Transformation and ERP Advisory
Transformation and ERP advisory for mid-market retailers and manufacturers: readiness, vendor-independent selection, sequencing, and the operating-model decisions the platform will force.
Request a readiness reviewI help operators make ERP decisions, modernize store systems, and stabilize programs that have lost direction. Independent advice, accountable vendors, and a plan the business can actually execute.
Morris Stern · Winnipeg · Canada and United States
Transformation and ERP advisory for mid-market retailers and manufacturers: readiness, vendor-independent selection, sequencing, and the operating-model decisions the platform will force.
Request a readiness reviewRetail systems and store technology for multi-site retailers: point of sale, payments, associate tools, shelf-edge pricing, integration architecture, and rollout governance.
Book a store technology reviewIndependent executive oversight for transformation programs where vendor status reporting is no longer enough, including AI governance where agents are moving into operations.
Book an oversight callThe deck says modernize. The store still has to sell on Saturday, the plant still has to ship, the claims system still has to pay. I sequence technology change around the operating reality, not the project plan.
Left alone, every vendor and systems integrator optimizes for their own scope. Somebody on the buy side has to own the outcome. That governance is a core part of how I run programs.
A system nobody uses correctly is a failed system, whatever the status report says. Readiness, training, and stabilization are built into my programs from day one, not added in the last six weeks.
Four programs I led in executive operating roles. Client names, internal figures, and program details are withheld or generalized.
A major post-acquisition platform conversion across a large North American retail network, run on readiness gates, wave sequencing, and a cutover playbook that improved with every wave.
Read the program summaryPoint of sale, payments, and shelf-edge pricing modernized across a multi-site chain, with material recurring payment savings and improved store-system resilience.
Read the program summaryA multi-million-dollar ICT portfolio across more than 50 concurrent projects and two new-build hospitals, governed through a distributed, fully remote delivery model.
Read the program summaryDirect-to-consumer and marketplace channels built for an established manufacturer, supported by ERP, EDI, and executive reporting that changed how inventory decisions were made.
Read the program summaryA first conversation establishes the problem and whether I can help. Then I define the scope, decisions, deliverables, and working cadence. Each engagement closes with clear ownership for what happens next.
How an engagement runsAfter an assessment or project, some teams need a continuing review of priorities, vendor commitments, and delivery risk. Fractional CTO advisory provides that continuity alongside the internal team.
Explore ongoing advisory“Driving complex projects in a simple and structured way is one of his greatest strengths. Morris is a real team motivator, never afraid to take important actions for the benefit of the company.”
“He’s been able to get into some of the most complex technologies and sometimes ridiculously convoluted systems, and make sense of them and then break them down in order to improve and streamline them.”
CIOReview · 2024
Retail Tech Insights · Jul 2023
LinkedIn · Feb 2026
Tell me what is stalled, what is at risk, and what needs to happen next. Start with a 30-minute call.
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