Customer Report

You are awesome. I never even noticed that ability to select there.

Thank you

Jeff



From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of
Jim Frice
Sent: Tuesday, November 25, 2008 10:58 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Customer Report



In your Phrase builder when looking at the Table relations instead of
each try first. It should work.

Jim

________________________________

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On
Behalf
Of Robert Brown
Sent: Tuesday, November 25, 2008 9:24 AM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Subject: Re: [Vantage] Customer Report

I suppose if try to to set the OrderHead table to summarized (after
already having set up a entrydate criteria against it), the editor
squawks at you that this is disallowed (even though Progress supports
this)?

Depending upon your version, the lame home-made-by-a-twelve-year-old BAQ
editor may be able to be tricked.

If not, you're screwed. Do it in Crystal or odbc/SQL.

Rob

--- On Tue, 11/25/08, Jeff Stockard <jeff.stockard@...
<mailto:jeff.stockard%40rikerprod.com>
<mailto:jeff.stockard%40rikerprod.com> > wrote:

From: Jeff Stockard <jeff.stockard@...
<mailto:jeff.stockard%40rikerprod.com>
<mailto:jeff.stockard%40rikerprod.com> >
Subject: [Vantage] Customer Report
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
Date: Tuesday, November 25, 2008, 9:37 AM

I have made a BAQ using the Customer table and the OrderHead table. My
Sales manager wants to print labels, but he only wants to see them for
Customers that have made purchases since we have gone Live on Vantage.
When
I put in the criteria for my BAQ OrderDate > 01/01/2007, I only get
valid
Customers. The problem is that I get a line returned for every Sales
order
created since 01/01/2007 and the labels print 913 pages of mostly
repeated
Customers.

Does anyone know of a field that only gets populated after a Sales order
has
been created, but will only return one line? In Customer tracker, there
is
a field under the Financial tab that show YTD Invoice payments, but we
moved
into a new Fiscal year 25 days ago and this field will miss a lot of
Customers. Any ideas will be appreciated, thank you

Jeff

[Non-text portions of this message have been removed]

[Non-text portions of this message have been removed]





[Non-text portions of this message have been removed]
Looking at posts on here and the small amount of information that
Epicor have released it appears that they intend to beef up the
business intelligence tools that they provide/support ? with Epicor 9.
Some examples are Microsoft Performance Point 2007 and Epicor Cube
Connect, but at this point we've no idea if these will be supplied with
Epicor 9 or we'll have to pay extra for them ? (until I hear otherwise
I'll presume that you have to pay for them along with more annual
maintenance).

I'd be interested to know what people think of this, but it's probably
under an NDA until Epicor 9's out.

Also where does this leave CorVu ?. I know that version 5.2 of this
either out now or about to come out, but no information has come out
about this and how it fits in with Epicor 9's suite of BI tools (VBI is
mentioned very briefly in one PDF, with no new info on it).

We all know that Epicor has strong ties with Microsoft, so presumably
this means that in the future they'll be using them for their BI and
dropping CorVu or at least not promote it ?.
Who knows what is going to happen now that Epicor's Thomas Kelly has announced personnel cutbacks and expense cutbacks. Only time will tell.

________________________________
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of clive.1972
Sent: Wednesday, November 19, 2008 2:39 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Epicor 9 and Business Intelligence


Looking at posts on here and the small amount of information that
Epicor have released it appears that they intend to beef up the
business intelligence tools that they provide/support ? with Epicor 9.
Some examples are Microsoft Performance Point 2007 and Epicor Cube
Connect, but at this point we've no idea if these will be supplied with
Epicor 9 or we'll have to pay extra for them ? (until I hear otherwise
I'll presume that you have to pay for them along with more annual
maintenance).

I'd be interested to know what people think of this, but it's probably
under an NDA until Epicor 9's out.

Also where does this leave CorVu ?. I know that version 5.2 of this
either out now or about to come out, but no information has come out
about this and how it fits in with Epicor 9's suite of BI tools (VBI is
mentioned very briefly in one PDF, with no new info on it).

We all know that Epicor has strong ties with Microsoft, so presumably
this means that in the future they'll be using them for their BI and
dropping CorVu or at least not promote it ?.





[Non-text portions of this message have been removed]
I don't know what the future holds for Epicor and corvu but it is
probably worth noting the following;

1) Epicor and Corvu signed an co-operative agreement in the last 8
months to allow epicor to sell other corvu products rather than just
corbusiness, so presumably the epicor 9 roadmap was agreed prior to
that.
2) Corvu have other products which would sit outside performance
point such as their strategy product etc. Also, minor products such
as corportfolio which are useful.
3) There are a number of existing corvu users.




--- In vantage@yahoogroups.com, "clive.1972" <clive.1972@...> wrote:
>
> Looking at posts on here and the small amount of information that
> Epicor have released it appears that they intend to beef up the
> business intelligence tools that they provide/support ? with Epicor
9.
> Some examples are Microsoft Performance Point 2007 and Epicor Cube
> Connect, but at this point we've no idea if these will be supplied
with
> Epicor 9 or we'll have to pay extra for them ? (until I hear
otherwise
> I'll presume that you have to pay for them along with more annual
> maintenance).
>
> I'd be interested to know what people think of this, but it's
probably
> under an NDA until Epicor 9's out.
>
> Also where does this leave CorVu ?. I know that version 5.2 of this
> either out now or about to come out, but no information has come
out
> about this and how it fits in with Epicor 9's suite of BI tools
(VBI is
> mentioned very briefly in one PDF, with no new info on it).
>
> We all know that Epicor has strong ties with Microsoft, so
presumably
> this means that in the future they'll be using them for their BI
and
> dropping CorVu or at least not promote it ?.
>
Ouch...

http://ir.epicor.com/phoenix.zhtml?c=86140&p=irol-
newsArticle&ID=1226109&highlight=

... hopefully they won't try to cutback on support staff !.

--- In vantage@yahoogroups.com, Robert Kula <bkula@...> wrote:
>
> Who knows what is going to happen now that Epicor's Thomas Kelly has
announced personnel cutbacks and expense cutbacks. Only time will tell.
>
The Board's rejection of the recent buyout offer was disappointing.

While the major shareholder that made the offer is an internationally know buy-and-bleed-them-dry company (legal lone sharks that do international business 'bust outs' that would make organized crime proud), at least that company has cash to burn that would help Epicor ride out the recession.

ERP vendors - even of Epicor's market magnitude (although they ARE cash poor) - drop like flies during recessions as potential customer companies delay major investments in proven low-pay-back initiatives like ERP implementations (statistically/historically proven low-pay-back in reality - not in claimed paybacks the vendors hawk).

(It would be interesting to see a cash rich company like Infor swoop in and make an offer as M&A in the ERP market is the norm during recessions.)

Any cutbacks Epicor is doing now is probably just sound business preparation to ride out the recession as their sales WILL drop during this period. Hopefully, they are retaining personnel necessary to focus upon business RETENTION (keeping us already paying customers happy).

It may prove a blessing in disguise (for the current user base) unless they are total management & business strategy morons.

A delayed release of v9 during a recession (when sales expectations MUST be lowered) may mean a better product when it is finally released. It also SHOULD mean (to retain existing customers) more attention paid to v8 installs to perhaps actually get them as right as the underlying paradigms they chose for v8 (many of which are quite flawed) will allow.

(To the silent cadre of Epicor employees out there I've been told is as much as 40% of this group's membership: ARE YOU LISTENING?)

Rob



--- On Wed, 11/19/08, Robert Kula <bkula@...> wrote:
From: Robert Kula <bkula@...>
Subject: RE: [Vantage] Epicor 9 and Business Intelligence
To: "vantage@yahoogroups.com" <vantage@yahoogroups.com>
Date: Wednesday, November 19, 2008, 6:36 AM











Who knows what is going to happen now that Epicor's Thomas Kelly has announced personnel cutbacks and expense cutbacks. Only time will tell.



____________ _________ _________ __

From: vantage@yahoogroups .com [mailto:vantage@yahoogroups .com] On Behalf Of clive.1972

Sent: Wednesday, November 19, 2008 2:39 AM

To: vantage@yahoogroups .com

Subject: [Vantage] Epicor 9 and Business Intelligence



Looking at posts on here and the small amount of information that

Epicor have released it appears that they intend to beef up the

business intelligence tools that they provide/support ? with Epicor 9.

Some examples are Microsoft Performance Point 2007 and Epicor Cube

Connect, but at this point we've no idea if these will be supplied with

Epicor 9 or we'll have to pay extra for them ? (until I hear otherwise

I'll presume that you have to pay for them along with more annual

maintenance) .



I'd be interested to know what people think of this, but it's probably

under an NDA until Epicor 9's out.



Also where does this leave CorVu ?. I know that version 5.2 of this

either out now or about to come out, but no information has come out

about this and how it fits in with Epicor 9's suite of BI tools (VBI is

mentioned very briefly in one PDF, with no new info on it).



We all know that Epicor has strong ties with Microsoft, so presumably

this means that in the future they'll be using them for their BI and

dropping CorVu or at least not promote it ?.



[Non-text portions of this message have been removed]
Rob I agree with most of what you've said. I don't know that much about the investment company that made the buyout offer but it sounds typical.

Not to be a wet blanket but I am afraid retention of customers may not be that big a threat to Epicor. Although slow times are great times to implement new systems (key people are not too busy to participate) it also means switching to a new system would be hugely costly at a time when budgets and cash flow are tight. There is an implicit barrier to switching so Epicor may not have to place that much attention on retention...except for the Support cash cow. For the same reason that employers can freeze or cut salaries in a bad economy....it may be very hard, or risky, to find a job as secure somewhere else so people hunker down and take their lumps.

If system sales slow down then (IMHO) it would be in Epicor's interest to get as many lagging pre-8.x customers upgraded in order to not be as stretched in the support area. As noted above for those customers on maintenance plans (ie. it's already paid for) a slow time would be a great time to upgrade. People have more time to do it right. Also, upgraders are more committed to the product (for awhile anyway) and less likely to drop support. A little investment in migration tools for laggards not willing (or able) to pay for consultants could pay off big in reduced support side costs for older versions while retaining maintenance agreement revenue streams.

On the subject of cost cutting....I think everyone is being proactive about this. Not deep draconian cuts (yet) but just being wiser about spending after a fairly loose period. Driving out complacency. Raising the ROI bar and shortening the payback period requirements. The things we should always do. We're cutting costs too but still investing where it makes sense. We will probably still buy the AMM module this year if we can prove it will do the things that provide the payback.

And, yes, many people at Epicor monitor this and every other known public reference to Epicor paying keen attention to sentiment & comments and providing spin control as needed. Personal experience tells me the silence is public only.

-Todd C.





________________________________
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Robert Brown
Sent: Wednesday, November 19, 2008 10:20 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Epicor 9 and Business Intelligence


The Board's rejection of the recent buyout offer was disappointing.

While the major shareholder that made the offer is an internationally know buy-and-bleed-them-dry company (legal lone sharks that do international business 'bust outs' that would make organized crime proud), at least that company has cash to burn that would help Epicor ride out the recession.

