Save time & money during your Enterprise Resource Planning (ERP) system selection & implementation project by using the proven evaluation guides, ERP selection checklists, and RFP template tools listed below. All are fully customizable and very easy to use, with versions available for use in all types of discrete Repetitive and Engineer-to-Order (ETO) manufacturing, distribution, municipal, and non-profit environments to perform ERP evaluation, selection, and implementation tasks.

ERP Selection Tools

Successfully meet ERP software evaluation, system selection & ERP implementation deadlines, and make achieving ALL projected cost saving goals easier, by significantly reducing the time and effort needed to adequately perform the following ERP selection tasks:

Details...

SYSTEM PLANNING & JUSTIFICATION - Collecting user needs, especially the hidden requirements, is a crucial step in making the correct ERP system selection decision. View resources for accurately determining project scope, user needs assessment, and system justification.

Evaluate Server-based vs. Web-based Systems Determining which is best is crucial. See
this detailed HOW-TO for Making an On-Premise vs Web-based ERP software selection.

Details...

REQUEST For PROPOSAL (RFP) - Quickly send an extremely detailed ERP RFP to vendors. Query vendors about thousands of selection criteria using a questionnaire designed to obtain clear, concise, and easily analyzed vendor responses. Each RFP comes with tools that enables you to:

erp evaluation COMPARE ERP Proposals Side-by-Side - Easily compare proposed solutions at the detail
feature level by using a color coded ERP comparison matrix to highlight deficiencies and differences.
Make ERP system selection more accurate with these ready-to-use templates.
EVALUATE Vendor Proposals Based on Your Needs - Accurately evaluate vendor proposals
using detailed weighted grade scoring to help you make the best selection based on your priorities,
then quickly compare the ERP evaluation results side-by-side. Ideal for accurate analysis and
on-premise or cloud-based, Software-as-a-Service (SaaS) ERP system selection.
FINANCIAL ANALYSIS of Vendor Proposals - Quickly generate a full set of financial ratios
critical for accurate ERP selection using the Payback, IRR, and NPV of each vendor proposal.

Details...

SOFTWARE DEMONSTRATIONS - A comprehensive demonstration script is a must when trying to make the most accurate on-premise or web-based ERP selection. All vendors must show how their proposed system improves productivity in ALL affected business processes. Ensure a consistent demonstration is presented by ALL vendors. View all ERP Demonstration Script resources.

Details...

ERP IMPLEMENTATION TOOLKIT - Enjoy better cost control and project management since all special software configuration and custom programming costs are cross-referenced back to the specific RFP criteria requiring them. Enjoy a more efficient, ON-TIME system implementation.

The system requirements and ERP evaluation checklist techniques discussed on this site are focused on Enterprise Resource Planning ERP selection and implementation, which includes applications such as integrated ERP-CTI or ERP-CMMS system selection. Please visit the Infotivity web site for details about other System Evaluation and Selection resources.