Best ERP Vendor Selection Process Template

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The Best ERP Vendor Selection Process Template

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Going through an ERP vendor selection process is no easy task. This is a vital first step in your upcoming implementation, and one that will determine organizational direction for years to come. Understandably, businesses are apprehensive in this stage of the process, and are usually looking for a template that they can use to guide their decision making process.

We’ve helped hundreds of businesses make these kinds of decisions, and rarely do organizations inherently understand the best way to approach selection. Below you will find our free template for ERP Vendor Selection. This is a collection of industry-wide best practices that we’ve seen applied most effectively to help companies conduct a neutral ERP selection process.

Remember, it’s hard to know where you’re going if you have no direction. Planning out your ERP selection process is THE FIRST STEP to selecting an ERP vendor.

As one of the top ERP consulting firms to mid market businesses, we’ve seen numerous cases of businesses wasting hours upon hours of time navigating a selection process that they simply don’t understand. Our process is both simple and direct. It’s based in best practices and has been proven effective.

Intro to the ERP vendor selection template


Selecting an ERP vendor is a critical first step in implementing software that can dynamically change and influence the future of your business. Unfortunately, most businesses often apply practices when designing their ERP vendor selection process that result in; unclear intentions, confusion, lost time, and undefined goals and system criteria.

When entering this process it’s important to dedicate proper time and energy in this initial stage to ensure that nothing slips through the cracks. This process doesn’t have to be difficult. At Datix, we’ve seen hundreds of businesses navigate this process. Those that apply industry best practices to their selection process are more successful. Above you will find a step-by-step template that outlines these best practices in a simple, easy-to-follow road map.

Sneak Peak: Step 1

Work with executives and stakeholders to understand, validate and define key business processes and system requirements. The documentation and clarification of these requirements will help define how the system will be used, who will be using it, and what the system will need to be able to ultimately accomplish. These processes and requirements should be used to determine key evaluation criteria to measure potential an ERP vendors’ ability to meet the needs of your business.

Sample evaluation questions may include:

  • Who will be using the system?_______________________________________________________________
  • What departments will use it?_______________________________________________________________
  • What are the tactical goals of the system?__________________________________________________

Download the full template here


10 Comments so far:

  1. […] Download our ERP Selection Process Template […]

  2. […] organization. To address certain aspects of what these pain points might be, you should consult our ERP software selection template. Often we’re tasked with software selection duties in order to determine which ERP capabilities, […]

  3. […] ERP or CRM system or to implement something totally new, you may find yourself stagnant in the decision making process. It’s common to ask serious questions about the business itself during this process, and […]

  4. […] For many seeking a dynamic new ERP solution, drafting a shortlist is not always easy. In fact, investors often find it difficult to self-identify with the many leading solutions on the market today. This involves a procuring a complete analysis of process work flows, company culture and mission critical needs. It seems there is no limit to the number of best of breed ERP offerings, with the majority of those systems delving the same industry-specific solutions. It is often a lengthy, burdensome process to determine a fit. Today we will examine a profile of Epicor vs Sage X3. […]

  5. […] you look to our articles on ERP and CRM selection best practices, you’ll notice we echo the same message over and over again — it takes the right tool for […]

  6. […] leaders in the ERP & CRM selection and ERP & CRM implementation space, we are constantly researching and reviewing these cases […]

  7. […] is where the comparison really becomes an exercise in selecting the right tool for the right job. There is a pretty clear line that can be drawn between which cloud ERP fits best for different […]

  8. […] written extensively about ERP selection processes before, and even have a helpful video embedded in one of our blogs. However, when manufacturers […]

  9. […] from the CRM or ERP software harkens back the very beginning of their project. Most businesses rightfully select a software system that best aligns their business processes and the software’s ability to fill their specific […]

  10. […] during the decision making and selection stage of the ERP implementation process, you’ve sat down with your C-suite and project team and laid […]

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