Is your ERP doing too much?

1. Eight signs

1. Your team rekeys documents into it. Invoices, orders and receipts arrive as PDFs and spreadsheets, and someone types them in.
2. Approvals happen outside it. “OK to pay?” emails, chat messages and printed sign-off sheets.
3. Spreadsheets sit on either side of it. Trackers for purchase orders, contracts or budgets, updated by hand.
4. Nobody wants to touch the customisations. Bespoke code that makes every upgrade slower and more expensive.
5. You pay for seats people barely use. Managers who approve something once a month, on a full licence.
6. Budget holders find out after the money’s spent. Reports show what happened, not what’s already committed.
7. Month-end is when you find the problems. Mismatches that could have been caught on day 3 turn up on day 31.
8. Contracts live in a shared drive. Renewal dates are found when the next invoice arrives.

2. What your score means

3. Replace it, or work around it properly?

Replacing an ERP is a long, expensive project, and a new one still won’t read your invoices. The alternative is to leave the ERP doing what it’s good at and add a layer that handles the first mile: capturing documents, checking them, getting them approved and writing clean data back.

Works with leading ERPs including Sage Intacct, NetSuite and Microsoft Dynamics. See the full list on our integrations page.

Want a score for how connected your spend is today? Try the Spend Connectivity Score.