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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:

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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!

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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.

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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!

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Collaborate 2018: Join us on October 15th!

Collaborate 2018: The Construction Industry’s Best User Conference Is Only Getting Better

Connection. Every part of our daily lives benefits from connection. And construction is literally about building connections. So how do we better connect – with each other, with different parts of our company, through our use of technology? That’s the power of connection, and that’s the glue that brings us all to Collaborate 2018.


Experience the Value of Connection

More than 2,000 construction operations, field and technology professionals responsible for billions in revenue, thousands of employees and scores of projects attend Viewpoint’s Collaborate. Get to know your peers.

In 2017, more than 40% of Collaborate attendees were General Contractors, and more than 20% each represented either Heavy Highway or a Specialty Subcontractor. The rest were a sampling of industry associations, exhibitors, partners, Viewpoint employees and other people you want to know better.

By role, nearly 45% of attendees are from Finance & HR roles, 5% Principals & Executives, 15% from Field & Operations, 15% of Project Management roles and, finally, almost 20% with IT-specific roles.

Top 10 Reasons You Should Attend Collaborate 2018

Collaborate 2018 - Top 10 Reasons You Should Attend

Register Today!

Don’t just listen to us, though. More than 50% of our attendees return every year – that’s saying something about the value of this conference. So, what do they have to say?

“I find great value in attending Collaborate each year. The educational sessions provide an opportunity to speak directly with product experts and developers. Viewpoint connects me with other users to discuss how they use the software. I have met people from around the country that I stay connected to throughout the year.”
—Dave Wright, Executive Vice President & CFO, Hunter-Davisson, Inc.

Join Dave and other Viewpoint customers and register for Collaborate 2018 today!

Attend Collaborate 2018 and experience the power of connection!

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Take the Guesstimating Out of Your Construction Job Costing

Does it sometimes feel like your bidding process relies upon guesstimating your costs, from labor to materials? Do any of the following statements sound familiar regarding construction job costing?

  • I hate not knowing the cost to complete a job
  • Our team is struggling with the challenges of tracking time in the field
  • No matter what we do, our jobs simply don’t make money
  • We have too many internal systems

Now, Acumatica Construction Edition eliminates the guesstimating by offering the toolset you need to secure new business with concrete and accurate costing. Construction job costing with the right construction ERP sets you up for increased profitability and customer satisfaction.

Is Your Construction Job Costing, Costing You Jobs?

Check out the below infographic from Acumatica to see how building software helps you efficiently manage every project-related activity from setup, bidding, tasks, and change orders to close-out and warranty service needs. Whether you’re in the office or out in the field, you’re ready to go—even when you’re on the go.

Check out the below infographic to see how Acumatica helps ensure accurate construction job costing

See Why More Contractors are Choosing Acumatica

More contractors are choosing Acumatica than ever before. For example, Texas Scenic Company, Inc. has found success using Acumatica Construction Edition. They were using a legacy construction accounting software when they were introduced to Acumatica. Our construction ERP was exactly what they needed to improve their business insights and efficiency.

“It’s a modern cloud solution that handles our manufacturing, service, distribution, and construction business in one cohesive integrated solution allowing a seamless flow of data,” says Chief Financial Officer Ron Fairchild.

Project management no longer needs to include crossing your fingers. Acumatica Construction Edition is built to help you beat the competition, from the RFI stage to project completion. Learn more about how you can ditch your old legacy system:

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Acumatica, Hands Down the Best Wholesale Distribution Software

Acumatica, is hands down, the best Wholesale Distribution Software solution on the market. Don’t take our word for it, listen to what real customers have to say:


Why are Distributors selecting Acumatica as their distribution management system? Simple, distributors recognize the benefits of Acumatica’s all-inclusive functionality and robust business intelligence, eCommerce, mobility, pricing, and shipping features.

Here are our 6 reasons Acumatica is hands down the best wholesale distribution software:

See why Acumatica is hands down the best warehouse distribution software!Business Intelligence
Manufacturing is more than what happens in your facilities. Consider the suppliers and transportation networks providing the materials you use, and the distributors, retailers, and customers that use the products and create the demand that you fulfill. In Aberdeen’s Manufacturing Operations Benchmark Study**, manufacturers were asked to select their top strategies. The results:

Acumatica’s distribution management suite provides accurate, company-wide inventory data that lets you create proactive, responsive replenishment operations and minimize inventory costs. To stay competitive, distributors need to know:

  • The true availability and cost of the inventory from requisition through shipping
  • On-hand balance in each warehouse and location – in real time
  • Data and analytics on product movement, sales trends, current inventories, and markets
  • Accurate replenishment and distribution management planning
  • Detailed information on lot/serial numbers, shelf life, and expiration

Mobility & Omnichannel
“Omnichannel” support provides the flexibility to support direct customer ordering, distributors, and B2B with a similar customer experience, whether the individual contacts you through desktop browsers, mobile devices, brick-and-mortar stores, or catalog sales. Customers may access your site from multiple locations, at various times and from different devices, while coordinating with other decision-makers during their process of research, comparison, and ordering the products they plan to purchase.

