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Strategies Group Recognized as 2018 Acumatica Fast Start Partner

Strategies Group Recognized as 2018 Acumatica Fast Start PartnerAcumatica announced at their 2019 annual conference that Strategies Group has been named Acumatica Fast Start Partner of the Year for 2018. This Award recognizes the most deals sold in the first six months by a new Acumatica partner.

In addition to the Acumatica Fast Start Partner of the Year, Strategies Group received two additional awards: 2019 Acumatica President’s Club and 2019 Acumatica MVP.

“In our first year as an Acumatica Partner, we are proud to be recognized by Acumatica with three different awards,” said Randy Collins, President of Strategies Group. “This recognition is a result of listening and developing a detailed understanding of our clients’ current and future needs and keeping their best interest first. Our dedicated team is focused on providing creative solutions to maximize our client’s technology investment.”

Strategies Group is extremely honored to be named into the inaugural class of Acumatica’s President’s Club. This award recognizes the 10 highest performing Gold Certified Partners.

Additionally, Pat Chappell earned the prestigious Acumatica MVP Award. Pat, Regional Manager at Strategies Group, was recognized as a leader in the construction industry. The Acumatica MVP award honors people in the Acumatica community who share their expertise, knowledge and dedication to the platform and product.

Randy Collins accepts the 2018 Acumatica Fast Start Partner of the Year Award

About Strategies Group

Strategies Group is an Acumatica Gold Certified Partner, Viewpoint Business Development Partner and Salesforce Registered Partner. Based in Atlanta, Georgia with offices in Portland, Oregon, Pensacola, Florida and Charleston, South Carolina, Strategies Group has provided clients throughout North America with technology-based management solutions for more than two decades. During this time, The Strategies Group team has implemented and supported over 2,200 clients in the construction, manufacturing and distribution industries.

About Acumatica

Acumatica’s cloud-based business management software provides the best path for transforming your business to thrive in the new digital economy. Built on cloud and mobile technology and a unique customer-centric licensing model, Acumatica delivers a suite of fully integrated business management applications, such as Financials, Distribution, CRM, Project Accounting, and Construction Edition on a robust and flexible platform. For more information, click here.

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Acumatica R1 2019: Features and Product Roadmap

Acumatica 2019 R1 will release on April 1st and with this release, Acumatica shows no signs of slowing down. The Acumatica platform is years ahead of other mid-market ERP systems and continues to widen the gap with their bi-yearly releases. So, what’s in store with Acumatica R1 2019? Check out the video below, or check the list of our favorite new features included at the bottom of this blog.

The release notes for Acumatica R1 2019 include 150 pages of information about the new features and capabilities. Here is a summary list of features – many of these features are demonstrated in the video above.

Acumatica 2019 R1 Features

Every application module of Acumatica’s cloud ERP solution has been enhanced in some way in Acumatica 2019 R1. Users will experience improvements to Acumatica Construction Edition, financial management, inventory management, project accounting, and field service management software.

Below are some of these specific improvements broken down by module:

Check out the Acumatica R1 2019 Feature Roadmap!


• Project cost forecasting
• Cost budget over-runs
• Compliance automation
• Project management enhancements

** Note: Acumatica Construction Edition currently receives monthly updates


• Engineering change control
• Capable to promise
• Machine capacity and scheduling

Order and Inventory Management

• Warehouse management with mobile scanning
• Improved physical inventory counting
• Automated balance adjustments

Field Services

• Advanced calendars
• Appointment and real-time GPS tracking on maps
• Direct invoicing

Project Accounting

• Multi-currency projects


• Company-specific financial periods
• Compliance: deferred revenue for ASC606 and IFRS 15

Platform Usability

• Multi-factor authentication
• Branch color branding
• GI totals and conditional highlighting
• Generic Inquiry Side Panel
• Pivot table enhancements
• Dashboard migration
• Intelligent Search Navigation

Platform Technology

• Advanced user defined fields
• LINQ extension for BQL
• Business event grouping
• Embed reports in notifications
• GI driven export scenarios

Ready to Learn More about the New Features in Acumatica R1 2019?

Join us on Wednesday, March 13 as the Acumatica team reviews the new features in Acumatica R1 2019.

Acumatica R1 2019 Feature Review

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Connected Supply Chain: Make Smarter Decisions with Smarter Data

Check out how Acumatica is innovating the connected supply chain!Delivery speed, choice, adaptability and purchasing convenience are rapidly increasing supply chain complexity. In addition to tight resources and competitive pressures, the idea of the connected supply chain seems particularly challenging for small-to-medium-sized businesses that are too afraid to ditch their outdated business software.

