Company Highlights

Location
Headquarters in Newburyport, MA;
manufacturing, distribution, and retail
in Gloucester, MA, retail in Boston, MA
Industries
Manufacturing, Wholesale Distribution, Cannabis, Retail
System Replaced
QuickBooks
Country
USA
Number of Employees
100-250
Revenue
$10M-$50M
Product Used
Manufacturing
Application Used
Inventory Control, Order Management, CRM, MRP, QuantumLeaf Cannabis Software
Sub-Industry
Cannabis Manufacturing, Distribution, and Retail

50

spreadsheets eliminated

1 view

provides true costs

real-time

connection with METRC and other state-mandated compliance and reporting systems

Challenges

Boston, MA Cannabis company Happy Valley struggled to use QuickBooks and disconnected systems, including spreadsheets, which it used to track inventory, production, and financial transactions. This siloed approach caused inefficiencies, manual errors, and limited visibility into its true costs. QuickBooks lacked the functionality to track inventory, production and labour and material costs accurately. Compliance with cannabis regulations added another layer of complexity to its operations.

"We had 50 different Excel spreadsheets and none of them talked to each other."

Kai Earthsong, VP of Supply Chain Management

Happy Valley

ERP Solution

Happy Valley chose Acumatica for its flexibility, robust financial reporting, and ability to seamlessly connect to third-party applications. Unlike other solutions, Acumatica offered a customizable, cloud-based ERP platform with consumption-based pricing, avoiding costly per-user fees. Partnering with third party provider QuantumLeaf, Happy Valley gained specialized cannabis functionality including traceability, and seamless integration with METRC, its state-mandated compliance system.

"Acumatica’s cloud-based operations were very attractive, and its manufacturing module and inventory control functions have a lot of customization features and optionality."

Kai Earthsong, VP of Supply Chain Management

Happy Valley

Outcome

With Acumatica, Happy Valley streamlined operations, gained real-time financial visibility, and improved inventory management. The company automated manual processes and gained granular cost awareness that other cannabis companies rarely achieve. Happy Valley also gained seamless integration with METRC allowing the company to consistently comply with state regulations. Acumatica helped Happy Valley reduce costs, make data-driven decisions, and position itself for future growth, which includes creating new products and expanding its wholesale business.

"Being able to understand our costs, and being able to really integrate our supply chain management into operations has been huge. We’re not running out of packaging materials; we’re not running out of products."

Sean Corrigan, Vice President of Operations

Happy Valley

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