---
title: ERP Implementation: Know the Plan, Process, Budgeting, Training and More
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#  ERP Implementation: Know the Plan, Process, Budgeting, Training and More 

 Last Reviewed: March 4, 2026  18 min read [No comments](https://www.selecthub.com/enterprise-resource-planning/whats-best-way-implement-erp/?noamp=mobile#respond) 

[ ![Khaleel Hayes](https://www.selecthub.com/wp-content/uploads/2020/07/Khaleel-96x96.jpg) ](https://www.selecthub.com/author/khaleel-hayes/) [Written by Khaleel Hayes](https://www.selecthub.com/author/khaleel-hayes/) 

Technical Content Writer 

[ ![Hunter Lowe](https://www.selecthub.com/wp-content/uploads/2023/11/cropped-Hunter-Headshot-96x96.jpg) ](https://www.selecthub.com/author/hunter-lowe/) [Edited by Hunter Lowe](https://www.selecthub.com/author/hunter-lowe/) 

Content Editor 

[ ![Lisa Anderson](https://www.selecthub.com/wp-content/uploads/2022/08/Lisa-Anderson-96x96.jpg) ](https://www.selecthub.com/author/lisa-anderson/) [Contributions by Lisa Anderson](https://www.selecthub.com/author/lisa-anderson/) 

Manufacturing & Supply Chain Strategist, [ Thought Leader](https://www.selecthub.com/thought-leaders/) 

[ ![David Dozer](https://www.selecthub.com/wp-content/uploads/2019/07/David-Dozer-1-96x96.png) ](https://www.selecthub.com/author/david-dozer/) [Contributions by David Dozer](https://www.selecthub.com/author/david-dozer/) 

Expert Contributor, [ Thought Leader](https://www.selecthub.com/thought-leaders/) 

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Table of Contents

Explore the ERP Hub

What's your top priority today?

* [Learn](#)  
   * [What is ERP?](https://www.selecthub.com/category/enterprise-resource-planning/)  
   * [Benefits of ERP](https://www.selecthub.com/enterprise-resource-planning/why-erp-systems-are-important/)  
   * [SaaS vs. Traditional ERP](https://www.selecthub.com/enterprise-resource-planning/whats-the-difference-between-traditional-and-saas-erp/)  
   * [Hybrid ERP](https://www.selecthub.com/enterprise-resource-planning/adopt-hybrid-erp/)  
   * [ERP vs MRP](https://www.selecthub.com/enterprise-resource-planning/mrp-and-erp-differences-between-systems/)  
   * [ERP vs CRM](https://www.selecthub.com/enterprise-resource-planning/difference-between-erp-and-crm/)  
   * [ERP Features](https://www.selecthub.com/enterprise-resource-planning/erp-capabilities-list/)  
   * [ERP System Examples](https://www.selecthub.com/enterprise-resource-planning/erp-examples-features-platforms/)
* [Plan](#)  
   * [ERP Software Selection 101](https://www.selecthub.com/enterprise-resource-planning/erp-selection-criteria-checklist/)  
   * [ERP Justification](https://www.selecthub.com/enterprise-resource-planning/erp-justification/)  
   * [ERP Evaluation](https://www.selecthub.com/enterprise-resource-planning/key-erp-evaluation-and-functionality-criteria/)  
   * [ERP Requirements](https://www.selecthub.com/enterprise-resource-planning/erp-requirements-checklist-cheat-sheet/)  
   * [ERP Cost](https://www.selecthub.com/enterprise-resource-planning/erp-cost/)  
   * [ERP RFP Guide](https://www.selecthub.com/enterprise-resource-planning/erp-rfp-template-guide/)
* [Compare](#)  
   * [Best ERP Software](https://www.selecthub.com/c/erp-software/)  
   * [Best Free ERP](https://www.selecthub.com/enterprise-resource-planning/free-erp-software/)  
   * [Best ERPs for SMBs](https://www.selecthub.com/enterprise-resource-planning/erp-for-smb/)  
   * [Best Open-Source ERPs](https://www.selecthub.com/enterprise-resource-planning/pros-cons-open-source-erp-software/)  
   * [Best Production Planning Software](https://www.selecthub.com/enterprise-resource-planning/features-requirements-production-planning-software/)  
   * [ERP Alternatives](https://www.selecthub.com/enterprise-resource-planning/erp-alternatives/)  
   * [NetSuite Competitors](https://www.selecthub.com/enterprise-resource-planning/netsuite-competitors-alternatives/)  
   * [SAP vs. Oracle](https://www.selecthub.com/enterprise-resource-planning/oracle-erp-and-sap-erp/)  
   * [Salesforce vs. SAP](https://www.selecthub.com/customer-relationship-management/salesforce-and-sap/)  
   * [Epicor vs SAP vs Infor ERP](https://www.selecthub.com/enterprise-resource-planning/epicor-and-sap-and-infor-erp-comparison/)  
   * [Epicor vs NetSuite](https://www.selecthub.com/enterprise-resource-planning/epicor-and-netsuite/)  
   * [ERP Demo Best Practices](https://www.selecthub.com/enterprise-resource-planning/erp-software-demo-best-practices/)
* [Launch](#)  
   * ERP Implementation  
         * [What is ERP Implementation?](#What%5Fis%5FERP%5FImplementation "What is ERP Implementation?")  
         * [Implementation Failures](#Implementation%5FFailures "Implementation Failures")  
         * [Software Selection](#Software%5FSelection "Software Selection")  
         * [Assemble a Team and Create a Plan](#Assemble%5Fa%5FTeam%5Fand%5FCreate%5Fa%5FPlan "Assemble a Team and Create a Plan")  
         * [Budgeting](#Budgeting "Budgeting")  
         * [Data Migration](#Data%5FMigration "Data Migration")  
         * [Training](#Training "Training")  
         * [System Testing and Go-Live](#System%5FTesting%5Fand%5FGo-Live "System Testing and Go-Live")  
         * [Post-Go-Live Tasks](#Post-Go-Live%5FTasks "Post-Go-Live Tasks")  
         * [Final Thoughts](#Final%5FThoughts "Final Thoughts")  
   * [ERP Integration](https://www.selecthub.com/enterprise-resource-planning/best-erp-software-integrations/)  
   * [ERP Success Stories](https://www.selecthub.com/enterprise-resource-planning/erp-case-study/)

