Acumatica ERP

Our Implementation Methodology

Our expert team of certified Acumatica business and technical consultants are your trusted advisors equipped to offer higher level strategic advice designed to continuously maximize and enhance your use of the Acumatica product.

Step 1: Project Planning

Initial start-up of the implementation project, shortly after Acumatica has been selected. This 1 day event will be led by the Intuitive TEK Project Manager and provides agreement on project scope, training activities, and resources.

The deliverable from this even includes a presentation documenting the items covered during the planning session and a work plan outlining the schedule of required activities.


Step 2: Understand Client Needs

The client will be responsible for working through a consultant-led workshop to answer a guided questionnaire appropriate for setting up Acumatica unique to his business. The client Project Manager must enroll key individuals in the system and assign the appropriate questions for each individual. The Project Manager must also monitor the progress of the responses and perform integrity reporting to ensure proper responses in all areas.

The Intuitive TEK Project Manager and Consultants are present during this workshop to guide the discussion and record the results.


Step 3: Install and Configure Software

The software will be installed and tailored per the customer responses to the Questionnaire workshops. Intuitive TEK Consultants are responsible for a successful install. They should assist the client with this installation and perform integrity tests to verify the application software is installed properly.


Step 4: Train & Prototype

Project team members will perform training via workshops defined in the statement of work. This training will prepare them to participate in the prototype. The training covers any options available as well as the functionality of the software.

The Prototype uses the Acumatica software and some client data in a controlled environment to prototype the future business functions.The objective is to focus on the specific way that the client project team chooses to run the business.

Consultants knowledgeable in Acumatica products and the client’s operations provide assistance in the set up and provide suggestions to resolve the issues that surface during the pilot phase. This prototype becomes the training system for end users.

Upon completion of this phase of implementation, the Intuitive TEK Consultant completes the “Prototype Checklist” for each application suite. This will document any open issues remaining. Intuitive TEK reviews the checklist with the client when necessary to help identify open items/gaps.


Step 5: Conversions, Forms & Reports, Customizations

Detailed conversion and interface planning help ensure a smooth and order transition to the new system.

Consultants will work with the client on a data conversion work plan and programming tasks. A joint effort helps pass along our technical product knowledge to the client programmers (if necessary).

Interfaces into current or future processes may be identified. These need to be analyzed in detail and an estimate prepared for the associated costs.

Work begins on any custom programming identified in the Implementation Planning Sessions.


Step 6: Train & Test

The implementation process does not end with the prototype environment. It includes the creation of the production environment. End users must be trained with the software configured to the client’s needs. Also, users will be trained to adhere to the policies and procedures developed specifically for the client.

The Acceptance Test includes the Integration Test, the User, and the Stress Test. The Integration Test demonstrates cohesion between all the different departments. The User Test simulates the actual working conditions of the new-system and creates end user buy-in to the new system. The Stress Test permits an analysis of how the system can perform internally and in conjunction with the other systems during the live processing environment. This is typically referred to as the Conference Room Pilot (CRP).

Intuitive TEK consultants provide quick resolution to the issues that arise from these tests.


Step 7: Go Live

When the client approaches their “Go Live” date, Intuitive TEK must assess the readiness of all systems, data and end user status. Intuitive TEK must complete the Readiness Assessment Checklist and submit same to the client.

Going live is a process of making sure that all the preparations are complete and working through any new issues that may arise. Intuitive TEK Consultants are very supportive during this time.

Users will take control of the system and its support on a day-to-day basis. The quality of the implementation can be determined based on the amount of time the consultant is needed after going live.

Because this methodology relies on the transfer of Acumatica knowledge from the consultant to the client, the client should only require a limited amount of consulting after this date.


Step 8: Periodic Systems Audit

Just like the ‘Readiness Assessment’ that is done before ‘Go Live’, Intuitive TEK will perform periodic system assessments per each client’s request. This is a good, on-going, system process that can ensure the best software utilization.

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