Worksheets

ERP and CRM Evaluation Early Assessment Guide

If you’re thinking of implementing a new business management system, use this form to answer important questions and get all the facts before investing in a solution.

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ERP Evaluation and Selection Project Calendar

Better map your ERP transition. Ensure you get the most out of your IT investment by completing projects on time, on budget, and in alignment with your long-term goals.

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ERP Evaluation Business Needs Worksheet

Get your business priorities straight by identifying current business issues you want your new solution to address, and defining the expected outcome of that solution.

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ERP Evaluation Request for Proposal Worksheet

Use this worksheet to request valuable information to prepare a request for proposal (RFP), a questionnaire, or a meeting with a prospective solution provider.

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ERP Evaluation Stakeholder Priority Guide

Get insight into the key roles and issues that many organizations share by changing the way you think about your business. Using this information to form an educated consensus about new processes will help to position your company for greater success.

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What to look for in an ERP Business Solutions Partner

When it comes to choosing a business partner, you need to make sure you have all the facts before entering an agreement. This guide will help you select a partner that can help contribute to the overall success of your growing business.

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