Customer Success Story: D&A

Overview

D&A is a value-added reseller (VAR) focused on engineering and construction firms using Acumatica. To better support project-driven clients, D&A partnered with ProjectManager, a cloud-based project and portfolio management tool with a native Acumatica integration. The result: clients gain visibility and control over their projects, while D&A is able to close more deals, increase deal amounts, and deliver long-term value.

Key challenges for clients

Disconnect between their project management software and ERP

Double data entry across systems, data silos and reporting headaches

ProjectManager’s solutions for clients

Projects, tasks, customers, resources, and actuals flow automatically between Acumatica and ProjectManager

Teams stay on top of key project metrics from one integrated solution

Standout features

Gantt charts
Resource management
Timesheets
Mobile app

Location
Ottawa, Ontario

Website
da.ca

Industry
Software Development

Size
11 – 50 employees

Why ProjectManager

Most organizations need both an ERP and a project management software to cover everything. ProjectManager integrates directly into Acumatica, eliminating double entry, data silos and reporting headaches.

ProjectManager enables:

Visual Planning with Gantt & Dashboards: Plan, track, and present timelines, tasks, and dependencies with the clarity project teams need.
Bi-Directional Sync Between Systems: Projects, tasks, customers, resources, and actuals flow automatically between Acumatica and ProjectManager, keeping both systems aligned and accurate.
Resource Allocation & Workload Views: Manage team availability and assignments across field and office roles—critical for engineering and construction firms.
Real-Time Project Visibility Inside Acumatica: Executives and finance leaders can see project status, progress, and variances—without leaving Acumatica.
Live Tracking of Cost, Time & Scope: Teams stay on top of key project metrics from one integrated solution—ensuring accountability and control at every level.

Jean-Michel Lubert had this to say about ProjectManager’s partnership approach, “The team is amazing – fast, collaborative, and aligned with how we work. It makes all the difference.”

How ProjectManager Supports D&A’s Sales Motion

Lubert elaborated about ProjectManager’s partnership program, “They’re not just pushing a product. The ProjectManager team makes sure our clients feel confident and supported across both platforms.” D&A has integrated ProjectManager into three key phases of the client journey:

Sales & Discovery: Including ProjectManager in demos helps DA stand out when clients ask for visual planning or resource management features.
Onboarding & Implementation: The ProjectManager team works closely with DA to ensure implementation is smooth and aligned with client needs.
Expansion for Existing Clients: For Acumatica clients who grow into more complex project needs, ProjectManager is a natural, integrated add-on.

D&A has already closed new business by including ProjectManager early in the sales process and helped existing clients grow into more advanced project management. As a reseller, D&A also benefits from commissions on ProjectManager licenses, adding value to both the client relationship and their bottom line.

Follow D&A’s lead and put ProjectManager to work in your business. Start a free trial or contact [email protected] to learn more about our software or our VAR partnership program.