From Spreadsheets to Real-Time Visibility: How Portacool Transformed Operations with Acumatica

Growth is exciting, but it can also expose weaknesses in the systems behind your business.

For Portacool, a manufacturer of portable evaporative cooling solutions, continued growth made it increasingly difficult to rely on a legacy ERP system, spreadsheets, and manual processes.

The company needed better visibility, more efficient processes, and a system capable of supporting its future.

When Legacy Systems Start Holding You Back

Portacool’s existing ERP handled basic financials, purchase orders, and sales orders, but many other processes required spreadsheets and manual work.

Data had to be exported and manipulated in Excel. Inventory counts were completed manually. Financial information was entered into a separate reporting system each month, and the company lacked dashboards that could provide real-time insights.

As the business grew, these disconnected processes created data silos, limited visibility, and consumed valuable employee time.

Portacool knew it needed a better way forward.

Why Portacool Chose Acumatica

Portacool selected Acumatica Manufacturing Edition to bring more of its operations together in one modern, cloud-based platform.

Acumatica offered the flexibility Portacool needed to support different manufacturing processes while connecting with third-party applications through its open API.

The company also gained access to features such as:

• Real-time inventory visibility

• Automated reporting

• Customizable dashboards

• Serial tracking

• Warehouse and inventory management

• Integrations with other business applications

Instead of piecing together information from multiple sources, employees could access the data they needed within a connected system.

The Results Speak for Themselves

After implementing Acumatica, Portacool saw significant improvements throughout its operations.

The company achieved:

86% faster month-end close

75% faster inventory counts

Elimination of manual data entry

Portacool also improved cash flow, streamlined operations, gained full inventory visibility, and connected seamlessly with third-party applications.

Most importantly, employees gained access to real-time information that allowed them to make better decisions and support the company’s continued growth.

A Better Foundation for Growth

Portacool’s story demonstrates an important lesson for growing manufacturers.

The processes that worked when your company was smaller may not be the processes that will take you to the next level.

Disconnected systems and manual work can become increasingly costly as your organization grows. A modern ERP platform like Acumatica can bring information together, automate repetitive processes, and give your team the visibility it needs to make confident decisions.

Is Your Business Ready for What’s Next?

At HOOPS, we help manufacturers implement Acumatica with a hands-on approach from start to finish.

We take the time to understand your existing processes, identify opportunities for improvement, guide implementation, train your team, and provide ongoing support after you go-live.

Because the right ERP system should do more than manage your business today. It should help prepare you for where you’re going next.