  
<?xml encoding="utf-8" ?>

The implementation of ERP requires more planning and budgeting than a wedding. Just like marriage, without proper preparation and planning, it often ends in failure. Whether you’re an [ERP software](https://www.selecthub.com/erp-software/) veteran upgrading your current system or a newcomer, it’s no question that the process is intense.

[Compare Top ERP Software Leaders](https://pmo.selecthub.com/top-erp-software-site-vers/)

Fear not — this article walks you through the ins and outs of implementation, including steps to take, how to avoid failure and insights from industry thought leaders.

## What is ERP Implementation?

An ERP system implementation is the process of gathering your business’ requirements, selecting software, choosing a deployment option, migrating data, training users, going live and managing support. These steps are required to integrate an ERP system with your organization’s practices.

An organization may want to implement an ERP system for a variety of reasons, such as streamlining operations, reducing manual labor, improving customer satisfaction or unionizing business processes. Some of the industries that use ERP software are retail, [manufacturing](https://www.selecthub.com/category/manufacturing/), [distribution](https://www.selecthub.com/category/distribution/), pharmaceutical, technology, aerospace and defense, hospitality, [accounting](https://www.selecthub.com/category/enterprise-resource-planning/accounting/) and [construction](https://www.selecthub.com/category/construction-management/).

## Implementation Failures

Before we dive into the process, we need to confront an unfortunate fact: implementation of ERP systems often fail for numerous reasons:

* Going over budget
* Lacking the right implementation team
* Having unrealistic expectations
* Lacking a solid, practical plan
* And more.

David Dozer, president of Blaze IT, discussed with us in more detail about ERP implementation failure impacts:

![David Dozer]()

It seems like ERP failures are the hot topic right now in this space. Maybe that’s because they used to get swept under the rug, or maybe it’s just because there is more transparency in the industry now. The reason for failures is almost always due to a breakdown in the people part of the process. Sometimes the software really isn’t a fit, but that can be traced back to the sales process and unrealistic expectations being set. Other times the project is rushed to meet an arbitrary deadline and corners are cut. And then sometimes end-users aren’t trained appropriately. The root of failures can be traced back to some sort of mismanagement of the process. That’s why it’s important to have a third-party project manager as well as stakeholders from the business and the implementation partner.

