Switching ERPs? A Guide for a Successful ERP Transition in Higher Education Institutions

If your institution is considering switching its enterprise resource planning (ERP) system, we know it’s a major undertaking. In higher education, these changes are often driven by aging technology, a need for improved visibility into financial and compliance data, and increasing pressure to do more with less. At the same time, institutions are being asked to adopt a more modern set of tools and strategies.

Whether you’re replacing legacy systems or improving integration across campus, it’s a critical moment to get right. But, changing your ERP doesn’t mean you have to overhaul everything. Your SAP Concur solution integrates with virtually any ERP — including Ellucian Banner or Collegue, Workday, and Oracle PeopleSoft — helping you maintain continuity while your broader systems evolve.

In this guide, we’ll cover what to expect and how to plan for a successful transition.