The ERP Selection Guide.
All the templates and tools you need to run your ERP project from start to finish.
Run your ERP project with confidence.
This downloadable toolkit contains everything your team need to manage a professional-grade ERP selection process from requirements definition to final decision.
Built by ERP experts, this kit reflects best practices used by leading firms and aligns with how top software vendors expect to engage. Whether you’re replacing QuickBooks or upgrading from legacy systems, this toolkit gives you the structure, clarity, and confidence to choose the right ERP system for your business.
What Does the Guide Include?
Client Instructions (PDF)
Step-by-step guidance on how to use every template in the guide. Explains your tasks, the purpose of each file, and how to run a structured ERP selection process from start to finish.
RFP Template (Word)
A professional, fill-in-the-blank request for proposal that communicates your scope, timeline, selection process, and submission requirements to ERP vendors.
Business Requirements Matrix (Excel)
A comprehensive, industry-agnostic list of over 1,200 ERP functional requirements, grouped by business area. Customize and prioritize what matters to your organization.
Proposal Cost Summary (Excel)
A structured pricing template that vendors must complete — so you can compare total cost of ownership across all proposals on an apples-to-apples basis.
Demonstration Script (Word)
A detailed script that outlines what vendors should show during product demos. Ensures consistent scenarios for side-by-side comparison — not just polished sales pitches.
Demonstration Scorecard (Excel)
An easy-to-use scoring template for your internal stakeholders to evaluate vendor demonstrations using a consistent 0-5 scale, aligned to the demonstration script.
Who’s it For?
The ERP Selection Guide is ideal for:
Small businesses and mid-market companies preparing to evaluate ERP systems
IT, Finance, and Operations leaders tasked with ERP selection
Teams with limited internal ERP expertise or project bandwidth
Businesses that want to avoid costly consulting fees
No ERP background required. No expensive advisors. Just the tools you need to make the right decision — on your terms.
With this guide, your team will be able to
Launch a structured ERP selection process
Send a polished, professional RFP to shortlisted vendors
Clearly define and prioritize your ERP requirements by leveraging 1200+ standard ERP requirements
Ensure vendor demonstrations cover the right scenarios for your business
Score each demonstration consistently and objectively
Compare true cost of ownership across vendors including implementation, licensing, add-ons, third-parties, ongoing support, training, and more
Keep your team aligned and your project on track
Overall, with our guide your team will be able to conduct a thorough and professional selection for your ERP transformation initiative.
What You’ll Be Able to Do
Start Your Selection
One time purchase. No subscription. Lifetime access.
Instant digital download (Word, Excel, PPT)
Includes all templates and instructions:
00 - Instructions - ERP Selection Guide (PPT)
01 - ERP Request for Proposal (Word)
02 - ERP Requirements (Excel)
03 - Proposal Cost Summary (Excel)
04 - Demonstration Script (Word)
05 - Demonstration Scorecard (Excel)
Final Summary Presentation (PPT)