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Infor Velocity Suite: Key Takeaways From Infor Velocity Week 2026 For ERP Buyers

Infor Velocity Suite: Key Takeaways From Infor Velocity Week 2026 For ERP Buyers

Key Highlights

  • On October 6, 2026, Infor unveiled its expanded Infor Industry AI architecture and the next evolution of the Infor Velocity Suite at Infor Velocity Week 2026 in Orlando.
  • Infor Industry AI is organized around four pillars: Precise Outcomes, Open & Connected, Easy to Use, and Governed.
  • Infor describes the Infor Velocity Suite as a single package that combines industry AI agents, generative AI, process mining, automation, and implementation expertise from forward-deployed engineers.
  • Infor’s second Enterprise AI Adoption Impact Index, a survey of 2,111 decision-makers in seven markets, found that 68% believe off-the-shelf AI does not adequately address their industry’s needs.
  • Infor highlighted governance and accountability as core elements of its architecture, including human-approval workflows, agent permissions, and audit trails. ERP buyers should verify how these controls operate in practice and whether they meet their organization’s requirements.
  • Performance figures cited in the announcement come from Infor, so buyers should validate them against their own processes and environment.
The State of ERP 2026 - Watch On-Demand

Introduction

Every year, ERP vendor events provide a useful window into where the industry is heading. At Infor Velocity Week 2026, the clear message was that agentic AI is moving from experimentation toward execution inside core business processes, and that Infor intends to deliver this through its industry-specific approach. The centerpiece was the expanded Infor Velocity Suite.

This recap of the Infor Velocity Suite summarizes what Infor announced, what its executives and customers discussed in published sessions, and what ERP buyers may want to consider as they evaluate these ideas. It is based on Infor’s announcement, independent media coverage, and recorded interviews from the event. Performance figures and research results are Infor’s own, and this blog does not independently verify them.

What Is the Infor Velocity Suite?

Infor is positioning the Infor Velocity Suite as a bundled way for existing and prospective customers to adopt industry-specific AI and automation. Rather than evaluating each capability in isolation, ERP buyers should examine the package as a whole: which tools and use cases are included, how they connect to current systems, what implementation support is provided, and what contractual limits apply.

ComponentWhat Infor says it provides
Infor Industry AI agentsAgents built with industry-specific context, tied to the customer’s Industry Process Catalog
Agentic OrchestratorA layer that coordinates work across Infor applications
Process mining and automationTools to identify and automate processes
Generative AICapabilities including the Infor GenAI Assistant and Infor GenAI Knowledge Hub
Prebuilt industry use casesOut-of-the-box use cases, with more than 350 in the catalog
Implementation expertiseForward-deployed engineers and industry experts who help put use cases into production

Infor also describes a commercial model with a single offer and unlimited access within fair business use. Infor describes the Velocity Suite as a single commercial offer with unlimited access within fair business use. Before purchasing the Infor Velocity Suite, organizations should confirm the pricing structure, contract duration, usage conditions, exclusions, and any additional implementation or service charges directly with Infor or an authorized partner. 



ERP Selection Requirements Template

This resource provides the template that you need to capture the requirements of different functional areas, processes, and teams.

The Four Pillars of Infor Industry AI

Infor organized the announcement around four platform pillars, with the related capabilities accessed through the Infor Velocity Suite:

PillarWhat Infor describesPerformance claims and figures reported by InforWhat ERP buyers should evaluate
Precise OutcomesIndustry AI agents grounded in Industry CloudSuites, Industry Process Catalogs, and industry-specific domain language models; Infor GenAI Knowledge Hub now generally available for building custom agentsShipments processed up to 60% faster for customers using this layerCan the agents handle the organization’s actual industry-specific rules, exceptions, and data?
Open & ConnectedAn open platform that connects to non-Infor applications and existing orchestration and analytics tools; agents coordinate through Infor IQ, a semantic layerMore than 350 out-of-the-box use casesWhich external systems are supported, and what integration work remains the customer’s responsibility?
Easy to UseAdaptive UX that assembles a role-aware view of what a decision requires, and works through the Infor GenAI Assistant or other AI assistants customers already useUp to 90% time savings across procurement, supply chain, manufacturing, and sales workflowsAre the claimed time savings relevant to the customer’s workflows, and how will they be measured?
GovernedHuman-approval workflows, agentic permission structures, audit trails, and immutable logging within the orchestration layerUp to a 90% reduction in auditing costs tied to access managementCan permissions, approvals, logs, and exception handling meet the organization’s control requirements?

These results are reported by Infor, and actual outcomes will vary with each organization’s processes, data, and starting point.



ERP System Scorecard Matrix

This resource provides a framework for quantifying the ERP selection process and how to make heterogeneous solutions comparable.

Why Industry Context Was the Central Theme

A recurring idea across the sessions was that AI agents perform better when they understand the specific details of an industry. Infor leaders gave practical examples. Receiving processes can differ even within food and beverage, for instance between dairy and red meat. For ERP buyers, the practical question is whether industry context is reflected in the rules, data structures, validations, and exception handling that govern actual transactions. Industry-specific terminology alone does not establish that an agent can execute a process reliably. Buyers should test representative transactions, including exceptions, before expanding automation.

Infor says its architecture exposes business-level process interfaces, such as purchase-order creation, rather than requiring agents to coordinate numerous granular technical calls. Combined with its shared semantic layer and industry-specific context, this design is intended to reduce errors and token usage. These are stated design goals; their impact on accuracy, reliability, and cost should be assessed in the relevant operating environment.

This is one vendor’s approach, delivered through the Infor Velocity Suite, to a broader industry question. Other ERP vendors are pursuing agentic AI through their own architectures, and buyers will want to compare how each handles industry fit, data context, openness, and governance against their specific requirements.

What the Infor Research Found

Alongside the Infor Velocity Suite announcement, Infor released the second edition of its Enterprise AI Adoption Impact Index. The research was conducted by YouGov on behalf of Infor in August 2026, surveying 2,111 business decision-makers in the UK, US, Singapore, Japan, France, Australia, and Germany.

FindingResult
Off-the-shelf AI does not adequately address industry needs68% of businesses, with a majority holding this view in six of the seven markets
Expect AI investment to increase over the next 12 months59% of businesses globally
Comfortable with autonomous agents fully executing critical processes without human input at every step54% of global leaders
Prefer humans to make high-stakes decisions with no AI input11% of leaders
Cite data security, sovereignty, or compliance as the single greatest barrier to AI strategy33%
Have a Chief AI Officer roleAbout 10% globally
Manufacturing respondents who said off-the-shelf AI does not fit their needs73% (distribution at 76%, retail at 69%)

One finding stood out for governance. When asked who is accountable if AI gets something wrong, answers were spread out: 23% pointed to the CEO or executive leadership, 22% to the CIO or CTO, 15% to an AI committee or governance group, and 10% to department heads. Another 15% said no one person has primary responsibility, or that it is unclear.

The Index was commissioned by Infor and conducted by YouGov. Its findings reflect the responses of 2,111 business decision-makers across seven markets, rather than all businesses globally. Readers should consult the full Enterprise AI Adoption Impact Index report and methodology and consider the survey sample, question wording, and geographic coverage when interpreting the results.

For ERP buyers, the findings point to two separate evaluation questions: whether AI can address the requirements of a specific industry and whether the organization has clear accountability when automated decisions go wrong. The survey provides context on decision-makers’ reported views, but it does not establish that any particular AI architecture will resolve these challenges. Buyers should evaluate capabilities against their own processes, risk thresholds, and governance requirements.

Governance and Human Oversight

Infor executives emphasized that trust is as important as capability when agents take on decisions. In a published interview, Infor’s president and chief technology officer described an approach that begins with a human reviewing agent recommendations, then adds observability, auditability, and access controls that treat each agent much like another participant in the enterprise.

Another Infor executive gave an example of how autonomy can be calibrated: routine steps such as order creation can run autonomously, while higher-stakes decisions, such as reallocating customer demand, are routed for human approval. Infor describes a governance, risk, and compliance layer intended to apply controls and logging to agent actions. ERP buyers should confirm how permissions, approval requirements, explanations, exception handling, and audit records are implemented for the specific processes they intend to automate.

For ERP buyers evaluating the Infor Velocity Suite, the practical takeaway is that the level of autonomy is a design choice. Organizations can decide which processes warrant full automation and which need human approval.

Forward-Deployed Engineers and Time to Value

A notable part of Infor’s model is its Forward-Deployed Engineers, described as industry and process specialists who work with customers to build and refine use cases. Infor says its Forward-Deployed Engineers work with customers to develop and refine industry-specific use cases. The company has highlighted faster prototyping and deployment as benefits of this model, although actual timelines will depend on project scope, data readiness, integration complexity, testing, and organizational change.

A customer perspective was also shared in the announcement, where the CTO of Team Air Distributing described the pairing of Infor’s agents with forward-deployed engineers as a way to reduce manual work and build trust one process at a time. Timelines, as always, depend on scope, data readiness, and organizational change.

Adoption After Go-Live

In another session, Infor’s chief customer officer described a framework of optimize, adopt, and innovate for guiding customers beyond go-live. She argued that standardizing core processes helps make AI more effective and affordable, and discussed Infor Value+, a self-service evolution of the company’s customer success tools, along with micro-vertical benchmarking so customers can see how they compare with similar peers. She also pointed to inertia, rather than technology, as the biggest barrier, with many organizations unsure where to begin.

For ERP customers adopting the Infor Velocity Suite, post-go-live adoption should be evaluated through process performance, user adoption, exception rates, and measurable business outcomes. Before expanding AI use, organizations should establish a baseline and define how improvements will be monitored over time. This helps distinguish the availability of new capabilities from their actual contribution to business performance.

What ERP Buyers and Infor Customers Should Consider

For organizations evaluating ERP platforms or running Infor CloudSuites today, several themes from the event about the Infor Velocity Suite and Infor Industry AI are worth reflecting on:

  • Start with a defined use case. Selecting one high-impact process and measuring results can be more productive than a broad automation program.
  • Standardized processes and clean data matter. Industry-specific agents depend on well-defined processes and reliable master data.
  • Decide accountability early. The research suggests many organizations have not settled who is responsible when AI makes a mistake.
  • Assess openness. Consider how any agentic capability connects with your existing applications, orchestration tools, and data.
  • Understand total cost. Infor’s own research cited in one session indicated that many organizations do not fully understand their long-term AI costs, so clarity on commercial terms is important.
AreaQuestions to ask
FitWhich agents and use cases match our industry, our micro-vertical, and our priority processes?
Data and processesAre our processes standardized and our data ready for agent-driven execution?
GovernanceHow are permissions, approvals, and audit trails configured, and does this meet our audit requirements?
CommercialsWhat is included in the single commitment, what does fair business use mean, and how does cost change as usage grows?
ValidationWhat baseline, success criteria, and testing will show whether a use case delivers value?
IntegrationHow will agents work with non-Infor systems and tools we already use?
DeliveryWhat is the role of forward-deployed engineers versus our internal team and implementation partners?
AccountabilityWho reviews exceptions, authorizes consequential actions, and takes responsibility when an automated outcome is incorrect?