ERP vendors - even of Epicor's market magnitude (although they ARE cash poor) - drop like flies during recessions as potential customer companies delay major investments in proven low-pay-back initiatives like ERP implementations (statistically/historically proven low-pay-back in reality - not in claimed paybacks the vendors hawk).

(It would be interesting to see a cash rich company like Infor swoop in and make an offer as M&A in the ERP market is the norm during recessions.)

Any cutbacks Epicor is doing now is probably just sound business preparation to ride out the recession as their sales WILL drop during this period. Hopefully, they are retaining personnel necessary to focus upon business RETENTION (keeping us already paying customers happy).

It may prove a blessing in disguise (for the current user base) unless they are total management & business strategy morons.

A delayed release of v9 during a recession (when sales expectations MUST be lowered) may mean a better product when it is finally released. It also SHOULD mean (to retain existing customers) more attention paid to v8 installs to perhaps actually get them as right as the underlying paradigms they chose for v8 (many of which are quite flawed) will allow.

(To the silent cadre of Epicor employees out there I've been told is as much as 40% of this group's membership: ARE YOU LISTENING?)

Rob

--- On Wed, 11/19/08, Robert Kula <bkula@...<mailto:bkula%40dudek-bock.com>> wrote:
From: Robert Kula <bkula@...<mailto:bkula%40dudek-bock.com>>
Subject: RE: [Vantage] Epicor 9 and Business Intelligence
To: "vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>" <vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>>
Date: Wednesday, November 19, 2008, 6:36 AM

Who knows what is going to happen now that Epicor's Thomas Kelly has announced personnel cutbacks and expense cutbacks. Only time will tell.

____________ _________ _________ __

From: vantage@yahoogroups .com [mailto:vantage@yahoogroups .com] On Behalf Of clive.1972

Sent: Wednesday, November 19, 2008 2:39 AM

To: vantage@yahoogroups .com

Subject: [Vantage] Epicor 9 and Business Intelligence

Looking at posts on here and the small amount of information that

Epicor have released it appears that they intend to beef up the

business intelligence tools that they provide/support ? with Epicor 9.

Some examples are Microsoft Performance Point 2007 and Epicor Cube

Connect, but at this point we've no idea if these will be supplied with

Epicor 9 or we'll have to pay extra for them ? (until I hear otherwise

I'll presume that you have to pay for them along with more annual

maintenance) .

I'd be interested to know what people think of this, but it's probably

under an NDA until Epicor 9's out.

Also where does this leave CorVu ?. I know that version 5.2 of this

either out now or about to come out, but no information has come out

about this and how it fits in with Epicor 9's suite of BI tools (VBI is

mentioned very briefly in one PDF, with no new info on it).

We all know that Epicor has strong ties with Microsoft, so presumably

this means that in the future they'll be using them for their BI and

dropping CorVu or at least not promote it ?.

[Non-text portions of this message have been removed]















[Non-text portions of this message have been removed]
I'm curious as to the general opinion of that software. I had a hell of
a time installing it (typos in the documentation) and afterwards I
wasn't too impressed, although to be fair I didn't do much with it.

I'd much rather use Crystal Reports and write a report myself, but
again to be fair I'm familiar with that and people tend to stick with
the familiar.
The software is solid and the CorVu support and training people are pretty familiar with Vantage. The learning curve is a bit steep (for me anyway) and taking a class from CorVu would be recommended. We never made good use of it and back-burnerd the whole thing for lack of time to deal with it due to a security issue with the nightly regeneration of the SQL Server based dynamart files. It never ran correctly and sat stalled the next morning waiting on some permission or other. Note...part of this was self inflicted by our server situation at the time. The nicest feature of the reporting was the effortless drill down on data or graphs ocne the reporting was setup. There are lot sof BI products but this seemed well suited to Vantage. Besides there are are whole bunch of canned reports from Epicor that are pretty good and also make good starting places for custom reports.

-Todd

________________________________
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Paul
Sent: Thursday, November 20, 2008 1:04 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Speaking of CorVuRe: Epicor 9 and Business Intelligence


I'm curious as to the general opinion of that software. I had a hell of
a time installing it (typos in the documentation) and afterwards I
wasn't too impressed, although to be fair I didn't do much with it.

I'd much rather use Crystal Reports and write a report myself, but
again to be fair I'm familiar with that and people tend to stick with
the familiar.





[Non-text portions of this message have been removed]
With 9 out of 10 new businesses statistically failing within 5 years, a recession of the magnitude we are in (a once/twice a decade event) means (unfortunately) some of us on this UG may not be around by the time business conditions recover.

Before a business fails, it of course won't go shopping for a new ERP system - but it might reinstall the old one (ours could be un-mothballed in days - and we'd probably be better off for it if we were honest about it).

OR the on-the-edge-of-failure company will HAVE TO forego the maintenance fees. (What the heck are we really getting for the maintenance contract anyway except nonsensical "program works as designed" answers until a groundswell of installations report the same thing?)

In this economy, Epicor BETTER be anticipating that will happen to a greater degree than in the past.

(Goodbye cash cow.)

We'd all be better off if they DID plan for the worst (and refocus) and hope/work for the best. I WANT them to succeed so our investment will not have been for nothing.

I'm not seeing any evidence of that though.

I'd prefer that change (quickly) so they DON'T become yet another MRP/ERP history lesson.

Rob

--- On Thu, 11/20/08, Todd Caughey <caugheyt@...> wrote:

From: Todd Caughey <caugheyt@...>
Subject: [Vantage] Epicor Costs (was Epicor 9 and Business Intelligence)
To: "vantage@yahoogroups.com" <vantage@yahoogroups.com>
Date: Thursday, November 20, 2008, 10:17 AM






Rob I agree with most of what you've said. I don't know that much about the investment company that made the buyout offer but it sounds typical.

Not to be a wet blanket but I am afraid retention of customers may not be that big a threat to Epicor. Although slow times are great times to implement new systems (key people are not too busy to participate) it also means switching to a new system would be hugely costly at a time when budgets and cash flow are tight. There is an implicit barrier to switching so Epicor may not have to place that much attention on retention... except for the Support cash cow. For the same reason that employers can freeze or cut salaries in a bad economy....it may be very hard, or risky, to find a job as secure somewhere else so people hunker down and take their lumps.

If system sales slow down then (IMHO) it would be in Epicor's interest to get as many lagging pre-8.x customers upgraded in order to not be as stretched in the support area. As noted above for those customers on maintenance plans (ie. it's already paid for) a slow time would be a great time to upgrade. People have more time to do it right. Also, upgraders are more committed to the product (for awhile anyway) and less likely to drop support. A little investment in migration tools for laggards not willing (or able) to pay for consultants could pay off big in reduced support side costs for older versions while retaining maintenance agreement revenue streams.

On the subject of cost cutting....I think everyone is being proactive about this. Not deep draconian cuts (yet) but just being wiser about spending after a fairly loose period. Driving out complacency. Raising the ROI bar and shortening the payback period requirements. The things we should always do. We're cutting costs too but still investing where it makes sense. We will probably still buy the AMM module this year if we can prove it will do the things that provide the payback.

And, yes, many people at Epicor monitor this and every other known public reference to Epicor paying keen attention to sentiment & comments and providing spin control as needed. Personal experience tells me the silence is public only.

-Todd C.

____________ _________ _________ __
From: vantage@yahoogroups .com [mailto:vantage@yahoogroups .com] On Behalf Of Robert Brown
Sent: Wednesday, November 19, 2008 10:20 PM
To: vantage@yahoogroups .com
Subject: RE: [Vantage] Epicor 9 and Business Intelligence

The Board's rejection of the recent buyout offer was disappointing.

While the major shareholder that made the offer is an internationally know buy-and-bleed- them-dry company (legal lone sharks that do international business 'bust outs' that would make organized crime proud), at least that company has cash to burn that would help Epicor ride out the recession.

ERP vendors - even of Epicor's market magnitude (although they ARE cash poor) - drop like flies during recessions as potential customer companies delay major investments in proven low-pay-back initiatives like ERP implementations (statistically/ historically proven low-pay-back in reality - not in claimed paybacks the vendors hawk).

(It would be interesting to see a cash rich company like Infor swoop in and make an offer as M&A in the ERP market is the norm during recessions.)

Any cutbacks Epicor is doing now is probably just sound business preparation to ride out the recession as their sales WILL drop during this period. Hopefully, they are retaining personnel necessary to focus upon business RETENTION (keeping us already paying customers happy).

It may prove a blessing in disguise (for the current user base) unless they are total management & business strategy morons.

A delayed release of v9 during a recession (when sales expectations MUST be lowered) may mean a better product when it is finally released. It also SHOULD mean (to retain existing customers) more attention paid to v8 installs to perhaps actually get them as right as the underlying paradigms they chose for v8 (many of which are quite flawed) will allow.

(To the silent cadre of Epicor employees out there I've been told is as much as 40% of this group's membership: ARE YOU LISTENING?)

Rob

--- On Wed, 11/19/08, Robert Kula <bkula@dudek- bock.com<mailto:bkula% 40dudek-bock. com>> wrote:
From: Robert Kula <bkula@dudek- bock.com<mailto:bkula% 40dudek-bock. com>>
Subject: RE: [Vantage] Epicor 9 and Business Intelligence
To: "vantage@yahoogroups .com<mailto:vantage% 40yahoogroups. com>" <vantage@yahoogroups .com<mailto:vantage% 40yahoogroups. com>>
Date: Wednesday, November 19, 2008, 6:36 AM

Who knows what is going to happen now that Epicor's Thomas Kelly has announced personnel cutbacks and expense cutbacks. Only time will tell.

____________ _________ _________ __

From: vantage@yahoogroups .com [mailto:vantage@ yahoogroups .com] On Behalf Of clive.1972

Sent: Wednesday, November 19, 2008 2:39 AM

To: vantage@yahoogroups .com

Subject: [Vantage] Epicor 9 and Business Intelligence

Looking at posts on here and the small amount of information that

Epicor have released it appears that they intend to beef up the

business intelligence tools that they provide/support ? with Epicor 9.

Some examples are Microsoft Performance Point 2007 and Epicor Cube

Connect, but at this point we've no idea if these will be supplied with

Epicor 9 or we'll have to pay extra for them ? (until I hear otherwise

I'll presume that you have to pay for them along with more annual

maintenance) .

I'd be interested to know what people think of this, but it's probably

under an NDA until Epicor 9's out.

Also where does this leave CorVu ?. I know that version 5.2 of this

either out now or about to come out, but no information has come out

about this and how it fits in with Epicor 9's suite of BI tools (VBI is

mentioned very briefly in one PDF, with no new info on it).

We all know that Epicor has strong ties with Microsoft, so presumably

this means that in the future they'll be using them for their BI and

dropping CorVu or at least not promote it ?.

