Internet Customer Solutions, Inc

Internet Customer Solutions: Acumatica Customers

​

• Internet Customer Solutions

  • Trial for the finance suite, the distribution suite and the CRM suite

  • Trial for purchasing computers, VoIP phones, computer networking supplies and software for clients

  • Trial for sales quotes, sales orders, shipments and invoicing stock and service items, and payment processing

  • Trial for banking, bank reconciliaton and closing fiscal months and year for tax filings

  • Trial for prospecting via the Acumatica CRM

• Asbestos Removal Company. Work done:

  • Business requirements analysis and development of Acumatica solution

  • Implemented the Acumatica solution consisting of the finance suite and the distribution suite

  • Implemented the construction project management. See more details under Construction Experience

• Food Distributor. Work done:

  • Business requirements analysis and development of Acumatica solution

  • Implemented the Acumatica solution consisting of the finance suite and the distribution suite. See details.

  • Implemented the NexVue Prime Foodservice solution software

  • Implemented import scenarios and security access rights

  • Proposed two customizations: listing only substitute items of the customer in the Sales Order, calculating the PO quantity for next week based on the past shipment quantities or the past SO quantities. Documented the functional requirements.

• Fabrics Manufacturer and Distributor​: Work done at the client site:

  • The manufacturing company assembles cushions and pillows, and sells them via ECom (B2B) to national retail chains,  and via email sales to brick stores. ​

  • The distribution company imports fabric rolls from overseas, and gets flat rolls (remnants) from the US furniture manufacturers. The distribution company distributes them to retailers and manufacturers. There is a branch for fabric rolls and one for flat rolls. 

  • Planned the project and reported the status of it via MS Teams and Smartsheet,

  • Developed the detailed business requirements and documented them in MS Teams.  VIdeo recorded some operations, and discussed them via MS Teams, 

  • Developed the detailed functional requirements (logical design) aka the Acumatica possible solution. Tested the major transactions and discussed them with the client. Special solutions were documented for factoring, container shipping management and work order planning. They were discussed with the client since I worked at  the client site for about 6.5 months. 

  • Installed the Acumatica Cloud ERP instance with several tenants for testing, training and customization.

  • Configured the Finance and the Distribution suite using as much as possible current GL accounts, vendor coding, customer coding and item coding. Two companies and two branches for each company were configured. 

  • Created classes for vendors, customers and items that really make sense and that represented their vendor expense groups, market segments and product lines.

  • Migrated the data from Sage 100 (MAS90) to the Acumatica Cloud ERP.

  • Provided Excel files populated with data imported from Sage to the client so that the client could easily clean out data and assign classes. All these Excel files were stored in MS Teams folders that were properly structured for the client. This enabled simultaneous access to Excel files, and enabled fast editing of the Excel files by the clients and me. ​

  • Ran the Acumatica import scenarios

  • Provided the client access to basic real vendor, customer and item data so that they could test purchases, sales and payments. Provided them proper user instructions and trained them. 

  • The client could see every day the work planned for that day, and the work done the day before. All this was in MS Teams. 

  • Staying full time at the client side enabled me to fully comprehend the business requirements rapidly and accurately. It also enabled me to see the business processes in action, to understand the daily challenges, to understand why the client did certain transactions a certain way, to understand their terms and codes, and to capture their pain points and priorities. It enabled me to show the client during the functional requirements phase how the Acumatica cloud ERP can make it easier to do their transactions. A mutual respect and appreciation was quickly developed. 

• Construction companies​ in Canada. Work done:

  • Land developer company​

    • Developed the business requirements and the functional requirements. Documented them in Google folders.​

    • The functional requirements contained several project design options for project budgets, purchase requisitions, project revenue and cost budgets, commitments and condo sales. Design options included the use of stock items, non-stock items or project tasks for the condo units. Costs and revenue was only recognized when the building was completed. 

    • Set up test tenants and tested the above project design options. This was all documented so that the customer could follow the steps during implementation. 

  • General contractor companies​

    • Documented the project design option and project data flow for General Contractors​

    • Tested the project design option and documented it. 

    • Addressed their specific questions after testing my proposed solution. 

  • Manufacturing and construction company

    • Helped develop the functional requirements for carrying kit assemblies and for using the kit assemblies in installation projects. Construction project management was used for the installation projects. 

• Construction companies in the USA. Work done:

  • Discovery and Logical Design of:

    • Payroll for Independent Contractors saving $100K/year

    • Explored ADP, Lumber and Project Planner

    • Recommended Acumatica Payroll for employees saving $40K/year

    • Documented a time-phased approach for construction projects so that progress can be measured

​

​