An Independent Perspective

ElevatIQ approaches ERP selection and advisory from an independent, requirements-led perspective. When events like Infor Velocity Week introduce new capabilities, our focus is on helping organizations separate what is relevant to their business from what can wait. In practice, this often means assessing process and data readiness, defining requirements, comparing platforms on a like-for-like basis, and planning adoption in a measured way. Whether you are selecting a new ERP, evaluating the Infor Velocity Suite as part of an existing Infor environment, or planning your approach to agentic AI, a vendor-neutral assessment can bring clarity.

Final Thoughts

The expanded Infor Velocity Suite reflects a broader shift in enterprise software toward agents that execute work, supported by industry context and governance. Infor’s emphasis on micro-vertical expertise, interoperability, human oversight, and embedded implementation support illustrates its approach to enterprise AI. For buyers, the real test will be how well these capabilities perform against specific processes, controls, and commercial expectations.



ERP Selection: The Ultimate Guide

This is an in-depth guide with over 80 pages and covers every topic as it pertains to ERP selection in sufficient detail to help you make an informed decision.

Infor Velocity Suite: Key Takeaways From Infor Velocity Week 2026 For ERP Buyers Read More »

Oracle Fusion Claw: What The New Agentic Execution Runtime Means For ERP Buyers And Fusion Customers

Oracle Fusion Claw: What The New Agentic Execution Runtime Means For ERP Buyers And Fusion Customers

Key Highlights

  • Oracle announced Oracle Fusion Claw on September 29, 2026, as a governed agentic execution runtime for Oracle Fusion Agentic Applications.
  • According to Oracle, it combines AI reasoning with deterministic enterprise computation, so AI is applied where intelligence is needed and conventional computation handles high-volume execution.
  • Oracle announced 25 new Claw-powered Agentic Applications, described as capable of full-auto execution within delegated authority. These applications are additions to Oracle’s broader portfolio of 75 Agentic Applications, according to the company, with examples spanning finance, HR, supply chain, and sales.
  • Governance is built around an Enterprise Operating Envelope, an Outcome Trust Harness, and an Outcome Receipt that records what happened in each run.
  • Customers can choose how much automation a process gets, from quick assistance to governed full auto execution within delegated authority.
  • ERP buyers and existing Fusion customers should evaluate process readiness, data quality, governance, and costs before expanding autonomy.
The State of ERP 2026 - Watch On-Demand

Introduction

Agentic AI has moved quickly from an interesting concept to a feature that ERP vendors are building directly into their suites. The latest example is Oracle Fusion Claw, announced by Oracle on September 29, 2026. For finance, HR, supply chain, and IT leaders who run or are considering Oracle Fusion Cloud Applications, it raises a practical question: what does it actually do, and how should we think about it?

This blog summarizes Oracle’s announcement, explains the key concepts in plain language, and outlines what organizations should evaluate before acting on it. The analysis is based primarily on Oracle’s September 29, 2026 announcement and related product documentation. It describes Oracle’s stated capabilities and should not be interpreted as independent verification of product performance, cost savings, or compliance outcomes.

What Is Oracle Fusion Claw?

Oracle describes Oracle Fusion Claw as a governed agentic execution runtime for Oracle Fusion Agentic Applications. In simpler terms, it is the engine that lets agentic applications take on larger, longer-running, and more complex pieces of work, while operating within rules that the organization defines.

Oracle positions Agentic Applications as outcome-based applications, where people define the objectives, authority, and accountability, and the applications coordinate the process to reach an outcome. Oracle Fusion Claw is intended to extend that model to specialist-grade work such as deep research, computation, simulation, modeling, and continuous re-planning.y more layered history than many legacy Macola customers may realize when evaluating the product’s stability today.



ERP Selection Requirements Template

This resource provides the template that you need to capture the requirements of different functional areas, processes, and teams.

How Oracle Fusion Claw Works: Reasoning Plus Deterministic Computation

One of the central ideas in the announcement is the separation between reasoning and execution. According to Oracle, each Claw outcome begins with an advanced AI model that reasons and plans the work, with the ability to adapt as execution progresses. Fusion Claw then uses deterministic enterprise computation to carry out the work precisely and at scale.

StageWhat happensWhy it matters (per Oracle)
ReasoningA frontier model plans the approach, learns, and adaptsAI intelligence is applied where judgment is needed
ExecutionDeterministic enterprise computation performs the high-volume workDesigned to support consistent execution at scale, with potential cost benefits that depend on the process and implementation
Re-planningThe plan is adjusted as conditions changeLonger-running work can adapt rather than start over

Oracle states that this separation provides customers with a potential economic advantage, since AI reasoning is used only where it is needed. As with any vendor claim about cost efficiency, the actual impact will depend on each organization’s processes, volumes, and pricing terms.

The announcement also notes that Oracle Fusion Claw runs on Oracle Cloud Infrastructure and is powered by frontier models including Gemini and OpenAI, with support for additional frontier models planned over time.



ERP System Scorecard Matrix

This resource provides a framework for quantifying the ERP selection process and how to make heterogeneous solutions comparable.

The Governance Layer: Operating Envelope, Trust Harness, and Receipt

For ERP leaders, the most relevant question about autonomous AI is usually not what it can do, but how it is controlled. Oracle’s announcement describes three governance components of Oracle Fusion Claw:

ComponentWhat it isWhat it covers
Enterprise Operating EnvelopeThe organization’s boundaries for autonomous workObjectives, standard operating procedures, policies, constraints, permissions, risk thresholds, decision rights, approval requirements, and escalation boundaries
Outcome Trust HarnessEnforcement of the envelope on each outcome runIdentity, capabilities, data, and actions
Outcome ReceiptAn auditable record produced when an outcome is completeAuthority applied, evidence used, decisions made, actions and transactions executed, and the result

This structure is designed to give finance, audit, and compliance teams a way to understand what an automated process did and under whose authority. Whether it meets a particular organization’s audit and regulatory requirements is something each company would need to assess for itself.

Choosing the Level of Automation

Oracle also states that customers can decide what level of automation a process should have, ranging from quick assistance to governed full auto execution within explicitly delegated authority. Organizations may wish to begin with lower-risk, measurable use cases and expand autonomy as controls and results are validated. The appropriate starting point will depend on process criticality, the potential consequences of errors, existing controls, and the organization’s readiness for automation.

Examples of the 25 Claw-Powered Agentic Applications

Oracle reports that 25 Claw-powered, full auto-capable Agentic Applications are available, as part of a portfolio of 75 Agentic Applications. The announcement highlights four examples:

ApplicationBusiness areaWhat Oracle says it helps with
LedgerFinanceImproving close readiness and resolving accounting exceptions faster by reconciling large volumes of entries and investigating anomalies
Workforce StaffingHRCreating executable staffing plans that balance skills, availability, schedules, labor rules, costs, and coverage, with continuous re-planning
Shipping ConsolidationSupply chainReducing shipping costs by modeling consolidation alternatives across timing, capacity, service commitments, and cost
Account Territory Growth PlanSalesImproving coverage and opportunity allocation by modeling and comparing territory scenarios

These examples show a common theme: problems with many constraints and large volumes of data, where planning, simulation, and re-planning are valuable.

Where Oracle Fusion Claw Fits in the Wider Oracle AI Ecosystem

According to the announcement, the Claw-powered applications are part of a broader Fusion AI ecosystem anchored by Oracle AI Agent Studio for Fusion Applications. With the Agentic Applications Builder and AI Studio Skill capabilities, organizations can create and manage agentic applications using reusable Oracle, partner, and external agents. Oracle also describes observability, ROI measurement, and safety controls within its broader agentic AI ecosystem. ERP buyers should establish how these capabilities are configured, what metrics they expose, and whether the resulting evidence is sufficient for their operational and governance requirements.

What Oracle Fusion Claw Means for ERP Buyers and Existing Fusion Customers

For organizations evaluating ERP platforms, or already running Oracle Fusion Cloud Applications, announcements like this are a useful prompt to review readiness and priorities. A few themes are worth considering:

  • AI capability is becoming part of ERP evaluation. Agentic features should be assessed alongside functional fit, total cost of ownership, implementation complexity, integration requirements, and long-term support. Buyers should distinguish between capabilities available today, those requiring additional configuration, and benefits that still need to be demonstrated in their own operating environment.
  • Foundations still matter. Agentic applications work with an organization’s data, processes, and policies. Clean master data, well-defined processes, and clear approval rules are likely to influence how much value any such capability delivers.
  • Governance needs to be designed, not assumed. Defining decision rights, risk thresholds, and escalation paths is an organizational exercise as much as a technical one.
  • Change management is part of the picture. Moving from AI assistance to AI execution changes how teams work, review, and take accountability.

Organizations should not assume that a new agentic capability, on its own, justifies an ERP change or an expanded automation programme. For some businesses, the priority may be improving data quality, standardizing processes, or making better use of existing ERP functionality. Others may have specific, high-volume processes where greater autonomy warrants a structured pilot. The appropriate path depends on business requirements, readiness, risk tolerance, and measurable results rather than the announcement alone.

Questions to Ask Before Acting

The announcement is a press release, so it does not answer every practical question an ERP leader would have. These are worth raising with the vendor and internal teams:

AreaQuestions to consider
FitWhich of the 25 applications match our priority processes, and how do they work with our current configuration?
Data and processesAre our data quality and process definitions ready for higher levels of automation?
Governance and auditHow would the Operating Envelope and Outcome Receipt align with our internal controls and audit requirements?
CommercialsHow are these applications licensed and priced, and how does usage affect cost?
RiskWhat happens when an outcome falls outside the defined boundaries, and who is accountable?
RolloutWhat level of automation is appropriate to start with, and how will we measure results?
ValidationWhat measurable baseline, success criteria, and testing process will we use to determine whether the application delivers value?
AccountabilityWho reviews exceptions, authorizes consequential actions, and takes responsibility when an automated outcome is incorrect?

Pricing, licensing terms, and availability details are not covered in the announcement, so it is best to confirm them directly with Oracle or an authorized partner.

An Independent View on Agentic AI in ERP

ElevatIQ approaches ERP selection and advisory from an independent, requirements-led perspective. For announcements such as Oracle Fusion Claw, the relevant question is not simply what a vendor says its technology can do, but how well those capabilities align with an organization’s business requirements, existing systems, governance needs, and implementation constraints.

Our ERP selection and advisory work typically focuses on helping organizations understand how new capabilities relate to their actual requirements, how ready their data and processes are, and how to plan adoption without overextending. Whether a company is comparing ERP platforms or optimizing an existing Oracle Fusion environment, a structured, vendor-neutral assessment can help separate what is relevant now from what can wait.

Final Thoughts

Oracle Fusion Claw illustrates a shift toward AI applications that can coordinate and execute multi-step business work rather than only assist users with individual tasks. Oracle’s stated approach combines delegated authority, execution controls, and records of completed outcomes. For ERP buyers, however, the practical value will depend on the processes being automated, the controls that can be configured and tested, the commercial terms, and the results achieved in the organization’s own environment.

Organizations evaluating ERP options or planning an Oracle Fusion roadmap should assess agentic AI against their business requirements, implementation constraints, governance needs, and long-term objectives. ElevatIQ can help evaluate these considerations as part of a structured ERP selection or advisory process., compare alternatives, assess migration complexity, and make a considered decision rather than a reactive one.



ERP Selection: The Ultimate Guide

This is an in-depth guide with over 80 pages and covers every topic as it pertains to ERP selection in sufficient detail to help you make an informed decision.

