{"id":9254,"date":"2022-04-05T12:22:42","date_gmt":"2022-04-05T10:22:42","guid":{"rendered":"https:\/\/www.sqorus.com\/erp-finance-project-who-should-be-involved-in-the-company\/"},"modified":"2026-08-19T17:58:36","modified_gmt":"2026-08-19T15:58:36","slug":"erp-finance-project-who-should-be-involved-in-the-company","status":"publish","type":"post","link":"https:\/\/www.sqorus.com\/en\/erp-finance-project-who-should-be-involved-in-the-company\/","title":{"rendered":"ERP finance project: who should be involved in the company?"},"content":{"rendered":"

[et_pb_section fb_built=”1″ _builder_version=”4.16″ custom_padding=”0px|0px|0px|0px” global_colors_info=”{}”][et_pb_row module_class=”enbref” _builder_version=”4.27.5″ custom_margin=”||5%||false|false” custom_padding=”0px|||||” locked=”off” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text module_class=”enbref-content” _builder_version=”4.27.7″ custom_padding=”||12%||false|false” inline_fonts=”Roboto” global_colors_info=”{}”]<\/p>\n

In brief<\/strong><\/p>\n

\n

Project team, business stakeholders, change management: the success of a financial ERP project depends as much on the people involved as on the solution chosen. Who should lead the project? What types of people should be included on the team? And how can users be engaged over the long term? This article answers these key questions. <\/p>\n<\/div>\n

[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.16″ custom_padding=”0px||0px|||” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.27.7″ header_2_font_size=”30px” custom_padding=”||5%||false|false” global_colors_info=”{}”]<\/p>\n

Project team, business stakeholders, change management: the success of a finance ERP project<\/a> depends as much on the people involved as on the solution chosen. Who should lead the project? What types of professionals should be included on the team? And how can users be engaged over the long term? This article answers these key questions. <\/p>\n

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To learn more about the other aspects of a financial ERP project, see our articles: The Different Phases of an ERP Implementation Project<\/a>.<\/p>\n

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How should the internal project team be formed?<\/h2>\n

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The team assembled for this type of project must be multidisciplinary and representative of the company, and must also be led by a project manager. In most cases, this role is filled by either the Chief Financial Officer or the Chief Information Officer. <\/p>\n

Furthermore, the role of internal project manager is often filled by an employee who has a thorough understanding of the technical and functional aspects, as well as all the business processes in the company\u2019s departments affected by the ERP project. Ideally, this person should have project management experience and the ability to persuade and engage teams. <\/p>\n

Several subject matter experts from various departments (human resources, sales management, finance, etc.) are also invaluable in ensuring the team runs smoothly.<\/p>\n

Key Roles in an ERP Project Team<\/strong><\/p>\n\n\n\n\n\n\n\n\n\n\n
Role<\/th>\nKey Responsibilities<\/th>\nRecommended Profile<\/th>\n<\/tr>\n<\/thead>\n
Project Manager<\/strong><\/td>\nSponsorship, strategic decision-making, executive buy-in<\/td>\nCFO or CIO<\/td>\n<\/tr>\n
In-House Project Manager<\/strong><\/td>\nOperational management, team coordination, monitoring of deadlines and budget<\/td>\nSenior staff member, available full-time<\/td>\n<\/tr>\n
Business Analysis Project Manager<\/strong><\/td>\nLiaison between business units and the integrator; monitoring of deliverables<\/td>\nConsultant or in-house expert<\/td>\n<\/tr>\n
Business Experts<\/strong><\/td>\nRequirement specification, configuration validation, user testing<\/td>\nOne representative per affected area (finance, HR, sales, etc.)<\/td>\n<\/tr>\n
Key Users<\/strong><\/td>\nFunctional testing, training colleagues, post-deployment field support<\/td>\nExperienced users and change agents<\/td>\n<\/tr>\n
Integrator \/ Software Vendor<\/strong><\/td>\nTechnical implementation, configuration, training of key users<\/td>\nSpecialized third-party service provider<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

