ERP Requirements Template for Business Unit Managers

Author(s): George Goodall

One of the most difficult aspects of an ERP project is soliciting diverse requirements from a variety of different business units. Info-Tech's “ERP Business Requirements Template for Business Unit Managers” provides a means of obtaining these requirements.

The template includes sections to document:

  • Business unit project vision.
  • Current metrics and KPIs.
  • Desired metrics and KPIs.
  • Frequency of data refresh for metrics.
  • Implementation characteristics.
  • Problems with existing system.
  • Desired functionality.

Use this template to document both functional criteria and existing functional gaps.