Oracle Fusion Claw: What The New Agentic Execution Runtime Means For ERP Buyers And Fusion Customers Read More »

ERP Expert Witness: What The Role Involves And When You Need One

ERP Expert Witness: What The Role Involves And When You Need One

Key Highlights

  • An ERP expert witness is an independent professional who gives an objective, evidence-based opinion on ERP projects in legal and dispute-resolution settings.
  • Expert input is typically sought in failed implementations, scope and contract disagreements, cost and timeline overruns, data migration issues, and licensing disputes.
  • The role involves reviewing project records, applying industry practice, forming an independent opinion, and communicating it clearly through reports and testimony.
  • Experts can serve as consulting experts (behind the scenes) or testifying experts (formal evidence), depending on the matter and the applicable rules.
  • Engaging an expert early helps legal teams understand the technical issues before committing to a position.
  • Independence, hands-on ERP experience, and a sound methodology are the key qualities to look for.
The Ultimate ERP Playbook for Electronics Manufacturing - Tanner Rogers - Watch On-Demand

Introduction

An ERP project touches finance, supply chain, manufacturing, HR, and customer operations all at once. When it goes well, the business barely notices the system. When it does not, the consequences can reach well beyond the IT department, and sometimes into a courtroom or an arbitration hearing.

In those situations, attorneys and decision-makers often need someone who can explain what happened, in plain language, from a technical and project-delivery standpoint. That is where an ERP expert witness comes in. This blog explains what an ERP expert witness is, the situations where one is typically needed, what the role involves, and what to look for when choosing one.

What Is an ERP Expert Witness?

An ERP expert witness is a professional with deep, hands-on experience in ERP selection, implementation, customization, and support for enterprise resource planning systems, who provides an objective opinion in a legal or dispute-resolution setting.

The role is not to take a side. A credible ERP expert witness examines the facts, compares them to accepted industry practices, and gives an independent opinion on questions such as whether the project was scoped realistically, whether the delivery followed a sound methodology, or whether the issues described are consistent with the system’s capabilities.

An expert witness may be asked to provide a written report, give a deposition, or testify at a hearing or trial. The exact process depends on the jurisdiction and the forum, whether that is a court, an arbitration panel, or a mediation.



ERP Selection Requirements Template

This resource provides the template that you need to capture the requirements of different functional areas, processes, and teams.

Why ERP Disputes Need Specialized Expertise

ERP implementations are complex by nature. They involve contracts and statements of work, requirement documents, configuration decisions, data migration, integrations, testing cycles, training, and organizational change, often spread across many months and multiple parties.

Judges, juries, and arbitrators are rarely familiar with how these projects work in practice. Terms like fit-gap analysis, user acceptance testing, cutover, or change request carry specific meanings in the ERP world. An ERP expert witness helps translate this context so that the decision-makers can evaluate the evidence with a clear understanding of how ERP projects are normally run.

Common Situations Where an ERP Expert Witness Is Needed

Not every difficult ERP project ends in a dispute, and most disagreements are resolved without legal action. When a dispute does escalate, an ERP expert witness may be asked to contribute in situations such as:

SituationWhat it typically involvesWhere an expert’s analysis helps
Failed or abandoned implementationsThe system did not go live, or went live without the agreed functionalityExamining project records to understand the factors behind the outcome
Scope and deliverable disagreementsThe parties interpret the contract or statement of work differentlyExplaining how scope is normally defined and managed in ERP projects
Budget and timeline overrunsCosts or schedules grew significantlyReviewing whether causes relate to requirements changes, resourcing, or project management
Data migration and integration problemsData quality issues or failed integrations disrupted operationsAssessing migration approach, testing, and cutover practices
Customization and performance concernsThe delivered solution does not perform as expectedDistinguishing design, configuration, and business process factors
Licensing and contract disputesDisagreements on license scope, usage, or renewal termsClarifying how the software is deployed and used
Insurance and damages claimsThe impact of an ERP failure needs to be assessedProviding a technical view of the issues involved

It is worth noting that each dispute has its own facts. The presence of a problem on a project does not by itself establish that any party was at fault, which is exactly why an objective review matters.



ERP System Scorecard Matrix

This resource provides a framework for quantifying the ERP selection process and how to make heterogeneous solutions comparable.

What Does an ERP Expert Witness Actually Do?

The work varies by matter, but it generally follows a structured path:

  1. Reviewing the record. This usually includes contracts, statements of work, requirement documents, project plans, status reports, change requests, test results, and correspondence between the parties.
  2. Applying industry knowledge. The expert compares what happened on the project with generally accepted ERP implementation practices and the capabilities of the software involved.
  3. Forming an independent opinion. The expert identifies the technical and project-related factors that appear to have contributed to the outcome, based on the evidence.
  4. Communicating findings. This may involve a written expert report, support in preparing for depositions, and testimony that explains technical matters clearly to a non-technical audience.

The quality of the work depends on a transparent, well-documented methodology. Opinions should be grounded in the evidence rather than assumptions.

Consulting Expert vs. Testifying Expert

In some legal systems, an expert can serve in two different capacities, and the distinction matters for how the work is used.

AspectConsulting expertTestifying expert
RoleHelps the legal team understand the technical issuesProvides an opinion presented formally as evidence
Typical workAssessing strengths and weaknesses, shaping strategyPreparing a report, supporting depositions, giving testimony
VisibilityUsually works behind the scenes, subject to local rulesOpinion is shared with the other parties and the forum
Best suited forEarly case assessmentMatters where formal expert evidence is required

Which arrangement fits a given matter, and how each is treated procedurally, is a question for the attorneys involved and depends on the applicable rules.

When Should You Engage an ERP Expert Witness?

In general, earlier is better. Engaging an ERP expert witness or consulting expert while a dispute is still taking shape can help legal teams:

  • Understand the technical issues before committing to a position
  • Identify which documents and records matter most
  • Preserve relevant project artifacts and communications
  • Evaluate whether a claim or defense is supported by the project evidence

Bringing in an expert late in the process is still possible, but it can leave less time to review a large volume of project records thoroughly.

What to Look for in an ERP Expert Witness

Choosing the right expert is a significant decision. Some factors worth considering:

FactorWhat to look for
Independence and objectivityAn honest opinion rather than advocacy, with no conflicts of interest with the parties involved
Hands-on ERP experiencePractical experience across selection, implementation, and support, not only theory
Familiarity with multiple platformsBreadth across ERP systems and delivery approaches for a balanced view
Clear communicationThe ability to explain complex technical topics simply in a legal setting
Sound methodologyA clear explanation of how conclusions were reached and what evidence supports them
Relevant qualifications for the forumA background that meets the admissibility standard of the relevant jurisdiction, confirmed by counsel

The Value of an Independent Perspective

Because ERP disputes often involve software vendors, implementation partners, and customers, independence is a critical quality. As an independent ERP consultancy, ElevatIQ is not tied to any single software vendor or implementation partner, which supports a neutral, evidence-based approach. Our consultants bring practical experience from ERP selection and implementation advisory work, and we now extend that experience to ERP expert witness engagements, supporting legal teams with technical analysis and clear, objective opinions.

Please note that ElevatIQ provides technical and industry expertise. We do not provide legal advice, and decisions about legal strategy should always be made with qualified legal counsel.

Final Thoughts

ERP projects are high-stakes investments, and when expectations and outcomes diverge, an objective, technically grounded view can help everyone involved understand what actually happened. An ERP expert witness provides that clarity, whether in a courtroom, an arbitration, or the early stages of case assessment.

If you are an attorney, in-house counsel, or a business leader dealing with an ERP-related matter and would like to understand how an independent expert can support the process, the ElevatIQ team would be glad to start a conversation. Contact ElevatIQ to discuss your requirements in confidence.



ERP Selection: The Ultimate Guide

This is an in-depth guide with over 80 pages and covers every topic as it pertains to ERP selection in sufficient detail to help you make an informed decision.

ERP Expert Witness: What The Role Involves And When You Need One Read More »

Macola ERP Alternatives: What Its Ownership History Means for Legacy Customers

Macola ERP Alternatives: What Its Ownership History Means for Legacy Customers

Key Highlights

  • Macola, originally built for manufacturers and distributors, has undergone several changes in corporate ownership or control since 2001. This also includes transactions involving private equity investors. The most recent was announced in February 2025. There was no formal end-of-life announcement for Macola in ECI’s current public materials.
  • The most recent transaction saw Apax Partners. They first invested in ECi in 2017, increasing its equity stake to become a co-control owner alongside Leonard Green & Partners. Along with GIC joining as a new investor. This makes evaluating Macola ERP alternatives a reasonable planning exercise for legacy customers. Not because of any announced sunset, but because ownership changes provide context for assessing product investment, roadmap communication, and long-term strategic positioning.
  • The February 2025 announcement should not, by itself, be interpreted as evidence of declining investment in ECI or Macola. The investors described continued growth, investment in core products, and expansion in ECI’s existing verticals as priorities. For Macola customers, the more relevant question is whether those broader priorities translate into continued investment and roadmap clarity for Macola specifically.
  • None of this means Macola customers need to migrate immediately. It does mean that understanding the ownership history, alongside observable product investment, release activity, and roadmap communication, is a reasonable input into any ERP planning discussion.
Your ERP Strategy Is About to Break - Sandeep Chopra - Watch On-Demand

Introduction

Not every signal worth acting on comes in the form of an announced end-of-life date. Sometimes the more useful signal is a pattern. For Macola ERP customers, that pattern is a private equity ownership history that has changed hands repeatedly over the past several years. Most recently in a transaction announced on February 28, 2025.

Macola has roots dating to 1971 in Marion, Ohio, built specifically for the operational needs of manufacturers and distributors. It was acquired by Exact Software in 2001. Since then, Macola’s corporate ownership has changed multiple times, including transactions involving private equity investors. Macola has, at various points, operated within larger software portfolios alongside other products serving different markets and industries.

This piece walks through what’s actually been confirmed about Macola’s ownership history. Why a pattern of repeated PE transactions matters differently than a single end-of-life date, and how legacy Macola customers should think about evaluating Macola ERP alternatives, independently of any single ownership event.

What’s Actually Been Confirmed About Macola’s Ownership History

Understanding why some legacy customers are starting to evaluate Macola ERP alternatives starts with laying out the confirmed ownership timeline in full, since it’s more layered than a single acquisition story.

Macola’s Ownership Timeline: Confirmed Transactions

DateTransaction
2001Exact Software, a Netherlands-based enterprise software company, acquires Macola
August 2017Apax Partners agrees to acquire ECi Software Solutions from affiliates of The Carlyle Group and Level Equity, with Carlyle retaining a minority ownership position. Concurrently, Exact Software’s Macola, JobBOSS, and MAX businesses are combined with ECi
2020Leonard Green & Partners agrees to acquire a majority stake in ECi from Apax Partners and The Carlyle Group; upon completion, Apax retains a minority stake
February 28, 2025Apax Funds announce a definitive agreement to increase their equity stake in ECI; upon completion, Apax will become a co-control owner alongside Leonard Green & Partners, with GIC making a substantial new investment

Four changes in corporate ownership or control across roughly two decades is not unusual for enterprise software broadly, but it is a meaningfully more layered history than many legacy Macola customers may realize when evaluating the product’s stability today.



ERP Selection Requirements Template

This resource provides the template that you need to capture the requirements of different functional areas, processes, and teams.

