Seattle, 98107, WA,
United States
NexTec Group
NexTec Group, a prominent reseller, system integrator, and consulting company, that plays a vital role in numerous system integration and digital transformation initiatives. NexTec Group collaboration with software players such as Acumatica, Sage and empowers organizations to embrace disruptive technologies and accelerate their journey to the cloud, thus reshaping their business models.
| Reseller and SI | Vendor | Application | Category | Market |
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| NexTec Group | Acumatica | Acumatica Cloud ERP | ERP Financial | ERP Financial Management |
| NexTec Group | Microsoft | Microsoft Dynamics GP | ERP Financial | ERP Financial Management |
| NexTec Group | Microsoft | Microsoft Dynamics SL | ERP Financial | ERP Financial Management |
| NexTec Group | Sage | Sage Business Cloud X3 (ex Sage ERP X3) | ERP Financial | ERP Financial Management |
| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Product | Category | When | Insight |
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cbdMD | Life Sciences | 52 | $24M | United States | Acumatica | Acumatica Cloud ERP | ERP Financial | 2022 |
In 2022, cbdMD implemented Acumatica Cloud ERP after Oracle NetSuite ERP announced it would no longer support companies in the CBD market space, forcing a rapid platform change. The go-live was executed with NexTec Group as the implementation partner, and the deployment targeted unified financial and operational controls under the ERP Financial category.
The implementation consolidated key functional modules, moving CRM from Salesforce into Acumatica CRM and replacing Expensify with Acumatica Expense Entry, while bringing core financials, order management and inventory workflows into a single cloud application. Acumatica Cloud ERP was configured to standardize pick, pack and ship processes and to provide batch-level cost and profitability visibility, enabling the company to monitor month-by-month profitability and see profits for specific product batches.
Third-party platforms and middleware integrations were migrated into the Acumatica instance to create a single source of transactional truth, tying direct-to-consumer eCommerce activity into finance and fulfillment. The deployment covered sales, finance and fulfillment operations and established a path to onboard the wholesale arm into the same system, with plans to add integrated credit card processing for wholesale payments.
Project governance was led by cbdMD with NexTec Group coordinating multiple consultants, each assigned to discrete skill areas, which kept the program on schedule and within budget while allowing scope adjustments. The rollout emphasized configuration of inventory picking and shipping workflows and replacement of spreadsheet and paperwork based quality testing processes with system-recorded quality controls.
Post-launch outcomes stated by cbdMD include CRM licensing savings of over $125,000 annually, a 30% reduction in labor hours to fulfill orders and the ability to process thousands of orders per day, alongside real-time access to consolidated business data. These results reflect the consolidation of ERP and CRM into Acumatica Cloud ERP and the operational visibility gained across finance, operations and sales.
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Harland M. Braun & Co. | Distribution | 20 | $3M | United States | Acumatica | Acumatica Cloud ERP | ERP Financial | 2022 |
In 2022 Harland M. Braun & Co. implemented Acumatica Cloud ERP as its ERP Financial solution, migrating from Intuit QuickBooks Enterprise with implementation support from NexTec Group. The engagement targeted the companys distribution operations in Los Angeles, California, and focused on replacing paper based, manual pricing and shipment processes that relied on institutional knowledge held by tenured staff.
The Acumatica Cloud ERP deployment emphasized financial and operational configuration to capture transportation and routing costs. NexTec configured non stock items to represent common legs in an orders journey, and invoices in accounts payable are posted against those items so historical route costs are available at quote time. Acumatica Cloud ERP was configured to use subaccounts for supplier level classification, enabling profit and loss reporting by supplier and giving the sales team direct access to cost references during pricing and order management.
The implementation used Acumatica Cloud ERPs cloud hosting model, allowing Harland M. Braun & Co. to phase out on premises servers and remove the burden of local infrastructure for a company without a formal IT department. Cloud access extended operational reach to a traveling workforce, providing anytime anywhere visibility into orders, vendor invoices, and routing cost history for sales and finance users. The rollout concentrated on operational coverage across sales and finance workflows tied to order pricing, shipment tracking, and accounts payable posting.
Governance and process changes emphasized moving from informal, person centered practices to documented, system driven workflows. NexTec provided best practice guidance and training to standardize how supplier activity is posted, how subaccounts are used for supplier P and L analysis, and how non stock route items are created and maintained. These controls reduced reliance on individual institutional knowledge and embedded repeatable procedures into the Acumatica configuration.
The project delivered explicit business outcomes stated by the customer, including accurate transportation cost tracking that supports more profitable deals, a shift from reliance on institutional knowledge to data backed pricing decisions, anytime access for a traveling workforce, and the ability to decommission on premises servers for anticipated long term cost savings.
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Fulcrum Coffee | Distribution | 20 | $2M | United States | Acumatica | Acumatica Cloud ERP | ERP Financial | 2023 |
In 2023, Fulcrum Coffee implemented Acumatica Cloud ERP as its ERP Financial solution, replacing Intuit QuickBooks Enterprise to address growing complexity across distribution and craft roasting operations. The deployment targeted core financial management and distribution workflows for a 20 person organization that operates equipment and barista training services, company cafes, bottled beverage production, and emerging hospitality activities.
The Acumatica Cloud ERP implementation configured integrated financial management, inventory control and distribution capabilities, with specific attention to multiitem inventory and kit assembly workflows that previously strained QuickBooks. Functionality implemented included generalized ledgers and accounts payable and receivable, inventory tracking for thousands of SKU level items, built kit handling to capture components and labor, and reporting that supports monthly close and financial analysis.
NexTec Group served as the implementation partner for the migration from Intuit QuickBooks Enterprise, executing data migration and solution provisioning. The solution was deployed on Acumatica Cloud ERP as a cloud hosted architecture to enable faster remote access and eliminate the previous downtime experienced under older remote desktop arrangements, supporting Fulcrum Coffee’s hybrid workforce.
Governance and process changes centered on strengthening accounting controls and restructuring month end and inventory reconciliation workflows to align with the ERP Financial application. Operational ownership shifted toward consolidated ERP processes for order to cash, inventory replenishment and kit assembly, enabling standardized distribution model support and clearer financial stewardship across departments.
Fulcrum Coffee reported outcomes that were documented during the engagement, including a more efficient monthly closing process, improved remote and hybrid workforce productivity, simplified financial reporting and stronger accounting controls, and the flexibility to experiment with additional distribution models. The company also cited NexTec Group’s responsiveness and organization as a material factor in achieving a stable, cloud hosted Acumatica Cloud ERP environment.
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Manufacturing | 190 | $26M | United States | Acumatica | Acumatica Cloud ERP | ERP Financial | 2022 |
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Professional Services | 40 | $5M | United States | Acumatica | Acumatica Cloud ERP | ERP Financial | 2020 |
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Utilities | 90 | $86M | United States | Acumatica | Acumatica Cloud ERP | ERP Financial | 2023 |
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Healthcare | 100 | $10M | Canada | Acumatica | Acumatica Cloud ERP | ERP Financial | 2021 |
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Life Sciences | 52 | $24M | United States | Acumatica | Acumatica Cloud ERP - Customer Management | CRM | 2022 |
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Life Sciences | 52 | $24M | United States | Acumatica | Acumatica Cloud ERP Advanced Expense Management | Expense Management | 2022 |
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Manufacturing | 100 | $10M | United States | Sage | Sage Business Cloud X3 (ex Sage ERP X3) | ERP Financial | 2014 |
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Buyer Intent: Companies Evaluating NexTec Group Services
- Global Payments, a United States based Professional Services organization with 26000 Employees
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