Webinar: Have You Outgrown Your Systems? When to Replace Your ERP, CRM, and Enterprise Platform
At some point, the issue is no longer how the system is being used — it’s that the business has outgrown it.
As organizations grow, systems that once worked begin creating operational friction: reporting delays, disconnected data, increasing manual work, and limited visibility into performance. Many leadership teams recognize the problem but struggle with whether to optimize, integrate, or replace their ERP or CRM platform.
This session provides a practical framework to help organizations confidently determine when a system change is necessary and how to approach a software decision before engaging vendors.
Rather than focusing on specific software products, this discussion focuses on business decision-making, operational alignment, and avoiding costly system selection and implementation mistakes.
What you’ll learn:
- Warning signs your organization has outgrown its current systems
- When hiring staff is compensating for system limitations
- How to decide between optimization, integration, or replacement
- How to define requirements before contacting software vendors
- How to objectively evaluate ERP and CRM solutions
- What companies often miss when estimating implementation and long-term ownership costs
- Steps to move from planning to successful implementation
Who should attend:
- Owners / Presidents
- CFOs, Controllers, Finance Leaders
- COOs, Operations Leaders
- IT Leaders supporting manufacturing/distribution operations
- PE-backed portfolio company leadership teams
Presenter: Scott A. Holter, CPIM Director, Advisory Services | Meaden & Moore
Scott Holter has more than 25 years of experience helping manufacturers and distributors evaluate, select, and better utilize enterprise systems. He has led dozens of ERP and software selection engagements and has reviewed over 80 different platforms, guiding leadership teams in aligning technology decisions with operational and financial goals.
