10 Best Practices for Optimizing the Lifetime Value of your ERP Investment

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Leading a successful ERP implementation can be a career defining event for a finance leader. An ERP selection, implementation, or ERP system management gone wrong can negatively impact a company’s financial health in addition to derailing the careers of those who professional brands are tied to an ERP solution investment. The right ERP solution in the hands of the right professionals can fuel company growth and even offer a company competitive advantage. New platforms, including cloud-based technologies, enable companies to leverage the best technologies available—making ERP adoption more streamlined, less risky, and more cost-effective. Attend this webinar to discover 10 key best practices in developing and executing an ERP investment strategy that maximizes the ROI of an ERP solution investment from implementation through optimization. Matt Kenney, Principal, McGladrey will discuss the key components of successful ERP implementation, and how to optimize the value of an ERP solution through its lifecycle long after the initial implementation. Discover how to build and maintain successful relationships with, among, and between key internal and external stakeholders in an ERP investment to optimize its lifetime value.

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Ask, Share, Learn – Within the Largest Community of Corporate Finance Professionals
10 Best Practices for
Optimizing the Lifetime Value
of your ERP Investment

Learning Objectives
After attending this event you will be able to:
• Understand how to avoid inherent barriers to ERP
implementation success
• Discover actionable advice for the proper alignment of people
and processes in executing an ERP implementation plan
• Understand how to build a partnership with your ERP vendor
and consultants to maximize the lifetime value of an ERP
investment
• Discover current and emerging trends in ERP solutions

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Agenda for today
• Why managing ERP matters to your
organization and your career
• Best Practices across ERP lifecycle
– Choosing the right system
– Implementing Successfully
– Optimizing and Enhancing

Why managing ERP matters
Source: 2014 McGladrey Monitor Report

Why managing ERP matters
• ERP is increasingly the domain of finance rather than IT
• ERP is a key tool for improving performance
– Must measure in order to manage
– The right task at the right time by the right person
– Automation drives efficiency and accuracy
• ERP presents inherent risks that must be managed
– Obsolescence
– Data Security
– System Failure
• Managing ERP is integral to improving performance and
minimizing risk for your organization

Choosing the right system
Best Practice #1 – Start with strategy
• What is your business objective?
• What obstacles must be overcome?
• How can business applications help?

Choosing the right system
Best Practice #2 – Define scope

Choosing the right system
Best Practice #3 – Determine where you’re
special – and where you’re not.
• Which current business processes are standard
and which are unique to your organization?
• Why are processes not standardized?
Competitive advantage or bad habit?
• Do you need an industry-specific solution?

Choosing the right system
CONS PROS
Vertical Solutions Horizontal Solutions
 Functionality developed to meet
your niche
 Industry Expertise
 Implementers understand your
companies unique needs
 Large install base
 Better Financial core
 More add-on vendors
 Usually more current technology
 Usually more consultants
available
 Technology may be dated
 Smaller customer base to use to
make investments – Less R&D
 Less flexible solutions if your
company changes
 Typically have weaker financial
packages
 Might not meet needs of your
specific industry – need to rely
on add-on solutions
 Implementers may not be
familiar with your industry

10 Best Practices for Optimizing the Lifetime
Value of Your ERP Investment
Thank you for your interest in this presentation.
View the on-demand webinar or download the full
presentation at:
www.Proformative.com

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Effectively managing resources is challenging for any company, and a lack of visibility into information on operational factors that impact margins and drive demand makes it nearly impossible. Despite the fact that companies dedicate 36 percent of revenues to human capital, many accept having less than 20/20 vision into the return they’re getting from this huge investment. How are companies leveraging technology to enable systems across the enterprise (from HR to Finance) to communicate with each other to deliver the real-time information company leaders need to optimize company investments, and the consumption of company resources. Join us as Elliott Lester, VP of IT at ReddyIce shares how his company was able to leverage enterprise-wide visibility to break down operational silos, transform processes, improve product margins, and develop actionable metrics to drive the allocation of key company resources to transform from a company on the brink of extinction to a market leader with sustainable competitive advantage. Manish Patel, Global Vice President of Collaborative Solutions, will join Elliott in sharing actionable advice for companies to leverage

Aligning HR & Finance: How ReddyIce Transformed to Market Leader

Proformative, Inc.

Despite the explosion of cloud computing and related technologies, many organizations are still far from where they want and need to be in terms of driving performance. Companies still often make strategic and operational decisions based on incomplete or untimely data, incomplete analysis, and even pure intuition. There is much talk about how to leverage analytics and dynamic forecasting and planning to impact company performance, but how is it actually done? Join us to discover how companies are aligning process and technology to combine historical and real-time data into what-if scenarios and risk-adjusted forecasts that improve both financial and operational performance, and even putting intuitive statistical analysis in the hands of every company manager and stakeholder to sharpen decision-making across the enterprise.

Business Analytics, Forecasting, Financial Planning: The Recipe for Impacting...

Proformative, Inc.

PwC Presents: VC Investing – Major trends of the first half of 2014 and predi...

Proformative, Inc.

Like most businesses, Professional Services organizations need effective communication processes and 360 degree visibility across sales, services delivery, and finance. It’s no surprise that top-ranked services-driven businesses are more than twice as likely to use an integrated Professional Services Automation (PSA) solution to improve their back-office efficiencies and profit margins. In fact, organizations using PSA saw a nearly 20% increase in annual revenue, according to a recent Aberdeen report. Join Doug Tilley, General Manager of PSA Applications at FinancialForce.com, as he discusses findings from the 2014 Aberdeen report, Driving Back Office Profitability with Professional Services Automation, including how best-in-class organizations rely on PSA to ensure accuracy and compliance, increase efficiencies, and build greater profit margins in a services-focused business.

Driving Profitability with Professional Services Automation

Proformative, Inc.

View on Proformative: http://www.proformative.com/resources/presentation-best-practices-implementing-delivering-value-your-cpm-solutions The CFO’s role has evolved from traditional reporting and controlling, to decision support and strategic execution. There is a growing expectation that the CFO will be a trusted adviser to the executive team, and will lead the Finance organization to embrace the role of business partner. This demanding transition has been driven by the desire to raise the bar and deliver value for investors and other key stakeholders. In this best practice workshop, learn from seasoned Finance experts how best in class finance functions have used corporate performance management (CPM) as a foundation for driving these necessary changes, and for leading the finance organization into a new, value-added role. In summary, in attending this workshop you will find: * A roadmap for integrating strategic planning, operational planning, budgeting, and reporting into a complete CPM solution * Operational readiness: How to tell if your Finance organization is up to the challenge * How to leverage your existing CPM solution to enhance and improve finance operations processes * Tips and traps for selecting the right CPM solution for your organization * Bonus Material: Results of recent survey of 150+ companies experience with Rolling Forecast Presentation delivered at ProformaTECH 2014 - http://www.proformatech.com Workshop

Best Practices in Implementing and Delivering Value from Your CPM Solutions

Proformative, Inc.

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