# Epicor Administration Maturity Assessment: How Healthy Is Your Environment? > Source: https://netray.co/tools/epicor-administration-maturity-assessment > Publisher: Netray (netray.co), AI and integration engineering for ERP and manufacturing systems. > Section: Free Tools ## Short answer Answer ten questions on security, customization control, upgrades, monitoring and recovery to get a maturity score and next steps. ## Category epicor ## Erp Epicor Kinetic ## Audience - Epicor admin - IT manager - CIO ## Tool **Kind:** assessment **Questions:** #### How are Epicor security groups managed? **Options:** ##### Role-based groups, reviewed at least twice a year **Score:** 10 ##### Role-based, rarely reviewed **Score:** 6 ##### Mostly copied from another user **Score:** 2 ##### Many users share admin-level access **Score:** 0 #### How are customizations and BPMs controlled? **Options:** ##### Documented, versioned and tested in a non-production environment **Score:** 10 ##### Documented but testing is informal **Score:** 6 ##### Some documentation held by one person **Score:** 2 ##### No inventory of what exists **Score:** 0 #### How current is your Kinetic version? **Options:** ##### Within the last year of releases **Score:** 10 ##### One to two years behind **Score:** 6 ##### More than two years behind **Score:** 2 ##### Near or past end of support **Score:** 0 #### Do you have separate pilot, test and production environments? **Options:** ##### Yes, refreshed from production on a schedule **Score:** 10 ##### Yes, but refreshed rarely **Score:** 6 ##### One test environment shared by all **Score:** 3 ##### Production only **Score:** 0 #### Have you tested restoring from backup? **Options:** ##### Restore tested in the last twelve months, time recorded **Score:** 10 ##### Backups run, restore tested years ago **Score:** 5 ##### Backups run, never tested **Score:** 2 ##### Unsure backups run **Score:** 0 #### How do you monitor the system? **Options:** ##### Alerts for server, database, tasks and failed integrations **Score:** 10 ##### Basic server monitoring only **Score:** 6 ##### We find out when users call **Score:** 2 ##### No monitoring **Score:** 0 #### How are BAQs and dashboards governed? **Options:** ##### Naming standard, owners and periodic cleanup **Score:** 10 ##### Some standards, no cleanup **Score:** 6 ##### Users create freely, no standards **Score:** 3 ##### Nobody knows how many exist **Score:** 0 #### How do you handle integrations and API keys? **Options:** ##### Documented, dedicated service accounts, keys rotated **Score:** 10 ##### Documented, shared accounts **Score:** 5 ##### Partly documented **Score:** 2 ##### Built by a person who left **Score:** 0 #### Do you have documented procedures for month-end and year-end? **Options:** ##### Documented, owned and rehearsed **Score:** 10 ##### Documented but out of date **Score:** 6 ##### Held in people's heads **Score:** 2 ##### Handled ad hoc each time **Score:** 0 #### How many people can administer the system if the lead is away? **Options:** ##### Two or more trained **Score:** 10 ##### One backup, partly trained **Score:** 6 ##### Only an outside consultant **Score:** 3 ##### One person **Score:** 0 **Bands:** #### At risk **Min:** 0 **Max:** 34 **Verdict:** Key controls are missing and a single failure could stop operations. **Recommendations:** - Test a backup restore and record the time - Reduce admin-level access and review security groups - Start an inventory of customizations, BPMs and integrations #### Developing **Min:** 35 **Max:** 59 **Verdict:** Basics exist but are not consistently applied or reviewed. **Recommendations:** - Create a pilot environment and refresh it on a schedule - Write down month-end and upgrade procedures - Train a second administrator #### Solid **Min:** 60 **Max:** 84 **Verdict:** Well run with some gaps in monitoring or governance. **Recommendations:** - Add alerts for failed integrations and tasks - Clean up unused BAQs and dashboards - Plan the next upgrade with a regression test set #### Mature **Min:** 85 **Max:** 100 **Verdict:** Strong controls and low operational risk. **Recommendations:** - Keep reviews on a calendar - Measure upgrade effort and refine the regression pack - Look at automation for routine reporting and reconciliation ## Content **Intro:** Most Epicor problems that reach the help desk are really administration problems: access nobody reviews, customizations nobody documented and a backup nobody has restored. This ten-question assessment gives a quick, honest view. **Sections:** #### How to use the assessment **Body:** Answer for how things are today, not how they are meant to be. Ideally two people answer independently, for example the administrator and the IT manager, and compare. Differences between the answers are often more useful than the score. Export the result and use the lowest scoring questions as the first items in next quarter's plan. #### What the scoring means **Body:** Each question scores zero to ten and the total is converted to a percentage of the maximum. The bands are a conversation starter, not a certification. A system can score well and still have a single point of failure in one person, which is why the last question matters. A low score is not a failure either, it shows where a small amount of effort gives the largest reduction in risk. **Bullets:** - Backup restore testing is the cheapest big win - Role-based security prevents audit findings - Documented customizations make upgrades far less painful #### Common mistakes **Body:** Teams often mark themselves up because backups run, without ever restoring. They count shared admin accounts as normal. They also treat customizations as someone else's problem until an upgrade breaks them. Be critical, since the point is to find gaps while they are cheap to fix. Repeat the assessment every six to twelve months to show progress. **Cta:** If you want an outside view, Netray can review your environment and suggest where read-only AI assistants could remove routine reporting work. **Faq:** #### Is this assessment official from Epicor? **Answer:** No. It is an independent self-assessment based on common administration practices. It does not certify anything and is not endorsed by Epicor. #### How often should we repeat it? **Answer:** Every six to twelve months, and after a major upgrade, staffing change or incident. Keep the exports so you can show trend over time to management or auditors. #### What if we are cloud hosted? **Answer:** Hosting changes who runs servers and backups, but you still own security groups, customizations, BAQs, integrations and procedures. Answer the infrastructure questions according to what you can verify with your provider. #### Which question matters most? **Answer:** If forced to choose, the backup restore test and the number of trained administrators. They determine whether you can recover and whether the system survives a staffing change. ## Search terms epicor health check, epicor system assessment, epicor administration best practices, epicor environment review, epicor audit checklist, erp admin maturity --- Talk to an engineer: https://netray.co/contact?intent=erp_ai | Machine catalog: https://netray.co/agent/catalog.json