Transitioning your eCommerce store to a new agency can feel like a daunting task, especially when you are running a complex, business-critical integration between Magento/EC and your Epicor ERP. Whether you are dealing with prolonged upgrade cycles, communication hurdles, or a technical roadmap that has stalled, finding the right development and support partner is essential for your long-term growth.

At Yoma, we have built our agency around long-term partnerships, technical transparency, and a proven track record with complex B2B and B2C eCommerce platforms. Here is a look at how our transition process works and how our team takes you from initial discovery to proactive, future-proof development.

Why Brands Choose Yoma

We aren’t just outsourced developers; we act as a true solutions partner. Since 2006, we have specialized in digital marketing and eCommerce, working with independent and global brands alike. Our dedicated eCommerce credentials include:

• Deep Magento Expertise: We were one of the UK’s first Magento agencies and have completed 100+ Magento implementations, supporting over 4 million annual transactions.
• Epicor & EC Integration Specialists: A history of successful Epicor Commerce Connect (ECC) projects dating back to 2016, with deep B2B and B2C integration experience.
• eCommerce & ERP Working in Unison: We bridge the gap between eCommerce frontend UX and ERP backend operations, giving you a scalable, future-proof offering.
• Full-Service Capabilities: From UX design, third-party integrations, and hosting to full-service digital marketing (SEO, PPC, Display, CRO, and Email), we support your growth long after go-live.

Our 2-Step Transition & Onboarding Framework

When taking over an existing Epicor Commerce/Magento site from another agency, our primary goals are risk mitigation, code transparency, and establishing a clean development framework.

Phase 1: Investigation & Discovery

Before writing new code or making platform changes, we conduct a comprehensive audit to understand the health of your current build:

• Complete Site Audit: Using secure SSH and Admin access, we inspect your Magento architecture, custom modules, database health, and Epicor Commerce setup..
• Client Feedback & “Go/No-Go” Assessment: Once our audit is complete, we present our findings directly to you. We highlight any specific technical or security areas of concern and provide a clear go/no-go outcome on whether the site is ready for onboarding or if critical remediation is required first.
• Functionality Specification & Documentation: We document existing and required customizations to ensure our team has a crystal-clear operational blueprint of your site. While this documentation is created primarily for our internal reference, it is fully available to be shared with you upon request.

Phase 2: Technical Onboarding

Once discovery is complete and we reach a positive “go” decision, we transition your store into our structured development framework to enable multi-operative, proactive development:

• Environment Creation: We set up dedicated Local Development environments so changes can be rigorously tested without disrupting live operations.
• Code Repository Setup: We implement clean version control of the codebase. This provides protection and back up options. 
• Dedicated Project Management: We align our workflows, communication channels, and deployment pipelines with your internal stakeholders.

Ongoing Support: Scalable Retainer Packages

After onboarding, we are then positioned to support the site through any requested or required upgrades that might be included in your SaaS licence.

Additionally, we offer more proactive engagements as structured quarterly Retainer Packages tailored to the complexity of your solution. We support everything from design support to complex custom code, third-party integrations and bespoke feature builds.

• Dedicated Account Manager: You are assigned a dedicated consultant who works with you to achieve the best solutions to maintain and improve your website.
• Flexible Quarterly Billing: Time is allocated across regular quarterly blocks, giving you the flexibility to use your support hours when you need them most across the quarter.
• Transparent reporting: Live reporting dashboard of tasks with hours usages and availability. 
• Proactive Enhancements: Instead of just reacting to issues, we use our time to recommend custom improvements, streamline Magento and EC upgrades, and deliver against your long-term roadmap.

Proven Success: Transitioning Brands to Growth

Our onboarding and support framework has helped leading B2B and B2C organizations overcome previous agency roadblocks and unlock the full potential of their Epicor/Magento systems:

ND Graphics Canada

• The Challenge: ND Graphics was struggling to maintain a cadence of upgrades due to their prior agency’s practices. Prolonged upgrade cycles monopolized test environments and blocked vital site enhancements.
• The Transition: We audited and onboarded the site to our development framework, streamlining Magento and EC upgrades with improved User Acceptance Testing (UAT) processes.
• The Result: Without upgrades blocking the pipeline, complex customizations and proactive improvements are now regularly delivered in line with an ambitious roadmap.

Working with Yoma has been night and day compared to our previous dev agency. Their commitment to clear and effective communication has made us far more efficient allowing us to accomplish much more. We see Yoma as a solutions partner not just outsourced developers.

Sue Tucker, Software Applications Manager – ND Graphics

Ready to Streamline Your Magento & Epicor Commerce operations?

If your current agency relationship is holding back your eCommerce roadmap, we are here to help you make a smooth, transparent transition.

Get in touch with our team today to discuss your Epicor Commerce site

Or Book a full Epicor Discovery Review HERE