ClickUp vs. ERP vs. Excel w/ Accountant turned Consultant, Asad
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| Ever wonder whether ClickUp can replace a full Enterprise Resource Planning (ERP) tool like Microsoft Dynamics / D365, NetSuite, SAP, or the like?
And, if ClickUp CAN replace these apps...should it?
We're sitting down with accountant-turned-ClickUp consultant Asad from CFO Hire to help us make sense of what Enterprise Resource Planning (ERP) tools really are, how ClickUp can replace an ERP (if at all), and how ClickUp can help any team with project management -- whether they have an ERP or not!
👋 Meet our Guest: Asad started CFO Hire with the aim of bringing his experiences in corporate to business owners wanting to grow and succeed using the latest technologies with proven theoretic concepts. He's an accounting pro and ClickUp Consultant with lots of great content on YouTube ( / cfohire ) and on his website (https://cfohire.co/).
❗Our NEW "How to ClickUp Mini-Course & Template Bundle" is now available and perfect for beginner ClickUp users who aren't Admins! ➡️ Check it out here: https://processdriven.co/services/min...
In this video we'll cover:
00:28 - What is an ERP?
01:03 - The downsides to an ERP system
04:12 - ERPs vs. ClickUp (and why ERPs could still be for you)
08:39 - "I currently have an ERP, do I still need ClickUp?"
10:37 - How ClickUp helps manage teams, alongside ERPs
12:16 - Excel vs. ClickUp
16:56 - The value of keeping ClickUp and other software separate
25:05 - Automations are only as good as the consistency of your process
26:19 - Building an Automation vs. making a process Automatic
31:16 - ClickUp Templates are great.. As a STARTING point.
35:00 - Check out Asad's YouTube Channel here:
39:15 - Where we hope ClickUp is headed.
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