Unify and automate your enterprise, from data to workflows
From spreadsheets to siloed dashboards, practices of the past make it challenging to operate a growing business in the digital age. Critical functions — purchasing, inventory, finance, HR — need to come together at the management level for efficiency and to achieve full visibility into performance.
Enterprise resource planning (ERP) solutions can unify data management, automate workflows and serve as a source of accounting truth.
Benefit from centralization and automation
Manage finances under one roof
Manage finances under one roof
Make decisions with confidence
Make decisions with confidence
Gain efficiency across your team
Gain efficiency across your team
Plan for the future of your business
Plan for the future of your business
How we support your ERP implementation
We know it’s never easy to change the status quo — even when current systems are holding your organization back from achieving its goals. Wipfli is a trusted, hands-on collaborator for comprehensive ERP support, from discovery to adoption, to make sure technical decisions align with your culture and enterprise digital strategy.
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Getting started
Getting started
Putting a plan into action
Putting a plan into action
Managing through change
Managing through change
What our clients are saying
TOP PICKS
Our team
Brad Collard
As a leader in our financial and operational systems practice, Brad Collard’s goal is to deliver excellence to clients through market-leading software systems that are optimized to meet organization- and industry-specific needs. With tools like Microsoft Dynamics, Oracle NetSuite, and Sage Intacct, he and his team deliver innovative, hassle-free solutions to the market, focused on a business’s accounting and operational functions.
Shereen Mahoney, CPA
Shereen Mahoney has devoted her entire career to helping small and midsized clients improve business processes and productivity, reduce operational costs, and get timely access to financial information so they can run their businesses more efficiently.
Thomas P. Schiesl, CISA
Tom focuses on helping clients develop and confirm their business strategies and turn them into implementation roadmaps with real performance metrics and a business case to drive short-term and long-term value. His mission is to help clients clearly articulate how they want to grow and not only help them identify solutions, but ensure that they adopt those solutions to achieve their maximum value.
Lindan D. Elliott, CPA, CISA
Lindan Elliott is a partner in the financial and operational systems group within the technology consulting practice. His time is devoted to helping customers achieve their finance transformation objectives and realize the full potential of modern business systems and processes. Lindan assists CFOs through the full accounting system and process life cycle, including business process and technology assessments, roadmap creation, and accounting software deployment, training, and ongoing support.
Dane Koepke
Dane Koepke provides business and channel development acumen, along with a strategic and innovative approach to bringing the best experience to clients. He serves as the practice director of the Microsoft Dynamics 365 Business Central team, one facet of the overall back office practice at Wipfli. Dane has been involved with Microsoft business applications since 2003, which allows him to bring a myriad of experiences and solution knowledge in various industries and related best practices.
The game-changing power of ERP
Some of your industry’s biggest challenges can be solved with a modern ERP. Discover how in our interactive e-book.
ERP success story
Learn how Health Solutions went from manual reporting across disjointed systems to a streamlined platform with automated insights into financial health — all with an ERP.
