Ep. 109 - A Practical Approach to Technology Decisions That Stand the Test of Change w/ Shawn Windle

In this episode of The Professional Services Pursuit, host Brent sits down with Shawn Windle, Founder and Managing Principal of ERP Advisors Group, to unpack a challenge nearly every professional services firm is grappling with: how to choose technology that delivers relief today and provides support for the needs of tomorrow. Drawing on hundreds of ERP and PSA implementations, Shawn shares candid insights into what works, what doesn’t, and how leaders can avoid costly missteps while laying the groundwork for scalable, long-term success.

Key topics covered in this episode:

• The people, process, and growth signals that indicate when it’s time to outgrow mid-level systems
• Why firms that delay investing in core systems risk falling behind as AI adoption accelerates
• The hidden dangers of overshooting your actual business needs with overly complex platform
• A pragmatic framework leaders can use to make smarter, more confident technology decisions

Visit ERP Advisors Group to learn more about their services and schedule a consultation.

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