ERP Mastery Program: Selection
COURSE DESCRIPTION
The Selection module marks the start of the Optimize milestone—shifting from gathering requirements to making the strategic choices that will define your ERP future. This stage is critical: the system you choose will either amplify scalability and efficiency or lock the organization into costly inefficiencies for years to come.
Through 6 concise videos and 3 practical template assets, this module shows you how to build weighted evaluation criteria, structure vendor comparisons, run objective demos, and lead a transparent selection process that aligns technology choices with business strategy.
For implementation teams and CFO’s, this module provides the tools and frameworks to ensure ERP Selection becomes a disciplined investment decision—anchored in governance, financial clarity, and future readiness.
LEARNING OBJECTIVES
Upon successful completion of this course, participants will be able to:
- Identify the rationale for using a structured, criteria-based ERP system and vendor selection process and recognize the limitations of demo-driven or intuition-based selection approaches.
- Recognize key pre-selection groundwork activities—including stakeholder alignment, requirements tracking, budget and timeline framing, and resource planning—and assess their role in preparing for effective vendor engagement.
- Evaluate ERP system options by distinguishing between solutions based on organizational size, lifecycle stage, industry alignment, functional differentiation, and AI strategy considerations.
- Identify the core components of a disciplined ERP selection process and differentiate between effective and ineffective approaches to RFP development, scripted demonstrations, structured evaluations, and total cost analysis.
- Evaluate ERP implementation partners by assessing experience, delivery methodology, customer references, and long-term collaboration fit.