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Boost Growth with Best-in-Class Functionality in Acumatica Cloud ERP

Boost Growth with Best-in-Class Functionality in Acumatica Cloud ERP

Acumatica Cloud ERP delivers adaptable cloud and mobile technology with a unique all-inclusive user licensing model, enabling a complete, real-time view of your business anytime, anywhere.  Are you ready to gain a competitive edge and experience this transformation with Acumatica General Business Edition?

In this webinar, you will gain insight into:

  • How you can gain a solid foundation for a complete business automation system
  • Streamlined processing with financial modules, reporting tools, mobile framework, and platform tools
  • Improvements in personalization and core business functions
  • And more

Date: Tuesday, May 10, 2022
Time: 2:00 – 2:30 PM EST

Register Now

How Small Service-Based Companies Stay Competitive with the Big Names

How Small Service-Based Companies Stay Competitive with the Big Names

Service-driven organizations with disconnected software pieces struggle to stay alive in today’s market, let alone drive growth.  How do service industry SMBs thrive? Modern technology is one way that the smaller guys are staying competitive with big businesses. ERP solutions have advanced to give you the tools you need to grow your services business.  Whether you are in Field Services, Professional Services, Managed Services, Construction, or Personal Services modern ERP solutions give you the specific features you need for your business.

Service-Based Industry ERP Needs:

  Professional Services Manage Services Field Services Construction Accounting Personal Services
Software Accounting, professional services automation
(PSA), project accounting, time and expense, CRM.
Accounting, MSP software, remote monitoring and management (RMM), time and expense, CRM Cases. Accounting, field service and dispatch, equipment management, contracts, time and expense, CRM Cases. Construction accounting with job costing, projects, estimating, contracts, payroll, and field service. Medical and hospital management, practice management, case management, electronic medical records, classroom and learning management.
Scheduling Project milestones, resource assignments, support cases. Support cases, technician appointments, system upgrades, and backups. Technician appointments, support cases, preventative maintenance. Job scheduling by project phase with labor assignments and field service appointments. Patient and staff scheduling, curriculum scheduling, resource scheduling, preventative maintenance.
Cost Elements Employee time and travel expenses. Employee time, equipment and repair parts, travel expenses. Employee time, travel expenses, replacement parts, and supplies. Direct and subcontract labor, materials, permits, and supplies. Medical supplies,
fixed assets, legal and insurance, employee wages, administration, transportation.
Location In-house (desk) or customer location (remote consulting). In-house (call center or service desk) or customer location (field service). In-house (depot repair) or customer location (field service). Field-based construction and on-site field services. Primarily in-facility services. Specialty services for in-home medical, tutoring, and other personal services.
Frequency Primarily one- time projects for ongoing customer contracts. Recurring contracted services and one-time break/fix services. Recurring contract appointments or one-time break/fix services. One-time projects for new construction with some recurring service activities. Varied frequency. Educational services are recurring. Medical and legal services tend to be short to mid-term.
Equipment Minimal equipment requirements. Primarily IT hardware and software. Often extensive equipment needs. Heavy construction equipment. Facilities, furniture, medical and office equipment, computer hardware and software.

Common Struggles of Service Businesses

Regardless of the type of service business, there are some common problems across the board.  First, many service industries reported issues such as lack of communication between marketing and sales, which limits the ability to see and follow up on new business opportunities. Incomplete inventory management and procurement features is another issue causing stock-outs and rush orders, wreaking havoc on service schedules dependent on replacement parts and equipment.

ServiceDelayed expense capture methods and other manual processes make it challenging for service-based industries to consolidate labor, materials, overhead, and other costs to accurately see profitability by appointment or project.  One of the largest complaints of businesses using older software is the lack of integration with data for remote field technicians and in-house users.  Even though many applications have add-on field service modules, there is a growing number of synchronization issues limiting the accessibility of data in the field.

Acumatica, a modern, cloud-based ERP solution designed with a service-centric platform helps SMBs with these problems. The ERP system provides fully connected financials, project accounting, order management, and inventory management.  Field service can be added for distributors, manufactures, and construction.  All include powerful inquiries, flexible reporting, user designed dashboards, and easy but robust analytics.

