ERP System Evaluation Checklist

Selecting an ERP system to run your business is a daunting decision that will affect your company for many years. Many products offer the same or similar features, and it can be confusing to sort out what’s essential and what’s not. This checklist can help.

Use this checklist to compare the features and benefits of ERP vendors across these five categories:

PRODUCTIVITY

What can the product do to make you and your staff more productive?

TECHNOLOGY

Does the product leverage technology for mobility, usability, customizability, and maintainability?

FUNCTIONALITY

What features and functions does the product have that actually perform the daily accounting and business management functions?

VALUE

How does the product maximize features and functions vs. cost for the usable lifetime of the product?

RISK

How does the product minimize risk and facilitate security (both network and financial security)?