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The ERP selection process is an important step in the future financial and operational success of any manufacturing or distribution organization. TGI believes the key to selecting the best ERP system is to follow a systematic, structured, and well-executed software selection process. TGI’s proven approach to ERP selection has helped numerous manufacturers and distributors find the software provider and solution that best meets their organizations’ unique business software requirements.

TGI’s ERP software selection process consists of five key phases: (1) Project Preparation and Planning; (2) RFI and Introductory Demonstrations; (3) Requirements and Request for Proposal; (4) Scripted Software Demonstrations; and (5) Reference Calls, Site Visit, and Supplier Selection. Following and executing these five steps of the ERP selection process will provide your organization the necessary information to make a well-informed, quantitative software selection.

TGI provides free ERP software selection tools to distributors, manufacturers, and independent consultants located in the United States and Canada. TGI’s popular Software Selection Tool Kit CD is an invaluable resource for organizations beginning to engage in an ERP software selection project. The tool kit contains detailed instructions for preparing an initial list of potential ERP vendors, industry white papers, Request for Information (RFI) and Request for Proposal (RFP) templates, scripted demonstration instructions, software demonstration evaluation templates, and much, much more.

To download individual software selection resources or the complete version of TGI’s free Software Selection Tool Kit, please click here.

ERP Software Selection Process Steps

  1. Project Preparation and Planning - Identify the key business drivers to justify...
  2. RFI and Introductory Demonstrations - Identify high level requirements and document critical success factors...
  3. Requirements and Request for Proposal - Develop a documented list of detailed software requirements...
  4. Scripted Software Demonstrations - Review scripted onsite software demonstrations...
  5. Reference Calls, Site Visit, and Supplier Selection - Perform due diligence and finalize the selection...

Click for important legal information or if you are an independent consultant.

 
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