Selecting an ERP System in 7 Easy Steps

Selecting an ERP System in 7 Easy Steps
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Selecting an ERP System in 7 Easy Steps

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Intended for:

This white paper is aimed at those involved in researching and selecting a new ERP system. It’s mainly directed at companies replacing a current system, but it can also provide value for organizations implementing their first ERP solution.

Will Help With:

This white paper provides guidance to simplify your ERP software search using a 7-step approach.

The Report Covers:

  • – Reasons to replace an ERP
  • – The seven steps needed to successfully complete your search
  • – Tips for each step
  • – A workshop checklist
  • – A chart that visually depicts the project strategy

Researcher Notes:

This white paper serves as a solid introduction to the ERP software selection process and is most helpful for those who have yet to begin. The steps cover project kickoff, requirements gathering, vendor research, introduction demo, a workshop, proposal and references, and final decision.

Tips help readers gain the greatest benefit from each step, and the guide includes a breakdown of which roles and stakeholders are needed for each stage of the project.

In addition, those who are hesitant about replacing their ERP system or needing guidance on if they should do so will find value from the bullet list of reasons explaining catalysts for choosing a new solution.


The 7-step strategy is based on the process developed by the vendor that authored the white paper, so it may not be completely relevant for every ERP system search. However, the information is general enough to offer value no matter a company’s unique circumstances. While the guide shouldn’t serve as the sole resource for such an involved process as buying new ERP software, following the suggestions can help improve the outcome of a company’s ERP project.

Zachary TotahSelecting an ERP System in 7 Easy Steps