What exactly is the Selvera ERP Selection Guide?

The ERP Selection Guide is a downloadable toolkit that includes all the core templates, tools, and instructions your team needs to run a structured, professional ERP selection project from start to finish — without hiring a consulting firm. It includes deliverables like a pre-built RFP template, a requirements matrix, a cost comparison sheet, demo scripts, scorecards, and more — all modeled after the same tools used by top-tier consultants.

What do I get when I purchase it?

You’ll receive a zip folder containing:

• ERP Selection Client Instructions

• 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)

These files are fully editable and ready to customize for your organization.

What happens after I buy it?

Immediately after checkout, you’ll receive a download link with access to the full toolkit. No waiting. No account setup. No hidden upsells. You can start customizing the materials for your business right away.

Who is this for?

This guide is ideal for:

• SMBs and mid-market companies planning an ERP project

• Internal IT, Finance, and Operations leaders tasked with selection

• Teams without the internal ERP expertise or bandwidth to build these materials from scratch

• Businesses that want to avoid high consulting fees but still want a professional process

Why should I use this instead of hiring a consulting firm?

Hiring an ERP selection consultant typically costs $50,000–$100,000+. Most of that cost goes toward creating the same deliverables this guide provides — RFPs, requirements lists, demo scripts, cost comparison templates, etc.

If your team has the discipline to follow a structured process but lacks the time or knowledge to build the tools from scratch, this guide offers the best of both worlds: consulting-grade resources without the consulting price tag.

What is an ERP system?

We’re glad you asked! ERP stands for Enterprise Resource Planning. It’s a type of business management software that integrates your company’s core functions — such as finance, inventory, sales, purchasing, manufacturing, human resources, and more — into a single unified system.

The goal of an ERP system is to improve visibility, efficiency, and decision-making across your organization by eliminating data silos and automating manual processes.

Popular ERP platforms include Oracle NetSuite, Sage Intacct, Microsoft Business Central, SAP, Infor, Acumatica, Aptean, and others.

If your current finance and accounting systems feel disconnected, overly manual, or outdated, an ERP may be the backbone system your company needs to scale and operate more effectively.

How is this different from just downloading a free RFP template?

This isn’t just a single template — it’s a complete, integrated process. Every document in the guide is designed to work together:

• The RFP references the Requirements Matrix

• The Demo Script aligns with the Matrix and informs the Scorecard

• The Cost Summary ensures apples-to-apples pricing comparisons

• The Instruction Guide walks you through how to use each file in order

It’s not a piecemeal download — it’s a turnkey system.

Do I need ERP experience to use this?

Not at all. The guide is built specifically for teams that don’t have in-house ERP expertise. Each document comes with clear instructions, and the process is laid out step-by-step in the included guide. You’ll be able to lead your project confidently, even if it’s your first time.

Can I customize the files?

Yes. All documents are fully editable (Word, Excel, and PowerPoint formats). You can add your company name, modify sections, remove features you don’t need, or add specific requirements. These are your tools to tailor.

Is this a one-time purchase?

Yes. One payment gets you lifetime access to the toolkit. No subscription, no recurring charges, and no hidden fees.

Will this help us compare ERP costs?

Absolutely. The included Cost Summary Sheet is designed to standardize vendor pricing so you can compare proposals accurately across software license models, implementation services, support fees, third-party add-ons, and 5-year total cost of ownership.

How do we make sure vendor demonstrations are fair?

That’s exactly what the Demo Script and Demo Scorecard are for. The script tells each vendor exactly what to show, ensuring all solutions are evaluated on the same scenarios. The scorecard provides a consistent rating system across functions and stakeholders. No more “who gave the best presentation” — you’ll be comparing real functionality that matters.

Does this guide recommend specific ERP vendors?

No — this guide is vendor-neutral and unbiased. We don’t promote or receive commissions from any ERP provider. The materials are designed to help you evaluate which solution best fits your business — not to steer you in a certain direction.

Can I use this guide with my team?

Yes. In fact, the guide is designed to facilitate team involvement. You’ll be encouraged to distribute templates like the Requirements Matrix or Demo Scorecard to subject matter experts across departments so they can contribute and evaluate based on their areas.

How long will it take us to run the selection using this?

Most companies complete their ERP selection in 8–16 weeks. This toolkit significantly reduces the upfront time needed to build templates and structure the project — which often saves 4–6 weeks of internal planning and document creation.

Can consultants use this toolkit too?

Yes. If you're an independent ERP consultant or advisor, this toolkit can be used as a repeatable foundation for your client projects. The templates are clean, professional, and ready for client-facing use.

What if I have questions after purchase?

We’re here to help. While this isn’t a managed consulting engagement, we do support buyers with basic guidance on using the materials. You can email us anytime with questions about how to use the toolkit or apply the templates to your scenario.