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3 Scenarios that Require a Partner vs. Direct Acumatica Implementation

When an Acumatica Implementation Needs a Partner

You will face literally dozens of decisions on your journey to a new, modern ERP for your business. One of the most impactful decisions is whether to select a partner or go directly to the software creator for your Acumatica implementation. Here are three scenarios where you will want to rely on an Acumatica Certified Partner to achieve your Acumatica Cloud ERP implementation goals.


Scenario 1: Industry Expertise Required

It would take a sizable team to be able to specialize in the unique accounting and finance requirements of every industry. Unfortunately, it’s typically in those industry-related requirements where implementations fail to achieve all the goals you set for your new ERP. If your company has a significant number of accounting and finance processes required by your particular industry, you’ll be better served by a partner with specific experience installing software for other companies in your industry.

For example, the needs of the maintenance, repair and overhaul (MRO) industry are unique and there are few solutions built specifically for them. We designed ProMRO specifically to answer the challenges of an MRO business and its functions, such as parts sales and project tracking.

Team Member Project Guide

Scenario 2: Holistic or Complex System Needs

The reality is that no two ERP implementations of the same software are identical. If your company is on the smaller side, starting up, or has simple requirements, relying on the Direct team for your implementation is most likely sufficient. It’s when you have a complex ERP implementation or need to replace more than your ERP that it’s time to look for an experienced and trusted partner for your implementation.


At Clients First, ERP is only one of the areas of expertise we offer. Customers have chosen us to help them with many business concerns, including:

  • Consulting and Analysis - we have been implementing software within the MRO, Job Shop, Manufacturing and Services industries for 20 years.  We have learned a thing or two about how to make the best of the tools you have and present your gaps along with gap solutions. 
  • Reporting Solutions - time-critical decisions are simplified when you equip your business with turnkey solutions that enable fast data access, flexible reporting, accurate dashboards, and actionable KPIs available from anywhere.
  • Partnerships with Vetted Add-on Solutions or ISVs -our team vets every ISV or add-on that we recommend which will save you time and ensure you are reducing the risks associated with additional software solutions.  We can also recommend several IT companies that our customers use.  Nothing in it for us, we just like to help our clients have the best experiences. 
  • Connect Your Business Together - win customers and unify operations with complete eCommerce management built inside your core ERP business application.

Scenario 3: Ongoing Value and Support Desired

The success of your new system is only beginning once your cloud ERP implementation is ending. This is a critical time when change management is essential for driving new adoption. It’s important for teams to leave behind the old ways of doing things if your new system is going to be successful. Also, it’s important to understand that your system should be able to keep up with your business as it grows and needs change.

For us, our clients’ ongoing value and ability to grow is right in our name: Clients First. That’s why we strive to create ongoing value for your teams beyond the end of your ERP implementation. We stay up to date on the latest technologies and trends and keep you informed on concerns that may impact your business. We’re also reviewing and using new software and technology that we can recommend to keep you competitive and efficient over time. And you get tailored, efficient support from the team that knows your system inside and out already, saving you time when you need help the most.

Come see us at TPS 2022!

For those of you in turbomachinery and related industries, you can meet us at TPS in booth 2924. TPS is a vital industry event September 12-15, 2022, offering a forum for the exchange of ideas between rotating equipment engineers and technicians worldwide. Now surpassing 50 years, TPS is known for its impact on turbomachinery, pump, oil & gas, petrochemical, power, aerospace, chemical and water industries through two pathways: the technical program and exhibition. To find out more, please visit the event page at https://tps.tamu.edu/event-info.

We will have Acumatica experts at Booth 2924 ready to help guide you on your journey to optimal MRO efficiency to ensure your company’s growth. Nothing replaces a live presentation so please reach out to us to schedule a demonstration for your business. Please call us at 800.331.8382 or send us an email at info@cfbs-us.com today.

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