Review with your team

Choosing an ERP: the five-step brief

We walk you from where you are to where your business needs to be, and we don’t stop until you’re on the other side. Use this sheet to prepare your next leadership discussion.

Where are we today? Check all that apply

QuickBooks, spreadsheets and paper

Aging Spectrum, Vista, Sage 300 CRE, Sage 100 Contractor or Foundation

End of life: Dynamics SL (July 12, 2028) or GP (Dec 31, 2029)

A stalled implementation, or a system nobody trusts

Acumatica or Odoo without the support we need

A modern ERP, but AIA billing and WIP still in Excel

The field and the office on different numbers

A new company or division building for growth

THE QUESTION

WHAT GOOD LOOKS LIKE

ASK YOUR TEAM

1Current problem“Can we keep going like this?”

A better way. We look at how you run today and show you a better way, including when waiting is the right call.

Which of our reports are rebuilt in Excel every month? How long does the close take?

2What brought you here“Where do I even start?”

How we’re different. Start from your situation, not a software demo. A senior practitioner lays out a process tailored to you.

What is making this a priority now? What happens if we wait a year?

3The right decision“Right technology? Right partner? What will it cost?”

The right team. One account team with industry knowledge and deep technical expertise, working alongside your team.

Does the platform pass the four-part test? Who, by name, runs our project? What sits outside the fee?

4A manageable transition“Will this disrupt the business?”

A clear roadmap. We simplify the change, manage the risk and lead the transition, with the same senior people start to finish.

Who on our team owns what, and how many hours a week? When will the partner look at our data?

5Grow and change“Will it still fit when we’re twice the size?”

Built to grow. We make you self-sufficient, then stay on for support that is billed fairly and resolved completely.

Who supports us after go-live? How is support billed? Will our people learn to run it?

The other side

‣ Job cost you can see while the work is running

‣ The field and the office on the same numbers

‣ Growth without adding back-office headcount

‣ A system you own and can extend

The four-part construction test

1. G702/G703 pay applications from the schedule of values

2. Retainage tracked on both sides, on the ledger

3. Certified payroll from the same time data

4. Cost-to-complete on a job that is still running

“Dominate didn’t just implement software. They learned our business, down to the crew level.”
Todd H., VP, Bright Star Solutions

“Developing trust in Dominate Solutions has been incredibly important… knowing we have a reliable partner by our side.”
Julietta Palyan, Controller, Clean Energy Services

Start where you are. Six questions, and you’ll know which path fits your business: dominate.solutions/erp-fit-assessment · Or talk to our team: (469) 489-1490

Notes from our discussion