Epicor Kinetic (Epicor ERP) implementation partner scorecard

• Functional consultantJobs and quotesWalk me through how a quote becomes a customer order and then a job in Kinetic, including the method of manufacture, materials, labor reporting and job closing.
• Functional consultantPlanningWould you run MRP only or add Advanced Planning and Scheduling for us, and what master data must be right before either gives usable output?
• Functional consultantLicensing and bundlesWhich Kinetic platform core and industry bundles would you propose for us, and which features are we buying that we will not use?
• Functional consultantMulti-companyWe have several plants and two legal entities. How would you set up companies and sites in Kinetic, and how do intercompany orders and consolidation work?
• Functional consultantFinanceHow would you design our chart of accounts and posting setup in Kinetic, and how will we report margin by plant and product line?
• Functional consultantTailoring without codeWhich of our requirements would you meet without code, and with which Kinetic tools?
• Functional consultantData migrationWhat data would you convert from our current system, how would you load it into Kinetic, and how many rehearsals would you plan?
• Functional consultantConfigured productsWe sell configured products. Would you use Epicor CPQ, and how would quotes, BOMs and CAD output flow into Kinetic?
• Technical consultantBPMDesign a BPM that blocks a sales order release when margin is below a limit and notifies the sales manager. Which directive do you use and where does the logic live?
• Technical consultantBAQHow do you build and tune a BAQ for a shop floor dashboard, and how is it reused elsewhere?
• Technical consultantEpicor FunctionsWhen would you write an Epicor Function instead of a BPM, and how do you deploy and secure a function library?
• Technical consultantApplication StudioHow do you change a Kinetic browser screen with Application Studio, and how do you keep layers working through updates?
• Technical consultantClassic to browserWe run Epicor ERP 10 with many classic screen customizations. How do you move them to the Kinetic browser?
• Technical consultantUD fields and servicesWe need to track data Kinetic does not have. How would you add it, and when would you use the UD Service Designer?
• Technical consultantIntegrationHow would you integrate Kinetic with our MES and e-commerce systems? Compare the REST API with Automation Studio.
• Technical consultantPerformanceA dashboard takes 30 seconds to load in production. How do you find the cause?
• Technical consultantSecurityHow would you set up user security in Kinetic and secure API access for integrations?
• Technical consultantRegression testingKinetic now updates monthly. How do you regression test our customizations before each update?
• Technical consultantAIWhat would you do with Epicor Prism for us, and how do you keep AI features within our data and security rules?
• Project leadPlanShow me a Kinetic project plan you ran. Where are the conference room pilots, test cycles and cutover rehearsals?
• Project leadTeamWho exactly will be on our project, what percentage of their time, and what happens if one of them leaves?
• Project leadScope controlHow do you control customizations and scope changes on a Kinetic project?
• Project leadCutoverDescribe your Kinetic go-live weekend. What is converted when, and what is the rollback decision point?
• Project leadCloud and updatesIf we move to Epicor cloud, which package would you recommend and how will updates fit our calendar?
• Project leadTrainingHow will our users be trained, and what do you expect us to take from the Epicor Learning Center?
• Project leadReferencesCan we speak to a Kinetic customer whose project had problems, and what did you change afterwards?

Red flags in Kinetic partner evaluations

• Senior people in the sales meeting, unnamed juniors on the proposal

  The team you interview should be the team you get. Ask for a key-person clause.

• No Kinetic-specific answers on BPMs, BAQs, Functions or Application Studio

  Generalist ERP consultants learn the product on your budget.

• Plans new classic Smart Client customizations

  Epicor replaced the Smart Client with browser forms in 2026.1; new work belongs in Application Studio.

• Plans direct SQL inserts or table edits to load or fix data

  Bypasses business logic. Use the import tools, services and REST API.

• Says customizations carry through updates automatically

  With monthly updates, every BPM, Function, layer and interface needs a regression test plan.

• References only from other Epicor products or more than a few years old

  Kinetic, its tools and the cloud model change. Recent, same-product references matter.

• Proposes every bundle and a large concurrent user count without analysis

  Bundles and users should be tied to requirements and real usage patterns.

• Low fixed fee with broad exclusions

  Exclusions such as data, reports and interfaces usually return as change orders.

• No cutover rehearsal in the plan

  The first full data load should never be the go-live.

• Partner status or certifications claimed but not verifiable

  Check the firm in the Epicor Find a Partner directory and ask for each consultant's certification name and date.

• Customizations excluded from post go-live support

  Someone must own the BPMs, Functions and layers they built.

• Unverifiable claims of exclusive status or guaranteed timelines

  Ask for written evidence. Real partners describe risks, not guarantees.