ERP Resource Library

Explore our content to learn more about approaching an ERP initiative. Hear directly from our Managing Principal, consultants and clients about what to expect in a selection or implementation.

A Walkthrough of ERP System Implementation Phases

September 20, 2021
Embarking on the journey for the best ERP implementation requires a plan; it is no simple feat. The ...

How to Select an ERP System

September 16, 2021
Much like implementing an ERP system, selecting an ERP system is not for the faint of heart. When th...

ERP + Digital Transformation

September 07, 2021
There are many reasons companies implement ERP systems, but one of the biggest ones is to bring all ...

ERP and Sustainability

August 25, 2021
The topic of sustainability has risen in popularity over the years to where it seems everybody is ta...

Evaluating Infor for 2022 and Beyond

August 24, 2021
We are seeing a trend toward industry-specific and cloud-based ERP solutions — and Infor looks to be...

Your NetSuite Implementation Will Fail If You Don’t Do This

August 11, 2021
Taking the steps to start a NetSuite implementation can be tough, especially if you are afraid it wi...

Our Review of Microsoft Dynamics 365 Business Central

August 10, 2021
As a comprehensive cloud ERP solution for mid-sized companies, Microsoft Dynamics 365 Business Centr...

The Top 4 Ways to Avoid ERP Implementation Failure

August 07, 2021
Implementation failures are just a consequence of the industry we work in. We like to be involved an...

Adobe, Walmart Team Up on E-Commerce

August 05, 2021
Walmart and Adobe have recently banded together in a strategic partnership that appears to be target...

Tips for Upgrading from Microsoft Legacy ERPs

August 03, 2021
Are you still using Microsoft legacy software products in your organization? If the answer is yes, i...

Evaluating the Salesforce Acquisition of Slack

August 02, 2021
Image credit: salesforce.com On July 21, 2021, Salesforce completed its acquisition of Slack Technol...

Epicor Insights 2021 — Feedback and Future Outlook

July 27, 2021
A recent interview with Shawn Windle, Founder and Managing Principal of ERP Advisors Group, and Tech...

Acumatica Summit 2021 Feedback and Future Outlook

July 26, 2021
In a recent interview, ERP Advisors Group Founder and Managing Principal Shawn Windle offered insigh...

Legacy Software Review: IFS

July 21, 2021
It is our opinion that the management structure of IFS is a good one, and that they take good care o...

Legacy Software Review: Epicor

July 21, 2021
It seems that the opportunity for growth with Epicor cannot be denied. As we see it, Epicor is exper...

Legacy Software Review: Deltek

July 15, 2021
Rounding out our menu of legacy software reviews, we welcomed Jim O'Donnell of TechTarget to discuss...

The Best Microsoft Dynamics 365 Integrations

July 15, 2021
Planning your upgrade to Microsoft Dynamics 365 should include an idea of the integrations you need....

Client Testimonial: Brandon McNeil, Lightning eMotors

July 14, 2021
There were a number of challenges with our old software. The first was that we had outgrown it in te...

Client Testimonial: Rebecca Slattery, Controller at Pursuit Collection

July 12, 2021
We knew we needed a new software system because our previous system had been selected maybe ten year...

Phases of NetSuite Project Management

July 09, 2021
For those who want to better understand the various software options available through NetSuite, and...

Client Testimonial: John Laughlin, Director at Spectralink

July 06, 2021
Our CFO knew about ERP Advisors Group and said he’d worked with them before, so I said okay, fine. N...

Client Testimonial: Ryan Johansen, CFO at Producers Livestock

July 05, 2021
Before we reached out to ERP Advisors Group, we were using very antiquated software for our accounti...

How to Avoid a “NetSuite Nightmare”

July 02, 2021
If a NetSuite project goes wrong, the software often gets the blame. But a NetSuite implementation —...

Client Testimonial: Holger Durre, Deputy Fire Chief

July 01, 2021
The unique place that the fire service finds itself in is that we’re still too small of a market to ...

Client Testimonial: Sandi Garcia, Financial Planning Association

June 30, 2021
Before finding ERP Advisors Group, I was frustrated with our company’s software options. We had star...

Our Review of NetSuite for Construction Companies

June 29, 2021
We have worked with many construction companies, and we enjoy assisting them with their software sel...

Legacy Software Review: Sage

June 28, 2021
In this edition of The ERP Advisor, we review the options for existing Sage customers and provide a ...

Client Testimonial: Adam Birk, COO Vertikal Brands & Higdon Outdoors

June 16, 2021
We’re backed by a private equity firm that also owns a consulting firm. So just talking internally a...

