5 min read

5 Usability Factors to Include in Your ERP Cloud Selection

Nancy Phillippi Aug 7, 2023 11:21:30 AM

Remember to Prioritize ERP Usability on Your ERP Cloud Selection Checklist

For a successful adoption of ERP, usability is crucial. Consider these five factors for ERP usability to add to your ERP cloud selection checklist. It's imperative to get the software you've implemented up and running as soon as possible. It's more important that your company uses the software once it's up and running. A successful implementation will undoubtedly provide significant benefits by streamlining operations and boosting profits. In contrast, a failed implementation may lead to economic ruin. Even if the software has all the functionality, it will be a waste of investment if it is not implemented correctly and employees refuse to use it.

Since we are certified Acumatica Cloud ERP partners, it's worth mentioning that Acumatica ranks #1 in the Latest Nucleus Research SMB Value Matrix Report of 2023. Acumatica Cloud ERP emerged as the frontrunner in the ERP Usability category, solidifying its position as the industry leader. SMBs must be especially careful while investing in a new ERP since funds for investing in businesses are limited.

5 ERP Usability Factors to Consider In Your ERP Selection Checklist

Download this solution brief to discover the importance of ERP usability in a business software solution.

In this solution brief, you will gain valuable insights into the top five factors that enhance both profitability and usability.

REAL-TIME DATA AND VISUALIZATION

In today's fast-paced business environment, access to real-time data and visualization is crucial for companies looking to stay competitive. With ERP software like Acumatica Cloud ERP, businesses can leverage advanced reporting and analytics tools to gain real-time insights into their operations. This means that decision-makers can access up-to-date information on key metrics such as sales, inventory levels, and financial performance, enabling them to make data-driven decisions quickly and accurately. Additionally, the ability to visualize this data through intuitive dashboards and interactive charts allows for a deeper understanding of trends and patterns, helping businesses identify growth opportunities and optimize their processes.
PERSONALIZED REPORTING AND KPIs

Another essential factor in ERP usability is the ability to generate personalized reports and key performance indicators (KPIs). Acumatica Cloud ERP offers a robust reporting engine that allows users to create customized reports tailored to their needs. Whether it's sales reports, inventory analysis, or financial statements, businesses can design reports that provide relevant and actionable insights. Furthermore, the software enables the creation of personalized KPIs, which allow companies to track progress toward specific goals and objectives. This level of customization ensures that users have access to the most relevant information to their roles and responsibilities, enhancing overall productivity and decision-making.
ABILITY TO ENGAGE ALL USERS

ERP systems are used by employees across different departments and roles within an organization. Therefore, the software must be user-friendly and intuitive, ensuring all users can easily navigate and perform their tasks efficiently. Acumatica Cloud ERP prioritizes user experience, offering a modern and intuitive interface designed to engage and empower all users. With customizable dashboards, role-based access, and mobile accessibility, employees can access the system from anywhere, anytime, making it easier to collaborate and contribute to the organization's success.
INDUSTRY-DRIVEN

Every industry has its unique requirements and challenges and an ERP system should be able to address these specific needs. Acumatica Cloud ERP is designed to be industry-driven, offering industry-specific functionalities and capabilities that cater to the unique demands of various sectors. Whether you're in manufacturing, distribution, retail, field services or services, the software provides tailored solutions that align with industry best practices. This industry-specific focus ensures businesses can optimize their operations, streamline processes, and stay ahead of the competition.
EASE OF BUILDING CONNECTIONS

In today's interconnected business landscape, the ability to seamlessly integrate with other systems and platforms is essential. Acumatica Cloud ERP offers a flexible and open architecture, making it easy to connect with third-party applications, such as CRM systems, e-commerce platforms, and payment gateways. This enables businesses to leverage existing investments and add new functionalities as needed, without costly and time-consuming customizations. The ease of building connections ensures that companies can adapt and scale their ERP systems to meet evolving business needs, ultimately driving profitability and success.

By prioritizing real-time data and visualization, personalized reporting and KPIs, user engagement, industry-driven solutions, and ease of building connections, Acumatica Cloud ERP delivers a comprehensive and user-friendly solution that fuels profitability and enables businesses to thrive in today's competitive landscape.

