ERP Templates for Software Selection Request for Proposal RFP Home

MTO Manufacturing ERP Software

Selection Tools - Requirements - RFP - Evaluation Matrix

Accurate ERP System Requirements Enable Better ERP Software Selection!
 

 

 

 

 

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Select Enterprise Resource Planning (ERP) Software Successfully

Make-to-Order (MTO) ERP Software Selection RFP & Evaluation Templates - 5,878+ Criteria - Updated Monthly - Pricing at Bottom

The fastest & most reliable way to identify user needs, determine software requirements, prepare an RFP, evaluate system proposals, and select make-to-order enterprise resource planning (ERP) software.

Complete MTO Manufacturing ERP System Selection RFP

This ERP RFP Template & Software Selection Toolkit includes EVERYTHING needed to quickly prepare and process an RFP, then accurately select the best RFP reply, all listed below. Each can use thousands of selection criteria to make selecting software easier through identifying requirements, distribute a meaningful RFP, evaluate vendor proposals, and accurately select MTO Manufacturing ERP software:

ALL TEMPLATES INCLUDED! Quickly select the best make-to-order ERP software system by using these quantitative MTO ERP software requirements and software selection templates, all included in this Toolkit!

 

ERP Software Selection Criteria

All make-to-order ERP system requirements are reviewed and updated on a monthly basis. Very easy to customize, these templates are pre-loaded with over 5,878 ERP requirements criteria about:


 

Tools for Selecting ERP Software for make-to-order

 
EVERYTHING NEEDED TO CHOOSE ERP SOFTWARE INCLUDED! This make-to-order ERP Manufacturing System RFP Template, and it's matching Vendor Response Comparison and Evaluation Toolkit, include all the following for making ERP platform selection easier and more accurate:

Actual screens and questions from this RFP template are shown below to illustrate how it enables you to easily collect the unique metrics needed to successfully identify, select, acquire, and implement the make-to-order ERP software solution best suited to your organization's needs.

These Toolkits include the following to Help Select ERP Software Successfully:  


  In-Depth RFP Functionality - This RFP Template INCLUDES ALL the following capabilities to Obtain Meaningful Responses that are Easily Compared and Evaluated! Scroll Down to View All:

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EASILY SELECT THE BEST SOFTWARE using over 5,878 state-of-the-art MTO manufacturing MTO features criteria!

SAVE WEEKS, even MONTHS OF TIME with industry-leading criteria that ensure nothing is overlooked!

Quickly and accurately create a unbiased make-to-order enterprise resource planning RFP that best communicates your specific requirements to vendors! Easily identify your exact needs, then simply delete those that are not needed!  This Excel-based template is universally understood, comes with online Help, and is highly customizable.  In addition, a detailed Feature to Cost Traceability function helps assure a smoother system implementation and maximum ROI.

All RFP questions are in quantitative format for accurately choosing the best ERP software system.

View the state-of-the-art and extensive ERP selection criteria categories in the make-to-order ERP System RFP Table of Contents.

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IDENTIFY FEATURE AVAILABILITY & DELIVERABILITY. Unlike other make-to-order ERP software RFPs, Infotivity RFP Masters template automatically collect the information needed to identify BOTH the AVAILABILITY of software features, and their DELIVERABILITY, i.e., HOW those features will be delivered. Each make-to-order enterprise resource planning RFP Master includes a Feature Support Matrix (FSM) to automatically capture this information, which can be used to create very accurate and reliable make-to-order software system implementation schedules. View samples here.
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DETERMINE RISK and SUPPORTABILITY. make-to-order Software RFP Masters automatically evaluate vendor response data collected to quantitatively determine the SUPPORTABILITY INDEX of each proposed software system. This index ranks the potential support problems inherent in each proposal. Accurately compare the amount of ongoing support needed to keep each proposed make-to-order enterprise resource planning software system up and running. Measure the true impact of each system on your business over the long term.  View sample here.
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ENHANCEMENT COST TRACKING - This RFP template feature provides a facility for cross-referencing the cost of specific custom programming and/or scripting tasks with vendor invoices. This enables the RFP to become a very useful implementation cost management/audit tool. Ideal for Earned Value Management (EVM).
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CUSTOMIZABLE WEIGHTED GRADE SCORING - (automatically calculate suitability to unique company needs!)