Why Ownership History Is Relevant to ERP Planning

A single change in ownership does not, by itself, establish anything about a product’s future. For customers, the more useful approach is to examine the broader ownership history alongside observable indicators such as product investment, release activity, roadmap communication, and the product’s position within the owner’s portfolio.

ECi Software Solutions is a diversified provider of industry-specific business software, with Macola serving as one product among a portfolio that spans manufacturing, distribution, field services, building and construction, and other verticals. That structure isn’t unique to ECi, but it is a relevant factor when evaluating how the product is positioned within the broader portfolio and whether its roadmap and investment priorities remain clear.

What Repeated PE Ownership Changes Typically Signal, and What They Don’t

SignalWhat It SuggestsWhat It Doesn’t Confirm
Multiple ownership changes over timeA reason to examine whether product strategy, investment priorities, or roadmap communication have changedThat any specific product, including Macola, is being discontinued
A product positioned as one of several inside a larger portfolioProduct investment and roadmap priorities should be evaluated against the broader portfolioThat the product in question is receiving less investment than others in the portfolio
No formal end-of-life announcement identified in current public materialsThere is no publicly stated sunset date to plan againstThat the product’s roadmap and update cadence will remain unchanged indefinitely

The February 2025 ownership announcement also provides an important counterpoint. Apax stated that its earlier investment had supported ECI’s core products, international expansion, and M&A, while the new transaction was framed around continued growth and expansion. The ownership change therefore should not be treated as evidence of declining investment on its own. For Macola customers, the practical question is whether ECI’s broader investment strategy is translating into visible product development, roadmap clarity, and continued support for Macola.



ERP System Scorecard Matrix

This resource provides a framework for quantifying the ERP selection process and how to make heterogeneous solutions comparable.

Evaluating Macola ERP Alternatives, and What Belongs in That Evaluation

For a legacy Macola customer, the absence of a publicly identified formal end-of-life announcement means there is currently no publicly stated sunset deadline forcing an immediate migration decision. That’s different from having no reason to evaluate options at all. A reasonable approach treats the ownership history as one input among several, not as a standalone reason to migrate.

Evaluation AreaWhy It Matters for Legacy Macola Customers
Current release cadence and roadmap communicationWhether ECi has continued to invest visibly in Macola’s update cycle and feature development, independent of ownership changes
Functional fit todayWhether Macola still meets the operational needs of the business, or whether requirements have outgrown what the platform was originally built to handle
Data model and migration complexityWhat financial, inventory, operational, historical, and integration data would need to be migrated, transformed, retained, or archived if the business eventually changed platforms
Comparable platformsWhether other ERP systems serving small to medium-sized manufacturers and distributors offer a stronger long-term fit than continuing with Macola
Cost of staying vs. cost of movingA realistic comparison of continuing on Macola against the total cost of migrating to an alternative, rather than assuming either option is automatically cheaper

An evaluation built on these questions is a different exercise than reacting to ownership news as though it were an end-of-life notice. It treats the ownership pattern as context for a decision the business would eventually need to make anyway, on its own timeline.

Managing the Decision Through ERP Independent Advisory

For legacy, vertical-specific ERP platforms like Macola, ownership and roadmap signals may be less straightforward for customers to interpret than a formal vendor announcement. Without a structured ERP evaluation process, businesses may instead wait for a formal trigger or assume continuity without periodically validating the product’s fit and roadmap.

Reactive Assumptions vs. Independent, Evidence-Based Evaluation

ApproachReactive DefaultIndependent, Evidence-Based Approach
Reading ownership newsTreated as background noise unless a formal end-of-life notice is issuedTreated as one data point in an ongoing assessment of product investment and roadmap continuity
Timing of evaluationDelayed until a forcing event, such as a support deadline or major failureStarted proactively, using ownership changes alongside product fit, roadmap, release activity, and other observable indicators
Comparison against alternativesLimited or skipped entirely absent a clear triggerConducted periodically, regardless of whether a trigger event has occurred
Decision basisAssumption of continuity, or reaction to a single headlineA documented comparison of current fit, cost, and available Macola ERP alternatives

At ElevatIQ, we help legacy ERP customers evaluate platform stability and fit based on the actual evidence available, including ownership history, release cadence, and functional requirements, rather than waiting for a formal vendor announcement to prompt the conversation. As an independent ERP and business software consulting firm, we don’t sell software and don’t receive commissions from vendors, which means our assessment of Macola, or any other platform, is shaped by what a business’s operations actually require, not by which platform we have an incentive to place. For a Macola customer weighing whether now is the time to look seriously at Macola ERP alternatives, that independent, evidence-based evaluation is what turns an ownership pattern into an informed decision rather than a reaction.

Conclusion

Macola’s ownership history is not, by itself, a reason to migrate immediately. There was no formal end-of-life announcement for Macola in ECI’s current public materials, and ECI continues to list Macola as a product for existing small to medium-sized manufacturing and distribution customers. The four changes in corporate ownership or control since 2001, including the February 2025 transaction, are worth factoring into the planning discussion, not a detail to set aside because no deadline has been attached to it.

A few signals tend to indicate a legacy Macola customer should start evaluating Macola ERP alternatives sooner rather than later:

  • The business has not reviewed Macola’s recent release cadence, product updates, or roadmap communication
  • The business’s current operational requirements have outgrown Macola’s capabilities or require functionality that the business cannot reasonably support through its current environment
  • Macola ERP alternatives haven’t been evaluated at all, even informally, in recent memory
  • The business’s current plan is to wait for a formal lifecycle announcement before evaluating whether a change is necessary

Starting that evaluation before a formal lifecycle announcement, if one is ever made, gives a legacy Macola customer more time to validate requirements, compare alternatives, assess migration complexity, and make a considered decision rather than a reactive one.



ERP Selection: The Ultimate Guide

This is an in-depth guide with over 80 pages and covers every topic as it pertains to ERP selection in sufficient detail to help you make an informed decision.

Macola ERP Alternatives: What Its Ownership History Means for Legacy Customers Read More »

Evosus Legacy End of Life: What ERP Buyers Should Know Before 2029

Evosus Legacy End of Life: What ERP Buyers Should Know Before 2029

Key Highlights

  • Evosus has confirmed the Evosus Legacy end of life. The business management software is no longer sold to new customers. And also support for the product will end after December 31, 2029. The date is specified in Evosus’ Legacy Terms, EULA, and Service Level Agreement.
  • Evosus has also specified version-based support limitations for Legacy. Versions more than two releases old, defined by Evosus as versions earlier than v6.5, are not required to receive support after December 31, 2021. As a result, some dealers and retailers may already have limited or no vendor support. This also depends on the Legacy version they are running.
  • Evosus’s own migration path is its cloud platform LOU. The multi-year transition window gives dealers and retailers time to plan ahead of the final cutoff. Pool, spa, and hearth dealers and retailers still need to independently evaluate whether LOU, or an alternative platform, is the better long-term fit for their specific business.
  • Waiting until close to the Evosus Legacy end of life can concentrate cost. This also concentrates staff training and data migration risk into a shorter window. It also may leave dealers and retailers with less time to compare platforms and negotiate commercial terms.
Your ERP Strategy Is About to Break - Sandeep Chopra - Watch On-Demand

Introduction

Software end-of-life announcements are common across the ERP and business management software industry. But the details of each one matter more than the headline. Evosus is a business management platform built specifically for pool, spa, and hearth (fireplace and stove) dealers and retailers. It has confirmed that its Legacy product is no longer available for purchase by new customers. And also confirmed that support for existing Legacy customers will end on December 31, 2029.

For a niche, vertical-specific platform like Evosus Legacy, this kind of announcement often gets less attention than a similar move from a major horizontal ERP vendor. But the operational stakes for the dealers and retailers who depend on it are just as real. Pool, spa, and hearth dealers and retailers use platforms like Evosus Legacy to run service scheduling, retail point of sale, inventory, and accounting in a single system. This also means a required transition away from Legacy because the Evosus Legacy end of life can touch nearly every part of daily operations.

This piece looks at what’s actually been confirmed about the Evosus Legacy end of life timeline. What a phased support and end-of-life policy like this means in practice. And also how a dealer and retailer should approach the transition decision independently of the vendor’s own recommended path.

What Evosus Has Actually Confirmed

Understanding the real urgency behind the Evosus Legacy end of life starts with separating the marketing message from the contractual language. Since the two are usually more specific than they first appear.

Evosus Legacy Timeline: Marketing Language vs. Contractual Terms

SourceWhat It States
Evosus Legacy product pageLegacy software is no longer for sale; support is committed through December 31, 2029
Legacy Terms of ServiceEvosus will discontinue support for the Legacy product and its users after December 31, 2029 (the “Expiration Date”)
Legacy EULAA customer’s Legacy Product License itself expires on December 31, 2029, regardless of renewal terms or payment status
Service Level AgreementEvosus is not required to support any Legacy version more than two releases old (pre-v6.5) after December 31, 2021, and won’t support any version after December 31, 2029

The SLA detail is worth sitting with. A dealer and retailer running an older, unpatched version of Legacy may already be outside the vendor’s support obligations well ahead of the because of the Evosus Legacy end of life in 2029, independent of the final cutoff date. That’s a distinction that’s easy to miss if a business only pays attention to the year printed on the marketing page.



ERP Selection Requirements Template

This resource provides the template that you need to capture the requirements of different functional areas, processes, and teams.

Why a Multi-Year Runway Is Both a Relief and a Trap

A multi-year support window ahead of the Evosus Legacy end of life gives dealers and retailers meaningful time to plan a transition before the final cutoff. Evosus has also been transparent about the technical reasoning: the top layer of Legacy’s programming sits on VB6, an aging technology stack, and the company evaluated how long it could realistically continue supporting the full stack underneath it before settling on the 2029 date.

The trap isn’t the timeline itself, it’s what a long runway tends to do to decision-making inside a dealer and retailer business.

Common Patterns in Long-Runway Software Transitions

PatternWhat Typically Happens
“We have years, no rush”Evaluation gets deprioritized against day-to-day operational demands
Migration planning starts in the final 12–18 monthsData migration, staff retraining, and integration work all get compressed into a shorter window than the vendor intended
Single-vendor defaultThe business moves to the vendor’s own successor platform without comparing it against alternatives, simply because it’s the path of least resistance
Version driftDealers and retailers running older Legacy versions discover they’ve already lost pieces of vendor support well before the final deadline

None of this is unique to Evosus. These are common risks in software transitions with distant deadlines, and it’s precisely why treating a 2029 date as “not yet a priority” is a different decision than treating it as “not yet urgent, but already worth planning.”



ERP System Scorecard Matrix

This resource provides a framework for quantifying the ERP selection process and how to make heterogeneous solutions comparable.

Evaluating LOU, and What Else Belongs in the Conversation

Planning around the Evosus Legacy end of life means engaging with Evosus’s own recommended path for Legacy customers, which is its cloud-based successor platform LOU. The company positions LOU as unifying service, retail, inventory, and accounting in one system, with continuous updates handled in the cloud rather than through periodic on-premises releases. In a September 2024 discussion with Legacy customers, Evosus said it expected most dealers and retailers to move to LOU around 2027 into 2028, ahead of the final 2029 cutoff tied to the Evosus Legacy end of life.

