Sample Brief

ERP migration: NetSuite vs Acumatica vs staying on Sage

A $40M industrial distributor at end-of-life on Sage, with a founder retiring and a new GM coming in

StandardIndustrial distribution · $40M · 2026-05-04

Methodology v1.0 · How a brief gets made

The question
We're a $40M industrial distributor running Sage 100 on-premises. Our founder is retiring at year end and a new GM starts in 60 days. Sage is at end of life, the integrations to our WMS and EDI are duct tape, and our controller wants the project moving before the GM lands. We've gotten demos from NetSuite and Acumatica. Both want a decision in 30 days. What do we do?
01

Context

You're running Sage 100 on-premises at $40M in revenue, in industrial distribution. The system works for accounting and basic order entry, but the integrations to your warehouse management and EDI are bespoke and brittle. Sage's mainstream support window is closing, so you're already paying for extended maintenance. Two things are happening at once. The founder retires at year end, and a new GM joins in 60 days. Your controller wants ERP momentum before the GM arrives, so the project doesn't stall while a new leader gets oriented. Two vendors, NetSuite and Acumatica, are pushing for a 30-day decision.

02

Options

OptionPathWhy pick itWhy not
A. AcumaticaCloud ERP, distribution edition, partner-led implementationNative distribution functions (lot tracking, kits, EDI), per-resource pricing scales with you, partners are abundant in the mid-marketYou're tied to a partner's quality more than a vendor brand; consumption pricing can surprise on growth
B. NetSuiteCloud ERP, SuiteSuccess for wholesale distributionStrongest brand, deep ecosystem, easier story for a future PE exitPer-user pricing punishes you at scale; customizations need SuiteScript developers; price creep at renewal is a known pattern
C. Stay on Sage 100, harden integrationsPatch the EDI / WMS bridges, extend Sage support, defer the migration two to three yearsCheapest in year one, no cutover risk during the GM transitionCompounds technical debt; the founder's retirement is a forcing function whether you accept it or not; talent gets harder to hire on Sage every year
03

Recommendation

Pick Acumatica, and sequence the cutover behind the new GM's first 100 days, not in front of them.

Two reasons. First, on the product: Acumatica's distribution edition fits a $40M industrial distributor better than NetSuite's general SuiteSuccess template. The lot-tracking, kit-build, and EDI tooling are first-class, not bolt-on. Per-resource pricing also keeps the bill predictable as you grow, where NetSuite's per-user model gets punitive past 50 seats. Acumatica partners in the mid-market are competent and competitive on price, which gives you negotiating room NetSuite won't match.

Second, on the timing: do not let the controller force a kickoff before the GM lands. New GMs spend 60 to 90 days learning the operation. An ERP project running underneath them during that window guarantees they inherit decisions they didn't make and quietly resent. Do the vendor selection now (sign with Acumatica in 45 days), but anchor the implementation kickoff to month four. Use the gap to clean master data and document the duct-taped WMS integrations. Both make the project go faster anyway.

04

Risks

RiskLikelihoodImpactMitigation
Implementation partner underdeliversMediumHighReference-check three partners with $25M to $75M distributors live; require fixed-fee phase one and a named project lead by title
Master data is dirtier than anyone admitsHighMediumSpend the GM's first 90 days on data cleanup, not on system config; budget 5 to 8% of project cost for it
EDI cutover breaks a top customerLowHighRun parallel for 60 days post-cutover for the top three EDI trading partners; don't go-live in Q4
New GM rejects the vendor pickMediumMediumBrief the GM during their first week, reopen the decision once if they push; don't pretend the decision is irreversible
Sage extended support ends mid-projectLowHighNegotiate a written 18-month Sage support extension before signing with Acumatica
05

Financials

Year-one all-in for Acumatica at this size lands between $280K and $450K. That's roughly $90K to $140K in annual subscription (50 to 75 users on Acumatica's resource-based pricing), $150K to $260K in implementation services from a regional partner, and $40K to $60K in infrastructure and integration work for the EDI and WMS bridges.

NetSuite at the same scope runs $340K to $540K year one, mostly because per-user pricing hits harder past 50 seats and SuiteSuccess implementation partners price at a premium.

Staying on Sage costs $40K to $80K annually in extended support and integration patches, but adds a defensible $200K to $400K of technical debt per year of delay. That's the bill the GM inherits if you defer.

Plan a three-year TCO of $650K to $900K for Acumatica. That number is what to defend to the board.

06

Implementation plan

  1. Selection close (next 45 days). Final vendor demos with three reference calls each. Sign with Acumatica. Negotiate an 18-month Sage support extension as a condition of signing.
  2. GM onboarding gap (months one through three). No system kickoff. Use the time to clean master data, document EDI flows, and let the new GM get their footing.
  3. Implementation kickoff (month four). Discovery and design with the partner. The GM is the executive sponsor by now, not a passenger.
  4. Build and configure (months five through eight). Phased build by module: financials, then distribution and inventory, then EDI.
  5. Cutover (month nine or ten, never Q4). Hard cutover with 60 days of parallel for top EDI partners.
  6. Stabilize and tune (months ten through twelve). Backlog burn, reporting cleanup, retire Sage.
07

Next steps

  • This week: tell both vendors a decision lands in 45 days, not 30. The 30-day pressure is sales theater. Hold the line.
  • This week: schedule three Acumatica partner reference calls with $25M to $75M industrial distributors live for at least two years.
  • Next week: brief the incoming GM on the project shape over a 30-minute call before they start. Tell them they have veto rights on the vendor pick once they're in seat. Most GMs won't use it. The ones who would were going to anyway.

Signed by the Heartwood team at Seven Roots Consulting.

Methodology v1.0 · Published 2026-05-04

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