Why ERP Implementation Matters
Choosing and implementing the right Enterprise Resource Planning (ERP) or business system is a pivotal decision that impacts every corner of your organization. AAFCPAs’ Technology & Process Advisory team provides end-to-end guidance—from strategic alignment through vendor selection and implementation oversight—to ensure your investment delivers lasting value.
We serve as your system implementation project manager, translating business needs into technical execution, keeping stakeholders aligned, and ensuring the original vision comes to life—on time and on budget.
ERP & Business System Implementation: Why Clients Choose AAFCPAs
AAFCPAs’ system implementation project managers combine financial expertise, operational insight, and technical know-how to deliver successful ERP and business system deployments. We provide objective, vendor-agnostic guidance, align stakeholders, mitigate risks, and keep projects on track—allowing internal teams to maintain focus on day-to-day operations. With hundreds of implementations under our belt, we help clients accelerate timelines, avoid costly missteps, and maximize system ROI.
What Sets Our ERP Implementation Team Apart
- We bridge the gap between business and technical teams—translating your organization’s needs into vendor language for seamless collaboration and stronger outcomes.
- Extensive experience in system selections and implementations, ensuring the best ROI based on client requirements and budget.
- With senior technologists, business process analysts, and former CFOs/controllers on our team, we bring a unique end-user perspective that drives success from planning to go-live.
- State-of-the-art, agile project management frameworks.
- Strong knowledge of accounting processes, internal controls, and compliance requirements, with the ability to act as advocates and translators for clients.
- Deeply familiar with leading accounting software packages, recommending the best fit based on industry and system needs.
- Long-standing relationships with top software vendors, ensuring clients work with dedicated, reliable professionals.
- Clear communication and transparency throughout the project, so you always know what to expect and can quickly identify if the project is going off track.
Your ERP Implementation Journey with AAFCPAs
Discovery & Needs Assessment
We begin with a discovery and needs assessment to understand your business model, strategy, and pain points. Through stakeholder interviews and workflow analysis, we define requirements, identify success factors, and deliver a comprehensive System Requirements Matrix.
Business Case & Strategy Alignment
We develop a business case and strategy alignment to ensure the selected system supports your strategic goals. This includes cost-benefit and total cost of ownership (TCO) analysis, system fit evaluation, workflow prioritization, and an executive-ready business case presentation.
System Selection
We guide the system selection process to identify the best-fit ERP or business system, managing everything from criteria development and RFI/RFP preparation to vendor demos, scoring, and comparisons—culminating in a vendor evaluation matrix and final recommendation.
Planning & Roadmap
We establish the foundation for a successful ERP implementation by defining scope and rollout strategy, building governance and stakeholder alignment, and creating a detailed project plan, budget, and risk framework—supported by a robust data migration and change management strategy. The result: a clear, actionable ERP Implementation Roadmap.
Technical Implementation
AAFCPAs serves as your strategic systems implementation project manager, ensuring the project stays aligned with your original vision and delivers measurable value. We translate financial and operational needs into technical execution, keep stakeholders accountable and on schedule, and provide quality oversight by monitoring progress, identifying risks, and validating deliverables.
Hands-On Project Management for Technology Deployments
AAFCPAs serves as your strategic partner, project manager, and advocate throughout the entire system implementation journey. We act as a bridge between you, the software vendor, and the technical implementation team, ensuring your priorities and best interests are consistently represented and met.
Our team ensures the deployment remains aligned with your original vision—translating business needs into technical execution while keeping stakeholders focused, accountable, and on schedule. We provide hands-on oversight across all key phases—from design and build through go-live and beyond. This includes guiding configuration, integration, and data migration efforts; supporting change management and training; and helping establish super-user networks to drive adoption.
We work directly with the vendor, interpreting their project plan into actionable bites for your organization. This approach ensures that complex technical milestones are broken down into clear, manageable steps, making it easier for your team to track progress and stay engaged throughout the process.
As you transition to live, we assist with cutover planning, issue resolution, and post-launch optimization, including KPI tracking and Phase 2 enhancements. To ensure long-term success, we help build a sustainable governance model, including an ERP Center of Excellence and vendor relationship management—so your system continues to evolve with your business.
Ready to Streamline Your Operations?
Discover how Incompass worked with AAFCPAs to modernize its financial and operational systems, enhancing efficiency and compliance. Their story highlights what’s possible when the right strategy and support are in place.
Meet AAFCPAs’ Technology & Process Advisory Team
Robyn Leet
Wendy Smith
Stuart Karas
Contact Us
Contact AAFCPAs’ Technology & Process Advisory team to discuss how our ERP consulting and implementation management services can help your organization achieve measurable, long-term value.