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The Request for Information Template for AEC Firms

A Sample RFI Template for Your ERP Evaluation Process

Has your architecture and engineering firm entered an enterprise resource planning (ERP) software evaluation? Then chances are, you’ll need to send potential vendors a request for information (RFI) soon.

As the first official step in an ERP evaluation, an RFI is the perfect tool to start vetting potential software vendors. But, if you're not sure how to set up an RFI – don’t worry, we've already laid the groundwork for you.

With clear instructions and example questions, this template will guide you through your own RFI creation process. By saving you time, and making sure you're asking the right questions, you'll be more than ready to take on this step in your ERP evaluation process.

Make sure to also check out the How to Successfully Prepare Your AEC Firm for an ERP Project worksheet – it's a smart step to take before you send an RFI and start your ERP search.