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Is your business growing but struggling with outdated tools, systems, and processes?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 implementation

06:18 Big ERP players vs. smaller systems

07:43 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 ERP

15:53 Preparing data for ERP implementation

18:34 Data types to include in an ERP system

20:49 How far back should data go in an ERP system?

23:59 Connecting different data systems in an ERP

25:17 Common issues on the people side during ERP implementations

29:44 Preparing staff for ERP implementation 

32:16 Stories of successful and unsuccessful ERP implementations

36:27 Causes of scope creep in ERP projects

40:47 Actionable steps for starting the ERP process

Resources:
Allison Cummins, Founder and CEO, of Blue Outcomes
https://blueoutcomes.com/

LinkedIn:
https://www.linkedin.com/in/allisonecummins/

Email:
allison@blueoutcomes.com

Kathy 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/

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