How to Create an ERP Workflow Your Accounting Team Will Thank You For
ERP systems often get a bad rap, but they’re one of the most powerful tools your accounting team can have in their corner. With the right setup and approach, ERP doesn’t just simplify workflows - it becomes a game-changer for accuracy, collaboration, and efficiency.
The real challenge? Helping your team see its potential and showing them how ERP can work for them, not the other way around. By putting their needs first, you can turn your ERP system into an ally that supports their success.
Why ERP Is the Best Partner for Your Accounting Team
ERP systems are more than just software - they’re the backbone of smarter, more efficient accounting workflows. They can take the heavy lifting off your team’s plate, give them better control over financial data, and free them up to focus on what really matters.
1. Streamline Repetitive Tasks
Manual processes like data entry or reconciling accounts can eat up hours of your team’s day. ERP systems eliminate these bottlenecks by automating repetitive tasks, letting your team shift their focus to higher-level analysis and decision-making.
2. Provide Real-Time Insights
With everything centralized in one place, ERP makes accessing and analyzing financial data faster and easier. Your team can generate reports or spot trends without digging through mountains of spreadsheets, giving them the tools to work smarter, not harder.
3. Enhance Collaboration Across Departments
Accounting doesn’t exist in a vacuum. With ERP, your team can seamlessly share data with other departments - like sales or operations - helping everyone stay aligned and on the same page.
Helping Your Team Make the Most of ERP
Making your team fall in love with ERP isn’t about convincing them; it’s about creating a system that genuinely supports their needs. When you align ERP’s capabilities with how your team works, the benefits become crystal clear.
1. Customize the System Around Their Workflow
Every accounting team is unique, so a cookie-cutter ERP setup won’t cut it. Take time to tailor dashboards, shortcuts, and processes to fit how your team already operates. When they see that ERP is working with their style - not against it - it’s a win.
Pro Tip: Involve your team in the customization process. Let them tell you what’s useful to them, what isn’t, and what would make their day easier. By getting their input, you not only improve the system’s functionality but also make them feel heard and invested.
2. Break Training Into Bite-Sized Pieces
Instead of long-winded training sessions, focus on hands-on learning that’s immediately relevant to their day-to-day tasks. Break things into small, manageable sessions that show how the system solves real problems.
Pro Tip: Create short, on-demand video tutorials. Let your accounting team review them when they need a refresher. If they’re struggling with a specific task, they can jump right to that section instead of having to sit through the entire training again.
3. Automate Where You Can
Your team probably spends a good chunk of their time on repetitive tasks - data entry, invoice generation, report creation. Sound familiar? Automation can save them hours of work. By automating the mundane tasks, they can focus on more strategic, value-driven activities.
Pro Tip: Set up automatic reminders for tasks like monthly reconciliations or financial reporting. The system can flag discrepancies or even auto-generate reports, so your team spends less time hunting down data and more time analyzing it.
4. Showcase the Wins
Highlight how ERP is already making their jobs easier. Whether it’s a faster close process or a slick new way to generate reports, celebrating these wins builds confidence and reinforces the value of the system.
Pro Tip: Start a team-wide “ERP Hero” recognition program where you highlight someone who’s learned a new trick or hit a milestone in mastering the system. It’ll motivate others to follow suit.
The Do’s and Don’ts of a Successful ERP Rollout
To truly get your accounting team excited about ERP, it’s just as important to avoid common pitfalls as it is to emphasize the positives. A thoughtful rollout can mean the difference between frustration and full buy-in.
DO: Focus on the User Experience
A system that’s complicated to navigate will never win hearts. Work with your team to identify pain points and create a user-friendly setup that simplifies their tasks.
DON’T: Overload Them with Features
More isn’t always better. It’s tempting to add all the features an ERP system offers, but many of these can overwhelm your team and actually complicate things. Focus on the essentials that will make a real difference to your accounting team, rather than giving them everything but the kitchen sink.
DO: Keep the Conversation Going
Feedback is gold. Create an open line of communication with your team, so you can adapt and improve the system as their needs evolve.
Keeping the Momentum Going with ERP
Once your team sees the value of ERP, the next step is ensuring that enthusiasm sticks. A little ongoing support can go a long way in making ERP an indispensable part of their workflow.
1. Make Support Accessible
Even the most intuitive systems come with a learning curve. Whether it’s through an internal ERP specialist or a partner like Atticus Solutions, make sure your team has a go-to resource for quick answers and troubleshooting.
2. Update and Improve Regularly
ERP is a tool that grows with your business. Periodically review how the system is performing and explore new features or upgrades that could make life even easier for your team.
3. Keep the Team Involved
Involve your team in decisions about how the system evolves. When they feel like active participants in shaping the ERP experience, they’ll be more likely to embrace it.
Empower Your Team with ERP
Picture this: your accounting team wraps up the month-end close ahead of schedule, breathing a sigh of relief instead of frustration. They’re no longer battling the ERP system or trying to make sense of overly complex workflows. Instead, they’re equipped with a system that works with them, freeing up their time to focus on meaningful work.
That’s what happens when your ERP isn’t just another piece of software but a trusted sidekick in their daily routine. At Atticus Solutions, we know how to make that happen. Our team of ERP experts understands the ins and outs of systems like NetSuite, and we’re passionate about creating solutions that feel custom-made for your business.
Let’s make your ERP the tool your team loves to use. Book a call with Atticus Solutions today, and let’s build something that makes work feel a little easier—and a lot more rewarding.
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