Reduce the risk in picking your ERP 

Get the inside information on selecting and scoping an ERP system for your business. From a veteran CFO who has done it all before and can show you the costly mistakes to avoid.

Wondering how to make the leap from accounting software to ERP?

You've worked hard to get the company growing as fast as it can. But you know that it can't scale up to the next level on the current systems. It's time to invest – but with which provider, and how?

The Xero or MYOB ecosystems are great, but they have clear limitations. Data not syncing properly between applications, or not syncing fast enough. Delays in reporting because you need to manually export and massage data in Excel. Missing orders, lost sales and upset customers because it's just too hard to track details across multiple systems. 

Scaling your sales, fulfilment and delivery on systems built for small businesses creates enormous strain  – on your staff and your leadership team. You don't become a bigger business by sticking with smaller systems. ERP is the ultimate rite of passage. 

However, ERP platforms don't come with the greatest reputation. It's expensive. It's harder to use. And it's a lot riskier to implement. In fact, it's the business equivalent of heart surgery – you can't really practise it beforehand, and the only way to commit is by jumping in with both feet at once.

The good news is that deploying an ERP system has become much easier now that you no longer need to worry about buying servers.

There are several cloud-based ERP platforms from major brands servicing thousands of customers. The big question is – how do you work out what you need and find a provider that is best for you? 

This small-group workshop is for CEOs, CFOs and COOs who want a rock-solid overview of the options, risks and strategies for selecting and scoping an ERP platform. All from a "grey hair" CFO who has done it all many times before.

This workshop will reduce the anxiety and significant risk that come with buying and implementing an ERP system. It will give you a high-level understanding of the players, a process to select the best fit for your business, and practical steps to setting the scope. 

About the Presenter

Dexter Clarke has worked as CFO for six companies in motor services and food manufacturing during a 25-year career. He has led three of those companies through ERP implementations – each with a different vendor. 

Dexter completed his most recent project with a vehicle services chain where he implemented an ERP within three months (during COVID lockdowns) and under budget. 

Dexter is frank and honest about advising how to buy ERP and loves to share what works, from creating a shortlist to ensuring a rapid, low-risk rollout. 

“I don't have all the answers but I've got opinions based on my errors.”

         Dexter Clarke, CFO

Places are limited – reserve yours now.

What’s in the workshop

Held over two evenings, each session running two hours from 6pm to 8pm AEST. 


Day 1: Know the market & create your shortlist

Get an overview of the main ERP players, their strongest industries and indication of customer numbers in Australia. Learn how to rule out unsuitable candidates and create a shortlist of ERP vendors to audition – and how to audition them. Includes a questionnaire for frontline and backoffice staff to determine which activities the ERP should cover.


Day 1: Industry variations for ERP platforms

Discover the importance of industry-specific features when writing your list of requirements. Learn how to separate promises in sales conversations from the reality of deployment. Includes group discussion among attendees and the opportunity to practise scoping questions with a leading ERP vendor.


Day 2: Using scope to reduce risk

A tight, well-defined scope is critical to reducing risk and accelerating deployment. However, it takes a lot of effort to get right. Find out how to manage feature requests from operations, fulfilment and sales teams, and how to minimise customisation and manage integrations.  


Day 2: Investing in integration first

Although ERPs are built to run a whole business, it's a mistake to attempt it out of the box. Discover how to create an integration strategy that prioritises risk reduction and speed of deployment, and gives you the space to work out how to add features to your ERP.  Includes group discussion among attendees and the opportunity to practise scoping questions with a leading ERP vendor.

Places are limited – reserve yours now.

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