Our ERP Onboarding Methodology

The only thing more important than the discovery process is the plan. We’ll sit down and go through our findings from discovery, make recommendations and set realistic expectations. We’ll talk through customizations, process improvement, potential issues, resource requirements, what we will and will not be migrating and all the details. You’ll learn what is expected on your end, and what you can expect from us, so we hold each other accountable every step of the way. The end result will be a project plan with clear milestones to get you to your end goal as efficiently and affordably as possible.

Migration is scary for a lot of businesses. You may have years of data scattered about that you think you need to bring into your new system. This couldn’t be further from the truth. We encourage you to think of your new Acumatica ERP system as FRESH START! It is very expensive to re-transact old data and risks breaking your shiny new system. Don’t worry, we will go over all that and make sure you feel comfortable with any decisions you make. We want to make sure that you aren’t bringing bad data, bad processes and bad habits over. It keeps migration not so scary after all and it’s actually a great exercise to take a good hard look at where you are going, not get stuck on where you’ve been.

Though we try to make every ERP implementation as fun as possible, this is where you will really feel the progress. You get to go in and test your new system! In fact, we want you to try to break it so we can get all those bugs worked out before you go live. Not to be a downer, but while you are having fun, you’ll also be working hard. This process involves dedicated time and energy to test the system, document changes and work with us on solutions. Technology is never perfect, but we aim to get it pretty darn close.

Training is actually happening through every step of our ERP onboarding methodology, but we want to make sure before you go live, you are feeling great about it. Poor user adoption is the ultimate wrecking ball to an ERP investment. One of the other great things about Acumatica is their dedication to user training. They have a huge library of webinars, videos, documents and built-in guidance to get users trained on their own terms. And Rockton Connect is right by your side until we here less “I don’t get it.” and more “That’s so awesome!” 

The day will come for you to go live with your Acumatica system (and you will be so happy steps one through five are OVER). This is where you get to see the rewards for all that hard work and commitment. We’ll make sure everything is ready to launch as seamlessly and disruption-free as possible, and be there to resolve any issues if they arise. Now, as you can guess if you’ve talked to anyone that has implemented an ERP system in the history of ERP systems—things can, and probably will, go wrong. They are usually small and fixable but the key is to be prepared, not panic, and have an experienced partner like Rockton Connect there to jump on it like yesterday. And if things go off without a hitch (hey, it really does happen with Acumatica!), we will be celebrating with you like nobody’s business.

Rockton Connect wants to make sure Acumatica is a dynamic asset for your business, not static “set it and forget it” software. That’s why we build service hours into your monthly plan. This frees you (and us) to always be innovating and working on improving your systems and processes. Just like technology, your business will change over time so this gives you a stress-free way to tackle that wish list without surprise costs. We even let you roll your service hours from month to month and bank them for bigger projects to make it that much easier.

Yes, we really do give you unlimited support included in your all-up monthly price. And no, we are not crazy. Why do we do this? Because we want you to actually USE your system. Sharing our knowledge expertise and guidance is why we are in business. No kidding, we’re serious about being your partner for life. Plus, you know, after the implementation we start missing you guys.