Acumatica Toolkit

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Lead IT strategic and Operational Planning to achieve business goals by fostering innovation, prioritizing IT initiatives, and coordinating the evaluation, deployment, and management of current and future IT systems across your organization.

More Uses of the Acumatica Toolkit:

  • Generate and maintain monthly/quarterly reporting package to track performance and key business metrics for the executive team and management.

  • Draw on supply team members expertise and network to grow knowledge and sourcing of different item categories and products.

  • Initiate: daily communication with clients, Solution Architects, Project Managers, implementation teams, testers, on implementation subjects.

  • Drive a solution set across development and marketing teams through market requirements, user and Buyer Personas, product planning, and communication.

  • Manage day to day operations of the primary manufacturing and supporting applications, ensuring controls are in place surrounding completeness and accuracy of data.

  • Serve as a back up for preparing and processing weekly check run and ensure adherence to accounts payable policies and asset protection.

  • Identify: schedule and lead discovery meetings with clients to gather requirements for the implementation project.

  • Assign and oversee the daily tasks of the Technical Information Team, ensuring all team members have the information needed to achieve project goals and timelines.

  • Develop and keep all project artifacts organized and up to date; ensure project artifacts are centrally stored and accessible to team members and customers.

  • Ensure your team complies; monitors system performance and usage to maintain security and reliability, coordinates new software releases, fixes, and upgrades with technical team and users.

  • Become skilled in gathering information from multiple data sources to synthesize and deliver robust messaging and positioning materials.

  • Provide first/second level IT contact and IT Problem Resolution to the Manufacturing, Cultivation, and Distribution/Warehousing execution team.

  • Ensure you expand; understand how to create and bring to life great integrated marketing programs to connect with your target market to address pain points.

  • Confirm your design participates in lean daily management process and leads Root Cause Analysis with teams to improve processes.

  • Drive Process Improvements and optimization of inventory systems and supporting tools/inputs into the financial system, as import/export extracts, system queries and manually compiled data.

  • Develop report, dashboards, KPIs utilizing ERP tools, Power BI, Power Apps and other associated databases and technology.

  • Coordinate the efforts of the Sales, Production, Accounting and Shipping departments in reference to customer needs.

  • Warrant that your design creates production plans that outline all equipment and labor resources needed to facilitate quality and timeliness of all manufacturing activities.

  • Supervise: effectively plans, monitors and meets production schedules to ensure production volumes and output are in line with organization and sales requirements.

  • Develop management reports that identify areas of success and deficiencies for sales management to redirect and refine field sales activities.

  • Deliver in depth Market Research and intelligence for the mid market in ERP horizontally and on an industry specific basis.

  • Ensure you understand the transactional flow through various systems to monitor and ensure accurate financial results.

  • Provide internal reporting on the status of sales opportunities, as potential deal value, prospective close timelines, and issues holding up the close of sales opportunities.

  • Manage work with customers to achieve the best solutions for customer to maximize product use, benefits, and functionality.

  • Devise: track issues, software bugs, and enhancements, in the various Supply Chain systems and follow through to resolution.

  • Facilitate the compilation and distribution of informational materials for team projects and initiatives and maintain inventory of materials.

  • Identify: liaison between sales management, finance, it, Customer Service, and outside software personnel to communicate needs, requirements and oversee successful implementation.

  • Identify: monitor supplier performance in areas as fulfillment rate, On Time Delivery, and quality, and provide feedback to suppliers.

  • Ensure you are organized and analytical, and able to eliminate implementation obstacles through creative and adaptive approaches.

  • Provide applicable onsite training and coaching to the Cultivation, Manufacturing, and Supply Chain Operations teams.


Save time, empower your teams and effectively upgrade your processes with access to this practical Acumatica Toolkit and guide. Address common challenges with best-practice templates, step-by-step Work Plans and maturity diagnostics for any Acumatica related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Acumatica specific requirements:

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Acumatica Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a Data Driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals...

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 999 new and updated case-based questions, organized into seven core areas of Process Design, this Self-Assessment will help you identify areas in which Acumatica improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. Is risk periodically assessed?

  2. What are (control) requirements for Acumatica Information?

  3. Why a Acumatica focus?

  4. What tools and technologies are needed for a custom Acumatica project?

  5. What tools do you use once you have decided on a Acumatica strategy and more importantly how do you choose?

  6. Do you aggressively reward and promote the people who have the biggest impact on creating excellent Acumatica services/products?

  7. Do you feel that more should be done in the Acumatica area?

  8. How long will it take to change?

  9. Is a Acumatica team work effort in place?

  10. What Acumatica metrics are outputs of the process?

Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the Acumatica book in PDF containing 994 requirements, which criteria correspond to the criteria in...

Your Acumatica self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the Acumatica Self-Assessment and Scorecard you will develop a clear picture of which Acumatica areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough Acumatica Self-Assessment
    • Is secure: Ensures offline Data Protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:


STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Acumatica projects with the 62 implementation resources:

  • 62 step-by-step Acumatica Project Management Form Templates covering over 1500 Acumatica project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Cost Management Plan: Eac -estimate at completion, what is the total job expected to cost?

  2. Activity Cost Estimates: In which phase of the Acquisition Process cycle does source qualifications reside?

  3. Project Scope Statement: Will all Acumatica project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the Acumatica project team have enough people to execute the Acumatica project plan?

  5. Source Selection Criteria: What are the guidelines regarding award without considerations?

  6. Scope Management Plan: Are Corrective Actions taken when actual results are substantially different from detailed Acumatica project plan (variances)?

  7. Initiating Process Group: During which stage of Risk planning are risks prioritized based on probability and impact?

  8. Cost Management Plan: Is your organization certified as a supplier, wholesaler, regular dealer, or manufacturer of corresponding products/supplies?

  9. Procurement Audit: Was a formal review of tenders received undertaken?

  10. Activity Cost Estimates: What procedures are put in place regarding bidding and cost comparisons, if any?

Step-by-step and complete Acumatica Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

2.0 Planning Process Group:

3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log

4.0 Monitoring and Controlling Process Group:

  • 4.1 Acumatica project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance

5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 Acumatica project or Phase Close-Out
  • 5.4 Lessons Learned



With this Three Step process you will have all the tools you need for any Acumatica project with this in-depth Acumatica Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Acumatica projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based best practice strategies aligned with overall goals
  • Integrate recent advances in Acumatica and put Process Design strategies into practice according to best practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Acumatica investments work better.

This Acumatica All-Inclusive Toolkit enables You to be that person.


Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.