“My dispatchers are thrilled to pieces to have the calendar board, the flexibility to move appointments around as they see fit, the flexibility to assign different technicians to those appointments. Also, it affords us the ability to see who’s out there, who’s working, and how long they’re expected to be on that appointment so we can be more efficient with our estimates to our clients about when we expect to have a technician on site.”

– JENNIFER HARLER, COO, DP AIR CORP

Thumbs UpAnother problem service-based businesses face are service call delays. Not being on top of service calls can destroy customer relationships. Many times, this is due to inefficient scheduling and out of stock situations for replacement parts. How are your technicians able to provide superior service if they do not have the resources they need to do the job right the first time? With the right tools, your business should not worry about service delays, poor communication, substandard service, and poor customer support.  Keep your customers happy so they don’t go somewhere else.

Acumatica provides in-house and remote workers with access to information anytime, anywhere, on any device. Be able to quickly identify each service call’s best resource while ensuring route optimization to get jobs done fast and correct. With the ability to see all the data at your fingertips, you can adjust schedules on-the-fly for emergency calls as well.

With Acumatica built-in case management system you can track and manage support requests effectively. Automate notifications to customers when you receive equipment, or the parts needed for their order. Additionally, technicians can access all information on the road – equipment orders, customer information, service history, photos, documentation and more.

Track and manage support requests effectively with the case management system. Create business events to notify customers when you receive equipment or parts needed for their service orders or when the service order status or dates change.

“We can get contact information to our guys a lot better, and we can put directions on how to get there. We’re more likely to be on time. We get the inventory right — right away — because it’s built into the system. We don’t have to track it down, so billing is a lot more accurate. We don’t have to go back and change anything because the inventory was wrong. Customers are more satisfied because of everything being more accurate and more timely.”

– CODY SHARP, MANAGER OF INSPECT & TEST DEPARTMENT SECURITY SOLUTIONS NW

Contact us and let us show you why Acumatica is the clear choice for growing service organizations like yours.  Learn why our service-based clients rave about this modern ERP solution that has revolutionized their business.

How to Get Paid Faster with Modern ERP Manufacturing Solutions

How to Get Paid Faster with Modern ERP Manufacturing Solutions

Every manufacturer wants to get paid faster but everyone has a different quote-to-cash process. Some manufacturers forecast demand, then build to stock and fulfill orders from inventory. Engineer-to-order manufacturers use CAD applications to design custom products based on customer designs or internally developed specifications. Configure-to-order manufacturers set up features and options to create new items based on customer preferences. Estimating is critical for job shops that rarely stock products they quote and sell to customers.

No matter which production style your business employs, you can benefit from automation. Do you have a modern manufacturing ERP solution that can automate your quote-to-cash process? With Acumatica’s Manufacturing Edition workflows, you get the flexibility of different quote-to-cash scenarios to manage sales, inventory, purchasing, manufacturing, shipments, and accounting.

“Because of Acumatica, we can now place orders faster and react to sales quicker. As a result, I think we’ll be able to reduce our total inventory by somewhere between $1.5 million and $2 million dollars.”

MATT STONER, CFO, DAKOTA RED CORPORATION

Learn more on how Acumatica supports simple and complex processes for manufacturers. The quote-to-cash process comprises three phases and 14 unique steps that most manufacturers use with some variation. Here is how a modern ERP solution can help with each.

Phase 1: Prepare and Sell

Item Definition => Lead Generation => Pre-Quote Activities => Quote Creation => Sales Order Creation

Most manufacturing sales start well before the quote is created. Set up stock items for products and non-inventoried items for services. Leverage embedded marketing automation to generate business leads. Manage the sales cycle with lead assignment and opportunity activities. Acumatica Manufacturing Edition provides applications to create newly manufactured items for a variety of manufacturing environments. Create quotes and send them to customers for electronic approval. Convert quotes to sales orders and manage order details for a clean hand-off to manufacturing.

