Key Lessons from ERP Case Studies

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Summary

Key lessons from ERP case studies reveal that implementing an Enterprise Resource Planning (ERP) system is a complex business transformation, not just a software upgrade. These real-world stories highlight the importance of thorough planning, stakeholder engagement, and aligning technology with business goals to avoid costly pitfalls.

  • Plan thoroughly: Take time to map out current workflows, set clear objectives, and build a timeline that allows for testing and troubleshooting before going live.
  • Engage stakeholders: Involve cross-functional teams and keep communication open to ensure the system meets the needs of different departments and users.
  • Prioritize future needs: Configure your ERP with flexibility in mind so you can easily adapt and scale as your business evolves, avoiding rigid processes that limit automation and growth.
Summarized by AI based on LinkedIn member posts
  • View profile for Paul Meredith

    I build start-up and scale-up fintechs. I help fintech CEOs deliver annual revenue growth of £15m+, by leading and optimising the change and delivery function

    12,852 followers

    The biggest businesses can get major programmes horribly wrong. Here are 4 famous examples, the fundamental reasons for failure and how that might have been avoided. Hershey: Sought to replace its legacy IT systems with a more powerful ERP system. However, due to a rushed timeline and inadequate testing, the implementation encountered severe issues. Orders worth over $100 million were not fulfilled. Quarterly revenues fell by 19% and the share price by 8% Key Failures: ❌ Rushed implementation without sufficient testing ❌ Lack of clear goals for the transition ❌ Inadequate attention and resource allocation Hewlett Packard: Wanted to consolidate its IT systems into one ERP. They planned to migrate to SAP, expecting any issues to be resolved within 3 weeks. However, due to the lack of configuration between the new ERP and the old systems, 20% of customer orders were not fulfilled. Insufficient investment in change management and the absence of manual workarounds added to the problems. This entire project cost HP an estimated $160 million in lost revenue and delayed orders. Key Failures: ❌ Failure to address potential migration complications. ❌ Lack of interim solutions and supply chain management strategies. ❌ Inadequate change management planning. Miller Coors: Spent almost $100 million on an ERP implementation to streamline procurement, accounting, and supply chain operations. There were significant delays, leading to the termination of the implementation partner and subsequent legal action. Mistakes included insufficient research on ERP options, choosing an inexperienced implementation partner, and the absence of capable in-house advisers overseeing the project. Key Failures: ❌ Inadequate research and evaluation of ERP options. ❌ Selection of an inexperienced implementation partner. ❌ Lack of in-house expertise and oversight. Revlon: Another ERP implementation disaster. Inadequate planning and testing disrupted production and caused delays in fulfilling customer orders across 22 countries. The consequences included a loss of over $64 million in unshipped orders, a 6.9% drop in share price, and investor lawsuits for financial damages. Key Failures: ❌ Insufficient planning and testing of the ERP system. ❌ Lack of robust backup solutions. ❌ Absence of a comprehensive change management strategy. Lessons to be learned: ✅ Thoroughly test and evaluate new software before deployment. ✅ Establish robust backup solutions to address unforeseen challenges. ✅ Design and implement a comprehensive change management strategy during the transition to new tools and solutions. ✅ Ensure sufficient in-house expertise is available; consider capacity of those people as well as their expertise ✅ Plan as much as is practical and sensible ✅ Don’t try to do too much too quickly with too few people ✅ Don’t expect ERP implementation to be straightforward; it rarely is

  • View profile for Adileh Mountain

    I help CFOs, COOs, and VPs of Ops at mid-market construction companies ($50M–$500M) build operations that keep up with their growth, including AI where it actually counts | $9.5B+ Projects Delivered | Ex-Deloitte