One of the biggest mistakes we see businesses make is a reluctance to ditch outdated systems because of a fear of the unknown. I understand the hesitance to move past a system that has “worked” for many years. However, one thing remains true:  When legacy systems don’t integrate with important modern business tech, they create costly organizational data silos. These data silos often create time-intensive manual processes with untold consequences throughout your business.

And that’s too bad because businesses that take advantage of a smart connected supply chain benefit from a multitude of valuable insights. These organizations have access to critical business KPIs in real-time like manufacturing lead times, the cost of various raw materials and subassemblies, product availability data for suppliers, shipping and logistics estimates, and demand forecasts from end customers.

These key performance indicators, when properly aggregated, give organizations the ability to proactively shape demand based on pricing and promotions. Deliver precise inventory levels across warehouses and stores for original equipment manufacturers (OEMs) and retailers.

The real question is:  What is your current business system partner’s roadmap for providing you with the digital innovation your business should demand. Are they enabling your business to gain visibility, extract value and expand market reach?

What’s in the Future for the Connected Supply Chain?

What I do know is that I am excited about Acumatica’s commitment to embracing next-generation integration technology that easily adapts to emerging digital requirements and scales with our customer’s business. Check out the below video, it is a perfect example of how Acumatica is fully engaging people with the operational strategy focused around modern technologies, enabling users to enjoy the benefits of a connected supply chain.


Click here to see the Acumatica Demo!

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The Benefits of CRM: From Intern to CEO

What are the benefits of CRM and more importantly… what the heck is CRM?!? Customer relationship management (CRM) is a technology for managing all your company’s relationships and interactions with customers and potential customers. The benefits of an integrated CRM solution are that your customer data is plugged into your financial data, bringing together data from all sources within an organization to provide a holistic real-time view of each customer or campaign.

This real-time knowledge provides your team with the metrics and data needed to make informed decisions in a quick, yet calculated manner.

Don't miss out on all the benefits of CRM!

You’ve Never Needed a CRM System Before.. Why Care Now?

A CRM system is truly something that each member of your team can benefit from. From marketing, quoting, and sales to delivery and post-sales support, customer information is the key for delivering a superior customer experience.

CRM does not change the way you do business. It just allows you to do the things you already do, better. Examples of the benefits of CRM solution include:

  • Track client contact information | Are you still managing your contacts through a rolodex of business cards or by digging through outlook to find email signatures? a CRM system allows your entire firm to share valuable customer information in one location.
    Monitor marketing campaigns and efforts | What good are your sales and marketing efforts if you cannot track the results? Track the effectiveness of your efforts and campaigns to:

    • Understand what is working for you
    • Refine your messaging / channels
    • Create a historical record to track against on future efforts
  • Access customer (or lead!) information, on the go | Never get left out in the cold again! Gain access to your customer information on the go! Readily available intelligence allows your business development staff to go out and produce, and track, results.

How can your firm tap into the benefits of CRM, and how can you use it to grow stronger? The answer is simple; a CRM solution means that as your business grows, and the associated contacts and connections grow with it, you have the ability to manage a myriad of relationships across your entire firm. Clients are the lifeblood of any organization, and without a proper CRM solution in place, you are essentially ignoring an open wound. So how can your firm use CRM to manage an opportunity from concept to completion? Simple:

  • Pipeline and Cash-flow forecasting | Avoid rough patches and dry spouts by becoming intimately familiar with your pipeline of potential new business, and the value of your current projects.
  • Track progress on current sales opportunities, review historical information on past opportunities | When speaking to a client or prospect, easily log details about the conversation for later follow-up. Tracking detailed information about interactions can allow you to win future work, based on often overlooked past experiences.
  • Create milestones for each step of the project and specify a target completion date | Tasks can be created and associated with each milestone within the project, so you have more granular control of what needs to be done, by whom, when.
  • Comprehensive reporting allows deeper insight | Setup your marketing goals within your CRM and track status and progress quickly and easily.

Tap Into the Full Benefits of CRM

Join us on February 20th and go beyond the basics of entering clients and contacts and unleash the full power of CRM! See how other CRM users are leveraging the power of custom proposals, marketing campaigns, workflows and integrations to gain more visibility and clarity for their business.
Attendees of this webinar will learn how to:

  • Deploy workflows to reduce manual efforts and free up staff to focus on what matters
  • Understand setting goals and Key Performance Indicators to gain critical insights into your sales pipeline
  • Capture a holistic view of your marketing efforts with the use of marketing campaigns
  • Connect your CRM system to an ecosystem of best-in-class solutions

Posted in: Acumatica, CRM, Salesforce

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Join the Virtual Acumatica User Group

Join the virtual Acumatica User Group, get plugged in!Are you interested in getting plugged-in to the Acumatica community? Join our Virtual Acumatica User Group and connect with Acumatica experts – and your peers – and learn more about the latest developments in the Acumatica world, learn helpful everyday ways to get more out of your Acumatica ERP and CRM system, watch product demonstrations, hear customer success stories, and participate in Q&A’s and chats.

