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.