    2,260 followers

    Your ERP Went Live On Time and On Budget. You Still Failed. I managed a $30M ERP that went live two years ago.  On schedule, all modules deployed, smooth go-live.  Real project. Real client. Real outcome. But what I learned next changed how I approach ERP projects. Part of the original business case was to create touchless processes. Upon assessment... 👉 Zero processes can go touchless.  Every workflow requires human interaction because of how we configured it. Wait, what? During implementation, we custom-configured everything.  Workflows matched exactly how they operated before.  Every approval manually routed.  Every validation human-verified. What they asked for. What we delivered. Project success. Two years later: They're locked in. The modules that could automate workflows cannot be used.  The touchless capabilities they're paying for were configured out of reach.  The business case ROI is impossible to reach without expensive reconfiguration or 3rd party bolt-ons. Over-configuration creates technical debt.  Systems become brittle.  Customizations add dependencies.  Rigid workflows create constraints. Here's the thing...  We told the client replicating old processes would have consequences.  But they didn't understand what that meant for future automation. Project success and business value are different things. Ramco Systems reports 41% of ERPs under-deliver on value even when hitting milestones.  Gartner says over 70% never reach business case goals. For me, this experience changed everything. I promised myself I'd never let another client end up locked out of their own system. Now I watch for one thing during requirements gathering: When every stakeholder wants the new system to work "exactly like we do it now."... That's when I know they're about to pay for capabilities they'll never use. The workflows they're hardcoding will block future automation. The custom validations are going to break when they scale to new project types. When a client can't use capabilities they're paying for, we as consultants have failed their business. Are you configuring for today or building for tomorrow? Let me know in the comments. #ERP #DigitalTransformation #RiskManagement

  • View profile for Mike Haile

    Founder @Haile Solutions & AgencySoft | Chartered Accountant | Project Management Professional helping professional services businesses maximize their bottom line

    17,027 followers

    1,000 ERP implementations. 1,000 lessons learned. When I started, I made rookie mistakes. Missed requirements. Rushed testing. Underestimated change management. We see this often—especially in professional services. The result? Confusion, rework, lost hours. Sound familiar? But here’s what actually works: → Structured planning from day one → Real-world testing before go-live → Clear change management for every user group → Start data migration ASAP No shortcuts. Not after 10 projects. Not after 1,000. Every project reinforced the basics: - Gather requirements with the real users (not just the loudest voices) - Test with real data (not just demo sets) - Align stakeholders early and repeat often - Don't underestimate data migration The good news? Mastering these steps means predictable outcomes, better margins, and happier teams. ERP isn’t just tech—it’s a transformation for your people, your processes, your bottom line. We’ve seen it happen over and over. The projects that skip the basics always pay more—sometimes for years. If you’re rolling out ERP, don’t shortcut the essentials. How does your team keep project planning and testing front and center? Lessons learned welcome.

