Solution
Why Acumatica?
The information you need, anytime, anywhere, on any device
Acumatica’s Cloud ERP helps improve day-to-day operations with 24/7 access to business tools and functions. Manage your business, review all customer interactions, and obtain proactive business reports and insights from any web-enabled device.
Single data model, flexible deployments, streamlined integrations
hared data and cross-team workflows make collaboration seamless, and AI-powered automation drives efficiency. Acumatica is ranked highest in customer experience and product usability, and our platform integrates easily with the tools you already use.
Only pay for the functionality you need and the resources you use
Acumatica offers flexible licensing plans and transparent pricing, and we don’t charge extra to add users. Like an electric meter, customers only pay for the computing power they consume. As your business needs to scale up or down based on market changes or seasonal requirements, Acumatica scales with you, ensuring you only pay for what you need, as you need it.
Streamline Your Operations
Strategies Group offers multiple services to clients across a handful of industries including Construction, Manufacturing, Distribution, and Field Service Management.
Job Cost Accounting
01
Easily manage AP workflows, from entering an invoice through approval routing and checks. Seamless customer billing, driven by real-time project costing, includes up-to-date labor, material, equipment, and other costs. Identify problem areas in current jobs and improve future project estimates.
Project Management
02
Gain a complete view of project details—including real-time field updates—providing instantaneous information between your project management team, back-office workforce, and management. Easily manage and track all activities, issues, and changes, including daily field reports, actual costs, and cost projections from one central area.
Mobile
03
Quickly see critical reports on phones and tablets and give field teams and subcontractors tools to electronically enter employee time and equipment details. Access the complete system over any device and search for all project details from one global search box.
Retainage
04
Manage initial retainage and any changes to streamline invoicing and payments. Retainage tracking is supported for progress billing and time and material billing, plus, project cost commitments are calculated as applicable to retainage in purchase orders. Review date-sensitive reports for period-end reconciliations.
Compliance
05
Effectively manage lien waivers and releases, insurance certificates, and status updates, providing expirations and other alerts to staff and suppliers. Automatically create compliance documents.
Progress Billing
06
Flexible progress billing by percentage of completion or by quantity reduces project owner risk. Access AP cost transactions related to progress billing lines from the pro forma side panel for timely vendor payments and increased billing accuracy.
Unlock the potential of your construction projects with our comprehensive management tools. Streamline your processes and improve project outcomes.
Bill of Materials & Routing
Create, maintain, and control master data definitions of products and processes with convenient one-screen maintenance access using the Bill of Material (BOM)/Routing module, part of the Acumatica Manufacturing Edition.
Production Management
02
Gain the flexibility you need to manage production in make-to-stock, make-to-order, engineer-to-order, configure-to-order, project-centric, job shop, batch, and repetitive manufacturing environments.
Materials Requirements Planning (MRP)
03
Satisfy customer requirements while maintaining optimal inventory levels using the powerful MRP planning tool.
Production Coordination
04
Expedite bill of material creation, improve costing, and streamline sales processes with the rules-based product configurator software.
Engineering Change Control
05
Manage version control and updates to bills of material (BOM) and routings while controlling effectivity dates that impact material planning, costing, and scheduling. Engineering Change Control is part of the Acumatica Manufacturing Edition.
Advanced Planning & Scheduling
06
Maximize tooling, machine, and work center utilization with finite capacity scheduling, rough-cut capacity planning, and visual scheduling.
Enhance your manufacturing operations with our innovative solutions. Achieve optimal efficiency and flexibility in your production processes.
Inventory Management
Acumatica’s Inventory Software helps you simplify inventory processes with flexible item management, quality traceability, and robust replenishment to balance supply and demand. This encompasses robust kitting and disassembly, streamlined item management with matrix item attributes, powerful replenishment for automated orders, quality traceability with lot and serial control, and flexible locations by warehouse, aisle, rack, shelf, and bin.
