Most ERP implementations do not fail because of the technology. They fail because of what happens before the system is even turned on.
In this episode, I sit down with Sharon Barboza, Manager of Digital Services at Citrin Cooperman Advisors. Sharon is a licensed CPA who has worked on every side of finance, from public accounting to controller to senior NetSuite consultant. She has seen hundreds of growing businesses go through system implementations and knows exactly where they break.
We break down the five most common reasons ERP implementations fail. Why accounting is always the last department brought into the conversation and what that costs in redesign and delays. The client who mentioned a Bulgarian subsidiary one week before go-live that nobody knew about. Why accountants resist leaving Excel and how to show them the value without making them feel replaceable.
The 78-tab forecasting spreadsheet that took days to update and why that was the wake-up call. How to build a roadmap that plans for where the business is going, not just where it is now.
What to look for in your chart of accounts before you realize you needed it. How one client went from a failed implementation with another partner to a successful launch by rebuilding trust from scratch. And how embedded banking tools like Fispan eliminated the constant cycle of broken bank feeds and manual file transfers.
Whether you are a finance leader about to start an ERP implementation, in the middle of one that feels like it is going sideways, or still trying to decide if it is time to leave Excel, this episode covers the full picture.
This episode is brought to you by FISPAN. Learn more at fispan.com.
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