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To structure your process for selecting a solution: Which Financial ERP Should You Choose? Criteria, Comparisons, and Tips <\/a>.<\/p>\n

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Accompany the evolution of the company linked to the ERP project<\/h2>\n

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Upgrading a company\u2019s information system (beyond a simple update) always leads to profound changes in employees\u2019 habits. According to research by John Kotter (Harvard Business School, *Leading Change*, 1996), the vast majority of organizational change projects fail to achieve their intended results, primarily due to behavioral and adoption issues. <\/p>\n

Despite the creation of detailed specifications and the involvement of subject matter experts on the project team, some users may be reluctant to embrace this change. It is therefore essential, for the project\u2019s success, to implement change management initiatives. These efforts involve providing future users with as much information as possible and reassuring them about the added value offered by the new management software through its new features (real-time dashboards, collaborative work, etc.). These types of initiatives must be carried out over the long term to maximize the chances of success. <\/p>\n

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To learn more about data security during the transition: ERP Finance: How to Ensure Data Security?<\/a><\/p>\n

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ERP finance project: some mistakes to avoid<\/h2>\n

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Before setting up a team, be aware of the most common mistakes:<\/p>\n

    \n
  • Do not include any members of senior management<\/strong>: this is a project that will have a significant impact on and reshape the entire company.<\/li>\n<\/ul>\n
      \n
    • Doing without the expertise of a project management consultant<\/strong>: project management consulting plays a key role in bridging the gap between business needs and the systems integrator.<\/li>\n<\/ul>\n
        \n
      • Assigning the role of project manager to an employee<\/strong> who cannot dedicate themselves to it full-time: An ERP project requires full-time commitment; it is not a role that can be carried out alongside other responsibilities.<\/li>\n<\/ul>\n
          \n
        • Omitting one or more functional representatives<\/strong>: Each business area affected must be represented on the project team.<\/li>\n<\/ul>\n
            \n
          • Allowing the software vendor\u2019s<\/strong> or integrator\u2019s consultants to take the lead<\/strong> without getting fully involved: if the organization takes this approach, it will not be self-sufficient and will not have full control over the ERP software. Every time a configuration or functionality needs to be updated, it will have to rely on a service provider. <\/li>\n<\/ul>\n
              \n
            • Neglecting change management<\/strong>: This is one of the main causes of failure or cost overruns in ERP projects.<\/li>\n<\/ul>\n

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              Conclusion: Make Your ERP Finance Project a Success with SQORUS<\/h2>\n

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              Building a strong project team and managing change are two aspects that are often underestimated in ERP projects. Along with choosing the right solution, these are the most critical factors for success. <\/p>\n

              For more than 35 years, SQORUS has been supporting large enterprises and mid-sized companies in their finance function transformation projects. Our consultants serve as project managers for business analysis, project management, or project management offices, bringing structure, functional expertise, and change management skills\u2014all while remaining completely independent of software vendors. <\/p>\n

              Would you like support with your financial ERP project? Contact us! <\/p>\n

                <\/ul>\n

                [\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row custom_padding_last_edited=”on|desktop” module_class=”cta-bleu” _builder_version=”4.27.5″ _module_preset=”default” background_color=”#20299f” background_image=”https:\/\/www.sqorus.com\/wp-content\/uploads\/2026\/02\/Bandeau-LB-Oracle-ERP-Cloud.png” background_size=”contain” background_position=”center_right” width=”100%” width_tablet=”90%” width_phone=”90%” width_last_edited=”on|phone” custom_margin=”||3%||false|true” custom_padding=”50px|400px|50px|55px|true|false” custom_padding_tablet=”50px|55px|50px|55px|true|true” custom_padding_phone=”40px|55px|40px|55px|true|true” background_last_edited=”on|phone” background_enable_image_tablet=”off” border_radii=”on|23px|23px|23px|23px” global_module=”49169″ global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_text module_class=”Titre_40 Titre_blanc” _builder_version=”4.27.4″ _module_preset=”default” header_2_font_size=”30px” locked=”off” global_colors_info=”{}”]<\/p>\n

