2. Introductions and Agenda
Presentation Agenda:
• Acumatica Overview
• System Flows
- Integrated field to project
- Mobile functionality
• Q&A
• Summary and Next Steps
Blytheco Team:
• Ryan Hooper, Associate Solutions Engineer
3. INTEGRATIONS / IMPORTS
Integrated Field to Project
TIME ENTRY PROCESSING PROJECT COSTS / REPORTS
Foreman
Project
Accountant
Involved Stakeholders
5. • Integrated field to project
• Data flows through the system which eliminates double entry
• No more guessing about project health
Summary
• Mobile functionality
• Actions on critical business decisions can be done straight on the mobile
• Data flows seamlessly and instantaneously between traditional and mobile ui
Editor's Notes
Good afternoon, everyone…. Ready to get started?
Is everyone ok if I record this presentation?
Stephen, Jane and I appreciate the opportunity today to show you how Acumatica can meet and exceed your needs and vision at Grove Bags
Naturally, you’ll have a lot of questions,
And during the presentation, we’ll have some questions for you as well, so that we can make sure we cover all the critical points of interest
We have 2 hours set aside for this presentation, is that still the case?
So that we can make sure we focus on your needs, what would you like to get out of today’s time together?
Thanks, that’s helpful
Typically, the way the presentation goes is that:
We’ll spend the first few minutes on Acumatica and our company, Blytheco, so that you can be familiar with the companies behind your solution
Next, we’ll spend about 15 minutes on the Acumatica product ease of use, navigation, KPIs & dashboards and universal search functionality
Then we’ll take you on a tour through Acumatica’s capabilities that match your needs, to show how Acumatica can solve some of the challenges you have been facing
Lastly, we’ll open it up for Q&A and then finish with the next steps in the process
At the end of the presentation, we’d like to know if what we presented truly looks like it will fit your needs
If not, do you feel comfortable telling us that and why?
If all goes as planned and you feel that Acumatica is a fit, we’ll discuss the next steps
Before we begin, if an issue with Teams arises during the presentation, we’ll re-establish the connection quickly for you.
