MUFI Rating & Risk – Epicor ERP

MUFI Rating & Risk – Epicor ERP

MUFI: Maintainability, Usability, Functionality, Implement ability

Vendor: Epicor (Select For Vendor Profile)


Epicor is one of the leading tier 2 ERP software vendors. Epicor has grown significantly due to its merger with the software vendor Activant. Epicor, along with Infor is seen as the main substitute for the tier 1 ERP vendors and for mid-market companies that would prefer not to stretch to purchase Oracle or SAP.

Application Detail

Epicor ERP has a relatively easy to use user interface. Unlike the tier 1 ERP applications, Epicor makes it easy to determine where on is located. However, aside from usability, Epicor is not an interesting or innovative application. Its main strength is its manufacturing functionality, and it even has manufacturing execution scheduling functionality – however, we advise clients not to rely upon ERP systems for such functionality – including supply chain planning functionality as it is not something that ERP systems particularly good at when compared to applications that specialize in this. This is a long-term argument that has been waged for over a decade and a half, but the fact is that companies that rely upon ERP systems for supply chain planning have mediocre planning output. We also do not grade Epicor ERP even in the same category as Rootstock or ProcessPro (two other ERP applications) for supply chain functionality. For details see our profiles on other software categories where we cover these types of applications in great detail.

In our testing of Epicor ERP, we found nothing compelling which would cause us to want to purchase or use the application. This lack of innovation and lack of engineering orientation is apparent in multiple areas of the software. Epicor’s ERP system is also not regarded for its infrastructure – with a number of clients complaining of slow processing times – something which is rare for an ERP application as the types of transactions that ERP systems perform are not heavy in processor consumption. Epicor also has a very limited financials module, which brings up the question of whether the company can use it at a reasonable level of customization. To top it off Epicor ERP is buggy.

Epicor has made a lot of marketing noise about how they are a better value than tier 1 ERP, however, like NetSuite, their marketing speaks a lot louder than the capability of their application. At this point, most people should be aware of the exceedingly poor value and negative ROI concerning SAP and Oracle ERP. It does not necessarily follow that Epicor is a good value simply because it is not SAP or Oracle. A software vendor must have something compelling in its own right aside from “not being SAP or Oracle,” and we don’t see that with Epicor’s ERP system. SAP has a similar cost profile to Sage but is a significantly inferior application. Furthermore, some applications are quite a bit less expensive than Epicor, that score far better in our rankings.

MUFI Scores

All scores out of a possible 10.

Vendor and Application Risk

Epicor is on the riskier side regarding implementation. It has a relatively old design, and only really stands out regarding its user interface, which eases user adoption.

Likelihood of Implementation Success

This accounts for both the application and vendor-specific risk. In our formula, the total implementation risk is application + vendor + buyer risk. The buyer specific risk could increase or decrease this overall likelihood and adjust the values that you see below.

Risk Definition

See this link for more on our categorizations of risk. We also offer a Buyer Specific Risk Estimation as a service for those that want a comprehensive analysis.

Risk Management Approach

Some of the biggest issues for Epicor falls into two categories. One is the fact that a good part of the implementation will often be spent in backtracking from promises made during the sales stage. Epicor repeatedly gets into problems with overstating what the system can do, and this burns time on implementations as the implementation begins with assumptions regarding how the system will be used, that turns out not to be true. The second category of risk is that Epicor is a high maintenance ERP application – which means that buyers should be very careful about how much functionality from Epicor ERP that they actually deploy. It is very easy to implement Epicor ERP in a way that is ultimately unsustainable.

Finished With Your Analysis?

To go back to the Software Selection Package page for the Big ERP software category. Or go to this link to see other analytical products for Epicor ERP.


