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The ERP Evaluation Toolkit for AEC Firms

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.