A successful designer, supplier, and builder of recreational play structures realized they faced a big problem. Although their services and products were in high demand across four midwestern states, quoting for new projects was a slow and cumbersome process that frustrated both their own Sales team and their prospective customers.
Issues could persist after the sale as well. Once a project had been approved and was in progress, the recreational play structure designer and builder found it challenging to compile and analyze comprehensive data for projects, time and expenses, and profitability.
Company leaders recognized that they would need to overcome these obstacles quickly to capitalize on their outstanding success, which necessitated having better insight into their financial numbers. They also needed a faster and more efficient process for entering those numbers into their systems initially.
Fortunately, SWK Technologies was able to help the recreational play structure designer and builder select a solution that fit these needs and enabled their business to achieve success.
Partnering with SWK to Engineer True Success
After a thorough discovery process, the experts at SWK recommended and ultimately implemented Acumatica Select Construction Edition with automated bank feeds, advanced expense management, a customer relationship management (CRM) system with Outlook and Gmail integration, and in-depth financial reporting.
Now, their business enjoys a faster, more streamlined quoting process, better control over customer engagement, and comprehensive project insight driven by a single view of their project data. They also have the tools they need to keep projects and deals on track, on time, and on budget.
In addition, company staff members appreciate their new ability to handle purchasing, subcontractors, and change management quickly and easily, as well as track time and expenses in real-time and automate Accounts Payable tasks.
With their newfound insight into detailed profitability metrics, they’re more confident that they will be able to accelerate growth by focusing their efforts on the business activities that bring them the highest margins, driving ever-greater success for years to come.
Gaining a Solid Foundation for Growth
As company leadership continues to expand their use of Acumatica’s detailed, real-time financial and profitability reporting capabilities, they will inevitably uncover more opportunities to save time, streamline processes, and further improve their customer experience.
With the help of SWK’s award-winning Acumatica consulting team, the site designer and builder will continue to explore new ways to maximize their value return on Acumatica Construction Edition and its connected modules.
Finally, as their company continues to grow, expand, and succeed over the years to come, they can trust that the future-proofed cloud ERP solution will deliver the flexibility they need to support them at every stage of their continuing business evolution.
Let’s Find a Solution Together
By partnering with SWK, you’re taking a step toward success. Contact us today and learn how we commit to enabling success for every one of our clients.