Doug Johnson and Ali Jani present some great Acumatica implementations from the current year, including many solutions developed in partnership with ISVs. Jon Roskill, Richard Duffy, and the Acumatica Leadership team present the final Summit thank you notes and Q&A.

3. Solution Showcase
Doug Johnson, Sales Engineer
Ali Jani, VP of Product Management &
Services
Better
Faster
Stronger
Version 5.0

4. Solution Showcase
Overview
Agenda:
• ISV solutions backed-up by customer
deployments
Retail / Electronic Retail
• Classical Conversations (Books,
literature)
• Colorado Components (auto-parts
distributor)
• Caswell (electro plating)
Manufacturing
• PowerPrime Pumps (industrial supplies,
make to stock)

5. Classical Conversations
Fusion POS: Portable Sales Terminals /
Projects

6. Requirements and
Benefits Requirements
• Mobile POS terminals for
event sales
• Integration with EchoSign,
carriers, Yahoo, and Drupal
website
• Event profitability
Benefits
• Real-time inventory tracking across 80
sites
• Sales tax calculation based on event
location
• Scales to process 1,000s of orders per
day
• Improved fulfillment processes

7. Classical Conversations
Workflow
Other
POS and
inventory
sites
Sales Rep
(on site)
Customer
(at event/
fair)
Event
(Project)
Warehouse
Sales order, payment
details, and shipping
information sent
Costs and revenues
for the event
maintained as a
project in Acumatica
Non-carried
books received
via mail
Shipment
scanned via
Fusion WMS
4
Payment collected,
books taken or
ordered
Buy and order
books
1
2
3
5

8. Ship the Order

9. Classical Conversations
Chris Sanford
CTO, Classical Connections
“Acumatica and FUSION POS help us
manage event sales, inventory, and
event success factors in real-time across
multiple cities.”

10. Colorado Components
& Caswell
Kensium: Ecommerce using Magento

11. Colorado Components
Storefront

12. Requirements and
Benefits
Requirements
• B2B and B2C in one site
• Real-time inventory and
shipping
• Catalog quick order
Benefits from Integration
• Maintain inventory & pricing
in one system
• Automated order processing
• Arm dealers with better
information
• Scaled customer-facing
processes

13. CC Dealer
Colorado Components
Workflow
Confirmation, charge amount, receipt,
tracking
Direct online
order
Online orders
and inventory
inquiries
Pay via credit
card
Pay on
account
Email
confirmation
Order to
warehouse
1
Customer
a
b
Warehouse
(Texas)
2

14. Requirements and
Benefits
Benefits from Integration
• Process hundreds of orders without manual
intervention
• Maintain inventory/pricing in one place
• Customers get order status and shipment tracking
from Magento
Requirements
• Existing storefront with
reward points
• Rapid deployment
• Grow without adding
employees

15. Caswell Workflow

16. Caswell Plating
Lance Caswell
Owner, Caswell Plating
“Acumatica and Cloud9 ERP
implemented in 10 days so we could
continue growing our business
without adding people.”

17. PowerPrime Pumps
Make-to-Stock and Make-to-Order
Manufacturing

18. Requirements and
Benefits
Requirements
• Integrated CRM,
accounting, and
manufacturing
• Make-to-stock and
make-to-order
• Document management
for specsBenefits
• Integrated CRM, accounting, manufacturing
via web
• MRP sources hundreds of parts with long
lead times
• Quotes for custom items integrated with
manufacturing

19. Municipality
PowerPrime Flow
Sales
Quote
Quote in
CRM
Quote approved, SO created
(specs attached)
BOM created,
parts sourced
Pump
built
Pump shipped and
invoiced
1
PowerPrime
Sales Rep 2
6
5
4
3

20. PowerPrime Production
Stagin
g
Productio
n
Test Finishing Quality
• Production Order Maintenance
• To
Inventory
• Material Planning
• Critical Materials

21. PowerPrime Pumps
Joel Molina
PowerPrime Pumps
“Working with Acumatica and JAAS allows us to
manage our sales and production processes from
a single integrated system.”

22. Innovation will continue
…
Retail
Ecommerce
Manufacturing

25. Thank You, Windows
2003

26. Thank You, Sage

27. Thank You, Government

28. Thank You, Google
For giving us such good
placement on your website

29. Thank You, Seahawks

30. Thank You, Mitt, Who
Founded Bain, Who
Bought…

31. Thank You, NetSuite

32. Thank You, Sponsors

33. Thank You, Partners

34. We’re In It
Together
The Perfect Partner…

35. The Perfect Partner
Executes Together Differentiates Leverages Partner Program
Challenges UsTakes Share Pursues Excellence
Leads with
Acumatica

36. What Makes Acumatica
Your Perfect Partner
Reason #1
Right Product
Reason #2
Right Ecosystem
Reason #3
Right Programs
Let’s Unlock Business Potential Together

37. Join Us On The Road

38. Q&A

39. And Orlando In Feb 2016

40. •Know your rooms
• Tech Admin S4
• Int Financials S1
• Distribution S7
• Developer S3
• Ecommerce Integration S5
•See you next year!
Staying For Training?

41. Thank You