Are You Considering a New ERP or CRM System? Avoid Costly Mistakes with Expert Guidance!

For manufacturers, selecting a new ERP or CRM system is one of the most expensive and riskiest IT investments a company can make. This decision is often driven by critical events such as mergers, acquisitions, growth, or software reaching its end-of-life. Alarmingly, only half of manufacturers report satisfaction with their ERP and CRM systems, and nearly 50% admit to choosing the wrong vendor or package.

Join us for an expert-led webinar to learn how M&M’s ERP and CRM Navigator process can guide you through this complex decision-making journey. Discover how to avoid common pitfalls, select the right solution, and prepare for a smooth, successful implementation.

Webinar Highlights

• Key reasons to undertake an ERP or CRM replacement project
• Setting clear goals, objectives, and assumptions for replacement projects
• Defining the project scope for a new system
• Designing future-state business processes and identifying technology requirements
• Tips for researching and evaluating system options
• Due diligence, contract review, negotiation, and purchasing tips
  • Best practices for implementation and successful adoption

Who Should Attend

• C-level executives who will be sponsoring and financing a new ERP or CRM system purchase
• Mid-level managers and key staff who will use a new ERP or CRM software system

Presenter

Scott Holter | CPIM, Director Meaden & Moore

Scott has spent more than 25 years in manufacturing and technology consulting, working with manufacturers and distributors of all sizes across many industries. He has extensive experience with multiple enterprise software applications, not only assisting clients with evaluating and selecting software, but also improving the utilization of their existing software. He has led dozens of projects to evaluate, recommend and select enterprise software in a way that maximizes their investment. In that time, Scott has reviewed, evaluated and audited more than 100 different enterprise software products.

Scott takes a holistic approach to consulting with manufacturing companies. He helped several companies craft and realize a vision for simplifying and melding companies’ enterprise software initiatives with their lean manufacturing, quality improvement, and traceability initiatives.

When Scott works with clients to improve enterprise software utilization or select new software, he brings significant, hands-on manufacturing experience to the process. Prior to beginning a consulting career in 1999, Scott spent more than 12 years in manufacturing operations holding positions as an industrial engineer, production planner and scheduler, plant manager, and vice president of operations. He was employed by two global, multinational corporations as well as two small, privately-held companies across a variety of industry segments. In 2016, Scott designed and led the development of M&M Business Solutions’ ERP Navigator™ tool and framework for enterprise software lifecycle management. M&M Business Solutions brings this framework to all of its engagements.

Since 2016, Scott has been a frequent guest speaker at industry events sponsored by MRC, MAGNET, Catalyst Connection, Fastlane, the NWIRC, and Manufacturing Works.

Scott holds a BS in Industrial Engineering and Operations Research from Cornell University and an MBA from Case Western Reserve University. He has been APICS certified since 1991 and taught the APICS CPM certification program from 1995 through 2016.

About Meaden & Moore

Meaden & Moore is a 105 year-old accounting and consulting firm headquartered in Cleveland. The M&M Business Solutions division serves clients in the areas of operations management, business strategy, and information technology. M&M Business Solutions has become one of the Top 5 ERP and CRM software package independent consulting firms in the Eastern half of the United States.

M&M Business Solutions does not align or partner with any particular ERP or CRM software company. We do not sell any software nor does it take commissions or finders fees from the software industry. We work for and serve only our clients.

Questions? Contact Nicole Pierce at (484) 655-4873 or nicole.pierce@mrcpa.org