Acumatica· Discovery
Acumatica discovery and requirements
Discovery workshops decide what the client needs from Acumatica. The answers end up spread across call notes, emails, chat threads and the sales team's memory, and some get lost between pre-sales and delivery. superglue's agent reads all of them and keeps one list of requirements, with the source and the decision behind each item.
How this step works
What the agent does
- Reads workshop transcripts from your notetaker, and the email, Slack or Teams threads and documents of the project.
- Writes the requirements per business process, with the source and the person who stated each one.
- Lists open questions and conflicting statements for the next workshop.
- Keeps a decision log that design, testing and your colleagues reuse.
What you decide and approve
- Which requirements are in scope.
- The priority of each requirement.
- When the requirements go to the client for sign-off.
What the client gets
- A requirements document per business process.
- A decision log with the source of each decision.
What to get out of Acumatica discovery workshops
- 01
Walk each process with the people who run it
Go through order to cash, procure to pay and the month-end close step by step with the staff who do the work. Managers describe the intended process, and staff describe the real one.
- 02
Capture approvals as they happen today
Record who approves purchase orders, bills and expense claims, and at which amounts. This list is the input for the approval maps.
- 03
Record how inventory is valued and tracked
Ask for the costing method, lot and serial tracking, units of measure and the warehouses and locations in use. The valuation method is hard to change once an item has transactions.
- 04
Capture transaction volumes
Acumatica licenses by resource level and transaction volume, with unlimited users. Monthly counts of orders, invoices and journal lines decide the license tier.
Through Pine Services Group, work is underway with i-Tech, an Acumatica partner.
Read the announcementFrequently asked questions
What should come out of Acumatica discovery workshops?
Walk each process with the people who run it; Capture approvals as they happen today; Record how inventory is valued and tracked; Capture transaction volumes. The agent keeps the requirements and the decisions in the project, so design and testing reuse them.
Which meeting tools can the agent read?
Circleback, Granola, Fireflies, Fathom, Fellow, Read AI and Otter, plus email, Slack, Teams and shared drives. The agent only reads them.
How does superglue work with our consultants?
superglue works alongside your team. The agent takes on the repetitive work, such as reading documents, drafting, mapping, loading and reconciling. Your consultants keep the client relationship and the decisions, and they approve every change to a client system.
Can we use our own implementation method?
Yes. Write your firm's method as a playbook, and every consultant and every session follows it. The documents the agent produces carry your firm's branding.
Which systems can we migrate from into Acumatica?
Common sources are Microsoft Dynamics GP, QuickBooks, Sage 100, MYOB and spreadsheets. The agent also reads Excel, CSV and XML exports and most systems with an API or a database.
Is client data safe?
superglue holds a SOC 2 Type 2 report and works under GDPR. Credentials are encrypted with AES-256. On the Enterprise plan, superglue can run on your own infrastructure.
How do we start?
Start with one live Acumatica project. Connect the client's systems, give the agent the statement of work, and run the first steps together with us.