3 minute read
How to Unify Shopify and Epicor for Efficient Business Operations
Many businesses now use Shopify as an eCommerce platform for their online stores and customer relationship management (CRM) systems. That’s why it’s important to unify Shopify’s business processes with Epicor, a highly customizable enterprise resource planning (ERP) system. Proper unification allows companies to streamline their operations and increase efficiency, which helps them stay competitive in their markets. This article explains the different steps businesses should take to successfully unify their Shopify and Epicor systems.
The first step in aligning Shopify’s business processes with Epicor is establishing an efficient data management system. This should include transferring all relevant data from Shopify to Epicor and vice versa. This means that any changes made to one system should automatically be reflected in the other. This would eliminate the need for manual data entry and reduce the possibility of errors. In addition, organizations should ensure that the data they transfer between systems is accurate, up-to-date, and comprehensive.
Businesses should then conduct a comprehensive audit of their Shopify and Epicor systems. This includes evaluating current processes and systems to identify opportunities for improvement. This enables organizations to better understand their current technology stack and identify potential bottlenecks or redundancies.
Once businesses identify which processes need to be unified, they should plan to integrate their Shopify and Epicor systems. This includes considering the hardware and software requirements for both systems and determining how to connect them. Additionally, businesses should consider any existing workflows and apps they use with Shopify and Epicor that may need to integrate with the unified system.
Once a unified system is in place, companies should ensure that appropriate training materials and user support are provided. This allows all users to use both systems quickly and efficiently. In addition, organizations should update their security protocols to ensure the security of the unified system.
Organizations should regularly evaluate the performance of the unified system to ensure they are getting the best results. This means that they should pay attention to possible glitches or problems, as well as opportunities for further optimization.
By following these steps, businesses can successfully unify and take full advantage of their Shopify and Epicor systems. This allows them to save time and increase productivity.