ERP CONSULTING SERVICES

ERP Consulting That Starts With Your Business

Milestone helps small and mid-sized businesses define their financial and operational requirements, determine whether Acumatica is the right fit, and plan the path from evaluation through implementation and ongoing 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 be configured.

Business & Financial Understanding
They should understand your financial structure, workflows, reporting, and operational requirements.
ERP & Implementation Experience
They should be able to take the project from evaluation through configuration, migration, training, and go-live.
A Clear Fit With Your Team
You should understand who will work on the project, how decisions will be made, and what support looks like after go-live.

Milestone takes a finance-first approach and stays involved from evaluation through implementation and ongoing support.

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 requirements, system structure, workflows, and how Acumatica should support the business.
Financial Management & Reporting
Structure financials, approvals, multi-entity accounting, and the reporting leadership needs.
ERP Implementation Consulting
Configuration, testing, and project coordination from design through go-live.
Data Migration & Integrations
Move data into Acumatica and connect the outside systems that stay in your stack.
Workflow Automation & Controls
Improve approvals, handoffs, and access controls that can be managed inside the ERP.
ERP Optimization & Support
Refine reporting, workflows, and integrations after go-live as requirements change.

How We Start

Start With a Free Discovery Conversation

We start with a free conversation about your business, what you are looking for in a new system, and what is not working well today. Before showing any software, we talk through your financial structure, reporting, workflows, integrations, and operational requirements.

1
Free Discovery Conversation
Discuss your current system, business requirements, pain points, and what you are looking for in a new ERP.
2
Determine Acumatica Fit
We use what we learned to determine whether Acumatica appears to support your requirements and makes sense to continue evaluating.
3
Tailored Acumatica Demo
If Acumatica looks like the right fit, we build a demo around your requirements and show you and your team how the system would support your workflows and reporting needs.

If Acumatica looks like the right fit after the demo, we review scope, software and implementation costs, and what moving forward would involve.

Our Process

If You Decide to Move Forward

Milestone takes the project from planning and configuration through training, go-live, and ongoing support.

1Plan & Design
Confirm scope, requirements, timeline, and responsibilities.
2Configure & Migrate
Configure Acumatica and prepare the data and integrations included in the project.
3Test & Train
Validate the system with your team and prepare users for go-live.
4Go-Live & Support
Move into production with Milestone support in place.

Who We Help

ERP Consulting by Industry

Milestone works with industries where finance and operations need to stay closely connected, so we understand the workflows, reporting, and operational requirements that matter in each one.

Construction
Job costing, project accounting, and billing set up around how 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
Financial management, reporting, approvals, and multi-entity accounting for businesses that need a connected ERP foundation.
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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
Experience with legacy accounting systems and Acumatica implementations helps Milestone identify what should carry forward, what needs to change, and how operational activity should connect to financial reporting.
Acumatica Partner Through Go-Live and Beyond
Milestone supports customers through evaluation, implementation, go-live, and ongoing support as requirements change.
30+
Years ERP Experience
10+
Years With Acumatica
GOLD
Acumatica Certified Partner

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.

Schedule a Call