AI-Powered ERP: The Implementation Mistakes Agencies Make—and How Finance Leaders Can Avoid Them

As agencies evaluate AI-enabled cloud ERP platforms, the conversation often centers on new capabilities—automation, predictive forecasting, and real-time financial insights. Yet many implementations fall short not because of the technology, but because agencies underestimate the operational changes required to support it.

This session will examine the most common implementation pitfalls agencies encounter when adopting AI-focused ERP systems, including inconsistent data structures, fragmented workflows, excessive customization, and underestimating change management. Designed for finance leaders responsible for evaluating risk and return, the discussion will focus on the operational and financial readiness agencies need before embarking on an ERP transformation.

Speakers

Amanda Baginski – Industry Solution Architect @ Oracle NetSuite
I am an Industry Solution Architect at Oracle NetSuite, specializing in solutions for agencies and media organizations. I have implemented and supported NetSuite ERP projects for the past seven years, both at Oracle NetSuite and with a management consulting firm. In my tenure, I’ve helped over 75 clients go live on NetSuite for their project profitability, revenue recognition or media billing needs. I am based in New Jersey.

Morgan Krupinski – Industry Solution Architect @ Oracle NetSuite
Morgan Krupinski an Industry Solution Architect at Oracle NetSuite focused on the services industry group, with deep specialization in agencies and professional services firms. Having supported 70+ NetSuite implementations, he serves as the bridge between sales and delivery, owning the overall solution and helping organizations align commercial goals with execution. A native New Yorker, he now resides in Chicago.

Host: Nicole Rizzo – SVP, Business, Intelligence & Insight @ 4As