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Choosing an ERP is a major decision for construction and real estate firms. This Playbook outlines what to look for in a modern, cloud-based solution and how to assess whether your current system can support growth. It’s designed to help project leaders, finance teams, and executives understand the features that matter, the warning signs of outdated technology, and key considerations during your evaluation. 

What’s Inside 

Who It’s For 

Canadian construction and real estate firms looking to improve visibility, streamline processes, and modernize their technology stack. 

Why It Matters 

The right ERP reduces manual work, supports better forecasting, and gives teams real-time access to project and financial data. This Playbook helps you evaluate solutions with clarity and avoid costly missteps. 

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.

If you’re running Sage 100 Contractor or Sage 300 CRE, you already know the strengths and limitations of the software. So when spreadsheets, delays, and manual processes become the norm, it’s time to step back and reassess. 

This free 10-point checklist will help you: 

Download the self-assessment checklist today and see if your current ERP is still the right fit for your construction firm. 

Between labour shortages, production delays, and increasing pressure to modernize, Canadian manufacturers are being pushed to do more with less.
What you’ll uncover:
Our 7-Point Readiness Checklist helps you assess whether your system is still supporting your operations or holding them back. It’s a quick, practical tool to help you spot risks early and take action.
Between razor-thin margins, inventory uncertainty, and customer expectations that never stop climbing, Canadian distributors are under pressure. And if you’re still relying on outdated ERP systems or manual workarounds, you’re putting profits, agility, and scalability at risk.
What you’ll uncover:
Our 7-Point Readiness Checklist helps you quickly assess whether your current ERP is holding you back and if it’s time to explore smarter solutions designed for today’s distribution challenges.

Artificial Intelligence is no longer reserved for large enterprises—it’s a game-changing tool for small and midsized businesses ready to modernize and grow. This practical checklist helps you evaluate your organization’s readiness for AI across five critical areas: Data Integration, Automation, User Adoption, Scalability, and Security. By identifying strengths and gaps, you’ll gain clear direction on how to harness AI to improve productivity, enhance decision-making, and future-proof your business systems.

Selecting an ERP manufacturing management and accounting system to run your business is a decision that will affect your company for many years. Many products offer the same or similar features, and it can be confusing to sort out what’s important and what’s not.
Download this PDF to compare the features and benefits of manufacturing system vendors across five categories.

Have you outgrown QuickBooks? Then it’s time to have a close look at Acumatica. At the forefront of the cloud ERP evolution, Acumatica is a best-in-class software for rapidly growing companies. Get a straightforward comparison here to see all the ways that Acumatica leads the way over QuickBooks.