Before I was a D365 Functional Architect helping organizations navigate some of the most complex ERP implementations out there, I was an accountant. A controller, to be exact — for nearly a decade. I lived in general ledgers, month-end closes, audit binders, and yes, an embarrassing number of spreadsheets held together by prayers and conditional formatting.

And before that, I spent close to ten years teaching Business and Accounting at the collegiate level. So if there’s one thing I’ve learned across all of those seasons of my career, it’s this: the way you explain something matters just as much as what you’re explaining.

I’ve watched incredibly smart, capable finance professionals feel completely defeated by an ERP system. Not because they aren’t sharp enough — but because nobody ever sat down and said, “Here’s what this is actually doing, and here’s why it matters to you specifically.”

My goal is to simply share information that I wish would have been easier to find when I was starting out learning the systems.