Brightwork MRP & S&OP Explorer for Tuning

Tuning ERP and External Planning Systems with Brightwork Explorer

MRP and supply planning systems require tuning in order to get the most out of them. Brightwork MRP & S&OP Explorer provides this tuning, which is free to use in the beginning until is sees “serious usage,” and is free for students and academics. See by clicking the image below:

Software Selection Book


Enterprise Software Selection: How to Pinpoint the Perfect Software Solution Using Multiple Sources of Information

What the Book Covers

Essential reading for success in your next software selection and implementation.

Software selection is the most important task in a software implementation project, as it is your best (if not only) opportunity to make sure that the right software—the software that matches the business requirements—is being implemented. Choosing the software that is the best fit clears the way for a successful implementation, yet software selection is often fraught with issues and many companies do not end up with the best software for their needs. However, the process can be greatly simplified by addressing the information sources that influence software selection. This book can be used for any enterprise software selection, including ERP software selection.

This book is a how-to guide for improving the software selection process and is formulated around the idea that—much like purchasing decisions for consumer products—the end user and those with the domain expertise must be included. In addition to providing hints for refining the software selection process, this book delves into the often-overlooked topic of how consulting and IT analyst firms influence the purchasing decision, and gives the reader an insider’s understanding of the enterprise software market.

This book is connected to several other SCM Focus Press books including Enterprise Software TCO and The Real Story Behind ERP.

By reading this book you will:

  • Learn how to apply a scientific approach to the software selection process.
  • Interpret vendor-supplied information to your best advantage. This is generally left out of books on software selection. However, consulting companies and IT analysts like Gartner have very specific biases. Gartner is paid directly by software vendors — a fact they make every attempt not to disclose while consulting companies only recommend software for vendors that give them the consulting business. Consulting companies all have an enormous financial bias that prevents them from offering honest advice — and this is part of their business model.
  • Understand what motivates a software vendor.
  • Learn how the institutional structure and biases of consulting firms affect the advice they give you, and understand how to properly interpret information from consulting companies.
  • Make vendor demos work to your benefit.
  • Know the right questions to ask on topics such as integration with existing software, cloud versus on-premise vendors, and client references.
  • Differentiate what is important to know about software for improved “implement-ability” versus what the vendor thinks is important for improved “sell-ability.”
  • Better manage your software selection projects to ensure smoother implementations.

Buy Now


  • Chapter 1: Introduction to Software Selection
  • Chapter 2: Understanding the Enterprise Software Market
  • Chapter 3: Software Sell-ability versus Implement-ability
  • Chapter 4: How to Use Consulting Advice on Software Selection
  • Chapter 5: How to Use the Reports of Analyst Firms Like Gartner
  • Chapter 6: How to Use Information Provided by Vendors
  • Chapter 7: How to Manage the Software Selection Process

Enterprise Software TCO Calculator – Epicor ERP

How it Works

Fill out the form below for a your customized TCO calculation, as well as each of the supporting cost components that make up the TCO. The form does not have a “beginning or end.” The form is constantly calculating, so feel free to make constant changes and the application will auto-adjust.


  • Vendor Name: Epicor (See for Vendor Rating)
  • Software Category: Big ERP
  • Company Headquarters: 4120 Dublin Boulevard Dublin, CA 94568
  • Site:
  • Contact number 925.361.9900
  • Delivery Mechanism: OnPremises

Finished With Your Analysis?

Once complete, goto this link to see other analytical products for Epicor ERP.

Project Planning Package – Epicor ERP

How it Works

Fill out the form below for your project planning estimate. The form does not have a “beginning or end.” The form is constantly calculating, so feel free to make constant changes and the application will auto-adjust.


  • Vendor Name: Epicor (See for Vendor Rating)
  • Software Category: Big ERP
  • Company Headquarters: 4120 Dublin Boulevard Dublin, CA 94568
  • Site:
  • Contact number 925.361.9900
  • Delivery Mechanism: OnPremises

Finished With Your Analysis?

Once complete, go to this link to see other analytical products for Epicor ERP.


