Webinar – Using Your Systems as Intended: Best Practices for ERP and CRM Utilization

Many organizations already own capable business software — but over time, teams begin relying on spreadsheets, manual processes, and one-off workarounds outside the system. The result is slower reporting, duplicated effort, inconsistent data, and limited confidence in the numbers.

Before considering a costly software replacement, organizations should first evaluate whether their current systems are being used effectively.

Join Meaden & Moore for an executive-level session focused on improving how ERP and CRM systems support sales, engineering, operations, supply chain, and accounting. We will discuss how to align processes across departments, reduce manual effort, and improve visibility into business performance by using systems as intended.

This session is designed to help leadership teams improve operational clarity and reporting reliability without immediately replacing their existing platforms.

What you’ll learn:

• Why systems become underutilized over time
• Best practices for using ERP and CRM platforms as intended • How misaligned processes create reporting and operational risk
• How to identify high-impact areas for process improvement and automation
• When optimization is sufficient — and when it is not

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.