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Select and Implement an ERP Solution

  • ID: 4458882
  • Report
  • July 2017
  • Region: Global, Global
  • 166 Pages
  • Info-Tech Research Group
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Selecting a Best-Fit Solution Requires Balancing Needs, Cost, and Capability


  • Deltek
  • FinancialForce
  • infor
  • Microsoft Dynamics
  • Oracle
  • QAD
  • MORE

ERP projects were never easy, but they are only getting more complex with maturing market offerings, increasingly blended on-premises and cloud environments, and growing customer expectations for what ERP should include.

Much of the process of identifying an appropriate vendor is not about the vendor at all, but rather about understanding the range and depth of internal capability needs. The range can speak to the extensibility of a solution platform and the depth is its ability to satisfy industry-specific or “unique” requirements.

Likewise, the right partner can make or break an implementation (and shorten the sponsor's tenure at the organization), so evaluating the approach is sometimes just as critical.

It doesn’t have to be easy to be manageable. This provides the necessary tools to prepare, select, and begin to deploy ERP.

Use this blueprint to support your ERP selection and implementation.  Three phases are presented in the blueprint and are accompanied with practical tools and templates:

Phase 1: Launch the ERP Project and Collect Requirements:

  • Understand the ERP market space.
  • Assess organizational and project readiness for ERP selection.
  • Structure ERP selection and implementation project by refining your ERP roadmap.
  • Align organizational use-case fit with market use cases.
  • Collect, prioritize, and document ERP requirements.
  • Create the ERP request for proposal.

Phase 2: Select an ERP Solution

  • Review ERP market leaders and players within your aligned use case.
  • Review ERP vendor profiles and analysis.
  • Short-list ERP vendors based on organizational fit.
  • Submit RFP to short-listed vendors.
  • Evaluate vendor responses and develop vendor demonstration scripts.
  • Score vendor demonstrations and select the final product.

Phase 3: Plan Your ERP Implementation

  • Develop an ERP implementation roadmap and resourcing plan.
  • Re-engineer ERP processes and design system workflows, integration map, and user roles.
  • Create a comprehensive communication and change management plan.
  • Establish an ERP governance structure along with roles and responsibilities.
  • Determine project and performance metrics to measure and track success.

This research is designed for:

  • IT team tasked with exploring the ERP vendor market and making solution recommendations.
  • Business units going into the selection or early implementation phases of an ERP project.
  • Organizations looking to deploy ERP for the first time, replace their entire ERP, or modify a component of their ERP.

This research will help you:

  • Understand the ERP market of today, specific to product-centric and service-centric ERP use-case scenarios.
  • Follow best practices to prepare for and execute on selection, including requirements gathering and vendor evaluation.
  • Structure the implementation stage of your project with ERP-specific considerations in mind.

The blueprint includes a full report to take you through each phase of the ERP selection and implementation.  The blueprint also includes the following tools and templates to get your team to action quickly:

  • ERP Readiness Assessment Checklist (doc.)
  • ERP Strategy Roadmap Tool (xlsx)
  • ERP Requirements Picklist Tool (xlsx)
  • ERP Request for Proposal Template (doc.)
  • ERP Vendor Response Template (doc.)
  • ERP Vendor Demonstration Script (doc.)
  • ERP Request for Proposal and Demonstration Scoring Tool (xlsx)
Note: Product cover images may vary from those shown
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  • Deltek
  • FinancialForce
  • infor
  • Microsoft Dynamics
  • Oracle
  • QAD
  • MORE


Selecting and implementing an ERP is one of the most expensive and time-consuming technology transformation an organization can undertake. ERP projects are notorious for time and budget overruns, with only a margin of the anticipated benefits being realized. The risk of making the wrong technology selection or failing to plan for an ERP implementation has significant - and possibly career-ending - implications.


  • The ERP technology market is so vast that it becomes nearly impossible to know where to start or how to differentiate between vendors and products.
  • Organizations rarely have sufficient internal resources to power an ERP implementation project, forcing them to turn to external partnerships.
  • ERP projects are multi-year commitments and sufficient planning needs to be done upfront to ensure milestones are reached and end benefits are realized.


  • Leverage comprehensive three-phase approach to ERP selection projects, assessing your organization’s preparedness to go into the selection stage, moving through technology selection, and preparing for ERP implementation.
  • Conduct an ERP project preparedness assessment as a means to ensure you maximize the value of your time, effort, and spend.
  • Build a phased roadmap to document decision making, resourcing considerations, and milestone stage gates, and promote traceability.
  • Determine what use case your organization fits into, and review the relevant vendor landscape, common capability, and areas of product differentiation. Review the market analysis to short-list vendors for your RFP process.
  • Take advantage of traceable and auditable selection tools to run an effective demonstration evaluation and selection process. Be prepared to answer the retroactive question, “why this ERP?”, with documentation of your selection process and outputs.
  • Use the ERP implementation framework to kick-start the planning for your ERP implementation project.
Note: Product cover images may vary from those shown
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  • Deltek
  • Epicor
  • FinancialForce
  • IFS
  • infor
  • IQMS
  • Microsoft Dynamics
  • NetSuite
  • Oracle
  • Plex
  • QAD
  • ramco
  • sage300
  • SAP
  • Syspro
  • Unit 4
  • workday
Note: Product cover images may vary from those shown