Business

Customisation vs. Configuration: Best Practices for Shaping Your ERP Solutions

Published

3 years ago

October 23, 2023

In the intricate realm of enterprise resource planning (ERP), the debate between customisation and configuration rages on. These terms, which sound deceptively similar, are profoundly different pathways leading businesses toward operational harmony. At their core, these concepts revolve around shaping ERP solutions to align with business processes, enhancing efficiency, and streamlining operations.

But which approach should you adopt when it comes to defining the specifics of your ERP journey? Let’s delve into the nuances of each strategy and establish best practices for making the most of your ERP systems.

Understanding the Cornerstones: What are Customisation and Configuration?

Customisation and configuration are methodologies employed to tailor ERP solutions to meet the unique requirements of a business. However, the approach and implications of each vary significantly.

Customisation: This involves altering or modifying the standard features of your ERP software to create new functionalities or change existing ones. It’s essentially a bespoke suit for your software, tailored to fit your business’s unique operational needs. While it provides a personalised touch, customisation can be costly, time-consuming, and may complicate future software upgrades.
Configuration: Configuration, on the other hand, refers to the process of setting up the features that already exist within the software, aligning them with your business processes. Think of it as adjusting the settings on your smartphone – it’s about working within the existing framework to match your preferences, a process that remains within the software’s inherent flexibility.

Weighing the Pros and Cons

When deciding between customisation and configuration, considering the advantages and drawbacks of each approach is vital.

Customisation, though potentially ideal for addressing unique business needs, can lead to challenges such as high costs, extended implementation time, and compatibility issues with new system updates. On the flip side, configuration might offer fewer disruptions during upgrades and often entails a more cost-effective and less time-consuming implementation process. However, it may not satisfy some complex or highly specific business requirements.

Best Practices for Shaping Your ERP Solutions

Assess Your Business Needs: Begin by thoroughly understanding your operational needs. Identify the ‘must-haves’ and distinguish them from the ‘nice-to-haves’ – this step helps in deciding whether a standard ERP solution can be configured to meet your needs or if customisation is the way to go.
Consider Long-term Implications: Reflect on the future direction of your business. Will the changes you’re implementing accommodate growth, new market conditions, and emerging technological trends? Remember, customisation might hinder smooth upgrades, while configuration could be more adaptable.
Consult with ERP Experts: Professional guidance can be invaluable. Engage ERP consultants who can bring to the table insights from diverse industries and help you understand how similar businesses have shaped their systems. They can provide an outsider’s perspective, highlighting considerations you may have overlooked.
Evaluate Costs and ROI: Weigh the initial and ongoing costs against the expected benefits. Customisation might initially seem attractive, but the long-term costs incurred due to maintenance, upgrades, and potential disruptions could be substantial. It’s essential to ensure that the ROI justifies the expenditure.
Stay Informed about ERP Trends: The ERP landscape is continually evolving. Keeping abreast of trends will inform your decision-making process and might introduce new ways of thinking about your ERP solutions. Whether it’s a move towards cloud-based systems or a shift in best practices for data management, being knowledgeable will guide your strategic planning.
Explore Pre-built Solutions: Before diving into customisation, investigate if there are industry-specific solutions already available. Often, ERP providers develop specialised solutions incorporating common custom features required by businesses in a particular sector.

Shaping Your Financial Systems

An integral component of your ERP journey involves establishing robust ERP financial systems and software for businesses. These systems are the backbone of your enterprise, supporting everything from real-time reporting and analytics to financial planning and compliance. It’s here that the decision between customisation and configuration becomes even more critical. With an array of features designed for agility, compliance, and growth, the right financial system becomes an invaluable asset in carving out your market niche.

Making the Decision That Fits

There’s no one-size-fits-all answer in the customisation vs. configuration debate. The optimal approach hinges on your business’s unique needs, growth strategy, and the specific challenges you face in your industry. By carefully assessing these factors and considering both the short-term gains and the long-term impacts, you can make an informed decision that positions your enterprise for sustainable success.

Remember, the goal is to create an ERP solution that not only resolves today’s challenges but also evolves with your business, ensuring you are well-equipped for the demands of tomorrow. Whether through profound customisation or meticulous configuration, your ERP system should be the catalyst that propels your business forward into a future of endless potential.

