ERP SELECTION CHECKLIST

Ensure your ERP selection is a home run

Learn how finance and operational leaders can confidently navigate the ERP selection process, avoid costly implementation mistakes, and choose a system that supports long-term growth and transformation.

Understand and document your business requirements and future growth needs
Evaluate ERP vendors based on functionality, scalability, and industry fit
Identify the total cost of ownership, including implementation and ongoing support costs
Streamline decision-making and reduce implementation risks

Embark isn't your ordinary consulting firm

Download the ERP selection checklist

Find the Right ERP System with Our Proven Selection Checklist

Our ERP Selection Checklist makes sure you leave no stone unturned in your search for the ideal ERP system. From deciphering your needs and goals to assembling your ERP dream team, our proven selection checklist and strategy is a competitive edge waiting to happen.

Download the checklist

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From system selection to seamless integration and beyond, we’ll guide your journey:

System Implementation

Skip the headaches of deploying new systems. We handle the nitty-gritty, ensuring a smooth rollout, efficient integration, and minimal disruption to your operations.

System Testing

Don't let glitches derail your progress or operations. We rigorously test your systems, making sure they're ready for the day-one spotlight and minimizing surprises.

System and Vendor Selection

We don’t start with the tech. Instead, we define the business's needs in processes and procedures first, using them as guiding principles for choosing and implementing the best solution.

Change Management

Successful transformation isn't just about technology. We guide the people side of change, ensuring buy-in, adoption, and long-term success.

Data Analytics & Automation

Uncover actionable insights and automate routine tasks to reinvent your operations and decision-making. Let data lead the way rather than gut instinct—it’s not 1995 anymore.

Systems Integration

Bottlenecks, data silos, duplicative or bad data—they’re what happens when systems can’t communicate. We'll seamlessly integrate your tech stack, streamlining data flow and eliminating those annoying manual workarounds.

PMO (Project Management Office)

Keep your digital transformation on track and on budget. Our leading project management services will ensure clear goals, efficient processes, and successful outcomes.

User Training

Get your team up to speed—fast. We provide tailored training that empowers your people to confidently use their new technology solutions.

Client satisfaction that speaks for itself

Our client satisfaction scores are more than 70% higher than the industry average — here’s why:

Let's team up

Our company brought in three Embark consultants, who have become a seamless part of our team and have served as crucial resources. As our team and company have experienced rapid growth and have undertaken several significant projects, the Embark consultants have done more than just plug the gaps, bringing in fresh perspectives and a wealth of knowledge to improve processes, create automations, and strengthen financial reporting. They learned the business quickly and have become go-to assets on our team.

Jim Buckley, Madrigal Pharmaceuticals, Inc.

Nearly every Embarker we have worked with has been outstanding. They are professional, incredibly smart, and charismatic.

Carter Bailey, Alliance Residential Company, LLC.

Excellent team to partner with. Thoughtful, analytical, and solutions oriented. They approach projects strategically and apply the latest technology and software platforms to drive efficient, practical outcomes. I highly recommend them.

Gerald Mwangi, Century Mechanical Holdings

We are able to develop and implement solutions timely with our consultants which is more than great. Embark is helping us leverage technology to become more efficient.

Kyle Kirk, RK Supply

Embark is already ready and able to help us when needed. They have the appropriate knowledge, expertise and resources to assist with all our technical accounting needs.

Madison Trevino, Presidio Petroleum

Embark has consistently provided a highly knowledgeable group of finance professional that are an absolute pleasure to work with!

Yvette Yanzalone, Plastics Management LLC

The Embark team is easy to work with and very knowledgeable. They go above and beyond, and I am thankful for the relationships I have built with each person I have had the privilege of working with.

Amanda Heavner, INSURICA

From top down, Embark has been fantastic. Have some of the brightest team members you'll ever encounter and they blend right into great cultures. They are highly engaged and always looking for ways to help improve your business!!

OJ Vallejo, Mitratech Holdings, Inc.