Legacy Software Review: SAP

June 15, 2021
In this edition of The ERP Advisor, we review the options for existing SAP customers and provide a p...

Our Review of NetSuite for Food and Beverage Companies

June 02, 2021
NetSuite is a top choice for numerous types of businesses, providing solutions for many industries. ...

Legacy Software Review: Microsoft

May 28, 2021
In this edition of The ERP Advisor podcast, special guest Carly Shube joins us to explore the landsc...

Client Testimonial: Kevin Mann, CFO at Denver Rescue Mission

May 27, 2021
I’ve worked with ERP Advisors Group on two different projects and it’s been a good relationship and ...

How to Resolve Problems with NetSuite

May 21, 2021
NetSuite has applications and modules that work for numerous industries, and while it is a dominant ...

Legacy Software Review: Oracle PeopleSoft and JD Edwards

May 18, 2021
When an open-ended search reveals one of the top questions about a product to be “Is it still used?”...

The Top 5 ERP Selection Mistakes

May 17, 2021
In working with clients, we have seen a repeating pattern of mistakes that businesses tend to make w...

Legacy Software Review: Oracle E-Business Suite

April 29, 2021
When Oracle announced that it would be continuing support for E-Business Suite through the next deca...

Evaluating NetSuite for Manufacturing Companies

April 28, 2021
NetSuite rates well as a cloud ERP for manufacturers with foundational software that excels at manag...

Client Testimonial: Scott Lane, CIO at Beaver Street Fisheries

April 23, 2021
When we came to ERP Advisors Group, we were unique with our needs as we weren’t trying to solve any ...

Sunsetting Legacy Software with a Forecast for Cloud ERP

April 20, 2021
We are witnessing a major transformation in the ERP landscape: more and more vendors are sunsetting ...

NetSuite Accounting Software Feature Functionality

April 19, 2021
Whether you are a CFO looking to improve the effectiveness of your financial department, or a Contro...

Introduction to ERP for Nonprofits

April 07, 2021
Fundraising, donors, grants, endowment funds, budgets, audits…

5 Must-Have NetSuite Integrations

February 26, 2021
Exchanging information back and forth from your NetSuite instance to external software systems is a ...

Overview of Enterprise Accounting Software

February 19, 2021
Are you considering an upgrade to your current ERP application for your financials? In our overview ...

Alternative ERP Vendors to Watch in 2021

February 16, 2021
Part 1: The Lessons We Learned from 2020 Part 2: Our ERP Forecast for 2021 A Special Report on ERP T...

Our ERP Forecast for 2021

February 16, 2021
Part 1: The Lessons We Learned from 2020 A Special Report on ERP Trends for 2021: Part 2 of 3 Part 3...

Special Report on ERP Trends for 2021: Lessons Learned from 2020

February 15, 2021
A Special Report on ERP Trends for 2021: Part 1 of 3 Part 2: Our ERP Forecast for 2021 Part 3: Alter...

Construction ERP Software for 2021

January 19, 2021
Economic forecasts from esteemed organizations predict that the US construction industry will contra...

Budgeting Software for Nonprofits

January 15, 2021
Nonprofits play a vital role in providing aid to those who need it most. If you are running such an ...

NetSuite Software Overview

January 06, 2021
NetSuite software applications run the gamut from ERP and CRM solutions to email marketing and accou...

16 Tips for a Successful Go-Live

December 15, 2020
Is there a way to guarantee ERP implementation success? When it’s time to go live, there’s no turnin...

What the Epicor ERP 10.2.700 Update Could Mean for Manufacturers

December 11, 2020
According to Epicor, the release of Epicor ERP 10.2.700 will modernize the user experience for Epico...

Is the Big Bang Approach Right for Your ERP Implementation?

December 03, 2020
When you are ready to begin an ERP update, there are a lot of questions you may have about the imple...

How a Client-Side Project Manager Can Help

December 02, 2020
As you start the process of updating your ERP system, you should be prepared to have a strong projec...

6 Ways ERP Implementation Consultants Rescue Overworked Teams

November 26, 2020
Going into a project to update your ERP software, it might be easy to think that everything can be m...

Overview of ERP System Implementation Vendors

November 24, 2020
If you are planning to upgrade your ERP system, now is the time to look into possible vendors for yo...

Using an ERP Consultant for a Successful Implementation

November 18, 2020
ERP implementations aren’t naturally destined for failure. The key to success lies in finding someon...

Deltek News: Forced Upgrades from Vision to Vantagepoint?

November 17, 2020
When Deltek first introduced Vantagepoint to the ERP world in August 2018, it prompted questions and...

