Tayana Solutions

tayana solutions
+1-678-910-2774
Schedule Demo

Unlocking Acumatica's Potential: Streamlining Your Business Processes

This content highlights common challenges businesses face with their Acumatica systems and how tailored solutions can optimize efficiency.

(a) Challenges

Many businesses using Acumatica encounter frustrations when trying to locate specific details, for example, on invoices, leading to a significant loss of time and productivity. Often, the problem is not with the system itself, but rather with how it is being utilized; it’s like trying to fit a square peg into a round hole. This mismatch can result in various issues, including:

  • Bottlenecks in Billing: Invoices can get stuck on hold for days or even a week, causing a major bottleneck in the billing process. The financial managers then have to chase down approvals, which is a time-consuming and frustrating task.
  • Approval Process Issues: Sometimes, the correct individuals are not notified, causing delays in approvals. This means that there are layers of approvals in place, which are not working correctly with the software.
  • Inefficient Manual Checks: Without proper customization, users must manually check each invoice, which can lead to inefficiencies and errors.

(b) Solution and Benefits

Tayana Solutions specializes in customizing Acumatica to address these specific business challenges. They dive deep into understanding the workflows and tailor the system to meet the needs of the individual businesses. Here’s how they help:

  • Custom Business Events: Tayana Solutions creates custom business events within Acumatica, which are basically rule sets that constantly monitor the status of each invoice. This is helpful since it allows for monitoring of invoices and automated alerts when an invoice is held up. For example, if an invoice is on hold for more than 48 hours, the system will automatically send an email alert to the appropriate person.
  • Automated Alerts: The system automates notifications to prevent issues like delayed approvals and inventory management. In addition to invoice approvals, alerts can also be set up for inventory levels. When a product falls below a certain level, the purchasing team gets a notification.
  • Tailored Solutions: The solutions can be customized to fit specific business processes and needs. It’s not about just using the software out of the box but instead molding it to the business’s needs.
  • Streamlined Workflows: By implementing custom business events, approvals can be automated, inventory can be managed more effectively, and overall financial workflows can be streamlined.
  • Expert Support: Tayana Solutions has a team of experts to help you customize and optimize Acumatica to resolve specific challenges. This team assists with implementation, optimization, and finding solutions that are tailored to individual businesses.
  • Time Savings and Efficiency: The benefits of these customized solutions include the elimination of the need for manual checks, which saves time. This automation will also allow for quicker processing, which improves efficiency.

Advantages

  • Increased Efficiency: Automation eliminates manual checks and streamlines processes.
  • Reduced Bottlenecks: Automated alerts and streamlined workflows reduce delays and bottlenecks.
  • Better Resource Allocation: Employees can focus on other tasks as automated alerts and workflows take care of the routine tasks.
  • Improved Inventory Management: Businesses can set up alerts for low stock levels, preventing stockouts and ensuring the purchasing team is notified.
  • Tailored Solutions: Solutions are customized to fit specific needs, which makes the business operate better.

For those struggling with their Acumatica system, Tayana Solutions is available to help. You can call them at 678-910-2774 to discuss your needs and how they can help.