FAQ

Acumatica Gold Certified Partner

Acumatica Consulting Services

Polaris Business Solutions helps mid-market companies get Acumatica working the way their business actually works: quicker implementation timelines, improved data quality, and reports that provide clear answers instead of raising more questions. We bring more than ten years of Acumatica experience as an Acumatica Gold Certified Partner.

Acumatica Gold Certified Partner Badge
  • Acumatica Gold Certified Partner
  • 10+ Years of Experience
  • North American Senior Consultants

What Is Acumatica Consulting?

At its core, Acumatica consulting is the work that turns a software purchase into a functioning business system. From planning and selection through deployment and post-go-live support, including custom integrations, tailored reporting, and hands-on training, it covers everything between signing a contract and actually running your operations on the platform.

Success depends on the consultant understanding your operations and configuring Acumatica to match. A distribution company managing multi-warehouse inventory has different needs than a project-based services firm billing by milestone, and the configuration has to reflect that.

Our team works with project-based companies, waste remediation firms, government contractors, and small satellite and space supply chain businesses, bringing hands-on experience in the financials, distribution, and project accounting workflows each one depends on. You work with senior staff members rather than being handed off to junior team members after signing.

Our Acumatica Consulting Services

We offer a full range of Acumatica consulting services, structured to meet clients wherever they are in their ERP journey.

Business Process Review & Analysis

Every successful ERP project starts with a clear understanding of how your business actually operates. Before any configuration begins, Polaris conducts a thorough discovery process. Mapping your existing workflows, identifying gaps in your current system, and documenting the requirements that will drive every design and configuration decision that follows. We interview your key stakeholders, review your data structures, and assess your reporting needs to build a complete picture of what a well-implemented Acumatica environment needs to do for your organization. This discovery phase eliminates guesswork and ensures the system we build reflects your real operations, not a generic template.

New Implementation

We guide new Acumatica customers through the entire implementation lifecycle, from initial requirements gathering all the way through go-live and beyond. Polaris starts by translating your business requirements into a concrete system design, then handles the configuration, customization, and integrations needed to make Acumatica fit the way you actually work. We manage data migration from your legacy systems, set up your chart of accounts and workflows, and configure the modules your team depends on day to day. Before you go live, we run structured user acceptance testing and hands-on training so your staff is confident in the new system rather than scrambling on day one. And once you're live, we stay engaged with go-live support to resolve issues quickly and keep your rollout on track. Our goal is a smooth transition that gets you to value fast, without the surprises that derail so many ERP projects.

Data Migration

For businesses moving to Acumatica from a legacy system, clean data migration is one of the most critical factors in a successful go-live. Polaris manages the full migration process for new Acumatica customers extracting data from your existing platform, mapping it to Acumatica’s data structures, cleansing and validating records, and loading them into your new environment with full reconciliation at each stage. Whether you’re moving from QuickBooks, Dynamics SL, Sage, or another ERP, our team ensures your historical transactions, customer records, vendor data, and open balances arrive accurately and completely so you can start on Acumatica with confidence.

Custom Development

Your business processes are unique, and Acumatica's open architecture is designed to accommodate that. We work with you to define requirements, build detailed specifications, and develop custom solutions, from workflow automation and custom screens to third-party integrations with platforms like Salesforce, industry-specific software, or your existing data ecosystem.

Report Writing & Business Intelligence

An ERP system is only as useful as the data you can extract from it. Our consultants have written hundreds of custom reports using Acumatica's native reporting tools, Generic Inquiries, dashboards, and Acumatica Report Designer. We help you get the right data, in the right format, to the right people on demand.

Process Automation

Manual, repetitive ERP tasks are a hidden cost most businesses don't quantify. We identify automation opportunities within your Acumatica system, including report scheduling and distribution, approval workflows, and inter-company transactions, then implement solutions that free your team to focus on higher-value work.

Training & Ongoing Support

ERP adoption lives or dies with your users, and the go-live date is just the beginning. Polaris delivers targeted Acumatica training for end users, power users, and system administrators tailored to your specific configuration, your industry, and the workflows your team runs every day. Beyond go-live, we offer flexible ongoing support arrangements, from as-needed issue resolution to structured retainers, so your team always has a knowledgeable partner ready when questions arise, updates need testing, or the business needs to change direction.

Artificial Intelligence (AI)

Acumatica’s built-in AI capabilities are expanding what ERP systems can do and Polaris helps clients put those tools to practical use. From AI-assisted document recognition that accelerates AP processing to intelligent inventory forecasting and automated anomaly detection in financial data, we configure and implement Acumatica’s AI features in ways that reduce manual work and surface insights your team can act on. As the platform continues to evolve, Polaris stays current so your system does too.

Why Choose Polaris Business Solutions

There are dozens of Acumatica consulting firms in the U.S. Here is what distinguishes Polaris.

Acumatica Gold Certified Partner

Acumatica's Gold certification is its highest partner tier, requiring demonstrated expertise, customer satisfaction scores, and ongoing training commitments. When you work with Polaris, you're working with a team that Acumatica itself has vetted and certified.

Business Knowledge, Not Just Technical Skills

We don't just configure software. We understand the business processes behind it, the financials, distribution workflows, project accounting, and manufacturing operations, and we use that knowledge to ensure your Acumatica configuration reflects how your business actually runs.

