Hi business leader!
If you’re reading this, chances are your company is doing some great things. You’re growing, you’re busy, and that’s fantastic. But maybe, just maybe, things are starting to feel a bit…chaotic? You’ve heard about ERP (Enterprise Resource Planning) systems, but the thought alone might make you wince. “That’s for the giant corporations, right? Too much complexity, too much cost, too much disruption for us.”
We hear you. It’s a common feeling. But what if those daily operational headaches are actually signals that you’re outgrowing your current tools, and what you think is “too much” is actually what you need to get to the “just right” for your next phase?
Check out our list of roles that use an ERP/CRM at the end.
Now let’s talk about some of the real, up-to-date issues businesses like yours face when they need better systems but are hesitant about an ERP:
Does This Sound Familiar? The Daily Grind Without a Unified System:
- The “Where’s That Spreadsheet?” Game (Data Silos): Different teams using different tools is normal, to a point. But when sales doesn’t know what inventory has, and finance is chasing figures from three different places, you’re living in data silos. This means manual re-entry, a high chance of errors, and no single source of truth. Getting a clear, real-time view of your business feels like detective work.
- The “Groundhog Day” of Manual Tasks (Inefficient Processes): Are your talented people spending hours on tasks that feel like they could be automated? Order entry, invoicing, generating basic reports – these manual processes eat up time, invite errors, and honestly, aren’t the best use of anyone’s skills. This makes it hard to scale efficiently.
- Flying Blind (Lack of Real-Time Visibility): Making big decisions based on last month’s (manually compiled!) data? It’s tough. You need actionable insights now. Without them, you might be missing opportunities or failing to spot problems like dwindling stock or production bottlenecks until it’s too late.
- Inventory Tightropes & Supply Chain Surprises: Too much stock ties up cash; too little means lost sales and unhappy customers. Especially today, with supply chain volatility, managing inventory and supplier relationships without an integrated system is a constant challenge. You need better demand forecasting and resilient operations.
- Hitting the Growth Ceiling (Scalability Challenges): Your current patchwork of systems and manual workarounds got you this far. But what happens when you want to double your orders, add a new product line, or expand to a new market? If your operations can’t keep up, growth becomes a pain point, not a celebration.
The “Too Much” Perception vs. Modern Realities:
Now, about those ERP fears:
- “It costs a fortune!”: While an investment, modern cloud ERPs often have more predictable subscription models, reducing massive upfront costs. And many are modular, so you start with what you need. There is open source options which a free to start with and helps cut the cost more.
- “Implementation will take forever and disrupt everything!”: It’s a project, for sure, but agile methods and pre-configured solutions can streamline it. The key is change management and good planning, not avoiding necessary change.
- “It’s too complex for us; we don’t need all those features!”: Many ERPs today are designed specifically for small to medium-sized businesses (SMBs), offering a more tailored fit without the overwhelming bells and whistles you might not use.
- “We don’t have the IT team for that!”: Cloud-based solutions significantly reduce the internal IT burden for infrastructure.
It’s Not About Getting “Too Much,” It’s About Getting What You Need
The conversation around ERPs has shifted. It’s less about a monolithic, scary system and more about finding a flexible, scalable foundation that solves your actual business pains and supports your growth.
If any of those daily grinds resonated with you, maybe it’s not that an ERP is “too much,” but that your current way of working is becoming “not enough.” It might be time to explore, with fresh eyes, what modern solutions can actually do for your business.
Here’s a list of common titles, categorised for clarity:
These titles can vary based on company size, the specific ERP/CRM software used (e.g., SAP, Oracle NetSuite, Microsoft Dynamics 365, Salesforce), and whether the role is on the client-side (the company using the ERP) or the vendor/consulting side.
I. Leadership & Strategic Roles (Client-Side):
- CIO (Chief Information Officer): Overall IT strategy, including ERP.
- CTO (Chief Technology Officer): Technology infrastructure for ERP (especially if on-premise).
