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ERP Software Selection

Requirements, RFPs, Demo Scripts & Evaluation Matrices

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   Software Selection  >  RFP Templates  >  Enterprise Resource Planning Software


Make Selecting ERP Software More Reliable & Accurate!

Industry-Specific ERP System RFP Template with Software Selection Toolkits - 5,450 ERP Criteria & Up - Updated Monthly

Quickly select Enterprise Resource Planning (ERP) software by using these unbiased requirements, RFP, evaluation, and software selection tools.  These customizable templates contain over 5,450 ERP system selection requirements, enabling you to obtain better decision-making data during ALL steps of the ERP software selection process.

Select ERP Software Reliably


Make choosing an enterprise resource planning (ERP) software solution faster and more reliable.  These ERP software evaluation & selection templates use quantitative ERP criteria to enhance the reliability of each step in the software selection process. Accurately identify ERP requirements, prepare an RFP, hold vendor demos, then evaluate & select ERP software best for your needs. Enjoy these benefits:
  • Fast & Detailed ERP Requirements Identification - Prevent Fatal Omissions! Requirements Checklists with Fit-GAP Analysis provide thousands of industry specific, vertical ERP selection criteria to ensure fast, easy identification of ALL your needed ERP functions, enabling comprehensive collection & prioritization of all ERP software needs.
  • Quantitative ERP RFP Preparation - Obtain Better ERP Selection Decision Making Data! - Use these templates to quickly prepare a quantitative RFP tailored to your ERP needs. Professionally written criteria optimized for use in quantitative analysis procedures that facilitate more accurate ERP software selection decisions.
  • Obtain Actionable & Consistent Vendor RFP Responses (Proposals) - Enjoy Easy to Evaluate ERP RFP Responses! - Obtain detailed ERP system responses (proposals) in a consistent, easily compared and evaluated format through the use of the built-in, automated ERP vendor input validation contained in each RFP template.
  • AUTOMATED ERP Software Proposal Evaluation - Evaluate ERP More Accurately! Save Time! - Eliminate the time wasted trying to manually clarify and score vendor responses, then evaluate each vendor's proposed system. Choose the best ERP software by using AUTOMATED response scoring that eliminates the need to manually score thousands of vendor responses. Quickly evaluate ERP system proposals!  

    Each Toolkit below includes a complete set of ERP vendor RFP response (ERP proposal) evaluation and comparison tools that enables you to quickly and accurately analyze vendor ERP software system proposals against your company's requirements and to each other. Scores and Ratios are calculated for suitability, supportability, financial impact, and quality are automatically calculated for each proposed ERP software system and made available in a side-by-side comparison matrix with detail heat map, scorecard, and also 3-D bar Charts:

    • Vendor ERP Software Response Quality Analysis - how good are the techniques and structures of the vendor proposal?
    • Weighted Grade Score - how suitable is the proposed system to your actual current and future needs?
    • Supportability Score - how much on-going support will a proposed software system require over time?
    • Extensive Financial Ratios - is the proposed system really a good investment?
    • Payback Analysis - how fast will the ERP software pay for itself?
    These powerful vendor response evaluation templates for ERP systems ensures impartial and accurate analysis of all competing vendor ERP software proposals at the weighted grade score, supportability, and financial levels, all to assist you in selecting the best ERP software system for your needs.


  • ERP Software Comparison - "Apples-to-Apples" comparison of ERP system features - in detailed, "heat map" format, ensures accurate ERP software selection. Select the best ERP system!        

    Each ERP toolkit includes a powerful set of ERP vendor RFP response, i.e., proposed ERP system evaluation and comparison matrix templates that enables you to easily compare and evaluate ERP software system proposals to each other as well as to your company's requirements. A detailed "Side-by-Side" ERP response comparison matrix with heat map and scorecard are displayed about:

    • ERP Vendor Capabilities Profile
    • Vendor Response Quality Analysis
    • Detailed Side-by-Side "Heat Map"
    • Side-by-Side Comparison of Proposed ERP System Feature
    These Enterprise Resource Planning (ERP) system vendor response (proposal) comparison templates ensure impartial and accurate evaluation and comparison of all competing vendor ERP software systems at the detail feature, weighted grade score, supportability, and financial levels, all to help you select the ERP software most suitable to your organization's requirements.


  • Demonstration Scripts - Ensure vendors present actionable demonstrations tailored to your needs. 