Wholesale Distributors offer multiple prices for the same item based on the quantity of units, completion timeframe, and other discounts. Finding distribution software that gives Distributors the pricing freedom they need is a critical component in their decision- making process. Acumatica is specifically designed with a powerful pricing algorithm; customer specific pricing is simple enough for small business and broad enough for intricate multi-national corporations. Acumatica offers Distributors the pricing flexibility they need.

When shipments are not properly organized, Wholesale Distributors know the resulting consequences can be catastrophic, which is why Wholesale Distributors make accuracy one of their utmost priorities. By cross-referencing with multiple item identifications by individual suppliers and your system, Acumatica is able to improve overall shipping accuracy.

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How Construction Business Intelligence Tools Improve Profit Margins

Advanced construction business intelligence tools are changing the game. See how!Construction Business Intelligence tools are more than just a fancy buzzword — 2018 appears to be the year that these tools take center stage. Business Intelligence (BI) comprises the strategies and technologies used by enterprises for the data analysis of business information. BI technologies provide historical, current and predictive views of business operations. Unfortunately, contractors of all sizes are losing a lot of money because they are not tapping into the critical business analytics available to them. Experts put the potential loss of revenue from failing to leverage this asset in the billions of dollars.

What’s the Disconnect? Why More Firms aren’t Leveraging Construction Business Intelligence Tools..

Better business intelligence, or BI, could improve profits and productivity, but only half of all construction firms are tracking information at all, according to a McGraw-Hill study. This study found that:

  • Only 37% of workers can access information outside the trailer
  • Only 37% use cloud services to share information

Some companies mistakenly think they are leveraging BI because they’re using apps or other stand-alone software. But that technology often serves only to silo data, making it difficult, if not impossible, to access and analyze for actionable insights. Even more firms are stuck in the outdated use of manual data entry, spreadsheets and CSV files, which are more limiting when it comes to sharing and optimizing data. The report found:

  • 49.2% manually enter data
  • 44.7% use spreadsheets
  •  31.9% use CSV files

The bottom line, experts say, is that failure to capture BI with an integrated solution is costing construction firms untold millions in lost productivity. Capturing, sharing and reporting all that data can help contractors better manage cost, risk and collaboration — not to mention increase profits

Five Ways Construction Business Intelligence Tools Improve Profit Margins

Reduce job site error, waste and inefficiencies – all while improving profit margins – with these five benefits of BI:

  1. Achieve a global view of projects past and present:

  • See how accurate past bids have been as well as where the market is headed to make more accurate bids
  • See trends across projects to make strategic business decisions based on actionable insights
  1. Improve efficiency and margins with real-time data:

  • See where problems or bottlenecks are happening and address them immediately, rather than getting information about them weeks later when the problem has eaten into margins
  • Have instant access to metrics, such as payroll, to see whether work is being done on budget and where spend can be reduced
  1. Bring together office and field data with standard reporting:

  • Ensure standardized reporting that is easily viewed on customizable dashboards and reports
  • Get access to data that otherwise might be siloed or unusable
  1. Manage resource (people and equipment) more effectively:

  • Better predict when equipment needs maintenance to avoid breakdowns and job stops
  • Track workers’ licenses, insurance and certifications to know when they expire and better schedule accordingly to ensure enough labor for upcoming projects
  1. Monitor risk more effectively:

  • Keep daily tabs on contract requirements, legal restrictions and safety issues by project and locality
  • Analyze safety incidents with real-time data to see where weak spots are occurring and be more proactive in preventing them rather than reacting to them

See How Your Peers are Utilizing Construction Business Intelligence Tools in Their Day-to-Day Business Life

Southeastern Site Development, a Southeastern regional construction firm, is incorporating advanced reporting and Business Intelligence tools to set the nearly 12-year-old company above its old-school competition. Click below to learn more.

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