implementation
A guide to successfully adopting a new ERP
10 STEP GUIDE
How to best prepare for and execute your new ERP project
Implementing Acumatica involves a structured process, Cedar Bay uses the Acumatica methodology combined with years of experience implementing ERP and Business Management software for businesses with similar characteristics. Here’s an outline of the steps:
Define Objectives and Requirements
Identify the specific goals and requirements Acumatica will address for your business, including the necessary modules (e.g., financials, inventory, CRM) and any customisations or integrations. Engage stakeholders across departments to ensure all needs are considered.
Select an Implementation Partner
Work with an Acumatica-certified partner, such as Cedar Bay, to provide expert guidance, especially for industry-specific needs or complex integrations. A trusted partner will offer invaluable support with system configuration, training, and deployment.
Project Planning and Milestones
Create a detailed implementation timeline, setting clear milestones from setup through to testing and training. Assign roles and responsibilities within your team to maintain alignment and smooth project management.
System Configuration
Configure Acumatica to meet your business needs, setting up workflows, permissions, and user roles accordingly. Configure the necessary modules and settings to support your core operations, such as finance, inventory, and sales.
Data Migration
Prepare data for migration, ensuring it is clean, accurate, and correctly formatted. Migrate data from legacy systems into Acumatica, covering essential data such as customer information, product details, and historical transactions.
System Integration
Set up integrations with other software applications, like CRM or e-commerce platforms, using Acumatica’s REST API or pre-built connectors. Test each integration to confirm data flows accurately between systems.
Testing
Perform comprehensive testing, including user acceptance testing (UAT), to identify any issues or gaps. Run test scenarios that replicate actual workflows to confirm the system meets your business processes.
User Training
Provide in-depth training for end-users and administrators to build familiarity with Acumatica. Use various training methods, including hands-on sessions, documentation, and ongoing support, to build confidence and ensure proficiency.
Go-Live
Plan a go-live date once the system has been thoroughly tested and users are prepared. Closely monitor the system post-launch, addressing any immediate issues and ensuring smooth operation.
Ongoing Support and Optimisation
Develop a post-implementation support strategy to assist users and manage system updates or further requirements. Regularly review system performance and usage, identifying opportunities to optimise or leverage additional features as your business grows. With this structured approach, and with support from a knowledgeable partner like Cedar Bay, you can ensure a seamless Acumatica implementation that aligns with your business goals and maximises the benefits of your ERP investment.
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A Guide with Eight Steps for Success
“Implementing Acumatica with Cedar Bay was the best investment the company has made. As the business has grown it has supported us and allowed to scale quickly and maintain visibility of the business without increasing administrative overheads.”
Will Bos
Operations Manager, Venture Engineering
“Moving from a legacy IFS platform to Acumatica Cloud ERP has completely transformed how we manage day-to-day operations across the group”
Wayne Humphries
Group Financial Director, Scott Aerospace
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