                ERP Cloud, the new strategic lever for CFOs<\/h2>\n

                [\/et_pb_text][et_pb_text module_class=”FondBleu” _builder_version=”4.27.4″ _module_preset=”default” text_font=”||||||||” text_text_color=”#d6d8f4″ text_line_height=”30px” locked=”off” global_colors_info=”{}”]<\/p>\n

                Discover how Oracle ERP Cloud is transforming finance departments in 2025 and optimizing your processes to make your Finance function a true strategic partner.<\/p>\n

                [\/et_pb_text][et_pb_button button_url=”https:\/\/www.sqorus.com\/en\/ebook-erp-cloud-the-new-strategic-lever-for-cfos\/” button_text=”Download” button_alignment=”left” button_alignment_tablet=”center” button_alignment_phone=”center” button_alignment_last_edited=”on|tablet” admin_label=”Bouton de t\u00e9l\u00e9chargement” module_class=”Bouton Fond_blanc” _builder_version=”4.27.4″ _module_preset=”default” custom_button=”on” button_text_size=”15px” button_text_color=”#f36145″ button_bg_color=”#FFFFFF” button_border_width=”1px” button_border_color=”#f36145″ button_border_radius=”50px” button_font=”||||||||” button_use_icon=”off” custom_margin=”20px||||false|false” custom_padding=”13px|25px|13px|25px|false|false” custom_css_free_form=”selector:hover{|| background-color: #FFF6F5 !important;||}” locked=”off” global_colors_info=”{}”][\/et_pb_button][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ admin_label=”Section – Blog – Cta Actu” module_class=”Fond_bleu Fond_icone” _builder_version=”4.25.2″ custom_margin=”5rem||5rem||true|true” custom_margin_tablet=”4rem|40px|4rem|40px|true|true” custom_margin_phone=”|20px||20px|false|true” custom_margin_last_edited=”on|phone” custom_padding=”3rem||3rem||true|false” global_colors_info=”{}”][et_pb_row make_equal=”on” admin_label=”Block of text” module_class=”LargeurBox” _builder_version=”4.25.2″ _module_preset=”default” animation_style=”fade” locked=”off” collapsed=”off” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.25.0″ _module_preset=”default” custom_padding=”|9rem||9rem|false|true” custom_padding_tablet=”|0rem||0rem|false|true” custom_padding_phone=”|0rem||0rem|false|true” custom_padding_last_edited=”on|desktop” global_colors_info=”{}”][et_pb_text admin_label=”Sous-titre” module_class=”SousTitre” _builder_version=”4.25.0″ _module_preset=”default” text_font=”||||||||” text_orientation=”center” custom_margin=”||10px||false|false” text_orientation_tablet=”” text_orientation_phone=”center” text_orientation_last_edited=”on|tablet” global_colors_info=”{}”]<\/p>\n

                Contact<\/p>\n

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                A project? A request?\u2028 Any questions?<\/h2>\n

                [\/et_pb_text][et_pb_text admin_label=”Texte” _builder_version=”4.26.1″ _module_preset=”default” text_text_color=”#d2d4ec” text_font_size=”21px” text_line_height=”35px” text_orientation=”center” global_colors_info=”{}”]<\/p>\n

                Contact us today and find out how we can work together to shape your company\u2019s digital future.<\/p>\n

                [\/et_pb_text][et_pb_button button_url=”https:\/\/www.sqorus.com\/en\/contact\/” button_text=”Contact SQORUS” button_alignment=”center” module_class=”Bouton fond_orange” _builder_version=”4.26.1″ _module_preset=”default” custom_margin=”30px||||false|false” global_colors_info=”{}”][\/et_pb_button][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.27.5″ custom_margin=”10%||||false|false” custom_padding=”0px|0px|0px|0px” locked=”off” global_colors_info=”{}”][et_pb_row _builder_version=”4.16″ custom_padding=”0px|||||” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.27.7″ custom_padding=”||5%||false|false” global_colors_info=”{}”]<\/p>\n