The Virtual Acumatica User Group: What to Expect 

These meetings will last approximately one hour, with about 45 minutes of presentation material and 15 minutes for open questions and answers. Our goal is to provide a forum for you to:

  • Make smarter decisions
  • Meet your Acumatica peers
  • Get your questions answered
  • Elicit your feedback on various topics

Twice per quarter, our Acumatica experts lead a fast-paced, informative, and interactive forum broken down into two topics:  ERP and CRM. Interested in getting involved in the Acumatica Virtual User Group? Register for the Acumatica user group by submitting the form below.

Join the Virtual Acumatica User Group Today:

Posted in: Acumatica, CRM, ERP

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Georgia Retraining Tax Credits Summary 2018

Learn about Georgia's Retraining Tax Credits Program!Did you know that retraining tax credits enable Georgia businesses to offset their investment in employees? Whether retraining workers to use new equipment or new technology or upgrading the company’s competitiveness with ISO 9000 training, companies can afford more training, more often, thanks to Georgia’s retraining tax credits program.

Here’s what you need to know..

Georgia Retraining Tax Credits Details

The Georgia Tax Credit for Retraining of Employees provides tax credits according to the “Georgia Business Expansion Support Act of 1994” as amended.

An eligible business enterprise may be granted tax credits against its Georgia state tax liability:

  • Equal to one half of the direct cost of retraining
  • Up to $500 per approved training program per year for each full-time employee who has successfully completed an approved retraining program; The credit amount shall not exceed $1,250 per year per full-time employee who has successfully completed more than one approved retraining program
  • Up to 50 percent of the amount of the taxpayer’s income tax liability for the taxable year as computed without regard to this Code.

Eligible expenses include:

  • Costs of instructors and teaching materials
  • Employee wages during retraining
  • Reasonable travel expenses

Retraining may be provided by any qualified source, including:

  • Company trainers
  • Training vendors
  • Technical colleges or universities

Empower Your Workforce in 2019

Improve your competitive advantage year over year by budgeting for recurring technology training. Your employees will thank you! You work hard enough for your clients — make sure that your software is working hard for you.

Our trainers have extensive real-world knowledge. The certified trainers at Strategies Group conduct specialized business software training through web-based sessions or at your location. Participating in a training course will ensure that your entire team is up to speed and able to get the most out of your software investment in 2019.


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2018 ERP Year-End Checklists

2018 year-end checklists

Christmas comes once a year, and the same is true regarding year-end. For many, this is a stressful time of year – both personally and professionally. This year you can shed the stress professionally because we have your back! We’ve created two new, easy to follow, year-end checklists for Acumatica ERP and Viewpoint Spectrum.

Use the below year-end checklists and check them twice. You’ll find out if your ERP system has been naughty or nice.

Year-End Checklists with Complementary Support

Our ERP consultants have diligently created how-to guides for managing Acumatica ERP year-end and Viewpoint Spectrum year-end. We find that these guides are helpful when employees are completing procedures that are often only completed sparingly throughout the year. Download your checklist now:

viewpoint spectrum year-end






Is Your ERP System Ready for 2019?

Complete the tasks documented in our year-end checklist and your ERP system will be ready for 2019! Strategies Group is here to help if you are experiencing any difficulties performing these year-end tasks. We can help with all your Acumatica or Viewpoint consulting needs, including training, report writing, documentation, and updates!

Talk to a Consultant

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Infographic: 5 Steps to Manufacturing Job Costing

Unreliable manufacturing job costing can negatively affect your efficiency as well as your ability to acquire new business. The below Infographic highlights how Acumatica Manufacturing Edition can help you eliminate this problem, providing the quick and accurate manufacturing job costing you need to get the job done.

Make-to-order, engineer-to-order, project-centric, and job shop manufacturers: Comment below in the comments section and let us know what core functionality you think a manufacturing ERP should provide! Strategies Group believes manufacturing ERP software should integrate your production planning and shop floor processes with CRM, sales orders, inventory, purchasing, accounting, and reporting from one central location. And it should be in real-time. Acumatica cloud ERP and Acumatica Manufacturing Edition provide this and more.

The “more” includes the extremely important ability to create detailed and accurate manufacturing job costing based on capturing details such as labor, materials, machine, and set up costs. You also have the power to create new estimates quickly and to make multiple revisions without losing the history of the changes (or who made them). How you start the manufacturing process with your potential customer says a lot about how you’ll complete it.

