e21erptoolkıt®

Step 3: Prepare an ERP system request for proposal (RFP)

Use the e21erp RFP template for your ERP system selection and implementation.

ERP RFP Template

Prepare your ERP RFP, distribute it to vendors, & compile results.

Prepare your ERP RFP, distribute it to vendors, & compile results.

What is the purpose of the ERP RFP process?

The purpose of the ERP Request for Proposal (RFP) process in an ERP selection project is two-fold:

How many vendors should receive the ERP RFP?

Upon completing the ERP RFI process and reviewing initial online ERP software demonstrations, the selection team should be in a position to focus on a select group of vendors and solicit significantly more detailed information about each vendor and ERP solution. Generally speaking, five to ten vendors should be selected to receive the software RFP.

Using the E21 ERP RFP templates and samples

Using the E21 ERP RFP templates and samples

Helpful documents for the ERP Request for Proposal

As part of the E21 ERP Software Selection Tool Kit, several sample documents and templates are available to you. First, the Preparing a Request for Proposal white paper provides instructions for creating an RFP. In addition, the Request for Proposal (RFP) Sample document serves as a template for the document you’ll ultimately distribute to vendors.

By using the Request for Proposals (RFP) Sample document, you’ll have a template for providing the following to your ERP vendors:

The RFP vendor response template

The ERP RFP covers two high-level categories of “requirements.” The first is the ERP Software Requirements document. This document focuses on software features needed to meet your organization’s unique business requirements and covers all business departments and units. The second set of requirements focuses on questions specific to the software solution developer or reseller.

These questions are geared toward understanding each vendor’s background, including:

Given that an ERP system can have a shelf life of over ten years in an organization, ERP vendors’ responses to these questions are equally important to the actual business requirements themselves.

ERP selection
process steps

Successful ERP software selection projects must follow the right system evaluation process and methodology. Following and executing these five steps of the ERP selection process will provide your organization with the necessary information to make a well-informed, quantitative software selection.

The E21 ERP software selection process consists of five key phases:

One ERP solution. Dozens of integrations.

WHITE PAPERS

Extending CRM Concepts in ERP Systems

WHITE PAPERS

Extending CRM Concepts in ERP Systems

CRM software functionality—when considered within the scope of an ERP system—must go beyond that of basic contact management.

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