Category: ERP

We have been doing selection projects for 20 years and have fine-tuned the methodology over the years to be as efficient and effective as possible. But that was before Claude AI. We have now changed how we do it, not what we do. Improvements include: Maintain a requirements library across multiple industries. In the past, when working in Excel for a specific client, we did not concern ourselves whether another RFP contained a similar or the same requirement. Now, we need to merge these requirements and group them logically or the requirements library will become too big and cumbersome to […]

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When employees hear about a new ERP system, the first concern is often learning new software. While training is an important part of the journey, ERP implementations are really about improving how work gets done across the organization. The goal is not simply to replace existing technology, but to give employees better tools, better information, and more time to focus on higher-value work. Many organizations rely on spreadsheets, manual reconciliations, duplicate data entry, and disconnected systems to operate their business. Over time, these workarounds become part of daily operations and consume significant time and effort. As routine and manual activities […]

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Scheduling in field service always starts with good intentions. Somewhere, usually the night before, a clean, logical schedule exists. It has neat time slots, sensible travel paths, and a comforting sense of order. Then the day begins, and scheduling immediately reminds everyone that it has a personality of its own. On paper, scheduling looks like a math problem. In real life, it behaves more like a relationship. It is emotional. It is unpredictable. And it has a habit of going off-plan the moment you stop paying attention. The first misunderstanding usually happens around availability. A technician appears free on the […]

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Epicor Insights 2026 in Nashville was a great reminder that ERP is not just about software, workflows, dashboards, and project plans, although, as a Project Manager, I do believe a well-maintained project plan deserves its own standing ovation. Between the sessions, conversations, product updates, and Nashville energy, Insights gave me a chance to step away from the day-to-day world of timelines, trackers, and “just following up on this action item” emails and look at the bigger picture of where ERP is headed. And spoiler alert: the future is exciting. Also, it still needs clean data. ERP Is Getting Smarter, but […]

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There are many top 10 lists of ERP systems available but be careful what you ask or wish for. These lists are all biased in some way as they can’t possibly include the top 10 systems that are applicable to a specific organization. The top 10 systems should vary by industry, company size and geography. Industry Your needs will vary widely by industry. But even then, there are big differences for a particular industry such as manufacturing . For example, here is a list of different manufacturing types suggested by ChatGPT. Each of these will have different ERP requirements. Company […]

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I read an interesting article about problems with ERP Systems on May 28, 2025 which you can check out by clicking here. The article identifies the following 4 problems with ERP: System – system is missing functionality needed Setup – system ok but not setup properly Incomplete – system ok but not using it Business Practice – system ok but not using it well It’s important to classify the problem, as the solution is not always a new system. We take a similar approach when we do our business process reviews, where we interview employees to describe the business process […]

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Unfortunately, when it comes to ERP sunsets, they are not as beautiful as the sunsets you might see over a lake at the cottage like the one above. The big sunset story comes from Microsoft that announced in September 2024 that it will end support for Dynamics Great Plains (Dynamics GP) on September 30, 2029. Security patches will be available until April 30, 2031. It’s not time to panic if you have Dynamics GP, but it is time to consider your options. The truth is that sooner or later you will need to move to another solution. Those of us […]

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