    Included in each Software Selection Toolkit is an in-depth ERP software demonstration script (a.k.a. a "demo" or a presentation script) that ensures ALL vendors demonstrate ALL of the software functionality important to your company's needs, and show them consistently in the SAME presentation sequence order. This ensures each vendor ERP demonstration can be easily evaluated and compared with others. This ERP demo script template provides the following benefits:

    • Scheduling Function allows different groups of ERP demo attendees to be scheduled for specific time slots. Demonstration sessions can be scheduled over several days.
    • Organized by Departmental Business Function, enabling different user attendee groups to see just those functions specific to their daily needs.
    • Quantitative Scoring ensures accurate, meaningful ranking of all ERP demonstrations.
    • Side-by-Side Comparison of all vendor Enterprise Resource Planning system presentation assessments at the detail level
    • Heat Map Color Highlights the strengths and weaknesses of each ERP system demonstrated.
    Use this ERP software demonstration script template to ensure that vendors show how their proposed system supports complex tasks and/or mitigates time consuming exceptions to standard business processes, or clear up any confusion found in their RFP response. Visual inspection is worth 10,000 words when choosing ERP software.


  • Select the best ERP software solution using meaningful, actionable information.

Select ERP Software Reliably

Make choosing ERP (ERP) software solution easier and more reliable.  These ERP software evaluation & selection templates use quantitative ERP system criteria to enhance the reliability of each step in the software selection process.

 

ERP Requirements Checklist

QUICKLY & ACCURATELY IDENTIFY ALL ERP REQUIREMENTS - Save weeks, even months, of time when identifying your ERP software needs by using a detailed requirements checklist that queries users about their needs in all ERP business processes.

These detailed ERP software requirements checklists include a full Fit-GAP analysis matrix that covers all standard ERP operational issues (see Fig. 1.0 below), and significantly reduces the time needed to fully identify and prioritize all of your firm's ERP requirements, sometimes by as much as 90%.

FIG 1.0 - Click to Enlarge
ERP requirements matrix

Comprehensive Fit/GAP ANALYSIS Features are provided in this ERP user requirements checklist to help you quickly identify, categorize, and prioritize ERP software requirements and user needs. Quickly obtain the information needed to accurately select the ERP software system best for your needs. Customizable attributes suitable for use in any ERP system environment, including PeopleSoft, SAP, Oracle, Siebel, MS Dynamics, and similar.

  • Avoid Overlooked ERP Requirements! - This checklist is pre-loaded with thousands of system requirements, guaranteed to investigate all aspects of an ERP software/system acquisition and implementation.  Streamlines your ERP software selection project immediately since the chances are very good that it will remind someone of something they forgot!

Many expert ERP software consultants state you must first identify all your ERP requirements before attempting to select ERP software.  But what does the phrase "identify your ERP software requirements" really mean?  Managing the entire operational environment of any organization requires decisions about many crucial requirements.

Each of these ERP Software Requirements Checklist with Fit-GAP analysis will save you time (and money) during the task of identifying your company's critical ERP system requirements, and correctly prioritize the many software issues that must be addresed to select the best ERP software!

  • Identify a specific organization's unique and/or hidden software requirements. Answer questions such as "How could a new ERP system better handle sales orders for customized products?", or, "How can the procurement time be reduced for raw materials required for a specific special order?", plus many others. All good questions when trying to select ERP software.
  • Identify the RFP criteria required to choose the best ERP system software based on your organization's needs.
  • Determine if your current ERP software problems are the result of workflow or software deficiencies.
  • Identify the solution to each workflow issue or shortcoming in your current ERP software.
  • Establish the priority of resolving each deficiency and/or problem.
Each industry-specific ERP Software Requirements Checklist with Fit-GAP comes pre-loaded with thousands of ERP system criteria presented in a form useful for doing the above tasks, all very much required when trying to select ERP software.


 

Select the Best ERP Software

Using the comprehensive, industry leading criteria listed below to make the right selection decision -

In-Depth ERP System Requirements

Drastically reduce, or even eliminate the time normally wasted during the ERP selection process!  Significantly lower the risk of picking the incorrect software system.  Reduce the time spent researching and developing requirements from scratch, since all templates come ready-to-use, pre-loaded with a list of over 5,700 ERP (ERP) software selection criteria (categorized below).  This enables you to immediately conduct user needs surveys, query vendors about complex ERP software systems, and conduct relevant software demonstrations - everything needed to select ERP software successfully!

ERP Software Selection Criteria:

ERP software (ERP) requirements
If you do not see what you need, or have questions about what type of ERP software system is best for your operations, please Contact Us!  We have more than 30 years of direct "hands-on" Enterprise Resource Planning (ERP) selection experience with organizations of all types, ranging from small to XEROX-size. Our ERP software advice and support is always free!

