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How to Choose an Acumatica Partner: A Comprehensive Step-by-Step Guide

Written by Laura Schomaker

July 20, 2023

Given its importance in business operations, you must choose an Acumatica partner you can trust to help your business thrive. The process for selecting an Acumatica partner is incredibly high stakes. Because ERP solutions can encourage positive organizational change, proper implementation of Acumatica can make or break your success with this platform.

Choosing an Acumatica partner doesn’t have to be difficult. This article will offer a step-by-step overview of what to consider when working with an Acumatica partner and how to navigate your new ERP solution to guarantee that you choose the best Acumatica services partner.

1. Understand Your Business Needs

When choosing Acumatica channel partners, you must thoroughly understand your company’s needs. First, assessing your company’s unique requirements and objectives is crucial. Choosing an ERP system is a major decision that affects your company’s future. Assessing your needs is possible by asking the following questions:

  1. Do I need a third-party implementation partner?
  2. Can I afford the investment?
  3. Will my new system integrate with my existing software?
  4. Do I have the resources to handle ERP updates independently?
  5. What percentage of my staff works remotely?
  6. Where is my business headed in the upcoming years?

Choosing from a network of partners requires careful consideration of the specific functionalities and modules you need from Acumatica. Depending on your needs, some modules might not be necessary for your ERP solution. While helpful, Acumatica solutions related to finance, customer relationship management (CRM), manufacturing, distribution, e-commerce, and more aren’t necessary for every business model. Identify what your company needs before selecting an Acumatica consultant.

2. Research Potential Acumatica Partners

Identifying reputable software vendors is another vital step to understanding how to choose an Acumatica partner. Conducting thorough research will ensure you make a wise decision that benefits your business. When researching partners, explore their official channels and websites to gauge their capabilities and experience.

You should consult customer reviews and testimonials before selecting an Acumatica partner to understand how previous clients have benefited from a specific service. Partners with high customer satisfaction levels are more trustworthy than are providers with mixed or mediocre reviews.

Always evaluate a provider’s industry expertise, experience, and certifications. Some Acumatica partners will have more experience with specific industries than others, meaning that not every solution will suit your business needs. Partners like Intelligent Technologies serve the following industries:

  • Professional services
  • Financial services
  • Distribution and logistics
  • Hospitality
  • Manufacturing
  • Pharmaceuticals and medical technology
  • And more

Finally, consider the geographical coverage that a partner offers and their support availability. Checking these details ensures you choose a practical solution with a partner who will support you no matter what.

3. Evaluate Partner Services and Offerings

Knowing what an Acumatica partner offers requires a thorough assessment of the services provided by individual partners. Below are some crucial services and offerings to evaluate before choosing an Acumatica Cloud ERP partner:

Identify the Range of Services Provided

Not all valued Acumatica reselling (VAR) partners provide the same level of services. Finding a value-added reseller partner that provides vital solutions for implementation, customization, training, and support will determine whether your Acumatica software solution is successful.

Partners like Intelligent Technologies provide the following crucial services:

  • Acumatica system selection
  • Acumatica software implementation
  • Acumatica financial data migration and conversion
  • Acumatica customization and integration
  • Acumatica expert support
  • Acumatica training
  • Dynamics GP and Dynamics SL to Acumatica Cloud ERP migrations

Determine Industry-Specific Solutions

Identify whether an Acumatica partner provides industry-specific solutions relevant to your business. If a partner doesn’t prioritize your industry or have solutions specifically tailored to your needs, they likely won’t have the solutions you’re looking for from your cloud-based ERP software.

Inquire About Integration Capabilities

Not all partners have the integration capabilities to integrate seamlessly into your other systems and applications. Always identify which integration capabilities are available from specific partners to ensure that your migration goes smoothly and doesn’t cause too much of a disruption in your business operations.

Consider Their Track Record

Before you choose Acumatica partners, determine whether they have a positive track record of successful Acumatica implementations. Your ERP solution might not meet your expectations if you neglect to read reviews and conduct due diligence on your Acumatica partner before implementing.

Understand Their Training and Support

While a partner might seem helpful upfront, you can’t know that your Acumatica solution will be effective if you don’t inquire about the partner’s training and ongoing support offerings. Choose a provider like Intelligent Technologies that provides constant support and Acumatica consulting services to guarantee you get the most out of your ERP solution.

4. Final Decision and Implementation

When deciding on an Acumatica partner, it’s essential to merge all the information and research you’ve collected during the evaluation process. Depending on your business requirements, some offerings might appeal to you more than others.

Always consider the pros and cons of different Acumatica partners before deciding. Consider specifications for the solution you’re looking for, the services provided by different partners, and affordability constraints that might affect your decision.

Ultimately, you must decide based on your business needs, expertise, and partner compatibility. Consider a provider’s partnership with Acumatica as a valuable tool to help your business to grow and flourish with Acumatica Cloud ERP.


Choosing the right Acumatica partner is crucial to your company’s future success. Before deciding on a program that works best for your business, identify your specific company needs, research potential partners, evaluate unique services and offerings, and move forward to your final decision.

Thoroughly researching and evaluating partners is essential to benefiting from Acumatica Cloud ERP. Options like Intelligent Technologies provide long-term benefits related to a successful partnership with an Acumatica consultant. Learn more about Intelligent Technologies for your Acumatica implementation and determine how to choose an ERP consultant today with Intelligent Technologies.

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