Highly flexible weighted grade score based on user-defined weights down to the detail row and response level is calculated for each RFP question criteria. This user-defined, customizable weighting allows vendor RFP responses to be evaluated based on your company's specific needs priorities. Calculate weighted scores by department, by workflow process, by application, or by activity to calculate a score that reflect the true value and impact of a proposed ERP software system.

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    WORKFLOW TOPICS ensure the proposed ERP software for management can be fully integrated and utilized to enhance business procedures at all levels of the enterprise. View Workflow samples here.
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    VENDOR RESPONSE VALIDATION saves time and effort, and reduces errors, when evaluating vendor make-to-order ERP software proposals. View example here.
For a more detailed description of a vendor RFP response validation Click Here!
    EASILY CUSTOMIZED to meet your unique make-to-order enterprise resource planning system needs, using basic Excel techniques.
    PROVEN MS EXCEL TECHNOLOGY. Everybody already knows Excel. Save time & effort across the board!
    No installation, no learning curve.
 
  All Vendor Response Evaluation & Comparison tools listed below are INCLUDED with this make-to-order ERP software RFP. EASILY Evaluate Proposed Software Based on Suitability, Quality, Supportability, and Financial Impact.
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"APPLES-to-APPLES" FEATURE COMPARISON of vendor RFP responses (proposals) is assured by extensive use of quantitative RFP questions and full vendor response validation. Compare proposed make-to-order enterprise resource planning system software features side-by-side faster and more accurately with the fully automated Color Comparison Chart matrix included with this RFP at no extra charge. View a typical comparison here.
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    "make-to-order Response Evaluation Ratios (scores) indicate how a vendor is planning to provide the proposed solution, e.g. the pros and cons of a vendor proposal from a practical "is it doable?" perspective. See HOW a vendor is planning to address each of your requirements, and just how reliable it really is.. View a typical evaluation ratios here.
 
  Enjoy FAST Vendor Response (Proposal) Analysis with Detailed Comparison Scorecards!
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RESPONSE QUALITY ANALYSIS RATIOS - SIDE-BY-SIDE COMPARISON - (Compare proposal feasibility side-by-side!)

Compare the "doability", i.e., the feasibility, of vendor proposals compared to each other in detail. See HOW each vendor is planning to provide the solution to your needs, and if that solution is really viable.

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"In-Depth Financial Analysis Ratios provide valuable insight into how proposed software will impact your organization immediately and over the long term. View and compare side-by-side key financial ratios such as Payback Period, Present Value (PV), Net Present Value (NPV), Internal Rate of Return (IRR), and others. View financial analysis ratios here.
 
  All Vendor Proposed Systems Can Be Quickly Evaluated & Compared! Scroll Down to See How to EASILY Evaluate & Compare ERP Software Platforms Based on Weighted Score Suitability, Quality, Supportability, and Financial Impact.
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AUTOMATED WEIGHTED GRADE POINT SCORING

is a quantitative measure of how well a proposed make-to-order ERP system matches up to your business priorities. This graph compares the overall total scores for each proposed ERP system. This Score is based on all make-to-order enterprise resource planning vendor responses except Pricing and Vendor Background. View sample 3-D Bar Chart comparison here.

