Webinar Recording

Achieving A Painless Migration of Your Preferred Reports and Budgets into EFP from Excel and other Systems

Webinar Recording

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View the webinar and witness the newest capabilities within EFP that will allow you to recreate your preferred report and budget sheets format within EFP while ensuring you are not met with the same perennial problems. In addition, EFP will show you a different and effective way of reporting, budgeting & forecasting, and consolidating than you do today.

In this webinar, we will answer the following questions:
  • If I want to switch from my current reporting or budgeting system to EFP, what capabilities do I lose or gain?
  • How can I migrate specific report and budget formats into EFP?
  • Do I need a consultant to recreate my preferred reports and budgets?
  • What out-of-the-box features do I get with EFP?
  •  How long does it take to implement EFP?


Hakan Ebersjo
​CCO, DSPanel

Hakan Ebersjo has over 25 years experience in providing consultation services to Epicor Customers. He is now the CCO of DSPanel, the company behind Epicor Financial Planner. 

About Epicor Financial Planner

Epicor Financial Planner (EFP) delivers full financial reporting, planning, budgeting, performance management, and consolidation capabilities that complement your selected combination of ERP and line of business systems. It is designed to support a multitude of moderately complex to very complex business issues and is designed to scale as your business grows in revenue and complexity. For specific requirements and questions, you may contact us here.