David Dozer

President, Blaze IT

Dozer’s claims here lead us to another point, which is that failures can usually be traced back to a mistake. Unfortunately, there are many potential mistakes to be made.

Dozer explained, in his opinion, the most common mistakes:

![David Dozer]()

One of the largest mistakes I’ve seen ties back to the old joke that if you want something fast, cheap and high quality that you can realistically only get two out of the three. That doesn’t stop people from wanting all three, and it doesn’t stop some system integrators from touting that they can deliver on all three. And what this really boils down to is the mistake of mismanaged expectations. Everyone needs to know going into the project knowing realistically how long it will take and what the cost to do it right is going to be. 

The second biggest mistake is not taking ownership of the ERP system. I’ve seen businesses who when talking to the consultants will use the terminology ‘your software.’ It’s important to realize early on that when you purchase an ERP system, you need to own it as yours. It’s a set of tools that allow you to achieve what you want to accomplish. As long as the perception is that someone else is “in charge” of it then it will never be successful, and adoption will be low.

David Dozer

President, Blaze IT

On top of mismanaged expectations and lack of ownership, there are plenty of other potential mistakes we could add, but it’s more productive to talk about how to get ahead of them. Here’s a couple of ways to do that:

* Accept the up-front investment of time and money
* Include the end-users every step of the way
* Carefully gather your requirements, be selective with vendors and opt for an industry-specific solution (if applicable)
* Hope for the best and plan for the worst, especially in the areas of budgeting and maintenance
* Create a strong change management plan
* Communicate across all departments
* Ensure you have the executive team’s support
* Remain dedicated to leveraging your ERP system; don’t fall back on old business processes

Now that we’ve got the bad news out of the way, let’s dive into the ERP implementation steps.

[Get our ERP Software Requirements Template](https://pmo.selecthub.com/erp-requirements-template-site-vers/)

## Software Selection

The first step of the process is ERP software selection. We’ve developed a nine-step system called [Lean Selection](https://www.selecthub.com/miscellaneous/technology-selection/software-selection-tips/) that better guides the selection process so that you have at least two to three top vendors to pick and choose.

These Lean Selection steps are:

* Establish
* Collaborate
* Define
* Distribute
* Justify
* Prove
* Rank
* Negotiate
* Sign

To start, you need to establish why you need an ERP system and what your business goals in adopting the system are; this is otherwise known as requirements gathering. Though software selection technically comes before the implementation process begins, these objectives play an integral role and will form the rest of your ERP implementation process. Don’t take it lightly!

Our requirements templates can help you determine what you’re looking for in an ERP system and in turn, what software features to look for in a vendor. On top of features, you need to consider deployment methods, or whether you want a cloud-based, on-premise or a hybrid of both deployment options.

If you decide to go with a cloud-based ERP, that will change (and usually, simplify) the rest of the implementation process. A cloud-based ERP typically provides fewer customization options and has a lesser initial cost because they’re billed on a subscription basis.

David Haimes, senior director of product management at [Workday](https://www.workday.com/), discussed how cloud implementations are unique in an interview with SelectHub:

![David Haimes]()

The cloud has changed ERP implementations. There is no software to install, maintain or upgrade. It is simply a subscription and then the vendor will manage everything, including regular free updates containing new features and innovations. As such an implementation is no longer a one-off “big bang” project, but a continual process of evaluating the new features available, adopting them in your organization to realize value and open up new opportunities. 

The best organizations are continually improving their business processes and operational excellence by adopting the very latest technologies such as AI, Machine Learning or Blockchain which are delivered in business flows in the software and do not require data scientists, technology experts or more hardware to run on.

