Checklist Archives

Manual reporting and data wrangling slowing your team down? Watch this on-demand webinar to see how Phocas FP&A can transform your Acumatica ERP data into real-time dashboards, automated reports, and powerful analysis – without relying on spreadsheets or IT expertise. As a pre-integrated, out-of-the-box solution for Acumatica, Phocas gets you up and running fast so you can start making data-driven decisions right away. Tailored for manufacturing, distribution, and construction businesses, Phocas makes it easy to see, share, and act on the numbers that matter most. In this on-demand webinar, you’ll learn how to:

Eliminate manual reporting with automated financial and operational dashboards, synced directly with your Acumatica data
Drill into real-time metrics across inventory, sales, cashflow, and more – by customer, rep, or product
Empower teams with self-serve reports and insights – no technical expertise required
Discover the full value of your Acumatica data in just a few clicks with Phocas BI.

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.

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

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.

Choosing the right time to invest in ERP is just as important as choosing the right system. This quick checklist helps construction firms evaluate whether their current tools, like spreadsheets or legacy systems, are holding them back.

Whether you’re scaling up, taking on more complex projects, or just tired of disconnected tools, this checklist can help you assess your needs and start planning.

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.