Phase 2: Produce and Fulfill

Production Order Creation => Scheduling => Material Planning => Production => Fulfillment

ManufacturingManufacturing begins way before sales gets involved in make-to-stock environments – production begins based on forecasted demand and items are stored until the order is placed. In most make-to-order scenarios, manufacturing starts after the sales order is created. Make-to-order manufacturers typically create the production order directly from the sales order, project, or service order. Production orders are scheduled against finite capacity constraints. Purchase orders and production orders for dependent raw materials and subassemblies are suggested through the time-phased material requirements planning (MRP) application. Material and labor transactions are entered throughout the production process or backflushed automatically for work in process costing. The finished goods inventory is updated and ready for order fulfillment.

Phase 3: Account and Analyze

Accounting => Cash => Reporting => Supporting Processes

Accounting engages in the quote-to-cash process at various points for invoicing, vendor payments, and related activities. Invoices are typically sent after the order has shipped. However, some companies send multiple invoices for large items like capital equipment that take longer to make. Vendor invoices are received, vouchered, and paid. Collection activities are managed for past due invoices with phone calls and email communication. Additional activities and reports complete the process with sales commissions and detailed analysis. There are many other supporting applications and processes crucial to perfecting the quote-to-cash process that should not be ignored.

What’s Your Quote-to-Cash Process?

Construction WorkersManufacturers perfect the quote-to-cash process and get paid faster with a comprehensive and modern ERP application like Acumatica. Manage every step effectively and with the flexibility to adapt the system to the way you do business.

Streamline item creation for stock and non-inventoried items. Use manufacturing estimates, the rules-based product configurator, Acumatica for Arena Native Connector, and Engineering Change Control applications to manage finished goods. Acumatica’s embedded CRM includes marketing automation for lead generation with configurable sales processes and automation to manage complex product sales cycles.

Harmonize production plans with resource constraints and material planning processes to ensure maximum throughput. Backflush material and labor processes for accurate and faster transactions. Streamline operations with supporting accounting activities, sales commissions, engineering changes, subcontracted, outside processing, and more.

With Acumatica, you have a complete and connected business application with powerful tools to analyze data in real-time. Manage your business by exception with role-based dashboards, real-time reports and inquiries, and connected business analytics. Download this free playbook from Acumatica on Perfecting your Manufacturing Quote-to-Cash Process and give the Galeforce team a call to learn more about taking your manufacturing business to the next level with a modern, ERP solution.

10 Reasons to Upgrade to Modern Construction Software vs. Staying on Your Legacy System

10 Reasons to Upgrade to Modern Construction Software vs. Staying on Your Legacy System

Your legacy software has gotten you this far. But if your company is ready for a new level of profitable growth, it’s time to transition to a modern construction cloud software solution that can support you all the way. Acumatica Construction Edition is full-featured construction accounting software that helps you connect your field and office teams, improve margins and streamline your most time-intensive processes.

“We had been using a legacy construction accounting software package when we found Acumatica Construction Edition, and it is a perfect fit.”

Ron Fairchild, Chief Financial Officer, Texas Scenic Co.

Here are 10 ways in which Acumatica Construction Edition—a cloud-based solution— delivers greater value than the typical legacy system.

  1. Intuitive: It’s easy to learn and use.  Connect everyone across your organization with the same information, which encourages collaboration and improves accuracy.
  2. Universal Accessibility: Acumatica let’s you access the system from any device, anytime, anywhere.  Supports employees who are working in the field or at a customer site.
  3. Customer and Service Management: Displays real-time data on all customer activities, including customer contacts, quotes, orders, invoices, payments, support cases, and service calls.
  4. Role-Based Dashboard: Delivers real-time visibility into the state of your business by construction role to the right stakeholders at the right time. A self-service dashboard, with drill-down into details, provides comprehensive insights into business performance.
  5. Adaptable Workflows: Automates, controls, and streamlines accounting and back-office construction processes to reduce the burden for accounting, operations, and front-office staff throughout your organization.
  6. Unlimited Users: Let’s employees access the information they need without requiring additional user licenses.
  7. Extensive Integrations: Integrates with leading applications such as Procore, ProEst, and DocuSign.
  8. Low Total Cost of Ownership (TCO): Reduces the total cost of ownership over the foreseeable lifetime of the product (at least 3-5 years), including licensing.
  9. Software Enhancements: Enhances the current software based on customer needs, and develops and adopts new technologies to further streamline customer operations.
  10. Free Training: Experience free online training and built-in User Guide for self-paced learning.