[Non-text portions of this message have been removed]

[Non-text portions of this message have been removed]
Duh: Once/twice a CENTURY event (not decade!!!!)
Â
Rob

--- On Thu, 11/20/08, Robert Brown <robertb_versa@...> wrote:

From: Robert Brown <robertb_versa@...>
Subject: Re: [Vantage] Epicor Costs (was Epicor 9 and Business Intelligence)
To: vantage@yahoogroups.com
Date: Thursday, November 20, 2008, 3:47 PM






With 9 out of 10 new businesses statistically failing within 5 years, a recession of the magnitude we are in (a once/twice a decade event) means (unfortunately) some of us on this UG may not be around by the time business conditions recover.

Before a business fails, it of course won't go shopping for a new ERP system - but it might reinstall the old one (ours could be un-mothballed in days - and we'd probably be better off for it if we were honest about it).

OR the on-the-edge- of-failure company will HAVE TO forego the maintenance fees. (What the heck are we really getting for the maintenance contract anyway except nonsensical "program works as designed" answers until a groundswell of installations report the same thing?)

In this economy, Epicor BETTER be anticipating that will happen to a greater degree than in the past.

(Goodbye cash cow.)

We'd all be better off if they DID plan for the worst (and refocus) and hope/work for the best. I WANT them to succeed so our investment will not have been for nothing.

I'm not seeing any evidence of that though.

I'd prefer that change (quickly) so they DON'T become yet another MRP/ERP history lesson.

Rob

--- On Thu, 11/20/08, Todd Caughey <caugheyt@harveyvoge l.com> wrote:

From: Todd Caughey <caugheyt@harveyvoge l.com>
Subject: [Vantage] Epicor Costs (was Epicor 9 and Business Intelligence)
To: "vantage@yahoogroups .com" <vantage@yahoogroups .com>
Date: Thursday, November 20, 2008, 10:17 AM

Rob I agree with most of what you've said. I don't know that much about the investment company that made the buyout offer but it sounds typical.

Not to be a wet blanket but I am afraid retention of customers may not be that big a threat to Epicor. Although slow times are great times to implement new systems (key people are not too busy to participate) it also means switching to a new system would be hugely costly at a time when budgets and cash flow are tight. There is an implicit barrier to switching so Epicor may not have to place that much attention on retention... except for the Support cash cow. For the same reason that employers can freeze or cut salaries in a bad economy....it may be very hard, or risky, to find a job as secure somewhere else so people hunker down and take their lumps.

If system sales slow down then (IMHO) it would be in Epicor's interest to get as many lagging pre-8.x customers upgraded in order to not be as stretched in the support area. As noted above for those customers on maintenance plans (ie. it's already paid for) a slow time would be a great time to upgrade. People have more time to do it right. Also, upgraders are more committed to the product (for awhile anyway) and less likely to drop support. A little investment in migration tools for laggards not willing (or able) to pay for consultants could pay off big in reduced support side costs for older versions while retaining maintenance agreement revenue streams.

On the subject of cost cutting....I think everyone is being proactive about this. Not deep draconian cuts (yet) but just being wiser about spending after a fairly loose period. Driving out complacency. Raising the ROI bar and shortening the payback period requirements. The things we should always do. We're cutting costs too but still investing where it makes sense. We will probably still buy the AMM module this year if we can prove it will do the things that provide the payback.

And, yes, many people at Epicor monitor this and every other known public reference to Epicor paying keen attention to sentiment & comments and providing spin control as needed. Personal experience tells me the silence is public only.

-Todd C.

____________ _________ _________ __
From: vantage@yahoogroups .com [mailto:vantage@ yahoogroups .com] On Behalf Of Robert Brown
Sent: Wednesday, November 19, 2008 10:20 PM
To: vantage@yahoogroups .com
Subject: RE: [Vantage] Epicor 9 and Business Intelligence

The Board's rejection of the recent buyout offer was disappointing.

While the major shareholder that made the offer is an internationally know buy-and-bleed- them-dry company (legal lone sharks that do international business 'bust outs' that would make organized crime proud), at least that company has cash to burn that would help Epicor ride out the recession.

ERP vendors - even of Epicor's market magnitude (although they ARE cash poor) - drop like flies during recessions as potential customer companies delay major investments in proven low-pay-back initiatives like ERP implementations (statistically/ historically proven low-pay-back in reality - not in claimed paybacks the vendors hawk).

(It would be interesting to see a cash rich company like Infor swoop in and make an offer as M&A in the ERP market is the norm during recessions.)

Any cutbacks Epicor is doing now is probably just sound business preparation to ride out the recession as their sales WILL drop during this period. Hopefully, they are retaining personnel necessary to focus upon business RETENTION (keeping us already paying customers happy).

It may prove a blessing in disguise (for the current user base) unless they are total management & business strategy morons.

A delayed release of v9 during a recession (when sales expectations MUST be lowered) may mean a better product when it is finally released. It also SHOULD mean (to retain existing customers) more attention paid to v8 installs to perhaps actually get them as right as the underlying paradigms they chose for v8 (many of which are quite flawed) will allow.

(To the silent cadre of Epicor employees out there I've been told is as much as 40% of this group's membership: ARE YOU LISTENING?)

Rob

--- On Wed, 11/19/08, Robert Kula <bkula@dudek- bock.com<mailto: bkula% 40dudek-bock. com>> wrote:
From: Robert Kula <bkula@dudek- bock.com<mailto: bkula% 40dudek-bock. com>>
Subject: RE: [Vantage] Epicor 9 and Business Intelligence
To: "vantage@yahoogroup s .com<mailto: vantage% 40yahoogroups. com>" <vantage@yahoogroup s .com<mailto: vantage% 40yahoogroups. com>>
Date: Wednesday, November 19, 2008, 6:36 AM

Who knows what is going to happen now that Epicor's Thomas Kelly has announced personnel cutbacks and expense cutbacks. Only time will tell.

____________ _________ _________ __

From: vantage@yahoogroups .com [mailto:vantage@ yahoogroups .com] On Behalf Of clive.1972

Sent: Wednesday, November 19, 2008 2:39 AM

To: vantage@yahoogroups .com

Subject: [Vantage] Epicor 9 and Business Intelligence

Looking at posts on here and the small amount of information that

Epicor have released it appears that they intend to beef up the

business intelligence tools that they provide/support ? with Epicor 9.

Some examples are Microsoft Performance Point 2007 and Epicor Cube

Connect, but at this point we've no idea if these will be supplied with

Epicor 9 or we'll have to pay extra for them ? (until I hear otherwise

I'll presume that you have to pay for them along with more annual

maintenance) .

I'd be interested to know what people think of this, but it's probably

under an NDA until Epicor 9's out.

Also where does this leave CorVu ?. I know that version 5.2 of this

either out now or about to come out, but no information has come out

about this and how it fits in with Epicor 9's suite of BI tools (VBI is

mentioned very briefly in one PDF, with no new info on it).

We all know that Epicor has strong ties with Microsoft, so presumably

this means that in the future they'll be using them for their BI and

dropping CorVu or at least not promote it ?.

[Non-text portions of this message have been removed]

[Non-text portions of this message have been removed]


















[Non-text portions of this message have been removed]
Rob,

Like most on this list, I have had frustrations with Vantage - and
with every other software I have ever worked with for the past 30
years. I have also been in the middle of "vulture capital" buyouts
of software companies. Every one has been a disaster for the users
of the software. The typical model is to stop all significant new
development, fire most of the developers and much of the support
staff, then raise the price of maintenance. It is quite likely they
would seek a quick turnaround of their investment by selling off
pieces of Epicor to other software companies. The result would be
anything but positive for Vantage users.

In my opinion, the Epicor board is doing exactly the right thing. I
hope they continue to reject this offer. In spite of the problems,
which are typical of software in the early stages of its life cycle,
I do not know of any other ERP software I would rather be working
with. Do you?

