The 2W Technologies Cloud, Infrastructure, and Epicor Consulting teams will engage with client stakeholders over a 5-week period to deliver a custom deployment of Epicor ERP on Azure and ensure stability, security, and performance outcomes. The final deployment is specifically designed to take advantage of the Microsoft Azure environment while running Epicor ERP.

Every configuration is unique and configured in partnership with the client teams, as a separate subscription within the client’s existing Microsoft Azure tenant. If no existing tenant is available, 2W will construct a new client-owned environment.

This deployment provides a significant reduction in the time to deploy Epicor ERP in a cloud environment, it is certified by Epicor, and it is correctly configured for a cloud environment – including endpoint bindings, SSL (Secure Sockets Layer) certificates, application and environment security, disaster recovery, and user experience.

Deployment Timeline

Week 1 – Discovery

Client Kickoff Call to introduce stakeholders and team leads

Virtual Senior-Level Workshop to discuss client user base and expectations; review and agree on deployment responsibilities, including any 3rd party integrations; and align on client access methods, including Epicor Smart Client, Published Application (Azure Virtual Desktop or Remote Desktop), and Kinetic Web Interface

Virtual Technical Workshop to review existing environment, Internet connectivity, Azure region selection(s), client network configuration, and any specific security or compliance requirements (ITAR, CMMC (Cybersecurity Maturity Model Certification), SOX, etc.)

Week 2 – Design

Weekly stakeholder call led by 2W Technologies Project Manager

Customize Epicor in Azure design to match client requirements, including all Azure Compute, storage, platform, and other infrastructure needs

Finalize planned integration to client network(s), VPN (Virtual Private Network) configuration, and security system configurations

Confirm client customization requirements, access to existing Epicor ERP licensing, and access to existing data for migration (if applicable)

Confirm client access to public DNS (Domain Name Service) records

Week 3-4 – Implementation

Weekly stakeholder calls led by 2W Technologies Project Manager

Create subscription in client-owned Azure tenant and configure Identity and Access Management

Setup Virtual Networking and configure to match design specification

Client setup of required user accounts and scoped access for deployment

VPN configuration and connectivity testing

SSL and DNS configuration for internal and external application access

Deploy compute resources and install Epicor ERP at desired revision level (version)

Configure application authentication

Provision third party VMs (virtual machines) or other resources as needed

Create and configure compute and database backups

Create and configure application and resource alerting and monitoring

Setup resource scaling and cost management tools

Migrate existing Epicor ERP data (if applicable)

Schedule validation testing and client handoff

Week 5 – Client Handoff

Client Software install for test user(s)

Stakeholder call led by 2W Technologies Project Manager, including demonstration of access to Epicor Demo database and access to migrated client data (if applicable)

Virtual Technical Workshop, including demonstration of access to Azure environment and all client resources in Azure

Schedule follow-up for any added services needed

Deliverable Assets

Week 1

Project plan, including timeline

Team contact information

Capture of workshop findings and recommendations

Week 2

Design documents including resource needs and estimate recurring (ongoing) Azure costs

Planned connectivity diagram

Required and/or recommended changes for integration with client network(s)

Weeks 3-4

Subscription access and info

Updated deployment documents, including any changes from initial design

Application configuration document, with resource names and access information

Deployment of 4 ERP environments (Live, Pilot, Test, Demo)

Database maintenance schedules

Backup and recovery instructions and documentation of retention policies

Delivery of alerts to client specified endpoint(s) or email addresses

Secure transfer of keys and credentials in use

Week 5

Client installation instructions

Final update to deployment documents and credentials

Contact info and schedule for follow-up activities

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