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Acumatica helps IT support firm cut order processing time from two days to 10 minutes

Global Asset, founded in 2010, provides IT hardware asset management and related services to private- and public-sector customers, especially school districts and higher education. Operations Manager Paul Forres reports that Global Assets now has 30 full-time employees, and that number rises to 60-70 when K-12 schools and colleges trade out their old computer hardware for new equipment in the summer.

The company handles a huge and complex inventory. “They literally bring in container-loads of old equipment,” Forres says. “We’re required to do an inspection on everything. We have to sort through and catalogue. There’s a lot of detail to capture.”

Forres reports that Global Asset staff had to track the inventory through very large spreadsheets. This manual entry of data required a lot of staff time. In addition to wanting to improve the speed and functionality of their inventory and financial systems, Forres says the company management “wanted everyone working off one system” by 2013.

About Global Asset

Location: Carrollton, Texas (Dallas metropolitan area)

industry: Services

Application Replaced: QuickBooks

Website: http://www.globalassetonline.com

Key results

  • Significantly increased staff productivity through integrated financial and inventory data control
  • Improved management of warehouse intake and distribution systems for thousands of items
  • Reduced order processing time from two days to 10 minutes

Challenges

Global Asset needed:

  • To improve the speed and functionality of their inventory and financial systems
  • Everyone in company working off the same system

Acumatica brings my finances, my inventory control, my sales – everything – into a single system so that the entire company is talking apples to apples.
Sorry, photo not available

Paul Forres
Operations Manager

Solution

Global Asset decided to implement Acumatica and has gone through two upgrades so far. Forres says switching the entire company from QuickBooks and spreadsheets to Acumatica produced some challenges, but AIM Solutions, an Acumatica Gold Certified Partner, provided strong support to address their needs. As a result, the staff has grown very comfortable with the software.

Forres says, “It’s a pretty robust package… very flexible. It can do just about anything and can support a lot of lines of business.”

Solution implemented

Benefits

Forres is pleased that Acumatica helps their staff save “a huge amount of time. It allows us to focus more on what is good for our business and our process, rather than being stuck with a system and figuring out how to redesign around its process.”

He appreciates having customized import scenarios to help manage Global Asset’s warehouse operations. “We might need to deal with five different user interfaces to accomplish one process,” Forres explains. “The import scenario allows us to gather all the information we need offline, put that into a spreadsheet, and—with one click—run through all the streams in the background on Acumatica.”v

Forres believes that Acumatica also helps empower staff by giving him the ability to define which users can access different areas within Acumatica: “Acumatica lets you customize, based on user roles, what screens people can see and what they cannot.”

Now that everyone in the entire company is using Acumatica, Forres says their productivity is increasing. “I get a bigger bang for my buck,” he notes.