Innovative Acumatica Customization for Seamless Operations
ABOUT THE CLIENT
Our client, a leading utility rental company based in the USA, successfully implemented Acumatica and sought additional customization to enhance operational efficiency. We provided tailored solutions to optimize their processes and address their specific challenges effectively.
Streamlined Build Automation
Problem
Tracking changes made in General Inquiries (GIs), Business Events, and Reports during migrations to higher environments was difficult.
Solution
We developed scripts to extract individual XML files and commit them to Git for version control. This allowed for easy tracking of modifications and ensured consistency across environments.
Business Impact
Enhanced visibility into changes, streamlined migration processes,and improved accuracy in version management, overcoming a major challenge for Acumatica developers and users.
Accelerated Development with No-Code Features
Problem
Field and screen-level security settings were manually configured across multiple environments, making the process time-consuming and prone to errors.
Solution
We automated security rights configuration using an Import Scenario,where an Excel spreadsheet maintained all security settings. The spreadsheet was version-controlled using Git, allowing DevOps teams to review, track, and update security configurations efficiently.
Business Impact
Reduced manual errors and enhanced version control with Git and a centralized security settings sheet for improved visibility and consistency.
Enhanced Security and Access Control
Problem
Traditional C# customization was time-consuming and required extensive coding efforts.
Solution
We leveraged Acumatica’s no-code and low-code features, such as Business Events and Workflow Automation, which can handle 60-70% of custom logic without writing code. Our approach prioritizes finding efficient no-code solutions to minimize development complexity.
Business Impact
Faster project delivery, reduced dependency on custom coding, and improved agility in implementing business logic, leading to significant time and cost savings.
TOOLS & TECHNOLOGIES USED
Client
Testimonials
Explore Our Success Stories
Utility
Dynamic Flex ServiceScheduler for Managing Site-Based Service Requests
The Flex Service with dynamic UI empowered the client’s staff to efficiently manage services per site from a single interface. This led to:
- Faster quote finalization
- More accurate service scheduling
- Improved user satisfaction and operational agility
Utility
Streamlining Customer Invitations: Empowering CSRs with Automated and Scalable Outreach
To enhance customer engagement and streamline outreach, the organization aimed to empower Customer Service Representatives (CSRs) with tools to manually and automatically invite customers during key interactions such as quote and order processing. The goal was to maintain consistent brand communication, support bulk invitation capabilities, and ensure robust tracking for audit and reporting. Through a combination of automation, user-friendly interfaces, and standardized templates, the solution delivered measurable operational efficiency and improved customer experience.