Epicor’s Automation Studio isn’t just powered by Workato—it is Workato.
And yet, thanks to seamless white-labeling and customization, the ERP’s 2.3 million daily users would never know. As Principal Product Manager, Umang Bhatt described at World of Workato 2025, the partnership runs so deep that for all intents and purposes, “we are one.”
And it goes far beyond branding. It’s how Epicor overhauled their integration strategy, unlocked remarkable growth, and continues to exceed expectations across a global customer base.
Umang shared all of this and more on the Las Vegas stage, detailing Epicor’s path to success with Workato’s Embedded Platform and handing over their exact blueprint so other ISVs can do the same.
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“The one who owns the integration owns the customer”
After more than 50 years in business, Epicor’s presence spans over 150 countries and 23,000 businesses, supporting “small mom and pop shops to companies supplying parts for the defense industry,” according to Umang.
And when every team and vertical brings their own distinct apps, workflows, and requirements that don’t fit a one-size-fits-all mold, integration becomes the make-or-break differentiator.
“Flexible, scalable connectivity is essential not just for delivering real value, but for survival,” Umang explained. “If our ERP couldn’t adapt, customers could easily jump ship for another platform that will.”
The challenge was two-sided: How could Epicor compete with larger-scale ERPs while helping their customers stay competitive too?
Building integrations in-house wasn’t sustainable. Custom projects piled up, delivery lagged, and market pressure mounted. Epicor needed a partner who could scale with their diverse customer base.
That’s when they found Workato.
More than a partnership—a marriage
A shared philosophy drew Epicor and Workato together: the customer always comes first.
The result of that partnership? Epicor’s Automation Studio.
By embedding Workato directly within Epicor’s ERP, every customer gained the flexibility to create recipes, whether they had a technical background or not—and the experience is truly seamless. Users interact with what appears to be Epicor’s Automation Studio, when in fact, they’re building in Workato.
As Umang described it: “Whether customers say Automation Studio or Workato, for them it’s one company.”
This “one company” philosophy also supports every customer interaction. Customers work directly with Epicor for front-line support, with Workato stepping in for more technical questions.
It’s a hands-on partnership to say the least. Between regular strategy meetings, joint product roadmaps, and shared customer success initiatives, Workato is always on the line, responding to portal requests in under two days or adjusting documentation within 24 hours, proving their commitment to Epicor’s success.
Real results from real customers
The proof is in the use cases. And more importantly, who’s building them. Within Epicor’s vast customer base, people across departments are creating everything from PO approvals to shipping notifications, with expansions into Shopify and Amazon seller automation on the horizon.
“The people who write recipes on our side are not IT people,” Umang noted. “They’re finance folks keeping books up to date, or business analysts. We’ve just given them the tools they need.”
Field Fastener redefined check fraud prevention and new product creation through integration. In their words: “The team’s ability to automate 99% of their requests using Automation Studio has transformed nearly every manual process they identified.”
Miner Enterprises overcame their on-premises hesitation to automate ERP intercompany transactions, saving $100,000 in consulting fees and eliminating human error.
Stephen Gould Corporation accelerated delivery timelines dramatically, completing a planned one-to-two month C# project in just one-to-two weeks with Automation Studio.
But what’s impressed Umang most is a small doors-and-windows manufacturer in Australia that’s written 121 recipes using the Automation Studio. “I never would’ve imagined it,” Umang reflected, proving how accessible the platform truly is.
From 3 connectors to market leadership (in just 3 years)
Umang’s reflection captures the magnitude of what happened: “We knew Automation Studio was going to make a huge difference, but we had no idea what growth we were going to get into.”
Since hard-launching the Workato partnership and Automation Studio at Epicor’s Insights conference in 2022 with just three connectors, the expansion has been staggering:
- 3x annual growth for Automation Studio since launch
- 75% increase in Workato billing over two years
- 9 connectors deployed (up from three), with two released in the past six months
- 125+ pre-built recipes for PO approvals, shipping alerts, e-comm workflows, and more
- 2x increase in customer connections in just the last 12 months
Plus, Epicor’s financial impact matched the metrics. “Our revenue jumped from five digits in 2022 to seven digits today,” Umang shared.
The partnership’s success extends beyond internal numbers. Automation Studio became Epicor’s fastest-growing SaaS application and helped propel the company to leader status in Gartner’s 2023 Magic Quadrant for Cloud ERP—alongside recognition as Cloud ERP Vendor of the Year and winning multiple industry awards for technology innovation.
For other ISVs considering embedded integration, Umang’s message was clear: the right partnership can transform both customer experience and business outcomes.
Ready to own your integration strategy?
Epicor’s journey proves what’s possible when you embed best-in-class integration: outsized customer impact, operational efficiency, and massive growth across industries and company sizes.
Their secret? Continued investment in the partnership, ongoing value delivery to customers, and leveraging Workato’s Embed Partner Program to scale seamlessly. Talk to an integration expert today to turn integration into your engine for retention and revenue.