For a Legacy customer, LOU is a reasonable starting point for evaluation, since it’s built by the same team with direct knowledge of what Legacy customers actually use day to day. But a starting point for evaluation is not the same as an automatic decision, and this is where the distinction between a vendor’s recommended migration path and an independently evaluated one matters most.

Questions Worth Answering Before Committing to Any Platform, Including LOU

Evaluation AreaWhy It Matters for Pool, Spa, and Hearth Dealers and Retailers
Feature parity timelineWhether functionality a dealer and retailer currently relies on in Legacy is available in the new platform now, or on a future roadmap
Data migration scopeHow cleanly service history, inventory records, and customer data actually transfer, and what gets left behind or requires manual re-entry
Total cost over the transition periodLicensing, training, potential parallel-running costs, and any hardware or integration changes required
Integration footprintWhether existing point-of-sale, payment processing, or accounting integrations are supported on day one
Alternative platformsWhether a broader look at other retail, service, and inventory management platforms serving specialty dealers and retailers surfaces a better long-term fit than staying within the Evosus product family

A vendor’s own successor product can be a reasonable option, but it is also the option most directly presented and supported by the incumbent vendor. That makes independent comparison against the same requirements important. An independent ERP evaluation treats it as one candidate among several, evaluated against the same criteria as anything else.

Managing the Transition Through Independent Advisory

Navigating the Evosus Legacy end of life well ahead of the deadline is where independent, vendor-agnostic evaluation matters most. Vertical, dealer- and retailer-specific software like Evosus Legacy often gets less structured evaluation support than mainstream ERP transitions. It is largely because the market is smaller and less served by general enterprise software consultants. That gap tends to leave dealers and retailers choosing between doing the evaluation entirely in-house or defaulting to whatever path the incumbent vendor lays out.

In-House Transition Planning vs. Independent Evaluation

PhaseIn-House DefaultIndependent, Requirements-First Approach
Requirements gatheringBuilt around what the current system already doesBuilt around what the business actually needs going forward, including gaps in the current system
Platform comparisonLimited to the vendor’s own recommended pathEvaluated against other platforms serving specialty retail and service dealers and retailers
Migration timelineReactive, often starting close to the support deadlinePlanned with enough lead time to avoid compressed, high-risk migration windows
Negotiating positionLimited, since the deadline is approaching and options feel narrowStronger, since evaluation starts early enough to walk away from a poor-fit deal

At ElevatIQ, we work with dealers, retailers, and specialty service businesses to define system requirements based on actual operational needs. Rather than defaulting to whichever platform a vendor’s own transition messaging points toward. As an independent ERP and business software consulting firm, we don’t sell software and don’t receive commissions from vendors, which means our recommendations are shaped by what a dealer and retailer’s operations actually require, not by which platform we have an incentive to place. For a pool, spa, or hearth dealer and retailer weighing when and how to move off Evosus Legacy, that independent, requirements-first evaluation is what determines whether the eventual system genuinely fits the business or simply replicates the current one in a newer interface.

Conclusion

The Evosus Legacy end of life does not require every dealer and retailer to migrate immediately, but it does warrant proactive planning. December 31, 2029, the date set for the Evosus Legacy end of life, is still several years away, and Evosus has been more transparent than many vendors about its reasoning and its intended transition path. But a distant deadline is exactly the kind of signal that’s easy to deprioritize until it isn’t, and the businesses that end up doing rushed, high-risk migrations are rarely the ones that started planning too early.

A few signals tend to indicate a dealer and retailer should start evaluating options sooner rather than later:

  • The business is running a Legacy version more than two releases old, meaning some support may already be limited ahead of the final 2029 date
  • No one inside the business has mapped out what a realistic migration timeline and cost actually look like
  • LOU, or any other platform, hasn’t been evaluated against a clear list of the business’s actual operational requirements
  • The plan is currently “we’ll deal with it closer to 2029”

Starting the evaluation well ahead of the deadline gives dealers and retailers more time to compare platforms, validate requirements, plan the migration, and negotiate commercial terms before the support cutoff approaches.



ERP Selection: The Ultimate Guide

This is an in-depth guide with over 80 pages and covers every topic as it pertains to ERP selection in sufficient detail to help you make an informed decision.

Evosus Legacy End of Life: What ERP Buyers Should Know Before 2029 Read More »

IFS Applications 10 Extended Support Deadline: What the March 2028 Deadline Means for Asset-Intensive Businesses

IFS Applications 10 Extended Support Deadline: What the March 2028 Deadline Means for Asset-Intensive Businesses

Key Highlights

  • IFS has confirmed that standard support for IFS Applications 10 ended March 27, 2025. Under its Extended Support Terms, customers that have purchased IFS Cloud and are in the process of upgrading can receive Extended Support for up to two years by default, through March 27, 2027.
  • March 27, 2028 is the scheduled end of Extended Support under the current terms, rather than a guaranteed migration deadline. If a customer has not completed the upgrade by March 27, 2027 but can demonstrate an active IFS Cloud upgrade and migration plan, Extended Support can continue through March 27, 2028, subject to the applicable terms. If the customer cannot demonstrate an active plan and still requires Extended Support after March 27, 2027, an Order Form is required.
  • This timeline differs from the support pattern often described as IFS’s ‘5+3’ model. In this releases could receive five years of Standard Support followed by up to three years of Extended Support.
  • For asset-intensive businesses, where IFS Applications 10 often underpins enterprise asset management and field service operations, the IFS Applications 10 Extended Support deadline is less about a single date and more about a narrowing window to plan a transition. While also maintaining access to the applicable support options.
The State of ERP 2026 - Watch On-Demand

Introduction

Support lifecycle announcements from ERP vendors tend to get read as a single date on a calendar. But the details usually matter more than the headline. IFS Applications 10 is used by organizations across asset-intensive industries for capabilities including asset management, maintenance, and field service. In this case, the fine print carries real planning consequences.

IFS has been reasonably transparent about its own support terms. Publishing the exact dates and conditions directly in its Extended Support Terms documentation. What those terms show is a structure with two distinct phases rather than a single deadline. And the second phase is conditional on the customer’s own migration planning, not something IFS grants automatically.

This piece looks at what IFS has actually confirmed about the IFS Applications 10 support timeline. And also what the conditional structure of the IFS Applications 10 Extended Support deadline means in practice. Also, how asset-intensive businesses should approach the ERP evaluation independently of IFS’s own recommended path to IFS Cloud.

What IFS Has Actually Confirmed

Understanding the real shape of the IFS Applications 10 Extended Support deadline starts with separating the general “extended support until 2028” summary from the conditional terms that actually govern it.

IFS Applications 10 Support Timeline: General Summary vs. Contractual Terms

SourceWhat It States
IFS Extended Support TermsStandard support for IFS Applications 10 ended March 27, 2025
Section 2.2Customers that have purchased IFS Cloud and are in the process of upgrading from IFS Applications 10 can receive Extended Support under the specified terms.
Section 2.2.1Extended Support is available for a maximum of two years from March 28, 2025, or until IFS Cloud go-live or the end of the applicable maintenance/subscription term, whichever occurs first.
Section 2.2.2If the upgrade is not completed by March 27, 2027 but the customer can demonstrate an active IFS Cloud upgrade and migration plan, Extended Support can continue through March 27, 2028, subject to the applicable terms.
If the customer cannot demonstrate an active migration plan after March 27, 2027 and still requires Extended Support, an Order Form is required.

The conditional structure is worth sitting with. A business that treats March 2028 as a fixed, guaranteed date may be working from an inaccurate picture. For customers relying on Extended Support, March 27, 2027 is the key planning milestone. This is because continued Extended Support beyond that date is conditional. Particularly, on demonstrating an active IFS Cloud upgrade and migration plan.



ERP Selection Requirements Template

This resource provides the template that you need to capture the requirements of different functional areas, processes, and teams.

Why This Timeline Is Shorter Than IFS’s Historical Pattern

The IFS Applications 10 Extended Support deadline looks different from IFS’s historical support pattern, which is worth understanding before assuming the same structure applies here. IFS has historically offered support structures that could provide up to three years of Extended Support after Standard Support for certain releases. This is sometimes described as a ‘5+3’ support model, referring to five years of Standard Support followed by up to three years of Extended Support.

IFS Applications 10 has a more conditional structure, with Extended Support available for up to two years by default and potentially continuing into a third year when the applicable migration-plan requirements are met.

Common Assumptions vs. What the IFS Applications 10 Extended Support Deadline Actually Requires

AssumptionWhat the Terms Actually Say
“IFS gives a flat multi-year extended support window like it always has”The default Extended Support window for Apps 10 is two years, not three, and is not automatic beyond that
“The 2028 date applies to everyone on Apps 10”The 2028 extension is conditional on the customer being able to demonstrate an active IFS Cloud upgrade and migration plan after March 27, 2027
“We can decide on a path closer to the deadline”Waiting until close to March 2027 to start planning leaves little time to actually build and document a credible migration plan before support options narrow
“Extended support just continues automatically”Continuing support after March 2027 without a migration plan in place requires a new commercial order with IFS, not a simple renewal

This does not mean every customer needs to migrate immediately. But it does create a defined planning window tied directly to the IFS Applications 10 Extended Support deadline. Particularly for organizations that intend to remain supported while evaluating their next ERP platform. vendor is sunsetting this system” leads to the wrong evaluation.



ERP System Scorecard Matrix

This resource provides a framework for quantifying the ERP selection process and how to make heterogeneous solutions comparable.

Evaluating IFS Cloud, and What Else Belongs in the Conversation

IFS Cloud is IFS’s recommended successor path for customers approaching the IFS Applications 10 Extended Support deadline. But organizations should validate functional coverage, configuration requirements, integrations, customizations, data migration, and reporting as part of their evaluation. For some customers, staying within the IFS product family may simplify aspects of the transition. Compared with moving to an unrelated platform, although the actual migration effort should be validated based on the organization’s configurations, integrations, customizations, data, and reporting requirements.

That said, IFS Cloud being the vendor’s own recommended path is not the same as it being the only path worth evaluating. For asset-intensive businesses in particular, where enterprise asset management and field service capabilities are the core requirement, the evaluation should weigh IFS Cloud against the same criteria applied to any other candidate.

Questions Worth Answering Before Committing to Any Platform, Including IFS Cloud

Evaluation AreaWhy It Matters for Asset-Intensive Businesses
Asset management and field service parityWhether the specific EAM, maintenance, and field service functionality currently used in Applications 10 is fully available in IFS Cloud today, not on a future roadmap
Data and configuration migration scopeHow cleanly asset registers, maintenance history, and configured business logic transfer, and what requires manual rework
Total cost over the transition periodSubscription licensing, migration services, potential parallel-running costs, and integration rework
Documented migration plan requirementWhat it actually takes to satisfy IFS’s own March 2027 requirement for a demonstrated, active migration plan, and how early that documentation needs to start
Alternative platformsWhether other ERP or EAM-capable platforms serving asset-intensive industries offer a better long-term fit than continuing within the IFS product family

A vendor’s own successor platform is often a reasonable starting point, particularly when organizations expect continuity in the capabilities and industry processes they already rely on.wn merits before assuming the platform itself is the problem.

Managing the Transition Through Independent Advisory

Preparing for the IFS Applications 10 Extended Support deadline well in advance of March 2027 gives businesses more time. Particularly to validate requirements, assess migration options, and negotiate commercial terms. Businesses that wait until the deadline is close tend to have less room to negotiate, less time to validate requirements properly, and fewer realistic alternatives left to consider.

