<img height="1" width="1" style="display:none" src="https://www.facebook.com/tr?id=1615816415302394&amp;ev=PageView&amp;noscript=1">

Discover the valuable insights our consultants provide. Subscribe to our Insights blog to receive email alerts whenever we post something new!

Maximizing Communication with Acumatica Automation

Maximizing Communication with Acumatica Automation

With the ever-evolving business landscape, maintaining consistent and standardized communication has become paramount. Leveraging Acumatica automation can help streamline internal and external interactions.

Key Benefits of Automated Communication

1. Standard Communication System

Automation ensures that the organization meets the requisite communication standards. Especially in external communications, adhering to a specific protocol ensures professionalism and clarity.

2. Enhanced Reporting Structure

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.

3. Efficiency

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.

4. Customization

Acumatica allows users to save and standardize communication templates. Users can select specific parameters, ensuring each report is tailored as per requirements.

5. Schedule and Automate Reports

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.

sva-consulting-insights-blog-sreamlined-automation-with-acumatica-intergrationInsight: Streamlined Automation with Acumatica Integration

6. Consistent Branded Communication

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.

7. Ease of Business Operations

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.

8. Traceability and Tracking

Acumatica offers features that help track communication for transparency and accountability.

sva-consulting-insights-blog-new-features-of-acumaticas-2023-r1-releaseInsight: New Features of Acumatica's 2023 R1 Release

Business Events in Acumatica

Business events act as a trigger mechanism, ensuring that specific actions result in certain outcomes. These events can:

  • Monitor changes in specific data fields
  • Define notification templates and schedules
  • Determine the type of notification, whether it's a text message, email, or push notification on the app
  • Attach reports and data fields supporting the event

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.

Request More Information

© 2023 SVA Consulting

Share this post:

Authored by: Andrea Hayes

Authored by Andrea Hayes

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.

Sign Up to Receive News and Insights Straight to Your Inbox!

Trusted By