  • 𝗪𝗵𝘆 𝗱𝗼 𝘀𝗼 𝗺𝗮𝗻𝘆 𝗘𝗥𝗣 𝗺𝗶𝗴𝗿𝗮𝘁𝗶𝗼𝗻𝘀 𝗳𝗮𝗶𝗹? 𝗕𝗲𝗰𝗮𝘂𝘀𝗲 𝗰𝗼𝗺𝗽𝗮𝗻𝗶𝗲𝘀 𝘁𝗿𝗲𝗮𝘁 𝗶𝘁 𝗹𝗶𝗸𝗲 𝗮 𝘀𝗶𝗺𝗽𝗹𝗲 𝘀𝗼𝗳𝘁𝘄𝗮𝗿𝗲 𝗽𝗮𝘁𝗰𝗵, not the business transformation it truly is. Listening to my network, there seems to be a rush to complete ERP migrations, as fast as possible, with SAP S/4HANA plans driving most of it. But an ERP system is more than just an IT upgrade. It’s a chance to redesign how your business operates and build a solution architecture that supports agility and innovation. While necessary, these migrations often become redundant without proper alignment to business goals. Something, I've seen happen! Here some get rights to consider: ◉ 𝗔𝗹𝗶𝗴𝗻 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗮𝗻𝗱 𝘁𝗲𝗰𝗵 𝗴𝗼𝗮𝗹𝘀 Ensure that IT and business leaders are on the same page. ERP systems serve broader business objectives, such as innovation, improving procurement strategies, and enhancing supplier relationships. ◉ 𝗙𝗼𝗰𝘂𝘀 𝗼𝗻 𝗼𝘂𝘁𝗰𝗼𝗺𝗲𝘀, 𝗻𝗼𝘁 𝗷𝘂𝘀𝘁 𝘁𝗼𝗼𝗹𝘀. Instead of getting caught up in the technology itself, be clear about the business benefits you'd like to achieve. New ERP functionality can be of support to achieve goals like efficiency, cost reduction, and agility. ◉ 𝗦𝗶𝗺𝗽𝗹𝗶𝗳𝘆 𝘄𝗼𝗿𝗸𝗳𝗹𝗼𝘄𝘀 𝗮𝗻𝗱 𝗽𝗿𝗼𝗰𝗲𝘀𝘀𝗲𝘀 𝗲𝗻𝗱-𝘁𝗼-𝗲𝗻𝗱 Don't just migrate complex, outdated processes but streamline them end-to-end. Reevaluate processes for efficiency and desired outcomes. ◉ 𝗜𝗻𝘃𝗲𝘀𝘁 𝗶𝗻 𝗰𝗵𝗮𝗻𝗴𝗲 𝗺𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁 - 𝗻𝗼𝘁 𝗷𝘂𝘀𝘁 𝗶𝗻 𝘁𝗿𝗮𝗶𝗻𝗶𝗻𝗴 ERP migrations often fail due to poor user adoption. Beyond training, invest in communication & ongoing support showing the value and relevance of the system to users. ◉ 𝗜𝗻𝘃𝗼𝗹𝘃𝗲 𝗰𝗿𝗼𝘀𝘀-𝗳𝘂𝗻𝗰𝘁𝗶𝗼𝗻𝗮𝗹 𝘁𝗲𝗮𝗺𝘀 ERP impacts every area of the business, so cross-team collaboration is essential. Involve stakeholders from finance, procurement, IT, and operations ensures the system meets everyone’s needs. ◉ 𝗙𝗼𝗰𝘂𝘀 𝗼𝗻 𝗱𝗮𝘁𝗮 𝗾𝘂𝗮𝗹𝗶𝘁𝘆 - 𝘄𝗶𝘁𝗵𝗼𝘂𝘁 𝗰𝗼𝗺𝗽𝗿𝗼𝗺𝗶𝘀𝗲 An ERP system is only as good as the data it processes. Ensure that data is clean, consistent, and reliable before migration. Dirty or incomplete data is one of the biggest challenges post-go-live. ◉ 𝗣𝗿𝗶𝗼𝗿𝗶𝘁𝗶𝘀𝗲 𝗦𝘆𝘀𝘁𝗲𝗺 𝗳𝗹𝗲𝘅𝗶𝗯𝗶𝗹𝗶𝘁𝘆 𝗮𝗻𝗱 𝗖𝗼𝗺𝗽𝗼𝘀𝗮𝗯𝗶𝗹𝗶𝘁𝘆 Choose an architecture which allows for future-proofing and integration of new features, scalability and integration. Business models evolve, and your ERP must evolve with them." ◉ 𝗦𝗲𝘁 𝗿𝗲𝗮𝗹𝗶𝘀𝘁𝗶𝗰 𝘁𝗶𝗺𝗲𝗹𝗶𝗻𝗲𝘀 - 𝗶𝘁'𝘀 𝗻𝗼𝘁 𝗴𝗼𝗶𝗻𝗴 𝘁𝗼 𝗯𝗲 𝗾𝘂𝗶𝗰𝗸 𝗶𝗳 𝘁𝗿𝗮𝗻𝘀𝗳𝗼𝗿𝗺𝗮𝘁𝗶𝘃𝗲 Don’t rush an implementation. ERP migrations are complex and require time to integrate properly. A phased approach allows for troubleshooting and mitigates a risk for failure. ❓Any other "get rights" i missed and you would add from your experience. #erp #businesstransformation #migration #sap4hana

