Construction ERP Consultant (Acumatica ERP)

Roles & Responsibilities:

Acumatica Construction Consultant

The Acumatica Construction Consultant (Lead) is responsible for guiding the functional aspects of an ERP deployment for Construction and Field Service clients, ensuring the solution meets business needs and is configured effectively.

This role involves working closely with stakeholders to gather requirements, configuring system modules, and providing expert recommendations for best practices. The Acumatica Construction Consultant is responsible for delegating implementation activities to the support resources assigned to the project, ensuring that these individuals execute tasks accurately and on time.

The Acumatica Construction Consultant serves as the primary point of contact for functional support, coordinates testing and validation efforts, and collaborates with both technical teams and end-users to ensure successful adoption. Additionally, this role provides hands-on support during go-live and post-implementation to ensure a smooth transition and optimize system performance. The Acumatica Construction Consultant at times, will provide cross-functional support and assistance in other industries, as required.

Organization:

• Keep documents and folders organized well and titled well; coordinate with the PSM to ensure that all members have the appropriate access to documents and information.
• Adhere to and enforce proper file storage protocols and client file-sharing procedures.

Project Planning:

• Collaborate with the PSM to develop a preliminary project plan based on the target go-live date, properly establishing timeline ranges and assigning the appropriate resources to tasks.
• Regularly review the project plan; provide updates for each task as progress is made, update timelines and completion statuses.
• Actively participate in regular internal PM meetings; share task updates, review progress, discuss project risks, and align on client communication efforts.
• Actively participate in regular PM meetings with the client project team and internal project team to share task updates, review progress, and discuss project risks.

Communication:

• Serve as the primary consultant resource for implementation related activities.
• Discuss risks and concerns with the PSM in a timely manner and communicate to internal and external stakeholders as requested; help develop contingency plans to address potential project setbacks.
• Provide regular project status updates to both internal and external stakeholders as requested.
• Communicate out of scope items, change requests, and other gaps to the PSM per standard operating procedures.

Design & Discovery Activities :

• Lead discussions in design workshops using agenda topics; ask follow up questions as necessary in order to gain a thorough understanding of client requirements.
• Demonstrate awareness of, and responsiveness to, the listener's needs.
• Take thorough notes using the agenda template or other means, record and transcribe workshops sessions, save all notes, recordings, and transcripts in the project folder.
• Engage in meaningful dialogue with the client, offering suggestions for process improvement, workflow solutions, and/or best practices as necessary or when requested by the client.

Solutioning & Documentation:

• Analyze current business processes and workflows to identify areas for improvement.
• Test and validate solutions and workflows based on the client requirements and pain points gathered; test in the ERP system directly, review ERP documentation and community forums, seek coworker feedback as necessary.
• Oversee the drafting and delivery of the Design Document, guiding support consultants to articulate sufficient solutions, workarounds, recommendations, and considerations in an organized and logical manner.
• Schedule and conduct internal review session(s) to obtain feedback on the Design Document draft prior to partner or client review.
• Schedule and conduct external review session(s) with partners and clients per standard operating procedures.
• Obtain client feedback, oversee redrafting efforts by support consultants, and rereview the Design Document as necessary.
• Coordinate with the PSM to obtain client signature on the Design Document per standard operating procedures.

Implementation Activities:

• Complete system configuration, customization, and module implementation; validate configuration performed by support consultants; ensure all configurations align with business requirements.
• Plan and oversee data migration tasks, including data extraction, transformation, and loading (ETL) processes per project scope.
• Develop testing and training materials to support prototyping, user acceptance testing (UAT), and process owner training sessions such as UAT scripts or basic training guides as necessary or per project scope.
• Lead testing and training sessions including prototyping, user acceptance testing (UAT), and process owner training ensuring active client participation and understanding for successful system adoption.
• Resolve issues identified during testing to ensure a smooth rollout.
• Help clients implement change management strategies to guide employees through system changes as appropriate or as required per project scope.
• Lead the cutover strategy discussions, collaborating with clients to ensure that all cutover activities are accounted for and assigned properly within the appropriate timelines.
• Lead the system go-live process, coordinating activities to minimize disruption.
• Provide post-implementation support, troubleshooting, and issue resolution.
• Evaluate the systems performance post-implementation to identify potential improvements.
• Recommend optimizations and enhancements based on user feedback and business needs.
• Proactively execute assigned tasks during the optimization phase, ensuring timely delivery and alignment with client expectations and project goals.

Consulting:

• Conduct all consulting sessions in a manner that develops trust.
• Establish and maintain a strong, professional relationship with clients.
• Effectively communicate when you do not know something while assuring clients of resolution.
• Proactively coordinate with internal and client teams to adjust priorities as needed to respond to evolving business needs and opportunities.

Scope & Budget Management:

• Coordinate with the PSM to regularly validate project scope with stakeholders to confirm that project deliverables meet agreed-upon expectations.
• Monitor project scope throughout the project lifecycle, identifying and addressing potential scope changes that could impact timelines, resources, or budget; communicate potential or definitive changes to the PSM promptly.
• Coordinate with the PSM to assess the impact of scope changes on project resources, timelines, and costs.
• Coordinate with the PSM to record upsell opportunities related to the project according to standard operating procedures.
• Coordinate with the PSM to record optimization opportunities throughout the project as a backlog for future phases.

Risk Management:

• Identify, assess, and mitigate risks throughout the project lifecycle.
• Escalate project risks, issues, or concerns to the PSM as necessary.
• Coordinate with the PSM to discuss risks and concerns with both internal and external stakeholders in a timely manner; develop contingency plans to address potential project setbacks.
• Participate in monthly steering committee PM meetings with the client steering committee and internal steering committee to review high level progress, discuss project risks and concerns, scope changes, and priorities.

Customer Success:

• Schedule and lead informal check-in meetings with customer points of contact to assess satisfaction, gather feedback, and ensure the team is delivering expected value.
• Periodically engage with customer points of contact to identify emerging priorities or shifts in business objectives.