Implementing a new Enterprise Resource Planning (ERP) system is a daunting task for any CFO.  An ERP system by design spans the breadth of the organization and as such requires a high level of coordination and collaboration across the business.  With so many options available, the task of where to start and how to think through start up elements of your own ERP initiative can be daunting for any CFO. 

In this course, Jennifer Nicholson, a many-time CFO, who has recently gone through implementing a new ERP system shares with you her own insights and experience with the ERP implementation process.  Whether you have begun already, are just beginning, or merely contemplating a change to your systems, this course will guide you through all the relevant stages of the implementation process.

Learning Objectives
  • Explore what an Enterprise Resource Planning (ERP) system is and recognize its purpose.
  • Recognize how to structure your ERP implementation initiatives
  • Explore various approaches for configuring, deploying and selecting an ERP system
  • Explore people and change management considerations of ERP implementation
  • Recognize the need for data cleaning, testing, and user training
Last updated/reviewed: March 5, 2024
28 Reviews (95 ratings)

Reviews

Anonymous Author
Would like to see some more discussion on the data conversion piece - most companies are faced with the decision of converting legacy data to the ERP system. Also, there should be some discussion about the need for a parallel test environment - essentially doubling your soft ware implementation costs because of the purchase of essentially two production environments. These are material factrs associated with any ERP implementation.

5
Anonymous Author
Very high-level course on ERP implementation with useful tips on what's important and how to plan and train staff to pitch in so that a successful implementation can take place. I've had the pleasure of partaking in an ERP implementation that took place 20 years ago and boy do I remember. This course is just the tip of the iceberg, but useful.

4
Member's Profile
Material was well organized, insightful and helpful. At some points the presenter seems to get in a hurry and falls into speed-reading the script, making it a little hard to follow, but overall a good course and I recommend it for the toolbox.

4
Member's Profile
Decent roadmap of the implementation process. Especially liked the "all vendors lie" comment. Presenters microphone picked up a lot of background office noise...had me reaching to answer the phone more than once.

5
Anonymous Author
This course is a very effective overview of an ERP system implementation process. Since I have prior related experience this area, I was able to relate each step in a practical sense.

5
Member's Profile
I was a good overview to implementing an ERP system, but I was hoping to see more of the nuts and bolts of what an ERP system looks like.

4
Anonymous Author
Good overview of the material. Not enough for a full roadmap, but many things to think through before implementing a new system.

4
Member's Profile
It was a great course with a good overview of ERP implementation. However, it will be good to have some specific examples.

4
Member's Profile
extremely high level. needs more examples of what can go wrong. More discussion about orders of magnitute effort and cost

4
Anonymous Author
This course was a really nice overview of upfront considerations and pitfalls to avoid in an ERP implementation.

4
Anonymous Author
was brilliant and we need much more like this. ERP installation is a key to improve the strategic direction

4
Member's Profile
It was a decent course. She may have been an expert, but just reading off of slides is not too impressive.

4
Anonymous Author
A very good course. Having been through several ERP implementations, this course touches all the basics.

4
Member's Profile
This will provide resources for me to help my team navigate as my company makes the conversion to an ERP.

4
Member's Profile
Seen from the perspective of a CFO. No details, implementation steps, processes to look for or examples.

5
Member's Profile
This course accurately reflects the basic process and best practices, for changing ERP systems.

4
Anonymous Author
Informative, good slide deck with thorough explanations. Provides step by step guidance.

5
Anonymous Author
Great input on the steps and pitfalls at each point in a ERP decison and implementation

4
Anonymous Author
Good overall summary presentation; some good high-level points on this subject matter.

5
Anonymous Author
Really great summary of how to prepare and what to expect during an ERP change.

5
Anonymous Author
She has been the best teacher from all the classes i have taken to date.

4
Member's Profile
I liked how it was concise and brought up important points to consider.

5
Member's Profile
Good specific recommendations. Insightful for the amount of time taken.

4
Member's Profile
Pretty good overview and things to consider for ERP implementation.

5
Anonymous Author
A very concise overview about implementing a new ERP system.

5
Member's Profile
Great course! Very informative and helpful.

Member's Profile
this course is good

5
Anonymous Author
great overview

Prerequisites
Course Complexity: Intermediate

No Advanced Preparation or Prerequisites are needed for this course

Education Provider Information
Company: Illumeo, Inc., 75 East Santa Clara St., Suite 1215, San Jose, CA 95113
Contact: For more information regarding this course, including complaint and cancellation policies, please contact our offices at (408) 400- 3993 or send an e-mail to .
Instructor for this course
Course Syllabus
INTRODUCTION AND OVERVIEW
  Introduction to Implementing a New ERP System1:47
Who, What, When of ERP
  What is an ERP System5:29
  Choosing a Deployment Strategy 3:10
  Initiating Your ERP Project4:19
  Selecting a Vendor for your ERP5:11
  People Before Technology6:15
ERP Strategy and Implementation
  Data Cleansing Before Your ERP Conversion 4:28
  ERP Testing Strategy 3:47
  ERP Implementation Training Strategy 3:38
  Managing Your ERP Budget 2:23
CONCLUSION
  Defining ERP Implementation Process 4:07
Continuous Play
  How To Choose An ERP System for Your Organization – What The CFO and Project Leader Need To Know44:37
SUPPORTING MATERIALS
  Slides: Implementing a New ERPPDF
  Implementing a New ERP Glossary/IndexPDF
REVIEW and TEST
  REVIEW QUESTIONSquiz
 FINAL EXAMexam