  • View profile for Geoff Baldock, FCA

    International PE CFO | Building High-Performing Finance Teams | CEO Business Partner 🤝 | PE Exits, Capital Strategy & Transformation

    5,905 followers

    Are you considering implementing a new ERP system? Lately, I've engaged in a number of discussions regarding the selection of ERPs, their capabilities, and the intricacies of their implementation process. For any business embarking on this journey, it's a significant decision, but one that holds the potential to transform operations. Drawing from my experience as a CFO, I've witnessed the impact that new ERP implementations can have on businesses. It can present remarkable possibilities to streamline operations, enhance decision-making, and stimulate growth. However, it can also come with its own set of challenges and complexities. So, what exactly does it take to ensure a successful ERP implementation? 1️⃣ Process-Oriented Strategy   - Prioritise Processes: Instead of getting lost in features, focus on your business workflows. Identify areas for enhancement, pinpoint bottlenecks, and imagine how the ERP can boost agility.   - Thorough Mapping: Take stock of current processes and spot any gaps. Consider factors like mobile accessibility, real-time alerts, and data analytics as you modernise. 2️⃣ Harnessing Team Potential   - Team Dynamics: The team driving any ERP implementation is of great importance. You will need to gather a diverse group of executives, project managers, end users, and IT specialists. Their collective insights and dedication will be key to a successful implementation.   - Skills and Expertise: Look beyond job titles. Recruit team members with relevant expertise, industry knowledge, and a knowledge of your chosen ERP platform. 3️⃣ Selecting the Right Implementation Partner   - Industry Understanding: Your chosen partner should be able to grasp the fundamentals of your industry. Seek referrals and validate their track record.   - Methodology: What is their implementation approach? It should reflect their own learning and not just be a generic template. 4️⃣ Avoiding Common Pitfalls   - Robust Governance: Establish strong project governance from the outset.   - Clear Scope Definition: Set precise objectives and requirements - avoid scope creep!   - Data Integrity: Ensure your data is clean and reliable.   - Training: Invest in comprehensive user training, during implementation and after.   - Executive Support: Secure backing from leadership. 5️⃣ People-Centric Strategies   - Inclusive Teams: Engage stakeholders at all levels. Everyone should feel accountable for success.   - Promote Collaboration: Foster open dialogue and teamwork.   - Risk Awareness: Acknowledge potential risks and address them early. Oh, and finally, as the CFO ensure the budget is appropriate and costs controlled! Remember, a successful ERP implementation hinges not only on technology but also on people, processes, and collaboration. I would love to hear about your implementation stories and the key to success. 👇 #ERPImplementation #DigitalTransformation #BusinessGrowth #CFOInsights 

  • View profile for Adam Barbera

    Co-founder and CEO at Dost AI. Give your finance team their time back with AP AI agent.

    13,676 followers

    McKinsey's ERP warning for CFOs: 1. 70% of ERP transformations fail     Most ERP projects run over budget and underdeliver. Why? Because companies underestimate complexity. Finance expects a big bang switch. Instead, they get endless data cleanups, mismatched chart of accounts, and broken workflows. In finance, a 90% rollout isn’t a win. If one close process breaks, the whole system stalls.     2. It's your design, not your tech     CFOs blame vendors. But the real issue is design. Too many teams lift-and-shift old processes into new systems. That hardcodes inefficiency. The 30% who succeed don’t copy the past. They redesign approvals, reconciliations, and controls before go-live. ERP isn’t a tool migration. It’s an operating model redesign.     3. Finance feels the pain first     In sales, if CRM misses a field, people workaround. In finance, if ERP misses a journal entry, you misstate results. Month-end closes, audits, and compliance magnify every flaw. That’s why ERP failures show up in finance before anywhere else. Unless you engineer accuracy and reliability from day one, the CFO’s credibility is at risk.     4. The gap turns critical     McKinsey calls it out: 70% stuck, 30% pulling ahead. The stuck companies run digital systems that replicate legacy pain. The winners embed automation, shared data models, and continuous improvement. Over time, that gap compounds into faster closes, lower costs, and better decision-making.     TAKEAWAY ERP failures don’t just cost money at go-live. They lock in inefficiencies for years. Every close takes longer. Every audit is harder. Every board deck gets delayed. The reverse is also true. When ERP is designed right, benefits compound: - Faster closes free capacity - Automation creates leverage - Cleaner data sharpens insight The real gap isn’t visible at launch. It shows up quarter after quarter, year after year.

