Epicor Cross-Platform

Epicor Automation
Studio
Powered by Workato
Epicor Cross-Platform

Integrate your
Epicor products
and automate
your workflow
send-to-end
across your apps,
data, and teams.
The Integration Problem
By not implementing integrations, employees at enterprise
organizations can’t access the data theyneed in the apps they
use every day, such as Salesforce, ADP, and ServiceNow. This
creates data silos, where employees are forced to: search for
data across apps, re-enter data several times, and constantly
context-switch across applications to accomplish tasks.

2 | Epicor Automation Studio

 Epicor Cross-Platform

“Automation Studio solves a real need that we

have in our growing business which is the ability
to connect other systems quickly and easily to
our instance of Epicor.”
David Holm, President | Kiski Precision Industries,
a wholly owned subsidiary of Aerotech, Inc.

Empower Your Citizen Integrators

• App Marketplace with 1,000+ Connectors

• Social Community with 400,000+ Recipes

• Low Code/No Code

The Challenges of Integration

A viable integration solution requires more than just transporting single data objects across applications. It requires multi-
step processes with business logic, workflow capabilities, one-to-many or many-to-one data mappings, and more.

Some of the issues we see with integration solutions today:

• Powerful integration products are oriented toward technical users, while citizen integrator products sacrifice
capability for usability.

• Adding new, complex integrations can involve long implementation times, spanning months, while new apps are
coming online much faster than that.

• Integration platform products are relatively high cost, sometimes costing more than the applications being connected.

• IT needs visibility into the integration processes. Where necessary, it should be possible for IT and business users to
collaborate in creating and managing integration solutions.

Epicor Automation Studio | 3

Epicor Cross-Platform

Bridge the Business/IT Gap

• Automation Studio is an intelligent automation tool embedded in Epicor
that makes it viable for business users to act as citizen developers and
integrators in collaboration with IT for governance:

• Cloud platform for elastic, serverless operation

• Covers all use cases for all departments

• Self-service access to connectors and recipes

Connect Epicor to 1,000+ External Apps

• Modern robotic process automation(RPA) combines fit-for-purpose
technologies such as APIs for robust and reliable interactions with modern
systems, parsers for leveraging information from documents or images, and
scraping technologies for web sites and older systems.

• Embedded Epicor connector forexternal apps, as well asinternal app-to-app

• Connector selections for everydepartment

“By 2025, more than 75%

of the midsize, large and
global organizations will
establish integration strategy
empowerment teams to support
collaborative integration, up
from 40% in 2021.”
Gartner® Report: “Ensure Your Integration Strategy Supports Modern Integration Trends,”
Published February 23, 2021

Harness Crowdsourced AI
A recipe is an automation consisting of a trigger and one or more resulting
actions. Automation Studio uses machine learning (ML)to analyze the
400,000+ available community recipes and make recommendations when you
are building your own recipes.

• Published recipes are opensource and available for ML analysis and for you
to reuseand adapt.

• Recommends next steps in the recipe based on work done by others in

similar recipes.

4 | Epicor Automation Studio

 Epicor Cross-Platform

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Less work. More flow.

Automation Studio, powered by Workato, addresses integration and automation issues with an
enterprise-class integration tool that can be governed and monitored by IT, but that also offers the
ease of use and low barrier to entry expected from consumer applications.

Digital Transformation at the Heart of New Business Models

Automation Studio excels in how it incorporates 3rd platform technologies so necessary for modern digital
transformation:

• Cloud: Workato is the first low-code/no-code cloud • Social: The Automation Studio Community gives access
native version of an enterprise integration platform, to400,000+ published recipes that you can use and
disrupting legacy solutions in the integration space. adapt.

• Big Data: Cloud integration enables parsing and • Mobile: All major SaaS-based mobile apps have
collecting data from Big Data sets in the cloud, such connectors in Automation Studio.
as weather and traffic, consumer buying behavior and
other business insights.

“[Our] workforce increased to about 43%, but

my service desk team didn’t increase at all. It
remains the same. That gives you another view
of scalability.”
Head of Enterprise End-user Services & Experience | Software Company (Workato Customer)

Epicor Automation Studio | 5

We’re here for the hard-working businesses that keep the world turning. You’re the companies that make, move, and sell the things
we all need. Trust Epicor to help you do business better. Your industry is our industry, and we understand you better than anyone.
By working hand-in-hand, we get to know your business almost as well as you do. Our innovative industry solution sets are carefully
built to fit your needs and respond flexibly to your fast-changing reality. We accelerate ambitions, whether you want to grow
and transform, or simply become more productive and effective. That’s what makes us the essential partner to the world’s most
essential businesses.

Contact Us Today: [email protected] | www.epicor.com

This document is informational only. Epicor Software Corporation makes no guarantees, representations, or warranties to the information and disclaims, any implied warranties, such
as fitness for a particular purpose, merchantability, satisfactory quality, or reasonable skill and care. Testimonials are unique to the particular user and may vary. Epicor and the Epicor
logo are trademarks of Epicor Software Corporation. Other trademarks are the property of their respective owners. Copyright © 2023 Epicor Software Corporation. All rights reserved.
Rev. Date June 29, 2023.