Training your team to use Epicor® ERP is one thing—knowing if that training actually worked is another.
You’ve invested time and resources into getting users onboarded, but how do you know if they’re applying what they learned, using the system correctly, and improving business outcomes?
This blog provides a practical, easy-to-follow end-user adoption checklist designed specifically for Epicor®. Whether you're in the post-implementation phase or trying to improve ongoing user experience, these insights will help you measure, validate, and optimize your ERP training efforts.
???? Why Measuring Epicor® User Adoption Is Essential
A successful ERP implementation isn't about how fast you go live—it’s about how confidently and consistently your users engage with the system.
Poor adoption leads to:
-
Incomplete or incorrect data
-
Process breakdowns
-
Redundant manual work outside the ERP
-
Low ROI from your Epicor® investment
Tracking adoption is your first step to continuous improvement—and long-term ERP success.
✅ What Does "End-User Adoption" Really Mean?
In Epicor® terms, user adoption includes:
-
Logging into the system regularly
-
Using assigned modules and workflows correctly
-
Entering accurate and complete data
-
Performing role-specific tasks without external workarounds
-
Engaging with dashboards, BAQs, and reports
-
Seeking system help instead of relying on spreadsheets or emails
Simply put, adoption = consistent usage aligned with business goals.
???? The Epicor® End-User Adoption Checklist
Use this checklist to evaluate training effectiveness and adoption across teams and departments. Each point includes what to measure and how to assess it.
1. ???? System Login Frequency
-
Why it matters: Regular logins indicate consistent engagement.
-
What to measure:
-
Number of active users per week/month
-
Inactive user accounts
-
Login frequency by department
-
✅ Adoption Insight: If users aren’t logging in regularly, start by identifying friction points (complex UI, unclear tasks, etc.).
2. ???? Task Completion Within Epicor®
-
Why it matters: Tasks completed outside the system (via email, Excel, etc.) indicate poor adoption.
-
What to measure:
-
PO creation in Epicor® vs email
-
Invoice matching rates
-
Order processing inside the ERP
-
Production reporting consistency
-
✅ Adoption Insight: Look for trends where users bypass Epicor® for routine tasks.
3. ???? Data Quality and Completeness
-
Why it matters: Inaccurate or missing data breaks reports and processes.
-
What to measure:
-
Blank or default fields in transactions
-
Duplicate records
-
Errors flagged in exception reports
-
Inconsistent naming or formatting
-
✅ Adoption Insight: High-quality data is a direct result of effective user input.
4. ???? Role-Based Workflow Compliance
-
Why it matters: Users should follow the processes designed for their role.
-
What to measure:
-
Are purchase approvals being routed properly?
-
Are users submitting timesheets via Epicor®?
-
Are sales orders being quoted and invoiced within the system?
-
✅ Adoption Insight: Identify if users are skipping or misunderstanding key steps.
5. ???? Report and Dashboard Usage
-
Why it matters: Dashboards and reports show how well users are extracting value from the system.
-
What to measure:
-
Frequency of dashboard access
-
Report execution by role
-
Custom views or filters created by users
-
✅ Adoption Insight: High usage = value recognition. Low usage = training gaps.
6. ???? User Confidence & Feedback
-
Why it matters: Confidence determines whether users embrace or resist the system.
-
What to measure:
-
Surveys: “How confident are you in using Epicor® daily?”
-
Training feedback forms
-
Support ticket themes (Are users confused or reporting bugs?)
-
✅ Adoption Insight: Collect qualitative data to complement usage metrics.
7. ????️ Error Rates and Support Requests
-
Why it matters: Too many errors suggest weak training or poor design.
-
What to measure:
-
Number of repeated issues per user
-
Common error codes
-
Tickets related to misunderstood workflows
-
✅ Adoption Insight: Fewer support requests = higher proficiency.
8. ???? System Workarounds and Shadow Systems
-
Why it matters: External systems (Excel, email, sticky notes) mean Epicor® isn’t doing its job.
-
What to monitor:
-
Are users still tracking inventory in Excel?
-
Do sales teams use external CRMs or email chains?
-
Is production reporting duplicated on paper?
-
✅ Adoption Insight: Shadow systems are the clearest sign of low adoption.
9. ???? Peer-to-Peer Support and ERP Champions
-
Why it matters: Peer learning is a strong sign of cultural adoption.
-
What to measure:
-
Are department ERP champions answering questions?
-
Is there an internal help guide or FAQ?
-
Do users proactively share ERP tips or shortcuts?
-
✅ Adoption Insight: Internal support loops reduce reliance on admins or consultants.
???? How to Act on the Checklist
Once you’ve assessed adoption, the next step is improvement.
????️ Strategies to Boost Adoption:
-
Refresher training based on problem areas
-
Role-specific SOPs and quick guides
-
Mini video tutorials for common tasks
-
In-app guidance tools
-
Departmental ERP champions and peer sessions
-
Regular check-ins with users to collect feedback
???? Common Causes of Poor Adoption (and Fixes)
| Problem | Cause | Fix |
|---|---|---|
| Low login rates | No perceived value | Show how ERP affects KPIs |
| Incorrect data | Confusing forms | Add tooltips or training videos |
| Shadow systems | Workflow friction | Streamline process inside Epicor® |
| Report underuse | Users don’t trust data | Improve data quality and train on dashboards |
???? Tags for Visibility and Engagement
-
Epicor End-User Adoption
-
ERP Training Effectiveness
-
Epicor User Metrics
-
ERP Data Quality
-
Epicforce Tech ERP Support
???? Conclusion: Make Epicor® Work Because of Your Users—Not In Spite of Them
End-user adoption isn’t just a post-go-live phase—it’s a continuous signal of how well your ERP investment is serving your people and your processes. The best systems don’t succeed because they’re powerful—they succeed because users feel empowered to use them.
By following this checklist, you can turn training into transformation—catching early signs of disengagement, identifying where users need more clarity, and evolving your ERP into something the entire team wants to use.
At Epicforce Tech, we partner with businesses to create smarter, data-driven Epicor® environments that users can truly adopt and trust. We focus not just on implementation, but on adoption, clarity, and long-term usability.
???? Let’s build an Epicor® experience your users embrace.
Contact Epicforce Tech and start turning usage into impact.