Case studies
MES

E.F. Bailey Company Epicor MES Optimization Case Study

Case study showing how Epicor Application Consulting improved pricing import, inventory classification, and AR processes for an industrial distributor.

Published
June 4, 2026
Read time
3 min read
Source

E.F. Bailey Company, a Seattle-based industrial distributor with 11-50 employees, engaged Epicor Professional Services to maximize its existing Epicor solution. The engagement focused on automating manufacturer price updates, reclassifying inventory by movement velocity, and establishing AR intervention thresholds. Within 2.5 months, AR days fell 31 percent, profit margins rose 1.5 percent, and annual inventory investment is projected to drop 10 percent.

Key takeaways

Automated price import reduced manual entry errors and shortened update cycles from weeks to immediate

Inventory reclassification by velocity enabled economic order quantities and cut annual carrying costs

AR monitoring formulas and escalation rules lowered average collection period by 31 percent

Profit exception reports shrank from four pages daily to two or three line items

Ongoing biannual consulting visits recommended to sustain continuous process gains

Market overview

SCR methodology note

Vendor landscape

Leaders

Implementation considerations

Important consideration