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, the Caribbean, and U.S. territories.

Senior Consultant-Led Engagements
Every project led by a senior practitioner
North America, Caribbean & U.S. Territories CoverageManufacturing ExpertiseDistribution ExpertiseFood & Beverage 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

Ready for a senior conversation?

If reading the guide raises questions, schedule a 30-minute call with a senior PRH consultant. No pitch deck, no commitment.