Epicor Insights 2026 · Panel

Improvements that paid off.

The initiatives that made the biggest impact, and the training, SOP and adoption habits that kept the results going.

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Delivery efficiency example

ETA Notification History

A view we created to track how accurate our delivery window is for every stop.

  1. The night before, the customer gets a two-hour window for their delivery the next day.
  2. On site, the driver taps Arrive in the delivery app. That puts a time stamp in our system.
  3. Inside the window = success. If we arrive within the two-hour window we told the customer, it counts.
  4. Every day, we measure success % across a high quantity of stops.
ETA Notification History view showing ETAs sent, met original ETA, percent met, updates sent and no arrival date by day

One row per day: ETAs sent, how many met the original window, % met, updates sent, and stops with no arrival stamp.

Drill into every stop

The detail view shows each stop: the window we promised, when the driver actually arrived, whether we met it, and how many updates the customer got along the way.

ETA Notification History Detail view with one row per stop: original ETA, window start and end, actual arrival, met ETA, variance and number of updates

Tap to enlarge. Customer contact info is blurred.

More coming soon

More examples and downloads from this session will be posted here.