Risk Book

Software RiskRethinking Enterprise Software Risk: Controlling the Main Risk Factors on IT Projects

Better Managing Software Risk

The software implementation is risky business and success is not a certainty. But you can reduce risk with the strategies in this book. Undertaking software selection and implementation without approximating the project’s risk is a poor way to make decisions about either projects or software. But that’s the way many companies do business, even though 50 percent of IT implementations are deemed failures.

Finding What Works and What Doesn’t

In this book, you will review the strategies commonly used by most companies for mitigating software project risk–and learn why these plans don’t work–and then acquire practical and realistic strategies that will help you to maximize success on your software implementation.


Chapter 1: Introduction
Chapter 2: Enterprise Software Risk Management
Chapter 3: The Basics of Enterprise Software Risk Management
Chapter 4: Understanding the Enterprise Software Market
Chapter 5: Software Sell-ability versus Implementability
Chapter 6: Selecting the Right IT Consultant
Chapter 7: How to Use the Reports of Analysts Like Gartner
Chapter 8: How to Interpret Vendor-Provided Information to Reduce Project Risk
Chapter 9: Evaluating Implementation Preparedness
Chapter 10: Using TCO for Decision Making
Chapter 11: The Software Decisions’ Risk Component Model

Honest Vendor Ratings – Epicor


Epicor has far too many lawsuits for a company of its size. Epicor should be the smaller and more value-focused software vendor when compared to SAP and Oracle. However, Epicor – at 4,500 employees is not that small, and secondly, the charges, which have surfaced from an analysis of a number of lawsuits, indicate that Epicor behaves as a “mini-Oracle.” A number of the lawsuits show a very weak application flexibility combined with great limitations in customization.

Epicor continues to grow through acquisition, but this is continuing to lead to low quality and short-term growth, using the acquired companies to sell more Epicor products – following a “buying customer” rather than strategic acquisition policy.


The information quality provided by Epicor is of poor quality. Like SAP and Oracle, Epicor’s sales routinely get themselves into customers for whom they do not have the functionality to meet their customer’s needs, which means that Epicor is following a low-quality sales model of telling prospects that functionality is in Epicor ERP that isn’t. Clients that have dealt with Epicor even go so far as to recommend that clients take down exactly what Epicor representatives say, because the story will often change in the future. Obviously, if you need a court stenographer in your dealings with a software vendor, you may want to think twice about buying from this vendor. It is a constant issue with Epicor is that they oversell what the software can do, and end up in cost overruns. Court cases against Epicor indicate both overselling, and then after the sale is made further misinformation which is used to cover up the real reasons that a customer is not able to get the software to work in a particular way. This is most likely due to the fact that consulting is very subordinate in the organization to sales, and that sales are pressuring consulting to cover for them. Many of these cost overruns are clearly not the result of normal overruns due to changing requirements but are the result of misinformation given out during the sales process.

We have analyzed Epicor’s marketing documentation, and it contains quite a few falsehoods, and unlike better software vendors is not focused on educating the customer/prospect. Much of the information – which centers around “embedded solutions,” is nothing more than marketing hyperbole. And in fact, the way Epicor’s software works has little to do with the concept’s presented in Epicor’s sales documentation. We considered giving Epicor our lowest rating, however, they do not produce the enormous quantity of false information that SAP, Oracle, and IBM do, (of course Epicor is a much smaller company) still we have given them the next lowest grade.

Consulting and Support

We rate Epicor consulting as average. However, support has slipped as of the Activant merger – with buyers we speak with questioning how much support at Epicor is a priority versus selling more software.

Internal Efficiency

Epicor, due to fairness issues in terms of compensation (too much compensation going to the top and too little for those that will actually be working on your account) has a problem with employee morale, and this negatively affects both the motivation of implementation consultants and support personnel.


Epicor is a moderate innovator.

Vendor Scores

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Software Selection Package for Big ERP