Pilot first
One warehouse or one entity before the empire.
ERP
Expensify as the backbone
Expensify is spend management software for expenses, cards, and reimbursements.
Operations without the swivel chair
Expensify covers Finance ERP: inventory, orders, and finance talking to each other instead of three exports.
Go-live is a process, not a weekend. The site explains the modules before anyone signs a statement of work.
Implementation
How we keep rollouts honest
Master data
Items and accounts cleaned before go-live theater.
Training in the UI
People click the real screens, not a PDF.