Business requirement document for erp implementation

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ERP Selection Requirements Matrix

Thinking of ERP selection in the DIY mode? Not sure where to start? Looking for a ERP Requirements Template that can get you started in identifying critical success factors? Curious about how to capture the right requirements? Worried about failing your ERP implementation because of missing key needs? Then, you have come to the right place.

This ERP requirements template helps capture the requirements of different functional areas, processes, and teams. It also teaches how to identify critical requirements for ERP selection that will serve as the foundation for identifying the first shortlist and constructing vendor scripts. Moreover, it talks about the importance of enterprise architecture analysis and how new systems might impact the end-to-end process flows of your enterprise.

To compile this template, we have analyzed hundreds of our client engagements. We found this template to be the most efficient in capturing requirements to quickly identify the critical success factors for your ERP selection and digital transformation projects. This template is designed for ERP buyers and project managers looking for a structured framework to capture requirements across process areas and function for all systems as part of your enterprise architecture. Here is what you can expect from this template:

The sample data for each field such as department, process flows, needs, as-is and to-be systems, and priorities relevant for each requirement.

The importance of critical success factors and how to identify one that is going to be the most critical during the ERP demos and for the ERP selection phase.

How to capture the requirements that are not too verbose but at the same specific enough that the technical team will accept?

How to capture both as-is and to-be states in a structured manner that can be used to create a change management matrix, ERP solution scorecards, ERP demo scripts, source of authority matrix, and user and system as-is and to-be mapping?

The importance of priority of each requirement and how that might help in finding the right requirements that ERP project managers to focus on while working on ERP projects.