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ERP Selection Templates

Industry-Specific Requirements, RFP, & Evaluation Tools

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   Software Selection  >  Unbiased RFP Templates  >  ERP Software RFP and Requirements

Select ERP System Precisely

Use Industry-Specific Enterprise Resource Planning Software RFP Templates & Evaluation Tools for the BEST ERP Selection!  Start your system project on the right track by using unbiased software requirements, workflow, and selection tools. (View ERP List)

Choose ERP Software Accuracy

Obtain better, more precise information from vendors, and then evaluate and select ERP system software based on your company's exact needs. Prevent do-overs that waste time and money. Choose ERP system reliably!
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Each Enterprise Resource Planning System RFP template and ERP selection toolkit is guaranteed to address all industry standard and many "exception case" ERP functions and processes.  Accouretly select software using quantitative evaluation criteria designed by ERP selection experts to, these RFP templates ensures you receive easily compared and evaluated vendor ERP software system responses (proposals).

Select ERP Software Reliably

Obtain consistent, quickly evaluated & compared proposals from vendor about HOW they will design and implement an ERP software 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
Each RFP Template and Software Selection Toolkit listed below for industry and application specific ERP software systems enables you to easily and accurately select ERP system softwar best for your needs.


Select the Best ERP System

Enjoy detailed online instructions on How to select ERP software system using the comprehensive, industry leading criteria listed below to make the right selection decision.

In-Depth Enterprise Resource Planning 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 THOUSANDS of ERP features (categorized below).  This enables you to immediately conduct user needs surveys, query vendors about complex software systems, and conduct relevant software demonstrations - everything needed to select ERP system successfully!

NOTE: The importance of using detailed, quantitative selection criteria, and how to easily identify them, are found in How to Select ERP Systems.

ERP System 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 selection experience with organizations of all types, ranging from small to XEROX-size. Our ERP software advice and support is always free!

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 system 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.


If you have questions about using these templates to quickly select ERP system products using the RFPs or evaluation tools shown 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!

30 Day Guarantee on All ERP Selection Products
Unlimited Staff Users - Unlimited Vendors - Unlimited Projects



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
Obtain everything needed to identify and prioritize all your ERP requirements, evaluate potential software, and then make the best ERP system selection based on your needs! View All Tools included:  

This Toolkit includes ALL functions and capabilities described above, and summarized below:
  • Unlimited ERP Vendors, Staff Users, and Projects - 30 Day Guarantee
  • 5,462+ ERP Selection Criteria or More!
  • Detailed online instructions an "How to Select an ERP Systerm"
  • 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

ERP System 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

30 Day Guarantee on All ERP Products
Unlimited Staff Users - Unlimited Vendors - Unlimited Projects

Receive FREE Advice & Support from a ERP Software Selection Expert!

Evaluate & Select ERP System Software Accurately!

  More Details

Customer List

Frequent Questions

ERP RFP Features Checklist

How to Select ERP System
- the Missing Link

ERP Software Selection Templates
ERP Software RFP template


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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Mobile Communications
5,200+ Facilities Worldwide

"The most comprehensive &
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2,500+ employees

"Thank you very much! I
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J. P.
Certified SCM Consultant