Negotiating Enterprise Resource Planning Agreements: Deal Considerations, Key Terms, Managing Risks
A live 90-minute CLE video webinar with interactive Q&A
This CLE course will guide counsel in evaluating, negotiating, and structuring enterprise resource planning (ERP) software installation and service agreements. The panel will review current issues and trends in ERP implementation projects, negotiating with ERP vendors, and best practices and strategies to avoid common pitfalls.
Outline
- Overview of ERP implementation projects
- ERP software agreements
- Negotiating with ERP vendors
- Key terms
- Common legal issues and pitfalls
- Best practices
Benefits
The panel will review these and other key issues:
- What distinguishes ERP projects from other software implementation projects?
- What are the key features of the ERP contract negotiation process?
- What strategies and best practices can counsel use to successfully negotiate an ERP agreement tailored to the organization's needs?
Faculty
Timothy R. Dodson
Of Counsel
Morris, Manning, & Martin
For more than 25 years, Mr. Dodson has structured and negotiated arrangements for the provision (or procurement) and... | Read More
For more than 25 years, Mr. Dodson has structured and negotiated arrangements for the provision (or procurement) and implementation of software, systems or IT-enabled services across the enterprise, guiding clients through a wide variety of transactions including: outsourcing transactions of all varieties; enterprise software implementation projects (ERP, CRM, banking/insurance/wealth management platforms, etc.); cloud services arrangements (Software as a Service, Infrastructure as a Service, Platform as a Service, etc.); and payment card, mobile wallet and other payment arrangements from all sides (issuer, acquirer, merchant, processor) and other FinTech transactions. Mr. Dodson has handled these transactions around the globe across a broad swath of industries, notably banking, insurance, wealth management and other financial services, hospitality, retail, consumer products, airline, software and data analytics. His deep experience encompasses working both sides of the table, on behalf of or opposite technology providers.
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Marcus S. Harris
Partner
Taft Stettinius & Hollister
Mr. Harris has significant experience drafting and negotiating Enterprise Software related license, implementation and... | Read More
Mr. Harris has significant experience drafting and negotiating Enterprise Software related license, implementation and SaaS agreements, as well as litigating failed software implementations. Prior to entering private practice, he was senior corporate counsel in charge of intellectual property in the Legal/Contracts Department of SAP America and at SSA Global Technologies (now Infor), where he developed and managed an extensive international trademark and patent portfolio, managed intellectual property litigation, conducted intellectual property due diligence and reviewed advertising material to verify compliance with legal requirements.
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