How Acumatica ERP Enabled Seamless Project Tracking and Financial Clarity for a Leading Roofing Company
How Acumatica ERP unified disjointed systems to deliver seamless project tracking, operational efficiency, and financial clarity.
Who We Helped: Top-Rated Roofing Company
The client is a top-rated roofing company based in Nashville, specializing in residential, commercial, and multi-family roofing installation. With years of experience and expertise, they handle projects of any complexity, delivering highquality workmanship and meticulous attention to detail. They offer a range of durable and stylish roofing options, ensuring long-lasting protection and aesthetic appeal, all backed by years of warranty protection.
The Challenges
A leading roofing company struggled with disjointed software systems that hindered their daily operations and project tracking. Their existing stack, including Builder Trend, Hover, and QuickBooks, failed to communicate effectively, resulting in inefficiencies and a lack of comprehensive data visibility.
- Disjointed software systems hindered daily operations and project tracking.
- Existing stack (Builder Trend, Hover, and QuickBooks) failed to communicate effectively.
- Inefficiencies and lack of comprehensive data visibility across operations.
Identifying Inefficiencies
Manual processing, delayed decision loops, and systemic bottlenecks created elevated operational risks, capping volume expansion and shifting critical bandwidth to daily overhead.
The Solution
Valenta addressed these challenges by implementing Acumatica ERP, replacing Builder Trend and QuickBooks while retaining Hover for its industry-specific functionality. This integration streamlined the company's operations and provided a unified platform for managing projects and financials.
Discovery Session
A comprehensive 1.5-hour discovery session was conducted to thoroughly evaluate the client's business processes, identifying the need for an ERP solution.
Process Optimization
Acumatica ERP was recommended after a detailed review of the current processes. The client aimed to align their processes with Acumatica's so the implementation team prioritized training and coaching the client's employees on using the out-of-the-box functionality.
Implementation
Weekly meetings were scheduled to implement each module systematically. These meetings focused on understanding the client's operations and aligning them with the Acumatica software.
Go-live
During the go-live phase, a seamless transition was ensured by migrating and verifying the accuracy and completeness of data from legacy systems to Acumatica.
Post-Go-Live Support
Following the go-live, the world-class support team engaged with the client through weekly meetings. These sessions addressed the client's pain points and identified knowledge gaps, making the transition to Acumatica productive and engaging.
Key Business Outcomes & Results
By deploying Acumatica ERP, Valenta eliminated communication gaps between disparate systems, streamlined day-to-day operations, and delivered actionable financial performance insights.
Key Performance Gains
- Enhanced Data Tracking: Acumatica ERP provided comprehensive project and financial data tracking, eliminating the previous communication gaps between disparate systems.
- Streamlined Operations: By consolidating software applications, Valenta enabled the company to achieve smoother day-to-day operations, significantly reducing inefficiencies.
- Financial Clarity: The migration to Acumatica ERP enabled the company to gain a clearer understanding of its financial performance across projects, facilitating better decision-making.
Core Business Outcomes
Replaced Builder Trend & QuickBooks with Acumatica ERP while retaining Hover
Eliminated communication gaps with comprehensive project and financial tracking
Consolidated software applications to achieve smoother day-to-day workflows
Clear understanding of financial performance across all active projects