Reactive Planning vs. Independent, Requirements-First Evaluation

PhaseReactive DefaultIndependent, Requirements-First Approach
Requirements gatheringBuilt around replicating what Applications 10 already doesBuilt around what the business’s asset management and field service operations actually need going forward
Platform comparisonLimited to IFS Cloud as the assumed pathEvaluated against IFS Cloud and other platforms serving asset-intensive industries on the same criteria
Migration plan documentationAssembled reactively as the March 2027 requirement approachesDeveloped early enough to be genuinely credible, not just sufficient to satisfy the requirement
Negotiating positionLimited, since the support requirement is close and options feel narrowStronger, since evaluation starts early enough to consider alternatives if the preferred path does not meet business requirements

At ElevatIQ, we work with asset-intensive businesses to define ERP and EAM requirements based on actual operational needs, rather than defaulting to whichever platform a vendor’s own support terms point toward. As an independent ERP and business software consulting firm, we don’t sell software and don’t receive commissions from vendors, which means our recommendations are shaped by what a business’s asset management and field service operations actually require, not by which platform we have an incentive to place.

For a business running IFS Applications 10, that independent, requirements-first evaluation is what determines whether IFS Cloud, or an alternative, is the platform that genuinely fits the business rather than simply the path of least resistance ahead of the IFS Applications 10 Extended Support deadline.

Conclusion

The IFS Applications 10 Extended Support deadline is not a single, flat date. It is effectively a two-stage support timeline: the default Extended Support period runs through March 27, 2027, while continued Extended Support through March 27, 2028 is conditional on the customer meeting the applicable requirements, including demonstrating an active IFS Cloud upgrade and migration plan.

Treating March 2028 as a guaranteed runway, without accounting for the 2027 documentation requirement, is a planning gap that could leave a business with fewer options than it expects. A few signals tend to indicate an asset-intensive business should start evaluating ERP options sooner rather than later:

  • No one inside the business has mapped out what a credible, documented IFS Cloud migration plan actually requires ahead of the March 2027 deadline
  • IFS Cloud hasn’t been evaluated against a clear list of the business’s actual asset management and field service requirements
  • Alternative platforms serving asset-intensive industries haven’t been considered at all
  • The plan is currently “we’ll deal with it closer to 2027 or 2028”

Early evaluation gives organizations more time to compare platforms, validate requirements, assess migration complexity, and negotiate commercial terms.



ERP Selection: The Ultimate Guide

This is an in-depth guide with over 80 pages and covers every topic as it pertains to ERP selection in sufficient detail to help you make an informed decision.

IFS Applications 10 Extended Support Deadline: What the March 2028 Deadline Means for Asset-Intensive Businesses Read More »

IBM i/ AS400 Modernization: Why "End of Life" Maybe the Wrong Framing

IBM i/ AS400 Modernization Alternatives: Why “End of Life” Maybe the Wrong Framing

Key Highlights

  • Unlike platforms with a published sunset date, IBM i (the operating system that runs on what was originally called the AS/400) remains under active development. IBM i 7.6 shipped in April 2025, Technology Refreshes continue to ship through 2026, and the next major release is currently expected around 2028 based on publicly discussed roadmap information. AS400 modernization alternatives conversations should start from that reality, not from an assumption of vendor abandonment.
  • The real driver behind most AS400 modernization alternatives evaluations isn’t a vendor sunset date,  it’s a skills problem. Fortra’s 2026 IBM i Marketplace Survey found that skills shortage is now the top concern among IBM i shops. Thus, displacing cybersecurity from the top spot for the first time in nine years.
  • The RPG and COBOL talent pool is aging, with experienced developers increasingly approaching retirement. And also fewer new professionals entering the field with IBM i-specific skills.
  • A genuine AS400 modernization alternatives ERP evaluation needs to separate two distinct questions that often get conflated. Whether the platform itself needs replacing. And also whether the applications and skills built on top of it need modernizing. The second one is frequently the real problem, even when the first gets blamed.
The State of ERP 2026 - Watch On-Demand

Introduction

“AS400 end of life” is a phrase that shows up constantly in vendor and reseller outreach aimed at businesses running IBM i. And it’s worth being direct about why that framing is inaccurate. IBM i is not on a published sunset timeline the way some other legacy enterprise platforms are. It has a current, active release, ongoing Technology Refreshes, and a publicly discussed roadmap extending years into the future.

That doesn’t mean there’s nothing to worry about. AS400 modernization alternatives conversations are happening across the IBM i installed base for real reasons. But the reasons are different from what “end of life” framing implies. The platform itself is being maintained. The people who know how to work on it are retiring, and the pipeline replacing them is thin. That’s a fundamentally different problem, one that changes what the right response actually looks like.

This piece separates the actual, confirmed facts about IBM i’s ongoing development from the skills-driven pressure that’s real, and lays out what a genuine AS400 modernization alternatives evaluation should account for as a result.

The Platform Is Actively Developed (The Dates Confirm It)

Before evaluating anything else, it’s worth establishing what’s actually true about IBM i’s development status, since this is where “end of life” messaging most directly conflicts with the facts.

IBM i’s Confirmed Release and Support Status

MilestoneStatus
Current major releaseIBM i 7.6, shipped April 2025
Ongoing Technology RefreshesActively shipping through 2026 (including IBM i 7.5 TR8 and 7.6 TR2, announced mid-2026)
Next major releaseCurrently expected around 2028 based on publicly discussed roadmap information; timing remains subject to change.
Support horizonIBM i 7.6 has a multi-year support horizon extending into the mid-2030s; exact support dates depend on the release and applicable IBM support terms.

This is a materially different situation from a platform with an announced end-of-support date. IBM continues to release new OS versions, ship regular Technology Refreshes with new capabilities, and invest in the underlying Power hardware the platform runs on. Any AS400 modernization alternatives conversation that starts from “IBM is discontinuing this platform” is starting from an inaccurate premise, and that matters because it changes the urgency and the type of decision being made.



ERP Selection Requirements Template

This resource provides the template that you need to capture the requirements of different functional areas, processes, and teams.

The Real Driver: A Skills Problem, Not a Vendor Problem

If the platform isn’t disappearing, the reasonable question is why AS400 modernization alternatives keep coming up as a serious business concern. The answer, consistently, is people rather than technology.

What’s Actually Driving the Pressure

FactorWhat the Data Shows
Skills shortage is now the top concernFortra’s 2026 IBM i Marketplace Survey found skills shortage displaced cybersecurity as the top concern among IBM i shops for the first time in nine consecutive years
RPG and COBOL skills are becoming harder to replaceIndustry reporting points to an aging pool of experienced IBM i developers, while fewer new professionals enter the field with IBM i-specific skills.
Limited education pipelineLong-tenured IBM i environments can carry significant knowledge risk when business logic, system dependencies, and maintenance expertise are concentrated among a small number of experienced developers.
Institutional knowledge riskLong-tenured IBM i applications are often undocumented, with business logic existing primarily in the knowledge of the developers who built and maintained them

This is a genuinely different problem from platform obsolescence, and it calls for a different response. A skills shortage can be addressed through several paths that don’t require abandoning the platform: application modernization that reduces reliance on deep RPG expertise, managed services partnerships, structured knowledge capture from retiring staff, or in some cases, a deliberate move to a different platform where the skills market is deeper. Treating all of these as equivalent to “the vendor is sunsetting this system” leads to the wrong evaluation.



ERP System Scorecard Matrix

This resource provides a framework for quantifying the ERP selection process and how to make heterogeneous solutions comparable.

What a Genuine AS400 Modernization Alternatives Evaluation Should Separate

The mistake many organizations make is treating “modernize” and “replace the platform” as the same decision. They frequently aren’t, and conflating them leads to either premature platform switches or, just as often, inaction because the wrong problem is being evaluated.

Two Distinct Questions Worth Separating

QuestionWhat It’s Actually About
Does the platform itself need replacing?A question about IBM i’s ongoing viability, support, and fit for current and future operational needs and the confirmed roadmap above suggests this is less urgent than commonly assumed
Do the applications and the skills behind them need modernizing?A question about code maintainability, institutional knowledge risk, and the sustainability of relying on a shrinking pool of RPG and COBOL expertise,  this is frequently the more urgent and more solvable problem

An organization that concludes “we need AS400 modernization alternatives” without separating these two questions often ends up evaluating a full ERP or platform replacement when the actual, more pressing risk is losing the ability to maintain existing applications as key staff retire. AI-assisted development and code-modernization tools now emerging for IBM i environments can directly address the skills risk without requiring a platform migration at all. A genuine evaluation should assess both paths on their own merits before assuming the platform itself is the problem.

How ElevatIQ Can Help

Sorting out whether an organization’s real problem is the platform, the applications running on it, or the people who maintain them is exactly the kind of assessment that benefits from independent evaluation. As an independent ERP consulting firm, ElevatIQ doesn’t sell IBM i modernization tooling, competing ERP platforms, or managed services contracts tied to either outcome.

For organizations facing AS400 modernization alternatives pressure, that independence means we can help assess the actual condition of the current environment, document institutional knowledge and skills risk honestly, and evaluate application modernization approaches alongside genuine platform-replacement options, so the resulting decision addresses the actual risk the organization is facing rather than a generic “legacy system” narrative that may not reflect the platform’s real status.

Conclusion

AS400 modernization alternatives are a legitimate topic for any organization running IBM i, but the “end of life” framing that often accompanies this conversation doesn’t match the platform’s actual, confirmed development status. IBM i has a current release, active ongoing updates, and a roadmap extending years forward. The real pressure driving modernization conversations is a skills and knowledge risk, not a vendor sunset.

A few things are worth confirming before treating this as a platform-replacement decision:

  • Whether the actual concern is the platform’s viability or the sustainability of the RPG/COBOL skills supporting it, these call for different responses
  • Whether application modernization or knowledge-capture approaches could address the skills risk without a full platform migration
  • Whether claims that IBM i is approaching “end of life” accurately reflect IBM’s current product and support roadmap, rather than assuming platform replacement is necessary
  • Whether the organization has a realistic plan for institutional knowledge currently concentrated in a small, aging group of specialists

Getting this distinction right: platform risk versus skills risk, helps organizations determine whether they need application modernization, skills and knowledge-risk mitigation, or a broader platform evaluation, rather than assuming that platform replacement is the only response.

Note on figures: Skills-shortage statistics and workforce age estimates cited above are drawn from industry surveys and reporting current as of 2026, not from a single authoritative census of the RPG/COBOL labor market, and should be understood as directional industry signals rather than precise figures.



ERP Selection: The Ultimate Guide

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NetSuite Pricing and Tier Changes (2026): What Growing Companies Should Model Before Renewal

NetSuite Pricing and Tier Changes (2026): What Growing Companies Should Model Before Renewal

Key Highlights

  • Oracle does not publish official NetSuite pricing. Every quote is negotiated. This means NetSuite pricing changes at renewal are often the first time a growing company sees how its actual cost structure has shifted since initial signing.
  • One independent NetSuite implementation partner has reported examples of standard full-user license pricing increasing from roughly $99 to $129 per user per month. A change reported to have caught a number of existing customers off guard at renewal.
  • NetSuite’s cost structure is built from three separate components. A base platform fee, per-user licensing, and add-on modules. Growing companies typically see all three increase simultaneously as they scale, not just user count in isolation.
  • Modules can generally be added during the contract term and, depending on the agreement, are often only removable at renewal. This means a company’s module footprint, and its cost, tends to grow between renewal cycles.
The State of ERP 2026 - Watch On-Demand

Introduction

For a growing company on NetSuite, the platform’s pricing structure is often well understood at the point of initial purchase. And also considerably less clear by the time the first or second renewal comes around. New users get added as headcount grows. Additional modules get activated to support new operational needs. None of this happens as a single negotiated event. It happens incrementally, and the cumulative effect on the renewal quote isn’t always modeled until the number is already on the table.

