Acumatica Implementation

During the software selection phase, your Acumatica consultant will go through a detailed checklist to determine which core features and/or edition(s) of Acumatica is needed, the type of license that best suits your needs, your projected consumption of computing power, any integrated modules needed, and if any custom programming or integration is needed.

In order to get the most out of your Acumatica ERP system, it is important that your system is designed and set up properly from the beginning. By conducting a thorough needs analysis, we can generate a detailed system design that meets both your immediate and long-term goals. Our goal is to optimize your system to generate the KPIs, Financial Reports and Management Reports you need to make strategic business decisions.

During the initial setup stage, we’ll configure Acumatica either on your local network or in a secure, cloud-hosted environment and set up user access. We’ll also set up your Acumatica system based on the implementation plan we developed for you, such as setting up a customized Chart of Accounts, Lists, Preferences / Settings, Forms, Payroll, Taxes, Templates, Inventory, Memorize Reports, Fixed Assets, and more.

If during the planning stage we determine that you’ll need a 3rd party app and / or custom programming, we will implement those once we get your base Acumatica system setup. This could be as straightforward as installing Acumatica’s Construction edition or Field Service edition. We can also handle more complex situations that require a custom developed application or integration with external systems.

Once we’ve got your Acumatica system and any supporting apps & integrations set-up, we take it further by automating various data-entry tasks and generating reports. We can show you how to generate reports, set-up automation, and / or build any custom report your need so that you get the most out of your Acumatica ERP system.

Every business and individual is different. We offer customizable Acumatica training based on your needs and goals as well as your specific Acumatica ERP system environment. All training can be done remotely via secure web-based meeting, which makes scheduling more convenient and cost-effective. If you prefer on-site training, we do offer that option as well.