IOC Construction (Batavia, IL)

Headquarters
Apps Replaced
- Challenges
- Solution
- Outcome
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Challenges
- Fragmented Systems & Data Chaos
- Operated four disconnected QuickBooks instances and relied on Salesforce for reconciliation
- Intercompany transactions were error-prone and nearly impossible to track
- Credit card expenses and receipts were manually stored in folders, leading to lost data and inaccurate job costing
- Manual Workflows & Paper-Based Processes
- Managed 150+ active projects using physical folders passed between departments
- Six employees manually entered data across platforms, with frequent mismatches
- Lack of user controls in QuickBooks allowed uncontrolled edits and inconsistent data
- Limited Visibility & Financial Insight
- Executives lacked clarity on margins, conversion rates, and customer profitability analysis
- Performance tracking and forecasting were unreliable due to inconsistent data
- Salesforce was used for gross income tracking, despite poor integration and high cost
- Scalability Constraints & Growth Bottlenecks
- QuickBooks couldn’t support consolidated operations or remote access
- Hiring remote employees and managing projects across locations was difficult
- The company needed a unified platform to support future expansion
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Solution
Acumatica Advanced Construction Edition IOC selected Acumatica for its construction-specific functionality, seamless intercompany accounting, and unified CRM, financials, and project management. The platform replaced four QuickBooks instances and eliminated Salesforce dependency. IOC attended Acumatica Summit pre-implementation, gaining clarity and confidence in the system’s roadmap and third-party integrations.
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Outcome
- Unified Platform & Real-Time Visibility
- Consolidated four entities into one system with permission-based access
- Executives now track margins, conversion rates, and performance metrics instantly
- All departments—from sales to field service—access the same data, improving collaboration
- Automated Workflows & Productivity Gains
- Eliminated manual data entry and paper-based project tracking
- Automated expense alerts, invoice reminders, and customer updates
- Freed up staff time for higher-value tasks and improved operational efficiency
- Scalable Infrastructure for Growth
- Cloud-based access enabled remote work and hiring across geographies
- Acumatica supports future expansion without major tech investments
- Third-party integrations like SendGrid enhanced marketing and transactional communications
- Improved Customer Experience & Financial Control
- Clients receive timely updates and accurate project status
- AIA invoicing and construction workflows improved billing accuracy
- IOC now delivers consistent communication and on-budget execution backed by reliable data
- Unified Platform & Real-Time Visibility
Real Results, Real Businesses, Real Impact
Don’t just take our word for it—hear how teams like yours are scaling faster, working smarter, and transforming operations with Acumatica and Premier Tech. These stories speak volumes.
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"Partnering with PTP was one of the best decisions we made. Their ERP solution streamlined our processes, saving us time and money. The team was professional, knowledgeable, and supportive throughout the implementation."
John D.
Operations Manager
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"PTP helped us integrate a CRM system that completely transformed how we interact with our customers. Our sales team is now more efficient and our customer satisfaction rates have soared."
Sarah L.
Sales Director
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"We were struggling with managing our IT infrastructure until we found PTP. Their managed cloud services have given us peace of mind and allowed us to focus on growing our business."
Emily R.
CEO
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"The team at PTP is simply amazing. Their in-depth knowledge of business intelligence and analytics has helped us make data-driven decisions and improve our overall performance."Mike T.
CFO