 

RFP Templates for ERP Software

Accurately choose the best Enterprise Resource Planning (ERP) software by querying vendors about all of your firm's specific ERP system needs. Prevent do-overs that waste time and money. Start your project on the right track by using well-focused ERP software selection questions to obtain better, more precise information from vendors, and then evaluate and select ERP system software based on your exact needs.

These detailed yet easily customized Request for Proposal template sets come (see Fig 2.0 below) pre-loaded with over 5,700 ERP system selection requirements that will enable you to quickly create an RFP tailored to your specific ERP requirements using familiar Excel Add, Delete,and "Cut and Paste" type commands. Each RFP template and selection toolkit is guaranteed to address all industry standard and many "exception case" ERP functions and processes.  Designed by experts to select ERP software using quantitative evaluation criteria, these RFP templates ensures you receive easily compared and evaluated vendor ERP software system responses (proposals).

FIG 2.0 - Click to Enlarge

These unique templates for choosing an Enterprise Resource Planning System come pre-loaded with over 5,700 ERP selection criteria to enable the precise communication of a given organization's specific ERP requirements to vendors, and then obtain consistent, quickly evaluated & compared proposals from ERP vendor about HOW they will design and implement an ERP system solution tailored to that organization's requirements in all impacted areas, including but not limited to:

  • Multi-Company (EIN) and Location
  • Multiple Langauges
  • Cloud Configuration
  • Vendor Data Center
  • System Setup
  • Vendor Background
  • Distribution Functions
  • Manufacturing Functions
  • Direct Store Delivery (DSD)
  • Retailing
  • General Ledger
  • Budgeting
  • Fixed Assets
  • Time and Attendance
  • Scheduling
  • Payroll
  • Job/Project/Product Costing
  • Accounts Payable
  • Accounts Receivable
  • Time and Attendance
  • Scheduling
  • Professional Services
  • Quote Processing
  • Sales Order Processing
  • Requisition Processing
  • Procurement/Purchasing Inventory - Receivings
  • Inventory - Raw Materials
  • Inventory - Finished Goods
  • Production Planning
  • Material Requirements
  • Capacity Requirements
  • Shop Floor Control
  • Scrap Management
  • Customer Relationship Management
  • Customer Service
  • Document Management
  • Workflow Processing
  • Reporting and Inquiry Capabilities
  • Security
  • Implementation
  • User Training
  • On-Going Support
  • ...AND MANY OTHERS!
Each RFP Template and Software Selection Toolkit listed below for industry and application specific ERP software systems enables you to easily and accurately select the ERP software system best for your needs.


  • Evaluate & Score ERP Software Proposals Automatically! - Quickly and accurately evaluate vendor Enterprise Resource Planning software / system RFP responses (proposals) with the automated response evaluation tools included with this RFP!  Avoid the time wasted by the need to manually evaluate and score each individual answer in each vendor RFP response. Avoid the errors that such a laborious task entails.

    These RFPs and evaluation toolkits include a comprehensive and customizable set of automated weighted score, supportability score, response quality, and financial ratio calculations, with results displayed in side-by-side heat-maps and comparison scorecards. These functions automatically analyze each ERP vendor's RFP response in an unbiased, consistent, and quantitative manner to provide the information needed to help you select ERP software best suited to your needs.

Use this button to view ERP System RFP Template and Evaluation Matrix samples specific to your industry:
 
              View List of RFP Templates

 
 

ERP Software Demonstration Script Template

ERP DEMONSTRATION SCRIPTS (See Fig 3.0 below) - The purpose of an Enterprise Resource Planning software demonstration is to investigate and illustrate the potential strengths and weaknesses identified in each ERP vendor's RFP response (proposal). Make sure all vendor ERP system demonstrations consistently address these issues as well as your firm's overall requirements. This template set enables each ERP software selection team member to consistently score each demonstration based on his or her priorities. Simply add the features and functions you want to see in a demo and you are ready to go! View details and examples for ERP Demonstration Script template capabilities.

FIG 3.0 - Click to Enlarge
ERP Demo Script
  • These templates are ideal for managing on-site demos that may last several days and involve different ERP user groups from several departments, each with their own set of needs and requirements. Be sure each ERP system vendor demonstration stays on schedule and addresses everything the IT and End-User team wants to see.
  • Ensures all vendor software demonstrations are easy to evaluate and compare by requiring all functionality is demonstrated in the same order and scored consistently by all team members. Ensure your ERP system selection is fast and accurate!

To view ERP Demo Script detail please click this button:
 
              View Demo Tools


If you have questions about using the ERP system evaluation and selection templates above, or how to select ERP software in general, please Contact Us! We have over 30 years direct "hands-on" ERP experience.

Advice & Support from an ERP Software Selection Expert is Always FREE!