Acumatica LogoWhy Acumatica?

Acumatica puts everything at your fingertips, saving you time and effort at every turn. Whether you are a general contractor, subcontractor, specialty contractor, homebuilder, or land developer – you can rely on Acumatica’s true cloud construction software to handle accounting, project management, payroll, inventory, service management, CRM and mobile – in one cohesive solution.

Accounting: Complete Control, Maximize Profitability

Maximize project profitability, lower risk and easily manage financials. Acumatica Construction Edition allows you to accurately forecast and manage job costs, profits, cash and taxes.

Project Management: Focus on the Project, Not the Paperwork

Stay on top of every project and budget with real-time information at your fingertips. With Acumatica Construction Edition you’ll make decisions more effectively and easily manage and track all daily activities, issues, changes, project documents, and job costs from one central area.

Acumatica Screens

Payroll: Easy-To-Use and Reliable

Simplify payroll setup, processing, and reporting by managing your payroll in-house. Easily capture time and track labor rates for certified and union payroll projects and more. Give employees access to enter time from anywhere eliminating late timecards, costly mistakes, and duplicate data entry.

Inventory: Inventory Management Made Simple

Control system-wide inventory to manage your distribution process efficiently and without losing track of costs. Easily manage inventory delivered to your project with the flexibility of using project sites as distribution hubs.

Service Management: Increase Field Service Productivity

Streamline processes, reduce response times and costs for your field service team resulting in increased customer satisfaction and revenue. Acumatica’s Service Management provides a complete set of functionalities for your field service operations.

CRM: Communicate with Customers, Grow Your Business

Customer Relationship Management was built into Acumatica from the very beginning. From marketing, quoting, and sales to delivery and post-sales support, customer information is always up-to-date and accurate.

Mobile: Connect Your People and Projects

Your employees will thank you for having access from a smart phone or tablet to complete their tasks. Productivity will increase making your construction projects run even more smoothly.

True Cloud Construction and Accounting Software

With today’s complex construction business needs, it’s essential to have a modern software solution that you can always rely on. True cloud construction software saves you time and money while maximizing profits.  With a modern cloud system, you don’t have to pay upfront for hardware and maintenance and you can easily add computing resources on demand.  Additionally, you get state-of-the-art security for your data with cloud software.  Full-time, highly experienced security professionals are guarding your business data.  Data is backed up regularly, on a series of distributed servers, so that it will still be available in case of a disaster.

GFC Paint BrushReady to Team Up with Galeforce Consulting Partners?

Ready to learn how Galeforce Partners can help take your construction company to the next level?  We have partnered with construction firms of all sizes and can provide the critical solutions to drive growth and future-proof your operations. Contact us today, and learn how we can partner with you.

Boost Growth with Best-in-Class Functionality in Acumatica Cloud ERP

How to Transform Your Small Business Into a BIG Business

When businesses outgrow QuickBooks, SMBs choose Acumatica, the Cloud ERP. 

Why? QuickBooks offers users a good starter accounting package at a good price. However, it is designed to handle basic accounting only. To manage business processes outside of financials requires an Enterprise Resource Planning (ERP) solution.

Take a look at Acumatica, the Cloud ERP designed for growing SMBs.

  • True Cloud
  • True Mobility
  • Anytime, Anywhere, Any Device Access
  • Full Functionality
  • Full Database Export
  • Upgrade on Your Schedule
  • Unlimited Licensing
  • Multiple Deployment Options
  • Scale as you Grow
  • Superior Return on Investment (ROI)

Learn how the team at GFC Partners can help you scale and grow with a cloud ERP solution that’s built just for companies like yours. Streamline processing with comprehensive financial modules, user-friendly reporting tools, mobile-first framework, and platform tools that will empower your team and accelerate your growth.  Join us and take a look at Acumatica.

Date: Wednesday, June 15, 2022
Time: 1:00 – 2:00 PM EST

Register Now