How to Purchase ERP Software & Services the Right Way: April 8-9, 2013

Group-live course
Prerequisites: None
Course Level: Advanced
CPE credits: 16
Time:  2 days, 9:00 am – 5:00 pm (both days)   


Registration form
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Who Will Benefit:

Finance, HR/Payroll, or IT staff who will be sponsoring, managing, or working on an ERP project.


This course will focus on how to select the right ERP solution, which can be a daunting task for any organization regardless of size. The course will begin with an overview of modern ERP applications. Instructors will then walk through the ERP needs assessment process. The needs assessment component will address tough subjects such as whether or not to pursue a new solution, optimize a current application, change business processes, or procure a new solution. Participants will then learn how to develop an effective RFP for the desired solution. Instructors will address developing functional requirements, designing the RFP, and navigating the selection process. The first part of the course will conclude with an overview of the contracting process, with an emphasis placed on risk mitigation.

The second part of the course will focus on preparing students to participate in an ERP implementation project. Participants will learn the different approaches ERP companies use to install systems. The ERP implementation process will be broken down and examined from pre-implementation to post-implementation. Special emphasis will be placed on the expectations of the vendor and the customer during the implementation process. Participants will learn how to balance scope, resources, costs and other constraints, and how to manage schedule and work variation. Participants will also learn about factors for successful implementations, including implementation readiness, communications, training, change management, and post-implementation planning.

Seminar Objectives

  • Learn the stages and phases of an ERP selection and implementation effort
  • Understand the key success factors and how to maximize the likelihood of success
  • Learn how to develop a needs assessment
  • Learn how to conduct a software selection project
  • Learn how to work with a vendor and conduct a software implementation project
  • Understand risk areas and how to mitigate them

Recommended Reading

The ERP Book: Financial Management Technology from A to Z


Price: $580 Active/Associate Member; $790 Nonmember