Switching ERPs? FloQast Makes the Transition Easy

Table of Contents

• The Real Reason ERP Projects Fail
• Why a FloQast ERP Integration Strategy Starts Before the ERP
  
  • Map and Standardize Accounting Workflows Before Migration
  • Clean Your Data Before It Becomes Someone Else's Problem
  • Keep the Business Running While You Migrate
  • Solve the Culture and Collaboration Problem
  • Build for Scale, Not Just Survival
• Don't Wait Until You're Waist-Deep in Chaos
• FAQ: FloQast and ERP Transitions

70% of digital transformation initiatives fail, according to McKinsey. 

ERP implementations? Even worse. The culprit isn't always the technology — it's poor stakeholder management, culture clash, and teams drowning in process chaos before they even flip the switch.

But here's what most finance leaders miss: the success of your ERP transition is determined before you start migrating data. What if you could de-risk the entire project by implementing FloQast first?

Think of it like this: an ERP transition is like moving to a new house. You know it's for the best, more space… better features… but the logistics are overwhelming. FloQast is the project manager who not only organizes the move but also cleans up your old place before you start packing. It streamlines workflows, eliminates process debt, and sets your team up for a strategic, not chaotic, ERP implementation.

The Real Reason ERP Projects Fail

A 2016 Forbes survey found that 84% of digital transformation projects fail. The top reason? Not enough people understand the challenges, and not enough time is spent changing behaviors and culture.

I’ll say it again: your ERP project isn't failing because of the software. It's failing because your team is swamped, your processes are inconsistent, and nobody has visibility into what's actually broken. You're trying to build on quicksand.

Common ERP migration challenges you can expect:

• ERP Project Delays: Implementations routinely take 6 to 18 months, and delays are the rule, not the exception. Every delay compounds costs and team burnout.
• Data Migration Nightmares: Moving years of financial data is high-risk; your CFO is not going to like that. Inaccuracies and incomplete transfers threaten to cripple reporting and compliance for years to come.
• Workflow Chaos: Your ERP is the hub for countless processes. Without standardized workflows, you're migrating chaos into an expensive new system.
• Zero Visibility: During transitions, finance teams lose real-time insight into deadlines and bottlenecks, forcing them into reactive firefighting when they need to be proactive.

Sound familiar? A 2023 KPMG survey found that 51% of companies saw no increase in performance or profitability from digital transformation investments. The top hurdles? Collaboration breakdown (47%), skills gaps (41%), and risk-averse culture (40%).

The pattern is clear: technology isn't the problem. People, processes, and preparation are. FloQast can fix that. 

Why a FloQast ERP Integration Strategy Starts Before the ERP

Most companies think about FloQast after the ERP goes live. That's backward. The real value happens when you implement FloQast before your transition. Here's how it transforms your project from a risk into a competitive advantage.

1. Map and Standardize Accounting Workflows Before Migration

Before you move, you need to know what you're moving. FloQast helps you map, manage, and optimize every accounting workflow — from monthly close to operational tasks. You get a clear picture of what works and what doesn't. Is a delay caused by people, process, or technology? FloQast tells you.

By standardizing workflows upfront, you're essentially completing a massive chunk of ERP configuration work before the project officially starts. When you're ready to migrate, you simply "plug in" optimized, documented processes into your new system. This pre-work can reduce ERP configuration time by 30-40% and help you avoid costly delays.

The result? You get to go-live faster, with less stress and fewer surprises.

2. Clean Your Data Before It Becomes Someone Else's Problem

Garbage in, garbage out. If your reconciliations are messy now, they'll be messy in your new ERP — except now you've paid millions for the privilege.

FloQast gives you a platform to clean up reconciliations and substantiation before migration. You identify and resolve discrepancies in existing workflows, ensuring only clean, reliable data makes it into your new system. This proactive approach de-risks the migration and prevents data quality issues that can haunt your finance team for years.

Clean data isn't just nice to have. It's the foundation of accurate reporting, successful audits, and stakeholder trust.

3. Keep the Business Running While You Migrate

Here's the brutal reality: the business doesn't stop for your ERP project. Month-end closes, audits, and reporting deadlines keep coming. An ERP transition can feel like changing a tire on a moving car — except the car is also on fire.

FloQast acts as a stabilizing force. Your core accounting workflows continue running smoothly throughout the migration. If the ERP implementation hits a snag or the timeline shifts (and it will), you have a reliable system of record for your close process. Your team stays in control, deadlines get met, and stakeholders stay confident.

This continuity is what separates successful migrations from the 70% that fail. You're not asking your team to juggle everything in spreadsheets while learning a new ERP. You're giving them a foundation.

4. Solve the Culture and Collaboration Problem

Remember that KPMG study? Collaboration breakdown was the top hurdle in failed transformations. FloQast directly addresses this by creating one central hub for all accounting activities — including the ERP migration project itself.

Your team can automate repetitive tasks, freeing up time to focus on migration work without burning out. Everyone has visibility into workflows, deadlines, and responsibilities. Bottlenecks become obvious. Communication improves. The risk-averse culture that kills transformations? It shifts when people feel in control instead of overwhelmed.

FloQast gives you that feeling of control and improves how your team works together during the most stressful project they'll face this year.

5. Build for Scale, Not Just Survival

A successful ERP transition isn't about limping across the go-live finish line. It's about setting up your finance function for the next decade of growth. FloQast is designed to scale with you, seamlessly integrating with NetSuite, SAP, Microsoft Dynamics, and other select ERPs.

Whether you're consolidating systems after an acquisition, managing multi-currency operations, or unlocking deeper analytics, FloQast ensures your processes aren't just ready for the new system — they're optimized for financial systems scalability as your business continues to grow.

Don't Wait Until You're Waist-Deep in Chaos

An ERP implementation is one of the most critical projects your organization will undertake. It's also one of the highest-risk. But by implementing FloQast first, you're not just buying software — you're adopting a strategy that directly addresses the reasons 70% of these projects fail.

You're choosing to:

• Standardize workflows before migration, not during
• Clean your data proactively, not reactively
• Maintain business continuity instead of firefighting
• Fix collaboration and culture issues that derail transformations
• Set your team up for confidence, not chaos

The companies that succeed at ERP transitions don't wing it. They prepare. They optimize. They implement FloQast first.

Ready to de-risk your ERP project? Schedule a pre-ERP assessment with FloQast and see how we can cut your implementation timeline while setting your team up for long-term success.

FAQ: FloQast and ERP Transitions

Q: Will implementing another tool before our ERP slow us down?
A: Actually, the opposite. FloQast helps you standardize and document workflows upfront, which dramatically reduces ERP configuration time. You're doing the hard work of process optimization now, so your ERP implementation is faster and cleaner.

Q: Can we implement FloQast if we are already in the middle of ERP integration?
A: It's not too late. FloQast can stabilize your close process during the transition and ensure business continuity even if timelines shift. The sooner you implement, the more value you'll capture.

Q: How long does it take to implement FloQast?
A: Most teams are up and running in weeks, not months. And because FloQast integrates with your existing ERP, you're building on current workflows rather than starting from scratch.

Q: Which ERPs does FloQast integrate with?
A: FloQast integrates seamlessly with NetSuite, SAP, Microsoft Dynamics, and other major ERP platforms. It's designed to complement your core system, not replace it.

Q: Can I change ERP and retain FloQast?
A: Yes FloQast integrates with most ERP’s and have worked with hundreds of customers who have moved ERP and retain FloQast with our efficient transition process.