AccountAbility Guides & Checklists
Practical ERP guides, checklists, and templates to help you plan, evaluate, and execute your implementation with confidence.
Checklist
ERP Vendor Selection Checklist
Choosing the wrong ERP vendor is a decision that follows a portfolio company for years. This checklist from ERP For Private Equity gives PE operating partners and CFOs a structured way to evaluate software capabilities, vendor viability, and total cost of ownership against your actual operational bottlenecks — so the platform you select today can still scale through your next three acquisitions.
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Guide
ERP Implementation Guide for Portfolio Companies
Implementing an ERP system is one of the most significant investments a portfolio company can make. Planned correctly, it improves financial visibility, standardizes operations, accelerates reporting, and creates a stronger foundation for future acquisitions and growth. This guide from ERP For Private Equity outlines the key phases of a successful implementation and gives you practical checklists to prepare for each stage.
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Checklist
Post-Acquisition ERP Integration Checklist
The first 100 days after an acquisition are one of the most critical phases in the private equity value creation lifecycle. This checklist from ERP For Private Equity helps portfolio companies bring structure to post-acquisition ERP integration — standardizing financial systems, evaluating readiness, and building a scalable technology foundation from day one.
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