David Haimes

Senior Director of Product Management, Workday

Here are some [software selection criteria](https://www.selecthub.com/enterprise-resource-planning/erp-selection-criteria-checklist/) to consider leveraging during any and all stages of the selection process:

* Functionality and Ease of Use
* Vendor Viability
* Technology
* Cost
* Support and Training
* Industry Expertise
* Implementation

[Select the Right Software with the Free Lean Selection Book](https://pmo.selecthub.com/lean-selection-book/)

## Assemble a Team and Create a Plan

Now it’s time for some project management tasks. The implementation plan is the most important part of the process and requires great attention to detail. As for the implementation team, you should exercise just as much care in selecting the members. Here are some examples of roles to be filled:

* Project manager
* The executive sponsor
* Implementation partner
* End-users
* Functional team members from your organization’s IT, finance and manufacturing departments
* Data Scientist, if necessary
* Project stakeholders

The implementation team should have members from across your organization, making sure to include all involved departments or individuals using the software. It’s very important to include end-users.

After assembling your team, you can design your [change management plan](https://www.thechicagoschool.edu/insight/business/6-steps-to-developing-a-change-management-plan/). In addition, you’ll want to create a [timeline](https://blog.datixinc.com/blog/how-long-does-erp-implementation-take) for the implementation of ERP, which can take anywhere from a couple of months to a couple of years to complete.

Your change management plan should account for tasks such as data migration, system testing, cost forecasting, end-user training and measuring ROI when the project is finished. It should also set guidelines for communication, how to handle system downtimes or any other foreseeable issue that comes as a result of managing a transition at your organization.

[Laurie McCabe](https://lauriemccabe.com/), cofounder and partner at SMB Group, relayed her insights on a successful ERP implementation to SelectHub:

![Laurie McCabe]()

Make sure you have a very clear contractual agreement with the vendor so you understand what your contract includes in terms of solutions and support — and what it doesn’t. Know how long implementations similar to your own take so that you’ll create a realistic timeline. Determine your top goals, and stay on track to get the solution fully operational to address these first, instead of trying to cover too much ground at once. Get input from the people that are going to be using the solution early on the process. Identify the most important KPIs for these areas upfront, and create the reports you need to measure how well you’re doing as the company becomes productive with the system. At the same time, you should also develop a roadmap for the next set of priorities and make sure that as you roll out new functionality, it works well with what you’ve already deployed.

Laurie McCabe

Cofounder and Partner, SMB Group

This is a great overview of items to consider when creating your implementation plan. Next, we’re going to get a little more technical.

[Get our ERP Software Requirements Template](https://pmo.selecthub.com/erp-requirements-template-site-vers/)

Another choice you need to make at this point is whether you’d like to do an [agile or waterfall method](https://www.guru99.com/waterfall-vs-agile.html) for the implementation. Dozer explained why he favored the traditional waterfall approach:

![David Dozer]()

One of the recent trends is the touting of using Agile for the implementation of ERP. In my career, I’ve worked on hundreds of ERP implementations. But I also spent time as the Product Manager for a tier 2 ERP, and in my time there I worked with the development team to switch from a traditional waterfall methodology to using Agile. So I have some experience in both arenas. 

My concern with this trend in the implementation space is that it’s being thrown around more as a buzzword and marketing tactic by firms to try to give the illusion that it’s going to make the process easier than it really is. And I feel like that is just setting businesses up for failure.

Implementing a new ERP is comparable to building a house. You need to have a floorplan, then dig a hole, pour a foundation, frame it, run electrical etc… Implementing an ERP isn’t any different. I don’t see telling a homebuyer to set a minimal viable product for the move-in date and then you’ll try to work in any smaller features as time permits. You shouldn’t do that with an ERP implementation either. If something like having all your product routings set up for manufacturing is important, then it’s important and needs to be done. That’s not to say that Kanban or SCRUM can’t be used as tools to implement ERP, but that’s not 100% agile. On the other hand, post-go-live I think Agile is a creative way to manage your continuous improvement initiatives as it is flexible and lets you work in new features and functionality when it makes the most sense.

David Dozer

President, Blaze IT

We’ve compared ERP implementation to planning a wedding and Dozer has compared it to building a house. Notice a theme yet? A well-thought-out plan is critical for success, but our next step, budgeting, is of equal importance.

[ERP Research and Reports](https://www.selecthub.com/category/enterprise-resource-planning/#reports)

## Budgeting

It’s time to confront the dreaded question: how much does an ERP cost? This solution can cost anywhere from a few hundred dollars to hundreds or thousands of dollars.

