This A&E ERP Readiness Assessment helps firms evaluate whether their current systems are supporting growth—or limiting performance.
It’s designed to help you identify gaps in project visibility, profitability tracking, resource planning, reporting, and operational alignment so you can better understand if your firm is ready to optimize existing systems or consider a move to something new.
By reviewing key areas like process consistency, data reliability, technology readiness, and leadership alignment, you’ll gain a clearer picture of how well your systems support project delivery, financial performance, and strategic decision-making—and what your next step should be.
Download the assessment to get started.
Professional services firms rely on insight, accuracy, and control—not disconnected systems.
Aktion helps A&E and professional services organizations modernize ERP, data, and operations with solutions built for project-based work.
From software selection through implementation and ongoing support, we align technology to how your firm actually operates.
The result is better project visibility, stronger financial control, and a technology foundation that supports sustainable growth.
Learn How Aktion Supports Professional Services Firms

As A&E firms grow, maintaining visibility across projects, resources, and financial performance becomes more complex. This Current-State Checklist helps firm leaders assess how effectively their systems support decision-making, utilization, and profitability. By highlighting common gaps in reporting, integration, and operational workflows, it provides a structured way to evaluate whether your technology is aligned with your firm’s current and future needs.  Download the checklist today and gain a clearer view of how well your systems support performance, growth, and decision-making.

Cloud adoption is no longer a question of if—but how well it supports your business goals.

Whether you’re evaluating a move to the cloud or already running Deltek in a hosted or cloud-based environment, many organizations face the same challenge: understanding what “cloud-ready” really means as business, security, and reporting demands evolve.

In this educational session, Aktion’s cloud experts will walk through the strategic components of cloud readiness, looking beyond infrastructure to examine security, resilience, scalability, cost visibility, and IT capacity. Using a practical readiness framework, we’ll show how Deltek users can identify risk, uncover efficiencies, and ensure their cloud strategy aligns with long-term business and project needs.

You’ll learn:

Architectural, engineering, and professional services firms can’t afford blind spots. When visibility into projects slips, budgets, schedules, and client satisfaction take the hit.
The AES Project Visibility Scorecard helps you quickly gauge where your firm stands today across financials, resources, forecasting, and collaboration. In just a few minutes, you’ll see whether your systems are supporting growth—or holding it back—and get a clear path toward stronger margins, better planning, and happier clients.

View this on-demand webinar with Aktion and Avalara for a 45-minute s’mores break designed for Acumatica users looking to reduce sales tax risk and streamline compliance. Learn how Avalara’s native integration with Acumatica automates tax calculations, improves exemption certificate management, and simplifies returns filing across jurisdictions. You’ll leave with a clear understanding of how Avalara can help your finance team work faster, stay compliant, and scale tax processes as your business grows.

Aktion has added a new Independent Software Vendor (ISV) solution to our catalog for our Infor Distribution ERP customers (CloudSuite Distribution, A+, FACTS, or SX.e), Phocas BI.

Phocas delivers advanced business planning and analytics across your organization with out-of-the-box standard integrations.

Watch as Sales Executive, Alexa West from Phocas Software explains how Phocas BI provides key insight into your business and conducts a demo.

Tax-exempt sales don’t give businesses a get-out-of-compliance-free card. In this webinar, our sales and tax compliance partner, Avalara, will explain the basics of exemption certificates and share tips to help you streamline collection and management to improve customer experience and reduce audit risk.

If your business has tax-free sales, don’t miss this webinar.

In just 60 minutes, you’ll learn:

Are you looking to enhance your reporting and budgeting capabilities with Acumatica? You can save hours of labor every month by combining the power and flexibility of Excel with Acumatica – How? Join Aktion Associates and Velixo for an exclusive webinar and live demonstration to see how we can help modernize your reporting process!

Velixo seamlessly connects Acumatica and Excel, allowing you to create reports, analyze, and interact with your data in real time – all within the familiar Excel environment you already love. Velixo can also push data to Acumatica with the click of a button, making it a game-changer for budgeting and automating data entry while ensuring high data quality for key business use cases.

With Velixo, you can maximize the value of your Acumatica investment, boost productivity, and accelerate business outcomes!

 

Tax-exempt sales don’t give businesses a get-out-of-compliance-free card. In this webinar, our sales and tax compliance partner, Avalara, will explain the basics of exemption certificates and share tips to help you streamline collection and management to improve customer experience and reduce audit risk.

If your business has tax-free sales, don’t miss this webinar.

In just 60 minutes, you’ll learn:

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