ERP ADVISORY & SOFTWARE SELECTION FOR TECHNOLOGY COMPANIES
Align ERP and billing with how you actually sell and deliver so recurring revenue scales cleanly.
The business model of your technology company may not fit into traditional ERP models. Companies operating as a SaaS, PaaS, IaaS, or DaaS organization will have needs regarding revenue recognition (ASC 606), Accounts Receivable (subscription or milestone billing), and project accounting, but require specific knowledge and experience in those areas to be effective.
How We Help Technology Companies
We combine ERP selection, solution architecture, and implementation advisory to design an ERP + ISV ecosystem that scales with your product, contracts, and revenue model.
Turn your revenue model into ERP and billing requirements
Many technology companies operate on recurring or milestone-based contracts that need thoughtful handling of invoicing and deferred revenue. We translate those patterns—subscription or task-based billing, prepayments, and revenue recognition under ASC 606—into concrete ERP and billing requirements so you aren’t fighting the system every month-end close.
Use AR automation and ERP together to improve cash and control
Tech finance teams increasingly rely on AR automation platforms to manage e-invoicing, payment portals, cash application, collections, and disputes—tightly integrated with ERP. We help you define AR requirements, evaluate leading platforms, and use scoring matrices and risk registers on real data flows, not just marketing claims.
Select with evidence, then implement with communication and guardrails
We bring a practical playbook: clarify goals, run structured requirements sessions, build a scoring approach, and compare options using evidence from RFP responses and demos. During implementation, we focus on communication and change management—so teams understand how the new system ties together finance, projects, operations, and reporting, and you get the scalability, integration, and real-time insight ERP is meant to deliver.
Why Technology Companies Choose Us
OPERATIONS FIRST MINDSET
We speak quote-to-cash and customer lifecycle, not just platform
EXPANSIVE KNOWLEDGE
Knowledge of 40+ ERP vendors so you're matched with the right fit
EXPERIENCED LEADERSHIP
Engagement led by long-tenured leader from first conversation through go-live
ACTIONABLE, READY-TO-USE DELIVERABLES
Designed for your business but structured to plug into your project
Making Technology Companies' Vision a Reality
The following are technology industry topic excerpts from our ERP Visions blog
