A CFO’s guide to ERP transitions

Enterprise resource planning (ERP) transitions often fall short when finance, treasury, and operational needs are defined too late. This guide helps finance leaders prepare earlier, ask better questions, and use the transition to improve how work gets done across the enterprise.

Prepare for successful enterprise resource planning transformation

An ERP transition can be a rare opportunity to improve how work gets done across the enterprise. But when teams move too quickly from system demos to implementation planning without defining priorities or mapping the work, they risk carrying today’s inefficiencies in a new platform.

This guide highlights the common pitfalls that prevent ERP changes from being as successful as possible, with practical questions and planning considerations to help finance leaders shorten the path to a system that truly modernizes finance work.

Inside this guide, you’ll find:

Operational priority prompts

Workflow mapping prompts to uncover inefficiencies and improvement opportunities.

Financial integration opportunities

Banking connectivity considerations for payments, receivables, controls, and integration.

Project leadership guidance

Guidance on building the right project team to ensure strong stakeholder communication and deadline setting.

ROI evaluation framework

ROI modeling practices to help evaluate costs, trade-offs, and business value.

Featured insights with industry expertise

Tap into insights designed to help you navigate today’s decisions and tomorrow’s opportunities.

Treasury Management & Payments

How businesses build operational excellence

In the second article of this series, we illustrate how digital payment systems deliver concrete benefits beyond efficiency by building operational resiliency and remain agile.

Read More

Treasury Management & Payments

Unpacking the trends behind the digital payment revolution

Download this white paper for key consumer trends behind the shift to digital payments and what it means for business strategy, customer retention, and operational efficiencies.

Read More

Treasury Management & Payments

What the U.S. government phasing out paper checks means for your payment strategy

Organizations needing to shift payment practices to comply with the new executive order also have an opportunity to modernize payments and improve cash flow.

Read More

The information provided in this document is intended solely for general informational purposes and is provided with the understanding that neither Huntington, its affiliates nor any other party is engaging in rendering financial, legal, technical or other professional advice or services, or endorsing any third-party product or service. Any use of this information should be done only in consultation with a qualified and licensed professional who can take into account all relevant factors and desired outcomes in the context of the facts surrounding your particular circumstances. The information in this document was developed with reasonable care and attention. However, it is possible that some of the information is incomplete, incorrect, or inapplicable to particular circumstances or conditions. NEITHER HUNTINGTON NOR ITS AFFILIATES SHALL HAVE LIABILITY FOR ANY DAMAGES, LOSSES, COSTS OR EXPENSES (DIRECT, CONSEQUENTIAL, SPECIAL, INDIRECT OR OTHERWISE) RESULTING FROM USING, RELYING ON OR ACTING UPON INFORMATION IN THIS DOCUMENT EVEN IF HUNTINGTON AND/OR ITS AFFILIATES HAVE BEEN ADVISED OF OR FORESEEN THE POSSIBILITY OF SUCH DAMAGES, LOSSES, COSTS OR EXPENSES.

Third-party product, service and business names are trademarks/service marks of their respective owners.