Replacing an ERP system is one of the bigger decisions a growing business makes, and most people only make it once or twice in their career. This toolkit gives you what we would want in your shoes: work out what standing still costs, record what you have built, define what you need, build the case and plan the switch. Every guide is free to read. The working files need your details.
Not sure where to start?
Four quick questions, about thirty seconds. We’ll point you to the three tools most useful for where you are. No email needed.
Start with these three
The toolkit, in the order you need it
Four stages, from deciding whether to move through to go-live. Spreadsheets calculate as you type, and the Word and PowerPoint templates are ready to edit.
Stage 1
Working out whether to move
Excel
Cost of standing still worksheet
Total what your current systems really cost each year, including the staff time nobody invoices for, and set it against the cost of moving.
Unlock to downloadDownload (Excel)Excel
Customisation and integration register
List everything built on or bolted to your current system, who uses it and whether it still earns its keep. Most businesses find a surprising amount they can retire.
Unlock to downloadDownload (Excel)Read online
What a MYOB Acumatica project costs
Typical costs for a business turning over $3–10M, and the six factors that push a project up or down.
Read the guideStage 2
Choosing a system
Excel
ERP requirements template
Requirements by business area, ready to edit and prioritise. Record what your current system already does, and the list doubles as a gap analysis.
Unlock to downloadDownload (Excel)Word
ERP demo question bank
The questions to ask in every demo, what a strong answer sounds like, and the warning signs to listen for.
Unlock to downloadDownload (Word)Word
RFI and RFP templates
For a formal selection. Includes a set pricing schedule, so the proposals you get back can be compared like for like.
Unlock to downloadDownload (Word)Stage 3
Getting internal agreement
Word
Business case template
The structure, the financial framing and the questions boards actually ask. Unbranded, so it goes to your board as your own document.
Unlock to downloadDownload (Word)PowerPoint
Board and owner presentation
The presentation version of your business case, with speaker notes on every slide and a list of the questions to expect.
Unlock to downloadDownload (PowerPoint)Online tool
ERP ROI calculator
Ten hidden-cost calculators and a five-year MYOB Acumatica return model with payback and NPV, in your browser.
Open the calculatorStage 4
Planning the project
Excel
Go-live readiness checklist
Checks across data, testing, training, parallel running and cutover, with a cutover plan and a go/no-go sign-off.
Unlock to downloadDownload (Excel)Read online
Moving from MYOB Exo
What moves across, what changes, and how to plan the switch from Exo to MYOB Acumatica.
Read the guideGet the complete toolkitDownload the complete toolkit (.zip)
Get the working files
Every guide on this page is free to read. Leave your details to download the spreadsheets, templates and presentation, and to unlock the ROI calculator. The links appear straight away.
Why we give this away
Too many ERP conversations start with a sales pitch and only get to cost and effort several meetings in. We think businesses make better decisions when they understand what they are getting into from the start, and that makes for better projects and longer relationships.
So these tools are written to be useful whatever you decide. The requirements template isn’t a copy of any product’s feature list, including the one we implement. The demo questions are ones we expect to be asked ourselves. And the business case template works just as well if your numbers say the right answer is to stay where you are.
Coming from a particular system?
Common questions
Is the toolkit really free? What’s the catch?
Every guide on this site is free to read in full. The working files and the ROI calculator ask for your name, email and company so we know who is using them. There’s no obligation to talk to us, and the tools work whether or not we’re involved.
Will these tools work if we choose a system other than MYOB Acumatica?
Yes. The requirements template, demo questions, RFP and business case are deliberately system-neutral. Only the cost guide and the Exo guide are specific to MYOB Acumatica.
How do I plan an ERP project?
Work through the stages in order. Measure what standing still costs, list what you’ve built on your current system, write down your requirements, compare systems with the demo questions, build the business case, and then plan go-live with the readiness checklist. Skipping the early stages is the most common reason projects run over.
How long does an ERP project take?
For a business turning over $3–10M, a MYOB Acumatica project usually takes three to six months from kick-off to go-live. Data quality, integrations, customisation and how much time your own team can give are what move it either way.
What does it cost?
Our project cost guide sets out typical figures for a business of your size and the factors that change them.
Can someone talk us through the toolkit?
Yes. Book a 30-minute call and we’ll show you how to get the most from each tool for where you are. No sales pitch unless you ask for one.