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    Feature Delivery Methods This graph compares HOW each make-to-order ERP vendor is planning to deliver the proposed ERP system. The bars show how much of each competing system is going to be delivered Fully Supported "out-of-the-box", how much will be delivered using the Report Writer, a Configuration option or 3rd Party product, and how much is dependant on Custom Programming & Scripting. The scores used in this make-to-order enterprise resource planning comparison are based on responses to make-to-order system questions only, i.e., no vendor, pricing, or support responses are utilized. View sample 3-D Bar Chart comparison here.
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    Supportability Index A proposed ERP system could look very good on paper, but once implementation begins the reality could be very different. The ease with which a enterprise resource planning system can be implemented and maintained over it's expected life is controlled in large part by the amount of custom programming and scripting required to make & maintain the system. The Supportability Index is based on responses to make-to-order enterprise resource planning software system features only. This graph compares the potential support effort inherent in each proposed make-to-order ERP software system. View sample 3-D Bar Chart comparison here.
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    Overall Comparison This graph compares the total Weighted Score of each proposed make-to-order ERP system along with its Supportability Index and associated Vendor Profile. Use this when assessing the RISK of a proposed make-to-order enterprise resource planning system and whether or not the ERP system can indeed be implemented by the proposing enterprise resource planning vendor successfully. View sample 3-D Bar Chart comparison here.
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    Vendor Profile Scores This graph compares a score measuring the background, expertise, capabilities, and other data collected in the Vendor Global Issues section of the ERP RFP for make-to-order / manufacturing. The Vendor Profile Score provides a way of assessing the Capabilities PROFILE of a proposing make-to-order enterprise resource planning vendor. View sample 3-D Bar Chart comparison here.

 


  The Supporting Documents below are INCLUDED with this make-to-order Software RFP:

COVER LETTER SAMPLES - Make the task easier with this make-to-order ERP RFP cover letter template collection. Choose from Letter samples designed for all events, such as "RFP Response Request", "Intent to Respond", "No Intent to Respond", "RFP Change Enclosed", "Proposal Rejection" "Finalist Selection", and " Best & Final Offer Request" to meet your unique make-to-order enterprise resource planning system needs.
FULL VERSION of the RISK ASSESSMENT MATRIX CHECKLIST focused on make-to-order system acquisition and implementation projects for working sample "Click Here"
BPR / BPE / WORKFLOW Processing Checklists - Excel-based template for mapping the current "AS-IS" state of an existing enterprise resource planning business process down to the data element level, a time-saving organizer when developing the new "TO-BE" state, or when trying to determine what is required to implement a new process, or when preparing for data conversion.
The OPTIMIZED RFP GUIDE. Designed to be viewed in a browser off-line, this document outlines the best procedures for creating custom ERP RFP questions for make-to-order. Included or Sold Separately
The FOOD PROCESSING ERP SOFTWARE CUTOVER CHECKLIST Helps Streamlines Implementation! Included or Sold Separately
MS Word DOCUMENTATION describing the organization and usage of the make-to-order enterprise resource planning RFP and Evaluation/Comparison matrices.


      (See bottom of this page for pricing information.)


 

      A Detailed & Comprehensive List of:

make-to-order System Features

Thousand plus of pre-defined make-to-order ERP RFP criteria ensure no important business requirements or software features "slip through the cracks".  All are in a quantitative format that guarantees vendor responses will be meaningful, consistent, and easy to compare. All questions are professionally prepared by application specialists to address BOTH the STANDARD features and EXCEPTION CASE software functions required.

make-to-order enterprise resource planning table of content


      Utilize an Extensive List of:

make-to-order ERP Software Fit/GAP Analysis

Precisely identify, collect, & prioritize all make-to-order functional and process deficiencies between the software system currently in use and client/company current or projected needs. Easily document the severity, category, and requirements type of missing functionality using GAP analysis, and then calculates a score, for each GAP. The GAP process creates a prioritized, detailed list of ERP software requirements useful in all later phases of the make-to-order enterprise resource planning software evaluation/selection process, i.e., in RFP creation, Software Demonstrations, Price (BAFO) negotiation, and software system implementation. View details at Fit/GAP Analysis Details.


 

      Identify BOTH make-to-order Software Features Availability and Deliverability

Unlike other RFP templates that try (and fail) to gather useful solutions data about complex make-to-order ERP system features, RFP Masters are not constrained to the use of summary-level "Yes" or "No" answers. This RFP Master uses a Feature Support Matrix (FSM) that identify BOTH feature AVAILABILITY and DELIVERY Method. This ERP RFP Master function is useful during both the enterprise resource planning software selection AND the system implementation phases of large projects because it enables effective Earned Value Management through detailed cross-referencing of usable ERP software functionality and vendor invoicing.

