At our Changing the Face of Finance (CFOF) panel discussion, “ERP & CPM: The Chicken or the Egg?” we explored the intricate relationship between Enterprise Resource Planning (ERP) and Corporate Performance Management (CPM) systems and their impact on modern finance leaders. As CFOs continue to balance the challenges of ensuring data integrity with the need for strategic insight, this conversation provided essential guidance on navigating digital transformation and maximizing system integration for optimal performance.

Integration as the Foundation
🔷 A robust ERP system is essential for consolidating accurate, real-time data.
🔷 This foundation enables effective CPM practices, transforming raw data into actionable intelligence that drives informed decision-making.

Phased Digital Transformation
🔷 Adopting a gradual, step-by-step approach to transitioning from legacy systems to advanced cloud/SaaS platforms can mitigate risks.
🔷 Panelists illustrated how leveraging CPM insights to guide ERP enhancements can result in smoother, more effective technology rollouts.

Strategic Investment Sequencing
🔷 Aligning technology investments with evolving business priorities is crucial for long-term success.
🔷 Real-world examples highlighted how thoughtful sequencing not only improves forecasting and budgeting but also strengthens overall financial strategy.

A special thank you to our panelists for sharing their insights and expertise:

✅ Dave Harger – VP Information Technology, Hi-Crush
✅ Michael Micheletti – Senior Director FP&A, NexTier
✅ Steve Courtade – Managing Director, Alvarez & Marsal

CFOs who embrace integrated systems and adopt a phased, strategic approach will be best positioned to lead future industry shifts. The key is balancing core finance principles with agile digital transformation to drive sustainable growth and competitive advantage.

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