Check out the Infographic below – How to compete for new business with accurate estimates driven by complete costs. You’ll learn how a scalable and full-featured ERP for manufacturing can be the difference between getting the job or losing it to the competition.

5 tips for Manufacturing Job Costing

A manufacturing ERP should help you define, collect, and manage data easily, seamlessly, and on-time. When it comes to manufacturing job costing, Acumatica Manufacturing Edition incorporates costing functionality into the operational subsystems including Bill of Material and Routing, Inventory Management, Production Management, Purchase Order Management, Estimating, and Sales Order Management, all of which integrates with financial applications (Accounts Payable, Accounts Receivable, and General Ledger). You also have the Business Intelligence and Reporting and Dashboard capabilities a modern manufacturer needs to compete.

We’re no longer putting out fires. We are preventing the fires from happening. So, that’s been a huge improvement

Christa Peterson, Director of Accounting & Finance, Specified Technologies Incorporated
With Sage, our technical support was generally very slow. You would put a ticket in and maybe you’d hear back from them two, three days later. With Acumatica, you get an almost immediate response.

Glenda Starkweather, Vice President, Boulder Creek Stone

acumatica manufacturing edition

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Strategies Group Recognized as Registered Salesforce Partner

salesforce registered partnerStrategies Group, a consulting and technology partner specializing in the construction, distribution, manufacturing, eCommerce and field service markets, is officially a Registered Salesforce Partner.

This designation marks an important milestone for Strategies Group and demonstrates a commitment to helping clients enhance their customer experience by leveraging the power of the Salesforce cloud.

Strategies Group will help customers navigate the Salesforce ecosystem by offering:

  • US-based Salesforce experts available for one-time custom projects or on-going engagements
  • Affordable pricing focused on helping clients maintain their Salesforce system without adding full-time resources
  • Knowledgeable CRM consultants with proven industry expertise

“As a New Salesforce Partner, we bring over 20 years of experience in CRM Systems with us as well as our knowledge of manufacturing, distribution and construction verticals,” said Daniel Collins, CRM Consultant. “We will continue to strive for excellence in all engagements with our clients as we work to find solutions to make the client’s business process more efficient and their data more actionable. Our clients will find our team is able to provide innovative solutions to their day to day business challenges via Salesforce’s technology.”

Do more with your Salesforce system. See how Strategies Group’s Salesforce consulting services can help you optimize your CRM system.

team up with a registered salesforce consultant

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Outdated Construction Software Solutions are Crippling Your Revenue

Just say no to legacy construction software solutions!

Sadly, the state of construction software solutions – until recently – has been an embarrassment. For the past 10 years, traditional construction software vendors have avoided providing a defined product roadmap to their customers.

As an organization, these vendors fear the idea of providing their customers with a long-term picture of the product’s future: Doing so means making a commitment to their customers…. Something no legacy construction software vendor wants to do.

After a decade of working in the AEC space I am no longer surprised to hear the following things from owners, end-users and key stakeholders:

• “I just got my bill increasing my annual support and maintenance, remind me again what I get for this? Some vendors have said they can replace my entire system for what I am paying in just support and maintenance costs…”

• “I don’t feel like they are reinvesting in us, as users. I wonder if they really know how our organization works and the challenges we face?”

• “So, explain to me again how this software will save my construction firm money?”

Construction Software Solutions are Milking Your Pockets

Traditional construction software vendors are being pressured by their investment partners to devote their resources to sales and marketing – not product development. Their intention is to grab up as much of the market as possible, keep these customers around for long enough to fund a new solution offering, and then turn around and sell the new solution offering back to their customer base. Imagine paying to lease a Ferrari, but only receiving a broken-down Yugo…

Rather than relying on innovation and value to build their business, these publishers rely on their brand recognition from decades of working in the construction market. In my opinion, once a software vendor relies upon their name recognition vs. their value proposition, I know that the vendor belongs in a museum; not as part of my long-term growth plan.

Bottom line, construction software vendors have buried their collective “heads in the sand” and are not willing to accept the brutal reality that selling overly complex solutions, software licenses and milking recurring revenue is a dead business model for the AEC market.

That’s why we are doing something about it…

We Partner with Construction Firms, NOT Construction Software Vendors

As part of our company ethos, we are committed to helping construction firms find the best solutions for their unique situation. Your firm makes a commitment to the built-world every day and that’s why we are making a commitment back to you.

Join us on October 10th as our panel of experts discuss the total cost of ownership construction firms face with maintaining outdated construction software solutions.

Join the construction tech panel on September 12th!

Posted in: Construction Software

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