1 CPE Implementing a new Enterprise Resource Planning (ERP) system is a daunting task for any CFO. An ERP system by design spans the breadth of the organization and as such requires a high level of coordination and collaboration across the business. With so many options available, the task of where to start and how to think through start up elements of your own ERP initiative can be daunting for any CFO.
In this course, Jennifer Nicholson, a many-time CFO, who has recently gone through implementing a new ERP system shares with you her own insights and experience with the ERP implementation process. Whether you have begun already, are just beginning, or merely contemplating a change to your systems, this course will guide you through all the relevant stages of the implementation process.
Learning Objectives
- Explore what an Enterprise Resource Planning (ERP) system is and recognize its purpose.
- Recognize how to structure your ERP implementation initiatives
- Explore various approaches for configuring, deploying and selecting an ERP system
- Explore people and change management considerations of ERP implementation
- Recognize the need for data cleaning, testing, and user training
Last updated/reviewed: March 5, 2024
28 Reviews (96 ratings)
Reviews
Anonymous
(Senior Consultant)
Would like to see some more discussion on the data conversion piece - most companies are faced with the decision of converting legacy data to the ERP system. Also, there should be some discussion about the need for a parallel test environment - essentially doubling your soft ware implementation costs because of the purchase of essentially two production environments. These are material factrs associated with any ERP implementation.
Anonymous
(Anonymous)
Very high-level course on ERP implementation with useful tips on what's important and how to plan and train staff to pitch in so that a successful implementation can take place. I've had the pleasure of partaking in an ERP implementation that took place 20 years ago and boy do I remember. This course is just the tip of the iceberg, but useful.
Dale Flowers
(Not Provided at Jotham LLC)
Material was well organized, insightful and helpful. At some points the presenter seems to get in a hurry and falls into speed-reading the script, making it a little hard to follow, but overall a good course and I recommend it for the toolbox.
Christopher Hole
(Director of Internal Audit at Roseburg Forest Products)
Decent roadmap of the implementation process. Especially liked the "all vendors lie" comment. Presenters microphone picked up a lot of background office noise...had me reaching to answer the phone more than once.
Anonymous
(Finance and Accounting Consultant)
This course is a very effective overview of an ERP system implementation process. Since I have prior related experience this area, I was able to relate each step in a practical sense.
Randy LeDuc
(CSR at Eck Agency Inc)
I was a good overview to implementing an ERP system, but I was hoping to see more of the nuts and bolts of what an ERP system looks like.
Anonymous
(Accounting Professional)
Good overview of the material. Not enough for a full roadmap, but many things to think through before implementing a new system.
Samantha Hollibone
(Consultant at DLC Group)
It was a great course with a good overview of ERP implementation. However, it will be good to have some specific examples.
Charles Howery
(- at Versona)
extremely high level. needs more examples of what can go wrong. More discussion about orders of magnitute effort and cost
Anonymous
()
This course was a really nice overview of upfront considerations and pitfalls to avoid in an ERP implementation.
Anonymous
(Head of Finance)
was brilliant and we need much more like this. ERP installation is a key to improve the strategic direction
Alan Rayman
( at Self)
It was a decent course. She may have been an expert, but just reading off of slides is not too impressive.
Anonymous
()
A very good course. Having been through several ERP implementations, this course touches all the basics.
Sandra Casiraghi
(Accounting Manager at Christus Health)
This will provide resources for me to help my team navigate as my company makes the conversion to an ERP.
Joshua Bourquard
(Accounting Manager Financial Reporting a.. at TPx Communications)
Seen from the perspective of a CFO. No details, implementation steps, processes to look for or examples.
Todd Thayer
(Director of Finance at Geistlich Pharma)
This course accurately reflects the basic process and best practices, for changing ERP systems.
Anonymous
(Controller)
Informative, good slide deck with thorough explanations. Provides step by step guidance.
Anonymous
(Consultant)
Great input on the steps and pitfalls at each point in a ERP decison and implementation
Anonymous
(Internal Audit Manager)
Good overall summary presentation; some good high-level points on this subject matter.
Anonymous
(Global Controller)
Really great summary of how to prepare and what to expect during an ERP change.
Anonymous
(MANAGER, ENERGY COST MGMT)
She has been the best teacher from all the classes i have taken to date.
Elizabeth Sahnas
(Finance Director at Workable)
I liked how it was concise and brought up important points to consider.
Tom Winson
(Supervisor at RSM)
Good specific recommendations. Insightful for the amount of time taken.
Robert Merii
(CFO at N/A)
Pretty good overview and things to consider for ERP implementation.
Anonymous
(Controller)
A very concise overview about implementing a new ERP system.
Matt Osmundsen
(Category Finance Director at Energizer Holdings, Inc.)
Great course! Very informative and helpful.
Vahé Hovakimian
(Financial Analyst at Great Place to Work Institute)
this course is good
Anonymous
(CFO)
great overview
Prerequisites
Course Complexity: Intermediate
No Advanced Preparation or Prerequisites are needed for this course
Education Provider Information
Company:
Illumeo, Inc., 75 East Santa Clara St., Suite 1215, San Jose, CA
95113
Contact:
For more information regarding this course, including complaint and
cancellation policies, please contact our offices at (408) 400- 3993 or send an e-mail to
.
Jennifer Ross NicholsonPartner
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