A popular method used by many medium-sized companies to select a suitable ERP system is to submit a specification sheet to various providers. A comparison is then made to select the one that appears to fulfil the criteria of the specifications in the best possible way. In other words, the one that makes it possible to implement the documented actual and target processes and functions.
The specifications harbour dangers
However, a specification sheet does not guarantee a successful implementation. This type of ERP selection even harbours various disadvantages. Original solutions from other providers are not even considered if, for example, the ERP provider indicates that it cannot map the required function in this way, but recommends a sensible alternative from its side.
Weighting is what counts
In order to make a really good selection, the desired applications and functions should also be evaluated according to their importance. This is difficult if the future ERP user has so far only used Excel to manage their day-to-day business. In this case, they lack the necessary knowledge to develop software-compliant processes or even the experience of "what" is possible.
Just as important as the specifications
Although the specification sheet is a suitable guide for selecting an ERP provider, the decision should be made after a software presentation (online or on-site).
A previously created specification sheet can also help with the process analysis. However, if the core processes to be optimised were discussed with the provider during the analysis phase, it is not absolutely necessary. It is then only important to ensure that the ERP provider can actually map and/or customise them. Appropriate documentation is also necessary - after all, you can't do it without it.
However, this is still less work than creating a specification sheet. Based on this, a decision can then be made as to whether the provider can fulfil the requirements with its solution.
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