This is the practical reality behind NetSuite pricing changes for companies in growth mode. The total cost isn’t static. And unlike the initial deal, subsequent cost increases don’t always come with the same negotiating leverage a company had before switching costs were sunk into ERP implementation and customization.

This piece lays out NetSuite’s actual cost structure. A reported example of the kind of pricing change that has caught growing companies by surprise. It also provides a framework for modeling when cumulative cost growth is significant enough to warrant evaluating alternatives. Rather than assuming renewal terms are simply the cost of doing business. The pricing figures and reported rate change described below reflect market data as of current standard of 2026. Since Oracle does not publish official pricing and negotiated terms shift over time, these figures should be treated as directional, not as a current price list, and verified against your own contract at the time of renewal.

NetSuite’s Pricing Structure (Briefly)

Since NetSuite’s general pricing architecture is covered in more detail elsewhere, this section stays brief on the base structure and focuses on what matters most for anticipating NetSuite pricing changes: three components make up the total cost, and each one is a separate lever that can move independently at renewal.

The Three Cost Components

ComponentWhat It CoversReported Range (as of 2026)
Base platform feeAccess to the core NetSuite tenant and foundational financialsRoughly $999–$5,000 per month, depending on edition and service tier
Per-user licensesNamed-user access; full users vs. limited/Employee Self-Service users are priced very differentlyFull users commonly reported in the $99–$199 per user per month range; limited-access users considerably less
Add-on modulesAdvanced Financials, Advanced Inventory, Manufacturing, WMS, SuiteCommerce, SuitePeople HR, and similarIndividually priced, commonly ranging from roughly $500 to several thousand dollars per month depending on the module

It’s worth being direct about the source of these figures: Oracle does not publish an official NetSuite price list. The ranges above come from independent NetSuite implementation partners and procurement-data firms working from negotiated deals, not from Oracle’s own published rates. Any specific quote a company receives should be evaluated against its own negotiated terms, not treated as validated against a public benchmark that doesn’t exist.



ERP Selection Requirements Template

This resource provides the template that you need to capture the requirements of different functional areas, processes, and teams.

A Reported Pattern: What NetSuite Pricing Changes Have Looked Like in Practice

Beyond the general structure, it’s useful to look at a specific, reported example of NetSuite pricing changes affecting existing customers at renewal, rather than reasoning about the risk in the abstract.

A Reported Rate Increase

DetailWhat Was Reported
License type affectedFull-user licenses
Previous rateApproximately $99 per user per month
Reported new rateApproximately $129 per user per month
Approximate increaseRoughly 30%
SourceReported independently by a NetSuite implementation partner, based on client contract data, not an Oracle public announcement

This kind of change illustrates why NetSuite pricing changes are best modeled proactively rather than discovered at the renewal table. A 30% increase on the per-user rate alone, applied across a growing user base, compounds with any concurrent increase in module costs or added seats, and the combined effect on a renewal quote can be considerably larger than any single line item suggests.

The Module Ratchet

Separately from rate changes, NetSuite contracts are commonly structured so that modules can be added to an existing agreement at any point during the contract term, but are typically only removable at renewal. For a growing company, this means the module footprint, and the cost associated with it, tends to move in one direction between renewal cycles: up. A module added mid-contract may remain part of the cost base until the next renewal, depending on the agreement.



ERP System Scorecard Matrix

This resource provides a framework for quantifying the ERP selection process and how to make heterogeneous solutions comparable.

Modeling When Cost Growth Becomes a Switching Trigger

Rising costs at renewal are a legitimate reason to reassess a platform, but NetSuite pricing changes aren’t automatically a reason to switch. The useful question is what specific modeling should happen before concluding either way.

A Framework for Evaluating NetSuite Pricing Changes at Renewal

FactorWhat to Actually Model
Multi-year cost trajectoryProject the renewal quote’s growth rate forward 3–5 years, not just the immediate increase, to see where the trend actually leads
Module auditIdentify which active modules are still solving a current operational need versus which were added for a since-resolved problem and never removed
Migration cost and riskWeigh the total cost, data migration effort, and operational disruption of a platform switch against the cost of continuing under updated terms
Negotiating leverageAssess whether the increase reflects a company-wide rate change or is negotiable given your specific contract history and renewal timing
Functional fit, independent of priceConfirm whether NetSuite still meets the company’s operational requirements on its own merits, separate from the cost conversation entirely

A rising renewal quote is a legitimate trigger to run this analysis. It is not, by itself, proof that switching is the right answer, in many cases, a clear-eyed module audit and a renegotiation grounded in accurate market data resolves the bulk of the cost growth without the disruption of a full platform change.

How ElevatIQ Can Help

Modeling NetSuite pricing changes accurately, and deciding what they actually warrant, is exactly the kind of analysis that benefits from an evaluation with no stake in the outcome. As an independent ERP consulting firm, ElevatIQ doesn’t sell NetSuite, any competing platform, or any add-on modules, and we don’t receive referral fees tied to a company’s renewal decision either way.

For a growing company facing a renewal with unexpected cost growth, that independence means we can help audit the current module footprint against actual operational need, model the multi-year cost trajectory against the realistic cost of a platform switch, and support renewal negotiations with accurate market context, so the eventual decision, whether that’s renegotiating, trimming the module footprint, or evaluating alternatives, is grounded in the company’s own numbers rather than the renewal quote in isolation.

Conclusion

NetSuite pricing changes at renewal are a normal part of running on any subscription-based ERP, but the compounding effect of rate increases, user growth, and an accumulating module footprint can catch growing companies off guard if it isn’t modeled until the quote arrives. Understanding NetSuite’s actual cost structure, and treating a rising renewal number as a prompt for analysis rather than either automatic acceptance or automatic panic, is what separates a well-managed renewal from a reactive one.

A few things are worth confirming before a renewal conversation.

  • The company has modeled its cost trajectory over a multi-year horizon, not just reacted to the current quote
  • Every active module has been audited against current operational need, not just historical justification
  • Any switching conversation is grounded in an honest migration-cost comparison, not just frustration with the renewal number
  • The negotiation itself is informed by accurate market data, not assumptions about what NetSuite “should” cost

Getting this sequence right, model first, then decide, tends to produce a better outcome than either accepting whatever the renewal quote says or assuming a platform switch is the answer without running the numbers.

Note on pricing figures: Oracle does not publish official NetSuite pricing. All dollar figures in this article are industry-reported estimates drawn from independent implementation partners and procurement-data firms, current as of 2026, and should be verified against your own negotiated contract terms rather than treated as Oracle-confirmed rates.s what turns a confirmed end-of-life date into a manageable transition rather than a rushed one.



ERP Selection: The Ultimate Guide

This is an in-depth guide with over 80 pages and covers every topic as it pertains to ERP selection in sufficient detail to help you make an informed decision.

NetSuite Pricing and Tier Changes (2026): What Growing Companies Should Model Before Renewal Read More »

Microsoft Dynamics GP Alternatives Evaluations: What Support Ending in 2029 Actually Means Now?

Microsoft Dynamics GP Alternatives Evaluations: What Support Ending in 2029 Actually Means Now?

Key Highlights

  • Microsoft has confirmed that support for Dynamics GP under the Modern Lifecycle Policy ends December 31, 2029. Along with security updates and patches, if needed, continuing through April 30, 2031.
  • New Dynamics GP sales are already closed. New perpetual license sales stopped April 1, 2025, and new subscription license sales stopped April 1, 2026. Meaning GP is no longer available for new customers under any licensing model.
  • Dynamics GP alternatives evaluations shouldn’t start and end with MS Dynamics 365 BC. It’s Microsoft’s natural migration path for GP customers. But a genuine evaluation should weigh it against other platforms on its own merits, not by default.
  • The specific support end date that applies to a given GP installation depends on which Microsoft lifecycle policy governs that version. Customers on older releases may already be facing different timelines. And in some cases earlier timelines than the widely cited 2029/2031 dates.
Rillet Independent Review - Watch On-Demand

Introduction

Microsoft’s phase-out of Dynamics GP has unfolded in stages rather than a single announcement. This has left some GP customers with a fuzzier picture of the actual timeline than the situation warrants. Microsoft’s current documentation confirms the December 31, 2029 end-of-support date and the April 30, 2031 security-update milestone.

What’s less commonly understood is how much has already changed ahead of those dates. New Dynamics GP sales, both perpetual and subscription licensing, have already stopped. For businesses currently running GP, this means the relevant question isn’t whether Dynamics GP alternatives will eventually need to be considered, but when, and against what criteria, that evaluation should happen.

This piece lays out the timeline in full, what actually changes at each milestone, why a Dynamics GP alternatives evaluation shouldn’t default automatically to Microsoft’s own migration path. And also, what GP customers should be doing with the time they still have.

The Confirmed Timeline: What Microsoft Has Actually Announced

Understanding what a Dynamics GP alternatives decision needs to account for starts with the actual, confirmed dates, since several of these have been revised or clarified since Microsoft’s original announcement.

Dynamics GP Sunset Timeline

DateMilestone
April 1, 2025New Dynamics GP perpetual license sales stopped
April 1, 2026New Dynamics GP subscription license sales stopped, meaning Microsoft no longer sells Dynamics GP to new customers under perpetual or subscription licensing
December 31, 2029End of Microsoft support for product enhancements, regulatory updates, service packs, and technical support.
April 30, 2031End of security updates and patches (if needed)

One detail worth flagging for accuracy: these dates apply under Microsoft’s Modern Lifecycle Policy, which covers current GP releases. Customers running older versions governed by Microsoft’s Fixed Lifecycle Policy may be on a different support timeline entirely. In some cases, one that has already passed. Confirming which policy applies to a specific GP environment is a necessary first step before assuming the 2029/2031 dates apply directly.



ERP Selection Requirements Template

This resource provides the template that you need to capture the requirements of different functional areas, processes, and teams.

What “End of Life” Actually Means, Operationally

The gap between December 2029 and April 2031 matters more than it might first appear, since different forms of Microsoft support end at each stage.

What Changes at Each Support Milestone

PeriodMicrosoft support position
Through Dec 31, 2029Product enhancements, regulatory/tax updates, service packs and technical support remain available under the applicable lifecycle terms
Jan 1, 2030–Apr 30, 2031Security updates and patches, if needed
After Apr 30, 2031No further Microsoft security updates or product support under the announced Dynamics GP lifecycle

For payroll-dependent GP customers specifically, the loss of regulatory and tax updates at the December 2029 milestone is often the more operationally urgent change, since annual payroll tax table updates stop well before the final 2031 cutoff. Non-payroll GP functionality may continue operating during this period, but without Microsoft’s standard product support, enhancements, or regulatory updates.



ERP System Scorecard Matrix

This resource provides a framework for quantifying the ERP selection process and how to make heterogeneous solutions comparable.

