Successfully reported this slideshow.
We use your LinkedIn profile and activity data to personalize ads and to show you more relevant ads. You can change your ad preferences anytime.
7 Cool Things
to Demo in
Acumatica 5.0
Gabriel Michaud
Better
Faster
Stronger
Version 5.0
Why you need some sizzle in
ERP
1 – Tailoring the User
Experience
• Tailoring to the user
• User Personas
• Different set of screens and dashboards based ...
2 – One System for Everything
• Easy to embed content from external applications
and sites
• Embedding widgets into wiki p...
3 – Easy Navigation
• List interface
• Column Filters
• Grid Search
• Filtering by example (Shift+F)
• Browsing filtered r...
4 – Working with Excel
• Exporting data
• Refreshing from Excel
• Power BI
• Bi-directional: uploading a price list
• Inte...
5 – Collaborating and
Involving Everybody
• Using Activities, Tasks and Reminders
• File Attachments
• Portals
• Wikis and...
6 – Working for You
• Processing Screens
• Scheduling
• Recurring Transactions
• Document Templates
• Notifications
7 – Customizing Acumatica
• Adding a New Custom Field
• Preview Mode
• Advanced Customizations
• If you want to know more ...
Wrap-Up
Key Takeaway: There’s a lot of cool and
exciting things in Acumatica!
What’s your favorite feature? What
resonates...
THANK YOU
Gabriel Michaud
gmichaud@acumatica.co
m
Skype: gabrielmichaud
@gabrielmichaud
7 Cool Things to Demo in Acumatica 5.0, by Gabriel Michaud
7 Cool Things to Demo in Acumatica 5.0, by Gabriel Michaud
7 Cool Things to Demo in Acumatica 5.0, by Gabriel Michaud
Upcoming SlideShare
Loading in …5
×

7 Cool Things to Demo in Acumatica 5.0, by Gabriel Michaud

733 views

Published on

Director of Product Management Gabriel Michaud talks through 7 Cool things to demo in Acumatica 5.0 during the Product Breakout Track at the Acumatica Partner Summit 2015 in Long Beach, CA

Published in: Business
  • Be the first to comment

  • Be the first to like this

7 Cool Things to Demo in Acumatica 5.0, by Gabriel Michaud

  1. 1. 7 Cool Things to Demo in Acumatica 5.0 Gabriel Michaud Better Faster Stronger Version 5.0
  2. 2. Why you need some sizzle in ERP
  3. 3. 1 – Tailoring the User Experience • Tailoring to the user • User Personas • Different set of screens and dashboards based on your role • Customizing the screen (hiding column, moving column) • Branding to your customer • Changing Login Images • Changing the UI theme • Modifying the Site Map
  4. 4. 2 – One System for Everything • Easy to embed content from external applications and sites • Embedding widgets into wiki pages and dashboards (Box.com, Stock Market Info) • Adding external page into site map (Excel online dashboard) • Easy to embed Acumatica into external applications • Getting URL • Wordpress Demo • Anytime, anywhere, on any device • No plug-in or special app; works on any browser
  5. 5. 3 – Easy Navigation • List interface • Column Filters • Grid Search • Filtering by example (Shift+F) • Browsing filtered results • Universal Search • Natural Language Search • Narrowing Down • Exact Search • Screen Search • Favorites • Drill-down • Custom Inquiries
  6. 6. 4 – Working with Excel • Exporting data • Refreshing from Excel • Power BI • Bi-directional: uploading a price list • Integration Services
  7. 7. 5 – Collaborating and Involving Everybody • Using Activities, Tasks and Reminders • File Attachments • Portals • Wikis and Document Management
  8. 8. 6 – Working for You • Processing Screens • Scheduling • Recurring Transactions • Document Templates • Notifications
  9. 9. 7 – Customizing Acumatica • Adding a New Custom Field • Preview Mode • Advanced Customizations • If you want to know more on customization: go to next session with Mikhail Schelkonogov, Acumatica’s CTO • Also two-part session tomorrow where I will demonstrate the power of the Acumatica platform
  10. 10. Wrap-Up Key Takeaway: There’s a lot of cool and exciting things in Acumatica! What’s your favorite feature? What resonates most with your prospects? Questions?
  11. 11. THANK YOU Gabriel Michaud gmichaud@acumatica.co m Skype: gabrielmichaud @gabrielmichaud

×