Streamlined operations and robust reporting leads to continued growth
Acumatica, paired with JAMS and Magento, streamlined Ray Allen Manufacturing, providing insight into operations, which allows the company to better serve customers which in turn increases revenues and profits.
“Acumatica’s integration with our websites and the ability to better track customers was great for us,” Cates says. “Reporting is very robust and the ability to create reports specific to us is huge. Now that we have a CRM, we are creating an outbound sales division and doing account management, which was hard to do before because we had no central resource for data.”
Ray Allen’s team eliminated many manual paper-based tasks, including putting tracking numbers on shipments and manually notifying customers of tracking numbers. Picking and packing slips now include branding, and incoming orders automatically flow into Acumatica and are matched with previous customers on repeat orders. Order response emails automatically include tracking numbers.
“Having accounting from our various sub-companies rolled up is more efficient,” Cates says. “Better reporting makes us a better company overall.”
Acumatica provides deeper insights into operations, customers
Acumatica helps Ray Allen Manufacturing serve its customers better, he adds. “Knowing who our customers are and knowing their value and which channel they order from is very important to us. It also gives us a much better grasp on inventory so we can make sure we have the products when our customers need them.”
The integration of JAMS, Magento and Acumatica allowed Ray Allen to move its gift card process from a manual spreadsheet to an online process, and to add PayPal as a payment option. The company plans to add its first loyalty program later this year. Acumatica has also paved the way for faster processing of returns and better customer service because the call center team no longer has to toggle between two screens and two different financial systems.
“I estimate the call center has saved 25 percent of its time; the distribution team has saved 20 percent, and finance and marketing 10 percent,” Cates says.
The accounting team has gained confidence in the manufacturing numbers Acumatica provides, a level of trust that the company didn’t have with its legacy software. “Having the entire ecosystem all together allows us to run more definitive reports and we can move forward based on that data rather than spending time going to multiple applications to verify the data,” Cates says. “Each day we go quickly into action, which sounds like it should be routine, but on an older legacy system that’s not always the case.”
Navigation so easy it’s like following a bouncing ball
Acumatica is very intuitive and easy to use, Cates says. “When you use Acumatica, it’s almost as if you follow a bouncing ball down the path you need to go. This makes it so easy, using the software becomes second nature.” Those paths are not rigid, but can be customized to the way a company does business, and the way an individual works, he says. “Having access to the data points in reporting and being able to pull the data easily are also incredibly important and easy to do.”
Acumatica’s mobility capabilities allow Cates to log in from home without a complicated log in process, and allow several remote workers to perform tasks without assistance. Acumatica’s unlimited pricing model will gain more importance with future acquisitions, he adds. “We don’t want to make an acquisition and then not have the ability to add users, so that’s definitely a plus,” he says. Cates is relieved that he won’t have to spend more to add users or restrict access when the company adds to its 40-person work force.
Open, flexible system paves way for future growth
Cates praises Acumatica’s robust features and flexibility, which allow him to use best-of-breed applications as he sees fit. “The strength of Acumatica is that it’s an open system that’s flexible and integrates well with other applications. That gives us a lot of control to run our business the way we want.”