Acumatica vs. Newforma Project Center

It is well suited because it appears to have been designed to work across multiple industries, and we've kind of seen that it works well for the construction industry. Still, we've been here at the Acumatica Summit and have seen a lot of other industries being able to use the same product, so they have designed it well.

Incentivized

Newforma is a great tool to collaborate with large teams and between firms. It allows for great documentation of transfers, activities, and other procedural aspects of projects that require collaboration between disciplines, for example, MEP, electrical, architectural and technology. For internal use, Newforma has been great for communications tracking and archival, as well as for record-keeping of all the users in a team or number of teams. Many great options are features are unused due to a lack of training or exposure to them, for example, the graphical viewers that can preview CAD, Revit, and other formats, or the markup tool available with the desktop client.

Incentivized

• Banking reconciliation: Quick, easy to understand and easy to follow to see where you left off
• Clearly displaying just enough data to answer questions without forcing us to work through copious amounts of detail or extracting data into other programs to get answers
• Billing and payment receipt is particularly helpful in the way that the data transfers into the banking section and is exported

Incentivized

• Newforma sits on top of our previous filing system (Windows Explorer). This was very important to us because we didn't have to change the project numbering system in order to fit Newforma's design. Also, if we were to decide we didn't like it, we could easily revert back to our previous methods.
• Newforma does a great job of indexing information, making searches much easier by being able to use keywords instead of knowing the exact file location. No more traversing through countless folders before finding what you need.
• Newforma keeps a read receipt for everything that you submit through it for issue tracking, and keeps an easy to read record of your workflow.

Incentivized

• Remittance advices don't work.
• NACHA file to bank doesn't include vendor reference # which is the vendor invoice number.
• You can't do offsets between AR & AP when vendors are also customers to net the balances due to/from if agreed upon with the vendor/customer.

Incentivized

• I have found it difficult to locate audits.
• Some users have issues while uploading project data.

I gave this 10 rating because Acumatica ERP is the backbone of the organization, next to the IT Team. We use this software for many different parts of our business. For example our Retail service stations that utilize the inventory, billing, and financials. Our Distribution company that uses it for Field services, CRM, Sales, Accounts and Financial consolidation of all company financials.

Incentivized

I give it an 8 because it is very intuitive and easy to use for day to day work. I find it more difficult to create general inquiries and financial statements than it seems that it should be. It's not very intuitive in those areas.

It's always available.

there have been some performance issues

Incentivized

We used Acumatica Support directly for the first year or so. Overall it's pretty good, but sometimes the support staff wasn't educated on the customizations we had, nor was I as the Customer as I couldn't remember which things were customized and which things were out of the box, so when there was an error, there were some misunderstandings.

Incentivized

While I have never asked for support myself, a Newforma representative has been in the office annually to give training seminars and info sessions on how to fully use the product. I find this essential to keep the product relevant and make sure everyone knows its full capabilities and an important part of customer support.

Incentivized

It was on General Inquiries and it's just a complex topic.

Most of the trainers are amazing, but there were a couple who simply read the training guide

Incentivized

I'd say the partner selection is critically important. I think the software is very easy to implement. It's very customizable to your business. Finding a partner that will work with you to understand your business and your needs is the critical piece to make sure that the system goes along with it.

Incentivized

Acumatica's sales process was much better than that of NetSuites. The NetAtWork team spent much more time with us and showed us how Acumatica really could do everything that we needed it to do, with examples using our data.

Incentivized

A good competitor against other similar solutions and support is excellent.

Incentivized

No, annual invoices are fine. I do like that unlimited users are included.

From my understanding, the P.O. module is not very robust, at least the last time I inquired about it. At the time, it had a one-to-one match, with one invoice for one P.O. and that isn't practical for many businesses. I don't believe it would be an easy system to use for sending out invoices, if we had thousands of retail utility customers. We do a small number of invoices because we sell wholesale power, not retail, so we only Invoice the municipality. Not each utility customer.

They are very responsive and knowledgeable about the product. If the rep doesn't have the ability to solve the issue, they quickly get someone else involved to assist us.

• We were able to work in one system with customizations we needed in inventory and add all our grants in the same system
• Direct mail invoices was moved to an automated PO system saving time and allowing better financial tracking
• The grant module can be cumbersome requiring flip flopping to program partners etc during set up

Incentivized

• Newforma makes it easy to transfer, share, archive, and search extensive data sets in a single GUI
• For it to be effective, all users in a team must receive a basic training and use it consistently
• Adoption in the industry is good (A/E); many teams use it consistently. Learning to use it once produces time-saving in subsequent projects

Incentivized