1. 10 Steps for successful ERP
Selection

2. Step 1:Business Assessment
• Why do we need an ERP system?
• Explaining to the customer the basic
requirement.
• Eg. Management Info., Strategy
Evaluation, Efficiency, Reliability, Cost
Saving & Control, Infrastructure, Growth
& Compliance

3. Step 2: Appoint a selection Team &
follow a structured selection process
• Who will make the decision?
• Appoint regular member which will help
from starting to completion.
• Give the leadership to the someone who has
knowledge of existing system & its
problems.

4. • A team consist:
1)Sponsor
2)Project Manager
3)Procurement Manager
4)Senior Executive’s from: Budgeting &
planning, Finance, IT,HR & from each
operational department.

5. Step 3:Assess business requirements
& resource constraints.
• What do we need the system to achieve.
• The team examines our business processes
& prepare a list of needed requirements that
must be present within the ERP.
• Consider the functionality & also
adaptability & responsiveness of system to
avoid higher consultants cost.

6. Step 4:Determine Selection Criteria
• How we will keep selection score?
• Measure & How to grade the vendors.
• Considering:
Business
Assessment, Requirement, Financial
Strength, his Future Product Development
Roadmap, Licensing Cost, or the extent to
which vendor shares similar corporate
values.

7. Step 5:Find Compatible Vendors
• Who we will use?
• Find Right Vendor for the business.
• A vendor have thorough training approach,
dedicated to training, coaching &
monitoring our team.

8. Step 6:Communicate with Potential
Vendors
• How do we begin the connection?
• Ask number of question , doubts that arises
in our mind like:
1)What application area do you cover?
2)How many clients do you have?
3)Do you have structured implementation
methodology?

9. Step 7:Create the request for
Information (RFI)
• How do we narrow down the competition?
• Do some basic research to understand what
is available on the market, taking reviews,
Short listing two-three vendors & then focus
on the areas that are critical to business.

10. Step 8:Shortlist & Demo System
• Who are the finalist?
• After narrowing down the selection process
shortlisted vendors that understand & solve
the problems, give the demo of the system
they have.

11. • At this stage organization will ensure that
the selected vendors understand our
problems or not, whether its product is
able to solve their problem, whether it will
provide right service.

12. Step 9:Select our ERP system
• Which s/w will get the chance?
• Who will become the winner?
• Who will become service provider?

13. Step 10:Formalise our project plan
• After choosing-what is next step?
• After selection next task is to initiate clientvendor relationship & begin the
implementation process.
• Finalizing service contract, license &
maintenance agreement.