Acumatica Consultant

At Pinnacle, part of K3 Advisory Group, it is our mission to ensure that projects are delivered efficiently, on-time and with accuracy. We do this through skilled, professional resources, demonstrating responsiveness, positivity, always focused on the customer and their own personal utilisation and revenue.

The role requires an experienced Acumatica application consultant, who is clearly focused on continuous improvement, and is process driven to ensure that the customer experience continues to be better tomorrow.

As part of the larger Professional Services team, this role is specifically focused on the application consultancy required to deliver finance, manufacturing, construction and distribution solutions, as well as in-life projects for existing customers, including 3rd party solution, integrations and software development.

We must always be mindful of quality challenges, rework levels where utilisation of resources can be impacted, more importantly the customer experience may be affected leading to complaints.

Key Responsibilities

Planning

• Understanding the order with the Sales Person and Project Lead.

• Clear definition of the ‘key deliverables’ from a customer perspective.

• Attending the kick-off with the customer, walking the customer through the solution as understood.

• Highlight any obvious commercial variances from kick-off expectations.

• Understand customer resource limitations and constraints.

Consultancy

• Work with Resource Lead to ensure diaries are planned.

• Initial company parameters and setup.

• Chart of accounts consultancy and initial setup, map financial and operational processes to modules sold.

• Configure essential system to ensure that ‘key deliverables’ can be met.

• Conduct gap analysis, collect commercial options for managing gaps and prepare options including custom reporting, advanced configuration or software development.

• Be prepared to walk customer through how ‘key deliverables’ will be met, including options to address any gaps.

• Update the project manager on progress, gaps and commercial options.

Configuration

• Provide updates to project plan, including customer tasks following consultancy phase.

• Configure the financial modules.

• Configure the operational modules (distribution, project accounting, field services, manufacturing etc).

• Set up security, roles and access.

• Build data load mapping, agreed stationery, reporting and integration.

• Carry out sample data load for training and testing.

Train & Test

• Ensure training is scheduled and delivered, along with any custom training.

• Provide support on creating test plans and capture exceptions to share with Project Manager.

Go-Live / Post Go-Live

• Provide go-live cover if agreed.

• Understand non-critical exceptions to be addressed post go-live and support review process.

Support

• Provide support cover when not on project work.

• Maintain accurate and detailed documentation of all cases, including troubleshooting steps and outcomes.

• Collaborate with internal teams and third-party vendors to resolve complex issues and improve product performance.

• Continuously update your product knowledge to deliver the most accurate and relevant guidance.

Requirements

Business Experience

• Experienced working in the Acumatica arena or similar cloud based ERP systems.

• Relevant business process knowledge for ERP systems.

• Project delivery and methodology experience.

• Customer management.

Flexibility

• Travel to customer site as required.

• Overnight stay as required.

• Attend team meetings physically as required.

• Support planned and approved evening and weekend work as required.