ERP and systems

Identify the right ERP, replace a legacy product, or get your ERP implementation back on track with senior leadership that has done it before.

Guidance from requirements analysis to selection and through go live for your ERP implementation.

Your ERP is end-of-life, or you've outgrown it
You're facing the task of identifying an ERP or replacing your legacy ERP
Your implementation is behind schedule or over budget
A new CFO or CIO wants an independent review before the next renewal

Reply within one business dayBaltimore, MD · nationwide

No cost, no obligation

Let us show you how we think

Tell us where things stand. We will follow up to schedule a 30 minute call with a senior consultant, not a salesperson.

What we do

From the first requirement to a clean go-live.

Assessment and requirements

Current state review and requirements development that deals with the pain points your team is experiencing.

Vendor selection

Long and short lists, RFI/RFP, scripted demos and scoring, reference checks.

Business case and contract

TCO, build vs. buy vs. upgrade, and pricing and contract negotiation support.

Implementation leadership

Project management so you get what you paid for and your technology vendor is held accountable.

Legacy system replacement

Planning and running the move off an unsupported or end-of-life system without disrupting the business.

Project rescue

When an implementation isn't going the way you expect, we get to the root cause and put a strategy in place to get it back on track.

Who we work with

Any industry where a systems decision carries real consequences.

We typically work with CFOs, CIOs, COOs, controllers and PE operating partners. Our sectors run from education to financial services, and we take on any industry.

The introductory conversation

Three steps, one clear next move.

You share the situation

A short form. Where your systems stand, what matters most, and what has already been tried.

We talk for 30 minutes

A senior consultant who has led this work before, not a salesperson. We get a clear view of the problem and whether we can help with it.

We hold a working session

If we can help, we run a 1 to 2 hour immersion at no cost. From that we give you the recommendation, the risks, and a price.

Results

An education group replaces an unsupported ERP and carries the implementation through to the end.

The situation

An education company with about 1,500 employees was operating roughly 45 trade and healthcare schools on a legacy, on-premise ERP that was no longer supported. It needed to select a new ERP platform and implementation partner, then carry the implementation through to completion. Leadership did not believe the organization had the internal expertise to ensure success on such an important, strategic initiative.

What we did

We assessed the client's current-state processes and developed requirements that went beyond replicating existing functionality to address the pain points its teams faced every day. We translated those requirements into an RFP and led the client's teams through a structured evaluation of NetSuite, Microsoft Business Central and Sage Intacct, reaching a confident decision on both platform and implementation partner within three months. We then served as the client's project management lead throughout the implementation, managing the effort and holding the vendor accountable to scope, schedule and quality.

The result

The client successfully completed its ERP implementation. Its teams now operate with new, documented processes designed around how they want to work, rather than around the limitations of the old system.

“Wolbert Consulting Group is my go-to partner for aligning strategy with tactics and execution. Collaborating with Bryan and his team has consistently provided me with clarity, control, and well-crafted execution.”

Rich, Chief Technology Officer

Let us take a look before the next decision gets more expensive.

The conversation is free, candid, and specific to your systems. If we are not the right fit, we will say so.

Wolbert Consulting Group

Baltimore, MD

443.807.0345 · info@wolbertconsulting.com

No cost, no obligation

Let us show you how we think

Tell us where things stand. We will follow up to schedule a 30 minute call with a senior consultant, not a salesperson.