With this edition we want to share a summary of the AccuNet Customer Appreciation Event, offer a survey to all our customers for future AccuNet content, Acumatica Tips & Tricks, preparation for an ERP switch an Acumatica Case Study. Let’s dig in.

AccuNet Customer Appreciation Event Recap

The AccuNet team all agreed that it was fantastic to meet those customers that could attend. We were pleased with the turnout, the location, the food and fun at this event. Thanks again to all participants and to, Inova, Celigo and Acumatica for partial sponsorship. The content was well received and the discussions between our Acumatica and Dynamics SL clients was engaging.

There is no attendance limit per company. Please send as many of your employees as you can spare for the day. For those who are unable to attend, we will be offering some sessions as VIRTUAL Teams meetings.


Tips & Tricks for Acumatica Users

As presented by the AccuNet team at the AccuNet Customer Appreciation Event. These are the topics from the Acumatica Tips & Tricks session.

  • Adding mass actions/updates to GIs
  • Project Templates
  • Common Tasks
  • Project Attributes
  • Modifying report filters/settings without using the Report Designer

GI and Report Features in Acumatica

One of the greatest benefits in using Acumatica is the access to data. The tips and tricks presented here today will provide you with some steps in modifying these GIs and Reports with filters, templates, automated processes to streamline your workflow.

Best Practices for Project constancies

Clearly each company that utilizes Project in Acumatica has their own unique design and processing steps that provides the data needed in analysis and billing. By creating, Project Templates, Common Tasks, and Project Attributes you will gain the benefit of constancies in setup that will eliminate errors and provide for new ways to report data.

Here is the link to the recording as saved on the AccuNet YouTube Channel.

From the roundtable discussions that were held at the AccuNet Customer Appreciation Event, we learned that there are some hurdles SL clients need to jump to prepare for an ERP Switch. Here are some of the dissuasion points from the session. On average, Acumatica implementation can take anywhere from 3 to 6 months for smaller organizations with relatively simple requirements. However, for larger organizations or those with more complex requirements, the implementation process can take 6 months to a year or even longer.

What is the Acumatica implementation methodology?

  • Define project scope and objectives
  • Assemble a project team
  • Choose an Acumatica partner
  • Analyze current processes
  • Data migration
  • Configure Acumatica
  • Customize and integrate
  • User training
  • Test and validate
  • Go-live
  • Post-implementation support
  • Continuous improvement
  • Stay up to date
  • Measure success

An Acumatica Case Study:
Lifeway Mobility Rapidly Deploys Acumatica Cloud ERP as Strategic Growth Platform

The two major goals of a business are to grow and provide value to clients, both of which require financial resources and structured business management.

As Lifeway Mobility started to expand, the organization found itself struggling to manage growth while operating on numerous legacy systems. To cut down their lengthy software list, Lifeway Mobility made the switch to Acumatica Cloud ERP.

Things to Come

Going Foward we would like to hear from all of our customers in a survey. You can either respond to this email with your answers or wait until you get a direct emailed survey that we will be sending out in about 2 weeks.

  1. How was the content provided?
  2. For future Webinars/Lunch & Learn Virtual Session, would you like:
    • Tips & Tricks
    • User ERP Q&A
    • SL to Acumatica ‘Therapy’
  3. Please provide any additional comments to help us grow our outreach to you, our valued customers.

ACCUNET FORWARD thinking newsletter to help you in preparation for a change from SL to Acumatica and for our Acumatica clients, growth in education, and for all, valuable networking opportunities with like businesses. If any of our clients want us to focus in on any particular topic that is current for them, please reach out.

If you need to get back to any and all of these newsletters in the future, you will be able to find each on our website under ERP and Resources at this link. Newsletters | AccuNet

Have a safe Memorial Day Holiday,
Your AccuNet Team.