Find out where your operation loses time and money.
In the free diagnosis, Epicora talks to the people who run the work, maps the workflow and the numbers, and delivers your company's opportunity map within a week.
- No cost, no commitment
- On site or by video call
- Map within 1 week
- The order arrives on WhatsAppLeak: Order forgotten in the group chat
- Someone copies it into a spreadsheetLeak: A typo that turns into a $2,000 loss
- Finance checks it in another spreadsheetLeak: Everything stops when she goes on vacation
- Only one person knows how to close the month
3 leaks found
Three signs the diagnosis is worth it
The information lives in different spreadsheets.
Each team has its own version of the number, and every meeting starts by arguing which one is right.
Everything stops when one person is out.
The process lives in someone's head, not in a tool. Vacations become a risk.
Mistakes only show up once they are expensive.
Nobody sees the problem along the way. It surfaces at month-end, on the invoice or with the customer.
What the diagnosis week looks like
One week, from the first coffee to the map in your hands.
Day 1A conversation with the people who run the work
At your company in Chapecó and the surrounding region, or by video call anywhere else. We look at the work as it is actually done, not as it is written down.
The following daysMapping the workflow and the numbers
Spreadsheets, systems, messages and rework: where information comes in, where it goes and where it gets lost.
By day 7Delivery of the opportunity map
A meeting to present what we found and the recommended first step. The map is yours to keep, whether you hire us or not.
What you get: the opportunity map
A short document in business language: what is holding you back, how much it weighs and where to start.
Opportunity map
Sample company · Manufacturing · 40 people
| Area | What holds it back | Impact | Path |
|---|---|---|---|
| Finance | Reconciliation across three spreadsheets | High | Technology |
| Sales | Orders arrive on WhatsApp and get lost | High | Technology |
| Operations | Month-end close only one person knows | Medium | Consulting |
| Team | The team doesn't use the tool it already has | Medium | Education |
Recommended first step
Bring orders and reconciliation into a single system. In parallel, document the month-end close.
Three paths. The diagnosis shows which one.
Sometimes the first step is not a system. When it isn't, we say so.
Technology
Management systems, apps, integrations and AI automation, built around the rules of your business.
See our solutionsConsulting
Process and operations management: designing the workflow, defining owners and metrics before any software.
Education
A team ready to use technology and AI day to day, starting with the tools the company already has.
Results from companies that already work with Epicora
- 11,364financings processedIdeal VeículosSee the case: Ideal Veículos
- 444active clients on Team Garin Pro, the new app, as of October 23, 2026Team GarinSee the case: Team Garin
- 104%of the network target in the first full monthFitness AcademiaSee the case: Fitness Academia
- 10cities in 3 states with a registered professional, as of October 23, 2026HelpeSee the case: Helpe
“We moved from spreadsheets that could no longer cope to a system where we access everything strategically. The process was smooth, with the team always close, and the solution turned out even better than we imagined.”
Frequently asked questions
Is the diagnosis really free?
Yes. The diagnosis and the opportunity map cost nothing and don't commit you to anything. If it makes sense to move forward, a proposal comes afterwards, with a written scope.
Do I need to know I want a system?
No. The diagnosis exists to find the first step, which may be a system, a process adjustment or training for the team.
My company isn't in Chapecó. Does it work?
It does. In Chapecó and the surrounding region the conversation happens in person; anywhere else, by video call, with the same map at the end.
What happens after I send the request?
Epicora replies on WhatsApp to schedule the conversation. From there, the map arrives within a week.
Request your diagnosis
It takes a minute. We'll reply on WhatsApp to schedule the conversation.
- No cost, no commitment
- In person in Chapecó and the region, by video call elsewhere
- Opportunity map within 1 week