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Tips for Successful Acumatica Customization Projects

It goes without saying that Acumatica is a powerful cloud-based ERP system. It offers a wide range of features and capabilities to help any business manage its operations. Of course, a one-size-fits-all ERP software is not the solution businesses need. Every company has unique needs and may require additional functionality not available out-of-the-box. 



This is where the true power of Acumatica comes in - adaptability and range of customizations. By tailoring this business management system to your specific business processes, you can unlock its full potential and significantly boost your operational efficiency.



We are going to share with you some tips for successful Acumatica customization projects. These tips are based on our extensive experience with customizations we have created for our valued customers and partners. After thousands of big and small projects, we have made some conclusions. Today, we are ready to share our insights with you so your customization projects will be smooth. 






Tip 1: Understand Your Business Processes




Before starting any customization project, it is important to have a thorough understanding of your business processes. This will help you identify areas where Acumatica can be customized to better fit your needs. Take the time to map out your processes and identify pain points or areas that could benefit from automation. This will ensure that your customization efforts are focused and effective. 




Important! Document your workflows and processes before contacting the AcuPower team or other Acumatica partners. When you understand your internal processes, it's great! However,  you must also explain them to the team that will work on your customization project. A detailed description of how everything should work is important for success.



So, clear documentation with clear requirements is a must!





What will happen if you don't provide clear documentation of your processes and requirements for the customization? 




  • Delays: Depending on your projects, the delays can take weeks, or even months. 


  • Risk for the partnership: Influenced by delays and further time investments into figuring out your needs and requirements impacts the partnership overall and the expected results.  You never know if even you will be patient enough to keep explaining your workflows and expectations to the development team. If both sides invest too much time into these clarifications, the partnership stops being beneficial for you and the team. 





Any recommendations for the documentation? 


It's already good if you understand your processes and workflows well and can clearly explain them. 

To make it better, you should realize what you want to improve and why. 

And the best part is to be open to changes. 



The more open you are to something new, the more creativity the development team can stimulate to come up with the most effective solution for your requirements. 









Work with an Experienced Acumatica Partner



Acumatica customization requires technical expertise and knowledge of the system. Working with an experienced partner can help ensure your customization project succeeds. Look for a partner with a proven track record of delivering bespoke solutions and custom development for Acumatica. They should also deeply understand your industry and business processes to provide tailored solutions.





When you partner up with AcuPower, here's what you get: 



  • a tailored approach to your request
  • the most relevant and logical solution to your customization request. Sometimes, the solution our customers want isn't the best in this specific case. We offer a more effective and efficient solution that fulfills the request. 
  • before we pass the solution on to you, it passes a vigorous testing of our team. The quality of our solutions is our second name. 
  • We teach you how to utilize our solution efficiently.
  • If you want to further develop this solution or modify something in it, we are here to help. We provide ongoing technical support, so you may rely on our team at any time. 







Prioritize Your Customization Needs



With a wide range of customization options available in Acumatica, it can be tempting to try and customize everything at once. However, this can lead to a lengthy and costly project. Instead, prioritize your customization needs based on their impact on your business processes. Start with the most critical areas and work your way down the list. This will help you achieve quick wins and see the benefits of customization sooner.





Test and Train



Before rolling out any customization to your entire team, it is important to thoroughly test and train on the new functionality. This will help identify any issues or bugs that need to be addressed before going live. It will also ensure that your team is comfortable using the new features and understands how they fit into their daily tasks. This will help minimize disruption and ensure a smooth transition.





Plan for Ongoing Maintenance



Acumatica is constantly evolving and releasing new updates and features. This means that your customization may need to be updated or modified in the future. It is important to plan for ongoing maintenance and work with your partner to ensure that your customization remains compatible with future updates. This will help you continue to get the most out of your Acumatica system.







By following these tips, you can ensure a successful Acumatica customization project that meets your business needs and improves efficiency. Remember to work with an experienced partner, prioritize your customization needs, and plan for ongoing maintenance to get the most out of your investment in Acumatica. 



Would you like to meet our team and discuss your customization project? Reach out to us. 



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