However, ERP implementation costs are famous for going over budget. To prevent going over-budget, When you arrive at a number you’re comfortable with, it’s wise to go a little bit higher. That’s because ERP implementations are at risk of a myriad of hidden or unforeseen costs, such as maintenance issues or overtime pay for employees.

McCabe provided examples of common hidden fees:

![Laurie McCabe]()

Sometimes people do a good job of accounting for all of the hard costs associated with deploying ERP, but neglect or underestimate the soft costs — such as the time and resources involved in determining if how you need to change your existing business processes to get the best outcomes with the new solutions and training to get users productive on the new system. Unfortunately, there are also too many instances where ERP buyers believe that functionality that they thought were included in the contract turn out not to be.

Laurie McCabe

Cofounder and Partner, SMB Group

But hidden costs aren’t the sole culprit for exceeding your ERP implementation budget.

Lisa Anderson, founder and president of [LMA Consulting Group](https://www.lma-consultinggroup.com/), expressed the importance of setting a healthy budget with SelectHub.

![Lisa Anderson]()

Undoubtedly, 90% \[or more\] of ERP projects go over budget. I always warn clients of the assumptions that go into the ERP budget because it is the assumptions that change … We estimate at least 20% more conservatively than the most conservative estimate, and it is typically still challenging to stick to the budget. 

The problem is whether the client is willing to accept what will occur upfront. Thus, we have the conservations upfront and recommend budgets but inevitably, if the client budgets less than recommended, they will call later with these concerns.

Beyond the scope of what the client thinks they will do versus the ERP supplier, the other items that pop up include additional time spent on data, reviewing design decisions (setups/ configurations for how they will work best to deliver key business requirements) and additional process support (aligning the people, process and systems).

Unfortunately, some clients do not think they can afford to invest in process support upfront; however, they end up investing more by not planning for this upfront. It is a tough situation because it is an expensive proposition; however, since it will dictate your business success for years to come, we recommend taking the conservative approach and invest additional upfront so that you are one of the select few to succeed.

Lisa Anderson

Founder and President, LMA Consulting Group

Take it from the experts: when it comes to your ERP implementation budget, you should hope for the best and plan for the worst.

## Data Migration

Congratulations! You’ve made it to the data migration step. It’s finally time to put that carefully devised ERP implementation plan into action.

Data is the backbone of every ERP system. With that being said, [data migration](https://www.selecthub.com/professional-services/data-conversion-cleansing/) requires you to be meticulous. Mistakes made at this point can lead to serious consequences down the road of your implementation or post-go-live. For example, data issues can lead to misinformation concerning your available inventory. Incorrect inventory data can disrupt your supply chain, decrease your customer satisfaction and more.

The data migration period is often when implementations fail or go over budget. In fact, Shelly Gore, CEO and co-founder at [A Bigger View](https://www.abiggerview.com/), conversed with SelectHub about pesky ‘hidden costs’ like data migration.

![Shelly Gore]()

The biggest ‘hidden costs’ I have seen in ERP projects is underestimated the need for data clean up and transformation. Too often an organization will try to make their new ERP system fit their old data and processes. Be brave and archive as much as possible to avoid this cost.

Shelly Gore

CEO and Co-Founder, A Bigger View

As Gore mentioned, you should do a ‘spring cleaning’ of your data to get rid of duplicates and any unnecessary information. Data clean up and migration is known to be a mundane task that can become very complicated. Oftentimes, organizations hire a data scientist or a professional to assist in the process – especially when they don’t have an IT team or they know their data is a mess.

[Compare Top ERP Software Leaders](https://pmo.selecthub.com/top-erp-software-site-vers/)

## Training

At this point in the ERP implementation methodology, it’s time to start training the end-users (if you haven’t already).

We’re going to caution you on implementation failure one last time; if users aren’t properly trained on how to use the system, the whole project and your efforts will have been pointless. Poor training will likely lead to a delayed failure that slowly reveals itself over time, with users never becoming fully acquainted with the system.

The same risks are posed for those who don’t continue training post-live; ERP software is complex, and any system upgrades will certainly require additional education.