Dave Thomas



--- In vantage@yahoogroups.com, Robert Brown <robertb_versa@...>
wrote:
>
> Duh: Once/twice a CENTURY event (not decade!!!!)
> Â
> Rob
>
> --- On Thu, 11/20/08, Robert Brown <robertb_versa@...> wrote:
>
> From: Robert Brown <robertb_versa@...>
> Subject: Re: [Vantage] Epicor Costs (was Epicor 9 and Business
Intelligence)
> To: vantage@yahoogroups.com
> Date: Thursday, November 20, 2008, 3:47 PM
>
>
>
>
>
>
> With 9 out of 10 new businesses statistically failing within 5
years, a recession of the magnitude we are in (a once/twice a decade
event) means (unfortunately) some of us on this UG may not be around
by the time business conditions recover.
>
> Before a business fails, it of course won't go shopping for a new
ERP system - but it might reinstall the old one (ours could be un-
mothballed in days - and we'd probably be better off for it if we
were honest about it).
>
> OR the on-the-edge- of-failure company will HAVE TO forego the
maintenance fees. (What the heck are we really getting for the
maintenance contract anyway except nonsensical "program works as
designed" answers until a groundswell of installations report the
same thing?)
>
> In this economy, Epicor BETTER be anticipating that will happen to
a greater degree than in the past.
>
> (Goodbye cash cow.)
>
> We'd all be better off if they DID plan for the worst (and
refocus) and hope/work for the best. I WANT them to succeed so our
investment will not have been for nothing.
>
> I'm not seeing any evidence of that though.
>
> I'd prefer that change (quickly) so they DON'T become yet another
MRP/ERP history lesson.
>
> Rob
>
> --- On Thu, 11/20/08, Todd Caughey <caugheyt@harveyvoge l.com>
wrote:
>
> From: Todd Caughey <caugheyt@harveyvoge l.com>
> Subject: [Vantage] Epicor Costs (was Epicor 9 and Business
Intelligence)
> To: "vantage@yahoogroups .com" <vantage@yahoogroups .com>
> Date: Thursday, November 20, 2008, 10:17 AM
>
> Rob I agree with most of what you've said. I don't know that much
about the investment company that made the buyout offer but it
sounds typical.
>
> Not to be a wet blanket but I am afraid retention of customers may
not be that big a threat to Epicor. Although slow times are great
times to implement new systems (key people are not too busy to
participate) it also means switching to a new system would be hugely
costly at a time when budgets and cash flow are tight. There is an
implicit barrier to switching so Epicor may not have to place that
much attention on retention... except for the Support cash cow. For
the same reason that employers can freeze or cut salaries in a bad
economy....it may be very hard, or risky, to find a job as secure
somewhere else so people hunker down and take their lumps.
>
> If system sales slow down then (IMHO) it would be in Epicor's
interest to get as many lagging pre-8.x customers upgraded in order
to not be as stretched in the support area. As noted above for those
customers on maintenance plans (ie. it's already paid for) a slow
time would be a great time to upgrade. People have more time to do
it right. Also, upgraders are more committed to the product (for
awhile anyway) and less likely to drop support. A little investment
in migration tools for laggards not willing (or able) to pay for
consultants could pay off big in reduced support side costs for
older versions while retaining maintenance agreement revenue streams.
>
> On the subject of cost cutting....I think everyone is being
proactive about this. Not deep draconian cuts (yet) but just being
wiser about spending after a fairly loose period. Driving out
complacency. Raising the ROI bar and shortening the payback period
requirements. The things we should always do. We're cutting costs
too but still investing where it makes sense. We will probably still
buy the AMM module this year if we can prove it will do the things
that provide the payback.
>
> And, yes, many people at Epicor monitor this and every other known
public reference to Epicor paying keen attention to sentiment &
comments and providing spin control as needed. Personal experience
tells me the silence is public only.
>
> -Todd C.
>
> ____________ _________ _________ __
> From: vantage@yahoogroups .com [mailto:vantage@ yahoogroups .com]
On Behalf Of Robert Brown
> Sent: Wednesday, November 19, 2008 10:20 PM
> To: vantage@yahoogroups .com
> Subject: RE: [Vantage] Epicor 9 and Business Intelligence
>
> The Board's rejection of the recent buyout offer was disappointing.
>
> While the major shareholder that made the offer is an
internationally know buy-and-bleed- them-dry company (legal lone
sharks that do international business 'bust outs' that would make
organized crime proud), at least that company has cash to burn that
would help Epicor ride out the recession.
>
> ERP vendors - even of Epicor's market magnitude (although they ARE
cash poor) - drop like flies during recessions as potential customer
companies delay major investments in proven low-pay-back initiatives
like ERP implementations (statistically/ historically proven low-pay-
back in reality - not in claimed paybacks the vendors hawk).
>
> (It would be interesting to see a cash rich company like Infor
swoop in and make an offer as M&A in the ERP market is the norm
during recessions.)
>
> Any cutbacks Epicor is doing now is probably just sound business
preparation to ride out the recession as their sales WILL drop
during this period. Hopefully, they are retaining personnel
necessary to focus upon business RETENTION (keeping us already
paying customers happy).
>
> It may prove a blessing in disguise (for the current user base)
unless they are total management & business strategy morons.
>
> A delayed release of v9 during a recession (when sales
expectations MUST be lowered) may mean a better product when it is
finally released. It also SHOULD mean (to retain existing customers)
more attention paid to v8 installs to perhaps actually get them as
right as the underlying paradigms they chose for v8 (many of which
are quite flawed) will allow.
>
> (To the silent cadre of Epicor employees out there I've been told
is as much as 40% of this group's membership: ARE YOU LISTENING?)
>
> Rob
>
> --- On Wed, 11/19/08, Robert Kula <bkula@dudek- bock.com<mailto:
bkula% 40dudek-bock. com>> wrote:
> From: Robert Kula <bkula@dudek- bock.com<mailto: bkula% 40dudek-
bock. com>>
> Subject: RE: [Vantage] Epicor 9 and Business Intelligence
> To: "vantage@yahoogroup s .com<mailto: vantage% 40yahoogroups.
com>" <vantage@yahoogroup s .com<mailto: vantage% 40yahoogroups.
com>>
> Date: Wednesday, November 19, 2008, 6:36 AM
>
> Who knows what is going to happen now that Epicor's Thomas Kelly
has announced personnel cutbacks and expense cutbacks. Only time
will tell.
>
> ____________ _________ _________ __
>
> From: vantage@yahoogroups .com [mailto:vantage@ yahoogroups .com]
On Behalf Of clive.1972
>
> Sent: Wednesday, November 19, 2008 2:39 AM
>
> To: vantage@yahoogroups .com
>
> Subject: [Vantage] Epicor 9 and Business Intelligence
>
> Looking at posts on here and the small amount of information that
>
> Epicor have released it appears that they intend to beef up the
>
> business intelligence tools that they provide/support ? with
Epicor 9.
>
> Some examples are Microsoft Performance Point 2007 and Epicor Cube
>
> Connect, but at this point we've no idea if these will be supplied
with
>
> Epicor 9 or we'll have to pay extra for them ? (until I hear
otherwise
>
> I'll presume that you have to pay for them along with more annual
>
> maintenance) .
>
> I'd be interested to know what people think of this, but it's
probably
>
> under an NDA until Epicor 9's out.
>
> Also where does this leave CorVu ?. I know that version 5.2 of this
>
> either out now or about to come out, but no information has come
out
>
> about this and how it fits in with Epicor 9's suite of BI tools
(VBI is
>
> mentioned very briefly in one PDF, with no new info on it).
>
> We all know that Epicor has strong ties with Microsoft, so
presumably
>
> this means that in the future they'll be using them for their BI
and
>
> dropping CorVu or at least not promote it ?.
>
> [Non-text portions of this message have been removed]
>
> [Non-text portions of this message have been removed]
>
>
>
>
>
>
>
>
>
>
>
>
>
>
>
>
>
>
> [Non-text portions of this message have been removed]
>
Dave,

That's what I have always jokingly (yet seriously) said: "Vantage/Vista is the Best of the Worst". Find me an ERP solution that is perfect (for any price) and I'll buy you dinner at Morton's in Honolulu.

You won't find one. ERP software vendors have a difficult threshold to be cognizant of and carefully manage: They have to be generic enough to pertain to a wide array of manufacturing industries yet specific enough to add immediate value. They have to be compatible with the cabinet manufacturer in the backwoods of Alabama and also work for the heart-monitor manufacturer in San Diego. They're both manufacturing-style companies, but two completely different animals. If the software worked perfectly out-of-the-box for any of our companies, the price tag would be $200 Million vs. what we pay now.

It's up to us, as system managers, admins, support staff, and developers to tweak the product to work in the best interests of our companies and find creative ways to work around system bugs. There's always going to be bugs and challenges. That's what we're paid for. So suck it up and deal with it. :-) I get as frustrated as any of us do with system bugs and patches, but it's nothing abnormal in the software industry (very unfortunately). Microsoft invented the term "hot-fix" and "patch", I think.



-----Original Message-----
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Dave Thomas
Sent: Friday, November 21, 2008 10:03 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Re: Epicor Costs (was Epicor 9 and Business Intelligence)

Rob,

Like most on this list, I have had frustrations with Vantage - and
with every other software I have ever worked with for the past 30
years. I have also been in the middle of "vulture capital" buyouts
of software companies. Every one has been a disaster for the users
of the software. The typical model is to stop all significant new
development, fire most of the developers and much of the support
staff, then raise the price of maintenance. It is quite likely they
would seek a quick turnaround of their investment by selling off
pieces of Epicor to other software companies. The result would be
anything but positive for Vantage users.

In my opinion, the Epicor board is doing exactly the right thing. I
hope they continue to reject this offer. In spite of the problems,
which are typical of software in the early stages of its life cycle,
I do not know of any other ERP software I would rather be working
with. Do you?

Dave Thomas



--- In vantage@yahoogroups.com, Robert Brown <robertb_versa@...>
wrote:
>
> Duh: Once/twice a CENTURY event (not decade!!!!)
> Â
> Rob
>
> --- On Thu, 11/20/08, Robert Brown <robertb_versa@...> wrote:
>
> From: Robert Brown <robertb_versa@...>
> Subject: Re: [Vantage] Epicor Costs (was Epicor 9 and Business
Intelligence)
> To: vantage@yahoogroups.com
> Date: Thursday, November 20, 2008, 3:47 PM
>
>
>
>
>
>
> With 9 out of 10 new businesses statistically failing within 5
years, a recession of the magnitude we are in (a once/twice a decade
event) means (unfortunately) some of us on this UG may not be around
by the time business conditions recover.
>
> Before a business fails, it of course won't go shopping for a new
ERP system - but it might reinstall the old one (ours could be un-
mothballed in days - and we'd probably be better off for it if we
were honest about it).
>
> OR the on-the-edge- of-failure company will HAVE TO forego the
maintenance fees. (What the heck are we really getting for the
maintenance contract anyway except nonsensical "program works as
designed" answers until a groundswell of installations report the
same thing?)
>
> In this economy, Epicor BETTER be anticipating that will happen to
a greater degree than in the past.
>
> (Goodbye cash cow.)
>
> We'd all be better off if they DID plan for the worst (and
refocus) and hope/work for the best. I WANT them to succeed so our
investment will not have been for nothing.
>
> I'm not seeing any evidence of that though.
>
> I'd prefer that change (quickly) so they DON'T become yet another
MRP/ERP history lesson.
>
> Rob
>
> --- On Thu, 11/20/08, Todd Caughey <caugheyt@harveyvoge l.com>
wrote:
>
> From: Todd Caughey <caugheyt@harveyvoge l.com>
> Subject: [Vantage] Epicor Costs (was Epicor 9 and Business
Intelligence)
> To: "vantage@yahoogroups .com" <vantage@yahoogroups .com>
> Date: Thursday, November 20, 2008, 10:17 AM
>
> Rob I agree with most of what you've said. I don't know that much
about the investment company that made the buyout offer but it
sounds typical.
>
> Not to be a wet blanket but I am afraid retention of customers may
not be that big a threat to Epicor. Although slow times are great
times to implement new systems (key people are not too busy to
participate) it also means switching to a new system would be hugely
costly at a time when budgets and cash flow are tight. There is an
implicit barrier to switching so Epicor may not have to place that
much attention on retention... except for the Support cash cow. For
the same reason that employers can freeze or cut salaries in a bad
economy....it may be very hard, or risky, to find a job as secure
somewhere else so people hunker down and take their lumps.
>
> If system sales slow down then (IMHO) it would be in Epicor's
interest to get as many lagging pre-8.x customers upgraded in order
to not be as stretched in the support area. As noted above for those
customers on maintenance plans (ie. it's already paid for) a slow
time would be a great time to upgrade. People have more time to do
it right. Also, upgraders are more committed to the product (for
awhile anyway) and less likely to drop support. A little investment
in migration tools for laggards not willing (or able) to pay for
consultants could pay off big in reduced support side costs for
older versions while retaining maintenance agreement revenue streams.
>
> On the subject of cost cutting....I think everyone is being
proactive about this. Not deep draconian cuts (yet) but just being
wiser about spending after a fairly loose period. Driving out
complacency. Raising the ROI bar and shortening the payback period
requirements. The things we should always do. We're cutting costs
too but still investing where it makes sense. We will probably still
buy the AMM module this year if we can prove it will do the things
that provide the payback.
>
> And, yes, many people at Epicor monitor this and every other known
public reference to Epicor paying keen attention to sentiment &
comments and providing spin control as needed. Personal experience
tells me the silence is public only.
>
> -Todd C.
>
> ____________ _________ _________ __
> From: vantage@yahoogroups .com [mailto:vantage@ yahoogroups .com]
On Behalf Of Robert Brown
> Sent: Wednesday, November 19, 2008 10:20 PM
> To: vantage@yahoogroups .com
> Subject: RE: [Vantage] Epicor 9 and Business Intelligence
>
> The Board's rejection of the recent buyout offer was disappointing.
>
> While the major shareholder that made the offer is an
internationally know buy-and-bleed- them-dry company (legal lone
sharks that do international business 'bust outs' that would make
organized crime proud), at least that company has cash to burn that
would help Epicor ride out the recession.
>
> ERP vendors - even of Epicor's market magnitude (although they ARE
cash poor) - drop like flies during recessions as potential customer
companies delay major investments in proven low-pay-back initiatives
like ERP implementations (statistically/ historically proven low-pay-
back in reality - not in claimed paybacks the vendors hawk).
>
> (It would be interesting to see a cash rich company like Infor
swoop in and make an offer as M&A in the ERP market is the norm
during recessions.)
>
> Any cutbacks Epicor is doing now is probably just sound business
preparation to ride out the recession as their sales WILL drop
during this period. Hopefully, they are retaining personnel
necessary to focus upon business RETENTION (keeping us already
paying customers happy).
>
> It may prove a blessing in disguise (for the current user base)
unless they are total management & business strategy morons.
>
> A delayed release of v9 during a recession (when sales
expectations MUST be lowered) may mean a better product when it is
finally released. It also SHOULD mean (to retain existing customers)
more attention paid to v8 installs to perhaps actually get them as
right as the underlying paradigms they chose for v8 (many of which
are quite flawed) will allow.
>
> (To the silent cadre of Epicor employees out there I've been told
is as much as 40% of this group's membership: ARE YOU LISTENING?)
>
> Rob
>
> --- On Wed, 11/19/08, Robert Kula <bkula@dudek- bock.com<mailto:
bkula% 40dudek-bock. com>> wrote:
> From: Robert Kula <bkula@dudek- bock.com<mailto: bkula% 40dudek-
bock. com>>
> Subject: RE: [Vantage] Epicor 9 and Business Intelligence
> To: "vantage@yahoogroup s .com<mailto: vantage% 40yahoogroups.
com>" <vantage@yahoogroup s .com<mailto: vantage% 40yahoogroups.
com>>
> Date: Wednesday, November 19, 2008, 6:36 AM
>
> Who knows what is going to happen now that Epicor's Thomas Kelly
has announced personnel cutbacks and expense cutbacks. Only time
will tell.
>
> ____________ _________ _________ __
>
> From: vantage@yahoogroups .com [mailto:vantage@ yahoogroups .com]
On Behalf Of clive.1972
>
> Sent: Wednesday, November 19, 2008 2:39 AM
>
> To: vantage@yahoogroups .com
>
> Subject: [Vantage] Epicor 9 and Business Intelligence
>
> Looking at posts on here and the small amount of information that
>
> Epicor have released it appears that they intend to beef up the
>
> business intelligence tools that they provide/support ? with
Epicor 9.
>
> Some examples are Microsoft Performance Point 2007 and Epicor Cube
>
> Connect, but at this point we've no idea if these will be supplied
with
>
> Epicor 9 or we'll have to pay extra for them ? (until I hear
otherwise
>
> I'll presume that you have to pay for them along with more annual
>
> maintenance) .
>
> I'd be interested to know what people think of this, but it's
probably
>
> under an NDA until Epicor 9's out.
>
> Also where does this leave CorVu ?. I know that version 5.2 of this
>
> either out now or about to come out, but no information has come
out
>
> about this and how it fits in with Epicor 9's suite of BI tools
(VBI is
>
> mentioned very briefly in one PDF, with no new info on it).
>
> We all know that Epicor has strong ties with Microsoft, so
presumably
>
> this means that in the future they'll be using them for their BI
and
>
> dropping CorVu or at least not promote it ?.
>
> [Non-text portions of this message have been removed]
>
> [Non-text portions of this message have been removed]
>
>
>
>
>
>
>
>
>
>
>
>
>
>
>
>
>
>
> [Non-text portions of this message have been removed]
>



