Blog
Field notes on choosing, implementing and running Odoo and Microsoft Dynamics 365.
- CRM RFP template for a 20 to 100 person companyA CRM RFP for a company of 20 to 100 people is a short document you send to two to four vendors or partners, then score before anyone presents.27 min read
- Hiring an ERP consultant in Vancouver, Calgary and Western CanadaHiring an ERP consultant in Vancouver or Calgary is a tax decision and a fee decision.25 min read
- ERP consultant rates and how to hire one in Toronto and OntarioAn ERP consultant in Toronto sells one of three things: advice on what to buy, hours to build and configure a system, or a monthly slice of executive time. Who pays them decides what they tell you.20 min read
- How to Justify ERP to the BoardA board-ready ERP business case: cost of inaction, TCO, risk-adjusted ROI, phased asks, a one-page executive brief template, and answers to the objections directors actually raise.22 min read
- When to Run an ERP Proof of ConceptRun an ERP proof of concept when a single, specific risk is expensive enough to sink the whole project if you are wrong about it, and isolated enough that you can test it cheaply before you commit.18 min read
- Optimizing ERP After Go-Live: Post Go-Live PlaybookPost go-live is where ERP value is won. A 30/60/90 optimization plan covering hypercare exit, benefits tracking, license cleanup, second-wave automation, and continuous improvement governance.22 min read
- The First 30 Days After ERP Go-LiveThe first 30 days after an ERP go-live are where the implementation is actually won or lost.18 min read
- Overcoming Employee Resistance to ERPEmployee resistance — not the software, the budget, or the integrator — is the single most controllable factor that decides whether your ERP rollout delivers its promised ROI.20 min read
- ERP Training Strategy That Drives AdoptionAn ERP training strategy that actually drives adoption looks nothing like a classroom schedule tacked onto the end of an implementation.20 min read
- How to Clean Data Before ERP Go-LiveCleaning data before an ERP go-live means profiling every master and transactional record you intend to move, fixing the defects you find (duplicates, gaps, inconsistent formats, dead…18 min read
- When to Get an ERP Second OpinionGet a second opinion on your ERP project the moment two or more warning signs converge — a go-live date that has slipped more than once, a budget quietly running ahead of plan, a steady drip…19 min read
- How to Go Live Without Business DowntimeGoing live without business downtime is not about crossing items off a checklist on the cutover weekend — it is a set of operational decisions you make months earlier: which cutover strategy…21 min read