Epicor Certified Technical Consultants

Your Epicor / Kinetic
Technical Partner

Over a decade specializing in Epicor ERP — from legacy version upgrades to full Kinetic cloud deployments. We turn complex implementations into competitive advantages for manufacturers and distributors across North America.

Scroll
10+
Years of Experience
500+
UI Customizations
100+
Version Upgrades
2
Delivery Models: Cloud & On-Prem

Epicor / Kinetic Technical Services

End-to-end technical consulting for every layer of your Epicor ecosystem — from the database to the browser.

Version Upgrades

Seamless upgrades from Epicor 9, 10.x, and earlier versions to Epicor Kinetic — on-premises and cloud-hosted environments.

E9 → Kinetic Cloud Migration Data Migration

UI Customizations

Hundreds of bespoke UI customizations — form extensions, custom toolbars, conditional logic, and embedded grids tailored to your workflows.

Kinetic UI Ice Tools Custom Forms

BPMs & Business Logic

Business Process Management directives — pre/post-processing, in-transaction validations, custom method directives, and event-driven automation.

Directives Workflows Automation

BAQs & Reporting

Advanced BAQ design, multi-level sub-queries, BAQ Reports, Report Styles, and SSRS integration — from operational dashboards to executive reports.

BAQ / UBAQ SSRS Dashboards

Service Connect & Functions

Epicor Service Connect orchestration for third-party integrations, EDI, and internal workflows. Epicor Functions for modern REST-based business logic.

ESC Workflows REST APIs EDI

Dashboards & Analytics

Interactive Epicor dashboards with tracker views, charts, and quick-search panels — giving your team real-time operational visibility.

Tracker Views Charts KPI Panels

Built on Real-World
Epicor Experience

On-Prem & Cloud Expertise

Equally proficient with hosted infrastructure and Epicor SaaS deployments.

Performance-First Approach

Every BAQ and customization is reviewed for query performance and scalability.

Knowledge Transfer Included

We document and train your team so solutions are sustainable long-term.

10+ Years
Epicor

Deep Epicor Roots.
Zero Learning Curve.

Pérez Mejía Consulting was built by practitioners who have lived inside Epicor since its earliest versions. We don't learn on your project — we bring accumulated expertise from day one.

  • Full Upgrade Lifecycle Management

    Assessment, planning, execution, and post-go-live support all handled by our team.

  • Cross-Module Customization Experience

    Finance, manufacturing, supply chain, CRM — we've customized every module.

  • Agile Delivery, Fixed Scope Options

    Flexible engagement models from time-and-materials to fixed deliverables.

  • Bilingual Support (English / Spanish)

    Serving clients across Mexico, the US, and Latin America seamlessly.

Technical Depth Across
Every Epicor Layer

We work across the full Epicor technical stack — from server-side logic to client-facing interfaces.

01

UI Customizations

Ice Tools, Kinetic UI Framework, custom layered extensions, embedded dashboards, and form events.

02

BPM Directives

Pre/post-processing, in-transaction validation, method directives, and C# code actions.

03

BAQ & Reporting

Advanced BAQs, UBAQs, calculated fields, sub-queries, Report Style RDLC design.

04

Service Connect

Multi-step orchestration workflows, SOAP/REST connectors, scheduled jobs, and error handling.

05

Epicor Functions

Serverless business logic via Epicor Functions REST library — reusable and version-upgrade safe.

06

Version Upgrades

Upgrade path analysis, customization migration, data validation, and cut-over planning.

07

Cloud & On-Prem

Epicor SaaS, Azure-hosted, and traditional on-premises deployments — all supported.

08

Dashboards & Analytics

Tracker views, chart panels, quick-search dashboards, and Power BI integration.

Let's Talk About
Your Project

Whether you're planning a version upgrade, need a complex customization, or want to evaluate your current Epicor setup — we're ready to help.

Phone / WhatsApp
Coverage
Mexico · USA · Latin America

Send Us a Message

We typically respond within one business day.

Message sent! We'll be in touch shortly.