Name
Customer-Led: Automating Kinetic Intercompany Transactions with Automation Studio, Powered by Workato
Date & Time
Thursday, May 8, 2025, 10:20 AM - 11:10 AM
Description
Come hear from Lindsey Johnson with Miner Enterprises as they share their journey transitioning from Service Connect with Epicor [Vantage] 8 and 10 to Automation Studio for intercompany transactions, focusing on ease of use and future upgrades.
Key highlights include how Miner Enterprises:
- Evaluated multi-company setup options but found them to create more friction for their specific requirements
- Went live with Kinetic 2024.1 on January 2nd, 2025, using Automation Studio
- Made workflows allow seamless syncing of sales orders, purchase orders, and invoices
- Achieved full replication and improvement of Service Connect functionalities without custom code
Session Level
Advanced, Beginner
Solutions
Kinetic, Automation Studio
Industry
Manufacturing
Audience
Finance, IT, Operations, Other, Sales
Session Type
Success Strategies
Topics 2025
Integration and Automation