ERP CONSULTING SERVICES

ERP Consultant

Choosing a new ERP is a big decision. Milestone helps small and mid-sized businesses determine what they need from a new system, evaluate Acumatica against those requirements, and build a clear plan for moving forward.

From software selection and pricing through implementation, data migration, training, go-live, and ongoing support, you work with one ERP consulting team through the entire project.

Infographic: what an ERP consultant helps with, including process review, ERP requirements, Acumatica evaluation, implementation planning, configuration, data migration, training, and ongoing support. By Milestone Information Solutions.

What an ERP Consultant Does

What is an ERP Consultant?

An ERP consultant helps a company choose, plan, and get real value out of an ERP system. A good consultant starts with how your business actually runs, your finances, operations, and the reporting leadership relies on, then helps define what the new system needs to do and how it should be implemented.

For most growing companies an ERP project is really a business project that happens to involve software. Milestone keeps the focus there, then carries the work through implementation and support.

What to Look For

How to Choose an ERP Consultant

Look for a consultant who understands your business before recommending how the system should work.

A good ERP consultant should ask about your current system, accounting structure, workflows, reporting, integrations, users, and the areas causing the most difficulty.

You should also understand how they handle implementation, data migration, testing, training, go-live, and support after the system is live.

Milestone follows that same business-first approach when helping companies evaluate and implement Acumatica.

Questions to Ask

  • How do you learn how our business operates?
  • How will the software be demonstrated around our needs?
  • Who will manage the implementation?
  • What is included in migration and training?
  • What happens after go-live?

What We Do

ERP Consulting Services

Milestone helps businesses connect financial management with the operational areas that need to work alongside it in Acumatica.

ERP Strategy & System Design

Define ERP requirements, system structure, reporting needs, workflows, and how Acumatica should support the business.

Financial Management & Reporting

Structure financials, reporting, approvals, multi-entity accounting, and the information leadership needs from the ERP.

ERP Implementation Consulting

Configuration, testing, project coordination, and consulting needed to move Acumatica from design through go-live.

Data Migration & Integrations

Plan and move data into Acumatica and connect the outside systems that need to remain part of your technology stack.

Workflow Automation & Controls

Improve approvals, handoffs, access, and other processes that can be managed or automated inside the ERP.

ERP Optimization & Support

Improve reporting, workflows, integrations, and system use after go-live as business requirements change.

Our Process

A Clear Process From Evaluation to Go-Live 

We help you define your requirements, see how Acumatica fits your business, review scope and cost, and begin implementation if you decide to move forward. 

1

Talk Through Your Business Requirements

We review your workflows, challenges, and what you need from a new system. 

2

Show your team an ERP Software Demo

We show how Acumatica would work for your business and industry, not a generic software demo. 

3

Review Scope & Cost

If Acumatica looks like the right fit, we review software costs, implementation scope, and what the project would involve. 

4

Implement & Support

If you move forward, Milestone handles implementation, training, go-live, and ongoing support.

Who We Help

ERP Consulting by Industry

Milestone works with industries where finance and operations need to stay closely connected. Our experience helps us understand the workflows, reporting, and operational requirements that matter in each industry. 

 

Construction

Job costing, project accounting, and billing built for the way construction teams work.

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Distribution

Inventory, purchasing, warehouse, and fulfillment connected to your financials.

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Manufacturing

Production, materials, and costing tied into finance so you can see true margins.

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General Business

Finance-first ERP for wholesale, agriculture, and multi-entity companies.

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Professional Services

Time, billing, and project profitability tracked so client work stays profitable.

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Why Milestone

A Finance-First Approach to ERP

Milestone Information Solutions combines financial and ERP experience to help businesses make the right system decisions and get more from Acumatica. From evaluation through implementation and ongoing support, we stay involved throughout the process.

 

 
Finance-First Approach

ERP decisions affect inventory, purchasing, projects, billing, and approvals, which all shape financial reporting. Milestone keeps the financial side in view throughout the project.

 
ERP and Industry Experience

Decades of ERP and accounting experience give Milestone context around finance, operations, and reporting from the very beginning of the project.

 
Acumatica Partner Through Go-Live and Beyond

Milestone supports customers through evaluation, implementation, go-live, and ongoing support as requirements change.

Acumatica Gold Certified Partner
Certified Acumatica expertise
30+ Years ERP Experience
ERP and financial systems experience
10+ Years With Acumatica
Implementing and supporting Acumatica

FAQ

Frequently Asked Questions About ERP Consulting

Common questions about ERP consultants, ERP consulting services, and working with Milestone Information Solutions.

 

Ready to Talk to an ERP Consultant?

You do not need a finished requirements document or a shortlist to start. If your current system is creating problems or you want to know whether Acumatica could fit, we can help you work through the requirements and decide the next step.

Talk to an ERP Consultant