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Seeking Guidance on Company-Wide Onboarding

  • February 4, 2025
  • 3 replies
  • 102 views
S

Hi Everyone,

We’re in the process of onboarding acumatica platform company-wide and I would love to hear from those who have successfully implemented similar rollouts. We are nervously excited. We are a small business roughly 100+ employees Operations, Wearhouse, service etc. Specifically, i am interested in any best practices, challenges to anticipate, and any insights on training and adoption strategies.

If you’ve gone through this process before, i would really appreciate any lessons learned. Looking forward to your thoughts!

Thanks in advance,

Best answer by Heidi Dempsey

​@Sandin  You have a great partner that will guide you through all of this.  We do have lots of documentation in Help Acumatica there is a good Getting Started with Acumatica section and on our University  Acumatica Open University has lots of free classes.

mike.gillum
J

3 replies

Heidi Dempsey
Community Manager
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  • Heidi Dempsey
  • Community Manager
  • Answer
  • February 4, 2025

​@Sandin  You have a great partner that will guide you through all of this.  We do have lots of documentation in Help Acumatica there is a good Getting Started with Acumatica section and on our University  Acumatica Open University has lots of free classes.

mike.gillum
Chris Hackett
J
C
Freshman II
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  • Charanjit
  • Freshman II
  • February 4, 2025

We are also working towards going live April 1. 50+ employees. We have been created Operating procedure (SOPs) documents for all our critical processes, have had to CRP workshops with all respective owners including approvers doing transactions with all other key managers watching and providing comments on gaps/improvements. Key is to have a limited number of knowledge champions that can sustain the evolution to maturity post go live. will watch this thread for more best practices.

Chris Hackett
J
PeterNicholson
Freshman II
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I spoke to ClickLearn at Acumatica Summit 2025.  I haven’t looked at pricing, but I was very impressed with their product offering.  Multiple different learning methods (not everyone learns by just reading an SOP manual), the ability to step through processes in your own instance, and multi-language support.  Might be worth the up-front investment  vs. the ongoing support.

Chris Hackett
J
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