UPGRADE SPOTLIGHT
Get the most out of every COINS ERP+ Upgrade
Every COINS ERP+ release brings something new. New tools, smarter workflows, and reporting improvements that can change how your team works day to day. Whether you've already upgraded, have one on the calendar, or didn't realize a new version was out, Upgrade Spotlight helps you see exactly what's in it for you and makes sure everything is running the way it should.
Most teams get an upgrade installed and get back to business. That's understandable, because there's always a lot going on. But it usually means new features go unused, and minor issues can hide until they show up in a report or a payroll run. Upgrade Spotlight is a guided, module-by-module walkthrough backed by end-to-end testing, so you get the full value of your upgrade and have confidence in it.
What’s Included?
We offer full support in rolling out the new upgrade from validation (testing the current process) to discovery (new features and functionality).
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A module-by-module review of everything included in your upgrade
End-to-end testing across your system to confirm every upgrade change is working properly
Testing of core processes and transactions in each affected module (e.g., invoicing, billing, job costing, payroll)
Validation that reports (custom included), integrations, and data flows are accurate after the upgrade
Confirmation that new and existing functionality work together correctly before you rely on them day-to-day
Optional review of any custom pages or reports so they carry through the upgrade cleanly — a common gap since standard support doesn’t cover custom work
A review of your security setup to make sure new roles, functions, and permissions introduced by the upgrade are properly captured
A quick check that your critical day-to-day processes are running smoothly post-upgrade
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Live walkthroughs with your team, module by module
A clear read on which new features are actually worth adopting for your setup
A simple, prioritized list of what to turn on next - with full JRZ support of new functionality implementations
Is This For You?
Your company went live on COINS several releases ago and you want to leverage the newest technology
Your company focused on core functionality for your initial go-live and now want to begin your next phase of implementation
You upgraded in the last few months and haven't had time to explore what's new
Are considering an upgrade to the latest version in the coming months and want to gain productivity and have a positive user experience
You're planning an upgrade and want your team to walk in ready
You're not sure what version you're on or what the latest release includes
You have a feeling there's more value in your system than you're using right now
You want independent confirmation that everything is working correctly after your upgrade
We spend our days inside Access COINS ERP+. Our team brings extensive, hands-on experience across modules, which means we know how new features fit into real construction workflows, not just how they look in the release notes.
We approach every Spotlight the same way we approach all of our work, as part of your team. We take the time to understand how you operate, test against the processes that matter most to you, and give you straightforward recommendations based on what will actually help. The goal is simple. Your system should do everything it's capable of, and your team should feel confident using it.
Let’s talk - 20 minutes, no obligation.