HOW TO CREATE INTERNAL EPICOR CHAMPIONS THAT DRIVE TEAMWIDE SUCCESS

How to Create Internal Epicor Champions That Drive Teamwide Success

How to Create Internal Epicor Champions That Drive Teamwide Success

Blog Article

A successful Epicor® ERP implementation doesn’t stop at go-live. In fact, the real success happens after—when your team uses the system consistently, confidently, and independently.

But what powers that success from within?
Not just IT. Not just consultants.
You need internal Epicor champions—team members who lead, support, and advocate for ERP adoption across your organization.

In this guide, we’ll break down how to identify, empower, and support internal Epicor champions, and why they are critical to achieving long-term ERP value.

???? Why Internal Champions Matter in Epicor® Success

ERP systems like Epicor® are powerful—but also complex. Without internal champions:

  • Users revert to old processes (emails, spreadsheets)

  • Support teams get overwhelmed with basic questions

  • Adoption slows or stalls entirely

  • Training becomes inconsistent

  • ROI from the system plummets

Internal champions bridge the gap between the software and its everyday users. They help others apply what they’ve learned, troubleshoot in real time, and create momentum for process improvement.

???? What is an Epicor® Champion?

An Epicor champion is a non-IT team member who:

  • Understands how Epicor® works for their department

  • Acts as a first line of support for coworkers

  • Advocates for smarter use of the ERP system

  • Works with leadership and IT to optimize workflows

  • Provides informal (or formal) training and documentation

  • Gives feedback during upgrades or system changes

Champions help normalize ERP usage—not as a burden, but as a tool that drives performance.

???? Characteristics of a Great Epicor® Champion

The best Epicor champions are:

  • Curious – They love to explore the system and find better ways to do things

  • Approachable – Coworkers feel comfortable asking them for help

  • Patient – Willing to coach others, not just “do it for them”

  • Process-oriented – They understand how data flows between departments

  • Trusted – Viewed as knowledgeable, dependable, and positive

  • Collaborative – They work well with IT, supervisors, and external consultants

You don’t need a tech expert. You need someone people listen to, who is eager to learn and help.

???? Step-by-Step: How to Create Internal Epicor Champions

✅ Step 1: Identify Natural Leaders During Implementation

During your Epicor® rollout, pay attention to:

  • Who asks thoughtful questions in training?

  • Who takes the lead on testing or configuration?

  • Who helps others troubleshoot?

  • Who volunteers to document or refine processes?

These are your champion candidates. They’re already engaged—now give them structure.

✅ Step 2: Define the Champion Role Clearly

Make it official:

  • Draft a one-pager that outlines their purpose

  • Set expectations (e.g., help desk backup, process trainer, data validator)

  • Reinforce that this is a career-growth opportunity, not extra admin work

This encourages buy-in and demonstrates leadership support.

✅ Step 3: Provide Extra Training for Champions

Champions need deeper knowledge than the average user.

Offer them:

  • Advanced Epicor® modules and sandbox access

  • Deep dives into dashboards, BAQs, and BPMs

  • Training on reporting, role security, and configuration basics

  • Access to knowledge bases and documentation tools

Consider setting up monthly champion sessions to share tips and learn about updates.

✅ Step 4: Create a Feedback Loop

Champions should:

  • Report back on what users are struggling with

  • Identify areas where processes don’t match the system

  • Suggest workflow improvements or training needs

  • Communicate upgrade impacts to their teams

This loop turns champions into valuable contributors—not just helpers.

✅ Step 5: Recognize and Reward Their Efforts

Championing Epicor® is not always in the job description. Acknowledge it.

Ideas:

  • Include in performance reviews

  • Give spotlight shout-outs in team meetings

  • Create a “champion of the quarter” award

  • Let them present improvements to leadership

Even small recognition goes a long way in keeping momentum alive.

???? Tools to Support Your Epicor® Champions

Tool Type Tool Purpose
Collaboration Teams, Slack Peer support and documentation sharing
Documentation Confluence, Notion SOPs, workflows, FAQs
Screen Capture Loom, Snagit Video tutorials for repeatable tasks
Survey/Feedback Typeform, MS Forms Collect user issues and training needs
In-App Training WalkMe, Whatfix Embedded guidance and tips inside Epicor®

???? Champion Use Cases Across Departments

???? Finance Champion:

  • Helps users correct posting errors

  • Validates journal entries and GL codes

  • Trains new hires on monthly close workflows

???? Production Champion:

  • Explains how to complete job tracking

  • Monitors labor reporting and work order errors

  • Works with supervisors to refine scheduling logic

???? Inventory Champion:

  • Guides teams on cycle counts and adjustments

  • Flags part discrepancies and missing data

  • Documents bin transfers and scanning issues

???? Purchasing Champion:

  • Coaches users on vendor setup and PO best practices

  • Reviews AP matching and common invoice errors

  • Ensures contract terms are followed in Epicor®

???? Business Benefits of Internal ERP Champions

Benefit Impact
Faster issue resolution Fewer tickets sent to IT or consultants
Higher user confidence Increased Epicor® adoption
Better data quality Fewer input errors or missing fields
Lower training costs Champions can train new team members
Continuous improvement System evolves with real-world feedback

???? Tips for Sustaining Your Champion Program

  • Keep communication flowing between IT and champions

  • Provide early access to training before system changes

  • Host quarterly feedback workshops

  • Rotate champions if team members move roles

  • Keep resources updated and easy to access

Remember: A stagnant champion program fades. A supported one grows.

???? Tags for SEO and Internal Linking

  • Epicor Internal Champions

  • ERP Change Management

  • Epicor User Enablement

  • ERP Training Support

  • Epicforce Tech ERP Strategy

???? Conclusion: Let Your Champions Be the Difference-Makers

Epicor® success isn’t just technical—it’s cultural. And culture is shaped by people who lead by example, solve problems, and support their peers. That’s what internal champions do.

They take ERP from "the system we have to use" to "the system that helps us work smarter."

At Epicforce Tech, we don’t just help you set up Epicor®—we help you build the internal support structure that keeps it working long after go-live. By guiding your team in creating and empowering Epicor® champions, we ensure your system delivers consistent, long-term value.

???? Ready to turn power users into company-wide catalysts?
Connect with Epicforce Tech today and start building your champion network.

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