How to pick the right ERP, with Allison Cummins

Comments? Suggestions? Text the show here! Is your business growing but struggling with outdated tools, systems, and processes? ERP systems can help streamline operations and boost efficiency. But, ERP, or Enterprise resource planning, is more than just adding new technology. It requires careful planning and proper change management. When is the right time to implement an ERP system in your business? How do you get started, and how do you help your team transition smoothly?In this episode, Allison Cummins and I discuss ERP implementation and why change management is a major part of it. She shares how growing businesses can benefit from ERP systems to streamline operations and how to ensure a smooth transition for your team.Allison is the Founder and CEO of Blue Outcomes, a boutique consulting firm that specializes in Project and Change Management. She is a trusted advisor for growing companies and is known for bringing transparency and accountability to business transformations. We discuss: (timestamps)03:28 When is the right time to consider an ERP system?05:04 Revenue size for ERP implementation06:18 Big ERP players vs. smaller systems07:43 The differences between major ERPs (SAP, NetSuite, Epicor, Microsoft Dynamics)09:49 Transitioning from smaller ERPs to larger ones 11:55 The cost of switching to an ERP15:53 Preparing data for ERP implementation18:34 Data types to include in an ERP system20:49 How far back should data go in an ERP system?23:59 Connecting different data systems in an ERP25:17 Common issues on the people side during ERP implementations29:44 Preparing staff for ERP implementation 32:16 Stories of successful and unsuccessful ERP implementations36:27 Causes of scope creep in ERP projects40:47 Actionable steps for starting the ERP processResources:Allison Cummins, Founder and CEO, of Blue Outcomeshttps://blueoutcomes.com/LinkedIn: https://www.linkedin.com/in/allisonecummins/Email: [email protected] Svetina, Fractional CFO:https://www.newcastlefinance.us/Blog post | How to Pick the Right ERP https://www.newcastlefinance.us/listen/how-to-pick-the-right-erp/Is your growth causing financial headaches? Sales up, but profits lagging? Financial practices stuck in entry level mode?Don't worry, it's not you—it's your financial setup.Introducing NextGen Finance Blueprint by NewCastle Finance. This CFO-led roadmap: • Brings fuzzy finances into focus • Gives you a clear money picture • Creates a step-by-step action planReady to level up? Visit newcastle.finance/blueprint