Sales Order Management
02
Order processing software from Acumatica lets you centrally manage sales activities, such as quote entry, order fulfillment, shipment creation, pricing, discounting, and stock status inquiries.
Order processing software from Acumatica lets you centrally manage sales activities, such as quote entry, order fulfillment, shipment creation, pricing, discounting, and stock status inquiries.
Purchase Order Management
03
Streamline your procurement processes, simplify item tracking, manage drop shipments, and automate replenishment to ensure a steady supply of materials while enforcing policy and process controls.
Warehouse Management
04
Streamline warehouse operations and transactions to reduce errors, automate data capture, simplify tracking, and directed picking, and increase productivity.
Requisition Management
05
Requisition management software minimizes the complexity of purchasing multiple products from a wide range of suppliers. Rather than relying on email and spreadsheets, you can use requisition software to automate the way you gather requests, obtain vendor bids, create quotes, approve quotes, manage purchases, and fulfill orders in one online location.
Commerce Connectors
06
Acumatica’s native integrations with industry leaders enable you to connect your eCommerce storefront with Acumatica’s financials, inventory, product information, and fulfillment—in real time.
Transform your distribution operations with advanced management software. Simplify inventory, sales, and procurement processes for maximum efficiency.
Mobile App
01
Update appointments on the road or at customer locations using the mobile application available for Android and iOS. Access customer history, capture payments, and capture signatures directly from your mobile device. Enter expense receipts and streamline service expense workflows with scanned receipt image recognition from the mobile app.
Appointments
02
Update technician schedules from the office. Technicians can start and end appointments in the field, providing instant status updates to users in the application. Manage single or multi-day appointments and pause appointments for travel or break times.
Dispatch Boards
03
Schedule technicians based on workload, location, skill, or certification. Ensure technicians have the right equipment and inventory to complete the job.
Contracts & Renewals
04
Manage contracts for sale and service, maintenance repair, and recurring maintenance scenarios. Define billing procedures and generate service orders with flexible frequencies. Simplified service contract renewals optimize and streamline business workflows.
Equipment Management
05
Manage contracts for sale and service, maintenance repair, and recurring maintenance scenarios. Define billing procedures and generate service orders with flexible frequencies. Simplified service contract renewals optimize and streamline business workflows.
Warranty Management
06
Establish warranty offers for your customers, specifying which parts are under warranty to avoid confusion, mischarges, and objections. Multidimensional contracts (different warranty periods for different components of the system) help to track warranties from sales to repair in the field, specifying what is covered and what is not. This helps ensure billing accuracy and improve customer satisfaction
Revolutionize your field service operations with our powerful tools. Manage appointments, dispatches, and contracts seamlessly.
Easily manage AP workflows, from entering an invoice through approval routing and checks. Seamless customer billing, driven by real-time project costing, includes up-to-date labor, material, equipment, and other costs. Identify problem areas in current jobs and improve future project estimates.
Additional Solutions
Explore specialized tools for payroll, project management, estimating, tax compliance, and reporting. Each solution is designed to easily integrate to provide you with the efficiency and accuracy needed to manage your operations effectively.
Managing sales and tax compliance can often resemble a challenging juggling act, particularly due to the constant shifts in tax rates and rules. These complexities become even more challenging for multinational companies tangling with the intricacies of VAT calculations and remittances. With Avalara, you can offload the complexity of taxes and improve your tax compliance management. AvaTax calculates sales tax and VAT for you and is the only tax calculation product that integrates directly with your accounting software.
Workforce Go is your modern solution for payroll, people, and timekeeping. Save time with efficient and accurate payroll, stay up to date with compliance, and manage, engage, and inspire your workforce from pre-hire to retirement – all in one, unified platform. With our HR and timekeeping modules, your employees will enjoy a tailored experience with anywhere access to their time, information, learning opportunities, and benefits. We not only help streamline your operations and improve employee experience – our ability to seamlessly integrate with leading ERPs is also an added advantage for organizations looking to maximize their scaling ability and find answers to industry-specific needs.
