ERP Implementation & Planning

Indivia International's ERP Implementation and Planning Services are designed to ensure a successful, efficient, and scalable deployment of Acumatica tailored to each business’s unique requirements.

Indivia manages projects to the PRINCE2 project management methodolgy to ensure best of class project management processes.

Through a structured methodology—including discovery, design, configuration, testing, and training—these services help organizations achieve faster ROI, streamlined operations, and confident user adoption. Delivered by certified consultants, implementation services focus on minimising disruption while maximising long-term ERP value.

Core Service Phases & Deliverables

1. Discovery & Planning

Business process analysis and gap assessment
Define goals, timelines, KPIs, and success criteria
Create a comprehensive implementation roadmap
Identify data migration needs and system integrations

2. System Design & Configuration

Map current processes to Acumatica modules (Finance, CRM, Projects, etc.)
Configure chart of accounts, tax settings, workflows, and user roles
Customize fields, dashboards, and automation to fit business workflows
Set up multi-entity, multi-currency, or industry-specific requirements

3. Data Migration

Clean and import legacy data (customers, vendors, transactions, etc.)
Validate accuracy and integrity of historical and live data
Establish repeatable import processes for ongoing needs

4. Training & User Enablement

Role-based training for end-users, admins, and power users
Training sessions, documentation, and knowledge transfer materials
Support for UAT (User Acceptance Testing) and go-live readiness

5. Go-Live & Post-Implementation Support

Final system validation and go-live execution
On-site or remote launch support
Stabilization period with immediate issue resolution
Optional ongoing support, optimization, and system reviews

Key Benefits

Best of class project management applied to implementations
Proven implementation methodology tailored to your industry
Faster time-to-value with expert guidance and structured execution
Reduced risk through careful planning, testing, and change management
High user adoption with personalised training and support
Scalable and future-ready foundation for business growth