Acumatica Implementation Checklist and Resource Guide Course Curriculum
Course Overview This comprehensive course is designed to equip participants with the knowledge and skills required to successfully implement Acumatica ERP solutions. The course covers a wide range of topics, from pre-implementation planning to post-implementation support, and provides a detailed checklist and resource guide to ensure a smooth and effective implementation process.
Course Outline Module 1: Introduction to Acumatica ERP
- Overview of Acumatica ERP and its features
- Understanding the benefits of Acumatica ERP
- Acumatica ERP architecture and infrastructure
- System requirements and compatibility
Module 2: Pre-Implementation Planning
- Defining project scope and objectives
- Identifying key stakeholders and their roles
- Establishing a project timeline and milestones
- Developing a budget and resource plan
- Conducting a feasibility study and risk assessment
Module 3: Implementation Methodology
- Overview of the Acumatica implementation methodology
- Understanding the different implementation phases
- Configuring the system for implementation
- Data migration and integration strategies
- Testing and quality assurance
Module 4: Configuration and Setup
- Configuring company and user settings
- Setting up financial modules (GL, AR, AP)
- Configuring inventory and warehouse management
- Setting up procurement and sourcing
- Configuring sales and customer management
Module 5: Data Migration and Integration
- Data migration strategies and best practices
- Migrating data from legacy systems
- Integrating with third-party systems and services
- Using Acumatica's data import and export tools
- Data validation and quality assurance
Module 6: Testing and Quality Assurance
- Developing a testing plan and strategy
- Creating test cases and scripts
- Conducting unit testing and integration testing
- User acceptance testing (UAT) and defect tracking
- Performance testing and optimization
Module 7: Training and Adoption
- Developing a training plan and strategy
- Creating user documentation and guides
- Conducting end-user training and support
- Change management and adoption strategies
- Measuring user adoption and feedback
Module 8: Go-Live and Post-Implementation Support
- Planning and executing the go-live process
- Providing post-implementation support and maintenance
- Monitoring system performance and addressing issues
- Continuously improving and optimizing the system
- Best practices for ongoing support and maintenance
Module 9: Advanced Topics and Best Practices
- Advanced configuration and customization
- Using Acumatica's advanced features and tools
- Best practices for system administration and maintenance
- Troubleshooting common issues and errors
- Staying up-to-date with Acumatica's latest releases and features
Module 10: Course Wrap-Up and Certification
- Reviewing key takeaways and course objectives
- Preparing for the certification exam
- Receiving a Certificate of Completion issued by The Art of Service
Course Features - Interactive and engaging course content
- Comprehensive and up-to-date course materials
- Practical and real-world applications
- Expert instructors with extensive experience
- Certification upon completion
- Flexible learning options and self-paced study
- User-friendly and mobile-accessible course platform
- Community-driven discussion forums and support
- Actionable insights and hands-on projects
- Bite-sized lessons and lifetime access to course materials
- Gamification and progress tracking
By completing this comprehensive course, participants will gain the knowledge and skills required to successfully implement Acumatica ERP solutions and receive a Certificate of Completion issued by The Art of Service.,
Module 1: Introduction to Acumatica ERP
- Overview of Acumatica ERP and its features
- Understanding the benefits of Acumatica ERP
- Acumatica ERP architecture and infrastructure
- System requirements and compatibility
Module 2: Pre-Implementation Planning
- Defining project scope and objectives
- Identifying key stakeholders and their roles
- Establishing a project timeline and milestones
- Developing a budget and resource plan
- Conducting a feasibility study and risk assessment
Module 3: Implementation Methodology
- Overview of the Acumatica implementation methodology
- Understanding the different implementation phases
- Configuring the system for implementation
- Data migration and integration strategies
- Testing and quality assurance
Module 4: Configuration and Setup
- Configuring company and user settings
- Setting up financial modules (GL, AR, AP)
- Configuring inventory and warehouse management
- Setting up procurement and sourcing
- Configuring sales and customer management
Module 5: Data Migration and Integration
- Data migration strategies and best practices
- Migrating data from legacy systems
- Integrating with third-party systems and services
- Using Acumatica's data import and export tools
- Data validation and quality assurance
Module 6: Testing and Quality Assurance
- Developing a testing plan and strategy
- Creating test cases and scripts
- Conducting unit testing and integration testing
- User acceptance testing (UAT) and defect tracking
- Performance testing and optimization
Module 7: Training and Adoption
- Developing a training plan and strategy
- Creating user documentation and guides
- Conducting end-user training and support
- Change management and adoption strategies
- Measuring user adoption and feedback
Module 8: Go-Live and Post-Implementation Support
- Planning and executing the go-live process
- Providing post-implementation support and maintenance
- Monitoring system performance and addressing issues
- Continuously improving and optimizing the system
- Best practices for ongoing support and maintenance
Module 9: Advanced Topics and Best Practices
- Advanced configuration and customization
- Using Acumatica's advanced features and tools
- Best practices for system administration and maintenance
- Troubleshooting common issues and errors
- Staying up-to-date with Acumatica's latest releases and features
Module 10: Course Wrap-Up and Certification
- Reviewing key takeaways and course objectives
- Preparing for the certification exam
- Receiving a Certificate of Completion issued by The Art of Service