ACUMATICA CLOUD ERP USABILITY EMPOWERS YOUR COMPANY

When you upgrade to Acumatica, your entire company will be empowered to work efficiently when they can easily use the system and access the data they need to do their job. Acumatica's bi-annual enhancement releases are driven by direct customer feedback. This focus on customer-driven innovation has led to numerous product advancements for many companies and industries. Acumatica has won numerous usability awards.

9 NEW BENEFITS FOR USABILITY IN ACUMATICA CLOUD ERP 2023 R1:

"Highlight and provide additional information about new features via the hover functionality, which will not interrupt the user’s workflow.
Improve business event transparency by sending notifications about event activity to users who previously owned the event, such as support or sales staff.
Optimize the approval process by choosing a user to receive another user’s approval requests over a predefined period.
Increase visibility and find data faster with the preview mode, which renders recognized documents in the side panel.
Balance user experience and security by allowing users to adjust the system’s default logout time in their preferences.
Increase the accuracy of your internal controls and reporting by uncovering errors, omissions, or duplications by synchronizing fixed assets and GL periods.
Boost precision and reduce manual errors with automatic tax zone assignment based on entered addresses (country, state, postal code).
Track and analyze your pipeline’s performance and overall health while identifying opportunities for growth via robust out-of-the-box opportunity summary reports.
Enhance tax reporting processes for your Canadian business by reviewing the history and surfacing remittance reports in Acumatica before submitting the T5018 form to the Canadian Review Agency (CRA)." (Learn more about all the enhancements here - Acumatica Cloud ERP Software Version 2023 R1 Overview

Our Clients First company has Gold Certified Acumatica consultants that serve as the first point of contact for our Acumatica customers. In addition, Acumatica's Customer Support is available to address product issues as part of a dual-layered service. We have met and exceeded the strict certification requirements mandated for all VARs, making competence a top priority for the Acumatica channel. Some points reinforce Acumatica's philosophy of prioritizing customers and customer feedback.

"Acumatica LIVES by its mission to be the most customer-friendly ERP provider, as evidenced by:

A formal “Customer Bill of Rights” manifesto guarantees every user fair and friendly treatment.
An Acumatica customer portal to facilitate collaboration with trading partners such as vendors, customers, and outside consultants.
A steadfast focus on developing and supporting a singular ERP product with significant R&D investment (75% of Acumatica resources help develop and test the software).
Free online training for ALL employees via Acumatica Open University.
Award-winning usability and satisfaction ratings from industry sources G2, IDC, Nucleus Research, and Gartner. Winner of the coveted CODIE award for the best software product in 2021."(Download ebook here: Evaluating Acumatica and Oracle NetSuite: Considerations for SMB Companies - page 6)

ABOUT CLIENTS FIRST

Business software should increase productivity, improve profitability, and be easy for staff to use. Most of today’s ERP solutions are good at finance and have horizontal niches for distribution, manufacturing, maintenance, repair, and overhaul for aviation and heavy equipment. This makes searching for a software solution more about what the implementation partner can do to help you get the most out of the system. That is why Clients First is not a software company. We are a business solutions and services company.

Clients First can be reached at 800.331.8382 or via email at info@cfbs-us.com. We would be pleased to discuss your next ERP project for Acumatica, Dynamics 365 Finance and Supply Chain or Dynamics Business Central.

Subscribe to our Acumatica Cloud ERP blog here!

Acumatica Modules Overview 2023

3 Scenarios that Require a Partner vs. Direct Acumatica Implementation

Our Twitter feeds, Linkedin pages and Facebook profiles are full of additional offers and insights into our company culture.

Blog: https://blog.cfbs-us.com/acumatica-cloud-erp

Twitter: www.twitter.com/ClientsFirstTX

LinkedIn: www.linkedin.com/company/clients-first

Facebook: www.facebook.com/ClientsFirstBusinessSolutions

You may also contact us via email or phone at:

info@cfbs-us.com

(800) 331-8382