Epicor Kinetic Services for Growing Manufacturers
Epicor Kinetic
Our Approach
Unlock Epicor Kinetic's full potential with hands-on consulting from technology experts who focus exclusively on mid-market businesses. Get faster decisions, better shop-floor visibility, and measurable results without big-firm bureaucracy.
As Epicor Kinetic Professionals, we bridge the gap between standard ERP functionality and the unique operational DNA of the business. We specialize in transforming Kinetic from a software package into a tailored competitive advantage. Our philosophy is that the systems should work for the people according to their needs. However, most ERP implementation consultants force the businesses to work according to the ERP.
Your ERP should work as hard as your shop floor does. Let’s schedule a 30-minute discovery call to identify the bottlenecks holding your team back.
Epicor Kinetic Consultancy Services
Tailored Report Modifications
Transform standard SSRS reports with your custom fields, dynamic layouts, and executive-ready visuals. Gain precise operational insights into production, financials, and inventory—delivered fast and upgrade-proof.
Bespoke Report Development
Engineer powerful new SSRS or dashboard reports from your data. Track critical KPIs like delivery performance and inventory velocity with drill-downs, scheduling, and seamless exports for instant decisions.
Data Structure Extensions
Seamlessly expand UD tables and fields to capture your unique business data. Unlock advanced queries, validations, and reporting without touching core schemas—keeping your Kinetic agile and future-ready.
Advanced BAQ Design
Craft high-performance Business Activity Queries for real-time analytics across sales, production, and inventory. Fuel custom dashboards and automation with optimized, updatable queries that scale with your growth.
Automated Data Exports
Streamline exports to Excel, CSV, or external platforms via BAQs and BPMs. Eliminate manual work for compliance reporting, analytics tools, or partner systems—pure efficiency, zero hassle.
AppStudio Form Personalization
Reimagine Kinetic forms with added fields, intuitive controls, and role-specific views. Boost order entry, job tracking, and inventory accuracy through low-code customizations that users love.
Smart Workflow Automation
Deploy BPMs to automate approvals, alerts, and processes like PO releases or inventory moves. Enforce your business rules dynamically, cutting delays and errors across your operations.
Seamless API Connections
Integrate Kinetic via REST/SOAP APIs with e-commerce, MES, or shipping systems. Achieve secure, bidirectional data flow using Swagger and OAuth—expanding Kinetic's reach effortlessly.
HubSpot CRM Sync
Unify Kinetic sales data with HubSpot for automated customer syncs, opportunities, and quotes. Supercharge marketing and pipelines while keeping both systems perfectly aligned and actionable.
Executive Dashboard Solutions
Build personalized Kinetic dashboards with live KPIs, charts, and drill-backs. Monitor shop-floor performance, financial health, or supply chain in real-time—empowering leaders at every level.
Enhanced Screen Navigation
Customize quick searches, menus, and layouts via AppStudio for lightning-fast access. Tailor views by role to slash training time and skyrocket daily productivity across teams.
Multi-Site Field Automation
Add custom fields and BPM automation for inter-plant transfers and consolidations. Simplify complex, multi-company operations while delivering unified reporting and control.
We play from your side
We’re independent Epicor Kinetic specialists—purely focused on your success, not vendor upsells.
Our experts dive into your Kinetic system to amplify its power for mid-market manufacturers. We prioritize value through targeted customizations—tailored reports, BAQs, AppStudio forms, BPM workflows, API integrations (including HubSpot), and upgrade-safe enhancements that fit your operations perfectly.
CSIYourWay becomes your fractional Kinetic development team. From data exports and dashboards to screen personalization and multi-site automation, we transform standard ERP into your competitive edge.
Stop settling for out-of-the-box. Supercharge Epicor Kinetic YourWay for peak efficiency and ROI.
✽ CSI YourWay Advantage
ERP Consultants — YourWay
Fast access to experts
No frustrating delays with service desk operators, large hierarchies, or bureaucratic structures—just direct, senior-level responses to resolve issues swiftly.
Cost Effective Consulting
Flexible, competitive pricing that undercuts Infor's gold partners while delivering identical top-tier quality and results.
Your Partner, not Epicor's
We skip pushing "out-of-the-box" limitations—instead, we analyze your unique manufacturing needs and deliver tailored Kinetic customizations that drive real efficiency.
Let's transform your operations —Together
Let’s start by reviewing your current system and understanding how it’s used today.
Together, we’ll identify bottlenecks, uncover opportunities, and outline
a clear path to improvement. Schedule an introductory meeting to see
how CSIYourWay can help you get more from your ERP.