
The role of CA is quite evident in the process of business process understanding thereby playing a crucial role in selection and implementation of an ERP package. Once implemented, ERP is a vital tool in the hands of a CA in performing financial resource planning to Business Advisory Services.

Business Process understanding & configuring is a pre-requisite for embracing a powerful tool, like ERP. A friendly CA understands his/her Clients business process and thereby can play a vital role in configuring the ERP as per the business requirements.
The principle followed may be defined as USA principle (Understand, Simplify and Automate)
• Understanding the existing practices
• Simplifying the Processes and
• Automate the Process


The next task on hand is to evaluate and select a suitable package for implementation. Evaluation of the right ERP package is considered as a crucial step. Some of the key steps involved in evaluating and selection involves,
• Checking whether all functional aspects of the Business are duly covered
• Checking whether all the business functions and processes are fully integrated
• Checking whether all the latest IT trends are covered
• Checking whether the vendor has implementing capabilities
• Checking whether the business can absorb the cost and
• Implementation of ERP
Implementing an ERP package has to be done in a manner without disrupting the business. Right from Installation to Data conversion to configuration, training & post implementation support - a CA as a domain expert acts as a bridge between the customer & software experts.