Tayana Solutions

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Boost Your Business Efficiency with Acumatica: A Case Study

This page details how Tayana Solutions solved a common business challenge with a smart Acumatica solution, improving daily workflows and overall efficiency.

(a) Challenges

Many businesses using Acumatica face the problem of needing to access business account details while working on cases, requiring them to navigate away from the case screen. This constant switching between screens wastes time and leads to frustration. When these actions are repeated throughout the day, the clicks and lost time add up significantly. The inefficiency of this process can impede daily productivity and overall workflow.

(b) Solution

Tayana Solutions addressed this issue by developing an elegant solution using Acumatica’s generic inquiry feature. Their approach involved adding a new navigation parameter directly onto the case screen. This allows users to access the necessary information instantly. Here is a breakdown of the steps they took:

  • A new entry was created in the site map and linked to the business account column in the generic inquiry.
  • The business account was chosen as the target and set as a site panel, so it appears directly on the case screen.
  • The correct business account field name was selected to ensure accurate linking to the correct data.
  • Finally, the changes were saved.

Benefits

This solution significantly improves the user experience by eliminating the need to navigate away from the case screen. It provides the following advantages:

  • Time Savings: Instant access to business account details reduces the time spent searching for information.
  • Improved Workflow: Having the required data readily available on the case screen makes daily tasks easier.
  • Reduced Frustration: By streamlining access to critical data, frustration caused by repeated clicks and navigation is eliminated.
  • Working Smarter: The solution embodies the principle of working smarter, not harder.
  • Customized Experience: By using generic inquiries, the system can be configured to display information in a way that works best for each business.
  • Partnership Approach: Tayana Solutions’ approach involves a partnership, with the focus on configuring the software to support a business’ long-term success.

Tayana Solutions is committed to finding solutions that enhance the daily experience for Acumatica users. They have expertise across multiple Acumatica editions, making them suitable for various industries like distribution, manufacturing, e-commerce, and more. They also focus on security measures and efficient import/export processes.

If your Acumatica system needs help, Tayana Solutions offers free consultations. Contact them on 678-910-2774.