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Free ERP Workshop(Valued at $3,200)

Businesses seeking operational transformation and strategic software adoption
Schedule Workshop

Is Your Business Ready to Maximize Efficiency Through a Targeted Software Selection Workshop?

Finding the right software can feel like navigating a maze, especially for companies unfamiliar with the process or constrained by resources. Our workshop offers clarity, structure, and actionable insights tailored to your business’s unique needs. Here’s how it works:

Who Can Benefit from This Workshop?

This isn’t a one-size-fits-all session—our workshop is built for companies that are:

  • New to Software Selection: If you’ve never conducted a structured software selection process, we’ll guide you from start to finish
  • Limited in Resources or Expertise: Teams with minimal technology experience or staff can rely on our experts to fill the knowledge gap.
  • Ready for Business Process Optimization: Companies seeking not just software, but enhanced workflows and improved business outcome

Workshop Objectives: What You’ll Gain

The core objective of this workshop is to create a technology roadmap that aligns with your vision and sets your business on the path to scalable success.

  • A Comprehensive 5-10 Year Strategy: We don’t just help you choose software—we ensure the solution fits long-term growth objectives.
  • A Detailed Implementation Guide: You’ll receive a written report outlining key recommendations, actionable steps, and optimized business processes to boost efficiency and drive growth

What’s Included in the Workshop?

We’ve structured the workshop to maximize value within 16-20 hours of consulting, covering:

  • Strategic Online or In-person Meeting: Discussions with executives and key users to uncover process gaps, inefficiencies, and priorities.
  • Business Process Analysis: Identifying areas for improvement across your organization to align operations with growth goals.
  • Customized Written Report: Detailed findings, software recommendations, and next steps tailored to your business.
  • Debriefing Session: A final meeting to review the report, discuss implementation strategies, and answer any questions

Measuring Success: Key Metrics We Focus On

  • Technology Fit: Software recommendations tailored to your specific operational needs and scalability.
  • Process Efficiency Gains: Optimized workflows and reduced manual processes.
  • Growth Alignment: Business processes designed to support revenue growth and cost efficiency.
  • Implementation Clarity: A clear, step-by-step path to deploy the recommended solution

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Industry Specific Edition

Acumatica cloud ERP’s Industry-Specific Editions are a unique combination of Acumatica cloud ERP functionality and functionality specific to a particular industry or industry segment.

For example, the Manufacturing Edition includes both manufacturing and distribution modules, as well as modules for field service and general business use. The Distribution Edition includes only distribution modules.

The Industry-Specific Editions include all of the core Acumatica cloud ERP functionality including:

  • Core Accounting
  • Core Billing & Invoicing
  • Core Business Management  (including project management and portfolio management)
  • Core Data Modeling & Validation  (using the same data model used in the Core Accounting module)
  • Core Enterprise Resource Planning  (including CRM integration)
  • Core Human Resources & Payroll  (HRIS integration with HR applications such as Zenefits)
  • Core Inventory Management  (including barcode scanning technology that can be used to identify inventory items based on their UPC codes or SKU numbers.)

Service Management

Maximize dispatching and boost revenue by scheduling the right people at the right time, and see real-time data for work taking place in the field.

  • Single version of the truth
  • Multi-dimensional reporting
  • Security by role
  • Custom reports and personalized dashboards
  • Multiple display options

Customer Relationship Management

Set up customer relationship management: CRM is an important tool for any business that wants to build strong customer relationships and retain customers. With Acumatica, you can set up a customer relationship management system that works for your business.

The CRM feature includes:

  • Customizable reporting dashboards
  • Powerful business intelligence capability
  • Service and support automated workflows
  • A customer self-service portal

Project Management

Streamline project management: The project accounting suite enables you to track project costs, carry out planning and billing, and manage time and expenses while completely integrating with the fundamental accounting operations like general ledger and accounts payable.

Retail Commerce Management

Deliver a consistent customer experience across all your sales channels with full integration between your online, mobile, kiosk, and in-store service.

  • Reduce stock-outs and back orders 
  • Speed up order processing and fulfillment 
  • Streamline returns and exchange 
  • Provide an omni-channel experience 
  • Offer a world-class eCommerce presence 
  • Integration with web stores and POS systems

Order Processing

Use order processing: Order processing is another key feature of Acumatica ERP software. With this feature, you can streamline your order process and keep track of orders as they move through the pipeline.

Manufacturing Management

Built for make-to-stock, make-to-order, engineer-to-order, project centric, job shop, batch, repetitive manufacturing, and more.

  • Complete, multi-site cloud manufacturing control and planning system
  • Improve efficiency with intuitive, award-winning UI
  • Empower collaboration with cross-module workflows 
  • Create business resilience with our future proof design 

Inventory Optimization

Optimize inventory: Acumatica’s inventory management tools can help businesses reduce inventory costs and improve stock levels.

Warehouse Management

Streamline warehouse operations and transaction to reduce errors, automate processes and increase productivity.

  • Reduce errors 
  • Increase customer satisfaction
  • Automate data capture 
  • Simplify tracking
  • Prioritized, direct picking 

Utilize Business Intelligence

You may gather crucial data from various sources and show it in reports made for quick decision-making with Acumatica cloud ERP. This software includes analytical tools for monitoring the state of your business. It identifies problems before they substantially harm your company.

Sales Improvement

Acumatica’s sales management features can help businesses increase their sales and revenue.

Construction Management

Provides a complete, mobile-enabled cloud-based construction and accounting software solution.

  • Instant data access in role-based dashboards 
  • Native AI and ML for automation and data processing 
  • Superior compliance management 
  • Flexible drop-shipping to project sites 
  • Real-time connection among workers-field, office, and remote.

Improve financial management

There are a number of ways businesses can make the most out of Acumatica’s features. For example, businesses can use Acumatica to:

– Improve financial management: Acumatica’s financial management tools can help businesses save time and money by streamlining accounting and financial processes. This functionality includes:

●     General ledger incorporating real-time analysis fully integrated with all other features

●     Accounts receivable and payable

●     Cash, currency & tax management solutions

●     Fixed assets

●     Recurring revenue management