Name
RightSized ERP: How Mid-Market CFOs Choose Without Overbuying
Date & Time
Thursday, May 7, 2026, 9:30 AM - 10:00 AM
Jim Holman
Description

Summary: A brand-agnostic decision framework: requirements gathering, fit-gap analysis, TCO modeling, change impact assessment, and implementation approach. How to avoid 'big-bang regret' and what mid-market CFOs get wrong.

Outcome: Confident ERP selection decisions with reduced implementation risk

Takeaway: A repeatable ERP evaluation framework for mid-market organizations

Key Discussion Points:

  • Requirements gathering: distinguishing needs from wants
  • Fit-gap analysis methodology and scoring
  • Total cost of ownership (TCO) modeling beyond license fees
  • Change impact assessment and organizational readiness
  • Implementation approach options: big-bang vs. phased
  • Vendor evaluation criteria and reference checking
  • Contract negotiation considerations
  • Internal team requirements and partner selection
  • Common mid-market ERP selection mistakes
  • Timeline and budget planning realities
Location Name
Grand Ballroom I-II
Full Address
Grand Hyatt Atlanta in Buckhead
3300 Peachtree Road NE
Atlanta, GA 30305
United States