A leading roofing company struggled with disjointed software systems that hindered their daily operations and project tracking. Their existing stack, including Builder Trend, Hover, and QuickBooks, failed to communicate effectively, resulting in inefficiencies and a lack of comprehensive data visibility.
Valenta addressed these challenges by implementing Acumatica ERP, replacing Builder Trend and QuickBooks while retaining Hover for its industry-specific functionality. This integration streamlined the company’s operations and provided a unified platform for managing projects and financials.
A comprehensive 1.5-hour discovery session was conducted to thoroughly evaluate the client’s business processes, identifying the need for an ERP solution.
Acumatica ERP was recommended after a detailed review of the current processes. The client aimed to align their processes with Acumatica’s so the implementation team prioritized training  and  coaching  the  client’s  employees on using the out-of-the-box functionality.
Weekly meetings were scheduled to implement each module systematically. These meetings focused on understanding the client’s operations and aligning them with the Acumatica software.
During the go-live phase, a seamless transition was ensured by migrating and verifying the accuracy and completeness of data from legacy systems to Acumatica.
Following the go-live, the world-class support team engaged with the client through weekly meetings. These sessions addressed the client’s pain points and identified knowledge gaps, making the transition to Acumatica productive and engaging.
Acumatica ERP provided comprehensive project and financial data tracking, eliminating the previous communication gaps between disparate systems.
By consolidating software applications, Valenta enabled the company to achieve smoother day- to-day operations, significantly reducing inefficiencies.
The migration to Acumatica ERP enabled the company to gain a clearer understanding of its financial performance across projects, facilitating better decision-making.
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