Affordable Fixed Fee ERP solutions

Who we are

Regal Research has spent more than twenty-five years running Epicor (Vantage, Epicor 9/10, and now Kinetic) in a high-mix, precision manufacturing environment. We’ve lived through the same challenges you face:

  • Implementations that drag on

  • Upgrades that break critical processes

  • Customizations that no one wants to own

To solve this, we made a deliberate choice years ago: instead of relying solely on outside help, we hired Epicor consultants and developers as full-time staff. Since then, we’ve:

  • Implemented and re-implemented Epicor across multiple versions

  • Delivered major upgrades (on-prem and cloud)

  • Built mobile apps and external integrations

  • Productized solutions like invoice automation and an Epicor-aware AI chat assistant

We are Regal Research Solutions Group – a fully insured provider of Epicor consulting and solutions, backed by a real manufacturing operation that runs Epicor every day.

Whether you need a full program of services or a focused 2-hour consultation, we can help.

Contact us with a brief description of your Epicor landscape and current challenges, and we’ll respond with a clear plan, options, and transparent pricing.

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We offer a comprehensive portfolio of Epicor Kinetic services, from strategy through execution and ongoing support.

Expand each service below for details

  • Before touching a single customization, we help you understand where you are and where you should go.

    Key Focus Areas

    • System health checks (performance, stability, configuration)

    • Process and workflow reviews by function (quote-to-cash, procure-to-pay, plan-to-produce, etc.)

    • Cloud vs. on-premise evaluations

    • Upgrade and re-implementation roadmaps with risk, timeline, and budget

    • “Second opinion” and project rescue engagements

    Typical Deliverables

    • Prioritized roadmap

    • Quick-win list

    • Realistic multi-phase plan that your team can execute with or without us

  • Our team includes full-stack developers and Epicor specialists. We build inside Kinetic when it makes sense, and outside when that’s the better architectural choice. 

    Inside Epicor 

    • BPMs and Method Directives (server and client) 

    • Epicor Functions & Function Libraries for reusable logic and clean APIs 

    • Application Studio / UI customizations for Kinetic screens 

    • Business Activity Queries (BAQs), updatable BAQs, and configurator logic 

    • Custom dashboards, trackers, and personalization frameworks 

    Outside Epicor 

    • REST v2 integrations and microservices for secure data exchange 

    • Mobile / tablet applications for shop floor, warehouse, and field service 

    • Integrations with PLM/CAD, MES, QMS, CPQ, EDI, shipping, ecommerce, and CRM platforms 

    • Azure-based services (Functions, Service Bus, Logic Apps, API Management) to connect Epicor to your broader ecosystem 

    We put a strong emphasis on maintainability—clean design, documentation, and handover so you’re not dependent on a single developer. 

  • If you don’t want to hire a full-time Epicor administrator, we can fill that gap. 

    • Part-time “virtual Epicor admin” services 

    • Triage and resolution of Epicor issues and user tickets 

    • Environment housekeeping (user security, menu maintenance, company/site setup, task scheduling, etc.) 

    • Governance for customizations, naming standards, and change control 

    • Mentoring for your internal “super users” 

    You get senior-level help without carrying a full-time headcount. 

     

    Kinetic ERP – Training & Change Management 

    Epicor succeeds or fails based on user adoption. We support the people side of the project as much as the technical side. 

    • Role-based training for planners, buyers, schedulers, production, warehouse, and finance 

    • Train-the-trainer programs for internal champions 

    • SOPs, quick-reference guides, and short video walkthroughs 

    • Targeted “process labs” where users practice real scenarios in a safe environment 

    • Executive and management coaching on using Epicor data to run the business 

    Our training is grounded in real manufacturing workflows—not generic demos.

  • Kinetic ERP – Invoice Automation Solution 

    End-to-End AP Invoice Automation with No Recurring License Fees 

    For organizations that process a high volume of AP invoices, we offer a turnkey invoice automation kit designed specifically to feed Epicor. 

    • One-time licensing model – no per-invoice or per-user SaaS fees 

    • Hardware and software bundle for scanning/capture and secure storage 

    • Automated data extraction and validation against Epicor (vendor, PO, amounts, etc.) 