------------------------------------

Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must have already linked your email address to a yahoo id to enable access. )
(1) To access the Files Section of our Yahoo!Group for Report Builder and Crystal Reports and other 'goodies', please goto: http://groups.yahoo.com/group/vantage/files/.
(2) To search through old msg's goto: http://groups.yahoo.com/group/vantage/messages
(3) To view links to Vendors that provide Vantage services goto: http://groups.yahoo.com/group/vantage/linksYahoo! Groups Links
Rob, Dave, Vic



Just a WILD thought:



Say there are 5,000 Epicor customers that average $45,000 per year
maintenance. If all, in unison dropped maintenance and instead used
those funds (for one year) to buy Epicor stock ($225,000,000). We (the
customers) and now majority stock holders could have a say on how things
are done. This would be like the Green Bay Wisconsin taxpayers who own
the Packer franchise.



We agree with some of what each of you say.

Our company believes an Epicor buyout (by this type of predatory buyer)
would be a disaster.

And, while the software industry may be like Vic says, and while I agree
Vantage may be the "best of the worst". It is disconcerting to accept
that the "best of the worst" is somehow OK. The industry has lowered the
performance bar, and convinced all of the sheep (oops I mean customers)
to go along.

This thinking is why the software companies have the mindset that they
do.





Matt

________________________________

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Vic Drecchio
Sent: Friday, November 21, 2008 10:31 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Re: Epicor Costs (was Epicor 9 and Business
Intelligence)



Dave,

That's what I have always jokingly (yet seriously) said: "Vantage/Vista
is the Best of the Worst". Find me an ERP solution that is perfect (for
any price) and I'll buy you dinner at Morton's in Honolulu.

You won't find one. ERP software vendors have a difficult threshold to
be cognizant of and carefully manage: They have to be generic enough to
pertain to a wide array of manufacturing industries yet specific enough
to add immediate value. They have to be compatible with the cabinet
manufacturer in the backwoods of Alabama and also work for the
heart-monitor manufacturer in San Diego. They're both
manufacturing-style companies, but two completely different animals. If
the software worked perfectly out-of-the-box for any of our companies,
the price tag would be $200 Million vs. what we pay now.

It's up to us, as system managers, admins, support staff, and developers
to tweak the product to work in the best interests of our companies and
find creative ways to work around system bugs. There's always going to
be bugs and challenges. That's what we're paid for. So suck it up and
deal with it. :-) I get as frustrated as any of us do with system bugs
and patches, but it's nothing abnormal in the software industry (very
unfortunately). Microsoft invented the term "hot-fix" and "patch", I
think.

-----Original Message-----
From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On
Behalf Of Dave Thomas
Sent: Friday, November 21, 2008 10:03 AM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Subject: [Vantage] Re: Epicor Costs (was Epicor 9 and Business
Intelligence)

Rob,

Like most on this list, I have had frustrations with Vantage - and
with every other software I have ever worked with for the past 30
years. I have also been in the middle of "vulture capital" buyouts
of software companies. Every one has been a disaster for the users
of the software. The typical model is to stop all significant new
development, fire most of the developers and much of the support
staff, then raise the price of maintenance. It is quite likely they
would seek a quick turnaround of their investment by selling off
pieces of Epicor to other software companies. The result would be
anything but positive for Vantage users.

In my opinion, the Epicor board is doing exactly the right thing. I
hope they continue to reject this offer. In spite of the problems,
which are typical of software in the early stages of its life cycle,
I do not know of any other ERP software I would rather be working
with. Do you?

Dave Thomas

--- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ,
Robert Brown <robertb_versa@...>
wrote:
>
> Duh: Once/twice a CENTURY event (not decade!!!!)
>
> Rob
>
> --- On Thu, 11/20/08, Robert Brown <robertb_versa@...> wrote:
>
> From: Robert Brown <robertb_versa@...>
> Subject: Re: [Vantage] Epicor Costs (was Epicor 9 and Business
Intelligence)
> To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
> Date: Thursday, November 20, 2008, 3:47 PM
>
>
>
>
>
>
> With 9 out of 10 new businesses statistically failing within 5
years, a recession of the magnitude we are in (a once/twice a decade
event) means (unfortunately) some of us on this UG may not be around
by the time business conditions recover.
>
> Before a business fails, it of course won't go shopping for a new
ERP system - but it might reinstall the old one (ours could be un-
mothballed in days - and we'd probably be better off for it if we
were honest about it).
>
> OR the on-the-edge- of-failure company will HAVE TO forego the
maintenance fees. (What the heck are we really getting for the
maintenance contract anyway except nonsensical "program works as
designed" answers until a groundswell of installations report the
same thing?)
>
> In this economy, Epicor BETTER be anticipating that will happen to
a greater degree than in the past.
>
> (Goodbye cash cow.)
>
> We'd all be better off if they DID plan for the worst (and
refocus) and hope/work for the best. I WANT them to succeed so our
investment will not have been for nothing.
>
> I'm not seeing any evidence of that though.
>
> I'd prefer that change (quickly) so they DON'T become yet another
MRP/ERP history lesson.
>
> Rob
>
> --- On Thu, 11/20/08, Todd Caughey <caugheyt@harveyvoge l.com>
wrote:
>
> From: Todd Caughey <caugheyt@harveyvoge l.com>
> Subject: [Vantage] Epicor Costs (was Epicor 9 and Business
Intelligence)
> To: "vantage@yahoogroups .com" <vantage@yahoogroups .com>
> Date: Thursday, November 20, 2008, 10:17 AM
>
> Rob I agree with most of what you've said. I don't know that much
about the investment company that made the buyout offer but it
sounds typical.
>
> Not to be a wet blanket but I am afraid retention of customers may
not be that big a threat to Epicor. Although slow times are great
times to implement new systems (key people are not too busy to
participate) it also means switching to a new system would be hugely
costly at a time when budgets and cash flow are tight. There is an
implicit barrier to switching so Epicor may not have to place that
much attention on retention... except for the Support cash cow. For
the same reason that employers can freeze or cut salaries in a bad
economy....it may be very hard, or risky, to find a job as secure
somewhere else so people hunker down and take their lumps.
>
> If system sales slow down then (IMHO) it would be in Epicor's
interest to get as many lagging pre-8.x customers upgraded in order
to not be as stretched in the support area. As noted above for those
customers on maintenance plans (ie. it's already paid for) a slow
time would be a great time to upgrade. People have more time to do
it right. Also, upgraders are more committed to the product (for
awhile anyway) and less likely to drop support. A little investment
in migration tools for laggards not willing (or able) to pay for
consultants could pay off big in reduced support side costs for
older versions while retaining maintenance agreement revenue streams.
>
> On the subject of cost cutting....I think everyone is being
proactive about this. Not deep draconian cuts (yet) but just being
wiser about spending after a fairly loose period. Driving out
complacency. Raising the ROI bar and shortening the payback period
requirements. The things we should always do. We're cutting costs
too but still investing where it makes sense. We will probably still
buy the AMM module this year if we can prove it will do the things
that provide the payback.
>
> And, yes, many people at Epicor monitor this and every other known
public reference to Epicor paying keen attention to sentiment &
comments and providing spin control as needed. Personal experience
tells me the silence is public only.
>
> -Todd C.
>
> ____________ _________ _________ __
> From: vantage@yahoogroups .com [mailto:vantage@ yahoogroups .com]
On Behalf Of Robert Brown
> Sent: Wednesday, November 19, 2008 10:20 PM
> To: vantage@yahoogroups .com
> Subject: RE: [Vantage] Epicor 9 and Business Intelligence
>
> The Board's rejection of the recent buyout offer was disappointing.
>
> While the major shareholder that made the offer is an
internationally know buy-and-bleed- them-dry company (legal lone
sharks that do international business 'bust outs' that would make
organized crime proud), at least that company has cash to burn that
would help Epicor ride out the recession.
>
> ERP vendors - even of Epicor's market magnitude (although they ARE
cash poor) - drop like flies during recessions as potential customer
companies delay major investments in proven low-pay-back initiatives
like ERP implementations (statistically/ historically proven low-pay-
back in reality - not in claimed paybacks the vendors hawk).
>
> (It would be interesting to see a cash rich company like Infor
swoop in and make an offer as M&A in the ERP market is the norm
during recessions.)
>
> Any cutbacks Epicor is doing now is probably just sound business
preparation to ride out the recession as their sales WILL drop
during this period. Hopefully, they are retaining personnel
necessary to focus upon business RETENTION (keeping us already
paying customers happy).
>
> It may prove a blessing in disguise (for the current user base)
unless they are total management & business strategy morons.
>
> A delayed release of v9 during a recession (when sales
expectations MUST be lowered) may mean a better product when it is
finally released. It also SHOULD mean (to retain existing customers)
more attention paid to v8 installs to perhaps actually get them as
right as the underlying paradigms they chose for v8 (many of which
are quite flawed) will allow.
>
> (To the silent cadre of Epicor employees out there I've been told
is as much as 40% of this group's membership: ARE YOU LISTENING?)
>
> Rob
>
> --- On Wed, 11/19/08, Robert Kula <bkula@dudek- bock.com<mailto:
bkula% 40dudek-bock. com>> wrote:
> From: Robert Kula <bkula@dudek- bock.com<mailto: bkula% 40dudek-
bock. com>>
> Subject: RE: [Vantage] Epicor 9 and Business Intelligence
> To: "vantage@yahoogroup s .com<mailto: vantage% 40yahoogroups.
com>" <vantage@yahoogroup s .com<mailto: vantage% 40yahoogroups.
com>>
> Date: Wednesday, November 19, 2008, 6:36 AM
>
> Who knows what is going to happen now that Epicor's Thomas Kelly
has announced personnel cutbacks and expense cutbacks. Only time
will tell.
>
> ____________ _________ _________ __
>
> From: vantage@yahoogroups .com [mailto:vantage@ yahoogroups .com]
On Behalf Of clive.1972
>
> Sent: Wednesday, November 19, 2008 2:39 AM
>
> To: vantage@yahoogroups .com
>
> Subject: [Vantage] Epicor 9 and Business Intelligence
>
> Looking at posts on here and the small amount of information that
>
> Epicor have released it appears that they intend to beef up the
>
> business intelligence tools that they provide/support ? with
Epicor 9.
>
> Some examples are Microsoft Performance Point 2007 and Epicor Cube
>
> Connect, but at this point we've no idea if these will be supplied
with
>
> Epicor 9 or we'll have to pay extra for them ? (until I hear
otherwise
>
> I'll presume that you have to pay for them along with more annual
>
> maintenance) .
>
> I'd be interested to know what people think of this, but it's
probably
>
> under an NDA until Epicor 9's out.
>
> Also where does this leave CorVu ?. I know that version 5.2 of this
>
> either out now or about to come out, but no information has come
out
>
> about this and how it fits in with Epicor 9's suite of BI tools
(VBI is
>
> mentioned very briefly in one PDF, with no new info on it).
>
> We all know that Epicor has strong ties with Microsoft, so
presumably
>
> this means that in the future they'll be using them for their BI
and
>
> dropping CorVu or at least not promote it ?.
>
> [Non-text portions of this message have been removed]
>
> [Non-text portions of this message have been removed]
>
>
>
>
>
>
>
>
>
>
>
>
>
>
>
>
>
>
> [Non-text portions of this message have been removed]
>

