Tayana Solutions

Header: Unlock the Power of Customization: Transforming Tech Frustration into Efficiency

This page explains how a simple customization can solve a common problem for field technicians, improving their workflows and customer satisfaction.

(a) Challenges

  • Field technicians using the Acumatica mobile app often face challenges when trying to perform seemingly simple tasks.
  • A common problem was the inability to update a customer’s account name directly from the mobile app, which should have been a simple process.
  • The account name field was locked down on the mobile app.
  • This limitation forced technicians to return to the office to make the necessary changes, resulting in delays and inefficiencies.
  • Many clients of Tayana Solutions reported experiencing the same issue, indicating it was a widespread problem.
  • This issue highlights how technology can sometimes create more obstacles than solutions, causing user frustration and hindering productivity.

(b) Solution & Benefits

  • Tayana Solutions addressed this issue by leveraging the expertise of their associate software engineer, Nor, who has five years of experience in the ERP space.
  • Noor discovered that the Acumatica mobile app did not allow for editing of the account name field.
  • Using Acumatica’s mobile layout editor, Noor was able to access the properties of the account name field and turn on the editing function.
  • This solution was not complicated and was achieved via a simple setting in Acumatica’s mobile layout editor.
  • The customization maintained all existing security and data validation rules, ensuring that the solution was secure.
  • This customization eliminated the need for field technicians to return to the office for these types of edits.
  • The solution directly addressed a real problem and had an immediate positive impact on the field technicians’ jobs.
  • By enabling technicians to complete their tasks more efficiently, this change made their jobs easier and led to increased customer satisfaction.
  • This real world example shows the power of customization in the ERP space when an expert is involved.
  • This story underscores the importance of user feedback and how listening to frustrated users can lead to valuable improvements.
  • It also highlights that solutions to workflow challenges might already exist within the system, waiting to be unlocked.