Maximizing ROI: How to Effectively Work with Consultants on Your Modern ERP Upgrade
Editor’s Note: This article was originally published in 2015 and has been updated to reflect current ERP implementation best practices, particularly for cloud-based systems like Epicor Kinetic.
As ERP systems continue to evolve toward cloud-native platforms, one question remains constant: “How do we work with consultants effectively while maximizing our investment?” Whether you’re planning an upgrade to Epicor Kinetic or implementing another modern ERP solution, understanding how to leverage consulting expertise is crucial for success.
The Foundation: Project Management Remains Critical
Project management continues to be the most overlooked yet critical component of any ERP upgrade. In today’s cloud-first environment, experienced project managers bring even more value:
- They understand both traditional and agile implementation methodologies
- They have experience managing hybrid teams across on-premise and cloud transitions
- They can navigate the complexities of modern integration requirements
- They bring best practices from multiple cloud ERP implementations
Key Tip: While vetting your Project Manager is still essential, today’s focus should be on their experience with cloud transitions and modern implementation methodologies. Once you’ve chosen your PM, trust their expertise while maintaining active engagement in the process.
Strategic Consulting in the Cloud Era
While consulting rates have evolved since 2015, the value proposition remains strong—particularly for cloud implementations. Modern ERP consulting goes beyond traditional system configuration:
- Cloud architecture and integration expertise
- Data migration and cleansing strategies
- Change management for cloud-based workflows
- Security and compliance considerations
- Mobile and remote access optimization
Understanding your needs and budget remains crucial. A limited budget of $25,000 still means more internal work, but cloud platforms often require less customization, potentially reducing consulting needs in some areas.
The Modern SWOT Analysis
The traditional SWOT (Strengths, Weaknesses, Opportunities, Threats) analysis remains valuable but needs updating for today’s ERP landscape:
Strengths to Consider
- Internal cloud technology experience
- Digital transformation readiness
- Remote work capabilities
- Data analytics expertise
Weaknesses to Watch
- Legacy system dependencies
- Custom code maintenance
- Cloud security expertise
- Integration complexity
Opportunities to Explore
- AI and automation capabilities
- Mobile workforce enablement
- Real-time analytics
- Enhanced customer experience
Threats to Address
- Data security risks
- Integration failures
- User adoption challenges
- Cloud performance issues
Making the Most of ERP Consulting
Today’s ERP consultants are more than system experts—they’re digital transformation partners. When engaging with consultants keep the following in mind:
- Start with Architecture: If you’re moving from an older system or have extensive customizations, begin with a Business Process Review (BPR) that includes cloud readiness assessment.
- Focus on Integration: Modern ERPs thrive on integration. Ensure your consulting team has expertise in API management and modern integration patterns.
- Prioritize Change Management: Cloud transitions often require significant process changes. Budget for proper change management and training.
- Plan for Data: Data migration to cloud platforms requires careful planning. Engage consultants early in data cleansing and migration strategy.
ERP Success
The path to ERP success still runs through effective consulting partnerships, but the landscape has evolved. Today’s successful implementations require a balance of traditional project management wisdom and modern cloud expertise. By understanding your organization’s capabilities and limitations, you can strategically engage consulting resources where they’ll provide the most value—whether that’s in cloud architecture, data migration, or change management.
Remember, the goal isn’t just to upgrade your ERP—it’s to transform your business processes for the digital age. Choose consulting partners who understand both the technology and your business objectives, and who can help you navigate the complexities of modern cloud-based ERP implementations.
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