Long-Term Partnership Mindset

Many consulting firms focus on go-lives and move on. Polaris is built around long-term client relationships. We track your system's evolution, understand your team's changing needs, and stay available to support your business as it grows and adapts.

Specialized Expertise in Niche Verticals

From space and small satellite businesses to lending and financial services via AcuLoan, Polaris has built specialized solutions and consulting practices for industries that most generalist VARs don't serve well.

The Polaris Consulting Process

Every Acumatica consulting engagement is different, but our approach follows a consistent framework that keeps projects on track and clients informed.

  1. Discovery & Requirements

    We start by listening. Before recommending a configuration or writing a line of code, we spend time understanding your business, your workflows, pain points, reporting needs, and growth plans. This discovery phase is the foundation of everything that follows.

  2. System Design & Specification

    Based on discovery, we develop a detailed design document that maps your business requirements to Acumatica capabilities. Where standard functionality needs to be extended, we define custom development specifications at this stage, so there are no surprises during build.

  3. Configuration & Development

    Our consultants configure your Acumatica environment according to the agreed specification, module by module, workflow by workflow. Custom development, integrations, and report builds happen in parallel, tested against your real business data before any user touches the system.

  4. Training & User Acceptance

    We train your team on the system as it is configured for your business, not a generic demo environment. User acceptance testing gives your key stakeholders a chance to validate that the system behaves as expected before go-live.

  5. Go-Live & Transition Support

    Go-live day is supported by our team. We monitor closely, address issues in real time, and ensure your first days on the new system are stable and well-supported.

  6. Ongoing Support & Optimization

    Post go-live, Polaris remains your consulting partner. We handle support requests, manage Acumatica version upgrades, and work with you on continuous improvement as your business evolves.

Industries We Serve

Acumatica is a platform built for versatility, and Polaris has deployed and consulted on Acumatica implementations across a wide range of industries. Our consulting services are tailored to the specific workflows, compliance requirements, and reporting needs of each vertical.

  • Professional Services Service-based businesses managing projects, time tracking, and billing
  • Construction Contractors and subcontractors requiring job cost accounting and project oversight
  • Space & Aerospace Specialized implementations for space and small satellite businesses
  • Financial Services & Lending Including Polaris-developed AcuLoan for loan management within Acumatica
  • Non-Profit Fund accounting, grant management, and reporting for non-profit organizations
  • Distribution Wholesale distributors with complex inventory, warehouse, and order management needs
  • Manufacturing Discrete and process manufacturers managing production, BOMs, and MRP

Migrating

Many businesses come to Polaris not as new Acumatica users, but as companies migrating from a legacy ERP platform. We have deep experience managing migrations from a range of systems, handling data mapping, cleansing, and validation to ensure a clean transition without leaving critical business history behind.

  • Microsoft Dynamics SL

    Polaris is one of the most experienced Dynamics SL migration partners in the country, with a proven methodology honed across dozens of client transitions.

  • QuickBooks

    For growing companies that have outgrown entry-level accounting software and need a full ERP platform to match their scale.

  • Sage

    Including migrations from Sage 100, Sage 300, and Sage Intacct, with full data mapping and validation at each stage.

  • Dynamics GP

    Structured migration engagements that preserve your historical data and map your existing workflows into Acumatica's modern architecture.

  • NetSuite

    For businesses seeking a more cost-effective cloud ERP with comparable functionality and a partner-first support model.

  • Other ERP Platforms

    Don't see your current ERP listed here? Polaris has experience migrating data from a wide range of platforms. Contact us to discuss your specific system and we'll walk you through how we'd approach the transition.

Frequently Asked Questions

Most mid-market Acumatica implementations take between 3 and 6 months from kick-off to go-live, depending on the number of modules, the complexity of your data migration, and the degree of custom development required. Smaller implementations using Acumatica's FastTrack methodology can be completed in 90 days or fewer. Polaris will provide a realistic timeline estimate during the discovery phase.

Polaris is a focused Acumatica Gold Certified Partner with a track record of delivering implementations and ongoing consulting at rates well below the national VAR average. We prioritize long-term client relationships over project volume, and we bring genuine business process expertise, not just technical configuration skills, to every engagement.

Not at all. A significant portion of our consulting work is with existing Acumatica customers who feel they aren't maximizing the system, need a version upgrade, want to add new modules, or are recovering from a challenging initial implementation. If you're already on Acumatica and need customizations or better results, we can help.

Yes. While Polaris specializes in Acumatica, we approach every engagement honestly. We'll walk you through Acumatica's capabilities relative to your specific business requirements, and if we think a different solution is a better fit, we'll tell you. Our reputation is built on outcomes, not on closing deals.

Our deepest vertical expertise is in manufacturing, distribution, professional services, financial services and lending, and the space and aerospace sector. That said, Acumatica's core financial and operational modules serve virtually every industry, and we have successfully delivered implementations across a broad range of business types.

Acumatica consulting fees vary based on project scope, the complexity of customization and integration, and the type of engagement (fixed-price implementation vs. time-and-materials support). Polaris fees are structured to be competitive with, and often below, what you'd pay a national VAR. Contact us for a no-obligation estimate based on your specific needs.

Ready to Talk?

Whether you're evaluating Acumatica for the first time, planning a migration from a legacy system, or need expert support on an existing implementation, Polaris Business Solutions is ready to help.