Acumatica· Solution design
Acumatica fit-gap and solution design
Solution design turns the requirements into a Acumatica design: what standard Acumatica covers, what needs configuration, and what needs an extension or a third-party app. superglue's agent drafts the fit-gap from the requirements and reads the client's Acumatica account, so the design matches the edition and the features the client actually has.
How this step works
What the agent does
- Drafts a fit-gap matrix that marks each requirement as standard, configuration, extension or workaround.
- Reads the client's Acumatica account for the edition, the enabled features and the existing setup.
- Drafts the design document: structure, master data, processes, approvals and integrations.
- Flags the gaps that change scope or cost, so you raise them before the build.
What you decide and approve
- How each gap is closed.
- Which extensions and third-party apps the client buys.
- When the client signs the design.
What the client gets
- A fit-gap matrix in Excel.
- A solution design document to sign.
Key Acumatica design decisions
- 01
Start from the edition's standard process
Test each requirement against the client's edition first, such as Distribution, Manufacturing or Construction. Many gaps close with the workflow editor, generic inquiries or business events, with no code.
- 02
Treat each customization as a recurring cost
Acumatica ships two major versions per year, and each customization project must be tested again at every upgrade. Check the Acumatica Marketplace for an ISV solution before you design custom code.
- 03
Choose tenants, companies and branches by legal need
Tenants share no data, while companies in one tenant share configuration and support intercompany transactions. Use the company type with branches that require balancing when each branch must keep a balanced ledger.
- 04
Design where each subaccount segment comes from
Module preferences build the subaccount on a transaction from sources such as the branch, item, customer or employee. Each segment needs a source for each transaction type, or users enter it by hand.
Through Pine Services Group, work is underway with i-Tech, an Acumatica partner.
Read the announcementFrequently asked questions
What are the key Acumatica design decisions?
Start from the edition's standard process; Treat each customization as a recurring cost; Choose tenants, companies and branches by legal need; Design where each subaccount segment comes from. The agent drafts the fit-gap, and you decide how each gap closes.
Does the agent decide on customizations?
No. The agent lists the options for each gap and their effect on scope. You decide, and the client signs the design.
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.