HOW EPICFORCE TECH USES BPM TO STREAMLINE APPROVAL PROCESSES IN EPICOR® ERP

How Epicforce Tech Uses BPM to Streamline Approval Processes in Epicor® ERP

How Epicforce Tech Uses BPM to Streamline Approval Processes in Epicor® ERP

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Efficient approval processes are essential for smooth business operations. However, many organizations still rely on manual approvals, which lead to delays, human errors, compliance risks, and inefficiencies. In a fast-paced business environment, companies need automated approval workflows that ensure accuracy, accountability, and faster decision-making.

With Epicor® Business Process Management (BPM), businesses can streamline approval processes within Epicor® ERP, eliminating bottlenecks and improving operational efficiency. At Epicforce Tech, we specialize in configuring and optimizing Epicor® BPM workflows to automate approval tasks, enforce business rules, and improve response times across finance, procurement, HR, and sales workflows.

In this blog, we’ll explore how Epicforce Tech leverages BPM to streamline approval workflows in Epicor® ERP, helping businesses save time, reduce errors, and improve decision-making.

Common Challenges in Manual Approval Processes

Many businesses struggle with slow and inefficient approval workflows, leading to:

1. Delayed Approvals & Missed Deadlines

  • Manual approval processes often require multiple follow-ups, causing delays in decision-making.
  • 70% of companies report that delayed approvals impact business performance (Source: Forbes).

2. Lack of Visibility & Transparency

  • Employees often lack real-time tracking of approval status, causing workflow bottlenecks.
  • Managers and decision-makers struggle to prioritize pending approvals without automated reminders.

3. Increased Compliance & Audit Risks

  • Manual approval processes may not enforce company policies effectively.
  • Inconsistent approvals increase the risk of non-compliance with regulations.

4. High Error Rates & Inefficiencies

  • Approvals based on emails, spreadsheets, and paper-based methods lead to errors and miscommunication.
  • Manual errors in purchase orders, invoices, and expense claims can lead to financial losses.

5. Excessive Administrative Work

  • Employees waste valuable time tracking approvals, sending reminders, and following up on pending requests.
  • This reduces productivity and increases operational costs.

Solution: Epicor® BPM helps automate approvals, improve transparency, and enforce business rules, ensuring a faster, error-free workflow.

How Epicforce Tech Uses BPM to Automate & Optimize Approval Workflows in Epicor® ERP

1. Configuring Automated Approval Routing

At Epicforce Tech, we design custom BPM workflows that automatically:
✔ Route approval requests to the right stakeholders based on predefined rules.
✔ Send real-time notifications & alerts to approvers.
✔ Escalate pending approvals if deadlines are missed.

Example: A purchase order above $50,000 is automatically routed to the finance director for approval, ensuring compliance with company policies.

Result: Businesses reduce approval delays by up to 50%, improving cash flow and operational efficiency.

2. Implementing Multi-Level Approvals & Conditional Logic

Not all approval requests are one-size-fits-all. Epicforce Tech configures Epicor® BPM to:
✔ Set up multi-level approvals based on request type, amount, or department.
✔ Apply conditional logic to ensure only valid requests are processed.
✔ Reject incomplete or non-compliant approvals automatically.

Example:

  • Purchase orders under $10,000 go directly to the department manager.
  • Orders between $10,000–$50,000 require finance team review.
  • Orders above $50,000 escalate to executive-level approval.

Result: Businesses ensure faster approvals while enforcing company policies without manual intervention.

3. Enabling Real-Time Approval Tracking & Status Updates

One of the biggest challenges in manual approvals is the lack of visibility. Epicforce Tech’s BPM workflows:
✔ Provide real-time dashboards displaying pending, approved, and rejected requests.
✔ Send automated follow-ups to ensure no requests are overlooked.
✔ Allow employees to track the status of their approval requests instantly.

Example: A manager can log into Epicor® ERP and view all pending approvals without needing manual updates from employees.

Result: Companies improve visibility and control over approval workflows, reducing uncertainty and inefficiencies.

4. Enhancing Compliance & Audit Readiness

Manual approval workflows often lack documentation, making audits difficult. Epicforce Tech’s BPM workflows:
✔ Store detailed approval logs for easy audit tracking.
✔ Ensure all requests meet regulatory and financial compliance before approval.
✔ Prevent unauthorized approvals with strict validation checks.

Example: Expense approvals are automatically checked against company expense policies, ensuring compliance before submission.

Result: Businesses reduce compliance risks by up to 40% and simplify audit preparation.

5. Integrating BPM with Email & Mobile Notifications

Approvals often get delayed when managers aren’t at their desks. Epicforce Tech integrates Epicor® BPM with email & mobile notifications to:
✔ Send approval requests via email or mobile alerts.
✔ Allow managers to approve or reject requests instantly from their phone.
✔ Provide one-click approval options to simplify workflow execution.

Example: A sales manager receives a mobile alert for a discount approval and can approve it instantly without logging into Epicor® ERP.

Result: Businesses accelerate approval turnaround times, ensuring faster execution of critical tasks.

Key Benefits of BPM-Driven Approval Workflows by Epicforce Tech

✔ Faster Decision-Making – Automated approvals reduce processing time by 50%.
✔ Increased Productivity – Employees spend less time chasing approvals.
✔ Improved Compliance – Enforced business rules ensure policy adherence.
✔ Enhanced Accuracy – Eliminates manual errors and approval inconsistencies.
✔ Greater Visibility – Real-time tracking provides complete approval history.

Use Cases for Automated Approval Workflows

Finance & Accounting

✔ Invoice approvals – Validate invoices against purchase orders before payment.
✔ Expense claims – Ensure expenses meet company policies before reimbursement.
✔ Budget approvals – Automate budget review and spending approvals.

Sales & Customer Service

✔ Order discount approvals – Automate pricing approvals for large deals.
✔ Quote-to-order conversion – Auto-approve sales quotes within set limits.

Human Resources

✔ Leave request approvals – Managers get automated alerts for leave requests.
✔ New hire approvals – HR workflows automate hiring and onboarding approvals.

Procurement & Inventory

✔ Supplier contract approvals – Validate supplier contracts before execution.
✔ Stock reorder approvals – Trigger purchase approvals when inventory is low.

Why Choose Epicforce Tech for Epicor® BPM Solutions?

✔ Expertise in Epicor® BPM Configuration & Optimization
✔ Tailored Approval Workflows Designed for Your Business
✔ Seamless ERP Integration for End-to-End Automation
✔ Ongoing Support & Enhancements for Future Growth

Conclusion: Transform Approval Workflows with Epicforce Tech’s BPM Solutions

Automating approval workflows with Epicor® BPM is a game-changer for businesses looking to improve efficiency, reduce delays, and enhance compliance. Epicforce Tech’s BPM-driven solutions help businesses:

  • Reduce approval times by up to 50%.
  • Improve workflow transparency and tracking.
  • Ensure business rule enforcement and compliance.
  • Increase operational efficiency with real-time notifications and automated routing.

Ready to eliminate approval bottlenecks and enhance business efficiency? Let Epicforce Tech help you streamline your Epicor® ERP approval workflows today.

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