High-consequence ERP decisions, translated into a practical path forward.

Preparing for AI without destabilizing EBS

Leadership decision: How can the organization make practical use of AI while protecting financial controls, data quality, security, and core transaction integrity?

ERP Unlocked helps clarify

Data readiness, reporting foundations, security boundaries, extension architecture, workflow opportunities, governance requirements, and sequencing.

Potential deliverables

AI readiness roadmap, architecture principles, prioritized opportunity map, risk register, 12-month modernization plan.

Likely retainer fit: Discovery & Planning or Enterprise Solution Architect

Approving a real R12.2.15 plan

Leadership decision: What does it actually take to upgrade EBS, and what should be remediated before the organization funds the project?

ERP Unlocked helps clarify

Workstreams, custom object impact, testing ownership, resource model, timeline risk, cutover governance, vendor scope, and executive readiness.

Potential deliverables

Upgrade project plan, resource plan, testing strategy, risk register, cutover strategy, executive approval package.

Likely retainer fit: Discovery & Planning or Project Oversight

Expanding EBS without creating unmanaged technical debt

Leadership decision: What should be built around EBS, what should stay inside EBS, and how should new applications be governed?

ERP Unlocked helps clarify

Extension patterns, security model, data access, ownership, lifecycle management, support boundaries, and how APEX fits into the broader ERP architecture.

Potential deliverables

APEX extension strategy, architecture standards, governance model, candidate application roadmap, risk and ownership matrix.

Likely retainer fit: Discovery & Planning or Enterprise Solution Architect

Moving EBS to AWS or OCI while upgrading the database

Leadership decision: How should cloud migration, database upgrade, DR, testing, downtime, licensing, and vendor accountability be sequenced?

ERP Unlocked helps clarify

Target architecture, migration sequence, downtime approach, fallback plan, DR expectations, performance risk, testing model, and role clarity across vendors.

Potential deliverables

Migration roadmap, database upgrade plan, cutover strategy, testing strategy, risk register, vendor accountability matrix.

Likely retainer fit: Discovery & Planning, Project Oversight, or Project Stabilization

Segmenting EBS data and operations during a transaction

Leadership decision: What must change inside EBS, reporting, integrations, access, and operating processes to support the separation?

ERP Unlocked helps clarify

Ledgers, operating units, responsibilities, integrations, master data, historical transactions, reporting continuity, TSA obligations, and transitional operating models.

Potential deliverables

Divestiture ERP plan, data segmentation approach, integration inventory, reporting continuity plan, transition-state roadmap.

Likely retainer fit: Discovery & Planning or Enterprise Solution Architect

Navigating ERP implications after bankruptcy

Leadership decision: What can EBS support operationally, and where must finance, controls, reporting, and accounting judgment remain clearly separated?

ERP Unlocked helps clarify

Ledger and reporting implications, control needs, operational process impacts, data questions, integration effects, and boundaries between system actions and accounting advice.

Potential deliverables

Fresh Start ERP impact assessment, finance process plan, reporting approach, risk register, executive decision memo.

Likely retainer fit: Discovery & Planning or Project Oversight

Integrating NetSuite, Fusion, or other platforms with EBS

Leadership decision: Which system owns which process, data, reporting need, integration, and control point?

ERP Unlocked helps clarify

Process boundaries, data ownership, reconciliation model, integration patterns, reporting architecture, control requirements, and long-term portfolio direction.

Potential deliverables

Integration strategy, ownership model, reconciliation framework, reporting roadmap, vendor/SOW review.

Likely retainer fit: Discovery & Planning or Enterprise Solution Architect

Restoring control when an ERP initiative loses confidence

Leadership decision: What is actually broken, what must be fixed first, and how does the organization regain control?

ERP Unlocked helps clarify

Root causes, priority blockers, decision rights, ownership gaps, vendor performance, testing breakdowns, executive escalations, and realistic recovery sequencing.

Potential deliverables

30/60/90-day recovery plan, stabilization backlog, revised project plan, ownership matrix, vendor accountability framework, executive escalation deck.

Likely retainer fit: Project Stabilization