Business

Ipsos Helps Brands Understand How They Get Customer Experience Wrong & Why It’s Costing Them Millions

Published

4 weeks ago

June 26, 2026

Matthew Wiles

For brands looking to succeed in the modern business ecosystem, the customer experience (CX) is not something companies can afford to ignore. CX is a direct driver of revenue, loyalty, and growth for organizations.

Ipsos, one of the world’s leading market research firms, helps brands understand that failing to focus on the customer experience can lead to lost sales, which in turn can translate to not only millions in lost revenue but also lost trust and credibility in the market.

How brands still get CX wrong

“The customer decision and desire to do business with brands directly affect the bottom line,” says Brad Christian, Chief Commercial Officer at Ipsos – Experience Practice.

Customer experience may sound like a simple concept, but many brands still get it wrong. CX goes beyond surveys and feedback. Leaders who fail to connect feedback in a meaningful way to goals such as retention, repeat visits or purchases, advocacy, and operational performance fail to deliver on their service promises. The emotional and functional disconnect can spell trouble for brands. The most polished advertising campaigns cannot make up for a frustrating customer interaction or a promise that a business cannot fulfill.

According to Ipsos’s internal research, many customers today see service as too automated and impersonal. More than half report that their experience is worse than promised.

These findings don’t just result in disappointed buyers. They result in lost customers, negative feedback, and a long-term impact on the business as a whole.

“Brands have to manage the entire customer experience across each and every touchpoint,” explains Christian.

Poor CX can be expensive

Executives can often underestimate how expensive a history of poor CX can be. Global losses can reach into the billions while leaders wonder what went wrong. In an age of rapid social media communication, a single negative interaction can spell disaster for a company, leading to reduced customer spending or the entire loss of its most loyal customers.

Those losses are not just reflected in lost revenue, however. Customer acquisition and marketing dollars can also be lost as companies continue to spend money trying to retain their customer base, often skipping right over the experience part of retention.

Poor customer experience can be a deep operating problem that creates a domino effect, decimating businesses from the inside out. These poor experiences can impact not only present and future customer acquisition but also business leaders and employees.

CX matters more in today’s business landscape

The customer experience has always mattered, but it may matter more to brands trying to make it in a modern, ultra-competitive, digitally-driven business landscape. Good experiences encourage repeat purchases, boost loyalty, and increase the likelihood that customers will go online and recommend a brand to others.

“Customer experience isn’t an isolated function,” says Christian. “It’s ‌part of a larger system that ensures that brands measure and manage customer experience data and then act on that data to drive action where customer experience gaps exist.”

Brands also have to seek to understand today’s customers, who expect experiences that are seamless, authentic, and relevant. As more and more companies hop on the automation train, they will want to reassure their customers that the human element that many people consider important still exists.

At Ipsos, six drivers of strong customer relationships form the bedrock of the company’s CX platform, something that they refer to as the “Forces of CX”: certainty, fair treatment, control, status, belonging, and enjoyment.

Customers want to feel that if they have an issue with a brand, it will be handled and that their concerns will be understood. They don’t want the customer experience to feel like a battleground; they want it to feel fair and human.

“Customer experience isn’t just a nicer experience,” says Christian. “It ties directly to specific financial outcomes, whether that be increased sales, greater market share, or stronger brand loyalty.”

How Ipsos helps businesses deliver customer experiences that matter

Ipsos turns customer feedback into reliable, actionable, decision-ready information. The company goes beyond simple satisfaction metrics and implements voice-of-the-customer programs, journey analytics, relationship feedback, and quality research.

“Brands don’t just need data,” Christian says. “They need measurements as to how they are delivering on their brand promise and predictive modeling to tie financial performance measures to those measures to help them determine where to invest to maximize the customer experience and understand what financial impact those investments might deliver for the business.”

Ipsos measures the interactions that matter ‌most and shows brands how each interaction can affect retention, share of spend, and efficiency. For brands that are trying to reduce the guesswork behind CX, Ipsos helps them move beyond cosmetic fixes to achieve real, meaningful change.

Customer expectations can shift on a dime, influenced by society, social media, and even changing trends. Ipsos helps brands meet those rapidly changing customer expectations with hard evidence and comprehensive metrics.

Today’s brands need to understand how to get the customer experience right. Ipsos has the insights needed to drive home the deep importance of CX in today’s marketplace.