Client Testimonial: Cathey Pangborn, Palmer Donavin

Cathey Pangborn Photo

Needs Analysis

I recently became an employee with Palmer Donavin after consulting for them as a Project Manager for close to 5 years. One of my first projects in my new role was to assist with finding a new ERP. I found ERP Advisors Group through research and referral from a colleague in my previous life as a consultant. It was nice when I heard their name come up several different times.

I liked EAG from the get-go. As an ESOP, or employee-owned company, we wanted a personal, more intimate project involvement and I knew ERP Advisors Group could provide that for us. That was one of the many reasons we went with EAG.

It was obvious to me early in the interview process that EAG was my choice. I knew that we wouldn’t be just another name in their pipeline. We were confident that we would get the attention and personal touch we were looking for with this project. In addition, the reference checks we did reinforced that we were making the correct decision.

Quentin worked on our project, and he was amazing. He impressed everyone he met starting with our executives and ending with our subject matter experts. Quentin and Grant came on-site and did the interviews, and they optimized every single minute of those meetings and interviews. I thought their presentation was spot on, and the follow-up documentation was well-organized and has been very helpful. I’ve already re-purposed several of the slide presentations for our internal use to inform all levels of our company on the progress of our ERP journey.

We had a wonderful experience with the needs analysis. I loved Quentin’s style of leading conversations with questions. The way he drew so much information out even when we dealt with challenging subjects was impressive. He was able to steer conversations well, get the needed information, and summarize it quickly so there were only facts collected. I thought he also did a wonderful job managing the crowd because we sometimes had a lot of people involved. Overall, Grant and Quentin did an outstanding job.

I definitely would recommend ERP Advisors Group to someone looking for this type of help.

Selection

We did a lot of research before our selection and went through several reference checks in addition to the recommended ones. We were presented with the best solutions that fit our needs, and a lot of that is because EAG understood our requirements and our needs and made sure those matched.

I didn't anticipate the volume of tasks and things that would be required to really complete an effective selection. Quentin and Carly did an amazing job of fishing through and weaning out the important information for our team to focus on. Even where we are now, as we prepare for the kickoff, I'm going back and still pulling information from our search document. I found that extremely helpful from an organizational standpoint. It allowed us to focus on functionality and finding the right product instead of all the administrative aspects.

We got better terms and conditions with EAG’s help. We have a lot of resources in our organization that have gone through this process. They would give us ideas, and Quentin and Carly would help navigate them to deliver those expectations to the vendor. They were so instrumental in the negotiations. We knew to ask a lot of questions, but there were questions that they thought of that we just probably wouldn't have. They really assisted us with getting the best contract that fit all our needs.

The process from start to finish was very efficient. When Quentin came on-site to do the data collection, he was engaged with our staff and pulled out the necessary details. He was a wealth of knowledge, and that was an art form in my eyes.

I really appreciated EAG’s flexibility. A lot of times you'll team up with a partner and their methodology is very regimented. We needed just a little bit more flexibility for us to truly be comfortable with the decision in the next step. EAG was very accommodating in that fashion, you could see they were on our side. They were doing what was best for Palmer Donavin and what our needs were, making us think as open-minded as possible. EAG’s experience shone through and made sure that we got the right fit.

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