Step 5: ERP vendor reference checks & customer site visit

Why conduct software vendor reference checks?

After completing the Scripted Software Demonstrations phase of the software selection process, you and your selection team should be armed with the necessary information to tentatively select a preferred ERP vendor and solution. Moreover, based on the vendor scorecard results, the organization should be able to rank its finalist vendors from one to three. The next step is to conduct reference calls with the top two ERP vendors’ customers. Additionally, you’ll need to notify the third-place vendor that they did not make the cut.

What ERP software vendor reference check questions should I ask?

You can find sample ERP software vendor reference check questions in our white paper on this topic, included in our E21 ERP Software Selection Toolkit.

The white paper also helps you through the entire reference check process, including: