Valenta’s ERP Integration Services Provides Major Roofing Company with Unmatched Project Control and Financial Clarity

The Approach

Discovery Session

A comprehensive 1.5-hour discovery session was conducted to thoroughly evaluate the client’s business processes, identifying the need for an ERP solution.

Process Optimization

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.

Implementation

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.

Go-live

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.

Post-Go-Live Support

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.