    • Exception queues for invoices that need human review 

    • Direct creation of AP invoices in Epicor with full audit trail 

    • Configurable workflows for approvals and coding 

    Ongoing maintenance is handled as standard consulting services, scheduled when it suits your downtime and budgeting—no forced platform upgrades on someone else’s timeline. 

    Kinetic ERP – AI Chat Assistant for Epicor 

    We provide an AI chat solution that understands your Epicor context and your manufacturing processes. 

    Typical Use Cases Include 

    • “How do I…?” help for end users (transactions, screens, and process steps) 

    • Natural-language access to curated reports and BAQs (e.g., “What jobs are late today?”, “Show me open POs for supplier X”) 

    • Guided troubleshooting for common issues (failed jobs, mismatched inventory, partial receipts) 

    • Training reinforcement: users can ask questions instead of re-reading long SOPs 

    • Secure access to internal documentation (SOPs, work instructions, internal FAQs) 

    Architecture Options Include 

    • On-prem or private-cloud deployment 

    • Integration with your identity provider and Epicor security model 

    • Configurable data boundaries so the assistant only has access to what you choose 

    We’ll work with you to define safe, high-value use cases and roll out the assistant incrementally, so it builds trust with your users. 

  • Whether you’re moving from spreadsheets, another ERP, or an older Epicor version, we can guide you from first workshop to go-live. 

    What We Deliver 

    • Implementations from legacy systems to Kinetic (including data strategy & cutover) 

    • Re-implementations from Vantage/Epicor 8/9/10 to modern Kinetic UX 

    • Module selection, scope definition, and phase planning 

    • Conference room pilots, user acceptance testing (UAT), and go-live support 

    • Post-go-live stabilization and continuous-improvement cycles 

    Because we’re a manufacturer ourselves, we design processes that actually work on the shop floor—not just on a whiteboard. 

  • Cloud flexibility, without giving up control of your version or upgrade schedule. 

    We offer fully managed Epicor Kinetic hosting in: 

    • Microsoft Azure 

    • Azure Government for organizations with heightened regulatory or security needs 

    Typical Services Include

    • Environment provisioning and scaling (DEV, TEST, TRAIN, PROD) 

    • Database and application server configuration 

    • Monitoring, backup strategy, and disaster recovery design 

    • Security hardening and identity integration (e.g., Azure AD/Entra ID) 

    • Coordination of Epicor patches and upgrades on your schedule 

    If applicable, we can operate under and reference the ITAR registration of our parent organization, ensuring alignment with your aerospace & defense or regulated-industry requirements.

  • Data makes or breaks every project. We use Epicor’s Data Management Tool (DMT) extensively for both one-time projects and ongoing operations. 

    Data Migration & Cutover 

    • Data strategy (what to migrate, what to purge, and how clean it needs to be) 

    • Template design and mapping for master data (customers, vendors, parts, BOMs, routings, resources, GL, etc.) 

    • Historical and open transaction migration (open orders, jobs, POs, AR/AP, inventory) 

    • Trial conversions and reconciliation support 

    Ongoing Data Loads & Maintenance 

    • Scheduled / recurring DMT loads (pricing updates, mass part attribute changes, count tags, etc.) 

    • PlayList design for multi-step or multi-table loads 

    • Data quality and governance routines (duplicate detection, validation, exception handling) 

    • “DMT as a service” – we can own and run your recurring DMT processes so your team doesn’t have to 

    We can either build a self-service DMT framework for your internal team or handle the heavy lifting on your behalf. 

  • You shouldn’t have to hunt for answers in Excel exports. 

    We help you design a reporting and analytics approach that lets your users get answers quickly and reliably. 

    • Operational reporting with BAQs, dashboards, trackers, and SSRS 

    • Financial and executive reporting for KPIs, profitability, and capacity utilization 

    • Data models to feed external BI tools (e.g., Power BI, other analytics platforms) 

    • Standardized semantic layers so power users can self-serve new reports safely 

    • Audit-friendly reporting for regulated environments 

    We can help you establish a consistent reporting approach so new questions don’t always require a new project. 

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