Starting or rescuing an Acumatica ERP project? Before jumping into fixes, it’s essential to hit pause and truly understand what’s going wrong. At KALM Consulting, we believe that every smart recovery begins with clarity. That’s why the first step in our R.E.S.C.U.E. methodology is Research.
This isn’t about assumptions—it’s about a comprehensive, objective audit of your ERP system, processes, and most importantly, the people involved. The goal: identify root causes, not just treat the symptoms.
What Does “Research” Mean in an ERP Project?
Research means collecting evidence—not assumptions—to find what’s truly going wrong. We explore three critical dimensions:
1. The System
- Is the configuration aligned with business needs?
- Are its core features being fully utilized?
- Do errors, slow performance, or recurring issues appear?
2. The Processes
- Which workflows are fully supported by the ERP?
- Are there manual workarounds still in use?
- Does the system reflect real operational needs?
3. The People
- Who’s using the system, and how effectively?
- Is there confusion, resistance, or low confidence?
- Does internal support have the right knowledge and tools?
When systems fall short, the culprit often isn’t the software—it’s the misalignment between these areas. Sometimes, all three are out of sync, leaving the project directionless.
Why Start with Research?
Because acting without insight leads to rework, waste, and frustration. We don’t solve ERP problems based on anecdotes—we solve them based on evidence.
Skipping this phase can lead to:
- Over-customizing without need
- Providing training that misses the mark
- Ignoring hidden, high-impact issues
- “Fixing” what isn’t broken
- Abandoning the ERP entirely
That’s like undergoing surgery without a scan: risky, costly, and often wrong.
How KALM Consulting Conducts ERP Research
Our ERP Research process blends technical depth with user empathy:
- Interview project leaders, power users, and tech teams
- Analyze configuration and usage across modules
- Review logs and system behavior patterns
- Conduct anonymous user sentiment surveys
- Map real workflows against ERP design
This isn’t just a report—it’s the first strategic win. You get insight, alignment, and a roadmap grounded in reality.
What You Get After the Research Phase
You receive a practical, data-backed roadmap that includes:
- A full ERP system health report
- Root cause analysis with prioritization
- Leadership-ready executive summary
- Immediate corrective actions
- Strategic planning for the next recovery steps
This becomes the foundation for transforming a failing Acumatica project into a success.
Don’t Fix Blindly. Understand First.
In ERP recovery, clarity is your competitive edge. Research isn’t a delay—it’s a decision-making accelerator. You save time, cut waste, and build momentum from facts—not frustration.
Strong ERP turnarounds start informed. Begin yours with KALM Consulting’s Acumatica ERP rescue methodology.
Ready to Diagnose Before You Act?
👉 Book your free 30-minute session with a certified ERP Rescue Specialist.
No pressure. Just real answers.