With over 250 employees and a growing client base, a Northeast-based contractor known for its expertise in interior and exterior metal framing, drywall finishes, insulation, soundproofing, and gypsum floors, has built a reputation for providing superior construction services for decades. However, as the business continued to expand, it became clear that its original technology infrastructure was no longer able to support its growing operational needs. The company needed to find a different ERP solution, all while maintaining its goal of delivering optimum performance while upholding strong family values.
Going Head-to-Head with Operational Challenges
Despite all the years of growth and success, the contractor was struggling with inefficiencies tied to its outdated ERP system, a legacy platform that could no longer keep up with their increasing project volume. Reliance on manual processes, such as tracking data in Google Sheets, created bottlenecks and inaccuracies that hindered productivity. Additionally, their customized CRM solution was not able to provide the flexibility they needed to manage project workflows in a manner that would keep up with their rate of growth.
Recognizing the need for a more streamlined approach, the company set out to find a modern, cloud-based solution that would unify its operations, increase data integrity, and reduce the need for multiple data entries. To do this, they turned to SWK.
Implementing a Cloud-Based ERP Solution
To address these challenges, SWK recommended that the contractor adopt Acumatica Prime Construction Edition, a cloud-based ERP platform designed to meet the specific needs of construction businesses just like their own. This solution offered several advanced features that were critical to increasing efficiency in their workflows. By consolidating multiple systems onto a single platform, the company could finally eliminate reliance on outdated software and reduce manual data entry, which had previously been spread across tools like Google Sheets.
Acumatica’s Advanced Expense Management module gave the company greater control over its financial operations, allowing them to track costs with precision and real-time visibility. The integration of bank feeds further streamlined their financial processes, providing accurate, up-to-the-minute data on transactions. The platform’s CRM solution also enabled them to centralize client and project information, replacing the outdated CRM system previously in place and enhancing their ability to manage relationships with clients and subcontractors.
Strengthening Security with Multi-Factor Authentication
With security concerns becoming more prominent across industries, the Northeast-based contractor took steps to protect its sensitive data by implementing multi-factor authentication (MFA). This added layer of security ensured that their newly unified platform was not only efficient but also protected from potential cyber threats. By incorporating MFA, the contractor now protects both their internal data and the trust of their clients.
Improved Data Integrity and Reporting Capabilities
The switch to Acumatica’s cloud-based ERP also improved data integrity across the organization as the contractor no longer had to worry about inconsistent or duplicate data entries, which had been a recurring issue with their old systems. With Velixo Reporting, a powerful Excel-based reporting tool, they now can create detailed, customized reports that provide actionable insights. This enhanced reporting capability allows leadership to make more informed, data-driven decisions that align with their long-term goals.
On the Journey to Continued Success
By adopting a modern ERP solution, the contractor has positioned itself for continued growth. Acumatica Prime Construction Edition has not only resolved existing operational challenges but has also laid the foundation for a more efficient and scalable future. With real-time visibility into its operations and advanced tools that streamline workflows, the contractor is now better equipped to meet the demands of its clients and maintain its reputation for delivering high-quality construction services.
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.