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 998 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 998 standard requirements:
- How does Acumatica's financial management module integrate with other modules, such as inventory management, accounts payable, and accounts receivable, and what benefits does this integration provide?
- What are the benefits of using Acumatica's procurement module for managing procurement risk, including tracking and managing risk factors such as vendor insolvency and supply chain disruptions?
- Can Acumatica's data analytics module integrate with external data sources such as social media, IoT devices, and third-party APIs to provide a more comprehensive view of business performance?
- Can Acumatica's business intelligence module integrate with other Acumatica modules, such as financials, distribution, or project management, to provide a unified view of business operations?
- What types of reporting and analytics tools are available in Acumatica's data analytics module to support predictive analytics, and how do these tools differ from traditional reporting tools?
- What are the different types of procurement documents that can be created in Acumatica, such as purchase orders, requisitions, and invoices, and how are they used in the procurement process?
- Can Acumatica's data analytics module integrate with other modules such as CRM, ERP, and eCommerce to provide a unified view of business performance and support data-driven decision-making?
- How does Acumatica's data analytics module enable users to create custom dashboards and reports to track key performance indicators (KPIs) and metrics that are relevant to their business?
- How do you use Acumatica's accounts receivable module to identify and manage bad debt and doubtful accounts, and what are the implications for the general ledger and financial reporting?
- Can Acumatica's data analytics module support predictive analytics and machine learning capabilities to forecast future business outcomes and identify potential risks and opportunities?
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 998 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:
- Activity Duration Estimates: Why is there a new or renewed interest in the field of Acumatica project management?
- Risk Audit: Have all possible risks/hazards been identified (including injury to staff, damage to equipment, impact on others in the community)?
- Decision Log: Behaviors; what are guidelines that the team has identified that will assist them with getting the most out of team meetings?
- Planning Process Group: To what extent are the participating departments coordinating with each other?
- Closing Process Group: Contingency planning. if a risk event occurs, what will you do?
- Cost Management Plan: Does all Acumatica project documentation reside in a common repository for easy access?
- Project Schedule: Is Acumatica project work proceeding in accordance with the original Acumatica project schedule?
- Procurement Audit: Was timely and equal access to contract documents and information provided to all candidates?
- Activity Duration Estimates: How have experts such as Deming, Juran, Crosby, and Taguchi affected the quality movement and todays use of Six Sigma?
- Variance Analysis: Is the entire contract planned in time-phased control accounts to the extent practicable?
Step-by-step and complete Acumatica Project Management Forms and Templates including check box criteria and templates.
1.0 Initiating Process Group:
- 1.1 Acumatica project Charter
- 1.2 Stakeholder Register
- 1.3 Stakeholder Analysis Matrix
2.0 Planning Process Group:
- 2.1 Acumatica project Management Plan
- 2.2 Scope Management Plan
- 2.3 Requirements Management Plan
- 2.4 Requirements Documentation
- 2.5 Requirements Traceability Matrix
- 2.6 Acumatica project Scope Statement
- 2.7 Assumption and Constraint Log
- 2.8 Work Breakdown Structure
- 2.9 WBS Dictionary
- 2.10 Schedule Management Plan
- 2.11 Activity List
- 2.12 Activity Attributes
- 2.13 Milestone List
- 2.14 Network Diagram
- 2.15 Activity Resource Requirements
- 2.16 Resource Breakdown Structure
- 2.17 Activity Duration Estimates
- 2.18 Duration Estimating Worksheet
- 2.19 Acumatica project Schedule
- 2.20 Cost Management Plan
- 2.21 Activity Cost Estimates
- 2.22 Cost Estimating Worksheet
- 2.23 Cost Baseline
- 2.24 Quality Management Plan
- 2.25 Quality Metrics
- 2.26 Process Improvement Plan
- 2.27 Responsibility Assignment Matrix
- 2.28 Roles and Responsibilities
- 2.29 Human Resource Management Plan
- 2.30 Communications Management Plan
- 2.31 Risk Management Plan
- 2.32 Risk Register
- 2.33 Probability and Impact Assessment
- 2.34 Probability and Impact Matrix
- 2.35 Risk Data Sheet
- 2.36 Procurement Management Plan
- 2.37 Source Selection Criteria
- 2.38 Stakeholder Management Plan
- 2.39 Change Management Plan
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
Results
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.
