Toon Six Advisor

Discrete Manufacturer of Cushions and Pillows

• The manufacturing company assembles cushions and pillows, and sells them via ECom (B2B) to national retail chains,  and via email sales to brick stores. ​

• Planned the project and reported the status of it via MS Teams and Smartsheet,

• Developed the detailed business requirements and documented them in MS Teams.  VIdeo recorded some operations, and discussed them via MS Teams, 

• Developed the detailed functional requirements (logical design) aka the Acumatica possible solution. Tested the major transactions and discussed them with the client. Special solutions were documented container shipping management and work order planning. They were discussed with the client since I worked at  the client site for about 7.5 months. 

• Installed the Acumatica Cloud ERP instance with several tenants for testing, training and customization.

• Configured the Finance and the Distribution suite using as much as possible current GL accounts, vendor coding, customer coding and item coding. Two branches were configured. 

• Created classes for vendors, customers and items that really made sense and that represented their vendor expense groups, market segments and product lines. Created kits for cushions and pillows.

• Migrated the data from Sage 100 (MAS90) to the Acumatica Cloud ERP.

• Provided Excel files populated with data imported from Sage to the client so that the client could easily clean out data and assign classes. All these Excel files were stored in MS Teams folders that were properly structured for the client. This enabled simultaneous access to Excel files, and enabled fast editing of the Excel files by the clients and me. ​

• Ran the Acumatica import scenarios

• Provided the client access to basic real vendor, customer and item data so that they could test purchases, sales and payments. Provided them proper user instructions and trained them. 

• The client could see every day the work planned for that day, and the work done the day before. All this was in MS Teams. 

• Staying full time at the client side enabled me to fully comprehend the business requirements rapidly and accurately. It also enabled me to see the business processes in action, to understand the daily challenges, to understand why the client did certain transactions a certain way, to understand their terms and codes, and to capture their pain points and priorities. It enabled me to show the client during the functional requirements phase how the Acumatica cloud ERP can make it easier to do their transactions. A mutual respect and appreciation was quickly developed. 

• The functional requirements described how the EDI transactions from the SPS Commerce at national ECommerce stores would be handled in the Acumatica ERP. 

• The functional requirements described the work centers and the operations (routing steps) with time and cost estimates. 

Manufacturer of Rollers for Conveyors​

• Entered the customer data for customers, vendors and stock items into the Acumatica ERP for an extensive demo​.

• Created the right segmented keys for the finished goods, sub-assemblies and materials so that they could be found quickly

• Created the right segmented keys for the stock item classes for the finished goods, sub-assemblies and materials so that they could be found quickly.

• Entered the right vendor and sales prices.

• Used the one level Acumatica Product configurator to create one level BOMS which was very limited.

• Created manually the multi-level BOMs for several finished goods.

• Created Sales Orders, ran MRP, created Purchase Orders, created Production Orders and ran the production.

• All this was done for an extensive customer demo. 

Demo of the Acumatica Manufacturing Edition at the ICG Technology Summit

• Demonstrated the Acumatica Manufacturing Edition at the ICG Technology Summit. The demo included the Make To Order and the Make To Stock manufacturing methods. ​

Manufacturing companies​

• Created several quotes for licensing the Acumatica ERP and for the consulting work. ​