What are some signs that your current accounting software setup may be holding your business back?

Signs include manual data entry, time-consuming and outdated reporting, trouble growing and scaling your business, and difficulty getting a comprehensive view of your operations. If you manage multiple entities, needing to log into separate systems is a major red flag. These inefficiencies signal it is time to consider a unified ERP solution.

What types of challenges can arise during an ERP transition—and why is it important to plan for them early?

The ERP implementation process and software transitions can bring various challenges. You’ll need to make sure the system can integrate with your processes and mission-critical applications. Costs may overrun, operations can be temporarily disrupted, and team members may resist using the new technology. Planning ahead allows you to identify risks, build contingency plans, and ensure your team is prepared to handle change effectively.

What makes up a strong change management strategy for an ERP transition?

A strong change management strategy involves making sure the new system will positively impact employees’ daily work, letting them know the change is coming, and engaging all other stakeholders early on. ERP capabilities must be aligned with business processes and planned goals. The strategy should also include a plan for defining and completing each phase in the ERP implementation. Such a strategy guides your team through the change and builds support at every step.

Why is preparing your team critical before launching an ERP system?

Success depends on your people, and, if you don’t prepare ahead of time, even the best system can fall flat—because they may resist using it. Preparing your organization means offering training, communicating the reasons for change, and fostering internal champions. This ensures users adopt the system and use it effectively from day one.

What are the steps in executing an ERP implementation?

Executing an ERP implementation typically involves several key steps: defining project scope and goals, selecting the right ERP solution, assembling a project team, mapping current processes, configuring the system, migrating data, testing, training users, and finally going live. Post-implementation support and continuous improvement are also essential to long-term success.

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Acumatica Summit 2026: Moving ERP From Potential to Impact

Acumatica’s Jim Desler provides a firsthand look at what went down during Acumatica Summit 2026, from Acumatica’s notable achievements and incredible customer success stories to its exciting plans for an AI-and-human-powered future.