ERP Evaluation Guidelines: Before Proposal Request

Statistics on a screen symbolizing ERP evaluation

Today, we’ll dive into the third topic in holistic ERP system selection. But, what does it entail? We’ll be talking about crucial ERP evaluation guidelines.

In this article, we’ll define the criteria for assessing ERP software with your goals. You’ll learn the necessary steps before you start requesting proposals.

For more information, we invite you to check out or other two articles. We’ve already covered ERP preparation and ERP analysis.

The role of ERP evaluation

As mentioned, evaluating ERP software is crucial for proposal requests. Thus, this information will filter your software shortlist. You’ll also change your company’s environment to fit the new tech.

Again, your objective is to ensure compatibility. Yet, we’re not merely talking about your company’s IT. From culture to processes, you ought to create the right environment for ERP.

The three ERP evaluation areas

Again, we’ll stick to the same areas as the rest of the series. That means your company’s strategy and functioning. Likewise, the software and vendors play a crucial role in selection.

Let’s see what you should keep in mind with these variables.

Strategies

In this stage, you’ll apply what you learned in the previous steps. By now, you should deeply understand your company’s methods.

During ERP assessment, you’ll revise and define these strategies. The goal is to adapt them to your upcoming investment. Naturally, that includes migrating data and creating databases.

Organization and IT

For your processes and infrastructure, the goal is defining the future. Most of these elements will change with ERP implementation.

As such, the aim here is similar to the strategies. You should define the future processes and changes created by ERP tech.

ERP software and providers

But, ERP software and vendors have a different nature. Their role is to adapt and improve your defined strategies and organization.

Thus, you’ll focus on which options accommodate your needs. That means adapting the software to the changes you’ve already made. This will lead to your requests for proposals.

How to run the best ERP evaluation

ERP evaluation is complicated if you haven’t defined your criteria. The best approach is to envision how your firm will change. This process considers the software and the changes you’ve made.

Still, it can be challenging if you lack experience. That’s why Zero Point is here to help you. Don’t miss the chance to book a free meeting today!

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Zero Point ERP Solutions

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