Asite’s Project Workflow helps you unlock the value of your project data so you can drive innovation, decisions, and profit. Asite helps you manage your entire project lifecycle with confidence. You can bring all project data together on a single secure platform—minus the project blind spots and hidden risks. With the Asite you gain control of your project data, documents, and processes. You’ll get real-time visibility into all your construction project details, progress, and potential issues. Ultimately, you’ll build better with enhanced collaboration across all your project teams.
From project evaluation to completion, contractors use STACK’s cloud-based software to help run their business and maximize their profits. Our preconstruction solutions enable fast and accurate takeoff and estimating, as well as providing a centralized hub where plans, specs, and other construction documents can be stored, evaluated, measured, and shared. Our construction solutions power real-time field and project collaboration by allowing teams to review, annotate, compare, and share plans, anywhere, from any device quickly and easily. STACK’s superior collaboration tools ultimately improve project outcomes and profitability for contractors.
Velixo is an Excel-based solution that revolutionizes your ERP reporting, budgeting, and automation processes. If you’re looking to supercharge your business operations, streamline data analysis, and take control of your financial management, Velixo is your answer. With its user-friendly interface and seamless integration with popular ERPs, Velixo empowers you to harness the full potential of Excel, making complex tasks a breeze, saving you time and driving your productivity to new heights.
TRAILD is an Acumatica integrated solution for Accounts Payable focused on twin issues, AP efficiency and financial control. The software has been designed to help Acumatica customers Streamline and Automate AP with AI driven data extraction, systematic 3-way matching to POs and PO receipts, simple and intuitive approval workflows and always on anomaly detection to Protect the business payments against invoice fraud, errors or mistakes.
This platform offers a fully tailored solution for the creation of online and mobile digital forms that look exactly like your paper forms. Create huge wins with your field staff and execs alike. Streamline the distribution, collection, and storage of critical field documents and data with the GoFormz and Acumatica integration.
EBizCharge, is the leading payment tool built for Acumatica – providing businesses with a faster and safer way of accepting credit, debit, and ACH payments. With an integration directly into Acumatica, as well as 100+ software solutions, it puts payment collection on auto-pilot – allowing you to get paid on time with just a click.
Email click-to-pay links, customer payment portal, saved cards, reporting insights, encryption, native integrations, and contact their support team 24/7 when you need help. Powering payments for over 400,000 users across the United States and Canada, EBizCharge allows businesses to securely accept transactions, anywhere and anytime.
Assignar is a cloud-based platform developed to help self-perform contractors and subcontractors optimize operations by improving productivity, profitability, safety, and quality in the field and office. Built by industry professionals, Assignar’s innovative platform replaces paper, spreadsheets, and single-point solutions to allow real-time tracking, visibility, and control of field operations.
Whether you are onboarding a new employee, processing a job change, or running payroll, the human capital management (HCM) tools you use have a direct impact on the employee experience and your ability to scale. By streamlining your payroll, HR, and accounting processes, you can more efficiently manage your biggest expense and asset—your employees.
Lumber is an all-in-one construction workforce management platform that seamlessly combines job scheduling, time tracking, payroll, project management, and job costing into one cohesive solution. Utilizing advanced AI, Lumber enhances compliance and automation, effectively eliminating manual data entry to minimize human error and boost productivity and efficiency. With Lumber’s integrated system, you gain a reliable compliance partner and an intuitive application designed to simplify complex workflows, automate payroll and tax calculations, monitor injuries, and provide a complete end-to-end solution for managing your workforce.
Resources from Our Team
Solutions to solve your actual needs, and resources to support them
Event Overview: This event is designed to bring together technology-focused construction
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[Duluth, GA, June 2024] Strategies Group has been honored in Bob
