Salesforce Epicor Case Study

Salesforce Epicor Case Study

Yaskawa Logo
Yaskawa Logo
Yaskawa Logo

Data Sync Between Salesforce and Epicor

Yaskawa Motoman partnered with Smart Data to replace its unreliable integration between Epicor and Salesforce. The result was a faster, more stable connection delivered on time, under budget, and with enhanced maintainability for internal teams.

Client

Yaskawa Motoman

Industry

Manufacturing

Engagement Type:

Hybrid Offshore Model

Salesforce to Epicor Integration for Yaskawa showing Yaskawa Machinery
Salesforce to Epicor Integration for Yaskawa showing Yaskawa Machinery
Salesforce to Epicor Integration for Yaskawa showing Yaskawa Machinery

Project Overview

Yaskawa Motoman, the second-largest robotics company in the Americas, needed a more reliable way to integrate its ERP system, Epicor, with Salesforce. The company’s previous integration was error-prone, slow, and difficult to update. Even minor changes required weeks of effort. Motoman engaged Smart Data to rebuild the connection from the ground up using a more scalable and maintainable approach.

Project Challenge

Motoman’s existing Salesforce-Epicor integration presented multiple problems:

  • Data syncs between systems could take up to 10 minutes

  • Frequent sync failures and errors disrupted operations

  • The system was brittle and costly to maintain

  • Updates or small changes required long development cycles

  • The offshore development team had to learn Epicor and navigate time zone differences

Despite these challenges, the timeline was tight, and the solution had to be ready quickly and reliably.

Project Approach

Smart Data used an Agile methodology based on Scrum to keep the project focused and flexible. The team structure and collaboration included:

10 total development sprints

10 total development sprints

10 total development sprints

Daily Scrum, Sprint Planning, Review, Retrospective, and backlog grooming

Daily Scrum, Sprint Planning, Review, Retrospective, and backlog grooming

Daily Scrum, Sprint Planning, Review, Retrospective, and backlog grooming

Hybrid communication between onshore and offshore teams, scheduled for morning in Ohio and evening in India

Hybrid communication between onshore and offshore teams, scheduled for morning in Ohio and evening in India

Hybrid communication between onshore and offshore teams, scheduled for morning in Ohio and evening in India

Clear documentation for handoff and in-house testing

Clear documentation for handoff and in-house testing

Clear documentation for handoff and in-house testing

Direct collaboration with Motoman’s technical stakeholders to ensure alignment

Direct collaboration with Motoman’s technical stakeholders to ensure alignment

Direct collaboration with Motoman’s technical stakeholders to ensure alignment

While developers had prior Salesforce and integration experience, learning Epicor was part of the ramp-up. The team followed a strict process to minimize rework and reduce risk.

Project Results

Integration completed on time and under budget

Integration completed on time and under budget

Integration completed on time and under budget

New sync speed reduced from 10 minutes to under 10 seconds

New sync speed reduced from 10 minutes to under 10 seconds

New sync speed reduced from 10 minutes to under 10 seconds

System is now stable, maintainable, and easier for internal teams to support

System is now stable, maintainable, and easier for internal teams to support

System is now stable, maintainable, and easier for internal teams to support

Delivered with additional features ahead of schedule

Delivered with additional features ahead of schedule

Delivered with additional features ahead of schedule

Motoman expressed intent to work with the same team again

Motoman expressed intent to work with the same team again

Motoman expressed intent to work with the same team again

6% under budget
Project completed one week early

Key Technologies

Key technologies included Salesforce Sales Cloud, Apex, custom API integrations, and Epicor ERP connectivity. The team also used Agile project tools such as JIRA and Confluence and followed strict QA and deployment protocols for stability and performance.

Our Work

Related Work