  • View profile for Gareth Humphreys

    AI-powered solutions and elite talent to help solve seemingly impossible problems.

    3,423 followers

    I didn't know that everyone's second-favourite German supermarket - Lidl (Aldi's the first) - binned a £500m SAP programme until I read about it at the weekend. Over seven years they poured half a billion euros into a SAP ERP rollout, and then scrapped it. Why? Because they refused to change their own processes. SAP was built to run on retail prices. Lidl insisted on using purchase prices. That single legacy quirk unravelled the whole thing. The same could be said of many a project - especially those promising transformational returns. You can't have those returns by grafting a technology solution over the top of legacy processes, and with people who are resistant to change. “They don’t have the right level of business engagement, they do not have the right people to measure business outcomes and the business case is put on a shelf and never looked at again” said an analyst in the piece I was reading. If you’re not willing to optimise your processes, you’ll end up spending millions trying to bend the software instead. And when the vendor says “best practice,” it’s not a suggestion. I know I'm bringing this topic up a lot lately, but that's because I'm seeing similar behaviour to the Lidl story in several facets of many projects; from RFP stage through to delivery, the key is the process. Asking a vendor to fit their technology to a legacy process just isn't going to give you the outcome you want without compromise. EDIT: Tobias has highlighted the following update: "The Appeal of In-House Development, By: Berthold Wesseler" Discount retailer Lidl is investing a nine-figure sum in its new merchandise management system, called Wawi Nexus. This will once again be a bespoke development, after an interim modernisation project based on standard software failed. According to “Lebensmittel Zeitung”, the cloud-based system is intended to link the online business more closely with the physical stores. Over seven years, the retail chain belonging to the Schwarz Group had already invested an estimated €500 million in replacing its in-house system from the 1990s (“Wawi”) with the “Electronic Lidl Merchandise Management Information System” when the ambitious SAP project “Elwis” was halted in 2018. Elwis was based on SAP’s Retail powered by HANA package and Software AG’s webMethods integration middleware. The largest IT transformation project in the company’s history was quietly laid to rest, even though the Neckarsulm-based retailer had already introduced the new system in four countries."

  • View profile for Shobha Moni

    25+ years transforming industries with ERP systems | Partner founder Triad Software Solutions

    23,144 followers

    I’ve audited 120+ ERP data migrations in the last 5 years. 80% of them failed. And most ERP failures are not because it’s SAP, Oracle, or Dynamics. Not even the custom build from 2012. They fail because the data going in was never cleaned. Here’s what I keep seeing (even in $10M+ projects): In 80% of failed ERP migrations, I found: ☠️ UOM mismatches that break inventory. ☠️ Customer and vendor duplicates. ☠️ Zombie SKUs and dead warehouses. ☠️ Orphaned transactions. ☠️ No audit trail of what got transformed. Here’s my Data Migration Checklist (to use before go-live): ✅ Units of Measure (UOM): → Are all UOMs mapped 1:1 between legacy and new ERP? → Have we tested conversion logic in live transactions? ✅ Master Data Uniqueness: → Do we have duplicate SKUs, vendors, or customers? → What’s the deduplication logic? Who owns it? ✅ Historical Data Mapping: → Are all past transactions (GR/IR, payments, returns) traceable? → Can we audit them after go-live? ✅ Open Transactions Review: → How many open POs, SOs, GRNs exist in legacy? → Who validated carry-forward rules? ✅ Dummy Runs with Real Data: → Did we run full-cycle transactions with migrated data in UAT? → Were accounting, tax, and inventory balances reconciled? ✅ Cleanup Ownership: → Who is responsible for final data sign-off—IT or Finance? → Is it documented? I think ERP is not an Excel import. It’s a financial and operational rebirth. And the data is either your foundation or your downfall. How confident are you in the quality of the data being loaded into your next ERP? ♻️ 𝐑𝐄𝐏𝐎𝐒𝐓 so others can learn.

