ERP RFP Preparation

For years companies have been issuing RFPs (Request for Proposal) to ERP vendors.

Ultra has modified this activity to be a Request for Presentation.  A presentation is far more revealing than a written response. Also presentations give you a chance to meet the ERP vendor and test the relationship between your team and their team.

The ERP RFP Should Include

• Client information
  • Company overview
  • Scope of new system
    • Applications – business processes
    • Users
    • Locations
  • Reason for change
  • Description of current system
  • ERP Implementation plan
• Request for presentation
  • Vendor overview
  • Technology presentation
  • Support presentation
  • Price proposal
  • Business process improvement presentation

Prior to the presentation, take the time to educate the ERP vendors on your business.

Give your vendor and your team enough time to properly evaluate the ERP system.