------------------------------------

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[Non-text portions of this message have been removed]
Dave,

I want them to succeed as well. They just aren't showing much evidence (yet?) of 'getting it' in the areas that will help them do that. (Deeds - not words.)

I feel no allegiance to the Board. They would have profited from accepting the buyout offer - but I have no faith that was done on behalf of their paying customers. (There is undoubtedly much more to how that unfolded than was reported publicly... There always is.)

That said, the stability from rejecting the offer CAN be a positive (if they do the right things to strengthen their software quality, their support, and focus less on latest whiz-bang underlying platform technology as a sales lure - and more on improving the functional system behavioral paradigms in use).

I've been through the buyout mess as well (twice). In one case it hurt ("vultures" is the perfect description), in the second, it resulted in rapid and significant improvements.

As for other ERP software I'd rather be using, I know of two superior products at this mid-market price point (one FAR superior out of the box & the other, with far superior support) and, for low end/small company installs, another two (at 1/4 the cost) that do many things better than this system. (These two small company packages just aren't particularly scalable.)

Heck - I've seen FREEware systems that would probably serve the needs of many small companies that are on Vantage. (Georgia Tech has a nice one that may or may not still be public domain. I'm not recommending that to anyone as there are risks to that path.)

This is the boat we're on & it's leaky - and we have just hit rough economic seas that aren't going to quiet any time soon.

Not every company uses every feature so I am quite sure this package serves many quite well. For others though (us for one - and many others on this group I dialog with offline) it is not fulfilling its promise and cost investment.

Users saying it isn't leaking doesn't plug the leaks. Only Epicor can plug the leaks through Board & management leadership that results in effective, rapid action.

I'm not yet seeing that. I'm just hearing words.

Perhaps some companies get better treatment than others. I don't begrudge that for any that might. I just think it should & can be an attainable standard of service we can all enjoy.

I also am not naive and know there is some 'horse trading' that seems to occasionally 'buy' that extra service attention. Two of the eight reference companies on Vantage we spoke to (when considering v8) who gave it glowing reviews I've since learned (as a result of reading their posts on this UG) - WEREN'T EVEN ON V8! - and one STILL isn't.

That's life in the big city. That way of doing business also comes from the attitudes of those at the top at Epicor - that or they are just poor managers who choose not to see it.

We're invested now and likely will be for a few more years. After that, all bets are off so a history and pattern of DEEDS will be the measure - not promises.

I'm glad it is serving your needs Dave - and I wish you and others nothing but success as I've yet to encounter any of our direct market competitors (to my knowledge) on the UG.

Just don't scold me for speaking the truth that it is not now yet serving OURS. Epicor CAN do better than this - and it doesn't have to take years... It is, at its core, a mindset that can be changed much faster than that (with the right incentives in place within Epicor).

Rob

--- On Fri, 11/21/08, Dave Thomas <dthomas@...> wrote:

From: Dave Thomas <dthomas@...>
Subject: [Vantage] Re: Epicor Costs (was Epicor 9 and Business Intelligence)
To: vantage@yahoogroups.com
Date: Friday, November 21, 2008, 10:03 AM






Rob,

Like most on this list, I have had frustrations with Vantage - and
with every other software I have ever worked with for the past 30
years. I have also been in the middle of "vulture capital" buyouts
of software companies. Every one has been a disaster for the users
of the software. The typical model is to stop all significant new
development, fire most of the developers and much of the support
staff, then raise the price of maintenance. It is quite likely they
would seek a quick turnaround of their investment by selling off
pieces of Epicor to other software companies. The result would be
anything but positive for Vantage users.

In my opinion, the Epicor board is doing exactly the right thing. I
hope they continue to reject this offer. In spite of the problems,
which are typical of software in the early stages of its life cycle,
I do not know of any other ERP software I would rather be working
with. Do you?

