5 Questions to Ask Before Signing an ERP Contract
- Michael Hornberger
- 2 days ago
- 5 min read
A few years ago, a mid-sized manufacturer came to us after what can only be described as an ERP disaster. They had signed with a consultant who promised a 90-day implementation. Eighteen months and six figures later, the system was live — barely — and half the team had quit out of frustration. Their original consultant? Moved on to the next client the day the contract was signed.
This story isn't unusual. ERP implementations fail, get delayed, or blow up budgets more often than the industry likes to admit. But here's the thing: most of those failures are predictable. The warning signs are almost always visible before the contract is signed — if you know what to look for.
After 30 years of implementing Microsoft ERP solutions for companies across manufacturing, distribution, professional services, and nonprofits, we've seen what separates a successful implementation from a costly one. It comes down to five questions you should be asking every ERP partner before you write a single check.
1. Are You a Certified Microsoft Solutions Partner — Not Just a Reseller?
This distinction matters more than most buyers realize. Microsoft's Solutions Partner designation requires ongoing certification, annual revenue thresholds, customer success scores, and demonstrated expertise across the Dynamics 365 product line. A reseller can sell you a license with no requirement to have built anything successfully.
Microsoft itself recognized this distinction when it redesigned its partner program — Solutions Partners must prove their capabilities, not just pay a membership fee. Forbes Advisor named Microsoft Dynamics 365 Business Central the best overall ERP system of 2025, specifically citing its depth of certified partner ecosystem as a key strength. That partner ecosystem only delivers on its promise when you're working with someone who has actually earned that designation.
Ask for proof of certification. Ask which specific Dynamics 365 products they're certified on — Business Central, Finance & Supply Chain Management, and others require separate expertise. A generalist who dabbles in multiple platforms is not the same as a specialist who has run hundreds of implementations on one.
2. Who Actually Does the Work — And Will They Still Be There in Year Two?
This is the question that makes some consultants squirm. Many firms sell the implementation and then hand the project to junior staff, offshore contractors, or subcontractors the client never meets. The principal who sold you the deal is on to the next sale the week after kickoff.
What you want is continuity. The people who scope your implementation should be the people who build it — and the same team (or a close extension of it) should be available when something breaks six months after go-live.
Ask specifically: "Who will be my primary project contact, and what is their tenure with your company?" Ask for the team's average years of experience with Dynamics 365. Ask whether your dedicated support contact will change after the implementation closes.
Continuity isn't just a comfort issue — it's a financial one. Every time a new person has to re-learn your business, your data structure, and your quirks, you're paying for it in time.
3. Do You Have People Who Understand My Industry's Finances — Not Just the Software?
ERP systems touch every corner of a business: accounting, operations, inventory, procurement, reporting. That means your implementation partner needs to understand more than how to configure a workflow. They need to understand why the workflow matters — and what the downstream financial consequences of getting it wrong are.
This is where many generalist IT consultants fall short. They can make the software do what it's supposed to do on paper. But if they don't understand GAAP, cost accounting for manufacturers, or the revenue recognition requirements for government contractors, they'll configure a technically functional system that creates a financial reporting nightmare.
Turnkey is one of the only Microsoft ERP partners in the country with CPAs and CFOs embedded directly in our consulting team. When we implement Dynamics 365 Finance & Supply Chain Management for a government contractor or a medical device manufacturer, the people setting up your chart of accounts and your reporting structures have run those processes in the real world — not just in a test environment.
Ask any partner you're evaluating: "Do you have certified accountants or financial professionals on your implementation team?" If the answer is no, ask how they handle complex accounting configurations and who they escalate to when the financial logic gets complicated.
4. Can You Show Me Results — Not Just References?
References are easy. "Call our client, they love us." That tells you something, but not much. What you want are documented, specific outcomes: time saved, costs reduced, processes eliminated, reports that went from taking three days to running in 30 seconds.
The best ERP implementations don't just put new software on top of old processes — they reveal inefficiencies and fix them. That's measurable. If a partner can't point to specific, verifiable results from past implementations, they either haven't tracked them or they're not confident enough in the outcomes to share them.
A few examples from our own work: a financial services client reduced their reporting time by 90% after we replaced their legacy system with Dynamics 365 Business Central. A medical device distributor cut the time spent on manual data processes by 80%. A retail client saw a 20% increase in sales after we connected their ERP to a streamlined order management workflow.
Ask every partner you're considering: "What are three specific, measurable results you've delivered for clients similar to us?" If they can't answer that without calling someone, keep looking.
5. What Happens After Go-Live?
The go-live date is not the finish line. It's the starting gun for the part of the relationship that actually determines whether your investment pays off.
After implementation, you'll need system optimization as your business evolves, user training for new employees, support when something breaks, and guidance as Microsoft releases updates to the Dynamics 365 platform. Many ERP consultants treat all of this as optional add-ons — separate contracts, separate teams, no real accountability.
What you want is a partner with a structured, dedicated post-implementation support model. Not a ticketing system staffed by people who weren't part of your implementation. An actual team that knows your system, your business, and your history.
Ask: "What does your support model look like after go-live? Who is my point of contact? What are your SLAs for critical issues?" If the answer is vague, that's your answer.
The Partner Question Nobody Asks — But Should
After all five of the above, ask one more: "What would make you walk away from a project?"
A partner who has done this long enough has walked away from scopes that weren't right, clients who weren't ready, or situations where they knew the implementation would fail. A partner who says "we take any project that comes through the door" is a partner who will take your money on a project they know has problems.
We've been at this since 1993. That's over 30 years of Microsoft ERP implementations, thousands of projects, and enough experience to know which ones are set up to succeed. When we take on an ERP implementation, it's because we're confident it's the right fit — for the client, for the timeline, and for the outcomes we're being asked to deliver.
If you're evaluating ERP partners right now and want a straight conversation about what your implementation should look like, what it should cost, and whether Microsoft Dynamics 365 is the right fit for your business — we're happy to have that conversation, no pressure attached.
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