Production control sample questions


 

      Determine the Risk & Supportability of Proposed

ERP Software Solutions

Unlike other RFP templates, an time and management software RFP Master template can illustrate potential support problems (and risk) inherent in vendor software proposals. The Feature Support Matrix (FSM) used in each RFP Master categorizes the inherent risk posed for each criteria, and uses that information to calculate the SUPPORTABILITY INDEX for each vendor RFP response. For example, a feature delivered "out of the box" FULLY SUPPORTED is less risky than one delivered through custom programming, even if the programming is free. This RFP Master function is useful during both the software selection AND the implementation phases of a large ERP system because it enables effective Earned Value Management through detailed cross-referencing of usable software functionality and vendor invoicing.

RFP sample of questions taken from the make-to-order quality, assurance and control section


 

      Effectively Manage Implementation

Enhancement Cost Tracker

This ERP RFP template provides an "Enhancement Cost" column for cross-referencing vendor invoices with the estimated cost of each custom custom script and/or source code modification proposed by the vendor. This makes the make-to-order enterprise resource planning RFP an ideal tool for managing vendor invoices effectively. The uses of this are many: preventing payments to vendors from exceeding usable system progress, preventing vendor over-billing, and prevents proposed tasks from being omitted, and as an implementation audit tool.
 


 

      Workflow Topics Included.

The ability of the proposed ERP software to successfully integrate with existing business process workflows, or implement new workflows, is critical to a achieving the high productivity increases and ROI expected of the new ERP system. This software RFP Master examines all pertinent Workflow features in detail.

typical workflow criteria questions for make-to-order


 

      Vendor Response Input Validation.

Vendors must answer each RFP question by choosing from a pre-defined list of possible responses. See below for an example of this drop-down list. This forces all vendors to respond to each make-to-order ERP software question in a consistent, standard manner. Eliminates the days of time typically wasted trying to compare the inconsistent or incomplete vendor responses obtained by using traditional, non-quantitative RFP questions! Ensures vendor proposals are easy to compare and evaluate!

electronic data interchange sample questions from the ERP  RFP Master template


 

      Color-Coded, "Apples-to-Apples" Comparison of Proposed Systems

make-to-order Software Comparison

These comparison matrices automatically change vendor response cell background color to GREEN, YELLOW, or RED, to reflect how favorable each response is to your needs! Compared to the tedious task of reviewing hundreds of mono-color Yes/No answers, these colored responses allow problem areas to be spotted more easily, and risk assessment is made much more accurate. All required response comparison matrices are included and ready-to-use! Quickly and easily compare make-to-order enterprise resource planning software system proposals side-by-side, feature by feature, in detailed comparisons you control! Keep your project on-schedule and under-budget.

sample of vendors answers side by side to compare in the ERP matrix


 

      Evaluation Ratios

Use an extensive set of ratio calculations to compare make-to-order ERP vendor proposals quickly and efficiently.


 

      WEIGHTED GRADE POINT SCORING

      These comprehensive and CUSTOMIZABLE Weighted Grade Point Scoring functions are used to determine how well MATCHED a vendor make-to-order ERP proposal is to your specific prioritized make-to-order requirements


 

      Weighted Grade Score Graph

Compares the Weighted Grade Point Score calculated for each proposed ERP system. This is calculated as follows: The enterprise resource planning vendor response to each RFP question is assigned an unweighted "raw" score. This raw score is then multiplied by the weight factor you entered previously (default = 1) for that make-to-order ERP software RFP question to calculate the weighted score for each response. All of these individual scores are then totaled for use in this comparison. This score is essentially a measure of how well a make-to-order enterprise resource planning software system fits your business and software needs, prioritized by the weight (importance level) you assigned to each question in the RFP. In essence, this score measures the SUITABILITY of each proposed ERP software system to your overall requirements. . NOTE this score measures just software functionality, and does not include any measure of vendor background, expertise, support, or programming ability.