Anderson stressed the importance of holistic user training:

![Lisa Anderson]()

One of the most important items to consider is whether your users understand how the system fits in with their day-to-day tasks. Going live is much more than knowing how to enter a purchase order or a sales order. Instead, it is knowing how to handle daily situations that arise . . . In many situations, so much money is spent that the project team strongarms users by saying they are “resistant to change” or that they must follow “best practice” when the reality is that they don’t understand how they will perform a vital part of their responsibilities. Then on go-live, it all blows up because the user was right.

Lisa Anderson

Founder and President, LMA Consulting Group

Unfortunately, user training isn’t usually straightforward. Customized, role-based training that works with the individuals’ learning needs is the best way to ensure that users will truly understand how to leverage your ERP system. This requires some evaluation of the end-users to properly execute.

There are several different courses you could take in your training method. Many software vendors offer training programs, from in-person sessions to e-learning webinars. If offered, training programs can be an additional cost or an included tool. This is something that you should discuss with potential vendors during your software selection process.

Alternatively, you could take the [train-the-trainer](https://www.wise-geek.com/in-training-what-does-train-the-trainer-mean.htm) route, but Anderson cautioned that it won’t work as a standalone training method:

![Lisa Anderson]()

. . . If you are assuming that your core team will follow a train-the-trainer approach, it is probably unrealistic. Although every project team wants to use train-the-trainer, it isn’t a realistic goal for 100% of the process. The devil is in the details, and they will require additional deep dives to determine how to use the system to meet the specific business requirements. In our ERP selection projects, we refuse to estimate with 100% train-the-trainer because we know it is unrealistic . . .

Lisa Anderson

Founder and President, LMA Consulting Group

In summary, a combination of various methods is the most effective and convenient approach to end-user training. You’ll need to assess your organization to decide what that combination will be.

[Select the Right Software with the Free Lean Selection Book](https://pmo.selecthub.com/lean-selection-book/)

## System Testing and Go-Live

It’s finally the day we’ve all been waiting for: your new ERP system is going live!

Nevertheless, try not to get ahead of yourself, and resist the temptation to rush through this step. You still have work to do.

You need to plan for system testing to run through before and after the official launch. You’ll also need to prepare your organization for system downtime. Remember: you won’t have any working software during the go-live transition.

The system test should make you feel confident that the software’s interfaces and functionalities are responsive, able to process your company data and ultimately perform according to your requirements. You should test the system using real-life scenarios, and ensure that your integrations connect properly. Don’t forget to include the end-users in this step.

When it comes to the official launch or system deployment, you have a few methods to pick. The most popular are [big bang and phased](https://lumeniaconsulting.com/en/insights/blogs/big-bang-versus-phased-erp-implementations) approaches. Consistent with other guidance in this article, it’s advised to take the phased approach, which allows you to deploy the system one step at a time.

![Shelly Gore]()

Gore asserts that point, “An ERP plan should be phased wherever possible. Too often there is an assumption that one big cutover is necessary — like a light switch turning on. It is much better to have small, measurable successes that build confidence within the organization for next steps.

Shelly Gore

CEO and Co-Founder, A Bigger View

## Post-Go-Live Tasks

Not so fast – this process doesn’t end when the system is live. Yes, you now have a functioning ERP system, but you should confirm that it’s working. Post-Go-Live tasks, such as the following, can ensure you’ve completed a successful implementation.

* Analyze the ROI
* Evaluate employee productivity
* Check client satisfaction
* Manage other vital company KPIs

Aside from measuring the impact of your project, another post-go-live responsibility is managing maintenance and ongoing training. These tasks are instrumental in the long-term success of your ERP implementation.

ERP software is the norm for all businesses. [Allied Market Research](https://www.alliedmarketresearch.com/ERP-market) forecasts that the global ERP market size will expand to $86,303 million in 2027\. If you’ve made it this far, it’s highly likely that your hard work will pay off, and you’ll rank high in the top ERP implementation success stories list.

[Compare Top ERP Software Leaders](https://pmo.selecthub.com/top-erp-software-site-vers/)

## Final Thoughts

The implementation of ERP is no walk in the park if you don’t have a solid plan. The universal first step is to [gather your ERP requirements](https://pmo.selecthub.com/erp-requirements-template-site-vers/). After that, you can use this article with its expert advice and proposed methodology as a guide for your journey to avoid errors — we hope it’ll help you!

