Enterprise Resource Planning Software Checklist

Excellent.
Scores 4.81 with 149 votes
  • At least one representative from company leadership.
  • Front-line managers who will use the software.
  • Members of your IT department, who will assist with implementation.
  • Heavy ERP users from each business unit.
  • Someone from within the company who is not directly involved with the ERP.
  • How much can you spend?
  • What is your deadline for selecting and implementing an ERP?
  • Does your business require a new ERP, or is it optional?
  • How many employees does your organization have?
  • What business units make up your business?
  • How much money does your company make in a year?
  • Do you expect revenue to increase in coming years?
  • Are there business processes that you need to modify?
  • What ERP do you currently use?
  • What does your current software do well?
  • What critical needs does your current software not meet?
  • What special features will you need in coming years?
  • How many people will be using the enterprise resource planning software?
  • Will your staff require extensive training?
  • Will upper management be using the software?
  • What level of data access will your users need?
  • How many people will be using the enterprise resource planning software?
  • Will your staff require extensive training?
  • Will upper management be using the software?
  • What level of data access will your users need?
  • How much will the software and licenses cost?
  •  How much does it cost and how is it delivered?
  • Can you add users without incurring additional costs?
  • Is the software hosted, or does your company need servers and IT staff?
  • Does the license include all available updates?
  • Does the software provide the reporting you need?
  • Can the software work with other applications?
  • Will you need to change the way you do business to fit the software?
  • Does the ERP software support sound data security practices?
  • Invite ERP vendors on-site for product demos.
  • Will ERP vendors give you access to trial versions of their software?
  • Is the vendor willing to customize a solution to fit your budget?
  • How much will the software and licenses cost?
  •  How much does it cost and how is it delivered?
  • Can you add users without incurring additional costs?
  • Is the software hosted, or does your company need servers and IT staff?
  • Does the license include all available updates?
  • Does the software provide the reporting you need?
  • Can the software work with other applications?
  • Will you need to change the way you do business to fit the software?
  • Does the ERP software support sound data security practices?
  • Invite ERP vendors on-site for product demos.
  • Will ERP vendors give you access to trial versions of their software?
  • Is the vendor willing to customize a solution to fit your budget?
  • Does the enterprise resource planning software vendor provide a customer portal?
  • Can you ask for help via email?
  • Does the vendor maintain a live help desk?
  • Is there an online community of users for each potential ERP?
  • Are there other organizations like yours who use the ERP?
  • Does the enterprise resource planning software vendor provide a customer portal?
  • Can you ask for help via email?
  • Does the vendor maintain a live help desk?
  • Is there an online community of users for each potential ERP?
  • Are there other organizations like yours who use the ERP?
Excellent.
Scores 4.81 with 149 votes
  • 89 tasks
  • 41 views today
  • 2 uses today

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