Dave Thomas

--- In vantage@yahoogroups .com, Robert Brown <robertb_versa@ ...>
wrote:
>
> Duh: Once/twice a CENTURY event (not decade!!!!)
> Â
> Rob
>
> --- On Thu, 11/20/08, Robert Brown <robertb_versa@ ...> wrote:
>
> From: Robert Brown <robertb_versa@ ...>
> Subject: Re: [Vantage] Epicor Costs (was Epicor 9 and Business
Intelligence)
> To: vantage@yahoogroups .com
> Date: Thursday, November 20, 2008, 3:47 PM
>
>
>
>
>
>
> With 9 out of 10 new businesses statistically failing within 5
years, a recession of the magnitude we are in (a once/twice a decade
event) means (unfortunately) some of us on this UG may not be around
by the time business conditions recover.
>
> Before a business fails, it of course won't go shopping for a new
ERP system - but it might reinstall the old one (ours could be un-
mothballed in days - and we'd probably be better off for it if we
were honest about it).
>
> OR the on-the-edge- of-failure company will HAVE TO forego the
maintenance fees. (What the heck are we really getting for the
maintenance contract anyway except nonsensical "program works as
designed" answers until a groundswell of installations report the
same thing?)
>
> In this economy, Epicor BETTER be anticipating that will happen to
a greater degree than in the past.
>
> (Goodbye cash cow.)
>
> We'd all be better off if they DID plan for the worst (and
refocus) and hope/work for the best. I WANT them to succeed so our
investment will not have been for nothing.
>
> I'm not seeing any evidence of that though.
>
> I'd prefer that change (quickly) so they DON'T become yet another
MRP/ERP history lesson.
>
> Rob
>
> --- On Thu, 11/20/08, Todd Caughey <caugheyt@harveyvog e l.com>
wrote:
>
> From: Todd Caughey <caugheyt@harveyvog e l.com>
> Subject: [Vantage] Epicor Costs (was Epicor 9 and Business
Intelligence)
> To: "vantage@yahoogroup s .com" <vantage@yahoogroup s .com>
> Date: Thursday, November 20, 2008, 10:17 AM
>
> Rob I agree with most of what you've said. I don't know that much
about the investment company that made the buyout offer but it
sounds typical.
>
> Not to be a wet blanket but I am afraid retention of customers may
not be that big a threat to Epicor. Although slow times are great
times to implement new systems (key people are not too busy to
participate) it also means switching to a new system would be hugely
costly at a time when budgets and cash flow are tight. There is an
implicit barrier to switching so Epicor may not have to place that
much attention on retention... except for the Support cash cow. For
the same reason that employers can freeze or cut salaries in a bad
economy....it may be very hard, or risky, to find a job as secure
somewhere else so people hunker down and take their lumps.
>
> If system sales slow down then (IMHO) it would be in Epicor's
interest to get as many lagging pre-8.x customers upgraded in order
to not be as stretched in the support area. As noted above for those
customers on maintenance plans (ie. it's already paid for) a slow
time would be a great time to upgrade. People have more time to do
it right. Also, upgraders are more committed to the product (for
awhile anyway) and less likely to drop support. A little investment
in migration tools for laggards not willing (or able) to pay for
consultants could pay off big in reduced support side costs for
older versions while retaining maintenance agreement revenue streams.
>
> On the subject of cost cutting....I think everyone is being
proactive about this. Not deep draconian cuts (yet) but just being
wiser about spending after a fairly loose period. Driving out
complacency. Raising the ROI bar and shortening the payback period
requirements. The things we should always do. We're cutting costs
too but still investing where it makes sense. We will probably still
buy the AMM module this year if we can prove it will do the things
that provide the payback.
>
> And, yes, many people at Epicor monitor this and every other known
public reference to Epicor paying keen attention to sentiment &
comments and providing spin control as needed. Personal experience
tells me the silence is public only.
>
> -Todd C.
>
> ____________ _________ _________ __
> From: vantage@yahoogroups .com [mailto:vantage@ yahoogroups .com]
On Behalf Of Robert Brown
> Sent: Wednesday, November 19, 2008 10:20 PM
> To: vantage@yahoogroups .com
> Subject: RE: [Vantage] Epicor 9 and Business Intelligence
>
> The Board's rejection of the recent buyout offer was disappointing.
>
> While the major shareholder that made the offer is an
internationally know buy-and-bleed- them-dry company (legal lone
sharks that do international business 'bust outs' that would make
organized crime proud), at least that company has cash to burn that
would help Epicor ride out the recession.
>
> ERP vendors - even of Epicor's market magnitude (although they ARE
cash poor) - drop like flies during recessions as potential customer
companies delay major investments in proven low-pay-back initiatives
like ERP implementations (statistically/ historically proven low-pay-
back in reality - not in claimed paybacks the vendors hawk).
>
> (It would be interesting to see a cash rich company like Infor
swoop in and make an offer as M&A in the ERP market is the norm
during recessions.)
>
> Any cutbacks Epicor is doing now is probably just sound business
preparation to ride out the recession as their sales WILL drop
during this period. Hopefully, they are retaining personnel
necessary to focus upon business RETENTION (keeping us already
paying customers happy).
>
> It may prove a blessing in disguise (for the current user base)
unless they are total management & business strategy morons.
>
> A delayed release of v9 during a recession (when sales
expectations MUST be lowered) may mean a better product when it is
finally released. It also SHOULD mean (to retain existing customers)
more attention paid to v8 installs to perhaps actually get them as
right as the underlying paradigms they chose for v8 (many of which
are quite flawed) will allow.
>
> (To the silent cadre of Epicor employees out there I've been told
is as much as 40% of this group's membership: ARE YOU LISTENING?)
>
> Rob
>
> --- On Wed, 11/19/08, Robert Kula <bkula@dudek- bock.com<mailto:
bkula% 40dudek-bock. com>> wrote:
> From: Robert Kula <bkula@dudek- bock.com<mailto: bkula% 40dudek-
bock. com>>
> Subject: RE: [Vantage] Epicor 9 and Business Intelligence
> To: "vantage@yahoogroup s .com<mailto: vantage% 40yahoogroups.
com>" <vantage@yahoogroup s .com<mailto: vantage% 40yahoogroups.
com>>
> Date: Wednesday, November 19, 2008, 6:36 AM
>
> Who knows what is going to happen now that Epicor's Thomas Kelly
has announced personnel cutbacks and expense cutbacks. Only time
will tell.
>
> ____________ _________ _________ __
>
> From: vantage@yahoogroups .com [mailto:vantage@ yahoogroups .com]
On Behalf Of clive.1972
>
> Sent: Wednesday, November 19, 2008 2:39 AM
>
> To: vantage@yahoogroups .com
>
> Subject: [Vantage] Epicor 9 and Business Intelligence
>
> Looking at posts on here and the small amount of information that
>
> Epicor have released it appears that they intend to beef up the
>
> business intelligence tools that they provide/support ? with
Epicor 9.
>
> Some examples are Microsoft Performance Point 2007 and Epicor Cube
>
> Connect, but at this point we've no idea if these will be supplied
with
>
> Epicor 9 or we'll have to pay extra for them ? (until I hear
otherwise
>
> I'll presume that you have to pay for them along with more annual
>
> maintenance) .
>
> I'd be interested to know what people think of this, but it's
probably
>
> under an NDA until Epicor 9's out.
>
> Also where does this leave CorVu ?. I know that version 5.2 of this
>
> either out now or about to come out, but no information has come
out
>
> about this and how it fits in with Epicor 9's suite of BI tools
(VBI is
>
> mentioned very briefly in one PDF, with no new info on it).
>
> We all know that Epicor has strong ties with Microsoft, so
presumably
>
> this means that in the future they'll be using them for their BI
and
>
> dropping CorVu or at least not promote it ?.
>
> [Non-text portions of this message have been removed]
>
> [Non-text portions of this message have been removed]
>
>
>
>
>
>
>
>
>
>
>
>
>
>
>
>
>
>
> [Non-text portions of this message have been removed]
>
Right on Matt. All we can do is tell them what we think. If they choose to only hear the 'everything is wonderful' stuff and not hear the actionable content of any complaints (big or small) - shame on them (as that is a recipe for failure).

Gee... Most of my investment accounts have tanked to at best 70% of what their value was 6 months ago... I could probably spare a few nickels for the cause - and then I'll only have to keep working until I'm 90 instead of 89! {;o

Thanks lightening up the thread with some humor... (It has been a long exasperating week.)

Rob

--- On Fri, 11/21/08, Sweny, Matt <matts@...> wrote:

From: Sweny, Matt <matts@...>
Subject: RE: [Vantage] Re: Epicor Costs (was Epicor 9 and Business Intelligence)
To: vantage@yahoogroups.com
Date: Friday, November 21, 2008, 12:55 PM






Rob, Dave, Vic

Just a WILD thought:

Say there are 5,000 Epicor customers that average $45,000 per year
maintenance. If all, in unison dropped maintenance and instead used
those funds (for one year) to buy Epicor stock ($225,000,000) . We (the
customers) and now majority stock holders could have a say on how things
are done. This would be like the Green Bay Wisconsin taxpayers who own
the Packer franchise.

We agree with some of what each of you say.

Our company believes an Epicor buyout (by this type of predatory buyer)
would be a disaster.

And, while the software industry may be like Vic says, and while I agree
Vantage may be the "best of the worst". It is disconcerting to accept
that the "best of the worst" is somehow OK. The industry has lowered the
performance bar, and convinced all of the sheep (oops I mean customers)
to go along.

This thinking is why the software companies have the mindset that they
do.

Matt

____________ _________ _________ __

From: vantage@yahoogroups .com [mailto:vantage@yahoogroups .com] On Behalf
Of Vic Drecchio
Sent: Friday, November 21, 2008 10:31 AM
To: vantage@yahoogroups .com
Subject: RE: [Vantage] Re: Epicor Costs (was Epicor 9 and Business
Intelligence)

Dave,

That's what I have always jokingly (yet seriously) said: "Vantage/Vista
is the Best of the Worst". Find me an ERP solution that is perfect (for
any price) and I'll buy you dinner at Morton's in Honolulu.

You won't find one. ERP software vendors have a difficult threshold to
be cognizant of and carefully manage: They have to be generic enough to
pertain to a wide array of manufacturing industries yet specific enough
to add immediate value. They have to be compatible with the cabinet
manufacturer in the backwoods of Alabama and also work for the
heart-monitor manufacturer in San Diego. They're both
manufacturing- style companies, but two completely different animals. If
the software worked perfectly out-of-the-box for any of our companies,
the price tag would be $200 Million vs. what we pay now.

It's up to us, as system managers, admins, support staff, and developers
to tweak the product to work in the best interests of our companies and
find creative ways to work around system bugs. There's always going to
be bugs and challenges. That's what we're paid for. So suck it up and
deal with it. :-) I get as frustrated as any of us do with system bugs
and patches, but it's nothing abnormal in the software industry (very
unfortunately) . Microsoft invented the term "hot-fix" and "patch", I
think.

-----Original Message-----
From: vantage@yahoogroups .com <mailto:vantage% 40yahoogroups. com>
[mailto:vantage@yahoogroups .com <mailto:vantage% 40yahoogroups. com> ] On
Behalf Of Dave Thomas
Sent: Friday, November 21, 2008 10:03 AM
To: vantage@yahoogroups .com <mailto:vantage% 40yahoogroups. com>
Subject: [Vantage] Re: Epicor Costs (was Epicor 9 and Business
Intelligence)

Rob,

Like most on this list, I have had frustrations with Vantage - and
with every other software I have ever worked with for the past 30
years. I have also been in the middle of "vulture capital" buyouts
of software companies. Every one has been a disaster for the users
of the software. The typical model is to stop all significant new
development, fire most of the developers and much of the support
staff, then raise the price of maintenance. It is quite likely they
would seek a quick turnaround of their investment by selling off
pieces of Epicor to other software companies. The result would be
anything but positive for Vantage users.

In my opinion, the Epicor board is doing exactly the right thing. I
hope they continue to reject this offer. In spite of the problems,
which are typical of software in the early stages of its life cycle,
I do not know of any other ERP software I would rather be working
with. Do you?

