Free Executive Resource

The ERP Selection Checklist

A structured framework for evaluating ERP platforms and partners — including Sage X3, NetSuite, Acumatica, Dynamics 365, SAP S/4HANA, Epicor, and Infor — used by mid-market organizations across North America and the Caribbean.

Official Sage Partner badge — PRH Consulting Inc.
Official Sage Partner
Independent ERP advisors
Net at Work Strategic Alliance
Extended Sage X3 delivery capacity
North America & Caribbean CoverageManufacturing ExpertiseDistribution ExpertiseFinance Expertise
What you get
  • Weighted scoring matrix for ERP platforms and implementation partners
  • Functional fit checklist by module — finance, distribution, manufacturing, projects, HR
  • Technical fit checklist — architecture, integrations, security, hosting
  • Commercial evaluation framework — license, services, ongoing cost of ownership
  • Reference-call question set you can hand to any reference customer

Why it matters

The wrong ERP wastes years and millions. A structured selection process — applied honestly — protects the organization from optimistic demos, comfortable defaults, and partner bait-and-switch.

Inside the resource

Defining business outcomes before software features
Building the future-state process baseline
Functional, technical, and commercial scorecards
Vendor demo scripting and scoring
Reference customer due diligence
Total cost of ownership over five years
Partner evaluation — who actually staffs the project
Contract terms that protect the buyer

Built for

Executives leading ERP selection committees
Finance and operations leaders scoring vendors
IT Directors evaluating architecture and integrations
Procurement leaders structuring an RFP

Other executive resources

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