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TGI’s Software Selection Tool Kit is designed to provide software selection teams the necessary resources to conduct a thorough, quantitative analysis of various ERP vendors and make a well-informed final ERP software selection. You may download the complete Software Selection Tool Kit as a single file or download your desired Software Selection Tool Kit resources individually.

Download the complete Software Selection Tool Kit Download the complete Software Selection Tool Kit.

1. Project Preparation and Planning Resources

Software Selection Process Steps Software Selection Process Steps

New Software Needs Analysis New Software Needs Analysis

Software Selection Lessons Learned Software Selection Lessons Learned

Software Selection Criteria Listing Software Selection Criteria Listing

Software Selection Project Timing Chart and Checklist Software Selection Project Timing Chart and Checklist

ERP Software Concurrent User Estimator ERP Software Concurrent User Estimator

Software Selection Budget Worksheet Software Selection Budget Worksheet

Return on Investment Analysis Return on Investment Analysis

Software ROI Calculation Worksheet Software ROI Calculation Worksheet

2. RFI and Introductory Demonstrations Resources

15 Questions for Every ERP Software Supplier 15 Questions for Every ERP Software Supplier

Request for Information Template Request for Information Template

Preparing for Remote Software Demonstrations Preparing for Remote Software Demonstrations

3. Requirements and Request for Proposal Resources

ERP Software Requirements Template_Sample ERP Software Requirements Template_Sample

ERP Software Requirements Template_Blank ERP Software Requirements Template_Blank

Preparing a Request for Proposal (RFP) Preparing a Request for Proposal (RFP)

Request for Proposal Template RFP_Sample Request for Proposal Template RFP_Sample

Request for Proposal_Vendor Responses Request for Proposal_Vendor Responses

4. Scripted Software Demonstrations Resources

Software Demonstration Script Instructions Software Demonstration Script Instructions

Onsite Software Demonstration Script_Data Input Template Onsite Software Demonstration Script_Data Input Template

Onsite Software Demonstration Script_Vendor Copy Onsite Software Demonstration Script_Vendor Copy

Onsite Software Demonstration Script_Evaluator Copy Onsite Software Demonstration Script_Evaluator Copy

Onsite Software Demonstration Script_Vendor Comparison_Sample Onsite Software Demonstration Script_Vendor Comparison_Sample

Onsite Software Demonstration Script_Vendor Comparison_Blank Onsite Software Demonstration Script_Vendor Comparison_Blank

5. Reference Calls, Site Visits, and Supplier Selection Resources

Preparing for Customer Reference Calls and Site Visits Preparing for Customer Reference Calls and Site Visits

 
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