ERP Advisors Group (EAG) is one of the top independent enterprise software advisory firms for software companies.

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Aligning the disconnected processes between the customer relationship management software and the accounting software are among the typical challenges a software company hopes to overcome when choosing a new ERP.

While choosing the right software is key, choosing the right implementation partner can be the “make-or-break” point for a software firm implementation. Achieving the goal of an integrated source for all data related to the software firm’s customer, order, contract, billing, revenue recognition and account data relies on a tight integration between the CRM, configure price quote, revenue recognition, and billing software.

ERP Advisors Group will help you identify the correct software footprint that your company needs — or doesn’t need — while setting realistic expectations for the new application’s functionality.


ERP Help for Software Companies

ERP Advisors Group will help your software business define requirements, set your software strategy, provide a roadmap, conduct a diligent vendor selection process and manage the entire implementation.

Develop Your Software ERP Strategy

We will define your needs and wants as well as how you would ideally use new automated solutions across your software company, regardless of your software licensing model.

Select Your New Software

We will guide you through selecting the best-fit, most cost-effective business applications and implementation partners to best automate quoting, contracts, invoice presentation, collections, dunning, revenue recognition schedules, commissions and more.

Implementation Project Management

After finalizing your ERP software and services contracts, EAG stays with you to oversee your implementation until you successfully go live.  We will oversee integrations, data migration, change management, budgets, design and configuration, walkthroughs, training, testing, go-live cutover and will provide executive and project sponsor support throughout the duration of your project.

Data Migration

We assist with all components of data migration: extraction, cleansing, transformation and loading into your new system to ensure you have complete confidence in the accuracy of your data at go live.

Why Software Companies Upgrade Their ERP

Surveys across all of our software clients reveal the most common reasons why they need new ERP to automate their business:

  • Inability to create automated invoices, provide statements and recognize revenue.
  • Highly manual contract management process, requiring multiple points of data entry to set up contracts, put contracts on hold, update prices and cancel contracts.
  • Unable to pull reports to track acquisition performance, see revenue recognition, view billing, or contract overviews and details.
  • Does not support or automate bundled pricing, renewal terms and notifications, or contract terms for billing cycle.
  • Low confidence in accuracy of revenue recognition.
  • Revenue recognition requires time intensive manual intervention and variance investigations.
  • Invoicing is manual and time-consuming.
  • Creating and applying annual charges is a manual process that is time-consuming and subject to errors.
  • Manually generate contracts, invoices and emails for new customers purchasing software.
  • Unable to handle the demand for additional classification of data, automated spreadsheet creation and invoice presentation.
  • Does not have the bandwidth to support the continued addition of product lines and associated expenses to track product profitability.
  • Manual intervention for basic accounting processes such as revenue recognition, invoicing, inventory balances, bank reconciliation, and expense reporting creates unnecessary and time consuming work.
  • Weak integration between Sales, Billings, Commissions and Financials
  • As company continues to grow, data transfer among departments will become more complicated and difficult.
ERP Advisors Group has done an amazing job understanding the unique intricacies of our business and the related operational and accounting processes.  Combining this knowledge with their broad understanding of the numerous software platforms available in the market place, they have made a complicated selection process seem very simple.  





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Why You Should Hire ERP Advisors Group

We are 100% independent ERP consultants, and we never take commissions or payments from any vendors. Combining our objectivity with our white-glove selection process, you will be absolutely certain that you are selecting the right software and implementation resources.

"I feel that their team has our best interests in mind – at all times. I also appreciate the open dialogue and responsiveness to our needs. I have recommended ERP Advisors Group to other business associates, and I will continue to do so."

- Kelly Rainford, Körber Supply Chain Solutions


Our rapidly-growing software clients are already very busy with their day jobs and do not have time to become ERP experts.  Though your key people still have to devote some time to an ERP initiative, hiring an ERP consultant frees them up to make the important ERP decisions while staying focused on their day job.

Complex Business Processes

The more complex your business, the more likely for difficulty when selecting and implementing software.  ERP Advisors Group will help you uncover your true needs and will only vet the most viable options for your size, requirements, resources and strategy.



Best Practices for the Software Industry

We will create your requirements document and demonstration script with software industry best practices in mind while retaining what is unique to your company, leaving out the manual workarounds.


Change Management

Many clients hire us to help when they suspect they need a business case for new software.  ERP Advisors Group helps stakeholders buy into what is best for the company by getting their input at multiple stages throughout the Needs Analysis, Selection and Implementation.


Vendor Demonstrations

A frequent complaint we hear from prospects who tried to select software on their own is feeling confused about the software's capabilities.  We get vendors to show your requirements during their product demonstrations.  This ensures you feel confident about selecting the best products that can meet your needs.

Contract Negotiations

We negotiate tens millions of dollars of deals every year for our clients.  We provide contracts review on all terms and conditions, including software and services and every agreement embedded throughout the contract.  Our clients receive price protection for many years to come on their purchase.  While we don't guarantee it in writing, we normally save our fees on this step alone.


How to Know If You Need an ERP Upgrade - Free Download 


Benefits to Upgrading Your ERP Software

ERP Advisors Group's Needs Analysis will uncover the benefits your company would realize with an ERP upgrade.  Some of the most common benefits your software company will realize include:

  • Incorporate contracts storage with customer information for easy reference by any department.
  • Application solution is cloud based, scalable, with high confidence around security and organized data storage.
  • Allows for automated triggers to notify departments who are affected by changes to contract or MSA terms.
  • Key integrations with other software, banking, and data storage to provide a systematized, automated solution across departments.
  • Ease of use for core accounting and related functions.
  • Support emphasis of financial and reporting activities with a robust functionality, automated process and understanding of system logic and use.
  • One primary system to provide accurate inventory management.
  • Automated contract and license renewals.
  • Flexibility to accommodate deep product lines with bundled package pricing.
  • Scalable possibilities allowing for continued addition of new products and service lines without unnecessary complications.
  • High data visibility and drill down into detailed transactions.
  • Allow for advanced search capabilities and reporting on customers, devices, locations, total products and contract value.
  • Feature rich, detailed, and accurate reporting.
  • Improved stability when adding large customers with a high volume of transactions.
  • More easily adapt to new subscription and delivery models.
  • Recover revenue that sometimes does not get invoiced today.


We worked with ERP on both the selection and deployment of NetSuite. With a small Accounting department whose time was already fully utilized, we could never have attempted a system conversion without the detailed help of ERP and their Partners. They guided us every step of the way and lead the process day to day which was critical to our successful deployment.





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Software Industry ERP Vendors

ERP Advisors Group will help you not only define your requirements but more importantly, we will bake in the best practices for your software company into your Request for Information and Demonstration Script.

We conduct dozens of selections every year, equating to tens of millions of dollars in software and services sales.  With our deep knowledge of ERP specific to the software industry, we will help you find right the ERP for your company, AND the right professional services company to implement it. 

We regularly vet the top, most viable software industry-specific ERP systems.

Let’s Get Started

Contact us today to start the conversation.