Epicor to NetSuite Migration for a Manufacturer
A manufacturing business moved from Epicor to NetSuite with finance, inventory and reporting history preserved. Five surrounding ERP touchpoints were rebuilt, manual management packs were retired, and the cutover was validated against live operational data before launch.
Manufacturer: complex inventory, production scheduling and finance reporting across one national operation
A mid-sized manufacturer supplying fabricated components into construction and industrial projects around Australia. Production, purchasing, inventory and finance were all anchored in Epicor, with the leadership team relying on a heavy month-end reporting cycle to understand plant performance.
Epicor had been customised and integrated over many years. The system still held the operational truth, but reporting had become slow, upgrades were difficult to justify, and too much of the day to day management view existed outside the ERP in spreadsheets and ad hoc extracts.
The business selected NetSuite as the next platform because it wanted a more modern cloud operating model, cleaner integration options, and reporting that did not depend on someone rebuilding the same pack every month.
What needed to change
The hardest part was not moving the data. It was preserving the operational picture. Production, purchasing and inventory all fed into management reporting, and those reports were used to make daily decisions. If the new platform landed without that visibility, the cutover would have felt like a step backwards.
Five different touchpoints were tied into Epicor, including order intake, shipping, external reporting, customer updates and warehouse activity. The migration needed to rebuild those reliably instead of leaving the business with a manual workaround while the new ERP settled down.
The cutover also had to be verified against live operational numbers. Finance reconciliation alone was not enough. Inventory positions, open orders, purchasing commitments and production status all needed to line up before the business could switch with confidence.
What we built
We migrated the core Epicor finance, inventory and transaction history into NetSuite, rebuilt the five related ERP touchpoints on a cleaner integration model, and introduced live operational dashboards so the business could manage in real time instead of relying on manual packs.
Epicor Data Migration
Historic finance, inventory, customer, supplier and open operational records were extracted from Epicor, staged for cleansing, and mapped into the NetSuite structure. Validation focused on operational continuity as much as finance accuracy.
Integration Rebuild
Five surrounding workflows were rebuilt around NetSuite APIs and event-based integration services so order intake, dispatch updates, warehouse activity and reporting feeds could run without depending on old Epicor assumptions.
Operational Dashboard Layer
The manual management pack was replaced with live dashboard views covering sales, production throughput, inventory exposure, backlog and purchasing pressure. Leaders could see the same numbers without waiting for monthly collation.
Cutover Validation Model
A structured validation routine compared Epicor and NetSuite across finance, inventory, open orders and purchasing positions before final sign-off. That reduced the risk of a technically successful migration that still failed operationally.
How it works
ERP and reporting audit
We catalogued the Epicor data domains, active integrations, reporting pack logic and the operational measures leadership relied on during monthly review cycles.
Migration mapping
Finance, inventory and open operational records were mapped into NetSuite. Multiple test loads were used to reconcile stock and order status before production cutover planning began.
Integration rebuild
Each external touchpoint was rebuilt outside the ERP core so the business could test order and warehouse flows incrementally rather than all at once.
Dashboard rollout
Live operational reporting replaced the older management pack. Department leads validated the new dashboards against their existing reporting before go-live.
Final rehearsal and cutover
The final migration was rehearsed, validated, then executed during a controlled cutover window with post-launch support for finance and plant operations.
Measurable outcomes
What mattered to us was not just moving off Epicor. It was keeping the plant, warehouse and finance teams looking at the same picture. The migration gave us that, and it got rid of a lot of reporting pain at the same time.
How we delivered it
Discovery & dependency mapping
4 weeksEpicor modules, integration touchpoints and reporting dependencies documented in one migration view.
Data migration build
8 weeksHistoric and open operational records extracted, cleansed and loaded into NetSuite test environments for repeated validation.
Integration & reporting rebuild
9 weeksFive related workflows rebuilt and live dashboards introduced so the business could test the future operating model before cutover.
Rehearsal & go-live
5 weeksFinal cutover rehearsal, production migration, reconciliation checks and early-life support completed in a controlled launch window.
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