Published on: Oct 26, 2023 10:40:23 AM by Andrea Hayes
Updated on: June 5, 2024
With the ever-evolving business landscape, maintaining consistent and standardized communication has become paramount. Leveraging Acumatica automation can help streamline internal and external interactions.
Automation ensures that the organization meets the requisite communication standards. Especially in external communications, adhering to a specific protocol ensures professionalism and clarity.
Acumatica offers tools that enhance the reporting structure, such as templated formats for periodic reports. These tools ensure that reports are sent systematically and with consistency.
Users can easily run and distribute reports. Whether it's internal reporting or sending to a team, Acumatica offers tools for a range of reporting capabilities. For instance, the project profitability report provides insights into individual projects and their respective profit margins.
Acumatica allows users to save and standardize communication templates. Users can select specific parameters, ensuring each report is tailored as per requirements.
Acumatica provides a scheduling function, which users can utilize to determine when and how often reports get sent out. Automation ensures that reports get distributed consistently, maintaining a standardized process.
Insight: Streamlined Automation with Acumatica Integration
Beyond just reports, Acumatica ensures that all communication reflects the brand's image and adheres to marketing standards. This feature ensures a consistent experience, whether communicating with customers, prospects, or suppliers.
Automation helps simplify business processes. Internal capabilities like notifications, reports, triggers, and more ensure smooth operations. Once these features are set, communications are distributed seamlessly.
Acumatica offers features that help track communication for transparency and accountability.
Insight: New Features of Acumatica's 2023 R1 Release
Business events act as a trigger mechanism, ensuring that specific actions result in certain outcomes. These events can:
Acumatica's automation capabilities offer a comprehensive solution to enhance and streamline your communication processes. Whether it's sending out reports, setting triggers for specific events, or maintaining consistent communication, Acumatica provides tools that cater to diverse needs, ensuring efficiency, consistency, and professionalism in all interactions.
Share this post:
Andrea is a Principal for SVA Consulting, LLC, a member of the SVA family of companies. Andrea has a BA from University of Wisconsin, Madison and more than fifteen years of analyst and consulting experience in the private and public sectors. She has expertise forming vision and strategy to help small to mid-size businesses utilize people, processes and technology to optimize operations and realize their goals. Andrea has a diverse background merging analytics, consulting and strategy. She has played a pivotal role in numerous, large scale, ERP, analytics, and data integration implementations across a variety of industries. Prior to joining SVA Consulting, Andrea worked at an affective neuroscience laboratory, contributing to study design, managing analyzing data, and writing grants. She is also published in Nature Neuroscience Journal. Andrea has experience working in the life sciences industry as a management consultant for clients specializing in medical affairs.
