Digital Transformation with the focus on ERP.
ElevatIQ, Inc. provides business system procurement and implementation assistance for the systems such as ERP, HCM, CRM, and BI produced by tier 1 publishers including Infor, Acumatica, and Automation Anywhere for products including Infor CloudSuite Industrial(Syteline) and Acumatica ERP. Its services include digital transformation roadmap development, change management, business integration, system selection, vendor selection, skill development, and system implementation and adoption advisory services.
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other locations
Focus
Reviews
the project
ERP Consulting for Food Manufacturer
"Without ElevatIQ Inc.’s help, we probably would have been behind on where we are now."
the reviewer
the review
A Clutch analyst personally interviewed this client over the phone. Below is an edited transcript.
Introduce your business and what you do there.
I’m the ERP team lead of a food manufacturing company. We sell to retail and wholesale customers.
What challenge were you trying to address with ElevatIQ Inc.?
We wanted to implement an ERP system for our company.
What was the scope of their involvement?
ElevatIQ Inc. helped with our ERP implementation. They played a big role in getting us into our current ERP system which is Acumatica. They facilitated workshop sessions for us with our key stakeholders trying to come up with the right plan that would work for our ERP system. Since we have so many moving parts, ElevatIQ Inc. has facilitated getting the third party providers involved, along with the Acumatica software.
Their services also involved assisting in configuring a chart of accounts and related cash accounts, fixed assets and other modules, and coordinating with other vendors associated with Acumatica like Tayana for the process-manufacturing piece and e-commerce integration with our ERP system.
They also helped go through our existing business processes to see how it would fit into Acumatica’s out of the box modules and helped us get some of our raw data. We previously used QuickBooks and we’re trying to cleanse that data into the information that’s needed for going into this new system.
ElevatIQ Inc. was the one that helped streamline that process with us and they got the ball rolling for Acumatica. ElevatIQ Inc. facilitated the partnerships that we are currently working with. They helped us get to a place where we could take things off with the other partners we are engaging with.
What is the team composition?
We worked directly with Sam (Principal Consultant) and he brought on some team members from ElevatIQ Inc. It was hard at first to determine which ones were his team directly versus other vendors. It was mostly Sam, from our perspective, that we dealt with directly.
How did you come to work with ElevatIQ Inc.?
ElevatIQ Inc. was chosen before I got involved with the ERP implementation. Our company’s owner had an analysis done on our needs and Acumatica was suggested to us. Then he was provided a recommendation on what provider would best fit based on our geographic location, which is how we chose ElevatIQ Inc.
How much have you invested with them?
We invested under $50,000.
What is the status of this engagement?
We worked with ElevatIQ Inc. from March–June 2020. We are still in the stage of testing, but we are no longer working with ElevatIQ Inc. We have a lot of moving parts and requirements in our ERP system so we are still configuring and testing right now.
What evidence can you share that demonstrates the impact of the engagement?
ElevatIQ Inc. really helped us determine exactly what we need going into this system. We did a lot of background work with them in getting our raw data cleaned up and to have it formatted that best fits the Acumatica model. They helped us get all of that setup. Without ElevatIQ Inc.’s help, we probably would have been behind where we are now.
How did ElevatIQ Inc. perform from a project management standpoint?
We communicated 3–4 times a day through emails. Sam was very responsive. The minute we sent him an email, he came back with very detailed explanations whether he was working with Acumatica directly or with the other vendors that were involved in this project. He was giving feedback regularly so we didn’t have any issues with his response time.
What did you find most impressive about them?
The best thing was their responsiveness through emails as COVID-19 happened. I’m sure it would have been different without COVID-19. It seemed like he wanted to keep the project moving along as much as possible. There wasn’t a time that we had to wait for a week before we get feedback on something. Communication was one of their strong suits.
Are there any areas they could improve?
I think a little bit more explanation of the requirements for our team could have been better. It was a little specific to our company since we don’t have an existing ERP system. A lot of the data that we had to pull together was all new to us. Perhaps a little bit more preparation time before we really kicked things off because we did find that there was a lot that we had to gather to keep the project moving forward.
The time and commitment on our side were a lot at the time, but we were able to get through it. Maybe if we had a week or two beforehand to pull some of that information together, we could have been more responsive on our end.
Do you have any advice for potential customers?
My advice would be to be open with expectations and the timing on both parties’ ends. I think with an ERP project, there are a lot of unknowns on how each party needs information. So just being open with your expectations, your requirements, and what kind of system you’re currently operating under would be a huge benefit to making sure the project is successful.
the project
IT Consulting for Staff Augmentation Company
"The team has the ability to grasp the client’s nature and have a good understanding."
the reviewer
the review
A Clutch analyst personally interviewed this client over the phone. Below is an edited transcript.
Introduce your business and what you do there.
I’m an account manager for a staff augmentation company.
What challenge were you trying to address with ElevatIQ Inc.?
We were looking for resources to help with IT consulting.
What was the scope of their involvement?
ElevatIQ Inc. worked on particular requirements that we assigned to them. They had a searching portal database and they provided me cheaper resources on their end so we could make the move for the client.
What is the team composition?
There were 1-2 points of contact.
How did you come to work with ElevatIQ Inc.?
I was in touch with Sam (Principal Consultant) initially and I had known him for a few years. He was on top of the process.
How much have you invested with them?
We spent about $100,000-$250,000.
What is the status of this engagement?
We worked together from June to December 2019.
What evidence can you share that demonstrates the impact of the engagement?
My client was very happy with the deliverables and I’m very happy as well.
How did ElevatIQ Inc. perform from a project management standpoint?
We communicated via email and phone. We also had weekly meetings on Fridays and Mondays.
What did you find most impressive about them?
The turnaround time was impressive and they were always on top of things. The team has the ability to grasp the client’s nature and have a good understanding.
Are there any areas they could improve?
No, there’s nothing I’d have them improve.
Do you have any advice for potential customers?
If you have business requirements, they will take ownership and work as if it’s their own client.
ElevatIQ Inc. helped the company extremely well in implementing the ERP system. The team exceeded the client's expectations. They communicated constantly and provided feedback promptly moving the project forward. Customers can expect a communicative, helpful, and reliable vendor.