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Top 4 Mistakes to Avoid When Selecting ERP Software: #1 No Documentation

by John Stucky

Have you recently decided that your organization needs new ERP (Enterprise Resource Planning) software? Now what? What are the next steps? How do you have a successful search? This new blog & video series explores the top four mistakes to avoid when selecting new ERP (Enterprise Resource Planning) software.

#1 No Documentation

As basic as it may sound, we are often called into a proposal for a solution or asked to do a demonstration, and the organization has no written requirements at all. They have no flow charts and no evaluation criteria. At a minimum, here’s the documentation your organization needs:

  • Written requirements by functional area such as finance, inventory, receivables, etc.  
  • Flow charts that are the narratives for processes and transaction workflows.
  • Ideally, as you process the requirements, you should prioritize them into must-haves and nice-to-haves. It’s important to have those priorities identified with all your requirements.

Stay tuned for the next post when I discuss Mistake #2: No Definition of Success or ROI.

TrinSoft exists to help companies use technology to be more efficient and profitable. I'm willing to answer any questions you may have, and talk through options and best practices. Send me an email. I’ll respond promptly.

Download the "Top 4 Mistakes to Avoid When Selecting ERP Software" whitepaper.

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