When your unique business processes cannot be fully achieved with Acumatica’s standard functionality, the platform offers an excellent and flexible framework for developing customizations. The challenge is not just building something new, but designing the right customization – one that leverages Acumatica’s existing capabilities to the fullest, avoids re-inventing the wheel, and remains maintainable over time.
At Sprinterra, we treat solution design as a critical development phase. A well-prepared design is the foundation of every successful customization or solution. Below, we outline the structured process and tools we use to ensure requirements are captured accurately, validated thoroughly, and translated into functional specifications that can be implemented efficiently.
The solution design process begins with the client’s request. To ensure efficiency and accuracy, we use a standardized Client Submission Template that collects all essential information in a consistent way. The template includes:
If the client cannot provide all this information initially, our Solution Architects use the template during the initial requirements gathering session to capture the missing details. This approach ensures consistency across projects and minimizes the risk of misinterpretation later in the design cycle.
Once the request is documented, we apply our Solution Design Preparation Workflow to analyze, validate, and refine the requirements.
We start by reviewing the request at a conceptual level, ensuring we understand the scope. At this stage, we also confirm the client’s current Acumatica version and consider planned upgrades to determine whether future releases may address part of the request without customization.
The request is broken down into discrete components. For each component, we determine whether Acumatica’s out-of-the-box (OOB) functionality can meet the requirement. The objective is to maximize use of native functionality, minimizing custom code and maintenance overhead.
We generate a list of targeted questions, assumptions, and ambiguities from the initial analysis. These are discussed with the client to confirm the true business objectives and refine the scope.
To make the proposed solution tangible, we create mockups and workflow diagrams (using tools such as Moqups). These diagrams show process flows, entity interactions, and UI changes. When applicable, we propose multiple solution options and outline their trade-offs.
We share the first draft of mockups and open questions with the client, followed by a walkthrough session to validate our understanding and collect feedback.
Based on client feedback, we revise the mockups. If enough detail is available, we also provide a ballpark estimate at this stage. Additional iterations may be performed until all parties are aligned.
When the design is agreed upon, we prepare the Functional Specification Document (FSD), which includes:
The FSD then serves as the official blueprint for development.
Sprinterra’s solution design process combines a standardized intake template with a step-by-step engineering workflow to deliver well-structured, future-ready solutions. Every request – no matter how complex – is carefully analyzed, validated with the client, and translated into clear documentation that serves as the blueprint for development.
By following this disciplined approach, we help clients achieve the right balance between leveraging Acumatica’s powerful built-in features and developing targeted customizations. The result is a solution that meets unique business needs without unnecessary complexity, reduces project risks, controls costs, and remains aligned with both current operations and Acumatica’s long-term roadmap.
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Sprinterra takes a structured, business-first approach to Acumatica customization. Instead of jumping straight into coding, we begin with detailed requirements gathering and create a Functional Specification Document (FSD) that aligns business goals with technical solutions. This method ensures Acumatica ERP customization is tailored to each company’s workflow.
Sprinterra emphasizes scalability by prioritizing Acumatica’s out-of-the-box functionality whenever possible. When custom development is necessary, we design it with future upgrades in mind to avoid costly rework. This approach makes ERP customizations easier to maintain as your business grows.
A structured design process provides traceability, clarity, and efficiency. By documenting every requirement and validating it through mockups and walkthroughs, Sprinterra minimizes risks and ensures alignment with business objectives. Strong solution design is the foundation of a successful Acumatica implementation.
Sprinterra performs gap analysis to determine when standard Acumatica functionality meets the need and when customization is truly necessary, helping companies avoid unnecessary complexity. This helps businesses balance native ERP features with targeted custom development.
The workflow is designed to catch potential problems early. By validating requirements and collecting feedback upfront, Sprinterra reduces rework, controls budgets, and ensures the solution delivers business value. Our proven Acumatica solution design workflow lowers risks across the entire ERP project.
Mockups and workflow diagrams act as visual blueprints for customization. They help both technical teams and business stakeholders align on how processes will function before development begins. Visualizing processes early helps streamline Acumatica ERP projects.
The Functional Specification Document serves as the roadmap for development. It provides workflows, technical notes, and estimates, ensuring developers and stakeholders stay fully aligned. This document keeps Acumatica customizations precise and cost-effective.
