Mohammad Omar

Tools & Resources

ERP Software Selection Checklist

Follow this step-by-step guide to ensure a successful ERP selection process for your organization.

Checklist Sections

Click on a section to view and complete the tasks within it.

Form a cross-functional selection team (IT, finance, operations).

Define roles and responsibilities for each team member.

Establish a project manager or team lead.

Secure executive sponsorship and buy-in.

Interview key stakeholders from all relevant departments.

Document current business processes and pain points.

Define functional requirements (what the system must do).

Define technical requirements (platform, security, integrations).

Prioritize requirements (e.g., must-have, nice-to-have).

Compile requirements into a formal Request for Proposal (RFP) or Request for Information (RFI).

Include company background and project objectives in the RFP.

Specify desired technology stack (cloud vs. on-premise).

Outline data migration needs and expectations.

Define expectations for implementation support.

Clarify requirements for user training and documentation.

Specify post-launch support needs (SLAs, helpdesk).

Inquire about customization and future development services.

Estimate cost savings from increased efficiency.

Project revenue growth opportunities.

Calculate the Total Cost of Ownership (TCO), including licenses, implementation, and support.

Develop a business case with a projected ROI timeline.

Research potential vendors through industry reports, reviews, and peer recommendations.

Send the RFP/RFI to a select group of vendors.

Score vendor responses against your requirements.

Select the top 3-5 vendors for live demonstrations.

Schedule and attend scripted product demonstrations.

Conduct reference checks with existing customers of the vendors.

Negotiate pricing, contract terms, and SLAs.

Make the final selection and notify all participating vendors.

10 ERP Selection Don’ts

A quick reference of common pitfalls to avoid during the selection process.

Don't underestimate the resources required.
Don't skip the requirements gathering phase.
Don't ignore the importance of user adoption.
Don't choose a system based on price alone.
Don't forget to check vendor references.
Don't overlook the need for a strong project manager.
Don't customize everything from day one.
Don't neglect data migration planning.
Don't assume your team has all the necessary skills.
Don't choose a vendor without a clear long-term roadmap.