Now offering Power BI Training Classes. Click Here to Learn More.

VanloffeltCPA
Home
Automation
  • ERP
  • - Assessment
  • - Selection
  • - Implementation
  • - Data Transformation
  • Business Intelligence
  • - Selecting a BI Tool
  • - Managed Intelligence
  • - Power BI Dashboard
  • - Power BI Training
Accounting
  • Fractional CFO
  • Tax
Industries
  • Private Equity
  • Construction
  • Distribution
  • Service
Contact
VanloffeltCPA
Home
Automation
  • ERP
  • - Assessment
  • - Selection
  • - Implementation
  • - Data Transformation
  • Business Intelligence
  • - Selecting a BI Tool
  • - Managed Intelligence
  • - Power BI Dashboard
  • - Power BI Training
Accounting
  • Fractional CFO
  • Tax
Industries
  • Private Equity
  • Construction
  • Distribution
  • Service
Contact
More
  • Home
  • Automation
    • ERP
    • - Assessment
    • - Selection
    • - Implementation
    • - Data Transformation
    • Business Intelligence
    • - Selecting a BI Tool
    • - Managed Intelligence
    • - Power BI Dashboard
    • - Power BI Training
  • Accounting
    • Fractional CFO
    • Tax
  • Industries
    • Private Equity
    • Construction
    • Distribution
    • Service
  • Contact
  • Sign In
  • Create Account

  • Bookings
  • My Account
  • Signed in as:

  • filler@godaddy.com


  • Bookings
  • My Account
  • Sign out


Signed in as:

filler@godaddy.com

  • Home
  • Automation
    • ERP
    • - Assessment
    • - Selection
    • - Implementation
    • - Data Transformation
    • Business Intelligence
    • - Selecting a BI Tool
    • - Managed Intelligence
    • - Power BI Dashboard
    • - Power BI Training
  • Accounting
    • Fractional CFO
    • Tax
  • Industries
    • Private Equity
    • Construction
    • Distribution
    • Service
  • Contact

Account


  • Bookings
  • My Account
  • Sign out


  • Sign In
  • Bookings
  • My Account

Selection

Put yourself at Ease

We'll handle the distractions and roller coaster of calls and emails, and identify what is important to you.  We'll then short list the best fit, and put you on a stronger contract footing that can provide savings in excess of our fees.  

Find out More

Selecting the ERP

Scorecard

Detail Project Plan/ SOW

Short Listing

The scorecard will be used to evaluate the fit of the ERP to include features, robustness, automation & integration, and budget.

Short Listing

Detail Project Plan/ SOW

Short Listing

We'll do the front-end work and review recommended ERPs, mass-market, and industry niches and make a recommendation based off of your unique business needs.  

Detail Project Plan/ SOW

Detail Project Plan/ SOW

Detail Project Plan/ SOW

As the scorecard and shortlisting occurs, we will continue building out the project plan as the picture becomes clearer of what is "to be".

Negotiation

Detail Project Plan/ SOW

Detail Project Plan/ SOW

We'll send out and compile the RFPs and work with vendors reducing contract risk and other unfavorable contract terms.

ERP Summary PageBusiness Intelligence Summary Page

Copyright © 2025 VanloffeltCPA - All Rights Reserved.

Powered by

  • Contact

This website uses cookies.

We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.

Accept