  • View profile for Jacques van Nes

    ERP Isn’t IT — It’s Change. Senior Oracle Fusion Consultant | Finance & Procurement | Bridging Business and IT

    2,824 followers

    𝐄𝐑𝐏 𝐒𝐞𝐥𝐞𝐜𝐭𝐢𝐨𝐧 & 𝐈𝐦𝐩𝐥𝐞𝐦𝐞𝐧𝐭𝐚𝐭𝐢𝐨𝐧: 𝐈𝐭’𝐬 𝐧𝐨𝐭 𝐚𝐛𝐨𝐮𝐭 𝐬𝐨𝐟𝐭𝐰𝐚𝐫𝐞 – 𝐢𝐭’𝐬 𝐚𝐛𝐨𝐮𝐭 𝐩𝐞𝐨𝐩𝐥𝐞, 𝐩𝐫𝐨𝐜𝐞𝐬𝐬 & 𝐨𝐰𝐧𝐞𝐫𝐬𝐡𝐢𝐩 Too often, companies underestimate how deeply an ERP system affects their organisation. It’s more than IT — it touches every workflow, department and user. Here’s a strategic breakdown of what to focus on before and during your ERP journey: ✅ 1. 𝐏𝐚𝐜𝐤𝐚𝐠𝐞 𝐒𝐞𝐥𝐞𝐜𝐭𝐢𝐨𝐧: 𝐘𝐨𝐮 𝐬𝐞𝐭 𝐭𝐡𝐞 𝐫𝐮𝐥𝐞𝐬 Start by defining your own criteria — don’t let the vendor lead. Legal and compliance needs (e.g. e-invoicing, tax rules) Functional MoSCoW analysis for both AS-IS and TO-BE Clear business drivers for change: growth, process harmonisation, cost, local vs global TCO & ROI 🌍 𝘙𝘰𝘭𝘭𝘪𝘯𝘨 𝘰𝘶𝘵 𝘢𝘤𝘳𝘰𝘴𝘴 𝘤𝘰𝘶𝘯𝘵𝘳𝘪𝘦𝘴? Align your requirements early, especially when consolidating multiple legacy systems into one global ERP. 💬 2. 𝐓𝐡𝐞 𝐒𝐚𝐥𝐞𝐬 𝐏𝐫𝐨𝐜𝐞𝐬𝐬: Sales sells, but delivery makes it real Be critical in the sales phase. The account manager promises, but the implementation team delivers. 👉 𝘉𝘳𝘪𝘯𝘨 𝘪𝘯 𝘢𝘯 𝘪𝘯𝘥𝘦𝘱𝘦𝘯𝘥𝘦𝘯𝘵 𝘤𝘰𝘯𝘴𝘶𝘭𝘵𝘢𝘯𝘵 to challenge assumptions, safeguard your interests and help define realistic scopes and expectations. 🛠️ 3. 𝐈𝐦𝐩𝐥𝐞𝐦𝐞𝐧𝐭𝐚𝐭𝐢𝐨𝐧: 𝐈𝐧𝐯𝐨𝐥𝐯𝐞 𝐮𝐬𝐞𝐫𝐬 𝐞𝐚𝐫𝐥𝐲 𝘈𝘥𝘰𝘱𝘵, 𝘥𝘰𝘯’𝘵 𝘢𝘥𝘢𝘱𝘵. The organisation must embrace the system — not the other way around. Key users should participate in workshops, data prep, and design decisions. This avoids late-stage surprises (aka "skeletons in the closet"). 🔄 4. 𝐂𝐡𝐚𝐧𝐠𝐞 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭 𝐢𝐬 𝐧𝐨𝐭 𝐨𝐩𝐭𝐢𝐨𝐧𝐚𝐥 It runs parallel to implementation — not after. 🎯 𝘌𝘯𝘨𝘢𝘨𝘦 𝘬𝘦𝘺 𝘶𝘴𝘦𝘳𝘴 𝘦𝘢𝘳𝘭𝘺, train them well, and make them ambassadors. Their ownership ensures smoother UAT, go-live and post-go-live support. 📝 5. 𝐃𝐨𝐜𝐮𝐦𝐞𝐧𝐭 𝐞𝐯𝐞𝐫𝐲𝐭𝐡𝐢𝐧𝐠 Every choice, configuration and exception should be documented. Start building training material as early as possible — don’t wait until the end. 🚦 6. 𝐂𝐮𝐭-𝐨𝐯𝐞𝐫 & 𝐆𝐨-𝐥𝐢𝐯𝐞: 𝐏𝐥𝐚𝐧 𝐢𝐭 𝐥𝐢𝐤𝐞 𝐚 𝐜𝐚𝐦𝐩𝐚𝐢𝐠𝐧 Create a clear go-live timeline with a RACI matrix. Define who does what, and ensure all levels — including the floor — are informed and aligned. 📅 𝘋𝘰𝘯’𝘵 𝘧𝘰𝘳𝘨𝘦𝘵 𝘩𝘰𝘭𝘪𝘥𝘢𝘺𝘴 𝘢𝘯𝘥 𝘱𝘦𝘢𝘬 𝘱𝘦𝘳𝘪𝘰𝘥𝘴. A calm go-live is a successful one. 📈 7. 𝐏𝐨𝐬𝐭-𝐆𝐨-𝐋𝐢𝐯𝐞 𝐎𝐩𝐭𝐢𝐦𝐢𝐬𝐚𝐭𝐢𝐨𝐧 Form a dedicated optimisation team to manage improvements and fine-tuning. Make a clear distinction between critical issues and functional refinements. 💡 𝐅𝐢𝐧𝐚𝐥 𝐭𝐡𝐨𝐮𝐠𝐡𝐭: ERP is never the goal. It’s a tool to support better business execution — when done with the right process, people and mindset. Have you been through an ERP transformation recently? I’d love to hear your lessons 👇 #ERP #Implementation #ChangeManagement #DigitalTransformation #BusinessProcess #Leadership #Odoo #oracle #sap #Consulting

