
The hub
WhatsApp maintenance reporting
Automatic document delivery
Mobile approvals
Plain-language answers
AP invoice reading
Training
- Role-based, delivered on site or remote, in English or Spanish.
- Shop-floor training on the shop floor, on the shift that will use it.
- Administrator training so your team owns BAQs, dashboards, and user setup.
Project management
- One TCP project lead. One customer project owner.
- Weekly status. Shared task list. Cutover plan agreed with production.
- Scope changes written, priced, and approved before work starts.
Proof
24/7
plant, 1,000+ employees
Greenpaper
Paper and packaging, Monterrey. Epicor since 2015, moved to Kinetic cloud in 2022, added Fluent late that year. WhatsApp maintenance reporting, automatic document delivery, mobile approvals.
Read the case study
Cloud
for traceability and speed
Tecnas
Food industry. Kinetic in the cloud for traceability, security, and speed of change.
Read the case study
50x
production growth supported
IPSL
Industrial Papelera San Luis, Mexico. Epicor supporting fiftyfold production growth.
Read the case study
1 project
Kinetic and Sugar together
IMPELMEX
Kinetic and Sugar implemented together, connected through Fluent.
Read the case studyFrequently asked questions
Talk to a Kinetic implementation lead
Thirty minutes. Bring your biggest operational pain point. TCP will tell you how Kinetic handles it and what an implementation would involve.