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Home / Services / Enterprise Software Selection / ERP RFP Preparation

ERP RFP Preparation

For years, companies have been issuing RFPs (Request for Proposal) to ERP vendors.

Ultra has modified this activity to be a Request for Presentation.  A presentation is far more revealing than a written response. Also, presentations give you a chance to meet the ERP vendor and test the relationship between your team and their team.

The ERP RFP Preparation Should Include

  • Client information
    • Company overview
    • Scope of new system
      • Applications – business processes
      • Users
      • Locations
    • Reason for change
    • Description of current system
    • ERP Implementation plan
  • Request for presentation
    • Vendor overview
    • Technology presentation
    • Support presentation
    • Price proposal
    • Business process improvement presentation

Prior to the presentation, take the time to educate the ERP vendors on your business.

Give your vendor and your team enough time to properly evaluate the ERP system.

ERP RFP Preparation for Better Business Outcomes

When executed well, ERP RFP Preparation sets the foundation for an effective ERP selection project.

This process should provide enough data and shared understanding for both the manufacturer and the vendor to create a relevant and effective presentation that focuses on what the manufacturer is searching for in a new ERP system.

An effective ERP RFP preparation yields a dramatic payback for the manufacturing company. Ultra Consultant team members have extensive experience guiding this process in the following ways:

Our efforts help the vendor team tightly focus on the manufacturer’s needs and desires from a new ERP system.
With this focus from the Ultra consultant, the vendor has the needed insight to showcase the strength of their solutions as best serves the ERP project team. And most importantly, the manufacturer has the required detail to understand which systems deserve review, and to clearly see how each solution will address their needs.

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