Streamline your Processes with Software Solutions for the Built World

Your Trusted Partner for Software Solutions for Manufacturers, Distributors, and Contractors.

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. 

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.

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

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Unlock the potential of your construction projects with our comprehensive management tools. Streamline your processes and improve project outcomes.

Bill of Materials & Routing

02

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

03

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

04

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.

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

01

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

01

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.

Why Strategies Group?

We make sure to be honest during the sales process regarding whether Strategies Group and your organization are a suitable fit. We also align on needs. We avoid fitting square pegs into round holes and place a premium on industry knowledge.

Using procedures based on industry best practices, guaranteeing 20 years of durability. By opting to focus on Acumatica ERP, which is recognized for its futuristic methodology, we ensure proficiency in guiding your business towards effective technological integration. Following onboarding, your project is paired with a committed project manager who is assisted by highly skilled consultants with expertise in construction, manufacturing, distribution, and field service.

We prioritize customer success management as we optimize your ERP experience. A customer success manager is assigned to you at the start of your journey, guaranteeing individualised attention. Following the go live, quarterly check-in meetings ensure that you’re getting the most out of your Acumatica system. Our in-house support includes yearly system evaluations and a committed team that helps with updates and continuous system upkeep to keep your business operations operating efficiently.

More than Just an ERP

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.

Trust Us

Discover how our solutions have impacted real people and businesses across various industries, improving efficiency overall performance.

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Experience unparalleled efficiency and growth with our tailored solutions. Discover how we can help you streamline operations and achieve your business goals.

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