Datix Announces Merger with Clients First

Datix, a software consulting firm based in St. Louis, is announcing its merger with the Epicor practice of Clients First Business Solutions. Both companies are Certified partners of Epicor, a leading ERP vendor for manufacturers and distributors. Together, they will have the largest Epicor consulting employee base of any partner.


For Thomas Falteich, President of Clients First, the merger is the ideal opportunity to optimize services for their clients: “Teaming up with Datix was a natural choice since they share our commitment in putting clients’ needs above all else. With their premier integration solutions and experienced consultants, we can tackle each business’s issues better than ever.”

The integration solution he speaks of is Unity. Datix’s landmark application seamlessly integrates Epicor with a variety of front-end systems, including Microsoft Dynamics 365 CRM, Salesforce and HubSpot. Unity is pre-built and rapidly installed to deliver ROI in no time.

“Among Epicor partners, Datix stands out for their breadth of services and solutions,” claims Mark Chinsky, Managing Director of Clients First. “They’re the only Epicor partner that is also a certified partner of Salesforce and Microsoft Dynamics 365 CRM. Their unparalleled expertise will help businesses transform their performance from the top floor to the shop floor.”

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Clients First also brings exciting solutions to the table. With a thorough knowledge of several leading enterprise solutions and industries, Clients First executes software projects designed to give clients a competitive advantage. Their expert consultants provide the right information, tools and training to maximize the value of software investments. A few of their premier solutions include:

  • Microsoft Azure Hosting for Epicor: A Microsoft Gold Azure Partner, Clients First gives Epicor users the ability to leverage the world’s most powerful public cloud to optimize their business performance.
  • EverSafe!: Developed by Clients First, EverSafe! ensures servers and Internet connections are never down by providing complete disaster recovery services for on-premise and cloud customers.
  • Jet Analytics for Epicor: Clients First seamlessly integrates Jet Analytics with Epicor to provide fast access to the right data without technical expertise. The BI solution offers the flexibility to create one data warehouse, pulling in data from anywhere to drive insight and efficiency based around the leading Microsoft Business Intelligence tools, including Excel and Power BI.

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Datix CEO Matt Schuval is ready to further serve the Epicor community through merging with Clients First: “For over 20 years, we’ve executed premier solutions for a wide range of businesses, but it was time to take things to the next level. By teaming up with Clients First, we have more expertise and resources closer to all our clients, giving us a wider footprint in the U.S. to serve Epicor customers. With Clients First underneath the Datix umbrella, we can offer more solutions and services to help businesses reach greater success.”

Candice Evertowski, Datix’s Chief Marketing and Business Development Officer, sums up the merger nicely: “We’re the same Datix and Clients First our clients know and trust—but with more. More resources to help Epicor users across the country. More options to help our clients generate greater ROI. More experience from the experts at both Datix and Clients First. Our clients can expect the same commitment to excellence, but they now have more ways to boost their business performance.”

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