This course provides you with perspectives that help you to successfully select, purchase and implement your next accounting, ERP or CRM system - or, for that matter, any type of major enterprise system. 

By describing real life case studies and the lessons derived from them, your chances of successfully selecting, buying and implementing your next system are greatly increased. Each section delivers real-world take-aways that are easily put into action.

Delivered in a “War Stories” format, the course is as engaging as it is instructional. This course is also brand neutral, providing an unbiased look at how to select the right system for you.

Course Series

This course is included in the following series:

4 CoursesBusiness Processes and Systems

  1. Before You Buy That Accounting, ERP, or CRM System...
  2. How To Increase the ROI Of ERP System Implementations
  3. Business Process Mapping: A Prelude to System and Process GAP Analysis
  4. GAP Analysis: A Practical Approach
Learning Objectives
  • Identify time, money and stress-saving top opportunities & pitfalls when selecting, buying and implementing your next system
  • Recognize specific causes of selection, purchase and implementation failure and discover how to prevent them
  • Identify reasons, methods, areas and benefits for gaining stakeholder buy-in
  • Explore pre-defining success metrics for a powerful post-project review 
Last updated/reviewed: August 25, 2023
13 Reviews (41 ratings)

Reviews

5
Anonymous Author
Great emphasis on the key failures when thinking about or doing a system implementation. The procedural misalignments and the quality of the accounting data are critical to success. The War Stories were right on point.
2
Anonymous Author
It had good information, it just wasn't well structured. I would also find it more beneficial to dive deeper into one or two examples rather than briefly go over several.
3
Member's Profile
Extremely dull presentation. The powerpoint information needs more bullet points and less paragraphs. The instructor was not very enthusiastic when speaking.
5
Anonymous Author
good basic ideas, so you do not get in trouble with any project ERP or another. good planning and analysis is needed to make certain issues do not arise
4
Member's Profile
I liked hearing about what not to do from an experienced provider of these services. I will pass this along to our IT and Accounting groups.
3
Member's Profile
Clearly Mr. Spivak speaks from experience, but the course isn't well organized, and the slides do not contribute to learning.
3
Member's Profile
Great discussion on gap analysis to assist with identifying whether or not a new system is really needed.
2
Anonymous Author
I did not feel this course was well organized. Main points could have been clearer.
4
Anonymous Author
Good overview of what company's should expect in a systems implementation
5
Member's Profile
Good class! Taught me what to lookout for in new ERP implementations.
5
Anonymous Author
Sharing of war stories make the potential issues come to life.
5
Anonymous Author
i do not fully understand this class, need to replay
5
Member's Profile
Great course! Very informative.
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Prerequisites
Course Complexity: Intermediate

No Advanced Preparation or Prerequisites are needed for this course. However, it is recommended to take the other courses in the series prior to completing this one.

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 Overview CPE
Course Syllabus
INTRODUCTION AND OVERVIEW
  Course Overview5:21
OVERVIEW OF AN ACCOUNTING/ERP SYSTEM ACQUISITION
  Review 9:46
  Review (Continued)11:39
WAR STORIES
  War Stories 10:02
  War Stories (Continued) 12:20
  War Stories (Continued) 5:34
CONCLUSION
  Conclusion00:57
CONTINUOUS PLAY
  War Stories - The System Implementation Wars55:54
SUPPORTING MATERIALS
  Slides: War Stories - The System Implementation WarsPDF
  War Stories - They System Implementation Wars Glossary/IndexPDF
REVIEW & TEST
  REVIEW QUESTIONSquiz
 FINAL EXAMexam