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Enterprise Resource Planning (ERP) Optimization Services
Fix Your Broken ERP Implementation — Not Start Over
Turn your underperforming ERP into the financial command center it was supposed to be — with optimized workflows, clean data, and reporting that actually works.
ERP Problems That Keep Finance Leaders Up at Night
Here are common challenges and pain points we hear often:
- CFOs + Finance Teams
- CEOs + Founders
- PE Operating Partners
"An ERP Was Supposed to Fix Everything"
- Broken promises
Implementation partner promised capabilities that don't work - Reporting disappointment
Still can't get the reports you need - User adoption failure
Team won't use the system correctly - Integration gaps
Systems still don't talk to each other - Regret
"Did we choose the wrong ERP?"
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"Is a Fix Even Worth It?"
- Business impact
Implementation disrupted operations for months - Sunk cost fear
Already spent $100K+, don't want to spend more - Don't know if it's fixable
Is this salvageable? Start over? - Team morale
Staff haven't embraced the new system - Lack of Confidence
Is the complexity worth the ROI?
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"The Portfolio Company ERP is a Mess"
- Value creation blocked
Can't execute initiatives because ERP doesn't support them - Integration nightmare
Can't integrate add-ons into poorly configured platform - ROI failure
Expected savings/efficiency gains not materializing - Exit risk
A broken ERP is a red flag for buyers - Resource drain
Spending too much time on system issues
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An Optimized ERP - Rebuilt by Accounting + Finance Engineers
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Chart of Accounts & Data Structure
- Chart of accounts redesign
Logical, scalable for your reporting needs - Multi-entity structure
Proper entity setup, consolidation rules - Dimensional design
Departments, locations, projects tracked - Account mapping
Standardization across entities - Data cleanup
Fix historical errors, reclassifications
Why This Matters: Your chart of accounts is the foundation. If this is wrong, everything built on it fails. Most ERP problems start here.
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Workflow Refactoring & Automation
- AP/AR automation
Invoicing, capture, coding, approval routing, payments, and more - Bank reconciliation
Matching, exceptions handled - Intercompany transactions
Automated posting and elimination - Month-end close workflows
Checklist-driven, automated tasks - Journal entry automation
Recurring entries, template entries
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Reporting That Actually Works
- Financial statements
P&L, Balance Sheet, Cash Flow — formatted - Multi-entity consolidation reports
Automated roll-ups - Management reports
Budget vs. actual, KPI dashboards - Board packages
Automated generation, consistent - Custom reports
Bespoke to your business needs - Scheduled distribution
Automated email delivery
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User-friendly Training & Adoption
- Role-based training
Customized for each user's needs - Process documentation
SOPs for all key workflows - Power user development
ID and train internal champions - Ongoing support
Answer questions, solve issues - Change management
Help your team embrace new workflows
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Client Story"SPRCHRGR hit the ground running, got our books ready for the next phase, and supported our finance transformation... We needed accounting experts with the ability to think several steps ahead. They helped us execute an ERP investment to accelerate our infrastructure expansion plans."
Read Case StudyPatrick Macdonald-King
CEO | Greenlane -
Client Story"SPRCHRGR's team stands up with respect to expertise against any other in-house functions at Fortune 500 companies. We have a very clear view on how much each product costs us down to SKU level... Believe me when I say SPRCHRGR was one of those decisions we got right."
Read Case StudyGareth Hosford
CFO & COO | OMORPHO
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meet our team
"Success requires both powerful tools and skilled hands. Our team's expertise in ERP software implementation, accounting, and finance ensures you get resilient solutions that scale with you."
Mark Wald
Founder & CEO
Supercharge your business with our ERP optimization roadmap
Our accounting and finance engineers optimize your ERP system from start to finish — and for as long as you need us.
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Assessment
We dig in to understand how your data is integrating with your ERP system as well as how it serves your team's needs, including:
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Business process analysis
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System requirements mapping
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Future state design
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Risk assessment
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Automatic vs manual uploads
Optimize
Leverage our deep accounting expertise to redesign workflows, automate manual tasks, and establish best practices that scale.
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System configuration
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Data migration
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Process automation
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Custom reporting
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Third-party integrations
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User acceptance testing
Ongoing Support
We optimize your new ERP with your existing systems for unified financial operations and provide ongoing accounting and tech support.
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User training
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Process optimization
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Performance monitoring
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System updates
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Ongoing support
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Continuous improvement
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We'll Discuss:
- What's not working
- What was promised vs. what you got
- System you're on and how long you've had it
- Change management and personnel capacity
- Additional outsourced support we can offer
- Estimated cost and timeline to perform an ERP Assessment
Step 2: Detailed ERP Assessment
2-Week Deep Dive:
- Full system review
- User interviews
- Workflow analysis
- Technical evaluation
You'll Get:
- Honest assessment (fix it vs. replace it)
- High-level issues list
- Ballpark cost to optimize
- Next steps recommendation
Deliverable:
Comprehensive optimization proposal with ROI analysis
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