3 Tips for Your Implementation of an ERP System

November 06, 2020
As you get ready to start your implementation of an ERP system, you may have your project plan worke...

How to Create an ERP System Implementation Project Plan

November 05, 2020
Your organization has decided on a major software update and you undoubtedly have many questions. Do...

ERP Implementation Best Practices

October 23, 2020
When your company is ready to make the change and begin the process to update your software, followi...

Our ERP Implementation Methodology

October 21, 2020
At ERP Advisors Group, our ERP implementation methodology is designed to help you with every phase o...

Quick-Start Steps for ERP Implementation

October 20, 2020
Once you have decided to embark on a major software update, it is important to know these quick-star...

ERP Systems Security and the Prevention of Cyber Attacks

October 19, 2020
Considering how much is at stake in enterprise systems — from financials and trade secrets to custom...

Creating an ERP Implementation Plan

October 13, 2020
Your company has made the decision to update software, but where do you begin? Creating an ERP imple...

Agriculture Case Study: National Livestock

October 09, 2020
At ERP Advisors Group, we specialize in finding and implementing ERP solutions that can consolidate ...

Understanding ERP Implementation Phases

October 09, 2020
A vital first step to updating your company’s software is understanding ERP implementation phases. W...

How We Define ERP Implementation Success

October 08, 2020
If you are about to embark on an enterprise software project for your company, first and foremost on...

Lessons from the Most Expensive ERP Implementation Failures

October 07, 2020
When you’re ready to implement a new software system, the last thing you want to do is emulate the m...

How to Avoid an ERP Implementation Failure

September 17, 2020
There are a lot of stories about famous ERP implementation failures. There is a lot less information...

The Most Important ERP Software Selection Criteria

September 03, 2020
Selecting the right ERP should never be mystical or accidental. There is an exact methodology for ER...

Questions to Ask an ERP Software Consultant

August 28, 2020
Do you know what questions to ask an ERP software consultant? We have fielded hundreds of calls from...

Why Should You Hire an ERP Selection Consultant?

August 27, 2020
If your company is in the market for an ERP platform, you have probably heard the horror stories: co...

Vetting Software Solutions in an ERP Selection

August 24, 2020
With so many vendors and platforms to choose from, you need a fail-safe formula for evaluating which...

Picking the Right Software Solutions During Your ERP Selection

August 18, 2020
When you embark on your ERP selection process, following expert advice can help you select the right...

RFP is code for "Request for *&@*!"

August 12, 2020
A request for proposal.… If you are like us, when you see one of those come across your desk or into...

Internal Control Over Financial Reporting With ERP

July 24, 2020
How can you provide in-compliance, accurate and timely reporting for financials? In this episode of ...

Building Enterprise Value with Your ERP Strategy

July 22, 2020
Enterprise Resource Planning software can deliver tremendous value to your organization. Yes, an ERP...

Government Case Study: City of Omaha Parking

June 19, 2020
Problem: The Parking Authority within the City of Omaha was using legacy software to track revenue f...

How to Find the Best CRM in 2021

June 18, 2020
It has never been more important to properly care for and nurture customer relationships. Customer R...

Food & Beverage Case Study: Central Seaway

June 18, 2020
ERP Advisors Group can help you optimize or upgrade your current ERP system so you can receive the f...

Public Safety Case Study: South Metro Fire Rescue

June 15, 2020
The ERP implementation process is often the most daunting and challenging part of the process. We ca...

Technology Case Study: Coalfire Systems

June 12, 2020
Defining your software needs as an organization and setting clearly defined goals and objectives wil...

Technology Case Study: Cologix

June 12, 2020
Once you are certain of your needs for a new ERP, it is time to start the selection process. Using o...

Optimizing ERP for Supply Chain Disruption

May 21, 2020
Disruptions in supply chains, whether localized or widespread, are almost inevitable at some point i...

Shopify just became Canada's most valuable company. What does this mean for SMBs?

May 18, 2020
On Wednesday, May 6th, 2020, Shopify became Canada's most valuable public company when it ended the ...

ERP for E-commerce

May 11, 2020
A surprising number of businesses and organizations have relied on in-person interactions to stay vi...

How Cloud ERP Can Help With Business Continuity

April 30, 2020
In many different crisis scenarios, enterprise software has played a vital role in maintaining busin...

Koch Industries Acquired Infor. Here’s Our Analysis.

April 21, 2020
This is good news for existing Infor customers because it takes the public market pressures off of I...

The Role of Blockchain in ERP: Beyond Cryptocurrency

April 03, 2020
If you have any knowledge or familiarity with ERP selection or ERP implementation for your business,...

