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ERP Selection Checklist - ERP Focus

The document outlines the key steps in selecting an ERP system, including forming a selection team, gathering requirements, specifying system needs, evaluating vendor services, forecasting return on investment, shortlisting vendors, selecting a vendor through demonstrations and responses to requests for proposals, and negotiating a contract with the chosen vendor.

Uploaded by

Dennis Nebeker
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© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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175 views3 pages

ERP Selection Checklist - ERP Focus

The document outlines the key steps in selecting an ERP system, including forming a selection team, gathering requirements, specifying system needs, evaluating vendor services, forecasting return on investment, shortlisting vendors, selecting a vendor through demonstrations and responses to requests for proposals, and negotiating a contract with the chosen vendor.

Uploaded by

Dennis Nebeker
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as XLSX, PDF, TXT or read online on Scribd
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Selection Task

Selection Team
Select an ERP selection project lead
Build ERP selection team including key stakeholders from each departmental group
Randomly select a cross section of each department to form user groups
Identify external requirements for consulting expertise
Define scope and timeline for external consultancy resources
Develop selection consultant shortlist and gather references from previous projects for each
Identify C-Level executive sponsor for your project
Request C-Level sponsor support for when you present to senior management
Define management roles and responsibilities in the selection team
Requirements Gathering
Create a map of current business processes to identify bottlenecks in efficiency
Identify the shortcomings of existing systems
Identify key business challenges you aim to solve with the new ERP system
Consult each functional department to discuss business challenges
Gather the system requirements of each department in context of their processes
Document requirements for the new system and assign priority values to each
Take final requirements to end user groups to gather feedback
Adjust final requirements in line with user group feedback
System Specification
Identify total number of users who will require system access
Determine preferred delivery platform (cloud, on-premise, hybrid etc.)
Identify mobile access requirements (web-app, native iOS, native Android etc.)
Identify need for mobile device compatibility (hand-held scanners etc)
Define offline system access requirements
Identify language and currency requirements
Identify requirements for integration with existing systems
Document existing hardware environment
Document existing network environment
Vendor Services
Document requirements for support scope and delivery method (phone support, online support etc.)
Document requirements for training scope and delivery method (classroom training, on-site training)
Document requirements for implementation consultancy
Document requirements for external project management
Identify data protection and security compliance requirements
Identify critical data sets in your legacy systems
Document data migration requirements for these critical data sets
Identify external requirements for system and network maintenance
Return on Investment Forecast
Define timeframe for TCO and return calculations
Forecast the value of each system requirement within the specified timeframe
Develop a change management plan including forecasts of efficiency during implementation
Forecast costs for the new system within the specified timeframe
Work with analysts and finance to produce final ROI forecast figures
Compare ROI forecasts for the new ERP with those of other prospective points of investment
Report on ROI forecasts to senior management
Receive sign-off on your projected budget
Vendor Shortlisting
Research ERP employed by similar companies in your industry
Identify ERP solutions specific to your industry
Identify market leading solutions which offer some support in your industry
Compile initial shortlist of vendors
Identify competitors of your shortlisted vendors and add these to your inital shortlist
Produce an RFI document and send to shortlisted vendors
Narrow shortlist based on RFI responses
Compile requirements and business processes in RFP document
Narrow shortlist based on RFP responses to produce final shortlist
Vendor Selection
Define the scope for your ideal software demonstration
Build selection teams to attend software demo including user group members
Book demonstrations with each vendor on your final shortlist
Seek at least two to three references from each prospective vendor
Produce RFQ document and send to all vendors that were demoed
Assemble selection committee to review all RFQ responses
Make final selection decision and proceed to contract negotiations
Agree terms of purchase and implementation with your chosen vendor
Deliver documentation including vendor commitments and contacts to the implementation team
Status
This tool is brought to you by ERP Focus - for
more free ERP software guides and resources,
visit www.erpfocus.com.

Important: To use this spreadsheet to manage


your selection project, please navigate to "File" >
"Download as" and save a copy for your use.

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