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CHECKLIST

Steps for Partnering with a Consultant to Implement Acumatica Checklist

Get the Checklist Today

Use this checklist to help your business gain a competitive advantage. 

  • 1. Define Business Needs and Goals
  • 2. Research and Select a Consultant
  • 3. Conduct Initial Consultation
  • 4. Develop a Project Plan
  • 5. Assess Data Migration Requirements
  • 6. Configure and Customize Acumatica
  • 7. Train Your Team
  • 8. Conduct System Testing and Quality Assurance
  • 9. Go-Live and Monitor Performance
  • 10. Evaluate Success and Optimize Usage

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