ERP Advisory Services

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While many of our customers approach us knowing what they need and have an existing ERP strategy they are mapping to, many do not. With the recent advancements in technology, the wide array of ERP systems, sub-systems, and modules available, along with increasing expectations on companies' digital capacity, many organizations are at the point they are unsure of what to do next. This is where the RubinBrown ERP advisory services team can help. As experienced ERP consultants, we will assess your current utilization of technology, identify pain points and opportunities, and help to create a longer-term ERP strategy for technology change and adoption.

Our ERP advisory consultants have the industry experience and expertise to guide you through the process of selecting the right ERP software solutions for your unique business needs. We understand that implementing an ERP system is a complex undertaking, and our goal is to help you maximize the potential of your enterprise resource planning investment while minimizing the risks associated with the selection and implementation process.

Whether you're considering a new ERP system, looking to optimize your existing ERP software, or need assistance with ERP project management, our ERP advisors group is here to support you every step of the way. We'll work closely with you to develop a comprehensive ERP strategy that aligns with your business objectives and sets you up for long-term success.


RubinBrown's ERP consultants bring deep knowledge and extensive experience with successful ERP projects. As part of this experience, we understand the importance of selecting the right ERP software to implement and what needs to be done to successfully put this new technology to work.

Matching your business needs to ERP software capability is one piece of the puzzle, but a proper ERP selection process includes far more than a simple requirements assessment. Our ERP advisory services ensure that your selected ERP system not only meets your current and future needs but also evaluate from a perspective of what will bring realizable benefit and ROI to your organization. This includes considering your larger software architecture and integrations, data needs, business processes, and most importantly, the user community that will be benefiting from implementing a new ERP solution.

Whether you are replacing a single full-suite ERP software, multiple systems or instances, or specific modules including Customer Relationship Management (CRM), Human Capital Management (HCM/HRMS), Supply Chain Management (SCM), Warehouse Management (WMS), Enterprise Performance Management (EPM), or the like, RubinBrown's ERP selection approach will guide you to finding the ideal ERP software solution.

Our proven and unique KnowledgePath methodology is just that, a methodology — not a template. It puts the focus on your business and your customers for a successful outcome that makes your company more productive, efficient, agile, profitable, and competitive. Our Customer Success Program, which is woven into the KnowledgePath methodology, mitigates the risk points all businesses face when going through an ERP implementation or technology transformation.

As independent ERP consultants, we have the industry experience and expertise to help you navigate the complex landscape of ERP software vendors and solutions. Our ERP advisors group will work closely with you to understand your unique business requirements, identify the best ERP software options for your organization, and guide you through the entire selection process to ensure a successful outcome.

Business meeting-Software validation


Our timing and processes are unique, and our approach is not "one-size-fits-all." If you have selected or are leaning towards a new ERP software application, our ERP advisory services can help to verify and validate your system of choice before you commit. In the rare case that the verification process reveals the ERP software won't be able to deliver on your needs as originally thought, you have saved the time, cost, and risk of choosing the wrong ERP solution.

As experienced ERP consultants, we utilize our validation tools and methodology to give you the peace of mind to know if the chosen ERP software can indeed deliver as promised. Our ERP advisors group assesses the features and functions of the ERP software program to confirm that it operates as documented. We also look beyond functional scope to help validate that the ERP software will fit within the culture of your organization and meet your needs for flexibility, scalability, and technical fit. Without documentation of a proven, successful validation, the ERP software and implementation process you choose could seriously hinder your company's ability to service your customers.

Our consulting team understands the critical role that software vendor validation plays in the success of your ERP implementation project. We have the industry experience and expertise to thoroughly evaluate ERP vendors and their software solutions, ensuring that you make an informed decision that aligns with your business requirements and long-term goals.


Finding the perfect ERP software that matches your functional requirements doesn't automatically equate to a wise business investment. Given the high costs associated with enterprise resource planning solutions, it's crucial to conduct a thorough analysis to confirm that the benefits will surpass the investment. Moreover, it's important not to overlook the intangible costs that might impact the overall value of the software to your business.

As part of our ERP advisory services, our ERP consultants can help you develop a comprehensive business case justification for your ERP implementation project. We understand that justifying a transformation initiative, especially for a mid-sized business, does not need to be a complex task. At RubinBrown, our team of advisors group dives only to the level needed to rationalize an ERP software purchase so you can move forward quickly and confidently with your ERP implementation.

By leveraging our industry experience and expertise in ERP software solutions, we can help you build a strong business case that demonstrates the value of your ERP investment to key stakeholders and decision-makers. Our advisory team will provide you with the insights and support you need to justify your ERP implementation and secure the necessary resources and funding.


Finding the right ERP software is critical, but equally important is selecting the right ERP implementation partner(s) and technical resources for your ERP project. Often referred to as Value Added Resellers (VARs) or System Integrators (SIs), this decision can be as crucial as finding the right software.

As experienced ERP advisory consultants, RubinBrown's evaluation model helps identify critical success factors in your ERP implementation partner selection and evaluates available firms. Our ERP consultants consider aspects such as fees, resource availability, geographical constraints, methodology, and past ERP projects. We also assess if direct ERP vendor resources, specialized groups, or independent ERP consultants are needed to fill technical gaps and help coordinate all project resourcing.

Choosing the right ERP implementation consultant is essential to the success of your ERP project. Our ERP advisors group has the industry experience and expertise to guide you through the selection process, ensuring the best fit for your organization's specific needs and requirements.



RubinBrown's ERP advisory services team will work closely with your procurement and legal teams to help secure peace of mind that you have acquired the ERP software solution you need at a fair cost and with reasonable terms. As experienced consultants, we help navigate negotiations across ERP vendors, resellers, as well as integration and other third-party technical firms needed for a successful ERP implementation.

Our Business Advisory Services group understands that negotiations involve ensuring you do not sacrifice functionality for cost and understanding the longer-term ROI potential of your ERP purchase. We also recognize that your ERP vendor will become a partner to your organization, and maintaining a positive relationship with your vendor during the negotiation process is important.

When it comes to software procurement and negotiation, our team brings a wealth of industry experience and expertise to the table. We have a deep understanding of the ERP software market and can help you navigate the complex landscape of ERP vendors, licensing models, and pricing structures.

partner negotiation
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