The document discusses factors to consider when selecting an ERP package, including specialty modules, industry support, database and OS support. It recommends creating requirements, demoing modules, and checking references. The selection process involves initial screening of packages then finalizing with vendors. Key criteria for evaluating vendors include product strategy, financial visibility, installed base/local presence, partnerships, technology maturity, customer services, and total cost of ownership. A request for proposal for an ERP project should include details about the company, project scope, benefits, payment schedule, and terms like intellectual property, deliverables, training, and support.

2.  Specialty in particular module
 Specialty as per industry
 Support to particular data bases
 Support to particular operating system
Depending upon the above criteria CIO
of CFO of the company can select an
ERP package.

3.  List requirement should be ready while
looking for presentation by vendors
 Ask for demo and try run of particular
module of part of that module
 Inquire regarding reference site
 Ask for differences between other vendors

4. Step 1 : Initial Package Screening
Step 2 : Finalization with ERP vendors

5. A. Product Strategy, vision and Investment
in Innovation
A. Support emerging trends ?
B. Support different geographies ?
C. Do they have future roadmap ?
D. What is their R and D structure ?

6. B. Financial Visibility of the application vendor
 check their past records
 check their merger and acquisition
strategy
 Ask for balance sheet
 Confirm the maintenance period

7. C. Installed Base and Local Presence :
It is recommended to look for installed base
in the same industry and same geography.
For example:
 look for the same ERP in same Company
 look for the same ERP in say Indian
Market
 look for the same ERP in other countries
 look for the specific part of ERP pacakge

8. D. Partnerships
(I) Implementation partnerships with
consulting companies
(II) Application partnerships with other third
party application

9. E. Technology Maturity : for example
1. Types of databases supported
2. Types of OS and server platform supported
3. Types of middleware supported
4. Hosting capability
5. Scalability of the solution
6. Flexibility and integrity of the application

10. F. Vendor's Customer services : Vendor
should provide the services like:
1. Bug fixing
2. Support the implementation of future
release of the application
3. Support the future upgrades of the
application

11. G. Cost of the software
Find TCO (Total cost of Ownership) of the
software….

12. 1. The company and supplier agreed upon
some similar kind of configuration and
setups…
2. Company wants to install same ERP
what the mother company does.
3. Company stops thinking about ERP just
because of “COST”.
4. Industry specific solution only…

13. A typical RFP(Request for Proposal) can have
different
sections detailing with:
1. How and when the proposal bid to be submitted
2. Overview of the company’s business
3. Current IT systems
4. High level scope of the project
5. Detail scope of the work
6. Benefits detail
7. Payment schedule detail

14. 1. Payment Term
2. Intellectual property or copyright clauses
3. List of deliverables with the software
4. Training schedule
5. Upgrades and versions
6. Software installation assistance
7. License cancellation cost
8. Any review or audit during the installation