ERP
ERP implementations are among the most ambitious initiatives an organization can undertake. They promise streamlined processes, better data, and improved decision-making — but too often, they go over budget, fall behind schedule, or fail to deliver value. The truth is: ERP projects rarely fail because of technology alone. They fail because
ERP implementation
An ERP rollout is often compared to a marathon, not a sprint. Many beginners think once the system is “installed,” the project is done. In reality, ERP implementation is a structured journey with multiple phases — and each one requires attention not just to technology, but also to people and processes.
Microsoft Dynamics 365 Finance
When people first log into Dynamics 365 Finance & Operations (now split into Finance and Supply Chain Management), they often get lost. The system looks huge, with hundreds of menus, modules, and terms like legal entities, business units, dimensions, and master data flying around. This post breaks down the core
Microsoft Dynamics 365 Finance
When people hear the word ERP, they often think of complicated IT projects, long implementations, and expensive software. Some even believe ERP is “just accounting software.” The truth is much broader: ERP (Enterprise Resource Planning) is the backbone of how modern companies run their business. If you’re a manager,
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Microsoft introduced a new User Security Governance (USG) feature starting with version 10.0.43 (preview). While the technical setup is owned by IT, its true impact is on governance, compliance, and cost control. Here are 10 key points to understand from a business perspective — for CFOs, project managers, and
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Certifications are not everything — but they provide structure, credibility, and a consistent way to evaluate skills. * If you're a consultant, they give you a roadmap for upskilling. * If you're a CFO or project manager, they help you validate the competence of the people touching your ERP.
Intercompany
Introduction Dynamics 365 Finance offers powerful intercompany capabilities that can significantly reduce manual work and errors across legal entities. Features such as automatic journal entries, intercompany purchase orders, invoices, and even payment journals can streamline processes, improve traceability, and ensure better correspondence between entities. But before enabling intercompany transactions, it’
Security
Security is more than “who can click what.” These ten decisions prevent audit pain, workflow failures, and licensing surprises. 1) Optimize licensing (right-size by usage, not by title) Design roles with the lowest-cost license that still covers the required actions. Separate workflow approvers/readers from daily transaction users: * Approvers / reviewers
D365 Finance
If a D365 Finance go-live fails, the root cause is rarely “the system.” It’s usually cutover discipline: unclear owners, missing timings, no rollback, and no throughput data. Here’s the two-rehearsal playbook I use to prevent that. Outcome: two full dress rehearsals with measured timings, clear RACI, signed acceptance
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Most ERP projects don’t fail because of technology. They fail because governance is treated as a formality rather than an operating system. Roles exist on paper. Escalations are unclear. Decisions drift. Accountability softens. From hands-on experience in large-scale ERP and Dynamics 365 transformations, weak governance is one of the
Data migration
When finance leaders think of ERP projects, they often underestimate one of the most critical success factors: data migration. It’s easy to see migration as “just a technical task.” But the truth is, it has massive implications for finance, reporting, operations, and even external stakeholders. Leave it to the
Dynamics 365 Finance
Production deployments are high-stakes moments in any ERP project. A single misstep can lead to downtime, data inconsistencies, or loss of business confidence. The goal isn’t just to move code and configuration into production — it’s to do so smoothly, safely, and with full business alignment. Below are proven