Data Hygiene Best Practices

March 11, 2020
You don’t have to be a rocket scientist to understand that having a wrong phone number for a person ...

Don’t Let Data Migration Become Your ERP Roadblock

March 09, 2020
Data Migration can terrify even the most seasoned implementation consultants. Examining some of most...

Five Post-Go-Live Tips for Your ERP Implementation

January 13, 2020
After months of planning, your ERP system is up and running. Congratulations! But keep in mind that ...

ERP Trends and Predictions: Is 2020 the year SMBs invade ERP?

January 08, 2020
If there was a theme for 2019, it was the year cloud-based ERP finally arrived. No longer a novelty,...

AI Has Crept Into ERP. Are You Ready?

December 23, 2019
We have been hearing a lot about artificial intelligence in ERP recently, and it is more than a buzz...

Cybersecurity and ERP: What You Need to Know

November 08, 2019
When it comes to cybersecurity breaches, most companies think it won’t happen to them. But would you...

Can On-Premise and Cloud-Based Systems Coexist?

October 07, 2019
These days, most vendors offer the ability to deploy their ERP system in the cloud, but that doesn’t...

Organizational Change Management and its Impact On ERP Success

September 04, 2019
Techopedia defines Organizational Change Management as “a framework structure around the changing ne...

How Manufacturing Is Benefitting from Modern ERP

July 29, 2019
Here is a reality about manufacturing: there are separate-but-connected processes all under one oper...

Client Testimonial: Craig Jack, KONG

May 22, 2019
Hi I'm Craig Jack and I work at the Kong company.  We manufacture the world's best dog toys so hopef...

You Need a Business Strategy to Choose the Right ERP

April 19, 2019
Enterprise Resource Planning (ERP) software can create ongoing value for businesses. Part of the tri...

Configure Price Quote Software – An ERP Advisor’s Perspective

March 28, 2019
As ERP consultants, we are experienced in all types of software relating to automating the revenue c...

Tax Cuts Fund a Trend in ERP Spending

March 11, 2019
It’s been a while since Congress passed the big corporate tax cut for businesses in late 2017. While...

Writing an RFP for an ERP Project? Avoid These 5 Stumbling Blocks

January 24, 2019
Writing a request for proposal for an ERP project is not for the faint of heart. Even experienced IT...

A Business Case for an ERP System Upgrade

January 09, 2019
Maybe your platform is long overdue for an upgrade, but you can’t just go forward— there are costs a...

Expert Interview Series: Shawn Windle, Founder

December 27, 2018
I'm Shawn Windle with ERP Advisors Group. I'm the Founder and Managing Principal of the firm and wha...

Dos and Don’ts for the ERP Selection Process

December 19, 2018
Navigating the steps of an ERP implementation is not easy — but it starts with making sure you selec...

Why Companies Don't Choose the Best ERP Software

December 06, 2018
The right ERP platform can transform your business, giving you actionable intelligence, helping you ...

Client Testimonial: Adam Clapp, CFO Bron Tapes

November 07, 2018
Adam Clapp is the Chief Financial Officer for Bron Tapes, a distributor of industrial adhesives that...

Client Testimonial: Bud Price, IT Director at Brown Strauss Steel

October 24, 2018
Bud Price is the IT Director at Brown Strauss, a distributor of structural steel — including everyth...

Automating the Revenue Cycle in Accounting

October 10, 2018
Excel is the world’s top accounting system, but spreadsheets can be burdensome to accountants and fi...

Omnichannel for Wholesale Distributors and Manufacturers

September 19, 2018
Wholesale Distribution and Manufacturing businesses work with tangible products. The business buys r...

Client Testimonial: Karl Nicholls, CFO

August 01, 2018
“I’m very happy to refer people to ERP Advisors Group. I really appreciate their integrity, and the ...

How to Avoid Records Management System Failure

July 25, 2018
Records management systems are used by public safety agencies such as fire, police, and other groups...

Managing Your New ERP System

July 11, 2018
By the time most businesses reach the finish line of an ERP project, they begin to suffer from what ...

Client Testimonial: Dillon Miskimins, CFO

June 14, 2018
My name's Dillon Miskimins. I'm the Chief Financial Officer for South Metro Fire Rescue which is a f...

Understanding the ERP Selection Process

June 06, 2018
In this article, we will outline the entire ERP selection process, laying to rest unnecessary compli...

Client Testimonial: Angela Schreffler, Vice President

May 30, 2018
My name is Angela Schreffler and I am the Vice President at Colorado Nonprofit Development Center. C...

How to Identify the Right RMS for your Fire Department

May 16, 2018
In another article, we discussed 7 benefits when fire departments replace an outdated RMS with more ...