What can you share about your own ERP implementation? Please write a comment below!

[ Previous ERP Demo Best Practices ](https://www.selecthub.com/enterprise-resource-planning/erp-software-demo-best-practices/) 

[ Next ERP Integration ](https://www.selecthub.com/enterprise-resource-planning/best-erp-software-integrations/) 

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[ ![Khaleel Hayes](https://www.selecthub.com/wp-content/uploads/2020/07/Khaleel-96x96.jpg) Khaleel Hayes ](https://www.selecthub.com/author/khaleel-hayes/) Mar 16, 2026 

#### [ERP](https://www.selecthub.com/category/enterprise-resource-planning/)

[Why ERP is Important for SMBs: A Practical Guide to Benefits and Trade-Offs](https://www.selecthub.com/enterprise-resource-planning/why-erp-systems-are-important/) 

[Customers are complaining about late orders. You haven’t sent out last week’s invoices yet. And… ](https://www.selecthub.com/enterprise-resource-planning/why-erp-systems-are-important/)

[ ![Riya Jamble](https://www.selecthub.com/wp-content/uploads/2023/11/cropped-Riya-Headshot_Meet-the-Team-96x96.jpg) Riya Jamble ](https://www.selecthub.com/author/riya-jamble/) Mar 16, 2026 

#### [ERP](https://www.selecthub.com/category/enterprise-resource-planning/)

[The Top 14 ERP Requirements + Free Template](https://www.selecthub.com/enterprise-resource-planning/erp-requirements-checklist-cheat-sheet/) 

[You want a new ERP system to help you scale operations and automate work so… ](https://www.selecthub.com/enterprise-resource-planning/erp-requirements-checklist-cheat-sheet/)

[ ![Riya Jamble](https://www.selecthub.com/wp-content/uploads/2023/11/cropped-Riya-Headshot_Meet-the-Team-96x96.jpg) Riya Jamble ](https://www.selecthub.com/author/riya-jamble/) Mar 16, 2026 

#### [ERP](https://www.selecthub.com/category/enterprise-resource-planning/)

[SAP vs. Oracle: Which ERP Software is the Winner in 2026?](https://www.selecthub.com/enterprise-resource-planning/oracle-erp-and-sap-erp/) 

[Oracle Fusion Cloud and SAP S/4HANA are two titans of the ERP software market, offering… ](https://www.selecthub.com/enterprise-resource-planning/oracle-erp-and-sap-erp/)

[ ![Khaleel Hayes](https://www.selecthub.com/wp-content/uploads/2020/07/Khaleel-96x96.jpg) Khaleel Hayes ](https://www.selecthub.com/author/khaleel-hayes/) Mar 16, 2026 

 Originally published in April 2020 and last updated in March 2026\. Contributions from Khaleel Hayes, Hunter Lowe, Lisa Anderson, David Dozer, Laurie McCabe, David Haimes, and Shelly Gore.

## About the Contributors

 The following SelectHub team members and subject matter experts helped research, create, and review this content.

[ ](https://www.selecthub.com/author/khaleel-hayes/) 

 Written by  
[Khaleel Hayes](https://www.selecthub.com/author/khaleel-hayes/) 

Technical Content Writer

Khaleel Hayes is a Technical Content Writer for SelectHub, with over 4 years of experience crafting content for manufacturing, PLM, ERP and technology selection audiences. He's also a freelance writer in his spare time. His body of work includes poetry, short plays, feature articles and film reviews either self-published or in Denver publications. He graduated with a B.A. in Journalism and an English minor from Metropolitan State University of Denver in May 2018\. When not writing, he enjoys classic movies and music, tasty burgers, tasteful bookstores, and breathtaking art and photography.

[See Full Bio](https://www.selecthub.com/author/khaleel-hayes/)

[ ](https://www.selecthub.com/author/hunter-lowe/) 

 Edited by  
[Hunter Lowe](https://www.selecthub.com/author/hunter-lowe/) 

Content Editor

Hunter Lowe is a Content Editor, Writer and Market Analyst at SelectHub. His team covers categories that range from ERP and business intelligence to transportation and supply chain management. Hunter is an avid reader and Dungeons and Dragons addict who studied English and Creative Writing through college. In his free time, you'll likely find him devising new dungeons for his players to explore, checking out the latest video games, writing his next horror story or running around with his daughter.

