Nine stages. One workspace. One defensible decision.

Define the company profile, current ERP environment, key stakeholders, selection timeline, and evaluation priorities. Establish the foundation for everything that follows.

Capture functional and technical requirements using a seeded, ERP-informed requirements library. Identify market fit across ERP candidates. Document requirements rationale.

Build a structured RFP using the requirements baseline. Manage vendor invitation, distribution, and response deadline tracking.

Capture vendor responses in structured format. AI-assisted analysis surfaces gaps, inconsistencies, and areas for follow-up. Compare responses against requirements.

Plan and document vendor demos. Score demos using structured scorecards aligned to your requirements. Capture stakeholder feedback in a consistent format.

Collect and compare vendor pricing, implementation estimates, and total cost of ownership inputs. Identify pricing gaps and cost assumptions that require clarification.

Evaluate implementation partners as a distinct selection decision. Assess capability, capacity, methodology, client references, and fit with your project profile.

Work through software agreement and SOW terms using a structured review framework. Document risk flags, open items, and negotiation priorities.

Compile the complete evidence record into an executive-ready final decision package. Capture the formal recommendation, supporting rationale, and approval record.