James Kennedy sits down with Kerry Peters, Microsoft MVP and Co-Founder of New View Strategies, to unpack why so many ERP implementations fail – and how businesses can finally get the financial clarity, process efficiency, and operational visibility they were promised.
Kerry shares how her unique blend of corporate controller experience, ERP expertise, and a passion for business process has helped hundreds of companies turn struggling implementations into scalable, high-performing systems. From a publishing company with 21,000 general ledger accounts to organizations stuck in endless month-end closes, Kerry explains the root causes, the fixes, and how to prevent the pain in the first place.
She also reveals how she unintentionally built a thriving fractional CFO practice – simply by helping companies bridge the gap between software, people, and process.
About Kerry Peters:
Kerry is a Microsoft MVP, a certified expert in Dynamics 365 Business Central, and Co-Founder of New View Strategies, a consulting firm specializing in ERP training, business process improvement, and fractional financial leadership.
With degrees in biology, an MBA, and a Master’s in Accounting & Financial Management, Kerry brings a rare combination of analytical thinking, financial expertise, and operational insight.
She has trained thousands of users, redesigned financial processes for organizations across the globe, and helped companies drastically reduce month-end close times – from 60 days to just 3 – while increasing accuracy, visibility, and strategic decision-making.
Fun fact: when she’s not improving business processes, she’s a beekeeper with five thriving hives and a passion for honey-infused whiskey.
What You’ll Learn:
- Why ERP Implementations Fail: The root causes – including training gaps, lack of testing, and poor business process discipline.
- How to Fix a Broken ERP: Kerry’s proven framework for simplifying systems, streamlining accounting, and improving adoption.
- The Power of Dimensions: How one company went from 21,000 GL accounts to 300 – and transformed its reporting.
- How Automation Saves Headcount (Without Cutting Jobs): Real stories of employees moving from data entry to high-value analysis.
- Building a Fractional CFO Practice: How Kerry turned operational expertise into a scalable fractional leadership business.
Episode Highlights:
- “Bad business processes don’t magically disappear when you implement an ERP.”
- “If you don’t train your people, they will invent their own workarounds.”
- “Testing isn’t optional – if you skip it, you’re flying blind.”
- “We reduced a client’s close time from 60 days to 3 days by fixing their chart of accounts and processes.”
- “Automation doesn’t replace people – it frees them to do higher-value work.”
More About Kerry’s Work:
At New View Strategies, Kerry and her team help companies get the most out of Microsoft Dynamics 365 Business Central through:
- Process re-design
- Finance and accounting optimization
- ERP training programs
- Fractional CFO, controller, AP/AR and IT leadership
- Business process assessments and ongoing improvement
Their mission is simple:
Help businesses use their ERP the way it was meant to be used – efficiently, strategically, and profitably.