 

      Feature Delivery Method Comparison:

An analysis of how each make-to-order vendor is proposing to deliver the system feature/function contained in their make-to-order enterprise resource planning proposal. The graph below shows the percentage that is Fully Supported "out-of-the-box", the percentage to be done via Report Writer, a Configuration Parameter, or Third-Party add-in, versus the percentage to be done via Custom Coding (Scripting / Programming). This information is very useful in terms of identifying RISK, since a Fully Supported (and tested) make-to-order feature presents far less risk than that same enterprise resource planning feature done as a "custom programming" task. Also, see the Supportability Index, which sums up these detail risk factors.


 

      ERP Supportability Index Graph:

The Supportability Index is a forecast of how much make-to-order enterprise resource planning software support and maintenance may be required to keep each proposed software system running at full potential over it's lifetime. This score is determined by how much custom coding is required to implement the proposed make-to-order ERP software, and which business processes depend on the customized software.


 

      Overall Comparison Graph:

This graph compares both the Weighted Grade (Suitability) Score, Supportability Index, and the Vendor Capabilities Profile side-by-side for easy reference. It is important to see how much custom coding is in a proposed make-to-order system that also has a high Weighted Score, along with the Vendor Profile. The more custom code, the higher the risk posed by that make-to-order enterprise resource planning system. Therefore, the more custom coding, the more expertise and capabilities a vendor should have.


 

      Vendor Profile Score Graph:

The backgrounds, expertise, capabilities, and certifications of each vendor is obtained in the Vendor Global Issues section of the ERP RFP for make-to-order / manufacturing. The ERP vendor responses to this section are totaled separately from the software functionality topics, and this data is used to calculate the "Vendor Profile Score". The higher the score, the more CAPABILITIES a vendor is probably going to be.


 

      Cost Savings Analysis:

Calculates and illustrates Yearly Savings, Payback Period, Return on Investment (ROI), Internal Rate of Return (IRR), and other decision making ratios pertinent to a software/platform selection project.



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Purchase and download the make-to-order ERP software selection toolkits by clicking the "Add to Cart" button below to use our online order form and Secure Checkout.

 

MTO MANUFACTURING ERP SOFTWARE REQUEST for PROPOSAL (RFP) TEMPLATE and RESPONSE EVALUATION TOOLKIT

  • 5,878+ ERP Selection Criteria
  • INCLUDES for FREE the full Requirements Template
  • In-Depth, Detailed Request for Proposal (RFP) Template
  • Vendor Input Validation
  • Feature Availability & Delivery Evaluation
  • Vendor RFP Response Evaluation
  • Response Quality Analysis
  • Enhancement / Cost Cross-Reference
  • Weighted Grade Scoring
  • Supportability Index Scoring
  • Optimized RFP Guide
  • RFP Documentation
  • Side-by-Side Response Comparison with Heat Map
  • Vendor Response Quality Ratios
  • Response Evaluation Scorecard
  • 3-D Bar Chart Response Comparison Graphs
  • Evaluation Matrix Documentation
  • View all templates and tool details above
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More advice and tips are available at How to Select ERP Software


You may also be interested in an RFP Template for:

ERP for a make-to-Order (BTO) Manufacturing functions.

ERP for a Configure-to-Order (CTO) functions.

ERP for a Engineer-to-Order (ETO) Manufacturing functions.

View the complete RFP template List of all available ERP Software Systems.

A Vendor Demonstration Script for ERP software is available at:

MTO ERP System Demo Script.

Just starting a project and need a good system requirements Fit-GAP template?

Obtain a General Fit-GAP template here.

Looking for a qualified, local system selection consultant? An Infotivity-certified consultant offers the expertise and tools needed to provide valuable advice & services at each step of the make-to-order ERP system platform selection process! Let us recommend a certified consultant!


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