- Director of IT / Head of IT: Manages IT department, including ERP systems.
- Director of Business Systems / Enterprise Applications: Specific oversight for ERP, CRM, and other core business apps.
- VP of Operations / COO (Chief Operating Officer): Often a key stakeholder, as ERP impacts operations heavily.
- VP of Sales / CRO (Chief Revenue Officer): Key stakeholder for CRM aspects.
- VP of Finance / CFO (Chief Financial Officer): Key stakeholder for financial modules.
- ERP Program Manager / Director: Leads large-scale ERP initiatives.
- CRM Manager / Director: Specific oversight for CRM strategy, adoption, and optimization.
II. Implementation & Project Management Roles (Client-Side or Consulting):
- ERP Project Manager: Manages ERP implementation projects.
- CRM Project Manager: Manages CRM implementation projects.
- ERP Implementation Specialist / Consultant: Hands-on implementation, configuration.
- CRM Implementation Specialist / Consultant: Hands-on CRM setup, customisation.
- Solutions Architect (ERP/CRM): Designs the overall system architecture.
- Technical Architect (ERP/CRM): Focuses on the technical infrastructure and integration.
- Change Management Lead/Specialist: Focuses on user adoption and business process changes.
III. Functional & Business Analyst Roles (Client-Side or Consulting):
- ERP Business Analyst: Gathers requirements, maps processes, liaises between business and IT.
- CRM Business Analyst: Same as above, but focused on sales, marketing, and service processes.
- ERP Functional Consultant (e.g., SAP FICO, Oracle SCM, Dynamics Finance Consultant): Specialises in specific modules (Finance, Supply Chain, HR, etc.).
- CRM Functional Consultant: Specialises in CRM functionalities (Sales Cloud, Service Cloud, Marketing Cloud).
- Process Owner (e.g., Order-to-Cash Process Owner): Business-side role responsible for processes supported by the ERP/CRM.
- Systems Analyst: Broader role, often involved in ERP/CRM support and enhancements.
IV. Technical & Development Roles (Client-Side or Consulting):
- ERP Administrator: Manages the day-to-day running of the ERP system.
- CRM Administrator (e.g., Salesforce Administrator, Dynamics 365 Administrator): Manages the CRM platform.
- ERP Developer (e.g., SAP ABAP Developer, NetSuite SuiteScript Developer): Customizes and extends ERP functionality.
- CRM Developer (e.g., Salesforce Developer, Dynamics 365 Developer): Customises and extends CRM functionality.
- Integration Specialist / Developer: Focuses on connecting the ERP/CRM with other systems.
- Database Administrator (DBA): Manages the underlying database (more common for on-premise).
- BI (Business Intelligence) Developer / Analyst: Develops reports and dashboards using ERP/CRM data.
- Data Migration Specialist: Focuses on moving data into the new ERP/CRM.
V. User, Support & Training Roles (Primarily Client-Side):
- ERP Support Analyst / Specialist: Provides help desk support for ERP users.
- CRM Support Analyst / Specialist: Provides help desk support for CRM users.
- ERP Super User / Power User: Departmental expert who trains and supports colleagues.
- CRM Super User / Power User: Same, but for CRM.
- ERP Trainer: Develops and delivers ERP training programs.
- Sales Operations Manager/Specialist: Heavily uses CRM for sales process efficiency, reporting.
- Marketing Operations Manager/Specialist: Uses CRM for campaign management, lead tracking (if CRM has marketing modules).
- Customer Service Manager: Oversees team using CRM for customer interactions.
VI. Data-Specific Roles:
- Data Analyst (using ERP/CRM data): Analyses data from these systems for insights.
- Data Governance Manager: Ensures data quality and compliance within the ERP/CRM.
- Master Data Management (MDM) Specialist: Manages core data entities (customer, product, vendor) across the enterprise.
What are your thoughts? What challenges are you facing as you grow?