Select the Best Enterprise Resource Management Software System!


No Questions Asked, 30 Day Money-Back Guarantee on All ERP Selection Products
Unlimited Staff Users - Unlimited Vendors - Unlimited Projects


TOOLKIT LIST

OPTION #1 -

Comprehensive ERP SELECTION TOOLKIT -
Includes the Demonstration Script Template at No Charge - Save $279!

Each ERP Selection Toolkit below includes everything discussed above:

  • ERP Requirements Checklist with Fit-GAP analysis
  • Request for Proposal (RFP)
  • Vendor Proposal Evaluation Tools
  • Response Comparison Matrices with heat Map
  • Demonstration Script Templates
Everything needed to identify and prioritize all your requirements, evaluate potential solutions, and then select ERP software based on those requirements. To view a summary of all capabilities included click  

This Toolkit includes ALL functions and capabilities described above, summarized below:
  • Unlimited ERP Vendors, Staff Users, and Projects - No Questions Asked 30 Day Money-Back Guarantee
  • More than 5,700+ ERP Selection Criteria
  • INCLUDES the full Requirements Checklist with Fit/GAP Analysis
  • ERP Request for Proposal (RFP) Template Toolkit
    • In-Depth, Detailed Request for Proposal (RFP) Template
    • Vendor Input Validation
    • ERP System Feature Availability & Delivery Evaluation
    • RFP Response (Proposal) Evaluation
    • Vendor ERP Response Quality Analysis
    • Feature Enhancement / Cost X-Reference
    • User-Defined Weighted Grade Scoring
    • ERP Software Supportability Scoring
    • Optimized RFP Guide
    • RFP and Evaluation Matrix Documentation
    • All Cover Letter, Guide, & Checklist Templates
  • INCLUDES the full ERP Proposal Evaluation, Comparison, & Selection Template Toolkit
    • Side-by-Side ERP Response Comparison with Heat Map
    • Vendor Response Quality Ratios
    • ERP Response Evaluation Scorecard
    • 3-D Bar Chart Response Comparison Graphs
    • Evaluation Matrix Documentation
  • INCLUDES the Vendor ERP Software Demonstration Script Template at NO CHARGE!
  • FREE LIVE SUPPORT - Telephone/Email

Questions? Contact an Industry Specialist!

ERP Software Selection Toolkits are available for the following horizontal and vertical applications:

ERP - Apparel

ERP - Repetitive, Discrete Manufacturing

ERP - Build-to-Order (BTO) Manufacturing

ERP - Engineer-to-Order (ETO) Manufacturing

ERP - Make-to-Order (MTO) Manufacturing

ERP - Non-Manufacturing - generic (for Distributors see below)

ERP & CMMS - Non-Manufacturing

ERP & CTI - Manufacturing

ERP & CTI Non-Manufacturing

ERP for Construction

ERP - Construction, Road & Other Heavy Equipment Dealer

ERP with Outstourced Manufacturing

ERP with Direct Store Delivery

ERP for Distributors (See Distribution Vertical Industry List)

ERP for Food Processing

ERP for Food Processing with Direct Store Delivery (DSD)

ERP for Healthcare

ERP for Mining

ERP - Auto / RV / Motorhome Dealer

ERP for Non-Profit Organizations

ERP for Process Manufacturing

ERP for Professional Services

ERP for School Districts


No-Nonsense 30 Day Money-Back Guarantee on All ERP Products
Unlimited Staff Users - Unlimited Vendors - Unlimited Projects


OPTION #2 -

VENDOR ERP DEMONSTRATION TEMPLATE ONLY -

Buy only the Enterprise Resource Planning (ERP) SYSTEM DEMONSTRATION TEMPLATE described above. Obtain everything needed to schedule and present quantitative ERP demo scenarios to vendors, all grouped by application/department focus. Schedule different user groups for different demo sessions, as summarized below:

  • Unlimited Number of Staff Users, Vendors, and Projects
  • Detailed Vendor ERP Software Demonstration Script Template
  • FREE LIVE SUPPORT 24/7

$279.00 US         (CERTIFIED SECURE CHECKOUT)    

No Questions Asked 30 Day Money-Back Guarantee on All Products
Unlimited Staff Users - Unlimited Vendors - Unlimited Projects

If you have any questions, please Contact Us.


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Evaluate & Select ERP System Software Accurately!

 

ERP Software Selection Templates
ERP Software RFP template

 

 

Free ERP Requirements
Free Key ERP Software Requirements

 

ERP Demonstration Script
ERP  System Demonstration Scripts

 

How NOT to Choose an ERP System!
ERP Software Selection Mistakes

 

Frequently Asked Questions

 

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