                FAQ – Stakeholders in a Financial ERP Project<\/h2>\n

                [\/et_pb_text][dsm_faq dsm_make_accordion_toggle=”on” dsm_open_faq_item=”on” dsm_enable_schema_markup=”on” _builder_version=”4.27.7″ _module_preset=”default” global_colors_info=”{}”][dsm_faq_child dsm_title=”Who should lead a financial ERP project?” dsm_content=”<\/p>\n

                Un projet ERP finance doit \u00eatre pilot\u00e9 par un Directeur de Projet disposant d’un niveau d’autorit\u00e9 suffisant pour arbitrer les d\u00e9cisions strat\u00e9giques et engager les ressources n\u00e9cessaires.<\/p>\n

                Ce r\u00f4le est g\u00e9n\u00e9ralement tenu par le Directeur Administratif et Financier ou le Directeur des Syst\u00e8mes d’Information, selon le p\u00e9rim\u00e8tre du projet. Le sponsorship de la direction g\u00e9n\u00e9rale est un facteur de succ\u00e8s d\u00e9terminant.<\/p>\n

                \u00a0<\/p>\n

                ” _builder_version=”4.27.7″ _module_preset=”default” global_colors_info=”{}”][\/dsm_faq_child][dsm_faq_child dsm_title=”What is an AMOA project manager in an ERP project?” dsm_content=”<\/p>\n

                L’AMOA (Assistance \u00e0 Ma\u00eetrise d’Ouvrage) d\u00e9signe le r\u00f4le de conseil et d’accompagnement qui assiste la ma\u00eetrise d’ouvrage (les m\u00e9tiers) dans l’expression de ses besoins, le suivi du projet et la r\u00e9ception des livrables.<\/p>\n

                Dans un projet ERP finance, le chef de projet AMOA fait le lien entre les \u00e9quipes m\u00e9tiers et l’int\u00e9grateur technique. Il garantit que la solution impl\u00e9ment\u00e9e correspond aux besoins r\u00e9els de l’organisation.<\/p>\n

                \u00a0<\/p>\n

                ” _builder_version=”4.27.7″ _module_preset=”default” global_colors_info=”{}”][\/dsm_faq_child][dsm_faq_child dsm_title=”Why is change management critical in an ERP project?” dsm_content=”<\/p>\n

                La conduite du changement est l’un des facteurs de succ\u00e8s les plus d\u00e9terminants d’un projet ERP. Un syst\u00e8me techniquement irr\u00e9prochable peut \u00e9chouer si les \u00e9quipes ne se l’approprient pas.<\/p>\n

                Impliquer les utilisateurs d\u00e8s la phase de conception, communiquer r\u00e9guli\u00e8rement sur l’avancement et former les \u00e9quipes avant le d\u00e9marrage sont des conditions non n\u00e9gociables pour maximiser l’adoption et le retour sur investissement.<\/p>\n

                \u00a0<\/p>\n

                ” _builder_version=”4.27.7″ _module_preset=”default” global_colors_info=”{}”][\/dsm_faq_child][\/dsm_faq][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"

                Project Manager, Business Analysis, Business Experts, Key Users: Find out who to involve in your financial ERP project and what mistakes to avoid.<\/p>\n","protected":false},"author":54,"featured_media":6475,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","content-type":"","_ayudawp_aiss_exclude":false,"_ayudawp_aiss_exclude_summary":false,"_ayudawp_aiss_summary":"","_ayudawp_aiss_summary_provider":"","_ayudawp_aiss_summary_hash":"","footnotes":""},"categories":[389],"tags":[],"metiers":[224],"sujet":[468],"class_list":["post-9254","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-erp-finance-en","metiers-finance-en","sujet-governance-en"],"acf":[],"yoast_head":"\nFinance ERP: Who Should Be Involved in Your Project? - SQORUS<\/title>\n<meta name=\"description\" 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