[See Full Bio](https://www.selecthub.com/author/hunter-lowe/)

[ ](https://www.selecthub.com/author/lisa-anderson/) 

 Contributions by  
[Lisa Anderson](https://www.selecthub.com/author/lisa-anderson/) 

Manufacturing & Supply Chain Strategist

[![Thought Leader Program Member](https://www.selecthub.com/display/images/thought_leader_std.svg)](https://www.selecthub.com/thought-leaders/) 

Lisa Anderson is the founder and president of LMA Consulting Group Inc., a consulting firm specializing in manufacturing strategies and supply chain transformation that optimizes customer experiences and initiates profitable, extendable business growth.

[See Full Bio](https://www.selecthub.com/author/lisa-anderson/)

[ ](https://www.selecthub.com/author/david-dozer/) 

 Contributions by  
[David Dozer](https://www.selecthub.com/author/david-dozer/) 

Expert Contributor

[![Thought Leader Program Member](https://www.selecthub.com/display/images/thought_leader_std.svg)](https://www.selecthub.com/thought-leaders/) 

David Dozer is a business consulting and IT specialist with more than 20 years of experience in the enterprise software realm. He has dedicated his career to helping clients find and implement software solutions that meet real-world business needs. In his current role as Chief Commercial Officer at Wastelinq, David leads the strategic vision and execution of commercial initiatives, focusing on growth and customer success. David is also a member of the SelectHub Thought Leader program.

[See Full Bio](https://www.selecthub.com/author/david-dozer/)

[ ](https://www.selecthub.com/author/laurie-mccabe/) 

 Contributions by  
[Laurie McCabe](https://www.selecthub.com/author/laurie-mccabe/) 

Expert Contributor

Laurie McCabe brings more than 25 years of experience in the IT industry to her current role as co-founder and partner for SMB Group. Laurie has built widespread recognition for her capabilities and insights in the small and medium business (SMB) market in several areas, including cloud computing, mobile solutions, business solutions, social networking and collaboration, and managed services.

[See Full Bio](https://www.selecthub.com/author/laurie-mccabe/)

[ ](https://www.selecthub.com/author/david-haimes/) 

 Contributions by  
[David Haimes](https://www.selecthub.com/author/david-haimes/) 

Expert Contributor

David Haimes is senior director of product management at Workday. With close to 20 years at Oracle, Haimes has held various roles working on the development of the Financial Management product suite. He began at Oracle in the UK, building features for EMEA. In 2000, he moved to Oracle HQ in the Silicon Valley to lead a number of initiatives for the Fusion Cloud Financials Suite and develop products from the ground up for the cloud.

[See Full Bio](https://www.selecthub.com/author/david-haimes/)

[ ](https://www.selecthub.com/author/shelly-gore/) 

 Contributions by  
[Shelly Gore](https://www.selecthub.com/author/shelly-gore/) 

Expert Contributor

Shelly Gore is an ERP, Netsuite and IT expert for A Bigger View, a global network of IT and business professionals and innovation systems group (ISG) that covers the most current trends, including Netsuite and cloud-based technologies. Gore has expertise in several industries and business processes, including manufacturing, distribution, retail, construction, logistics and travel, life sciences, and professional services.

[See Full Bio](https://www.selecthub.com/author/shelly-gore/)

Khaleel HayesSAP vs. Oracle: Which ERP Software is the Winner in 2026?

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**Tier 1:**  
 Fully/moderately supported out-of-the-box allowing for quick and easy deployment.  
 Fully or moderately supported out-of-the-box with industry-leading capabilities and is immediately available after installation without needing any add-ons, integrations, or custom development. 

**Tier 2:**  
 Supported with workarounds or add-ons that may require additional costs.  
 Not directly available in the software, but can be accomplished using other built-in features, workarounds, or add-ons/products from the vendor with or without any additional cost. 

**Tier 3:**  
 Requires partner integrations or custom development that is often at an additional cost.  
 Requires additional integrations, plugins, marketplace applications from a third-party vendor, or custom development using the APIs, libraries, extensions, and development framework supported by the software, with or without any additional cost. 

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