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CRM and ERP Consulting Services: Planning, Implementation, Migration

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Ensure your ERP or CRM software implementation is not only on-time, on-budget, and lives up to future-state expectations, but provides you modernization capabilities by partnering with an ERP and CRM Consulting Services provider.

If your organization is relying on disparate systems and countless Excel worksheets to manage your business processes – you may be at a clear disadvantage and it may be increasingly difficult to keep up with inventory management among other business operations let alone remaining competitive and relevant.

This is where a unified suite of ERP tools comes in. The biggest benefit of ERP software solutions is that it functions as a unified, integrated system built to handle all core business processes. It is a single source of truth for all your data. Get improved visibility into almost every area of your organization to more easily be able to recognize opportunities for improved productivity, increased efficiency, cost-reduction and accountability.

microsoft dynamics logo Microsoft Dynamics

Microsoft Dynamics

Bring your customers and business together with the next generation of ERP and CRM applications. Unify your data. Get predictive insights. Achieve amazing results.

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Oracle NetSuite

Oracle NetSuite

One unified business management suite, encompassing ERP/Financials, CRM and e-commerce. Built-in flexibility. Commerce-ready ERP. Native business intelligence.

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sage intacct Sage Intacct

Sage Intacct

Whether you're a start-ups or a public company, grow and enable your employees to succeed and thrive. Core financials. Advanced functionality. Flexible platform.

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An agile ERP software solution goes beyond the debits and credits of traditional accounting. It should act as the backbone or lifeblood of an organization and be responsible for managing all people and processes surrounding accounting, finance, project management, inventory processing, and supply chain operations.

An ERP system implementation provides:

  • Greater controls over security and governance
  • A consistent, modern, user experience to manage workflows and business processes
  • Access to cross-functional reporting and detailed analysis
  • Clarity into all processes, from summary-level data down to transactional details
  • Visibility into the entire customer journey — from initial engagement, to purchase, through to customer support needs

Take Me to the Cloud

Visit our Take Me to the Cloud playlist on YouTube to view video recordings for each podcast episode. Remember to Subscribe to receive an update when the latest episode releases.

Why Choose Withum for ERP Consulting or CRM Consulting

You shouldn’t have to worry about how the logistics of implementing a new ERP or CRM platform will impact your business. Withum is uniquely equipped to provide your team with the personalized consulting and training necessary to both evaluate and take full advantage of your software solution.

Boost your ERP system or CRM system implementation with our comprehensive ERP consulting and CRM consulting services that include:

  • ERP/CRM evaluation, assessment and roadmap creation
  • ERP/CRM planning and implementation
  • ERP/CRM project recovery/optimization
  • ERP/CRM client team support when another software integrator is in place
  • User Adoption “Change Management” programs to fit the need

Strategic Alliances

As Withum clients’ have come to expect from their trusted business advisors, our ERP / Accounting software specialists continue to Rethink How Works Gets Done. Through our strategic alliances, we can introduce you to the most innovative technology solutions and services to help you gain greater efficiency, effectiveness and control when it comes to your AP payments.

Finexio logo

Our alliance with Finexio brings their expertise and capabilities to optimize your AP payments process while offering middle-market firms a new, more profitable way of looking at their payables. Using proprietary analytics, artificial intelligence and remote-enabled automation and technology, Finexio drives maximum electronic payment acceptance and supplier enrollment in virtual card programs – all while helping to Rethink AP payments processes. With Finexio, businesses can see significant reductions in costs, increased cashflow and greater internal productivity and efficiencies. No additional technology investment is required.

EBizCharge is the leading integrated payments solution on the market today and integrates seamlessly with over 100+ accounting, ERP, CRM, and shopping cart systems, including QuickBooks, Sage, Oracle, Microsoft Dynamics, Magento, and Salesforce. EBizCharge simplifies the payment acceptance process and reduces processing costs.


Already Have an ERP or CRM Software Solution?

If you already have an ERP software solution or a CRM software solution that you like or have a contract with, our consultants can perform a Fit-Gap Analysis to help you determine if and where any challenges, functionality gaps, or bottlenecks lie. If you’re currently happy with your ERP and CRM tools, we offer a wide range of innovative customization and optimization services that can allow you to leverage your existing applications in new, powerful ways.

Currently Engaged in an ERP or CRM System Implementation?

Are you already engaged in an ERP system implementation project or CRM system implementation project and wondering if you’re getting the value that you expected? Numerous projects have cost overruns and take longer than expected. If this sounds like how your project is progressing, we can help you get back on track by establishing a recovery plan to realize your anticipated benefits. Our consultants assess the current state of the project, provide recommendations for leading execution, and deploy implementation best practices to help turn your project around.

Contact our Advisory Team to discuss and address any ERP challenges.


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illy caffe testimonial
Maureen Badura Sr. E-Commerce Manager/illy caffe of North America
"The strength of Withum is with its people and with [their] experts who can help any organization navigate through the most difficult of projects and business challenges to ultimately drive excellent results."

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