Dave Thomas

--- In vantage@yahoogroups .com <mailto:vantage% 40yahoogroups. com> ,
Robert Brown <robertb_versa@ ...>
wrote:
>
> Duh: Once/twice a CENTURY event (not decade!!!!)
>
> Rob
>
> --- On Thu, 11/20/08, Robert Brown <robertb_versa@ ...> wrote:
>
> From: Robert Brown <robertb_versa@ ...>
> Subject: Re: [Vantage] Epicor Costs (was Epicor 9 and Business
Intelligence)
> To: vantage@yahoogroups .com <mailto:vantage% 40yahoogroups. com>
> Date: Thursday, November 20, 2008, 3:47 PM
>
>
>
>
>
>
> With 9 out of 10 new businesses statistically failing within 5
years, a recession of the magnitude we are in (a once/twice a decade
event) means (unfortunately) some of us on this UG may not be around
by the time business conditions recover.
>
> Before a business fails, it of course won't go shopping for a new
ERP system - but it might reinstall the old one (ours could be un-
mothballed in days - and we'd probably be better off for it if we
were honest about it).
>
> OR the on-the-edge- of-failure company will HAVE TO forego the
maintenance fees. (What the heck are we really getting for the
maintenance contract anyway except nonsensical "program works as
designed" answers until a groundswell of installations report the
same thing?)
>
> In this economy, Epicor BETTER be anticipating that will happen to
a greater degree than in the past.
>
> (Goodbye cash cow.)
>
> We'd all be better off if they DID plan for the worst (and
refocus) and hope/work for the best. I WANT them to succeed so our
investment will not have been for nothing.
>
> I'm not seeing any evidence of that though.
>
> I'd prefer that change (quickly) so they DON'T become yet another
MRP/ERP history lesson.
>
> Rob
>
> --- On Thu, 11/20/08, Todd Caughey <caugheyt@harveyvog e l.com>
wrote:
>
> From: Todd Caughey <caugheyt@harveyvog e l.com>
> Subject: [Vantage] Epicor Costs (was Epicor 9 and Business
Intelligence)
> To: "vantage@yahoogroup s .com" <vantage@yahoogroup s .com>
> Date: Thursday, November 20, 2008, 10:17 AM
>
> Rob I agree with most of what you've said. I don't know that much
about the investment company that made the buyout offer but it
sounds typical.
>
> Not to be a wet blanket but I am afraid retention of customers may
not be that big a threat to Epicor. Although slow times are great
times to implement new systems (key people are not too busy to
participate) it also means switching to a new system would be hugely
costly at a time when budgets and cash flow are tight. There is an
implicit barrier to switching so Epicor may not have to place that
much attention on retention... except for the Support cash cow. For
the same reason that employers can freeze or cut salaries in a bad
economy....it may be very hard, or risky, to find a job as secure
somewhere else so people hunker down and take their lumps.
>
> If system sales slow down then (IMHO) it would be in Epicor's
interest to get as many lagging pre-8.x customers upgraded in order
to not be as stretched in the support area. As noted above for those
customers on maintenance plans (ie. it's already paid for) a slow
time would be a great time to upgrade. People have more time to do
it right. Also, upgraders are more committed to the product (for
awhile anyway) and less likely to drop support. A little investment
in migration tools for laggards not willing (or able) to pay for
consultants could pay off big in reduced support side costs for
older versions while retaining maintenance agreement revenue streams.
>
> On the subject of cost cutting....I think everyone is being
proactive about this. Not deep draconian cuts (yet) but just being
wiser about spending after a fairly loose period. Driving out
complacency. Raising the ROI bar and shortening the payback period
requirements. The things we should always do. We're cutting costs
too but still investing where it makes sense. We will probably still
buy the AMM module this year if we can prove it will do the things
that provide the payback.
>
> And, yes, many people at Epicor monitor this and every other known
public reference to Epicor paying keen attention to sentiment &
comments and providing spin control as needed. Personal experience
tells me the silence is public only.
>
> -Todd C.
>
> ____________ _________ _________ __
> From: vantage@yahoogroups .com [mailto:vantage@ yahoogroups .com]
On Behalf Of Robert Brown
> Sent: Wednesday, November 19, 2008 10:20 PM
> To: vantage@yahoogroups .com
> Subject: RE: [Vantage] Epicor 9 and Business Intelligence
>
> The Board's rejection of the recent buyout offer was disappointing.
>
> While the major shareholder that made the offer is an
internationally know buy-and-bleed- them-dry company (legal lone
sharks that do international business 'bust outs' that would make
organized crime proud), at least that company has cash to burn that
would help Epicor ride out the recession.
>
> ERP vendors - even of Epicor's market magnitude (although they ARE
cash poor) - drop like flies during recessions as potential customer
companies delay major investments in proven low-pay-back initiatives
like ERP implementations (statistically/ historically proven low-pay-
back in reality - not in claimed paybacks the vendors hawk).
>
> (It would be interesting to see a cash rich company like Infor
swoop in and make an offer as M&A in the ERP market is the norm
during recessions.)
>
> Any cutbacks Epicor is doing now is probably just sound business
preparation to ride out the recession as their sales WILL drop
during this period. Hopefully, they are retaining personnel
necessary to focus upon business RETENTION (keeping us already
paying customers happy).
>
> It may prove a blessing in disguise (for the current user base)
unless they are total management & business strategy morons.
>
> A delayed release of v9 during a recession (when sales
expectations MUST be lowered) may mean a better product when it is
finally released. It also SHOULD mean (to retain existing customers)
more attention paid to v8 installs to perhaps actually get them as
right as the underlying paradigms they chose for v8 (many of which
are quite flawed) will allow.
>
> (To the silent cadre of Epicor employees out there I've been told
is as much as 40% of this group's membership: ARE YOU LISTENING?)
>
> Rob
>
> --- On Wed, 11/19/08, Robert Kula <bkula@dudek- bock.com<mailto:
bkula% 40dudek-bock. com>> wrote:
> From: Robert Kula <bkula@dudek- bock.com<mailto: bkula% 40dudek-
bock. com>>
> Subject: RE: [Vantage] Epicor 9 and Business Intelligence
> To: "vantage@yahoogroup s .com<mailto: vantage% 40yahoogroups.
com>" <vantage@yahoogroup s .com<mailto: vantage% 40yahoogroups.
com>>
> Date: Wednesday, November 19, 2008, 6:36 AM
>
> Who knows what is going to happen now that Epicor's Thomas Kelly
has announced personnel cutbacks and expense cutbacks. Only time
will tell.
>
> ____________ _________ _________ __
>
> From: vantage@yahoogroups .com [mailto:vantage@ yahoogroups .com]
On Behalf Of clive.1972
>
> Sent: Wednesday, November 19, 2008 2:39 AM
>
> To: vantage@yahoogroups .com
>
> Subject: [Vantage] Epicor 9 and Business Intelligence
>
> Looking at posts on here and the small amount of information that
>
> Epicor have released it appears that they intend to beef up the
>
> business intelligence tools that they provide/support ? with
Epicor 9.
>
> Some examples are Microsoft Performance Point 2007 and Epicor Cube
>
> Connect, but at this point we've no idea if these will be supplied
with
>
> Epicor 9 or we'll have to pay extra for them ? (until I hear
otherwise
>
> I'll presume that you have to pay for them along with more annual
>
> maintenance) .
>
> I'd be interested to know what people think of this, but it's
probably
>
> under an NDA until Epicor 9's out.
>
> Also where does this leave CorVu ?. I know that version 5.2 of this
>
> either out now or about to come out, but no information has come
out
>
> about this and how it fits in with Epicor 9's suite of BI tools
(VBI is
>
> mentioned very briefly in one PDF, with no new info on it).
>
> We all know that Epicor has strong ties with Microsoft, so
presumably
>
> this means that in the future they'll be using them for their BI
and
>
> dropping CorVu or at least not promote it ?.
>
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> [Non-text portions of this message have been removed]
>
>
>
>
>
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>
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>
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[Non-text portions of this message have been removed]
I¹ll bite. :-) Which products then?

On 11/21/08 3:56 PM, "Robert Brown" <robertb_versa@...> wrote:
>
> As for other ERP software I'd rather be using, I know of two superior products
> at this mid-market price point (one FAR superior out of the box & the other,
> with far superior support) and, for low end/small company installs, another
> two (at 1/4 the cost) that do many things better than this system. (These two
> small company packages just aren't particularly scalable.)
>
>
> .
>
>



[Non-text portions of this message have been removed]
Infor/Lilly's VISUAL (SUPERB scheduling - maybe none better - and built for lean/kanban that offers something few systems - even the SAPs of the world - don't do: true tools to help you analyze and maintain material process driving data)

Infor/Syteline (Basically a direct competitor to Vantage and fraught with similar bleeding edge of technology problems like Vantage. However, SUPERB support with the right VAR)

small co packages:

Profitkey 6 (if still available) - telnet but efficient as heck. Superb scheduler that runs rings around mid-size co ERP packages. Written by the same guy Lilly above. They been providing a full suite of ERP capabilities since the mid 80's (before ERP) - Profitkey 7 ('windows-fied' version of 6... less efficient UI that slows high volume entry/transaction needs - like any windows program - but still about twice as entry efficient as Vantage. NOT customizable but once you understand the db, you can do a lot with odbc/SQL and extend it. They're slowing getting their SQL server version weened off the oracle flat file faux RDB paradigms used for a decade on v6 so that extensibility at the db level can only be improving). This is our legacy system and runs circle around Vantage 8 - but not particularly scalable and it couldn't keep up as we grew. Decent enough support. Was acquired twice and second time was a positive.

Ultra-cheap MAS90 (about $25k for a full install). I used to do side consulting for this product to make a few extra bucks in my youth. Last version I used was still character based but easily customizable if you paid for the Business Basic source code. Like most early PC based products, it was full suite and was capable of doing more than most small companies need. A take-over of the company was a negative initially but they survived it and two years later were properly focussed again.

Frankly, many small companies could get away with QuickBooks & home-grown Access (or SQLserver)/Excel apps if they fully embraced Lean. In my observation it is often ego ("we're too big for that") or the notion that a computer sys can replace good day to day supervision, management and strategic planning that drives the excuse/perception more is needed.

In the end, a system that claims less (but actually does it well, reliably and efficiently) is MUCH more value added than one that claims all but does little of what is claimed either at all or even at a mediocre level.

Just my opinion - but based on a LOT of experiences.

Rob





--- On Fri, 11/21/08, Brian W, Spolarich <bspolarich@...> wrote:
From: Brian W, Spolarich <bspolarich@...>
Subject: Re: [Vantage] Re: Epicor Costs (was Epicor 9 and Business Intelligence)
To: vantage@yahoogroups.com
Date: Friday, November 21, 2008, 4:56 PM













I¹ll bite. :-) Which products then?



On 11/21/08 3:56 PM, "Robert Brown" <robertb_versa@ yahoo.com> wrote:

>

> As for other ERP software I'd rather be using, I know of two superior products

> at this mid-market price point (one FAR superior out of the box & the other,

> with far superior support) and, for low end/small company installs, another

> two (at 1/4 the cost) that do many things better than this system. (These two

> small company packages just aren't particularly scalable.)

>

>

> .

>

>



[Non-text portions of this message have been removed]
I have made a BAQ using the Customer table and the OrderHead table. My
Sales manager wants to print labels, but he only wants to see them for
Customers that have made purchases since we have gone Live on Vantage. When
I put in the criteria for my BAQ OrderDate > 01/01/2007, I only get valid
Customers. The problem is that I get a line returned for every Sales order
created since 01/01/2007 and the labels print 913 pages of mostly repeated
Customers.

Does anyone know of a field that only gets populated after a Sales order has
been created, but will only return one line? In Customer tracker, there is
a field under the Financial tab that show YTD Invoice payments, but we moved
into a new Fiscal year 25 days ago and this field will miss a lot of
Customers. Any ideas will be appreciated, thank you

Jeff



[Non-text portions of this message have been removed]
I suppose if try to to set the OrderHead table to summarized (after already having set up a entrydate criteria against it), the editor squawks at you that this is disallowed (even though Progress supports this)?

Depending upon your version, the lame home-made-by-a-twelve-year-old BAQ editor may be able to be tricked.

If not, you're screwed. Do it in Crystal or odbc/SQL.

Rob

--- On Tue, 11/25/08, Jeff Stockard <jeff.stockard@...> wrote:

From: Jeff Stockard <jeff.stockard@...>
Subject: [Vantage] Customer Report
To: vantage@yahoogroups.com
Date: Tuesday, November 25, 2008, 9:37 AM






I have made a BAQ using the Customer table and the OrderHead table. My
Sales manager wants to print labels, but he only wants to see them for
Customers that have made purchases since we have gone Live on Vantage. When
I put in the criteria for my BAQ OrderDate > 01/01/2007, I only get valid
Customers. The problem is that I get a line returned for every Sales order
created since 01/01/2007 and the labels print 913 pages of mostly repeated
Customers.

Does anyone know of a field that only gets populated after a Sales order has
been created, but will only return one line? In Customer tracker, there is
a field under the Financial tab that show YTD Invoice payments, but we moved
into a new Fiscal year 25 days ago and this field will miss a lot of
Customers. Any ideas will be appreciated, thank you

Jeff

[Non-text portions of this message have been removed]