  • View profile for Chris Gillmeister

    Co-Founder, Meister Strategies | Fractional CFO Firm for business between $5M–$50M | We build businesses that produces cash, not just revenue

    6,802 followers

    McKinsey just dropped a reality check for CFOs running ERP transformations: 1. 70% of ERP projects fail. Most go over budget and underdeliver. Why? Because teams underestimate complexity. Finance expects a clean “go-live.” Instead, they get months of data cleanup, mismatched accounts, and broken workflows. In finance, a 90% rollout isn’t a win. If one close process fails, the whole system grinds to a halt. 2. It’s not the software. It’s the design. CFOs love to blame vendors. But the real problem is how the system is built. Too many teams copy their old processes into a new platform. That just hardcodes inefficiency into your shiny new system. The 30% who win? They redesign approvals, reconciliations, and controls before go-live. ERP isn’t an IT project. It’s an operating model redesign. 3. Finance feels the pain first. When CRM breaks, sales find workarounds. When ERP breaks, finance misstates results. Month-end closes slow down. Audits become nightmares. Credibility takes a hit. ERP failures show up in finance first and last the longest. 4. The performance gap keeps widening. McKinsey calls it out: 70% stuck, 30% pulling ahead. The stuck companies replicate their old pain with new tech. The winners embed automation, shared data models, and continuous improvement. Over time, that gap compounds into faster closes, lower costs, and sharper insight. Takeaway: ERP failures don’t just hurt at launch. They lock in inefficiency for years. Every close takes longer. Every audit is harder. Every board deck gets delayed. But when ERP is designed right, the benefits compound: ✅ Faster closes free up capacity ✅ Automation creates leverage ✅ Cleaner data drives smarter decisions The gap isn’t visible on launch day. It shows up quarter after quarter, year after year.

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