7 Benefits for Fire Departments Replacing an RMS

May 09, 2018
Fire departments have been required to track records around patient care, fire incidents, and person...

M&A: Post-Purchase ERP Workarounds

March 28, 2018
Most acquiring businesses do not fully evaluate their target’s business applications before they mak...

M&A: Ask the Right Questions about Existing ERP Solutions

March 21, 2018
Investment bankers — and any acquiring company, for that matter — will spend a lot of time on financ...

Client Testimonial: Aaron Peavey, Rocky Mountain Fire

March 14, 2018
Meet Aaron Peavey My name's Aaron Peavey and I'm the Training Division Chief for Rocky Mountain Fire...

Client Testimonial: John Willson, Louisville Fire

February 28, 2018
John Willson is the Fire Chief for the Louisville Fire Protection District in Colorado.

Client Testimonial: Chris Carpenter, Director of IT

February 15, 2018
Hi, I'm Christopher Carpenter and I work for Epilog Laser. We are a global leader in the laser engra...

Introduction to Enterprise Performance Management Tools

February 06, 2018
To get the most out of ERP software applications, businesses should utilize as much of the software ...

What is ERP?

January 31, 2018
ERP is short for Enterprise Resource Planning: software that helps businesses, organizations, and en...

Expert Interview Series: Derek Hitchman, SCS Cloud

January 24, 2018
Meet Derek I'm Derek Hitchman and I am the CEO of SCS Cloud. We are a Netsuite and Salesforce soluti...

Expert Interview Series: Quentin DeWitt, EAG Consultant

January 05, 2018
Meet Quentin My name is Quentin DeWitt. I'm the consulting manager here at ERP Advisors Group. I wor...

Three Tips for Successfully Selecting an ERP

December 22, 2017
In this video, Shawn Windle, the Founder and Managing Principal of ERP Advisors Group, discusses som...

Why You Should (or Shouldn't) Upgrade Your ERP System

November 08, 2017
Upgrading an ERP system is an extraordinary undertaking. Contrary to conventional thinking, we don't...

Client Testimonial: Lew Visscher, CFO

October 27, 2017
Lew Visscher is the CFO for Catalyst Repository Systems in Denver, Colorado. He is also the founder ...

Why ERP Implementations Fail

October 12, 2017
We discussed the 5 biggest ERP implementation pitfalls that occur during an ERP software application...

The 5 Biggest ERP Implementation Pitfalls

October 04, 2017
One of the things we typically don’t like to discuss is failure: we prefer to focus on how we can ma...

What is Professional Services Automation?

August 30, 2017
Professional service organizations are different than many other organizations, especially when it c...

What To Do When You Outgrow Your Accounting Software

August 15, 2017
Many circumstances lead companies to the make the ultimate decision to depart from their existing ac...

How HR Software Can Improve Employee Morale

August 02, 2017
Learn the elements of a strong, core HR software solution and the advanced modules that can expand i...

HR Software and the Benefits to Your Organization

July 28, 2017
In our most recent edition of The ERP Advisor Monthly Conference Call, we uncovered the secrets of g...

How Reporting & Analytics Tools Unlock an ERP’s Potential

June 28, 2017
Improved reporting and visibility are the main reasons businesses decide to select and implement an ...

Is the Cloud a Viable Solution for Accounting Systems?

June 09, 2017
We help businesses select and implement enterprise applications such as accounting software that mee...

Profitability Reporting Strategies for Professional Services

May 11, 2017
Improving reporting and more specifically, profitability can be less than straightforward for profes...

The Magic of ERP Consulting

April 18, 2017
Why bother hiring a consultant? After all, no one really knows your business better than you and you...

Does Your Company Have Software Growing Pains?

December 15, 2016
If your mid-market company has outgrown its financials software, you are probably relying heavily on...

NetSuite’s POS Beats Industry-Specific POS Vendors

December 15, 2016
The Problem: No POS Integration When ERP Advisors Group was recently engaged to advise a mid-market ...

Oracle buying NetSuite: What It Means and What to Expect

December 15, 2016
I was on an industry analyst call just yesterday and the question came up if NetSuite was going to b...

On-Premise Software is Not Dead

December 15, 2016
Let’s face it, everywhere you look, you see promotions to move your software to cloud solutions. The...

Check Your Rearview Mirror for Business Blind Spots

December 15, 2016
Do you know what areas of your business are at risk if one of your “good people” were to leave? We h...

The Hidden Pain of Spreadsheets

December 15, 2016
You might not realize the pain your organization has — because it’s hidden in your spreadsheets. Aft...