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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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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Thermal Energy Corporation | Utilities | 90 | $86M | United States | Acumatica | Acumatica Cloud ERP | ERP Financial | 2023 |
In 2023, Thermal Energy Corporation deployed Acumatica Cloud ERP as its ERP Financial platform, engaging NexTec Group for the implementation. The deployment targeted the companys Houston, Texas operations in the energy distribution sector and used an on-premise deployment option to provide the necessary flexibility for site-level control and regulatory requirements.
Configuration emphasized core ERP Financial capabilities, centering on month-end financial reporting and accounts payable workflows consistent with the companys finance needs. The implementation introduced automated vendor retainage processing and consolidated all-in-one financial functionality to reduce licensing complexity and simplify system administration for a 90 employee organization.
Governance and rollout focused on centralizing finance and accounting close activities under Acumatica Cloud ERP with NexTec Group supporting configuration and go-live processes. Outcomes reported by the controller include a 90% reduction in time to produce monthly financial statements and recurring monthly hours saved processing vendor retainage, and the all-in-one model reduced licensing and administrative overhead. Controller Jared Schneider said Ive got time in the day to think strategically, take on special projects, and tackle long-range planning tasks, in short Im able to focus on strategy instead of transactions, its hard to put a price on that.
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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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Distribution | 20 | $3M | United States | Acumatica | Acumatica Cloud ERP | ERP Financial | 2022 |
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Manufacturing | 190 | $26M | United States | Acumatica | Acumatica Cloud ERP | ERP Financial | 2022 |
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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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Healthcare | 100 | $10M | Canada | Acumatica | Acumatica Cloud ERP | ERP Financial | 2021 |
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Professional Services | 40 | $5M | United States | Acumatica | Acumatica Cloud ERP | ERP Financial | 2020 |
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Consumer Packaged Goods | 350 | $100M | United States | Sage | Sage Business Cloud X3 (ex Sage ERP X3) | ERP Financial | 2015 |
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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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