An Enterprise Resource Planning (ERP) system is a series of software applications or modules that collects data from your sales, purchasing, ﬁnance, and inventory into a common database so that your company can capture the information, coordinate activities, and collaborate.
If you’re looking for an ERP system or looking to upgrade from an existing system, the evaluation, selection, and implementation process is a long-term strategic decision for your organization, and can be a daunting task. This white paper suggests ways to simplify your selection process.
Form an evaluation committee that includes management, functional experts, and end users from various departments within your company. Throughout the selection process, end each step with a consensus of all members to gain company-wide acceptance of the ﬁnal ERP system.
Assess your existing business processes and the scale of your operation so you can determine what’s being done well. Identify the gaps or key challenges that can be solved with the help of an ERP system.
Develop your selection criteria to evaluate the available solutions. Criteria can include features, price, platform, and anything else you can think of. Group the criteria according to importance to your business—very important, important, and less important. Assign a score to each to make the evaluation easier.
Some example criteria includes:
Arrange a 10-minute phone consultation with both a sales representative and product expert from several ERP vendors. This “discovery call” will provide you with better insight on the vendor and their solution than if you were to rely solely on sales literature.
Shortlist three ERP solutions that best meet your business needs. Your discovery calls should help you eliminate the solutions that are poor ﬁts.
Contact the vendors on your ERP system shortlist to deliver a live presentation and product demonstration.
Prepare questions that address your more important requirements, needs, and concerns. How each vendor responds will help you determine the best ﬁt for your company.
Check vendor references by visiting and consulting with companies that have implemented the ERP system. Find out if the system is working as expected, and what the company likes or dislikes. If issues were encountered, then determine how the vendor resolved them.
Your evaluation committee should now be able to select an ERP solution based on how well it met your selection criteria, how it performed during the demonstration, and how the references checked out.
Finally, with your selected ERP vendor, spend the time to scope the entire project, from start to ﬁnish. Work with your ERP vendor to map your critical milestones and chart your course to success.Choosing the right Epicor ERP consulting partner is not an easy task. Read more to follow these helpful steps .