The ERP Evaluation Toolkit for AEC Firms

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A Comprehensive Toolkit for Your ERP Evaluation Process

When it comes to ERP software evaluations, there are usually a number of steps involved. Sometimes it can take two, four, six steps, or more – the point is, every architecture and engineering firm goes through their own unique process when evaluating ERP solutions.

So, to help you be successful at every step along your own ERP search, we created a comprehensive toolkit that includes the following documents:

  • An ERP Readiness Assessment Worksheet that helps your firm prepare internally before you officially begin evaluating ERP providers
  • An RFI Excel template that helps you effectively evaluate your initial set of vendors
  • An RFP Word template that clearly lays out sections, project details, and questions you should include in your RFP
  • An RFP Excel template with over 200 functional requirements and clear guidelines for vendors to respond

Designed to support your architecture and engineering firm’s entire evaluation process, this toolkit will help you from the moment you start evaluating potential ERP providers, to the moment your team makes its final ERP software selection.





BST Global designs, develops and deploys project-based ERP and Work Management solutions specifically for the world’s leading architects, engineers and consultancies around the globe. More than 120,000 professionals across six continents and 65 countries rely on BST Global’s solutions each day to successfully manage their projects, resources, finances and client relationships. With unrivaled industry knowledge, BST Global serves as a trusted partner to its loyal clients and remains at the forefront of innovation to evolve its products for the greater good. For more information, visit

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