Business Central Is Microsoft’s Path, Not Necessarily the Only One

Microsoft encourages Dynamics GP customers to transition to Dynamics 365 Business Central, and for many organizations already invested in the Microsoft ecosystem, that’s a reasonable starting point. It shouldn’t, however, be the only option considered in a genuine Dynamics GP alternatives evaluation.

Evaluation Framework for Dynamics GP Alternatives

FactorWhat to Actually Assess
Ecosystem fitWhether existing investment in Microsoft 365, Power Platform, or Azure makes Business Central meaningfully easier to adopt than a non-Microsoft option
Functional gap analysisWhether Business Central, or any alternative, actually replicates GP’s specific configuration, customizations, and reporting today, not just on a roadmap
Migration complexityData migration and business process re-mapping tend to be substantial regardless of destination platform, particularly for long-running GP environments with significant customizations or integrations
Total cost of ownershipLicensing, migration services, and internal resource time modeled over a realistic multi-year horizon, not just first-year cost
Broader alternativesPlatforms outside the Microsoft ecosystem including mid-market ERP systems with strong financial management capabilities,  may fit some GP customers’ requirements better than a same-vendor migration

A Dynamics GP alternatives evaluation driven primarily by “what does Microsoft want us to move to” risks skipping the step of confirming that Business Central, or any other option, actually fits the business’s specific requirements. The right answer depends on the organization’s own operational needs, not on which platform happens to be the path of least resistance from the incumbent vendor.

What GP Customers Should Do Now

With several years of runway still remaining before the final support milestones, the right posture is deliberate planning rather than urgency.

Planning Steps Worth Starting Now

ActionWhy It Matters
Confirm which Microsoft lifecycle policy governs your specific GP versionOlder releases may already be on a different, potentially earlier, support timeline
Document current customizations, integrations, and reporting built on GPThis is the foundation for any realistic migration cost estimate, regardless of destination
Begin a genuine requirements-based evaluation, not a Business Central assumptionEnsures the eventual choice fits actual operational needs rather than defaulting to Microsoft’s preferred path
Build a realistic migration timelineSome ERP implementation partners report migration timelines of roughly 9–18 months, depending on project complexity, which should factor into when planning begins relative to the 2029 deadline
Revisit the plan periodicallyMicrosoft extended the originally announced September 30, 2029 date to December 31, 2029; planning built on today’s dates should be treated as a living document

How ElevatIQ Can Help

Evaluating Dynamics GP alternatives is exactly the kind of decision that benefits from an assessment not shaped by which platform a particular vendor or partner is positioned to sell. As an independent ERP consulting firm, ElevatIQ doesn’t sell Dynamics 365 Business Central, any other Microsoft product, or any competing platform, and we don’t receive referral fees from any vendor.

For GP customers working through this decision, that independence means we can help document your current environment’s actual complexity. Also build a realistic cost and timeline estimate for a future migration, and run a genuine requirements-based evaluation across the full range of Dynamics GP alternatives, including but not limited to Business Central, so the eventual decision is grounded in your operational needs rather than in Microsoft’s own migration path.

Conclusion

Microsoft’s Dynamics GP end-of-life timeline is now fully confirmed: support for Dynamics GP under the Modern Lifecycle Policy ends December 31, 2029, while security updates and patches, if needed, continue through April 30, 2031. That gives most GP customers a real runway, but the time is best used for deliberate evaluation, not deferred until the deadline forces a decision.

A few things are worth confirming as part of that planning:

  • You know which Microsoft lifecycle policy applies to your specific GP version and its actual support end date
  • Your organization’s customizations and integrations are documented well before any migration conversation begins
  • Any Dynamics GP alternatives evaluation considers options beyond Business Central on their actual merits, not just as the path of least resistance
  • Your migration timeline planning accounts for the roughly 9–18 months window some implementation partners report, working backward from 2029 rather than forward from today

Starting this evaluation early, and keeping it grounded in your organization’s actual requirements rather than a single vendor’s preferred next step, is what turns a confirmed end-of-life date into a manageable transition rather than a rushed one.



ERP Selection: The Ultimate Guide

This is an in-depth guide with over 80 pages and covers every topic as it pertains to ERP selection in sufficient detail to help you make an informed decision.

Microsoft Dynamics GP Alternatives Evaluations: What Support Ending in 2029 Actually Means Now? Read More »

How DMAP Funding Actually Works (2026): The 50% Match Explained

How DMAP Funding Actually Works (2026): The 50% Match Explained

Key Highlights

  • The DMAP funding amount is capped at 50% of total eligible project costs, up to a maximum of $15,000, with the applicant required to match at least 1:1; meaning a business seeking the full $15,000 must be prepared to fund at least $15,000 of the project itself.
  • DMAP is a reimbursement program, not an upfront grant: the applicant pays the Digital Adoption Consultant (DAC) directly and is reimbursed only after the project is complete and the required documentation is submitted, which has real cash flow implications for smaller businesses.
  • Funding is not released until the project is formally activated in OCI’s system, and OCI will not cover any costs incurred before that activation date, making the timing of project kickoff more consequential than many applicants expect.
  • If the requirements for activation aren’t met within 30 days of the approval notification, OCI’s funding offer may be retracted entirely, which makes the administrative steps between approval and activation as important as the application itself.
The Ultimate ERP Playbook for Electronics Manufacturing - Tanner Rogers - Watch On-Demand

Introduction

Confirming that a business meets DMAP eligibility requirements is only the first half of the planning work. The second half, and the part that determines whether the approved funding is ultimately reimbursed, is understanding the mechanics of how the match works, when funds are released, and what has to happen procedurally before any of it becomes real.

This matters because DMAP is structured differently from a straightforward grant. It’s a cost-shared, reimbursement-based program, and the DMAP funding amount a business ultimately receives depends on getting several sequential steps right: the project has to be formally activated, the applicant has to front the cost of the Digital Adoption Consultant, and the required documentation has to be submitted before OCI releases any reimbursement.

This blog walks through exactly how the DMAP funding amount is calculated, what the reimbursement flow actually looks like in practice, and where the timing risk in the process sits.

The figures, thresholds, and procedural steps described below reflect OCI’s program guidelines as of 2026. Funding caps, match requirements, and administrative timelines are set by OCI and can change; applicants should confirm current terms directly with OCI or an approved DAC before relying on them in a project budget.

The 50% Match: How the DMAP Funding Amount Is Calculated

The core mechanic behind the DMAP funding amount is a cost-share structure, not a flat grant.

How the Match Works

PartyContribution
OCI (the program)50% (maximum) of total eligible project costs, up to $15,000
Applicant (the business)50% (minimum) of total eligible project costs; a minimum 1:1 match to OCI’s contribution

This structure means the maximum DMAP funding amount a business can receive is $15,000, but only if the total eligible project cost is at least $30,000, with the applicant covering the remaining half in cash. A smaller project costing less than $30,000 in total still follows the same 50/50 split; it simply results in a smaller DMAP funding amount in absolute dollars.

Worked Example Based on OCI Program Guidelines

Line ItemAmount
Total eligible project costs$30,000
Maximum OCI contribution$15,000
Minimum applicant contribution$15,000 (cash)
Funding recipientThe SME applicant company directly

This example makes an important point explicit: the DMAP funding amount is not additive on top of the applicant’s spend, it’s a genuine 50/50 split of the total project cost, and the applicant needs to be prepared to fund half of the engagement regardless of how the total project scope is sized.



ERP Selection Requirements Template

This resource provides the template that you need to capture the requirements of different functional areas, processes, and teams.

Why This Is a Reimbursement Program, Not an Upfront Grant

The DMAP funding amount doesn’t arrive before the work happens. It arrives after, and understanding that sequencing is essential for any business budgeting around this program.

The Reimbursement Flow

StepWhat Happens
1. Funding agreement executedOCI activates the project in the AccessOCI system
2. Applicant contracts and pays the DACThe SME is directly responsible for paying the Digital Adoption Consultant for their services
3. Project completedThe applicant submits the completed Digital Modernization and Adoption Plan
4. Documentation submittedApplicant submits invoices and documentation from the contracted DAC along with the final claim and report
5. OCI reimbursesFunding is released directly to the SME following the reimbursement model, only after the completion claim report is approved

The practical implication is straightforward: a business needs the cash flow to pay 100% of the DAC’s fees upfront, and only recovers the OCI-funded portion of the DMAP funding amount afterward, once the project wraps and the paperwork clears. For a business without the working capital to front the full engagement cost, this timing gap is worth planning for well before signing a DAC contract.



ERP System Scorecard Matrix

This resource provides a framework for quantifying the ERP selection process and how to make heterogeneous solutions comparable.

The Activation Clock: A Timing Risk Worth Knowing

One detail in the guidelines that’s easy to miss is how much depends on the 30-day window immediately following approval.

What Happens If Activation Requirements Aren’t Met in Time

ConditionConsequence
Project is activated and requirements are met within 30 days of the approval notificationThe DMAP funding amount proceeds as approved
Requirements for activation are not met within that 30-day windowOCI’s funding offer for the project may be retracted entirely
Expenses incurred before the project is formally activatedOCI will not be held responsible for these costs under any circumstances

This means the DMAP funding amount an approved applicant expects to receive should not be considered fully secured until the activation requirements have been completed. The funding agreement has to be signed and returned through OCI’s electronic signature process, and the project has to be activated in AccessOCI, before that 30-day clock runs out. Any DAC engagement or project spending that happens before formal activation falls outside what OCI will reimburse, regardless of how directly it relates to the approved project.

How ElevatIQ Can Help

Understanding the mechanics of the DMAP funding amount is necessary, but it isn’t sufficient on its own. The more consequential question for an ERP buyer is how to structure the DAC engagement itself so that the cash flow timing, the activation sequencing, and the deliverable all work together, rather than creating an administrative gap that may delay or jeopardize reimbursement.

ElevatIQ serves as an approved Digital Adoption Consultant, and we work with Ontario SMEs on ERP-focused digital modernization plans funded through DMAP. As an independent ERP consulting firm, we help clients plan the practical sequencing around the DMAP funding amount: confirming activation timing before any billable work begins, structuring the engagement so documentation requirements are met without last-minute scrambling, and making sure the resulting plan is substantive enough to actually inform an ERP decision, not just satisfy a reimbursement claim.

Conclusion

The DMAP funding amount is capped at $15,000, calculated as a straightforward 50/50 cost share, but the mechanics behind that number, the reimbursement timing, the activation window, and the documentation requirements, determine whether an approved business actually receives the funding smoothly or runs into avoidable delays.

A few things are worth confirming before relying on the DMAP funding amount in a project budget:

  • The business has the cash flow to pay the DAC’s full fees upfront, since reimbursement only arrives after project completion
  • The funding agreement will be signed and the project activated well within the 30-day window following approval
  • No DAC work or related spending begins before the project is formally activated in AccessOCI
  • Documentation requirements, including DAC invoices, are tracked from day one rather than assembled retroactively at the final claim stage

Getting this sequencing right is what turns an approved DMAP application into money that actually lands, rather than a funding offer that lapses on a technicality.

Note: Meeting the eligibility requirements does not guarantee approval, as all applications undergo review and funding decisions remain discretionary.



ERP Selection: The Ultimate Guide

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How DMAP Funding Actually Works (2026): The 50% Match Explained Read More »

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