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Course Details

Course Information
  • smart_display Format

    On-Demand

  • signal_cellular_alt Difficulty Level

    Intermediate

  • work Practice Area

    Commercial Law

Date & Time
  • event Date

    Tuesday, October 29, 2024

  • schedule Time

    1:00 p.m. ET./10:00 a.m. PT

  • timer Program Length

    90 minutes

Credit Information

  • This 90-minute webinar is eligible in most states for 1.5 CLE credits.

$297.00
CLE
ALL

This CLE course will guide counsel in evaluating, negotiating, and structuring enterprise resource planning (ERP) software installation and service agreements. The panel will review current issues and trends in ERP implementation projects, negotiating with ERP vendors, and best practices and strategies to avoid common pitfalls.

Faculty

Timothy R. Dodson
Of Counsel
Morris Manning & Martin LLP

For more than 25 years, Mr. Dodson has structured and negotiated arrangements for the provision (or procurement) and implementation of software, systems or IT-enabled services across the enterprise, guiding clients through a wide variety of transactions including: outsourcing transactions of all varieties; enterprise software implementation projects (ERP, CRM, banking/insurance/wealth management platforms, etc.); cloud services arrangements (Software as a Service, Infrastructure as a Service, Platform as a Service, etc.); and payment card, mobile wallet and other payment arrangements from all sides (issuer, acquirer, merchant, processor) and other FinTech transactions. Mr. Dodson has handled these transactions around the globe across a broad swath of industries, notably banking, insurance, wealth management and other financial services, hospitality, retail, consumer products, airline, software and data analytics. His deep experience encompasses working both sides of the table, on behalf of or opposite technology providers.

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Description

Many organizations use ERP systems and software for the integrated management of their core business processes. At a certain point in time, organizations will be confronted with a need to replace or upgrade their ERP systems or switch to the cloud and will need to engage in contractual negotiations with large ERP software vendors.

Because of the importance of ERP software to an organization's day-to-day operations and the often high value of such contracts, organizations that rely upon ERP systems will often require deviations from standard contracts and the inclusion of terms that are appropriate and necessary to their business. Counsel must understand the unique contours of ERP contracts as well as what to negotiate and who the organization is negotiating against before entering the negotiation process.

Listen as our authoritative panel reviews best practices for negotiating and structuring ERP software agreements. The panel will discuss key considerations for counsel to keep in mind as they review these contracts to avoid common pitfalls and costly mistakes.

Outline

  1. Overview of ERP implementation projects
  2. ERP software agreements
  3. Negotiating with ERP vendors
    1. Key terms
    2. Common legal issues and pitfalls
    3. Best practices

Benefits

The panel will review these and other key issues:

  • What distinguishes ERP projects from other software implementation projects?
  • What are the key features of the ERP contract negotiation process?
  • What strategies and best practices can counsel use to successfully negotiate an ERP agreement tailored to the organization's needs?