A 20-PART MASTERCLASS SERIES
The ERP Mandate
Strategic Asset vs IT Project
ERPSystems
How the quality of your financial systems determines the quality of your financial decision-making οΏ½ and what the CFO's role in ERP actually requires.
8/10
COMPLEXITY
11
PAGES
The Business Case
Connecting Investment to Outcomes
ERPSystems
How to build a rigorous ERP business case from first principles οΏ½ and present it to a board that thinks of ERP as an IT cost.
9/10
COMPLEXITY
11
PAGES
The ERP Landscape
Platforms & Architecture
ERPSystems
Modern ERP for growth companies: composable models, API-first architecture, and distinguishing genuine AI from vendor marketing.
9/10
COMPLEXITY
10
PAGES
Requirements Definition
What the Business Actually Needs
ERPSystems
Inadequate requirements definition is the most expensive mistake in ERP implementation οΏ½ here is the rigorous process for avoiding it.
9/10
COMPLEXITY
10
PAGES
Vendor Selection
Choosing the Right Platform
ERPSystems
The analytical framework for choosing the right ERP: weighted evaluation, scripted demos, and contract negotiation.
TBD
COMPLEXITY
--
PAGES
Partner Selection
The Decision That Determines Outcomes
ERPSystems
Why the implementation partner matters more than the platform οΏ½ and how to select, contract with, and manage the partner who will determine outcomes.
9/10
COMPLEXITY
10
PAGES
Project Planning
Architecture of Success
ERPSystems
The phases, governance, resource planning, and go-live strategy decisions that determine whether the implementation proceeds on segment.
9/10
COMPLEXITY
10
PAGES
Data Migration
The High-Risk Technical Challenge
ERPSystems
Why data migration is the highest-risk activity in most ERP implementations οΏ½ and the rigorous methodology that protects the go-live decision.
10/10
COMPLEXITY
10
PAGES
Financial Process Design
Building What You Actually Want
ERPSystems
The four core financial processes the ERP must support οΏ½ and how to design them for the business you are building, not the one you have.
9/10
COMPLEXITY
10
PAGES
Integration Architecture
Connecting Core to the Business
ERPSystems
How to design the integration layer that transforms the ERP from an accounting system into a financial intelligence platform.
10/10
COMPLEXITY
10
PAGES
Change Management
The Human Side
ERPSystems
Why change management is not a communications plan οΏ½ and the disciplines that determine whether users genuinely adopt the new system.
8/10
COMPLEXITY
10
PAGES
Testing & quality
Protecting the Go-Live
ERPSystems
The testing hierarchy, script development, defect management, and go-live readiness criteria that make testing rigorous.
9/10
COMPLEXITY
10
PAGES
Go-Live & Stabilization
The First 90 Days
ERPSystems
The go-live sequence, hypercare, common failure modes, and how to communicate through the critical transition period.
10/10
COMPLEXITY
10
PAGES
Reporting Transformation
Unlocking System Value
ERPSystems
How to design the reporting hierarchy, build self-service analytics, and use the chart of accounts as a reporting instrument.
9/10
COMPLEXITY
10
PAGES
Value Realization
The Performance Framework
ERPSystems
The framework for tracking actual ERP value against the business case οΏ½ and the disciplines that close the gap.
8/10
COMPLEXITY
10
PAGES
Future-State Architecture
The Next Evolution
ERPSystems
The financial systems roadmap, AI-native ERP, and why the CFO must own the technology roadmap rather than delegating it to IT.
9/10
COMPLEXITY
10
PAGES
Business Case Benchmark
Board-Level Justification
ERPSystems
A fully annotated benchmark highlighting every structural decision and analytical standard required for board approval.
8/10
COMPLEXITY
10
PAGES
Vendor Evaluation Scorecard
Selection & Scoring Architecture
ERPSystems
The fully annotated benchmark for selecting an ERP platform on analytical merit οΏ½ criteria design, demonstration scripting, and defensible decision protocols.
9/10
COMPLEXITY
11
PAGES
Governance & Framework
Steering Committee & Controls
ERPSystems
The complete annotated governance architecture οΏ½ steering committee charter, risk registers, change order governance, and go-live readiness criteria.
9/10
COMPLEXITY
11
PAGES
Performance Dashboard
ROI & Board Reporting
ERPSystems
The annotated benchmark for tracking whether the ERP investment is delivering its promised value οΏ½ and presenting evidence to the board.
8/10
COMPLEXITY
11
PAGES