Acumatica Professional Services
Your Trusted Guide for All Things Acumatica
With i-Tech, you get a customer-centric team of professionals with demonstrated business and technological acumen running your implementation. Our many years of experience working with different types of organizations has enabled us to develop best practices across many disciplines. We use this experience to offer up suggestions to help our clients dramatically improve their business processes as they move through the implementation process.
Our Proven Implementation Methodology
From the selection of the proper Acumatica edition, software configuration, identification of needed customizations, data conversion, and training to post go-live support, our team of experts has you covered. An overview of our implementation process is defined below:
Project Kickoff / Project plan
We begin our kickoff by identifying the project goals, project participants, list of all major project tasks & milestones and a schedule for regular communication and execution throughout the project.
Requirements
Discovery
In our detailed discovery process we review your internal procedural documents, business forms, and interview your team members to document their key business processes.
Software
configuration
This process includes enabling the appropriate software features required for this implementation and setting the appropriate controls and actions to match your desired functionality.
Data
Conversion
We develop the data templates required to gather information from your legacy ERP software. In the case that data fields do not match, we also assist in data mapping to complete the conversion.
Conference Room
Pilot (CRP)
The Conference Room Pilot is intended to test all major transactions in the new software based upon the initial configurations. During this process, we flush out additional requirements or need to modify configurations.
User
Training
We prepare training documents, a training environment is established, and training is scheduled. We adapt our training to how you prefer to be taught to ensure a successful implementation and adoption.
Go-Live Conversion
and Assistance
This is a critical part of the implementation and requires an “all hands on deck” approach. Our team will work diligently to finalize the conversion so that you will be able to function normally without negatively impacting your business.
1st Period End
Processing
Our implementation engagement typically runs through the first period-end close to ensure that the software is operating as desired and to provide the final training on the period-end account reconciliation and closing process.
Custom Software Development
It is widely accepted that if an ERP Software solution can meet 85-90% of a client’s requirements out of the box, it is considered a good fit. Our certified development team can take it the remaining 10-15% through simple and cost-effective customizations.
Recent Resources
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Acumatica Year-End Checklist
Review financial and setup tasks that you'll typically need to complete at the end of the fiscal year.Read More »