Enterprise Resource Planning (ERP) Services

An effective ERP system seamlessly integrates vital business areas such as procurement, inventory control, financial management, human resources, and customer interactions. Our dedicated team assists you in transferring your data, training your workforce, transforming your operations, and maintaining optimal performance.

With centralized business insights and automated workflows, you can discover new efficiencies and accelerate growth. We partner with you to understand your unique challenges and aspirations, allowing us to deploy and fine-tune a robust ERP solution tailored to your needs. See below for a look at our process.

Design

In the first 30–45 days, we focus on listening. We get to know your team, understand what matters most, and translate those goals into a system setup that works best for you.

Build

We gather details, configure the software, and bring in any historical data needed. You’ll walk through the setup with us, test out key processes and reports, and help fine-tune everything.

Deploy

When it’s time to go live, we focus on giving you confidence and peace of mind. You’ll have 45 days of hands-on support to make sure everything runs smoothly.

Evolve

As your team grows with the system, we’re here to help. Whether it’s new features, deeper insights, or just a quick question, we’re ready to support your next steps.

Our ERP Technology Partners

Whitley Penn has vetted best-in-class technology partners for you to leverage within your accounting, finance and operations functions to improve processes, visibility and overall efficiency. Let us help you implement, train, and ramp any of the below solutions:
Technology
graphic of the word bill
Acumatica Logo
Alteryx Logo Transparent

Our ERP Technology Partners

Whitley Penn has vetted best-in-class technology partners for you to leverage within your accounting, finance and operations functions to improve processes, visibility and overall efficiency. Let us help you implement, train, and ramp any of the below solutions:
Technology
graphic of the word bill
Acumatica Logo
Alteryx Logo Transparent

Meet the ERP Team

John Yeager

Digital Services-ERP Managing Director

Natasha Klebba

Digital Services-ERP Managing Director

Explore Our Latest Thinking

Explore Our Latest Thinking

We look forward to
supporting you

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